LCW Services, LLC
Net seller this quarter
$230M
6
-$1.24M
7.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $7.74M | 3.37% | Not reported | -4.0% | Q4 2025 |
 VLUE | $7.15M | 3.11% | Not reported | -11.3% | Q4 2025 |
 AMZN | $409K | 0.18% | 0.00% | -1.8% | Q4 2025 |
 TMCI | $361K | 0.16% | 0.14% | Not reported | Q4 2025 |
 NVDA | $324K | 0.14% | 0.00% | Not reported | Q4 2025 |
 AAPL | $303K | 0.13% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SPY | $7.01M | 3.49% | Not reported | -13.0% | Q4 2025 |
| VLUE | $5.73M | 2.85% | Not reported | -1.5% | Q4 2025 |
| AMZN | $364K | 0.18% | 0.00% | Not reported | Q4 2025 |
| NVDA | $282K | 0.14% | 0.00% | Not reported | Q4 2025 |
| AAPL | $266K | 0.13% | 0.00% | Not reported | Q4 2025 |
| TMCI | $122K | 0.06% | 0.14% | +65.6% | Q4 2025 |
| Q4 2025 | |||||
| SPY | $8.45M | 4.50% | Not reported | New | Q4 2025 |
| VLUE | $5.6M | 2.98% | Not reported | New | Q4 2025 |
| AMZN | $403K | 0.21% | 0.00% | New | Q4 2025 |
| NVDA | $302K | 0.16% | 0.00% | New | Q4 2025 |
| AAPL | $285K | 0.15% | 0.00% | New | Q4 2025 |
| TMCI | $134K | 0.07% | 0.09% | New | Q4 2025 |