Ladenburg Aggressive Growth Fund (LAWCX) is an MF managed by Independent / Boutique. Its largest position is SCHWAB STRATEGIC TRUST (SCHV), representing 27.68% of fund assets.
Ladenburg Aggressive Growth Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LAWCX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 28, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
SCHWAB STRATEGIC TRUST
|
27.68% | $18,255,134.50 | 598,529 |
|
-
SCHWAB STRATEGIC TRUST - SCHWAB US LARGE-CAP GROWTH ETF
|
21.51% | $14,188,378.23 | 487,071 |
|
-
WISDOMTREE U.S. VALUE FUND
|
11.23% | $7,407,507.08 | 78,196 |
|
-
AVANTIS U.S. SMALL CAP VALUE E
|
8.49% | $5,597,846.31 | 50,673 |
|
-
ISHARES INC
|
8.31% | $5,478,923.68 | 42,764 |
|
-
INVESCO EXCHANGE TRADED FUND TRUST
|
7.33% | $4,836,240.36 | 63,618 |
|
-
FIDELITY COVINGTON TRUST
|
5.07% | $3,341,564.40 | 89,827 |
|
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
|
3.62% | $2,385,309.95 | 2,385,310 |
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
2.89% | $1,904,326.27 | 29,797 |
|
-
INVESCO TOTAL RETURN BOND ETF
|
2.00% | $1,318,685.97 | 28,159 |
|
-
VANGUARD INTERMEDIATE-TERM BOND ETF
|
1.91% | $1,260,812.48 | 16,336 |
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