13F Insight
DOSSIER · 13F-HR · Q1 2026

Lebenthal Global Advisors, LLC

$688M in tracked AUM across 295 positions as of Q1 2026.

LG
CIK 0001845766 · last filed Mar 31, 2026
Total AUM
$688M
as of Q1 2026
Holdings
295
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Lebenthal Global Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$50M77K7.3%02
ONEQ
FIDELITY COMWLTH TR
$46M544K6.7%03
JEPI
J P MORGAN EXCHANGE TRADED F
$37M646K5.3%04
JEPQ
J P MORGAN EXCHANGE TRADED F
$29M523K4.2%05
VTV
VANGUARD INDEX FDS
$29M145K4.1%06
VCIT
VANGUARD SCOTTSDALE FDS
$26M315K3.8%07
GSIE
GOLDMAN SACHS ETF TR
$22M516K3.2%08
AOR
ISHARES TR
$21M320K3.0%09
IWF
ISHARES TR
$19M45K2.8%10
JMUB
J P MORGAN EXCHANGE TRADED F
$19M379K2.8%

Filing history

2026Q1Mar 31
$688M▲ 6.1%
295 positionsView →2025Q4Dec 31
$648M▲ 13.3%
280 positionsView →2025Q3Sep 30
$572M▲ 6.7%
298 positionsView →2025Q2Jun 30
$536M▲ 0.4%
283 positionsLocked2025Q1Mar 31
$534M▼ 2.6%
260 positionsLocked2024Q4Dec 31
$548M▲ 11.2%
285 positionsLocked2024Q3Sep 30
$493M▲ 8.0%
286 positionsLocked2024Q2Jun 30
$456M▲ 1.4%
297 positionsLocked2024Q1Mar 31
$450M▲ 4.6%
300 positionsLocked2023Q4Dec 31
$430M▲ 29.5%
311 positionsLocked2023Q3Sep 30
$332M▼ 3.6%
196 positionsLocked2023Q2Jun 30
$345M▲ 5.6%
177 positionsLocked
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