13F Insight
DOSSIER · 13F-HR · Q2 2026

Lebenthal Global Advisors, LLC

$741M in tracked AUM across 313 positions as of Q2 2026.

LG
CIK 0001845766 · last filed Jun 30, 2026
Total AUM
$741M
as of Q2 2026
Holdings
313
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lebenthal Global Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ONEQ
FIDELITY COMWLTH TR
$55M532K7.4%02
SPY
STATE STR SPDR S&P 500 ETF T
$40M54K5.4%03
GSIE
GOLDMAN SACHS ETF TR
$36M795K4.9%04
JEPQ
J P MORGAN EXCHANGE TRADED F
$32M526K4.4%05
VTV
VANGUARD INDEX FDS
$32M146K4.3%06
VCIT
VANGUARD SCOTTSDALE FDS
$27M330K3.7%07
JMUB
J P MORGAN EXCHANGE TRADED F
$26M521K3.6%08
AOR
ISHARES TR
$23M324K3.0%09
MMIT
NEW YORK LIFE INVTS ACTIVE E
$16M664K2.2%10
AAPL
APPLE INC
$15M53K2.1%

Filing history

2026Q2Jun 30
$741M▲ 7.8%
313 positionsView →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 positionsLocked
Showing 12 of 23