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

LGL PARTNERS, LLC

$243M in tracked AUM across 66 positions as of Q1 2026.

LP
CIK 0001653202 · last filed Mar 31, 2026
Total AUM
$243M
as of Q1 2026
Holdings
66
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LGL PARTNERS, 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
$64M98K26.4%02
IJH
ISHARES TR
$26M389K10.8%03
IVV
ISHARES TR
$26M39K10.6%04
IJR
ISHARES TR
$17M135K6.9%05
EFA
ISHARES TR
$13M129K5.2%06
QQQ
INVESCO QQQ TR
$12M21K5.0%07
EEM
ISHARES TR
$11M197K4.6%08
DGRO
ISHARES TR
$8M109K3.2%09
QLTY
GMO ETF TRUST
$7M202K3.0%10
AGG
ISHARES TR
$7M73K3.0%

Filing history

2026Q1Mar 31
$243M▲ 3.7%
66 positionsView →2025Q4Dec 31
$234M▼ 0.2%
53 positionsView →2025Q3Sep 30
$235M▲ 4.2%
57 positionsView →2025Q2Jun 30
$225M▲ 8.7%
57 positionsLocked2025Q1Mar 31
$207M▼ 69.9%
53 positionsLocked2024Q4Dec 31
$689M▼ 3.2%
126 positionsLocked2024Q3Sep 30
$712M▲ 4.1%
121 positionsLocked2024Q2Jun 30
$684M▲ 14.6%
114 positionsLocked2024Q1Mar 31
$597M▼ 18.2%
103 positionsLocked2023Q4Dec 31
$730M▲ 28.0%
109 positionsLocked2023Q3Sep 30
$570M▼ 2.5%
98 positionsLocked2023Q2Jun 30
$585M▲ 0.1%
99 positionsLocked
Showing 12 of 39