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Filers›Family Office›LGT Financial Advisors LLC
DOSSIER · 13F-HR · Q1 2026

LGT Financial Advisors LLC

LGT Financial's family office based in Omaha, NE — $20M in tracked AUM across 251 positions as of Q1 2026.

LF
LGT Financial·Omaha, NE·Family Office
CIK 0001965191 · last filed Mar 31, 2026
Total AUM
$20M
▲ 3.7%
vs prior
Holdings
251
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LGT Financial 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
$3M5K16.8%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$2M41K11.8%
03
XOM
EXXON MOBIL CORP
$1M8K6.9%
04
MSFT
MICROSOFT CORP
$1M3K6.2%
05
AAPL
APPLE INC
$1M5K6.2%
06
CVX
CHEVRON CORPORATION
$1M5K5.4%
07
MBB
ISHARES TR
$406,5894K2.1%
08
ABBV
ABBVIE INC
$329,3872K1.7%
09
AMZN
AMAZON COM INC
$313,0302K1.6%
10
GOOGL
ALPHABET INC
$310,2771K1.6%

Filing history

Filing history loading…
AI Agent · grounded in LGT
haiku-4-5 · 251 positions indexed
Sector mix
  • Tech50%
  • Financials26%
  • Health Care6%
  • Cons. Disc.7%
  • Communications17%
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