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

LGT Financial Advisors LLC

$19M in tracked AUM across 223 positions as of Q2 2026.

LF
CIK 0001965191 · last filed Jun 30, 2026
Total AUM
$19M
as of Q2 2026
Holdings
223
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LGT Financial 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
SPY
STATE STR SPDR S&P 500 ETF T
$4M5K19.9%02
JEPI
J P MORGAN EXCHANGE TRADED F
$2M36K10.7%03
AAPL
APPLE INC
$1M5K7.1%04
MSFT
MICROSOFT CORP
$1M3K6.0%05
CVX
CHEVRON CORPORATION
$851K5K4.5%06
ABBV
ABBVIE INC
$509K2K2.7%07
FBCG
FIDELITY COVINGTON TRUST
$433K7K2.3%08
GOOGL
ALPHABET INC
$386K1K2.0%09
MBB
ISHARES TR
$375K4K2.0%10
AMZN
AMAZON COM INC
$359K2K1.9%

Filing history

2026Q2Jun 30
$19M▼ 3.1%
223 positionsView →2026Q1Mar 31
$20M▲ 19.5%
251 positionsView →2025Q4Dec 31
$16M▼ 64.8%
263 positionsView →2025Q3Sep 30
$46M▲ 17.6%
382 positionsView →2025Q2Jun 30
$39M▲ 20.4%
2,439 positionsLocked2025Q1Mar 31
$33M▼ 27.6%
2,062 positionsLocked2024Q4Dec 31
$45M▲ 11.5%
2,318 positionsLocked2024Q3Sep 30
$41M▼ 14.5%
2,047 positionsLocked2024Q2Jun 30
$47M▼ 44.9%
2,106 positionsLocked2024Q1Mar 31
$86M▲ 5.3%
2,293 positionsLocked2023Q4Dec 31
$82M▲ 4.0%
849 positionsLocked2023Q3Sep 30
$79M▼ 16.3%
932 positionsLocked
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