LGL PARTNERS, LLC: 13F holdings
CIK 16532022026Q2
| Positions | 62 |
|---|
| Reported value | $273.3m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 62 (-4 vs prior quarter) |
|---|
| Reported value | $273.3m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 98,619 | $73.6m | 26.9% |
| IJH ISHARES TR | 387,908 | $29.9m | 10.9% |
| IVV ISHARES TR | 39,462 | $29.6m | 10.8% |
| IJR ISHARES TR | 135,548 | $20.1m | 7.4% |
| QQQ INVESCO QQQ TR | 20,840 | $15.3m | 5.6% |
| EEM ISHARES TR | 198,768 | $13.6m | 5.0% |
| EFA ISHARES TR | 128,370 | $13.3m | 4.9% |
| QLTY GMO ETF TRUST | 206,341 | $8.6m | 3.1% |
| DGRO ISHARES TR | 110,630 | $8.4m | 3.1% |
| AGG ISHARES TR | 73,550 | $7.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1653202")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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