LGT Financial Advisors LLC: 13F holdings
CIK 19651912026Q2
| Positions | 223 |
|---|
| Reported value | $18.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 223 (-28 vs prior quarter) |
|---|
| Reported value | $18.9m (-3.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 5,045 | $3.8m | 19.9% |
| JEPI J P MORGAN EXCHANGE TRADED F | 35,822 | $2.0m | 10.7% |
| AAPL APPLE INC | 4,661 | $1.3m | 7.1% |
| MSFT MICROSOFT CORP | 3,024 | $1.1m | 6.0% |
| CVX CHEVRON CORPORATION | 5,132 | $850,702 | 4.5% |
| ABBV ABBVIE INC | 2,022 | $508,784 | 2.7% |
| FBCG FIDELITY COVINGTON TRUST | 6,975 | $433,217 | 2.3% |
| GOOGL ALPHABET INC | 1,079 | $385,602 | 2.0% |
| MBB ISHARES TR | 3,969 | $375,162 | 2.0% |
| AMZN AMAZON COM INC | 1,508 | $359,417 | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965191")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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