§ 13F · FUND PROFILE
Lebenthal Global Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $571.9T (13F)Positions · 298Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 73K | $50.0T | 7.7% | +25% |
| 2 | ONEQ | FIDELITY COMWLTH TR | 521K | $47.6T | 7.4% | +42% |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 762K | $43.6T | 6.7% | +2% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 372K | $31.2T | 4.8% | — |
| 5 | JEPQ | J P MORGAN EXCHANGE TRADED F | 515K | $29.9T | 4.6% | +1% |
| 6 | VTV | VANGUARD INDEX FDS | 144K | $27.4T | 4.2% | +2% |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 465K | $23.5T | 3.6% | −2% |
| 8 | GSIE | GOLDMAN SACHS ETF TR | 483K | $20.7T | 3.2% | NEW |
| 9 | IWF | ISHARES TR | 40K | $19.0T | 2.9% | +50% |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | 145K | $17.7T | 2.7% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEBENTHAL SIGNAL
AC read
Lebenthal Global Advisors, LLC is a Other fund managing $571861.0 trillion in assets. The fund runs a broad portfolio of 298 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed