§ 13F · FUND PROFILE
LGT Financial Advisors LLC.
AUM · $19M (13F)Positions · 223Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$752K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $4M | 19.9% | ±0% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 36K | $2M | 10.7% | −12% |
| 3 | AAPL | APPLE INC | 5K | $1M | 7.1% | −2% |
| 4 | MSFT | MICROSOFT CORP | 3K | $1M | 6.0% | −8% |
| 5 | CVX | CHEVRON CORPORATION | 5K | $851K | 4.5% | ±0% |
| 6 | ABBV | ABBVIE INC | 2K | $509K | 2.7% | +34% |
| 7 | FBCG | FIDELITY COVINGTON TRUST | 7K | $433K | 2.3% | NEW |
| 8 | GOOGL | ALPHABET INC | 1K | $386K | 2.0% | ±0% |
| 9 | MBB | ISHARES TR | 4K | $375K | 2.0% | −7% |
| 10 | AMZN | AMAZON COM INC | 2K | $359K | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LGT SIGNAL
AC read
LGT Financial Advisors LLC is a Other fund managing $19 million in assets. The fund runs a broad portfolio of 223 positions.
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