§ 13F · FUND PROFILE
LGT Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $39.4T (13F)Positions · 2439Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.3T 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 FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | 38K | $2.2T | 13.3% | NEW |
| 2 | MSFT | MICROSOFT CORP | 3K | $1.6T | 9.6% | NEW |
| 3 | AAPL | APPLE INC | 5K | $1.3T | 8.0% | NEW |
| 4 | XOM | EXXON MOBIL CORP | 8K | $950.5B | 5.8% | NEW |
| 5 | CVX | CHEVRON CORP NEW | 6K | $936.8B | 5.7% | NEW |
| 6 | MBB | ISHARES TR | 4K | $380.3B | 2.3% | NEW |
| 7 | AMZN | AMAZON COM INC | 2K | $346.9B | 2.1% | NEW |
| 8 | ABBV | ABBVIE INC | 2K | $344.5B | 2.1% | NEW |
| 9 | GOOGL | ALPHABET INC | 1K | $337.7B | 2.1% | NEW |
| 10 | FBCG | FIDELITY COVINGTON TRUST | 5K | $274.2B | 1.7% | NEW |
§ 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 $39416.4 trillion in assets. The fund runs a massive portfolio of 2,439 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed