§ 13F · FUND PROFILE
LGT Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $39M (13F)Positions · 2439Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | 16.8% | NEW |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 41K | $2M | 11.8% | +7% |
| 3 | XOM | EXXON MOBIL CORP | 8K | $1M | 6.9% | +1% |
| 4 | MSFT | MICROSOFT CORP | 3K | $1M | 6.2% | +2% |
| 5 | AAPL | APPLE INC | 5K | $1M | 6.2% | −1% |
| 6 | CVX | CHEVRON CORPORATION | 5K | $1M | 5.4% | −17% |
| 7 | MBB | ISHARES TR | 4K | $407K | 2.1% | +7% |
| 8 | ABBV | ABBVIE INC | 2K | $329K | 1.7% | ±0% |
| 9 | AMZN | AMAZON COM INC | 2K | $313K | 1.6% | ±0% |
| 10 | GOOGL | ALPHABET INC | 1K | $310K | 1.6% | ±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 $39 million 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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