account_balance

Investment manager · 13F filer · SEC CIK 1653202

LGL Partners, LLC

Reported value$273Mas of Jun 30, 2026
Positions62 7 new, 11 sold out
Top 10 weight80.4%SPY alone is 27%
FiledJul 2727 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 26.9% Held
IJH iShares Tr 10.9% Held
IVV iShares Tr 10.8% Held
IJR iShares Tr 7.4% Held
QQQ Invesco QQQ Tr 5.6% Held
EEM iShares Tr 5.0% Held
EFA iShares Tr 4.9% Held
QLTY Gmo ETF Trust 3.1% Added +2%
DGRO iShares Tr 3.1% Held
AGG iShares Tr 2.7% Held
DVY iShares Tr 1.8% Held
IWO iShares Tr 1.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 27, 2026, compared with the May 14, 2026 filing
add_circleNew
  • VOO $567K
  • ICSH $503K
  • VCSH $461K
  • CAT $236K
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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