account_balance

Investment manager · 13F filer · SEC CIK 1845766

Lebenthal Global Advisors, LLC

Reported value$747Mas of Sep 30, 2026
Positions198 11 new, 17 sold out
Top 10 weight41.4%ONEQ alone is 7%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 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
ONEQ Fidelity Comwlth Tr 7.3% Trimmed −3%
GSIE Goldman Sachs ETF Tr 4.9% Held
JEPQ J P Morgan Exchange Traded F 4.4% Held
JMUB J P Morgan Exchange Traded F 4.2% Added +26%
SPY SPDR S&P 500 ETF Trust 4.2% Trimmed −24%
GPIX Goldman Sachs ETF Tr 4.0% Added +568%
VCIT Vanguard Scottsdale FDS 3.8% Added +8%
FBND Fidelity Merrimack STR Tr 3.0% Added +72%
AOR iShares Tr 3.0% Held
MMIT Nylim Active ETF Tr 2.6% Added +30%
AAPL Apple Inc. 2.5% Added +6%
ONEY SPDR Series Trust 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VTV −84%
  • IWF −51%
  • VONG −45%
  • VUSB −35%
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.

This is data, not investment advice. About StockToast · Your watchlist