account_balance
Investment manager · 13F filer · SEC CIK 1965191
LGT Financial Advisors LLC
Reported value$55.2Mas of Sep 30, 2026
Positions320 118 new, 21 sold out
Top 10 weight40.2%IVV alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.7%New
SPYSPDR S&P 500 ETF Trust
7.0%
DYNFBlackRock ETF Trust
3.5%New
IVWiShares Tr
3.5%New
IUSBiShares Tr
2.9%New
AAPLApple Inc.
2.8%
MSFTMicrosoft Corp
2.8%
IVEiShares Tr
2.5%New
XOMExxonMobil Holdings Corp
2.3%New
JEPIJ P Morgan Exchange Traded F
2.2%Trimmed −41%
GPIXGoldman Sachs ETF Tr
2.2%New
IEMGiShares Inc
2.0%New
IVViShares Tr
10.7%New
SPYSPDR S&P 500 ETF Trust
7.0%
DYNFBlackRock ETF Trust
3.5%
IVWiShares Tr
3.5%
IUSBiShares Tr
2.9%
AAPLApple Inc.
2.8%
MSFTMicrosoft Corp
2.8%
IVE2.5%
XOM2.3%JEPI2.2%
GPIX2.2%
IEMG2.0%
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
IVV iShares Tr 10.7% New
SPY SPDR S&P 500 ETF Trust 7.0% HeldDYNF BlackRock ETF Trust 3.5% New
IVW iShares Tr 3.5% New
IUSB iShares Tr 2.9% New
AAPL Apple Inc. 2.8% HeldMSFT Microsoft Corp 2.8% HeldIVE iShares Tr 2.5% New
XOM ExxonMobil Holdings Corp 2.3% NewJEPI J P Morgan Exchange Traded F 2.2% Trimmed −41%
GPIX Goldman Sachs ETF Tr 2.2% New
IEMG iShares Inc 2.0% New
What changed
Biggest moves since Jun 30, 2026
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