Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lebenthal Global Advisors, LLC (CIK 1845766) reported $687.8M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($50.0M, 7.28%), ONEQ ($46.2M, 6.72%), JEPI ($36.6M, 5.33%), JEPQ ($29.1M, 4.22%), VTV ($28.5M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $50.0M | 7.28% | 76,957 | Added |
| 2 | ONEQ | FIDELITY COMWLTH TR | $46.2M | 6.72% | 544,302 | Added |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $36.6M | 5.33% | 646,487 | Trimmed |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $29.1M | 4.22% | 523,278 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $28.5M | 4.15% | 145,322 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $26.0M | 3.79% | 314,793 | Trimmed |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $22.3M | 3.24% | 516,472 | Added |
| 8 | AOR | ISHARES TR | $20.6M | 2.99% | 319,984 | Added |
| 9 | IWF | ISHARES TR | $19.4M | 2.81% | 45,384 | Added |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $18.9M | 2.75% | 378,881 | Trimmed |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $16.9M | 2.45% | 699,548 | Added |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | $16.0M | 2.33% | 146,265 | Added |
| 13 | ONEY | SPDR SERIES TRUST | $13.9M | 2.02% | 115,566 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $13.5M | 1.96% | 42,108 | Added |
| 15 | AAPL | APPLE INC | $13.3M | 1.94% | 52,579 | Added |
| 16 | XLF | SELECT SECTOR SPDR TR | $12.8M | 1.86% | 259,703 | New |
| 17 | NVDA | NVIDIA CORPORATION | $9.9M | 1.44% | 56,607 | Added |
| 18 | XLV | SELECT SECTOR SPDR TR | $9.9M | 1.44% | 67,352 | Added |
| 19 | IJH | ISHARES TR | $9.9M | 1.43% | 146,013 | Added |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | $9.2M | 1.34% | 80,900 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $8.9M | 1.30% | 60,252 | Added |
| 22 | VYMI | VANGUARD WHITEHALL FDS | $8.5M | 1.24% | 90,418 | Added |
| 23 | SJNK | SPDR SERIES TRUST | $7.9M | 1.14% | 314,305 | Trimmed |
| 24 | IEMG | ISHARES INC | $5.4M | 0.79% | 77,578 | New |
| 25 | IMCV | ISHARES TR | $5.2M | 0.76% | 61,754 | Added |
Source: SEC Form 13F filings · as of 2026-03-31