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.
LGL PARTNERS, LLC (CIK 1653202) reported $242.9M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($64.1M, 26.37%), IJH ($26.3M, 10.81%), IVV ($25.7M, 10.57%), IJR ($16.8M, 6.90%), EFA ($12.6M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $64.1M | 26.37% | 98,217 | Added |
| 2 | IJH | ISHARES TR | $26.3M | 10.81% | 388,779 | Added |
| 3 | IVV | ISHARES TR | $25.7M | 10.57% | 39,304 | Added |
| 4 | IJR | ISHARES TR | $16.8M | 6.90% | 134,868 | Added |
| 5 | EFA | ISHARES TR | $12.6M | 5.17% | 129,297 | Added |
| 6 | QQQ | INVESCO QQQ TR | $12.0M | 4.95% | 20,847 | Trimmed |
| 7 | EEM | ISHARES TR | $11.2M | 4.62% | 197,479 | Added |
| 8 | DGRO | ISHARES TR | $7.7M | 3.15% | 109,043 | Added |
| 9 | QLTY | GMO ETF TRUST | $7.3M | 3.01% | 201,750 | Added |
| 10 | AGG | ISHARES TR | $7.3M | 3.00% | 73,442 | Added |
| 11 | DVY | ISHARES TR | $4.7M | 1.94% | 31,077 | Added |
| 12 | IWO | ISHARES TR | $3.8M | 1.57% | 12,118 | Added |
| 13 | IEFA | ISHARES TR | $3.3M | 1.37% | 36,838 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.31% | 14,839 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $3.2M | 1.30% | 49,301 | Added |
| 16 | IWM | ISHARES TR | $3.0M | 1.22% | 11,936 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.90% | 11,406 | Added |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.89% | 3 | Hold |
| 19 | IEMG | ISHARES INC | $1.6M | 0.65% | 22,703 | Added |
| 20 | IJT | ISHARES TR | $1.5M | 0.63% | 10,592 | Added |
| 21 | GDXJ | VANECK ETF TRUST | $1.4M | 0.56% | 11,308 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $1.2M | 0.49% | 1,293 | New |
| 23 | LQDA | LIQUIDIA CORPORATION | $1.1M | 0.45% | 29,000 | Added |
| 24 | IWB | ISHARES TR | $964,425 | 0.40% | 2,705 | Added |
| 25 | GLD | SPDR GOLD TR | $966,001 | 0.40% | 2,245 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31