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.
LGT Financial Advisors LLC (CIK 1965191) reported $19.5M across 246 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($3.3M, 16.81%), JEPI ($2.3M, 11.80%), XOM ($1.3M, 6.91%), MSFT ($1.2M, 6.25%), AAPL ($1.2M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 16.81% | 5,043 | New |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.3M | 11.80% | 40,625 | Added |
| 3 | XOM | EXXON MOBIL CORP | $1.3M | 6.91% | 7,946 | Added |
| 4 | MSFT | MICROSOFT CORP | $1.2M | 6.25% | 3,293 | Added |
| 5 | AAPL | APPLE INC | $1.2M | 6.19% | 4,761 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $1.1M | 5.43% | 5,123 | Trimmed |
| 7 | MBB | ISHARES TR | $406,589 | 2.08% | 4,282 | Added |
| 8 | ABBV | ABBVIE INC | $329,387 | 1.69% | 1,514 | Added |
| 9 | AMZN | AMAZON COM INC | $313,030 | 1.60% | 1,503 | Hold |
| 10 | GOOGL | ALPHABET INC | $310,277 | 1.59% | 1,079 | Hold |
| 11 | MCD | MCDONALDS CORP | $207,445 | 1.06% | 667 | Added |
| 12 | IAU | ISHARES GOLD TR | $187,340 | 0.96% | 2,125 | Trimmed |
| 13 | SCHY | SCHWAB STRATEGIC TR | $186,034 | 0.95% | 5,876 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $182,607 | 0.94% | 1,233 | Trimmed |
| 15 | SGOL | ETFS GOLD TR | $178,480 | 0.91% | 4,000 | Hold |
| 16 | QQQ | INVESCO QQQ TR | $167,382 | 0.86% | 290 | Hold |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $159,919 | 0.82% | 3,397 | Added |
| 18 | UPS | UNITED PARCEL SVCS INC | $147,570 | 0.76% | 1,500 | Hold |
| 19 | PLD | PROLOGIS INC. | $142,244 | 0.73% | 1,076 | Added |
| 20 | PFG | PRINCIPAL FINANCIAL GROUP IN | $139,400 | 0.71% | 1,547 | Hold |
| 21 | NVDA | NVIDIA CORPORATION | $132,196 | 0.68% | 758 | Hold |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $131,072 | 0.67% | 1,745 | Hold |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $131,398 | 0.67% | 1,002 | Added |
| 24 | SCHH | SCHWAB STRATEGIC TR | $131,282 | 0.67% | 6,109 | Added |
| 25 | MZLSX | PROFESIONALLY MANAGED PORTFO | $131,597 | 0.67% | 2,490 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31