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 $18.9M across 223 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($3.8M, 19.92%), JEPI ($2.0M, 10.70%), AAPL ($1.3M, 7.13%), MSFT ($1.1M, 5.97%), CVX ($850,702, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 19.92% | 5,045 | Added |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.0M | 10.70% | 35,822 | Trimmed |
| 3 | AAPL | APPLE INC | $1.3M | 7.13% | 4,661 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $1.1M | 5.97% | 3,024 | Trimmed |
| 5 | CVX | CHEVRON CORPORATION | $850,702 | 4.50% | 5,132 | Added |
| 6 | ABBV | ABBVIE INC | $508,784 | 2.69% | 2,022 | Added |
| 7 | FBCG | FIDELITY COVINGTON TRUST | $433,217 | 2.29% | 6,975 | New |
| 8 | GOOGL | ALPHABET INC | $385,602 | 2.04% | 1,079 | Hold |
| 9 | MBB | ISHARES TR | $375,162 | 1.98% | 3,969 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $359,417 | 1.90% | 1,508 | Added |
| 11 | QQQ | INVESCO QQQ TR | $213,556 | 1.13% | 290 | Hold |
| 12 | CMPS | COMPASS PATHWAYS PLC | $208,005 | 1.10% | 14,700 | Hold |
| 13 | VYM | VANGUARD WHITEHALL FDS | $194,851 | 1.03% | 1,233 | Hold |
| 14 | SCHY | SCHWAB STRATEGIC TR | $186,445 | 0.99% | 5,876 | Hold |
| 15 | MCD | MCDONALDS CORP | $168,054 | 0.89% | 622 | Trimmed |
| 16 | PFG | PRINCIPAL FINANCIAL GROUP IN | $166,736 | 0.88% | 1,547 | Hold |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $165,689 | 0.88% | 3,530 | Added |
| 18 | UPS | UNITED PARCEL SVCS INC | $161,250 | 0.85% | 1,500 | Hold |
| 19 | SGOL | ETFS GOLD TR | $152,920 | 0.81% | 4,000 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $151,674 | 0.80% | 758 | Hold |
| 21 | PLD | PROLOGIS INC. | $146,917 | 0.78% | 1,084 | Added |
| 22 | SCHH | SCHWAB STRATEGIC TR | $144,661 | 0.77% | 6,109 | Hold |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $146,169 | 0.77% | 1,745 | Hold |
| 24 | IAU | ISHARES GOLD TR | $140,298 | 0.74% | 1,858 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $139,013 | 0.74% | 638 | Added |
Source: SEC Form 13F filings · as of 2026-06-30