LGL PARTNERS, LLC
CIK: 0001653202SEC EDGAR →
Portfolio Value
$234.3B
Holdings
53
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 97,789 | $66.9B | 28.53% |
| 2 | ISHARES TR | 378,485 | $25.0B | 10.66% |
| 3 | ISHARES TR | 35,883 | $24.6B | 10.49% |
| 4 | ISHARES TR | 131,897 | $15.9B | 6.76% |
| 5 | INVESCO QQQ TR | 21,783 | $13.4B | 5.71% |
| 6 | ISHARES TR | 121,596 | $11.7B | 4.98% |
| 7 | ISHARES TR | 186,606 | $10.2B | 4.36% |
| 8 | GMO ETF TRUST | 191,709 | $7.4B | 3.15% |
| 9 | ISHARES TR | 106,226 | $7.4B | 3.15% |
| 10 | ISHARES TR | 70,715 | $7.1B | 3.01% |
Quarterly Changes
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $205.1B | 87.5% |
| Unknown | 5 | $24.1B | 10.3% |
| Technology | 5 | $2.1B | 0.9% |
| Healthcare | 4 | $1.7B | 0.7% |
| Industrials | 2 | $1.1B | 0.5% |
| Communication Services | 1 | $218.0M | 0.1% |