Lgt Financial Advisors LLC Top Holdings and 13F Report (2026)

About Lgt Financial Advisors LLC

Investment Activity

Lgt Financial Advisors LLC has $18.91 million in total holdings as of June 30, 2026.
Lgt Financial Advisors LLC owns shares of 223 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 5.03% of the portfolio was purchased this quarter.
About 14.47% of the portfolio was sold this quarter.
This quarter, Lgt Financial Advisors LLC has purchased 251 new stocks and bought additional shares in 46 stocks.
Lgt Financial Advisors LLC sold shares of 25 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $3,767,455
JPMorgan Equity Premium Income ETF: $2,023,241
Apple: $1,348,707
Microsoft: $1,128,188
Chevron: $850,702

Largest New Holdings this Quarter

316092352 - Fidelity Blue Chip Growth ETF: $433,217 Holding
974155103 - Wingstop: $86,705 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $67,955 Holding
46137V241 - Invesco S&P 500 Quality ETF: $50,186 Holding
78468R739 - SPDR Nuveen ICE Short Term Municipal Bond ETF: $35,062 Holding

Largest Purchases this Quarter

Fidelity Blue Chip Growth ETF: 6,975 shares (about $433.22K)
AbbVie: 508 shares (about $127.83K)
Wingstop: 500 shares (about $86.71K)
SPACE EXPLORATION TECHN CORP: 398 shares (about $67.96K)
Invesco S&P 500 Quality ETF: 557 shares (about $50.19K)

Largest Sales this Quarter

JPMorgan Equity Premium Income ETF: 4,803 shares (about $271.28K)
Microsoft: 269 shares (about $100.36K)
iShares MBS ETF: 313 shares (about $29.59K)
Apple: 100 shares (about $28.94K)
VanEck Long Muni ETF: 1,374 shares (about $24.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$3,767,455	$1,494 â–²	0.0%	5,045	19.9%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,023,241	$271,275 â–¼	-11.8%	35,822	10.7%	ETF
AAPL Apple	$1,348,707	$28,936 â–¼	-2.1%	4,661	7.1%	Technology
MSFT Microsoft	$1,128,188	$100,358 â–¼	-8.2%	3,024	6.0%	Technology
CVX Chevron	$850,702	$1,492 â–²	0.2%	5,132	4.5%	Energy
ABBV AbbVie	$508,784	$127,825 â–²	33.6%	2,022	2.7%	Healthcare
FBCG Fidelity Blue Chip Growth ETF	$433,217	$433,217 â–²	New Holding	6,975	2.3%	ETF
GOOGL Alphabet	$385,602		0.0%	1,079	2.0%	Communication Services
MBB iShares MBS ETF	$375,162	$29,586 â–¼	-7.3%	3,969	2.0%	ETF
AMZN Amazon.com	$359,417	$1,192 â–²	0.3%	1,508	1.9%	Consumer Discretionary
QQQ Invesco QQQ	$213,556		0.0%	290	1.1%	ETF
CMPS Compass Pathways	$208,005		0.0%	14,700	1.1%	Healthcare
VYM Vanguard High Dividend Yield ETF	$194,851		0.0%	1,233	1.0%	ETF
SCHY Schwab International Dividend Equity ETF	$186,445		0.0%	5,876	1.0%	ETF
MCD McDonald's	$168,054	$12,158 â–¼	-6.7%	622	0.9%	Consumer Discretionary
PRINCIPAL FINANCIAL GROUP IN	$166,736		0.0%	1,547	0.9%	COM
JCPB JPMorgan Core Plus Bond ETF	$165,689	$6,243 â–²	3.9%	3,530	0.9%	ETF
UPS United Parcel Service	$161,250		0.0%	1,500	0.9%	Industrials
SGOL abrdn Physical Gold Shares ETF	$152,920		0.0%	4,000	0.8%	ETF
NVDA NVIDIA	$151,674		0.0%	758	0.8%	Technology
PLD Prologis	$146,917	$1,084 â–²	0.7%	1,084	0.8%	Real Estate
VEU Vanguard FTSE All-World ex-US ETF	$146,169		0.0%	1,745	0.8%	ETF
SCHH Schwab U.S. REIT ETF	$144,661		0.0%	6,109	0.8%	ETF
IAU iShares Gold Trust	$140,298	$20,161 â–¼	-12.6%	1,858	0.7%	ETF
VTV Vanguard Value ETF	$139,013	$654 â–²	0.5%	638	0.7%	ETF
AEP American Electric Power	$137,912	$821 â–²	0.6%	1,008	0.7%	Utilities
SFNC Simmons First National	$133,544		0.0%	5,896	0.7%	Finance
PROFESIONALLY MANAGED PORTFO	$132,443		0.0%	2,490	0.7%	AKRE FOCUS ETF
AAP Advance Auto Parts	$124,440		0.0%	2,000	0.7%	Consumer Discretionary
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$114,568	$8,222 â–²	7.7%	850	0.6%	ETF
BLOCK INC	$114,000		0.0%	1,500	0.6%	CL A
PRAXIS FDS	$108,085		0.0%	2,770	0.6%	IMPA LA GROW ETF
WALMART INC	$106,286	$340 â–²	0.3%	938	0.6%	COM
QQQM Invesco NASDAQ 100 ETF	$103,313		0.0%	341	0.5%	ETF
LAM RESEARCH CORP	$100,099		0.0%	231	0.5%	COM NEW
STRATEGY SHS	$99,502		0.0%	3,248	0.5%	EVENTIDE US MRKT
THRIVENT ETF TRUST	$97,669		0.0%	1,940	0.5%	ULTRA SHRT BD
GLDM SPDR Gold MiniShares Trust	$97,448		0.0%	1,227	0.5%	ETF
AVEM Avantis Emerging Markets Equity ETF	$96,225	$10,520 â–¼	-9.9%	997	0.5%	ETF
PRAXIS FDS	$88,229		0.0%	2,533	0.5%	IMPA LA VALU ETF
WING Wingstop	$86,705	$86,705 â–²	New Holding	500	0.5%	Consumer Discretionary
ISHARES TR	$83,898	$13,266 â–²	18.8%	1,638	0.4%	LONG TERM MUNI
BKLN Invesco Senior Loan ETF	$83,537	$2,628 â–¼	-3.0%	4,101	0.4%	ETF
JNJ Johnson & Johnson	$82,879	$508 â–²	0.6%	326	0.4%	Healthcare
SPMO Invesco S&P 500 Momentum ETF	$77,650	$4,520 â–¼	-5.5%	481	0.4%	ETF
VDE Vanguard Energy ETF	$73,263	$18,015 â–¼	-19.7%	488	0.4%	ETF
GOOG Alphabet	$73,139		0.0%	207	0.4%	Communication Services
GLD SPDR Gold Shares	$71,097	$2,210 â–¼	-3.0%	193	0.4%	ETF
KIMBERLY-CLARK CORP	$70,050	$878 â–²	1.3%	638	0.4%	COM
SPACE EXPLORATION TECHN CORP	$67,955	$67,955 â–²	New Holding	398	0.4%	CLASS A COM STK
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF	$64,763	$89 â–²	0.1%	730	0.3%	ETF
BX Blackstone	$64,719		0.0%	550	0.3%	Finance
VZ Verizon Communications	$63,510		0.0%	1,500	0.3%	Communication Services
J P MORGAN EXCHANGE TRADED F	$63,359	$6,314 â–²	11.1%	1,184	0.3%	ACTIVE BOND ETF
JAVA JPMorgan Active Value ETF	$57,899	$4,051 â–²	7.5%	729	0.3%	ETF
MP MP Materials	$56,010		0.0%	1,000	0.3%	Materials
VTEB Vanguard Tax-Exempt Bond ETF	$54,770	$3,793 â–²	7.4%	1,083	0.3%	ETF
PAYX Paychex	$52,780	$688 â–²	1.3%	537	0.3%	Industrials
DUK Duke Energy	$52,590	$380 â–²	0.7%	415	0.3%	Utilities
SPHQ Invesco S&P 500 Quality ETF	$50,186	$50,186 â–²	New Holding	557	0.3%	ETF
SCHP Schwab U.S. TIPS ETF	$50,006		0.0%	1,887	0.3%	ETF
ACP Abrdn Income Credit Strategies Fund	$49,228		0.0%	9,467	0.3%	Finance
CDE Coeur Mining	$48,960		0.0%	3,000	0.3%	Materials
TSM Taiwan Semiconductor Manufacturing	$48,712		0.0%	102	0.3%	Technology
PG Procter & Gamble	$48,422	$293 â–²	0.6%	330	0.3%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$45,591	$285 â–²	0.6%	640	0.2%	ETF
JGRO JPMorgan Active Growth ETF	$45,113	$3,645 â–²	8.8%	458	0.2%	ETF
UNILEVER PLC	$43,165	$782 â–²	1.8%	718	0.2%	SPON ADR NEW
AVGO Broadcom	$42,308		0.0%	112	0.2%	Technology
MEOH Methanex	$41,904		0.0%	908	0.2%	Materials
CRDO Credo Technology Group	$41,608		0.0%	153	0.2%	Technology
XLG Invesco S&P 500 Top 50 ETF	$41,514	$5,817 â–¼	-12.3%	678	0.2%	ETF
HOOD Robinhood Markets	$40,012		0.0%	399	0.2%	Finance
PZA Invesco National AMT-Free Municipal Bond ETF	$38,714	$612 â–²	1.6%	1,646	0.2%	ETF
GTO Invesco Total Return Bond ETF	$38,574		0.0%	823	0.2%	ETF
NEAR iShares Short Duration Bond Active ETF	$37,843		0.0%	747	0.2%	ETF
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$35,062	$35,062 â–²	New Holding	731	0.2%	ETF
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$34,445	$6,246 â–²	22.1%	750	0.2%	ETF
CGW Invesco S&P Global Water Index ETF	$32,865		0.0%	500	0.2%	ETF
MLN VanEck Long Muni ETF	$30,848	$24,429 â–¼	-44.2%	1,735	0.2%	ETF
EZU iShares MSCI Eurozone ETF	$30,372	$19,738 â–¼	-39.4%	437	0.2%	ETF
APA APA	$29,997		0.0%	921	0.2%	Energy
TWLO Twilio	$28,680		0.0%	139	0.2%	Technology
ISHARES BITCOIN TRUST ETF	$28,563	$999 â–¼	-3.4%	858	0.2%	SHS BEN INT
SCHZ Schwab U.S. Aggregate Bond ETF	$27,918		0.0%	1,207	0.1%	ETF
CPNG Coupang	$27,792		0.0%	1,600	0.1%	Consumer Discretionary
PFM Invesco Dividend Achievers ETF	$27,727		0.0%	500	0.1%	ETF
SU Suncor Energy	$27,231	$215 â–²	0.8%	507	0.1%	Energy
FSS Federal Signal	$26,087		0.0%	203	0.1%	Industrials
J P MORGAN EXCHANGE TRADED F	$24,876		0.0%	457	0.1%	FLEXIBLE INCOME
BIV Vanguard Intermediate-Term Bond ETF	$24,774		0.0%	323	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$24,545		0.0%	311	0.1%	ETF
MS Morgan Stanley	$24,249		0.0%	116	0.1%	Finance
GLOBAL X FDS	$23,365	$1,135 â–²	5.1%	391	0.1%	DEFENSE TECH ETF
PEY Invesco High Yield Equity Dividend Achievers ETF	$23,180		0.0%	1,000	0.1%	ETF
TSME Thrivent Small-Mid Cap Equity ETF	$22,990		0.0%	439	0.1%	ETF
MA Mastercard	$22,598		0.0%	44	0.1%	Finance
JPIE JPMorgan Income ETF	$22,286	$414 â–²	1.9%	484	0.1%	ETF
VYMI Vanguard International High Dividend Yield ETF	$22,095		0.0%	225	0.1%	ETF
T AT&T	$20,423	$228 â–²	1.1%	987	0.1%	Communication Services

Showing largest 100 holdings. View all holdings.

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Lgt Financial Advisors LLC Top Holdings and 13F Report (2026)

About Lgt Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Lgt Financial Advisors LLC Top Holdings and 13F Report (2026)

About Lgt Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLgt Financial Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools