LGL PARTNERS, LLC
LGL PARTNERS, LLC reported 62 positions worth $273.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPY (26.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $73.6M | 26.94% | 98,619 | — | — | |
| ▸ 2 | IJH | SH | $29.9M | 10.94% | 387,908 | — | — | |
| ▸ 3 | IVV | SH | $29.6M | 10.81% | 39,462 | — | — | |
| ▸ 4 | IJR | SH | $20.1M | 7.35% | 135,548 | — | — | |
| ▸ 5 | QQQ | SH | $15.3M | 5.61% | 20,840 | — | — | |
| ▸ 6 | EEM | SH | $13.6M | 4.97% | 198,768 | — | — | |
| ▸ 7 | EFA | SH | $13.3M | 4.88% | 128,370 | — | — | |
| ▸ 8 | QLTY | SH | $8.6M | 3.15% | 206,341 | — | — | |
| ▸ 9 | DGRO | SH | $8.4M | 3.07% | 110,630 | — | — | |
| ▸ 10 | AGG | SH | $7.3M | 2.66% | 73,550 | — | — |
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Frequently Asked Questions
What stocks does LGL PARTNERS, LLC hold as of Q2 2026?
LGL PARTNERS, LLC reported 62 positions worth $273.3M in its Q2 2026 13F filing. Largest positions: SPY (26.9%), IJH (10.9%), IVV (10.8%), IJR (7.4%) and QQQ (5.6%).
What did LGL PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LGL PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.