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CIK: 0001653202
Total reported value
$273.3M
$273.3M
57 檔
53.0%
During the Q3 2025 filing period, Lgl Partners, LLC (CIK: 0001653202) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $273.3M across 57 reported positions.
In Q3 2025, Lgl Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.13% | +0.57% | -0.03% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.76% | +0.13% | -1.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.25% | +0.24% | -6.44% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.93% | +0.45% | -0.81% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.67% | +0.66% | +0.12% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.76% | -0.29% | -3.77% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.23% | +0.35% | -5.78% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.03% | -0.08% | +2.80% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.01% | -0.34% | -6.23% | |
| 10 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.94% | +0.14% | +2.13% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.85% | -0.15% | +0.87% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.65% | +0.18% | +0.12% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | -0.02% | — | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.28% | -0.07% | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.05% | +3.46% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.01% | +0.48% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.22% | +0.10% | +0.26% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | -0.01% | +0.43% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.21% | NEW | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.64% | +0.06% | +0.22% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.08% | — | |
| 22 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.51% | -0.15% | -4.24% | |
| 23 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 0.45% | +0.02% | +6.67% | |
| 24 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.44% | — | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.42% | +0.01% | +0.26% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.10% | -5.89% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | — | +0.34% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.04% | +0.06% | |
| 29 | MLPA | Global X Mlp ETF | ETF-Other | 0.35% | -0.05% | +1.88% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.02% | +0.63% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | +0.01% | +0.07% | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.27% | +0.03% | -7.75% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.24% | — | +0.34% | |
| 34 | GPN | Global Payments Inc | Stock-Industrials | 0.23% | — | +0.29% | |
| 35 | EQT | Eqt CORP | Stock-Energy | 0.23% | — | +0.30% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.21% | -0.07% | — | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.17% | +0.01% | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | — | +0.43% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.01% | — | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.14% | — | +0.24% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.14% | — | +0.41% | |
| 42 | KEY | Keycorp | Stock-Financials | 0.14% | — | +1.08% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.13% | -0.02% | — | |
| 44 | PHR | Phreesia Inc | Stock-Other | 0.13% | +0.01% | — | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.12% | -0.01% | +27.89% | |
| 46 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.12% | +0.03% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | — | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.11% | -0.01% | +0.64% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.11% | — | — | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.10% | — | — |
According to official SEC Form 13F filings, Lgl Partners, LLC reported a total U.S. public equity portfolio value of $273.3M across 57 disclosed positions in Q3 2025.
During Q3 2025, Lgl Partners, LLC's top holdings by market value included SPY (28.1%)、IJH (10.8%)、IVV (10.3%). The largest single position, SPY, represented 28.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IJH, IVV) accounted for 53.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $264.9K
Top Position Liquidated / Trimmed
DFUS
前期市值: $1.0M
In Q3 2025, Lgl Partners, LLC made 47 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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