13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001653202
Total reported value
$273.3M
$273.3M
66 檔
53.2%
In Q1 2026, Lgl Partners, LLC's U.S. equity holdings reached a combined market value of $273.3M, distributed across 66 disclosed stock positions.
In Q1 2026, Lgl Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IJH, IVV) accounted for 53.2% of total reported equity market value during Q1 2026.
| # | 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 | 26.37% | +0.57% | +0.44% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.81% | +0.13% | +2.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.57% | +0.24% | +9.53% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.90% | +0.45% | +2.25% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.17% | -0.29% | +6.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.95% | +0.66% | -4.30% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.62% | +0.35% | +5.83% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.15% | -0.08% | +2.65% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 3.01% | +0.14% | +5.24% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.00% | -0.34% | +3.86% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.94% | -0.15% | +0.67% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.57% | +0.18% | +0.02% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.05% | +8.41% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.31% | -0.02% | +0.33% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.01% | +0.97% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.22% | +0.10% | +0.17% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | -0.01% | +0.42% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.89% | -0.07% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.08% | +16.27% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.63% | +0.06% | +0.15% | |
| 21 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.56% | -0.15% | -2.12% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.49% | EXIT | |
| 23 | LQDA | Liquidia CORP | Stock-Other | 0.45% | -0.45% | EXIT | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.10% | -18.30% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | +0.01% | +0.26% | |
| 26 | SBRA | Sabra Health Care Reit Inc | Stock-Real Estate | 0.40% | -0.33% | — | |
| 27 | MLPA | Global X Mlp ETF | ETF-Other | 0.40% | -0.05% | +1.92% | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.37% | +0.03% | +8.41% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | — | +0.27% | |
| 30 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.35% | -0.35% | EXIT | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.25% | EXIT | |
| 32 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 0.25% | +0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.04% | +0.06% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | +0.14% | |
| 35 | UFI | Unifi Inc | Stock-Other | 0.25% | -0.25% | EXIT | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.25% | -0.07% | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.24% | — | +0.24% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.23% | +0.16% | — | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.22% | -0.22% | EXIT | |
| 40 | SYM | Symbotic Inc | Stock-Industrials | 0.22% | -0.22% | EXIT | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.02% | +14.95% | |
| 42 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.19% | -0.01% | +102.19% | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.18% | — | +0.36% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.17% | +0.01% | +0.15% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | — | +0.37% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.16% | -0.01% | — | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.14% | +0.12% | — | |
| 48 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.14% | — | +0.31% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.14% | — | +0.24% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | +0.14% |
According to official SEC Form 13F filings, Lgl Partners, LLC reported a total U.S. public equity portfolio value of $273.3M across 66 disclosed positions in Q1 2026.
During Q1 2026, Lgl Partners, LLC's top holdings by market value included SPY (26.4%)、IJH (10.8%)、IVV (10.6%). The largest single position, SPY, represented 26.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
LLY
市值: $1.2M
Top Position Liquidated / Trimmed
VTI
前期市值: $479.8K
In Q1 2026, Lgl Partners, LLC made 60 total portfolio adjustments, initiating 15 new buys, adding to 40 positions, trimming 3 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.