LGL PARTNERS, LLC - Portfolio overview

LGL PARTNERS, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 25.91%
2. IJH - ISHARES TR, 10.62%
3. IVV - ISHARES TR, 10.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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