LGL PARTNERS, LLC - Portfolio Stock Holdings
LGL PARTNERS, LLC disclosed 73 stock positions in a recent SEC 13F filing. $273,316,869 of stock holdings were filed, with the largest holdings including SPY, IJH, and IVV. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.We estimate the fund has a total AUM of $1,707,949,153 and has 36 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$273,316,869Top Stock Holdings By Sector
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Portfolio Stock Holdings - LGL PARTNERS, LLC
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