LGT Financial Advisors LLC - Portfolio Stock Holdings

LGT Financial Advisors LLC disclosed 280 stock positions in a recent SEC 13F filing. $19,444,065 of stock holdings were filed, with the largest holdings including SPY, JEPI, and XOM. This filing represented positions held on March 31, 2026, and was filed on April 28, 2026.

We estimate the fund has a total AUM of $456,076,011 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.