LGT Financial Advisors LLC - Portfolio Stock Holdings

LGT Financial Advisors LLC disclosed 267 stock positions in a recent SEC 13F filing. $18,885,544 of stock holdings were filed, with the largest holdings including SPY, JEPI, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 24, 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.