LGL PARTNERS, LLC — 13F holdings

LGL PARTNERS, LLC reported 62 holdings worth $273M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $73.6M (26.9%)
  2. IJH ISHARES TR — $29.9M (10.9%)
  3. IVV ISHARES TR — $29.6M (10.8%)
  4. IJR ISHARES TR — $20.1M (7.4%)
  5. QQQ INVESCO QQQ TR — $15.3M (5.6%)
  6. EEM ISHARES TR — $13.6M (5.0%)
  7. EFA ISHARES TR — $13.3M (4.9%)
  8. QLTY GMO ETF TRUST — $8.60M (3.1%)
  9. DGRO ISHARES TR — $8.38M (3.1%)
  10. AGG ISHARES TR — $7.28M (2.7%)