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Portfolio (Quarterly) Guide ↗

LGL PARTNERS, LLC

· CIK 0001653202
13F Portfolio $273M AUM 62 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 19 Added 4 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJR ISHARES TR 135,548.0 $20.1M 7.36% +680.0 +0.5% $148.31 -2.0%
2 EEM ISHARES TR 198,768.0 $13.6M 4.97% +1K +0.7% $68.41 +0.4%
3 QLTY GMO ETF TRUST 206,341.0 $8.6M 3.15% +5K +2.3% $41.70 +3.2%
4 DGRO ISHARES TR 110,630.0 $8.4M 3.07% +2K +1.5% $75.79 +4.4%
5 DVY ISHARES TR 31,323.0 $4.9M 1.79% +246.0 +0.8% $156.30 +5.1%
6 IEFA ISHARES TR 37,497.0 $3.6M 1.32% +659.0 +1.8% $96.58 +4.7%
7 VEA VANGUARD TAX-MANAGED FDS 49,557.0 $3.5M 1.29% +256.0 +0.5% $71.25 +3.5%
8 IEMG ISHARES INC 23,972.0 $2.0M 0.73% +1K +5.6% $82.84 +1.0%
9 IGV ISHARES TR 11,635.0 $1.1M 0.39% +5K +67.9% $90.60 +15.4%
10 MLPA GLOBAL X FDS 18,215.0 $967K 0.35% +336.0 +1.9% $53.08 +7.8%
11 MSFT MICROSOFT CORP Technology 2,154.0 $803K 0.29% +505.0 +30.6% $372.94 +34.0%
12 HDV ISHARES TR 25,742.0 $706K 0.26% +23K +923.1% $27.41 +7.3%
13 IWF ISHARES TR 5,676.0 $705K 0.26% +4K +300.3% $124.17 -0.6%
14 IBM INTERNATIONAL BUSINESS MACHS Technology 2,266.0 $637K 0.23% +152.0 +7.2% $281.16 -16.5%
15 EWL ISHARES INC 7,792.0 $490K 0.18% +135.0 +1.8% $62.85 +0.4%
16 VGK VANGUARD INTL EQUITY INDEX F 4,685.0 $415K 0.15% +25.0 +0.5% $88.55 +3.6%
17 VUG VANGUARD INDEX FDS 4,371.0 $377K 0.14% +4K +500.4% $86.14 +2.7%
18 XLU SELECT SECTOR SPDR TR 6,089.0 $276K 0.10% +39.0 +0.6% $45.34 -5.0%
19 USRT ISHARES TR 3,447.0 $229K 0.08% +19.0 +0.6% $66.46 -1.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.6%
Technology 2.3%
Healthcare 1.3%
Industrials 1.0%
Communication Services 0.3%
Real Estate 0.2%
Basic Materials 0.2%