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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
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDXJ VANECK ETF TRUST 11,308.0 $1.1M 0.41% $98.25 +31.3%
22 IWB ISHARES TR 2,710.0 $1.1M 0.41% $409.56 +2.9%
23 XBI SPDR SERIES TRUST 6,970.0 $1.1M 0.40% $158.24 +3.5%
24 IGV ISHARES TR 11,635.0 $1.1M 0.39% +5K +67.9% $90.60 +15.4%
25 IWR ISHARES TR 8,978.0 $990K 0.36% $110.32 +1.4%
26 MLPA GLOBAL X FDS 18,215.0 $967K 0.35% +336.0 +1.9% $53.08 +7.8%
27 GLD SPDR GOLD TR Financial Services 2,245.0 $827K 0.30% $368.38 +10.4%
28 MSFT MICROSOFT CORP Technology 2,154.0 $803K 0.29% +505.0 +30.6% $372.94 +34.0%
29 PTCT PTC THERAPEUTICS INC Healthcare 9,000.0 $734K 0.27% $81.57 -15.0%
30 HDV ISHARES TR 25,742.0 $706K 0.26% +23K +923.1% $27.41 +7.3%
31 IWF ISHARES TR 5,676.0 $705K 0.26% +4K +300.3% $124.17 -0.6%
32 VT VANGUARD INTL EQUITY INDEX F 4,184.0 $657K 0.24% $156.94 +3.1%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 2,266.0 $637K 0.23% +152.0 +7.2% $281.16 -16.5%
34 VOO VANGUARD INDEX FDS 825.0 $567K 0.21% NEW $686.81 +3.1%
35 ICSH ISHARES TR 9,939.0 $503K 0.18% NEW $50.58 -0.3%
36 VBK VANGUARD INDEX FDS 1,356.0 $496K 0.18% $365.77 -4.5%
37 GDX VANECK ETF TRUST 6,511.0 $491K 0.18% -65.0 -1.0% $75.44 +31.6%
38 EWL ISHARES INC 7,792.0 $490K 0.18% +135.0 +1.8% $62.85 +0.4%
39 GPN GLOBAL PMTS INC Industrials 6,673.0 $484K 0.18% $72.56 +27.5%
40 VCSH VANGUARD SCOTTSDALE FDS 5,838.0 $461K 0.17% NEW $79.03 -1.1%
Page 2 of 4  ·  62 positions

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%