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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $20M AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 48 Added 31 Reduced 29 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 4,761.0 $1.2M 6.19% -51.0 -1.1% $253.79 +11.8%
2 CVX CHEVRON CORPORATION Energy 5,123.0 $1.1M 5.43% -1K -16.7% $206.91 -17.3%
3 IAU ISHARES GOLD TR Financial Services 2,125.0 $187K 0.96% -840.0 -28.3% $88.16 -13.2%
4 SCHY SCHWAB STRATEGIC TR 5,876.0 $186K 0.95% -447.0 -7.1% $31.66 +0.3%
5 VYM VANGUARD WHITEHALL FDS 1,233.0 $183K 0.94% -81.0 -6.2% $148.10 +6.8%
6 GLDM WORLD GOLD TR Financial Services 1,227.0 $114K 0.58% -396.0 -24.4% $92.69 -13.0%
7 TUSB THRIVENT ETF TRUST 1,940.0 $98K 0.50% -183.0 -8.6% $50.28 +0.5%
8 PRXV PRAXIS FDS 2,533.0 $79K 0.40% -494.0 -16.3% $31.09 +12.5%
9 KMB KIMBERLY-CLARK CORP Consumer Defensive 630.0 $61K 0.31% -53.0 -7.8% $96.45 +13.4%
10 SPMO INVESCO EXCH TRADED FD TR II 509.0 $57K 0.29% -349.0 -40.7% $112.22 +37.4%
11 DUK DUKE ENERGY CORP NEW Utilities 412.0 $54K 0.28% -162.0 -28.2% $130.93 -1.9%
12 PAYX PAYCHEX INC Industrials 530.0 $49K 0.25% -214.0 -28.8% $92.15 +8.4%
13 JAVA J P MORGAN EXCHANGE TRADED F 678.0 $49K 0.25% -10.0 -1.4% $71.72 +10.1%
14 IBIT ISHARES BITCOIN TRUST ETF Financial Services 888.0 $34K 0.17% -559.0 -38.6% $38.41 -11.9%
15 BBAG J P MORGAN EXCHANGE TRADED F 614.0 $28K 0.14% -5.0 -0.8% $46.17 -0.2%
16 T AT&T INC Communication Services 976.0 $28K 0.14% -636.0 -39.5% $29.00 -21.6%
17 JPIE J P MORGAN EXCHANGE TRADED F 475.0 $22K 0.11% -145.0 -23.4% $46.08 -0.0%
18 HDEF DBX ETF TR 505.0 $16K 0.08% -6.0 -1.2% $32.41 -1.0%
19 MCK MCKESSON CORP Healthcare 14.0 $12K 0.06% -3.0 -17.6% $879.14 -13.2%
20 BBMC J P MORGAN EXCHANGE TRADED F 108.0 $12K 0.06% -12.0 -10.0% $108.53 +16.1%
Page 1 of 2  ·  31 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 35.6%
Technology 21.2%
Energy 18.8%
Consumer Cyclical 5.7%
Healthcare 4.0%
Communication Services 3.8%
Industrials 3.3%
Real Estate 2.3%
Consumer Defensive 2.3%
Utilities 1.7%