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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $19M AUM 223 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 40 Added 25 Reduced 45 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 35,822.0 $2.0M 10.70% -5K -11.8% $56.48 +2.5%
2 AAPL APPLE INC Technology 4,661.0 $1.3M 7.13% -100.0 -2.1% $289.36 +7.2%
3 MSFT MICROSOFT CORP Technology 3,024.0 $1.1M 5.97% -269.0 -8.2% $373.08 +29.3%
4 MBB ISHARES TR 3,969.0 $375K 1.98% -313.0 -7.3% $94.52 -1.5%
5 MCD MCDONALDS CORP Consumer Cyclical 622.0 $168K 0.89% -45.0 -6.8% $270.18 -0.6%
6 IAU ISHARES GOLD TR Financial Services 1,858.0 $140K 0.74% -267.0 -12.6% $75.51 +8.7%
7 AVEM AMERICAN CENTY ETF TR 997.0 $96K 0.51% -109.0 -9.9% $96.51 -4.5%
8 BKLN INVESCO EXCH TRADED FD TR II 4,101.0 $84K 0.44% -129.0 -3.0% $20.37 +0.9%
9 SPMO INVESCO EXCH TRADED FD TR II 481.0 $78K 0.41% -28.0 -5.5% $161.43 -6.6%
10 VDE VANGUARD WORLD FD 488.0 $73K 0.39% -120.0 -19.7% $150.13 +19.0%
11 GLD SPDR GOLD TR Financial Services 193.0 $71K 0.38% -6.0 -3.0% $368.38 +8.7%
12 XLG INVESCO EXCHANGE TRADED FD T 678.0 $42K 0.22% -95.0 -12.3% $61.23 +1.9%
13 MLN VANECK ETF TRUST 1,735.0 $31K 0.16% -1K -44.2% $17.78 -2.7%
14 EZU ISHARES INC 437.0 $30K 0.16% -284.0 -39.4% $69.50 +2.4%
15 IBIT ISHARES BITCOIN TRUST ETF Financial Services 858.0 $29K 0.15% -30.0 -3.4% $33.29 +10.1%
16 GEM GOLDMAN SACHS ETF TR 207.0 $11K 0.06% -3.0 -1.4% $52.00 -3.7%
17 SNX TD SYNNEX CORPORATION Technology 34.0 $9K 0.05% -4.0 -10.5% $268.74 -4.2%
18 WRB BERKLEY W R CORP Financial Services 112.0 $8K 0.04% -29.0 -20.6% $70.52 -0.2%
19 CBOE CBOE GLOBAL MKTS INC Financial Services 32.0 $8K 0.04% -10.0 -23.8% $241.84 +22.0%
20 MCK MCKESSON CORP Healthcare 10.0 $8K 0.04% -4.0 -28.6% $773.20 +13.6%
Page 1 of 2  ·  25 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 41.2%
Technology 24.0%
Energy 7.6%
Healthcare 6.7%
Consumer Cyclical 6.6%
Communication Services 4.7%
Industrials 2.5%
Consumer Defensive 2.0%
Utilities 1.7%
Real Estate 1.5%