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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EZU ISHARES INC 437.0 $30K 0.16% -284.0 -39.4% $69.50 +2.3%
82 APA APA CORPORATION Energy 921.0 $30K 0.16% $32.57 +30.1%
83 TWLO TWILIO INC Communication Services 139.0 $29K 0.15% $206.33 +12.5%
84 IBIT ISHARES BITCOIN TRUST ETF Financial Services 858.0 $29K 0.15% -30.0 -3.4% $33.29 +9.9%
85 SCHZ SCHWAB STRATEGIC TR 1,207.0 $28K 0.15% $23.13 -1.6%
86 CPNG COUPANG INC Consumer Cyclical 1,600.0 $28K 0.15% $17.37 -10.3%
87 PFM INVESCO EXCHANGE TRADED FD T 500.0 $28K 0.15% $55.45 +4.0%
88 SU SUNCOR ENERGY INC NEW Energy 507.0 $27K 0.14% +4.0 +0.8% $53.71 +26.0%
89 FSS FEDERAL SIGNAL CORP Industrials 203.0 $26K 0.14% $128.51 -5.1%
90 JFLI J P MORGAN EXCHANGE TRADED F 457.0 $25K 0.13% $54.43 -0.6%
91 BIV VANGUARD BD INDEX FDS 323.0 $25K 0.13% $76.70 -1.6%
92 VCSH VANGUARD SCOTTSDALE FDS 311.0 $25K 0.13% $78.92 -0.4%
93 MS MORGAN STANLEY Financial Services 116.0 $24K 0.13% $209.04 +4.1%
94 SHLD GLOBAL X FDS 391.0 $23K 0.12% +19.0 +5.1% $59.76 +16.8%
95 PEY INVESCO EXCHANGE TRADED FD T 1,000.0 $23K 0.12% $23.18 +8.2%
96 TSME THRIVENT ETF TRUST 439.0 $23K 0.12% $52.37 -5.1%
97 MA MASTERCARD INCORPORATED Financial Services 44.0 $23K 0.12% $513.59 +11.8%
98 JPIE J P MORGAN EXCHANGE TRADED F 484.0 $22K 0.12% +9.0 +1.9% $46.05 -0.4%
99 VYMI VANGUARD WHITEHALL FDS 225.0 $22K 0.12% $98.20 +5.9%
100 T AT&T INC Communication Services 987.0 $20K 0.11% +11.0 +1.1% $20.69 +20.3%
Page 5 of 12  ·  223 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%