LGT Financial Advisors LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$19,511
Net value change ($000)
+3,184 (19.5%)
New positions
17
Sold out positions
29
Turnover %
22.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,280 NEW
XOM 397 41.7%
JEPI 125 5.7%
CVX 123 13.1%
VDE 105 NEW
GLD 86 NEW
LMUB 69 NEW
BX 63 NEW
SYSB 52 400.0%
MP 48 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -348 -22.2%
FBCG -274 -100.0%
AAPL -100 -7.6%
IAU -54 -22.4%
SPMO -45 -44.1%
TE -38 -33.9%
IBIT -38 -52.8%
INTC -36 -97.3%
PAYX -34 -41.0%
AMZN -34 -9.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type