LGL PARTNERS, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 273,334
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 62 | 273,334 | 13F-HR | LGL PARTNERS, LLC |
| Q1 2026 | 5/14/2026 | 66 | 242,881 | 13F-HR | LGL PARTNERS, LLC |
| Q4 2025 | 2/9/2026 | 53 | 234,314 | 13F-HR | LGL PARTNERS, LLC |
| Q3 2025 | 11/13/2025 | 57 | 234,824 | 13F-HR | LGL PARTNERS, LLC |
| Q2 2025 | 8/15/2025 | 57 | 225,290 | 13F-HR | LGL PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.768 K | 2.8% | 0 | 5.608 K | -5.608 K |
| ETFs | 265.6 K | 97.2% | 36.06 K | 0 | 36.06 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
273,334
Holdings
62
QoQ value change ($000)
30,453
(12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.