LGT Financial Advisors LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 18,908
- Description
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- Website
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- Founded
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- 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 | 7/24/2026 | 223 | 18,908 | 13F-HR | LGT Financial Advisors LLC |
| Q1 2026 | 4/28/2026 | 251 | 19,511 | 13F-HR | LGT Financial Advisors LLC |
| Q4 2025 | 2/13/2026 | 263 | 16,327 | 13F-HR | LGT Financial Advisors LLC |
| Q3 2025 | 11/17/2025 | 382 | 46,371 | 13F-HR | LGT Financial Advisors LLC |
| Q2 2025 | 7/30/2025 | 614 | 39,416 | 13F-HR | LGT Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.869 K | 46.9% | 0 | 1.126 K | -1.126 K |
| ETFs | 9.98 K | 52.8% | 534 | 0 | 534 |
| Debt | 63 | 0.3% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
18,908
Holdings
223
QoQ value change ($000)
-603
(-3.1%)
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.