LGT Financial Advisors LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 16,327
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 14.47 K | 88.7% | 0 | 12.58 K | -12.58 K |
| ETFs | 1.785 K | 10.9% | 0 | 16.13 K | -16.13 K |
| Debt | 29 | 0.2% | 6 | 0 | 6 |
| Other | 31 | 0.2% | 0 | 1.342 K | -1.342 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
16,327
Holdings
263
QoQ value change ($000)
-30,044
(-64.8%)
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.