Lgl Partners, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $61.1M, Ishares Core S&P Mid Cap ETF with a value of $24.4M, Ishares Core S&P 500 ETF with a value of $23.9M, Ishares Core S&P Sm Cap ETF with a value of $15.1M, and Invesco Qqq Trust, Series 1 with a value of $12.2M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $200M to 213M.

Lgl Partners, LLC is based out at West Conshohocken, PA

Below you can find more details about Lgl Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $205 Million
Financial Services: $3.36 Million
Technology: $2.03 Million
Healthcare: $1.47 Million
Industrials: $767,000
Energy: $585,000
Consumer Cyclical: $180,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $213 Million
  • Prior Value $200 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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