Lgt Financial Advisors LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $46.4 Billion distributed in 382 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 $3.34B, Ishares Core S&P 500 ETF with a value of $2.58B, J P Morgan Exchange Traded Fd with a value of $2.33B, Microsoft Corp with a value of $1.68B, and Ishares Msci Usa Quality Facto with a value of $1.42B.
Examining the 13F form we can see an increase of $6.95B in the current position value, from $39.4B to 46.4B.
Lgt Financial Advisors LLC is based out at Dallas, TX
Below you can find more details about Lgt Financial Advisors LLC portfolio as well as his latest detailed transactions.