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.

Portfolio value $46.4 Billion
ETFs: $33.1 Billion
Technology: $3.73 Billion
Energy: $2 Billion
Consumer Cyclical: $1.2 Billion
Financial Services: $666 Million
Communication Services: $611 Million
Healthcare: $557 Million
Industrials: $437 Million
Other: $925 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 382
  • Current Value $46.4 Billion
  • Prior Value $39.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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