LGT Financial Advisors LLC — 13F Holdings & Portfolio

CIK 1965191 · latest 13F-HR filed 2026-07-24

LGT Financial Advisors LLC manages $18.9M in 13F-reported U.S. long-equity assets across 223 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (19.92%), JEPI (10.70%), AAPL (7.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 45, added to 108, and trimmed 47.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2626 HOWELL ST
SUITE 700
DALLAS, TX 75204
Phone
(214) 461-1539
Filing Manager
LGT Financial Advisors LLC
DALLAS, TX
Signatory
Michael Radoff
CCO
Loading holdings…
AUM

$18.9M

Long-equity book

Holdings

223

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+17 / −45 / ↑108 / ↓47

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$487.8K +14.9%
  • ABBVIE INC$179.4K +54.5%
  • APPLE INC$140.4K +11.6%
  • COMPASS PATHWAYS PLC$126.7K +155.9%
  • ALPHABET INC$75.3K +24.3%
Show all 108

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$279.4K -12.1%
  • CHEVRON CORPORATION-$209.3K -19.7%
  • MICROSOFT CORP-$90.9K -7.5%
  • ISHARES GOLD TR-$47.0K -25.1%
  • MCDONALDS CORP-$39.4K -19.0%
Show all 47

New Positions

  • FIDELITY COVINGTON TRUST$433.2K
  • WINGSTOP INC$86.7K
  • SPACE EXPLORATION TECHN CORP$68.0K
  • INVESCO EXCHANGE TRADED FD T$50.2K
  • SPDR SERIES TRUST$35.1K
Show all 17

Exited Positions

  • EXXON MOBIL CORP$1.3M
  • SILA REALTY TRUST INC$126.3K
  • MANULIFE FINL CORP$101.8K
  • T1 ENERGY INC$73.9K
  • SOLID POWER INC$71.2K
Show all 45
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.8M 19.92% 5,045 SH
2 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.0M 10.70% 35,822 SH
3 APPLE INC AAPL 037833100 $1.3M 7.13% 4,661 SH
4 MICROSOFT CORP MSFT 594918104 $1.1M 5.97% 3,024 SH
5 CHEVRON CORPORATION CVX 166764100 $850.7K 4.50% 5,132 SH
6 ABBVIE INC ABBV 00287Y109 $508.8K 2.69% 2,022 SH
7 FIDELITY COVINGTON TRUST FBCG 316092352 $433.2K 2.29% 6,975 SH
8 ALPHABET INC GOOGL 02079K305 $385.6K 2.04% 1,079 SH
9 ISHARES TR MBB 464288588 $375.2K 1.98% 3,969 SH
10 AMAZON COM INC AMZN 023135106 $359.4K 1.90% 1,508 SH
11 INVESCO QQQ TR QQQ 46090E103 $213.6K 1.13% 290 SH
12 COMPASS PATHWAYS PLC CMPS 20451W101 $208.0K 1.10% 14,700 SH
13 VANGUARD WHITEHALL FDS VYM 921946406 $194.9K 1.03% 1,233 SH
14 SCHWAB STRATEGIC TR SCHY 808524672 $186.4K 0.99% 5,876 SH
15 MCDONALDS CORP MCD 580135101 $168.1K 0.89% 622 SH
16 PRINCIPAL FINANCIAL GROUP IN PFG 74251V102 $166.7K 0.88% 1,547 SH
17 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $165.7K 0.88% 3,530 SH
18 UNITED PARCEL SVCS INC UPS 911312106 $161.2K 0.85% 1,500 SH
19 ETFS GOLD TR SGOL 00326A104 $152.9K 0.81% 4,000 SH
20 NVIDIA CORPORATION NVDA 67066G104 $151.7K 0.80% 758 SH
21 PROLOGIS INC. PLD 74340W103 $146.9K 0.78% 1,084 SH
22 VANGUARD INTL EQUITY INDEX F VEU 922042775 $146.2K 0.77% 1,745 SH
23 SCHWAB STRATEGIC TR SCHH 808524847 $144.7K 0.77% 6,109 SH
24 ISHARES GOLD TR IAU 464285204 $140.3K 0.74% 1,858 SH
25 VANGUARD INDEX FDS VTV 922908744 $139.0K 0.74% 638 SH
26 AMERICAN ELEC PWR CO INC AEP 025537101 $137.9K 0.73% 1,008 SH
27 SIMMONS FIRST NATL CORP SFNC 828730200 $133.5K 0.71% 5,896 SH
28 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $132.4K 0.70% 2,490 SH
29 ADVANCE AUTO PARTS INC AAP 00751Y106 $124.4K 0.66% 2,000 SH
30 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $114.6K 0.61% 850 SH
31 BLOCK INC XYZ 852234103 $114.0K 0.60% 1,500 SH
32 PRAXIS FDS PRXG 74006E736 $108.1K 0.57% 2,770 SH
33 WALMART INC WMT 931142103 $106.3K 0.56% 938 SH
34 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $103.3K 0.55% 341 SH
35 LAM RESEARCH CORP LRCX 512807306 $100.1K 0.53% 231 SH
36 STRATEGY SHS ESUM 86280R787 $99.5K 0.53% 3,248 SH
37 THRIVENT ETF TRUST TUSB 88588G307 $97.7K 0.52% 1,940 SH
38 WORLD GOLD TR GLDM 98149E303 $97.4K 0.52% 1,227 SH
39 AMERICAN CENTY ETF TR AVEM 025072604 $96.2K 0.51% 997 SH
40 PRAXIS FDS PRXV 74006E744 $88.2K 0.47% 2,533 SH
41 WINGSTOP INC WING 974155103 $86.7K 0.46% 500 SH
42 ISHARES TR LMUB 46438G448 $83.9K 0.44% 1,638 SH
43 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $83.5K 0.44% 4,101 SH
44 JOHNSON & JOHNSON JNJ 478160104 $82.9K 0.44% 326 SH
45 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $77.7K 0.41% 481 SH
46 VANGUARD WORLD FD VDE 92204A306 $73.3K 0.39% 488 SH
47 ALPHABET INC GOOG 02079K107 $73.1K 0.39% 207 SH
48 SPDR GOLD TR GLD 78463V107 $71.1K 0.38% 193 SH
49 KIMBERLY-CLARK CORP KMB 494368103 $70.0K 0.37% 638 SH
50 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $68.0K 0.36% 398 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $18.9M 223 0001398344-26-012650
2026-03-31 2026-04-28 $19.5M 251 0001398344-26-007386
2025-12-31 2026-02-13 $16.3M 263 0001398344-26-002969