LGL PARTNERS, LLC

Institutional manager (13F) · CIK 1653202

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $239M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$64M	98,217
2	ISHARES TR	$26M	388,779
3	ISHARES TR	$26M	39,304
4	ISHARES TR	$17M	134,868
5	ISHARES TR	$13M	129,297
6	INVESCO QQQ TR	$12M	20,847
7	ISHARES TR	$11M	197,479
8	ISHARES TR	$8M	109,043
9	GMO ETF TRUST	$7M	201,750
10	ISHARES TR	$7M	73,442
11	ISHARES TR	$5M	31,077
12	ISHARES TR	$4M	12,118
13	ISHARES TR	$3M	36,838
14	VANGUARD SPECIALIZED FUNDS	$3M	14,839
15	VANGUARD TAX-MANAGED FDS	$3M	49,301
16	ISHARES TR	$3M	11,936
17	INVESCO EXCHANGE TRADED FD T	$2M	11,406
18	BERKSHIRE HATHAWAY INC DEL	$2M	3
19	ISHARES INC	$2M	22,703
20	ISHARES TR	$2M	10,592
21	VANECK ETF TRUST	$1M	11,308
22	ELI LILLY & CO	$1M	1,293
23	LIQUIDIA CORPORATION	$1M	29,000
24	SPDR GOLD TR	$966k	2,245
25	ISHARES TR	$964k	2,705
26	SABRA HEALTH CARE REIT INC	$964k	50,145
27	GLOBAL X FDS	$963k	17,879
28	SPDR SERIES TRUST	$889k	6,964
29	ISHARES TR	$871k	8,954
30	COUPANG INC	$850k	45,000
31	JPMORGAN CHASE & CO	$615k	2,091
32	PTC THERAPEUTICS INC	$613k	9,000
33	MICROSOFT CORP	$610k	1,649
34	ISHARES TR	$605k	1,418
35	UNIFI INC	$603k	169,040
36	VANECK ETF TRUST	$603k	6,576
37	VANGUARD INTL EQUITY INDEX F	$577k	4,169
38	ISHARES TR	$555k	6,930
39	NIKE INC	$532k	10,000
40	SYMBOTIC INC	$532k	10,000
41	INTERNATIONAL BUSINESS MACHS	$512k	2,114
42	ISHARES INC	$450k	7,657
43	GLOBAL PMTS INC	$447k	6,648
44	VANGUARD INDEX FDS	$410k	1,355
45	ISHARES TR	$399k	1,888
46	VANGUARD INTL EQUITY INDEX F	$384k	4,660
47	ISHARES TR	$341k	2,516
48	WISDOMTREE TR	$340k	2,937
49	ISHARES TR	$332k	2,511
50	VANGUARD INDEX FDS	$318k	728

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.