Notify me when LGL PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 53 | $233,833,820 | +$3,080,478 | -$8,722,792 | -$5,642,314 | SPY, IJH, IVV, IJR, QQQ | 13F-HR | 09 Feb 2026, 11:30 |
| Q3 2025 | 57 | $234,824,303 | +$1,112,934 | -$4,417,410 | -$3,304,476 | SPY, IJH, IVV, IJR, QQQ | 13F-HR | 13 Nov 2025, 16:31 |
| Q2 2025 | 57 | $225,132,484 | +$5,158,782 | -$7,595,715 | -$2,436,933 | SPY, IJH, IVV, IJR, QQQ | 13F-HR | 15 Aug 2025, 12:41 |
| Q1 2025 | 53 | $207,305,023 | +$5,986,878 | -$466,439,093 | -$460,452,215 | SPY, IVV, IJH, IJR, EFA | 13F-HR | 15 May 2025, 16:37 |
| Q4 2024 | 125 | $688,941,275 | +$10,649,083 | -$40,193,068 | -$29,543,985 | VOO, SPY, IVV, BOXX, BND | 13F-HR | 04 Feb 2025, 16:29 |
| Q3 2024 | 121 | $711,995,178 | +$7,516,154 | -$15,592,321 | -$8,076,167 | VOO, BOXX, IVV, SPY, BND | 13F-HR | 12 Nov 2024, 09:54 |
| Q2 2024 | 114 | $684,048,917 | +$82,826,047 | -$10,543,848 | +$72,282,199 | VOO, BOXX, IVV, SPY, BND | 13F-HR | 01 Aug 2024, 11:17 |
| Q1 2024 | 103 | $596,990,620 | +$260,765,768 | -$419,486,765 | -$158,720,997 | VOO, IVV, SPY, BND, IJH | 13F-HR | 30 Apr 2024, 12:52 |
| Q4 2023 | 100 | $730,069,991 | +$145,986,037 | -$43,063,592 | +$102,922,445 | SCHB, IWV, VTV, AGG, SPY | 13F-HR | 05 Feb 2024, 14:28 |
| Q3 2023 | 94 | $570,280,764 | +$10,650,815 | -$5,376,907 | +$5,273,908 | SCHB, IWV, VTV, VTI, IVLU | 13F-HR | 13 Nov 2023, 14:41 |
| Q2 2023 | 99 | $584,854,062 | +$18,287,296 | -$50,033,237 | -$31,745,941 | SCHB, IWV, VTV, VTI, IVLU | 13F-HR | 02 Aug 2023, 12:49 |
| Q1 2023 | 99 | $584,392,932 | +$10,854,484 | -$8,521,635 | +$2,332,849 | SCHB, IWV, VTV, VTI, IVLU | 13F-HR | 12 May 2023, 13:12 |
| Q4 2022 | 93 | $551,745,343 | +$66,279,925 | -$33,335,628 | +$32,944,297 | VTV, SCHB, IWV, SPY, VTI | 13F-HR | 14 Feb 2023, 14:59 |
| Q3 2022 | 155 | $480,066,000 | +$50,705,005 | -$148,639,326 | -$97,934,321 | SCHB, IWV, VTV, VTI, SPY | 13F-HR | 09 Nov 2022, 12:31 |
| Q2 2022 | 100 | $618,200,000 | +$23,592,813 | -$41,374,127 | -$17,781,314 | SCHB, VTV, IWV, SPY, EFA | 13F-HR | 12 Aug 2022, 15:28 |
| Q1 2022 | 101 | $747,525,000 | +$41,932,601 | -$62,003,422 | -$20,070,821 | IWV, SCHB, VTV, SPY, EFA | 13F-HR | 13 May 2022, 19:22 |
| Q4 2021 | 113 | $841,387,000 | +$672,306,661 | -$8,134,434 | +$664,172,227 | IWV, SCHB, VTV, SPY, EFA | 13F-HR | 14 Feb 2022, 12:43 |
| Q3 2021 | 94 | $164,738,000 | +$2,535,710 | -$2,269,432 | +$266,278 | SPY, IJH, IJR, IVV, AAPL | 13F-HR | 12 Nov 2021, 10:29 |
| Q2 2021 | 92 | $167,212,000 | +$5,239,842 | -$22,564,894 | -$17,325,052 | SPY, IJH, IJR, IVV, OEF | 13F-HR | 09 Aug 2021, 16:55 |
| Q1 2021 | 90 | $174,512,000 | +$10,787,836 | -$20,680,680 | -$9,892,844 | SPY, IJH, IJR, ACQRU, GLD | 13F-HR | 04 May 2021, 16:25 |
| Q4 2020 | 90 | $172,964,000 | +$7,523,714 | -$21,258,171 | -$13,734,457 | SPY, IJH, IJR, GLD, OEF | 13F-HR | 03 Feb 2021, 13:20 |
| Q3 2020 | 94 | $165,512,000 | +$10,862,715 | -$11,665,787 | -$803,072 | SPY, IJH, IJR, GLD, AAPL | 13F-HR | 04 Nov 2020, 14:46 |
| Q2 2020 | 91 | $160,839,000 | +$29,189,643 | -$47,581,037 | -$18,391,394 | SPY, IJH, IJR, GLD, MLPA | 13F-HR | 10 Aug 2020, 09:23 |
| Q1 2020 | 79 | $152,030,000 | +$10,285,722 | -$51,397,750 | -$41,112,028 | SPY, IJH, EFA, IJR, IEMG | 13F-HR | 13 May 2020, 15:02 |
| Q4 2019 | 100 | $243,442,000 | +$5,926,945 | -$20,104,366 | -$14,177,421 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 14 Feb 2020, 11:40 |
| Q3 2019 | 105 | $240,601,000 | +$1,869,547 | -$14,024,188 | -$12,154,641 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 14 Nov 2019, 14:14 |
| Q2 2019 | 106 | $252,854,000 | +$3,268,830 | -$20,678,559 | -$17,409,729 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 14 Aug 2019, 15:50 |
| Q1 2019 | 108 | $263,821,000 | +$64,449,945 | -$3,932,457 | +$60,517,488 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 14 May 2019, 18:34 |
| Q4 2018 | 48 | $183,504,000 | +$14,034,945 | -$14,447,664 | -$412,719 | SPY, IJH, EFA, IJR, IEMG | 13F-HR | 13 Feb 2019, 12:06 |
| Q3 2018 | 53 | $210,698,000 | +$2,723,866 | -$10,731,018 | -$8,007,152 | SPY, IJR, IJH, EFA, IEMG | 13F-HR | 14 Nov 2018, 10:49 |
| Q2 2018 | 58 | $212,053,000 | +$24,196,667 | -$22,478,675 | +$1,717,992 | SPY, IJR, IJH, EFA, IEMG | 13F-HR | 14 Aug 2018, 11:45 |
| Q1 2018 | 58 | $209,033,000 | +$5,041,282 | -$10,555,399 | -$5,514,117 | SPY, EFA, IJR, IJH, IEMG | 13F-HR | 08 May 2018, 12:46 |
| Q4 2017 | 57 | $216,538,000 | +$61,774,349 | -$873,369 | +$60,900,980 | SPY, EFA, IJR, IJH, IEMG | 13F-HR | 14 Feb 2018, 11:34 |
| Q3 2017 | 52 | $149,631,000 | +$13,285,715 | -$56,652,018 | -$43,366,303 | SPY, EFA, IJH, IEMG, IJR | 13F-HR | 14 Nov 2017, 12:42 |
| Q2 2017 | 90 | $187,055,000 | +$9,307,968 | -$25,052,245 | -$15,744,277 | SPY, EFA, IJR, IJH, IEMG | 13F-HR | 08 Aug 2017, 16:50 |
| Q1 2017 | 92 | $198,241,000 | +$3,422,209 | -$4,116,275 | -$694,066 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 10 May 2017, 11:35 |
| Q4 2016 | 96 | $172,998,000 | +$10,684,215 | -$12,836,467 | -$2,152,252 | SPY, IJH, EFA, IEMG, DVY | 13F-HR | 14 Feb 2017, 17:53 |
| Q3 2016 | 97 | $191,395,000 | +$4,989,876 | -$5,829,029 | -$839,153 | SPY, IJR, IJH, EFA, IEMG | 13F-HR | 14 Nov 2016, 13:39 |
| Q2 2016 | 101 | $184,055,000 | +$10,340,425 | -$23,549,451 | -$13,209,026 | SPY, IJH, IJR, EFA, DVY | 13F-HR | 05 Aug 2016, 10:51 |
| Q1 2016 | 101 | $194,540,000 | +$22,045,128 | -$15,151,137 | +$6,893,991 | SPY, IJH, IJR, EFA, DVY | 13F-HR | 16 May 2016, 10:21 |
| Q4 2015 | 94 | $183,977,000 | $0 | $0 | $0 | SPY, IJH, IJR, EFA, IEMG | 13F-HR | 11 Feb 2016, 12:05 |