SEC Form 13F

Lebenthal Global Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$741,451,110
Positions204

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY COMWLTH TRONEQNASDAQ COMPSIT$54,877,455531,655
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$40,304,60553,972
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$36,315,950794,660
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$32,326,313525,973
VANGUARD INDEX FDSVTVVALUE ETF$31,763,850145,753
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$27,282,683330,099
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$26,378,205520,742
ISHARES TRAORCORE 60 BALA ETF$22,548,529324,439
NEW YORK LIFE INVTS ACTIVE EMMITMACKAY MUN INTER$16,163,862663,814
APPLE INCAAPLCOM$15,459,80753,428

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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