SEC Form 13F

LGL PARTNERS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$273,334,361
Positions62

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$73,645,50598,619
ISHARES TRIJHCORE S&P MCP ETF$29,911,611387,908
ISHARES TRIVVCORE S&P500 ETF$29,553,02739,462
ISHARES TRIJRCORE S&P SCP ETF$20,103,168135,548
INVESCO QQQ TRQQQUNIT SER 1$15,346,60020,840
ISHARES TREEMMSCI EMG MKT ETF$13,597,720198,768
ISHARES TREFAMSCI EAFE ETF$13,335,077128,370
GMO ETF TRUSTQLTYUS QUALITY ETF$8,603,459206,341
ISHARES TRDGROCORE DIV GRWTH$8,384,622110,630
ISHARES TRAGGCORE US AGGBD ET$7,279,95373,550

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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