LGL PARTNERS, LLC
•CIK: 1653202•Filing: Q4 2025
**LGL PARTNERS, LLC** manages $234M across a diversified portfolio of 53 positions. The fund exhibits a significant allocation to broad market indices, notably holding SPY at $66.9M, followed by IJH ($25.0M) and IVV ($24.6M). Further diversification is evident with substantial exposure to sector and international plays, including IJR ($15.9M) and EFA ($11.7M). This structure suggests a core strategy focused on capturing broad market beta while selectively overweighting key index components.
Total AUM
$234.3M
QoQ Performance
-0.2%
Positions
32
Top 10 Concentration
80.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IJH
IVV
IJR
NDQ
SPY28.5%
IJH10.7%
IVV10.5%
IJR6.8%
NDQ5.7%
EFA5.0%
EEM4.4%
QLTY3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.7%
ETF39.0%
Financial1.3%
Technology1.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW5 new positions
↑31 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023