LGT Financial Advisors LLC

13F filer · CIK 0001965191

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$18.9MU.S. long equity reported on 13F

Positions15110 new · 39 closed

Net flow last quarter-$1.83MBuys minus sells

Top 10 positions weight47.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026151 positions
SPYSPDR S&P 500 ETF Trust	$3.77M	19.92%	Not reported	0.0%	Q4 2022
AAPLApple Inc.	$1.35M	7.13%	0.00%	-2.1%	Q4 2022
MSFTMicrosoft Corp	$1.13M	5.97%	0.00%	-8.2%	Q4 2022
CVXChevron Corp	$851K	4.50%	0.00%	+0.2%	Q4 2022
ABBVAbbVie Inc.	$509K	2.69%	0.00%	+33.6%	Q4 2022
GOOGLAlphabet Inc.	$386K	2.04%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$359K	1.90%	0.00%	+0.3%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$214K	1.13%	Not reported	Not reported	Q4 2024
CMPSCOMPASS Pathways plc	$208K	1.10%	0.01%	Not reported	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$195K	1.03%	Not reported	Not reported	Q4 2022
MCDMcdonalds Corp	$168K	0.89%	0.00%	-6.8%	Q4 2022
PFGPrincipal Financial Group Inc	$167K	0.88%	0.00%	Not reported	Q1 2025
UPSUnited Parcel Service Inc	$161K	0.85%	0.00%	Not reported	Q3 2023
SGOLabrdn Gold ETF Trust	$153K	0.81%	0.00%	Not reported	Q3 2023
NVDANvidia Corp	$152K	0.80%	0.00%	Not reported	Q3 2023
PLDPrologis, Inc.	$147K	0.78%	0.00%	+0.7%	Q4 2022
IAUIshares Gold Trust	$140K	0.74%	0.00%	-12.6%	Q3 2023
AEPAmerican Electric Power Co Inc	$138K	0.73%	0.00%	+0.6%	Q4 2022
SFNCSimmons First National Corp	$134K	0.71%	0.00%	Not reported	Q3 2023
AAPAdvance Auto Parts Inc	$124K	0.66%	0.00%	Not reported	Q3 2023
XYZBlock, Inc.	$114K	0.60%	Not reported	Not reported	Q3 2025
PRXGPernix Group, Inc.	$108K	0.57%	0.03%	Not reported	Q3 2025
WMTWalmart Inc.	$106K	0.56%	0.00%	+0.3%	Q1 2023
LRCXLam Research Corp	$100K	0.53%	0.00%	Not reported	Q3 2023
GLDMWorld Gold Trust	$97.4K	0.52%	0.00%	Not reported	Q4 2024
WINGWingstop Inc.	$86.7K	0.46%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$82.9K	0.44%	0.00%	+0.6%	Q1 2023
GOOGAlphabet Inc.	$73.1K	0.39%	Not reported	Not reported	Q4 2022
GLDSPDR Gold Trust	$71.1K	0.38%	0.00%	-3.0%	Q3 2023
KMBKimberly Clark Corp	$70.1K	0.37%	0.00%	+1.3%	Q4 2022
SPCXSpace Exploration Technologies Corp	$68K	0.36%	Not reported	New	Q2 2026
BXBlackstone Inc.	$64.7K	0.34%	0.00%	Not reported	Q1 2026
VZVerizon Communications Inc	$63.5K	0.34%	0.00%	Not reported	Q4 2022
JAVASun Microsystems, Inc.	$57.9K	0.31%	Not reported	+7.5%	Q1 2023
MPMP Materials Corp. / DE	$56K	0.30%	0.00%	Not reported	Q3 2023
PAYXPaychex Inc	$52.8K	0.28%	0.00%	+1.3%	Q4 2022
DUKDuke Energy CORP	$52.6K	0.28%	0.00%	+0.7%	Q1 2023
ACPabrdn Income Credit Strategies Fund	$49.2K	0.26%	Not reported	Not reported	Q3 2025
CDECoeur Mining, Inc.	$49K	0.26%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$48.7K	0.26%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$48.4K	0.26%	0.00%	+0.6%	Q4 2022
ULUnilever PLC	$43.2K	0.23%	0.00%	+1.8%	Q3 2023
AVGOBroadcom Inc.	$42.3K	0.22%	0.00%	Not reported	Q1 2023
MEOHMethanex Corp	$41.9K	0.22%	0.00%	Not reported	Q3 2023
CRDOCredo Technology Group Holding Ltd	$41.6K	0.22%	0.00%	Not reported	Q2 2025
HOODRobinhood Markets, Inc.	$40K	0.21%	0.00%	Not reported	Q2 2025
APAAPA Corp	$30K	0.16%	0.00%	Not reported	Q2 2024
TWLOTwilio Inc	$28.7K	0.15%	0.00%	Not reported	Q3 2023
IBITiShares Bitcoin Trust ETF	$28.6K	0.15%	0.00%	-3.4%	Q2 2024
CPNGCoupang, Inc.	$27.8K	0.15%	Not reported	Not reported	Q3 2023

Q1 2026Reported Apr 28, 2026180 positions
SPYSPDR S&P 500 ETF Trust	$3.28M	16.81%	Not reported	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$1.35M	6.91%	0.00%	+0.6%	Q4 2022
MSFTMicrosoft Corp	$1.22M	6.25%	0.00%	+1.6%	Q4 2022
AAPLApple Inc.	$1.21M	6.19%	0.00%	-1.1%	Q4 2022
CVXChevron Corp	$1.06M	5.43%	0.00%	-16.7%	Q4 2022
ABBVAbbVie Inc.	$329K	1.69%	0.00%	+0.4%	Q4 2022
AMZNAmazon Com Inc	$313K	1.60%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$310K	1.59%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$207K	1.06%	0.00%	+0.2%	Q4 2022
IAUIshares Gold Trust	$187K	0.96%	0.00%	-28.3%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$183K	0.94%	Not reported	-6.2%	Q4 2022
SGOLabrdn Gold ETF Trust	$178K	0.91%	0.00%	Not reported	Q3 2023
QQQInvesco QQQ Trust, Series 1	$167K	0.86%	Not reported	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$148K	0.76%	0.00%	Not reported	Q3 2023
PLDPrologis, Inc.	$142K	0.73%	0.00%	+0.8%	Q4 2022
PFGPrincipal Financial Group Inc	$139K	0.71%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$132K	0.68%	0.00%	Not reported	Q3 2023
AEPAmerican Electric Power Co Inc	$131K	0.67%	0.00%	+0.5%	Q4 2022
SILASila Realty Trust, Inc.	$126K	0.65%	0.01%	Not reported	Q2 2024
WMTWalmart Inc.	$116K	0.60%	0.00%	+0.2%	Q1 2023
SFNCSimmons First National Corp	$115K	0.59%	0.00%	Not reported	Q3 2023
GLDMWorld Gold Trust	$114K	0.58%	0.00%	-24.4%	Q4 2024
AAPAdvance Auto Parts Inc	$106K	0.54%	0.00%	Not reported	Q3 2023
MFCManulife Financial Corp	$102K	0.52%	Not reported	Not reported	Q3 2024
PRXGPernix Group, Inc.	$91K	0.47%	0.03%	+22.8%	Q3 2025
XYZBlock, Inc.	$90.3K	0.46%	Not reported	+50.0%	Q3 2025
GLDSPDR Gold Trust	$85.6K	0.44%	0.00%	Not reported	Q3 2023
CMPSCOMPASS Pathways plc	$81.3K	0.42%	0.01%	Not reported	Q1 2025
JNJJohnson & Johnson	$79.3K	0.41%	0.00%	+0.3%	Q1 2023
VZVerizon Communications Inc	$75.3K	0.39%	0.00%	Not reported	Q4 2022
TET1 Energy Inc.	$73.9K	0.38%	0.01%	Not reported	Q1 2024
SLDPSolid Power, Inc.	$71.2K	0.36%	0.01%	Not reported	Q4 2023
BXBlackstone Inc.	$63.2K	0.32%	0.00%	New	Q1 2026
KMBKimberly Clark Corp	$60.8K	0.31%	0.00%	-7.8%	Q4 2022
TGTTarget Corp	$60.6K	0.31%	0.00%	Not reported	Q1 2023
GOOGAlphabet Inc.	$59.4K	0.30%	Not reported	Not reported	Q4 2022
CDECoeur Mining, Inc.	$56.3K	0.29%	0.00%	Not reported	Q1 2025
MEOHMethanex Corp	$54.1K	0.28%	0.00%	Not reported	Q3 2023
DUKDuke Energy CORP	$53.9K	0.28%	0.00%	-28.2%	Q1 2023
ETSYEtsy Inc	$50K	0.26%	0.00%	Not reported	Q3 2025
LRCXLam Research Corp	$49.4K	0.25%	0.00%	Not reported	Q3 2023
PAYXPaychex Inc	$48.8K	0.25%	0.00%	-28.8%	Q4 2022
JAVASun Microsystems, Inc.	$48.6K	0.25%	Not reported	-1.5%	Q1 2023
ACPabrdn Income Credit Strategies Fund	$48.3K	0.25%	Not reported	Not reported	Q3 2025
MPMP Materials Corp. / DE	$48.3K	0.25%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$47.3K	0.24%	0.00%	Not reported	Q4 2022
ULUnilever PLC	$40.2K	0.21%	0.00%	Not reported	Q3 2023
APAAPA Corp	$39.1K	0.20%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$34.7K	0.18%	0.00%	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$34.5K	0.18%	0.00%	Not reported	Q3 2023

Q4 2025Reported Feb 13, 2026191 positions
MSFTMicrosoft Corp	$1.57M	9.60%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$1.31M	8.01%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$951K	5.82%	0.00%	-3.8%	Q4 2022
CVXChevron Corp	$937K	5.74%	0.00%	-6.1%	Q4 2022
AMZNAmazon Com Inc	$347K	2.12%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$345K	2.11%	0.00%	+0.4%	Q4 2022
GOOGLAlphabet Inc.	$338K	2.07%	0.00%	Not reported	Q4 2022
IAUIshares Gold Trust	$241K	1.47%	0.00%	+12.0%	Q3 2023
MCDMcdonalds Corp	$203K	1.25%	0.00%	+0.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$189K	1.16%	Not reported	-1.0%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$178K	1.09%	Not reported	Not reported	Q4 2024
SGOLabrdn Gold ETF Trust	$164K	1.01%	0.00%	Not reported	Q3 2023
UPSUnited Parcel Service Inc	$149K	0.91%	0.00%	Not reported	Q3 2023
NVDANvidia Corp	$141K	0.87%	0.00%	-55.4%	Q3 2023
GLDMWorld Gold Trust	$139K	0.85%	0.00%	-4.4%	Q4 2024
PFGPrincipal Financial Group Inc	$136K	0.84%	0.00%	-0.1%	Q1 2025
PLDPrologis, Inc.	$136K	0.83%	0.00%	-17.5%	Q4 2022
SILASila Realty Trust, Inc.	$124K	0.76%	0.01%	Not reported	Q2 2024
AEPAmerican Electric Power Co Inc	$115K	0.70%	0.00%	+0.6%	Q4 2022
TET1 Energy Inc.	$112K	0.69%	0.01%	Not reported	Q1 2024
SFNCSimmons First National Corp	$111K	0.68%	0.00%	Not reported	Q3 2023
MFCManulife Financial Corp	$107K	0.66%	Not reported	-34.1%	Q3 2024
WMTWalmart Inc.	$104K	0.64%	0.00%	Not reported	Q1 2023
CMPSCOMPASS Pathways plc	$101K	0.62%	0.02%	Not reported	Q1 2025
SLDPSolid Power, Inc.	$101K	0.62%	0.01%	Not reported	Q4 2023
PAYXPaychex Inc	$83.5K	0.51%	0.00%	-22.4%	Q4 2022
PRXGPernix Group, Inc.	$82.4K	0.50%	0.02%	Not reported	Q3 2025
AAPAdvance Auto Parts Inc	$78.6K	0.48%	0.00%	Not reported	Q3 2023
IBITiShares Bitcoin Trust ETF	$71.8K	0.44%	0.00%	-15.7%	Q2 2024
KMBKimberly Clark Corp	$68.9K	0.42%	0.00%	-17.9%	Q4 2022
DUKDuke Energy CORP	$67.3K	0.41%	0.00%	-21.7%	Q1 2023
JNJJohnson & Johnson	$66.8K	0.41%	0.00%	+0.6%	Q1 2023
XYZBlock, Inc.	$65.1K	0.40%	Not reported	Not reported	Q3 2025
GOOGAlphabet Inc.	$65K	0.40%	Not reported	Not reported	Q4 2022
VZVerizon Communications Inc	$61.1K	0.37%	0.00%	Not reported	Q4 2022
ETSYEtsy Inc	$55.4K	0.34%	0.00%	-50.0%	Q3 2025
CDECoeur Mining, Inc.	$53.5K	0.33%	0.00%	Not reported	Q1 2025
ACPabrdn Income Credit Strategies Fund	$51.2K	0.31%	Not reported	Not reported	Q3 2025
QSQuantumScape Corp	$50.6K	0.31%	0.01%	Not reported	Q4 2023
JAVASun Microsystems, Inc.	$49.3K	0.30%	Not reported	-1.6%	Q1 2023
TGTTarget Corp	$48.9K	0.30%	0.00%	Not reported	Q1 2023
PGPROCTER & GAMBLE Co	$47K	0.29%	0.00%	Not reported	Q4 2022
ULUnilever PLC	$46.1K	0.28%	0.00%	-30.6%	Q3 2023
HOODRobinhood Markets, Inc.	$45.1K	0.28%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$40.1K	0.25%	0.00%	-43.4%	Q4 2022
LRCXLam Research Corp	$39.5K	0.24%	0.00%	Not reported	Q3 2023
AVGOBroadcom Inc.	$38.8K	0.24%	0.00%	Not reported	Q1 2023
CPNGCoupang, Inc.	$37.7K	0.23%	Not reported	Not reported	Q3 2023
INTCIntel Corp	$37.3K	0.23%	0.00%	Not reported	Q2 2023
MEOHMethanex Corp	$36.1K	0.22%	0.00%	Not reported	Q3 2023

Q3 2025Reported Nov 17, 2025208 positions
SPYSPDR S&P 500 ETF Trust	$3.34M	7.20%	Not reported	+0.2%	Q4 2022
MSFTMicrosoft Corp	$1.68M	3.62%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$1.23M	2.64%	0.00%	-1.9%	Q4 2022
CVXChevron Corp	$1.02M	2.19%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$926K	2.00%	0.00%	-1.3%	Q4 2022
THROTheron Resource Group	$646K	1.39%	0.22%	+9.9%	Q1 2025
IWSImageware Systems Inc	$472K	1.02%	Not reported	+0.4%	Q4 2022
ABBVAbbVie Inc.	$348K	0.75%	0.00%	+0.5%	Q4 2022
AMZNAmazon Com Inc	$330K	0.71%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$317K	0.68%	0.00%	-3.4%	Q3 2023
SCHISterling Chemicals Inc	$280K	0.60%	Not reported	Not reported	Q4 2023
GOOGLAlphabet Inc.	$262K	0.57%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$202K	0.43%	0.00%	+0.3%	Q4 2022
IAUIshares Gold Trust	$193K	0.42%	0.00%	+10.9%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$187K	0.40%	Not reported	-28.7%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$174K	0.38%	Not reported	Not reported	Q4 2024
DDSDillard'S, Inc.	$154K	0.33%	Not reported	Not reported	Q4 2024
PLDPrologis, Inc.	$148K	0.32%	0.00%	-41.1%	Q4 2022
SGOLabrdn Gold ETF Trust	$147K	0.32%	0.00%	Not reported	Q3 2023
MFCManulife Financial Corp	$140K	0.30%	Not reported	Not reported	Q3 2024
SILASila Realty Trust, Inc.	$134K	0.29%	0.01%	-12.3%	Q2 2024
ETSYEtsy Inc	$133K	0.29%	0.00%	New	Q3 2025
GLDMWorld Gold Trust	$130K	0.28%	0.00%	-8.5%	Q4 2024
PFGPrincipal Financial Group Inc	$128K	0.28%	0.00%	+0.9%	Q1 2025
UPSUnited Parcel Service Inc	$125K	0.27%	0.00%	+21328.6%	Q3 2023
AAPAdvance Auto Parts Inc	$123K	0.26%	0.00%	Not reported	Q3 2023
PAYXPaychex Inc	$122K	0.26%	0.00%	+0.4%	Q4 2022
FNDFSchwab Strategic Trust	$122K	0.26%	Not reported	+12.1%	Q1 2025
SFNCSimmons First National Corp	$113K	0.24%	0.00%	Not reported	Q3 2023
IBITiShares Bitcoin Trust ETF	$112K	0.24%	0.00%	-29.8%	Q2 2024
AEPAmerican Electric Power Co Inc	$111K	0.24%	0.00%	+0.7%	Q4 2022
KMBKimberly Clark Corp	$103K	0.22%	0.00%	+0.5%	Q4 2022
WMTWalmart Inc.	$96.1K	0.21%	0.00%	-2.0%	Q1 2023
DUKDuke Energy CORP	$90.7K	0.20%	0.00%	+1.0%	Q1 2023
CMPSCOMPASS Pathways plc	$84.2K	0.18%	0.02%	Not reported	Q1 2025
SLDPSolid Power, Inc.	$82.3K	0.18%	0.01%	Not reported	Q4 2023
PRXGPernix Group, Inc.	$80.8K	0.17%	0.02%	New	Q3 2025
TAt&T Inc.	$80.4K	0.17%	0.00%	+0.8%	Q4 2022
XYZBlock, Inc.	$72.3K	0.16%	Not reported	New	Q3 2025
EMXCEmax Holdings Corp	$71.6K	0.15%	Not reported	-22.4%	Q4 2023
ULUnilever PLC	$67.8K	0.15%	0.00%	+0.6%	Q3 2023
VZVerizon Communications Inc	$65.9K	0.14%	0.00%	+115.2%	Q4 2022
METAMeta Platforms, Inc.	$64.6K	0.14%	Not reported	Not reported	Q4 2022
QSQuantumScape Corp	$59.8K	0.13%	0.01%	Not reported	Q4 2023
JNJJohnson & Johnson	$59.5K	0.13%	0.00%	+0.9%	Q1 2023
HOODRobinhood Markets, Inc.	$57.1K	0.12%	0.00%	Not reported	Q2 2025
CDECoeur Mining, Inc.	$56.3K	0.12%	0.00%	Not reported	Q1 2025
ACPabrdn Income Credit Strategies Fund	$54.9K	0.12%	Not reported	New	Q3 2025
CPNGCoupang, Inc.	$51.5K	0.11%	Not reported	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$50.4K	0.11%	0.00%	-7.6%	Q4 2022

Premium opens every quarter this fund has filed