LGT Financial Advisors LLC
SEC Form 13F institutional filer · CIK 0001965191
13F-HR · 121 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
77.1%
LGT Financial Advisors LLC — $12.4M AUM allocation strategy
LGT Financial Advisors LLC files SEC Form 13F and reports $12.4M of long US equity value across 121 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.7%, followed by Energy 19.5% and Financials 5.7%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LGT Financial Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$12.4M
total across 121 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XYZ +500 sh · +$25.2K+$SCHW +107 sh · +$6.47K+$IVZ +102 sh · −$42.2K
Biggest trims (shares)
−$CVX −1.02K sh · +$123K−$INTC −1K sh · −$36.8K−$T −636 sh · −$11.7K
Exited to nil (held last quarter, gone now)
$ORCL ($29K last qtr)$NFLX ($28.1K last qtr)$INTU ($26.5K last qtr)$VEEV ($11.6K last qtr)$TXN ($7.88K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas19.5%—
- Systems Software9.9%—
- Technology Hardware, Storage & Peripherals9.8%—
- Biotechnology2.6%—
- Broadline Retail2.6%—
- Interactive Media & Services2.5%—
- Asset Management & Custody Banks2.1%—
- Investment Banking & Brokerage1.8%—
- Other holdings49.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 7.95K | $1.35M | +47 | 10.9% |
| $MSFT | Microsoft Corporation | 3.29K | $1.22M | +53 | 9.8% |
| $AAPL | Apple Inc | 4.76K | $1.21M | -51 | 9.8% |
| $CVX | Chevron Corporation | 5.12K | $1.06M | -1.02K | 8.6% |
| $ABBV | AbbVie Inc | 1.51K | $329K | +6 | 2.7% |
| $AMZN | Amazon.com Inc | 1.5K | $313K | +0 | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.08K | $310K | +0 | 2.5% |
| $IVZ | Invesco Ltd | 7.96K | $261K | +102 | 2.1% |
| $SCHW | Charles Schwab Corporation | 9.35K | $213K | +107 | 1.7% |
…and 112 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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