1y return+15.2%S&P 500 +20.9%
3y return+38.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $143 against $195 in the S&P 500.2
LGT Financial Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $3.8M | 19.9% | |
| JEPIJ P Morgan Exchange Traded F | $2.0M | 10.7% | −11.8% |
| AAPLApple Inc | $1.3M | 7.1% | −2.1% |
| MSFTMicrosoft Corp | $1.1M | 6.0% | −8.2% |
| CVXChevron Corporation | $851K | 4.5% | |
| ABBVAbbvie Inc | $509K | 2.7% | +33.6% |
| FBCGFidelity Covington Trust | $433K | 2.3% | New |
| GOOGLAlphabet Inc | $386K | 2.0% | |
| MBBIshares Tr | $375K | 2.0% | −7.3% |
| AMZNAmazon Com Inc | $359K | 1.9% | |
| QQQInvesco Qqq Tr | $214K | 1.1% | |
| CMPSCompass Pathways PLC | $208K | 1.1% | |
| VYMVanguard Whitehall Fds | $195K | 1.0% | |
| SCHYSchwab Strategic Tr | $186K | 1.0% | |
| MCDMcdonalds Corp | $168K | 0.9% | −6.7% |
| PFGPrincipal Financial Group In | $167K | 0.9% | |
| JCPBJ P Morgan Exchange Traded F | $166K | 0.9% | +3.9% |
| UPSUnited Parcel Svcs Inc | $161K | 0.9% | |
| SGOLEtfs Gold Tr | $153K | 0.8% | |
| NVDANvidia Corporation | $152K | 0.8% | |
| PLDPrologis Inc. | $147K | 0.8% | |
| VEUVanguard Intl Equity Index F | $146K | 0.8% | |
| SCHHSchwab Strategic Tr | $145K | 0.8% | |
| IAUIshares Gold Tr | $140K | 0.7% | −12.6% |
| VTVVanguard Index Fds | $139K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CMPSCompass Pathways PLC | March 31, 2025 | +394.8% | $208K |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $152K |
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $100K |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $386K |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $359K |
| WMTWalmart Inc | March 31, 2023 | +130.4% | $106K |
| AAPLApple Inc | December 31, 2022 | +122.7% | $1.3M |
| SGOLEtfs Gold Tr | September 30, 2023 | +116.1% | $153K |
| BBUSJ P Morgan Exchange Traded F | March 31, 2023 | +83.2% | $115K |
| VEUVanguard Intl Equity Index F | September 30, 2023 | +61.5% | $146K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $1.3M
- Sila Realty Trust IncCUSIP 146280508 was $126K
- MFCManulife Finl Corp was $102K
- TET1 Energy Inc was $74K
- SLDPSolid Power Inc was $71K
- TGTTarget Corp was $61K
- ETSYEtsy Inc was $50K
- GSEWGoldman Sachs Etf Tr was $32K
- QSQuantumscape Corp was $31K
- SNOWSnowflake Inc was $24K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +7.0% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +2.6% | +8.3% |
| March 31, 2023 | +0.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LGT Financial Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965191&type=13F-HR&dateb=&owner=include&count=40CIK 1965191
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965191/000139834426012650/Filed July 24, 2026 · accession 0001398344-26-012650