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Lebenthal Global Advisors, LLC
Lebenthal Global Advisors, LLC is an investment advisory firm headquartered in Hauppauge, New York. The firm, part of the established Lebenthal brand with nearly a century of history, provides wealth management and advisory services primarily to individual and high net worth clients, as well as pension plans. As of 2025, they employ approximately 24-26 professionals, the majority focused on investment advisory roles.
Investment Strategy
Lebenthal Global Advisors emphasizes a disciplined, long-term approach to responsible investing, focusing on helping clients achieve their financial goals through prudent asset management rather than chasing trends or speculative strategies. The firm is dedicated to practical financial guidance, building portfolios with patience and care, reflective of its legacy of serving hardworking individuals and families. Their client accounts and AUM distributions suggest diversified portfolio management tailored to individual and high net worth investors, alongside pension and profit-sharing plans.
Latest 13F Filing Activity
Lebenthal Global Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 185 equity positions and 2 options positions with a total 13F market value of $536M. The fund increased holdings in J P Morgan Exchange Traded F, Fidelity Merrimack STR TR, J P Morgan Exchange Traded F among other positions. Lebenthal Global Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JEPQ | J P MORGAN EXCHANGE TRADED F | 8.62% | $46.2M | 849,349 | $52.01 | $54.40 | +$8.9M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 7.81% | $41.9M | 736,457 | $55.31 | $56.85 | +$5.8M |
S SPY | SPDR S&P 500 ETF TR | 6.77% | $36.3M | 58,729 | $508.71 | $617.85 | -$3.1M |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.72% | $30.7M | 369,820 | $77.87 | $82.92 | -$2.3M |
O ONEQ | FIDELITY COMWLTH TR | 5.40% | $28.9M | 360,962 | $71.34 | $80.10 | -$2.1M |
Options Positions (2)
Industry Allocation
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