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LGL Partners, LLC
CIK:0001653202
Private Equity
$1B AUM
57 holdings
Conshohocken, PA, USA
LGL Partners is a private family office and investment firm for multiple families and institutions.
Investment Strategy
Primarily allocates assets among mutual funds, ETFs, third-party managers, and alternative investments.
Latest 13F Filing Activity
LGL Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $225M. The fund increased holdings in SPDR S&P 500 Etf TR, Invesco QQQ TR, Ishares TR among other positions. LGL Partners, LLC reduced exposure to Ishares TR, Dimensional Etf Trust, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 27.76% | $62.5M | 98,901 | $348.37 | $617.85 | +$7.1M |
I IJH | ISHARES TR | 10.92% | $24.6M | 393,414 | $42.44 | $62.02 | +$1.2M |
I IVV | ISHARES TR | 10.84% | $24.4M | 38,445 | $475.18 | $620.90 | +$361.9K |
I IJR | ISHARES TR | 6.77% | $15.3M | 137,974 | $84.44 | $109.29 | +$638.8K |
Q QQQ | INVESCO QQQ TR | 5.59% | $12.6M | 22,130 | $319.56 | $551.64 | +$3.0M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+1.3%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.5%
PHARMACEUTICAL PREPARATIONS
+0.5%
SERVICES-PREPACKAGED SOFTWARE
+0.4%
SERVICES-BUSINESS SERVICES, NEC
+0.4%
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | West Palm Beach, FL , United States | |
 | Senior Associate | Boston, MA , United States |
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