LGT Financial Advisors LLC
Annual return '25
+20.6%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$19.5M
Holdings
250
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (361 shares)
16.8%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 38.0k shares)
11.8%
03
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 7.9k shares)
6.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 3.2k shares)
6.2%
05
$AAPL
APPLE INC
Q1 2026: Exited (was 4.8k shares)
6.2%
06
$CHV
CHEVRON CORPORATION
Q1 2026: Exited (was 6.1k shares)
5.4%
07
$MBB
ISHARES TR
Q1 2026: Exited (was 4.0k shares)
2.1%
08
$ABBV
ABBVIE INC
Q1 2026: Exited (was 1.5k shares)
1.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 1.5k shares)
1.6%
10
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 1.1k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.