LGT Financial Advisors LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$16.3M

Holdings

263

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (263 positions)

StockValue
PEYINVESCO EXCHANGE TRADED FD T
$20K
HYGWISHARES TR
$20K
DWDMORGAN STANLEY
$20K
TWLOTWILIO INC
$19K
VYMIVANGUARD WHITEHALL FDS
$18K
BBHYJ P MORGAN EXCHANGE TRADED F
$17K
OBDCBLUE OWL CAPITAL CORPORATION
$16K
CGBDCARLYLE SECURED LENDING INC
$16K
SESEA LTD
$15K
ANETARISTA NETWORKS INC
$15K
SPOTSPOTIFY TECHNOLOGY S A
$15K
HDEFDBX ETF TR
$15K
PSXPHILLIPS 66
$14K
VONVVANGUARD SCOTTSDALE FDS
$14K
CIONCION INVT CORP
$14K
MCKMCKESSON CORP
$14K
JPMJPMORGAN CHASE & CO.
$14K
UBERUBER TECHNOLOGIES INC
$13K
UAAUNDER ARMOUR INC
$12K
ICEINTERCONTINENTAL EXCHANGE IN
$12K
DISDISNEY WALT CO
$12K
SYSBISHARES TR
$12K
BBMCJ P MORGAN EXCHANGE TRADED F
$12K
EMLCVANECK ETF TRUST
$12K
VEEVVEEVA SYS INC
$11K
CDNSCADENCE DESIGN SYSTEM INC
$11K
ETNEATON CORP PLC
$11K
BSXBOSTON SCIENTIFIC CORP
$11K
XTENBONDBLOXX ETF TRUST
$10K
CRWDCROWDSTRIKE HLDGS INC
$10K
CBOECBOE GLOBAL MKTS INC
$10K
JEMAJ P MORGAN EXCHANGE TRADED F
$10K
PGRPROGRESSIVE CORP
$10K
GMEDGLOBUS MED INC
$10K
BBINJ P MORGAN EXCHANGE TRADED F
$10K
SHLDGLOBAL X FDS
$9K
DDOGDATADOG INC
$9K
BACBANK AMERICA CORP
$9K
IVRINVESCO MORTGAGE CAPITAL INC
$9K
SEAETF SER SOLUTIONS
$9K
IWYISHARES TR
$9K
TSMETHRIVENT ETF TRUST
$9K
AXPAMERICAN EXPRESS CO
$9K
CFRCULLEN FROST BANKERS INC
$9K
NEENEXTERA ENERGY INC
$9K
ELCVSTRATEGY SHS
$9K
IBMINTERNATIONAL BUSINESS MACHS
$9K
JIREJ P MORGAN EXCHANGE TRADED F
$9K
RHCRH PLC
$9K
WFCWELLS FARGO CO NEW
$9K
LUVSOUTHWEST AIRLS CO
$9K
WRBBERKLEY W R CORP
$9K
FANGDIAMONDBACK ENERGY INC
$8K
PNCPNC FINL SVCS GROUP INC
$8K
DDDUPONT DE NEMOURS INC
$8K
MKLMARKEL GROUP INC
$8K
MTBM & T BK CORP
$8K
VVISA INC
$7K
SOSOUTHERN CO
$7K
EXPDEXPEDITORS INTL WASH INC
$7K
BBCBJ P MORGAN EXCHANGE TRADED F
$7K
HCAHCA HEALTHCARE INC
$7K
LNTALLIANT ENERGY CORP
$7K
SYKSTRYKER CORPORATION
$7K
CASYCASEYS GEN STORES INC
$7K
LAMRLAMAR ADVERTISING CO NEW
$7K
WMBWILLIAMS COS INC
$7K
VISVANGUARD WORLD FD
$7K
TXNTEXAS INSTRS INC
$7K
TOLTOLL BROTHERS INC
$7K
JGLOJ P MORGAN EXCHANGE TRADED F
$6K
ADIANALOG DEVICES INC
$6K
SIVRABRDN SILVER ETF TRUST
$6K
AVYAVERY DENNISON CORP
$6K
FDXFEDEX CORP
$6K
HDHOME DEPOT INC
$6K
TELTE CONNECTIVITY PLC
$6K
ALCALCON AG
$6K
YUMYUM BRANDS INC
$6K
OTISOTIS WORLDWIDE CORP
$6K
APDAIR PRODS & CHEMS INC
$6K
REXRREXFORD INDL RLTY INC
$6K
JADEJ P MORGAN EXCHANGE TRADED F
$6K
KDPKEURIG DR PEPPER INC
$6K
HLTHILTON WORLDWIDE HLDGS INC
$6K
QQNITY ELECTRONICS INC
$6K
JDIVJ P MORGAN EXCHANGE TRADED F
$6K
GEHCGE HEALTHCARE TECHNOLOGIES I
$6K
XELXCEL ENERGY INC
$6K
FBNDFIDELITY MERRIMACK STR TR
$6K
ADSKAUTODESK INC
$6K
HUBBHUBBELL INC
$6K
KMIKINDER MORGAN INC DEL
$6K
MAAMID-AMER APT CMNTYS INC
$6K
SUXTD SYNNEX CORPORATION
$5K
SOLVSOLVENTUM CORP
$5K
BBSCJ P MORGAN EXCHANGE TRADED F
$5K
HSYHERSHEY CO
$5K
CTVACORTEVA INC
$5K
IDAIDACORP INC
$5K
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