Portfolio (Quarterly) Guide ↗

LGL PARTNERS, LLC

· CIK 0001653202

13F Portfolio $243M AUM 66 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 New 19 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTI	VANGUARD INDEX FDS	—	765	$480K	0.20%	SOLD
2	AKRE	PROFESIONALLY MANAGED PORTFO	—	5,038	$330K	0.14%	SOLD

Sector Allocation

Financial Services 88.6%

Healthcare 3.8%

Consumer Cyclical 2.3%

Technology 2.1%

Industrials 1.4%

Real Estate 1.1%

Energy 0.3%

Communication Services 0.2%

Basic Materials 0.2%