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Jonathan Walsh

Lgl Partners, Llc

Assets Managed
$242.881M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
3.66%(2Q avg: 1.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lgl Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Lgl Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 242.881M in assets, with a quarterly growth rate of 3.66% and a 2-quarter average growth rate of 1.72%. The portfolio is managed by Jonathan Walsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.44%
26.38%
$64.051M
98,217 shares@ $652.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.72%
10.81%
$26.254M
388,779 shares@ $67.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.54%
10.58%
$25.674M
39,304 shares@ $653.22 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.26%
6.91%
$16.765M
134,868 shares@ $124.32 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 6.34%
5.18%
$12.559M
129,297 shares@ $97.13 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.29%
4.96%
$12.032M
20,847 shares@ $577.18 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 5.83%
4.62%
$11.215M
197,479 shares@ $56.79 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.66%
3.16%
$7.653M
109,043 shares@ $70.18 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 5.24%
3.02%
$7.312M
201,750 shares@ $36.25 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 3.86%
3.01%
$7.291M
73,442 shares@ $99.27 avg price

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