Lebenthal Global Advisors, LLC
Q4 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
183
- Value ($000)
$648,067
- Date Filed01/28/2026
- Form type13F-HR
- CIK0001845766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $50.16M | 8 % | 73,562 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $47.64M | 7 % | 521,216 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $43.83M | 7 % | 765,683 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $31.2M | 5 % | 372,551 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $30.08M | 5 % | 517,512 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $27.51M | 4 % | 144,038 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $23.48M | 4 % | 464,964 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $20.74M | 3 % | 482,960 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $19.08M | 3 % | 40,305 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $17.7M | 3 % | 145,351 |
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