—

Lebenthal Global Advisors, LLC

Q1 2026 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    192

  • Value ($000)

    $687,795

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001845766
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$50.05M
7 %

76,957

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$46.22M
7 %

544,302

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$36.64M
5 %

646,487

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$29.05M
4 %

523,278

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$28.51M
4 %

145,322

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$26.05M
4 %

314,793

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$22.28M
3 %

516,472

A
AOR

ISHARES TR

CORE 60/40 BALAN
464289867
$20.59M
3 %

319,984

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$19.35M
3 %

45,384

J
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
46641Q647
$18.94M
3 %

378,881

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 192