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Lebenthal Global Advisors, LLC

Q2 2026 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    204

  • Value ($000)

    $741,451

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$54.88M
7 %

531,655

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$40.3M
5 %

53,972

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$36.32M
5 %

794,660

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$32.33M
4 %

525,973

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$31.76M
4 %

145,753

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$27.28M
4 %

330,099

J
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
46641Q647
$26.38M
4 %

520,742

A
AOR

ISHARES TR

CORE 60 BALA ETF
464289867
$22.55M
3 %

324,439

M
MMIT

NEW YORK LIFE INVTS ACTIVE E

MACKAY MUN INTER
45409F827
$16.16M
2 %

663,814

A
AAPL

APPLE INC

COM
037833100
$15.46M
2 %

53,428

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