# EDGAR Filing Document

**Accession Number:** 0001653202
**File Stem:** 0001653202-26-000002
**Filing Date:** 2026-5
**Character Count:** 10351
**Document Hash:** d5b6d9ab7db4f057cb8f44459fbb0c0b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001653202-26-000002.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001653202-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LGL PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001653202

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17168
- **FILM NUMBER:** 26976613

**BUSINESS ADDRESS:**
- **STREET 1:** TWO LIBERTY PLACE
- **STREET 2:** 50 S. 16TH STREET, SUITE 3440
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19102
- **BUSINESS PHONE:** 610-545-6100

**MAIL ADDRESS:**
- **STREET 1:** TWO LIBERTY PLACE
- **STREET 2:** 50 S. 16TH STREET, SUITE 3440
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19102

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LGL PARTNERS LLC<br>**Address:** TWO LIBERTY PLACE<br>50 S. 16TH STREET SUITE 3440<br>PHILADELPHIA, PA 19102

**Form 13F File Number:** 028-17168

**CRD Number (if applicable):** 000289784

**SEC File Number (if applicable):** 801-111688

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan Walsh<br>**Title:** Chief Compliance Officer<br>**Phone:** 2124843004

**Signature, Place, and Date of Signing:**

Jonathan Walsh  Boston, MA  05-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $242881408

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 200611 | 698 | SH |  | SOLE |  | 0 | 0 | 698 |
| APPLE INC | COM | 037833100 |  | 272299 | 1073 | SH |  | SOLE |  | 0 | 0 | 1073 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2154420 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| COUPANG INC | CL A | 22266T109 |  | 849600 | 45000 | SH |  | SOLE |  | 0 | 0 | 45000 |
| ELI LILLY  CO | COM | 532457108 |  | 1188843 | 1293 | SH |  | SOLE |  | 0 | 0 | 1293 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 447436 | 6648 | SH |  | SOLE |  | 0 | 0 | 6648 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 963152 | 17879 | SH |  | SOLE |  | 0 | 0 | 17879 |
| GMO ETF TRUST | GMO DYNAMIC ALLO | 90139K878 |  | 233640 | 9000 | SH |  | SOLE |  | 9000 | 0 | 0 |
| GMO ETF TRUST | GMO US QUALITY E | 90139K100 |  | 7311519 | 201750 | SH |  | SOLE |  | 0 | 0 | 201750 |
| INTEL CORP | COM | 458140100 |  | 271597 | 6154 | SH |  | SOLE |  | 0 | 0 | 6154 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 512403 | 2114 | SH |  | SOLE |  | 0 | 0 | 2114 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2189032 | 11406 | SH |  | SOLE |  | 0 | 0 | 11406 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 12032310 | 20847 | SH |  | SOLE |  | 0 | 0 | 20847 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 271942 | 7078 | SH |  | SOLE |  | 0 | 0 | 7078 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1583527 | 22703 | SH |  | SOLE |  | 0 | 0 | 22703 |
| ISHARES INC | MSCI SWITZERLAND | 464286749 |  | 450325 | 7657 | SH |  | SOLE |  | 0 | 0 | 7657 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 7652605 | 109043 | SH |  | SOLE |  | 0 | 0 | 109043 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 341449 | 2516 | SH |  | SOLE |  | 0 | 0 | 2516 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3334989 | 36838 | SH |  | SOLE |  | 0 | 0 | 36838 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 26254253 | 388779 | SH |  | SOLE |  | 0 | 0 | 388779 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 16765443 | 134868 | SH |  | SOLE |  | 0 | 0 | 134868 |
| ISHARES TR | CORE S ETF | 464287200 |  | 25673925 | 39304 | SH |  | SOLE |  | 0 | 0 | 39304 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7290554 | 73442 | SH |  | SOLE |  | 0 | 0 | 73442 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 202890 | 3428 | SH |  | SOLE |  | 0 | 0 | 3428 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 331648 | 2511 | SH |  | SOLE |  | 0 | 0 | 2511 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 554786 | 6930 | SH |  | SOLE |  | 0 | 0 | 6930 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 12558588 | 129297 | SH |  | SOLE |  | 0 | 0 | 129297 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 11214822 | 197479 | SH |  | SOLE |  | 0 | 0 | 197479 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 269533 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 964425 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 604532 | 1418 | SH |  | SOLE |  | 0 | 0 | 1418 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 3802878 | 12118 | SH |  | SOLE |  | 0 | 0 | 12118 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 870617 | 8954 | SH |  | SOLE |  | 0 | 0 | 8954 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2960242 | 11936 | SH |  | SOLE |  | 0 | 0 | 11936 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 398638 | 1888 | SH |  | SOLE |  | 0 | 0 | 1888 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 1532826 | 10592 | SH |  | SOLE |  | 0 | 0 | 10592 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 4705360 | 31077 | SH |  | SOLE |  | 0 | 0 | 31077 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 615166 | 2091 | SH |  | SOLE |  | 0 | 0 | 2091 |
| LINDE PLC | SHS | G54950103 |  | 217811 | 439 | SH |  | SOLE |  | 0 | 0 | 439 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 |  | 1094460 | 29000 | SH |  | SOLE |  | 0 | 0 | 29000 |
| MICROSOFT CORP | COM | 594918104 |  | 610305 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| NIKE INC | CL B | 654106103 |  | 532300 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 224813 | 1289 | SH |  | SOLE |  | 0 | 0 | 1289 |
| ONEOK INC NEW | COM | 682680103 |  | 241161 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| OPKO HEALTH INC | COM | 68375N103 |  | 50738 | 44507 | SH |  | SOLE |  | 0 | 0 | 44507 |
| PHREESIA INC | COM | 71944F106 |  | 104641 | 12487 | SH |  | SOLE |  | 0 | 0 | 12487 |
| PTC THERAPEUTICS INC | COM | 69366J200 |  | 613170 | 9000 | SH |  | SOLE |  | 0 | 0 | 9000 |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 |  | 964288 | 50145 | SH |  | SOLE |  | 0 | 0 | 50145 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 277651 | 6050 | SH |  | SOLE |  | 0 | 0 | 6050 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 966001 | 2245 | SH |  | SOLE |  | 0 | 0 | 2245 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 889466 | 6964 | SH |  | SOLE |  | 540 | 0 | 6424 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 |  | 243900 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 64050998 | 98217 | SH |  | SOLE |  | 0 | 0 | 98217 |
| SYMBOTIC INC | CLASS A COM | 87151X101 |  | 532000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 231434 | 554 | SH |  | SOLE |  | 0 | 0 | 554 |
| UNIFI INC | COM NEW | 904677200 |  | 603473 | 169040 | SH |  | SOLE |  | 0 | 0 | 169040 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 603438 | 6576 | SH |  | SOLE |  | 0 | 0 | 6576 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 1357413 | 11308 | SH |  | SOLE |  | 0 | 0 | 11308 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 317871 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 409510 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 384094 | 4660 | SH |  | SOLE |  | 0 | 0 | 4660 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 576630 | 4169 | SH |  | SOLE |  | 0 | 0 | 4169 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3191282 | 14839 | SH |  | SOLE |  | 0 | 0 | 14839 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3159198 | 49301 | SH |  | SOLE |  | 0 | 0 | 49301 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 260683 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 |  | 339854 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |

---