UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2023
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
Address:
Two Liberty Place
50 S. 16th Street, Suite 3440
Philadelphia, PA 19102
Form 13F File Number:
028-17168

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:
W. Ragnar Gearhart
Title:
Cheif Compliance Officer
Phone:
610-545-6152


Signature, Place, and Date of Signing:

/s/ W. Ragnar Gearhart
                         [Signature]
Philadelphia, PENNSYLVANIA
                 [City, State]
05-12-2023
                           [Date]
                          

Report Type (Check only one.):

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

☐ 13F NOTICE. (Check here if no holdings reported are 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:
99
Form 13F Information table Value Total:
584392932
          (thousands)

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


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACCENTURE PLC IRELANDSHS CLASS AG1151C101357,0541,249SHSOLE1,249 0 0
ADOBE SYSTEMS INCORPORATEDCOM00724F101257,813669SHSOLE669 0 0
ALPHABET INCCAP STK CL A02079K3051,754,38516,913SHSOLE16,913 0 0
ALPHABET INCCAP STK CL C02079K107540,8005,200SHSOLE5,200 0 0
AMAZON COM INCCOM0231351061,042,09310,089SHSOLE10,089 0 0
AMERICAN EXPRESS COCOM025816109601,1443,644SHSOLE3,644 0 0
AMERICAN TOWER CORP NEWCOM03027X100337,1611,650SHSOLE1,650 0 0
APPLE INCCOM0378331003,859,65923,406SHSOLE23,406 0 0
BECTON DICKINSON & COCOM075887109215,855872SHSOLE872 0 0
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,273,6764,125SHSOLE4,125 0 0
BIOGEN INCCOM09062X103241,886870SHSOLE870 0 0
BLUE OWL CAPITAL INCCOM CL A09581B103285,64025,780SHSOLE25,780 0 0
C H ROBINSON WORLDWIDE INCCOM NEW12541W209229,6442,311SHSOLE2,311 0 0
CALAVO GROWERS INCCOM128246105615,67821,400SHSOLE21,400 0 0
CIIG CAPITAL PARTNERS II INCCOM CL A12561U109520,00050,000SHSOLE50,000 0 0
CIIG CAPITAL PARTNERS II INC*W EXP 02/28/20212561U1173,12525,000SHSOLE25,000 0 0
COGENT BIOSCIENCES INCCOM19240Q201156,45514,500SHSOLE14,500 0 0
DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V4012,476,66155,743SHSOLE55,743 0 0
DISNEY WALT COCOM254687106648,5426,477SHSOLE6,477 0 0
EXPENSIFY INCCOM CL A30219Q1061,087,577133,445SHSOLE133,445 0 0
FIFTH THIRD BANCORPCOM316773100201,7987,575SHSOLE7,575 0 0
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX33733E3021,304,0378,820SHSOLE8,820 0 0
GENERAL DYNAMICS CORPCOM369550108337,6141,479SHSOLE1,479 0 0
GLOBAL X FDSGLBL X MLP ETF37954Y343471,23911,328SHSOLE11,328 0 0
HANNON ARMSTRONG SUST INFR CCOM41068X100257,4009,000SHSOLE9,000 0 0
HOME DEPOT INCCOM437076102452,6291,534SHSOLE1,534 0 0
INTERNATIONAL FLAVORS&FRAGRACOM459506101213,5312,322SHSOLE2,322 0 0
INVESCO DB COMMDY INDX TRCKUNIT46138B1034,336,372182,661SHSOLE182,661 0 0
INVESCO EXCHANGE TRADED FD TGLOBAL DRGN CN46137V571374,81012,624SHSOLE12,624 0 0
INVESCO QQQ TRUNIT SER 146090E1037,751,21224,152SHSOLE24,152 0 0
ISHARES INCCORE MSCI EMKT46434G103427,7188,767SHSOLE8,767 0 0
ISHARES TREUROPE ETF464287861230,6384,611SHSOLE4,611 0 0
ISHARES TR3 7 YR TREAS BD46428866112,139,035103,179SHSOLE103,179 0 0
ISHARES TRNATIONAL MUN ETF464288414800,6637,431SHSOLE7,431 0 0
ISHARES TRCORE S&P SCP ETF46428780414,835,616153,419SHSOLE153,419 0 0
ISHARES TRMSCI INTL VLU FT46435G40942,570,6401,717,251SHSOLE1,717,251 0 0
ISHARES TRCORE US AGGBD ET4642872266,544,51765,682SHSOLE65,682 0 0
ISHARES TRS&P SML 600 GWT4642878871,737,85215,807SHSOLE15,807 0 0
ISHARES TRCORE DIV GRWTH46434V62110,200,329204,047SHSOLE204,047 0 0
ISHARES TRRUS MID CAP ETF464287499601,0018,596SHSOLE8,596 0 0
ISHARES TRRUS 1000 GRW ETF464287614372,2901,524SHSOLE1,524 0 0
ISHARES TRRUSSELL 3000 ETF46428768970,908,742301,214SHSOLE301,214 0 0
ISHARES TRRUSSELL 2000 ETF464287655582,2463,264SHSOLE3,264 0 0
ISHARES TRSELECT DIVID ETF4642871683,267,71527,886SHSOLE27,886 0 0
ISHARES TRCORE S&P MCP ETF46428750723,165,57092,603SHSOLE92,603 0 0
ISHARES TRS&P 500 VAL ETF464287408271,2031,787SHSOLE1,787 0 0
ISHARES TRMSCI EMG MKT ETF4642872349,492,819240,568SHSOLE240,568 0 0
ISHARES TRCORE MSCI EAFE46432F8421,607,43224,045SHSOLE24,045 0 0
ISHARES TRRUS 1000 ETF464287622587,6962,609SHSOLE2,609 0 0
ISHARES TRMSCI EAFE ETF46428746512,380,739173,109SHSOLE173,109 0 0
ISHARES TRCORE S&P500 ETF4642872008,349,88220,312SHSOLE20,312 0 0
ISHARES TRMSCI USA ESG SLC464288802212,8232,425SHSOLE2,425 0 0
JOHNSON & JOHNSONCOM478160104537,2983,466SHSOLE3,466 0 0
KNOW LABS INCCOM NEW49923810337,58442,220SHSOLE42,220 0 0
LILLY ELI & COCOM532457108775,0992,257SHSOLE2,257 0 0
MARRIOTT INTL INC NEWCL A571903202428,3832,580SHSOLE2,580 0 0
MASTERCARD INCORPORATEDCL A57636Q104540,0891,486SHSOLE1,486 0 0
MCDONALDS CORPCOM580135101529,3071,893SHSOLE1,893 0 0
MEDTRONIC PLCSHSG5960L103512,3446,355SHSOLE6,355 0 0
META PLATFORMS INCCL A30303M102591,1012,789SHSOLE2,789 0 0
MICROSOFT CORPCOM5949181041,001,4973,474SHSOLE3,474 0 0
NEXTERA ENERGY INCCOM65339F101386,8395,019SHSOLE5,019 0 0
NIKE INCCL B654106103911,3017,431SHSOLE7,431 0 0
NOVO-NORDISK A SADR670100205407,0802,558SHSOLE2,558 0 0
ORACLE CORPCOM68389X105620,7996,681SHSOLE6,681 0 0
OREILLY AUTOMOTIVE INCCOM67103H107571,364673SHSOLE673 0 0
PROCTER AND GAMBLE COCOM742718109392,2922,638SHSOLE2,638 0 0
RAYTHEON TECHNOLOGIES CORPCOM75513E101628,3286,416SHSOLE6,416 0 0
SAB BIOTHERAPEUTICS INCCOM78397T10310,12023,000SHSOLE23,000 0 0
SAREPTA THERAPEUTICS INCCOM803607100501,7013,640SHSOLE3,640 0 0
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706365,45014,904SHSOLE14,904 0 0
SCHWAB STRATEGIC TRUS BRD MKT ETF80852410273,023,9531,526,101SHSOLE1,526,101 0 0
SCHWAB STRATEGIC TRINTL EQTY ETF8085248059,052,657260,134SHSOLE260,134 0 0
SELECT SECTOR SPDR TRFINANCIAL81369Y605587,96718,288SHSOLE18,288 0 0
SPDR GOLD TRGOLD SHS78463V107657,5773,589SHSOLE3,589 0 0
SPDR S&P 500 ETF TRTR UNIT78462F10342,337,059103,415SHSOLE103,415 0 0
SPDR SER TRPRTFLO S&P500 GW78464A40928,071,524507,072SHSOLE507,072 0 0
SPDR SER TRS&P BIOTECH78464A8701,856,78024,364SHSOLE24,364 0 0
STARBUCKS CORPCOM855244109470,6164,520SHSOLE4,520 0 0
TENCENT MUSIC ENTMT GROUPSPON ADS88034P109124,20015,000SHSOLE15,000 0 0
UNILEVER PLCSPON ADR NEW904767704504,2409,710SHSOLE9,710 0 0
VANECK ETF TRUSTGOLD MINERS ETF92189F106215,1976,652SHSOLE6,652 0 0
VANECK ETF TRUSTJUNIOR GOLD MINE92189F7911,085,72527,487SHSOLE27,487 0 0
VANGUARD INDEX FDSMCAP GR IDXVIP922908538640,6033,287SHSOLE3,287 0 0
VANGUARD INDEX FDSVALUE ETF92290874469,510,252503,296SHSOLE503,296 0 0
VANGUARD INDEX FDSSML CP GRW ETF922908595287,8711,330SHSOLE1,330 0 0
VANGUARD INDEX FDSS&P 500 ETF SHS9229083631,669,7824,440SHSOLE4,440 0 0
VANGUARD INDEX FDSTOTAL STK MKT92290876943,002,981210,696SHSOLE210,696 0 0
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742361,4183,925SHSOLE3,925 0 0
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858938,80623,238SHSOLE23,238 0 0
VANGUARD MUN BD FDSTAX EXEMPT BD9229077466,875,511135,719SHSOLE135,719 0 0
VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088442,496,74116,212SHSOLE16,212 0 0
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385834,370,915760,924SHSOLE760,924 0 0
VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061,241,94611,772SHSOLE11,772 0 0
VISA INCCOM CL A92826C839988,0794,383SHSOLE4,383 0 0
WALMART INCCOM931142103270,2411,833SHSOLE1,833 0 0
WESTERN ALLIANCE BANCORPCOM957638109234,5646,600SHSOLE6,600 0 0
WHEELS UP EXPERIENCE INCCOM CL A96328L10621,97334,724SHSOLE34,724 0 0
WISDOMTREE TRUS AI ENHANCED97717W406253,1222,762SHSOLE2,762 0 0