§ 13F · FUND PROFILE
LMG Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $538M (13F)Positions · 151Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 332K | $38M | 6.8% | −1% |
| 2 | WMT | WALMART INC | 159K | $20M | 3.6% | ±0% |
| 3 | AAPL | APPLE INC | 66K | $17M | 3.0% | ±0% |
| 4 | VBR | VANGUARD INDEX FDS | 76K | $16M | 3.0% | ±0% |
| 5 | CVX | CHEVRON CORPORATION | 73K | $15M | 2.7% | +3% |
| 6 | IWO | ISHARES TR | 47K | $15M | 2.7% | +2% |
| 7 | MSFT | MICROSOFT CORP | 36K | $13M | 2.4% | +8% |
| 8 | AGG | ISHARES TR | 126K | $13M | 2.3% | +5% |
| 9 | IWP | ISHARES TR | 96K | $12M | 2.3% | −3% |
| 10 | RTX | RTX CORPORATION | 62K | $12M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LMG SIGNAL
AC read
LMG Wealth Partners, LLC is a Other fund managing $538 million in assets. The fund runs a portfolio of 151 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed