§ 13F · FUND PROFILE
LMG Wealth Partners, LLC.
AUM · $626M (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 333K | $46M | 7.3% | ±0% |
| 2 | AAPL | APPLE INC | 65K | $19M | 3.0% | −1% |
| 3 | IWO | ISHARES TR | 48K | $19M | 3.0% | ±0% |
| 4 | VBR | VANGUARD INDEX FDS | 76K | $18M | 3.0% | +1% |
| 5 | WMT | WALMART INC | 159K | $18M | 2.9% | ±0% |
| 6 | IWP | ISHARES TR | 102K | $15M | 2.4% | +6% |
| 7 | AGG | ISHARES TR | 136K | $13M | 2.2% | +8% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $13M | 2.1% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 36K | $13M | 2.1% | −1% |
| 10 | CVX | CHEVRON CORPORATION | 74K | $12M | 1.9% | +1% |
§ 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 $626 million in assets. The fund runs a portfolio of 166 positions.
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