§ 13F · FUND PROFILE
LMG Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $486.7T (13F)Positions · 139Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 335K | $41.3T | 7.7% | ±0% |
| 2 | AAPL | APPLE INC | 66K | $17.9T | 3.3% | −10% |
| 3 | WMT | WALMART INC | 160K | $17.8T | 3.3% | −8% |
| 4 | MSFT | MICROSOFT CORP | 33K | $16.1T | 3.0% | −2% |
| 5 | VBR | VANGUARD INDEX FDS | 75K | $16.0T | 3.0% | ±0% |
| 6 | IWO | ISHARES TR | 46K | $14.9T | 2.8% | +2% |
| 7 | IWP | ISHARES TR | 99K | $13.6T | 2.5% | +1% |
| 8 | SPY | SPDR S&P 500 ETF TR | 18K | $12.2T | 2.3% | ±0% |
| 9 | AGG | ISHARES TR | 120K | $12.0T | 2.2% | ±0% |
| 10 | RTX | RTX CORPORATION | 62K | $11.5T | 2.1% | −7% |
§ 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 $486695.8 trillion in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed