LMG Wealth Partners, LLC: 13F holdings
CIK 19657722026Q2
| Positions | 166 |
|---|
| Reported value | $625.8m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 166 (+12 vs prior quarter) |
|---|
| Reported value | $625.8m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 332,814 | $45.8m | 7.3% |
| AAPL APPLE INC | 64,945 | $18.8m | 3.0% |
| IWO ISHARES TR | 47,501 | $18.7m | 3.0% |
| VBR VANGUARD INDEX FDS | 76,108 | $18.5m | 3.0% |
| WMT WALMART INC | 158,724 | $18.0m | 2.9% |
| IWP ISHARES TR | 102,212 | $15.0m | 2.4% |
| AGG ISHARES TR | 136,337 | $13.5m | 2.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 17,924 | $13.4m | 2.1% |
| MSFT MICROSOFT CORP | 35,559 | $13.3m | 2.1% |
| CVX CHEVRON CORPORATION | 73,598 | $12.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965772")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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