13F Insight
DOSSIER · 13F-HR · Q1 2026

LMG Wealth Partners, LLC

$549M in tracked AUM across 154 positions as of Q1 2026.

LW
CIK 0001965772 · last filed Mar 31, 2026
Total AUM
$549M
as of Q1 2026
Holdings
154
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LMG Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$38M332K6.8%02
WMT
WALMART INC
$20M159K3.6%03
AAPL
APPLE INC
$17M66K3.0%04
VBR
VANGUARD INDEX FDS
$16M76K3.0%05
CVX
CHEVRON CORPORATION
$15M73K2.7%06
IWO
ISHARES TR
$15M47K2.7%07
MSFT
MICROSOFT CORP
$13M36K2.4%08
AGG
ISHARES TR
$13M126K2.3%09
IWP
ISHARES TR
$12M96K2.3%10
RTX
RTX CORPORATION
$12M62K2.2%

Filing history

2026Q1Mar 31
$549M▲ 2.4%
154 positionsView →2025Q4Dec 31
$536M▼ 0.3%
153 positionsView →2025Q3Sep 30
$538M▲ 10.5%
151 positionsView →2025Q2Jun 30
$487M▲ 8.5%
139 positionsLocked2025Q1Mar 31
$449M▼ 2.2%
128 positionsLocked2024Q4Dec 31
$459M▲ 5.0%
129 positionsLocked2024Q3Sep 30
$437M▲ 8.9%
123 positionsLocked2024Q2Jun 30
$401M▲ 1.0%
122 positionsLocked2024Q1Mar 31
$397M▲ 10.2%
121 positionsLocked2023Q4Dec 31
$360M▲ 9.7%
107 positionsLocked2023Q3Sep 30
$328M▲ 0.4%
104 positionsLocked2023Q2Jun 30
$327M▲ 5.6%
106 positionsLocked
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