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

LMG Wealth Partners, LLC

LMG Wealth's holding co. based in San Francisco, CA — $549M in tracked AUM across 154 positions as of Q1 2026.

LW
LMG Wealth·San Francisco, CA·Holding Co.
CIK 0001965772 · last filed Mar 31, 2026
Total AUM
$549M
▲ 11.6%
vs prior
Holdings
154
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
47% weight
concentration
AI Analysis · Q1 2026 · 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

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