13F Insight
DOSSIER · 13F-HR · Q2 2026

LMG Wealth Partners, LLC

$626M in tracked AUM across 166 positions as of Q2 2026.

LW
CIK 0001965772 · last filed Jun 30, 2026
Total AUM
$626M
as of Q2 2026
Holdings
166
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LMG Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$46M333K7.3%02
AAPL
APPLE INC
$19M65K3.0%03
IWO
ISHARES TR
$19M48K3.0%04
VBR
VANGUARD INDEX FDS
$18M76K3.0%05
WMT
WALMART INC
$18M159K2.9%06
IWP
ISHARES TR
$15M102K2.4%07
AGG
ISHARES TR
$13M136K2.2%08
SPY
STATE STR SPDR S&P 500 ETF T
$13M18K2.1%09
MSFT
MICROSOFT CORP
$13M36K2.1%10
CVX
CHEVRON CORPORATION
$12M74K1.9%

Filing history

2026Q2Jun 30
$626M▲ 14.0%
166 positionsView →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 positionsLocked
Showing 12 of 15