Institutions / LMG Wealth Partners, LLC
LMG Wealth Partners, LLC
CIK 1965772 · Institution · as of Dec 31, 2025
Portfolio value
$535.98M
Positions
153
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 153 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $41.29M | 7.7% |
| Apple Inc. | $17.87M | 3.3% |
| Walmart Inc. | $17.79M | 3.3% |
| Microsoft Corp | $16.06M | 3.0% |
| Vanguard Index Fds | $15.96M | 3.0% |
| iShares Tr | $14.90M | 2.8% |
| iShares Tr | $13.61M | 2.5% |
| SPDR S&P 500 ETF Tr | $12.21M | 2.3% |
| iShares Tr | $11.96M | 2.2% |
| RTX Corp | $11.46M | 2.1% |
| Chevron Corp | $10.73M | 2.0% |
| Franklin Templeton ETF Tr | $10.11M | 1.9% |
| Cardinal Health Inc | $10.00M | 1.9% |
| iShares Tr | $9.97M | 1.9% |
| Amazon.com Inc | $8.72M | 1.6% |
| iShares MSCI UAE ETF | $8.22M | 1.5% |
| ProShares Tr | $8.21M | 1.5% |
| Invesco Exchange Traded Fd T | $8.17M | 1.5% |
| Prudential Financial Inc | $7.86M | 1.5% |
| Celestica IncCLS | $7.71M | 1.4% |
| Exxon Mobil Corp | $7.43M | 1.4% |
| Vanguard Admiral Fds Inc | $7.12M | 1.3% |
| US Bancorp \De | $6.81M | 1.3% |
| Warren E. Buffett | $6.72M | 1.3% |
| Emerson Electric Co | $6.71M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.