LMG Wealth Partners, LLC
LMG Wealth Partners, LLC reported 166 positions worth $625.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVW (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $45.8M | 7.31% | 332,814 | — | — | |
| ▸ 2 | AAPL | SH | $18.8M | 3.00% | 64,945 | — | — | |
| ▸ 3 | IWO | SH | $18.7M | 2.99% | 47,501 | — | — | |
| ▸ 4 | VBR | SH | $18.5M | 2.96% | 76,108 | — | — | |
| ▸ 5 | WMT | SH | $18.0M | 2.87% | 158,724 | — | — | |
| ▸ 6 | IWP | SH | $15.0M | 2.39% | 102,212 | — | — | |
| ▸ 7 | AGG | SH | $13.5M | 2.16% | 136,337 | — | — | |
| ▸ 8 | SPY | SH | $13.4M | 2.14% | 17,924 | — | — | |
| ▸ 9 | MSFT | SH | $13.3M | 2.12% | 35,559 | — | — | |
| ▸ 10 | CVX | SH | $12.2M | 1.95% | 73,598 | — | — |
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Frequently Asked Questions
What stocks does LMG Wealth Partners, LLC hold as of Q2 2026?
LMG Wealth Partners, LLC reported 166 positions worth $625.8M in its Q2 2026 13F filing. Largest positions: IVW (7.3%), AAPL (3.0%), IWO (3.0%), VBR (3.0%) and WMT (2.9%).
What did LMG Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LMG Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.