LMG Wealth Partners, LLC
CIK 0001965772 · SHREVEPORT, LA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$625.8M
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVW
ISHARES TR
7.3%
AAPL
APPLE INC
3.0%
IWO
ISHARES TR
3.0%
VBR
VANGUARD INDEX FDS
3.0%
WMT
WALMART INC
2.9%
IWP
ISHARES TR
2.4%
AGG
ISHARES TR
2.2%
SPY
STATE STR SPDR S&P 500 ETF T
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.