account_balance
Investment manager · 13F filer · SEC CIK 1965772
LMG Wealth Partners, LLC
Reported value$621Mas of Sep 30, 2026
Positions168 9 new, 7 sold out
Top 10 weight31.5%IVW alone is 8%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
7.6%
AAPLApple Inc.
3.5%
MSFTMicrosoft Corp
3.0%Added +4%
VBRVanguard Index FDS
2.8%
IWOiShares Tr
2.7%
WMTWalmart Inc.
2.7%Added +2%
CVXChevron Corp
2.5%
SPYSPDR S&P 500 ETF Trust
2.2%
IWPiShares Tr
2.2%Trimmed −3%
AGGiShares Tr
2.1%Added +2%
DIVIFranklin Templeton ETF Tr
1.9%
RTXRTX Corp
1.9%
IVWiShares Tr
7.6%
AAPLApple Inc.
3.5%
MSFTMicrosoft Corp
3.0%+4%
VBRVanguard Index FDS
2.8%
IWOiShares Tr
2.7%
WMTWalmart Inc.
2.7%
CVXChevron Corp
2.5%
SPYSPDR S&P 500 ETF Trust
2.2%
IWPiShares Tr
2.2%
AGG2.1%
DIVI1.9%
RTX1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 7.6% Held
AAPL Apple Inc. 3.5% HeldMSFT Microsoft Corp 3.0% Added +4%VBR Vanguard Index FDS 2.8% Held
IWO iShares Tr 2.7% Held
WMT Walmart Inc. 2.7% Added +2%CVX Chevron Corp 2.5% HeldSPY SPDR S&P 500 ETF Trust 2.2% HeldIWP iShares Tr 2.2% Trimmed −3%
AGG iShares Tr 2.1% Added +2%
DIVI Franklin Templeton ETF Tr 1.9% Held
RTX RTX Corp 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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