LMG Wealth Partners, LLC
CIK 1965772
13F filing for Q2 2026・No. 3,414
- Holdings
- US$625.8M
- Quarter change
- +US$77.06M
- Entries
- 166
- Net bought (estimate)
- +US$16.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 4
- Cut 31
- Added 86
- Corporate actions 0
- Unchanged 33
Largest holdings
166 stocks worth US$625.8M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRS&P 500 GRWT ETF | Added | 332,814 | US$45.77M | 7.31% |
| AAPLAppleCOM | Cut | 64,945 | US$18.79M | 3.00% |
| ISHARES TRRUS 2000 GRW ETF | Added | 47,501 | US$18.71M | 2.99% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 76,108 | US$18.49M | 2.96% |
| WMTWALMART INCCOM | Cut | 158,724 | US$17.98M | 2.87% |
| ISHARES TRRUS MD CP GR ETF | Added | 102,212 | US$14.96M | 2.39% |
| ISHARES TRCORE US AGGBD ET | Added | 136,337 | US$13.49M | 2.16% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 17,924 | US$13.39M | 2.14% |
| MSFTMicrosoftCOM | Cut | 35,559 | US$13.26M | 2.12% |
| CVXCHEVRON CORPORATIONCOM | Added | 73,598 | US$12.2M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.