LMG Wealth Partners, LLC — 13F holdings

LMG Wealth Partners, LLC reported 166 holdings worth $626M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. IVW ISHARES TR — $45.8M (7.3%)
  2. AAPL APPLE INC — $18.8M (3.0%)
  3. IWO ISHARES TR — $18.7M (3.0%)
  4. VBR VANGUARD INDEX FDS — $18.5M (3.0%)
  5. WMT Walmart Inc — $18.0M (2.9%)
  6. IWP ISHARES TR — $15.0M (2.4%)
  7. AGG ISHARES TR — $13.5M (2.2%)
  8. SPY SPDR S&P 500 ETF TR — $13.4M (2.1%)
  9. MSFT MICROSOFT CORP — $13.3M (2.1%)
  10. CVX CHEVRON CORP NEW — $12.2M (1.9%)