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CIK: 0001965772
Total reported value
$625.8M
$625.8M
154 檔
16.9%
The Q1 2026 SEC filing reveals that LMG Wealth Partners, LLC held a total portfolio value of $625.8M, covering 154 public equity positions.
In Q1 2026, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 93 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.84% | +0.47% | -0.93% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 3.61% | -0.74% | -0.20% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.04% | -0.04% | +0.15% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.99% | -0.03% | +0.34% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 2.75% | -0.80% | +3.46% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.70% | +0.29% | +2.42% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.31% | +8.24% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.28% | -0.12% | +5.31% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.25% | +0.14% | -2.97% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.19% | -0.29% | -0.33% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | +0.02% | +0.02% | |
| 12 | DIVI | Franklin International Core | ETF-Other | 1.97% | -0.11% | +4.28% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -0.57% | -0.74% | |
| 14 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.86% | -0.01% | -0.80% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.85% | -0.03% | +2.05% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.58% | +0.08% | +1.12% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.52% | -0.04% | -0.18% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.52% | -0.07% | +0.51% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.01% | +0.71% | |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.34% | +0.09% | +0.85% | |
| 21 | CLS | Celestica Inc | Stock-Tech | 1.31% | -0.18% | -2.53% | |
| 22 | PRU | Prudential Financial Inc | Stock-Financials | 1.30% | -0.02% | +5.28% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.12% | +0.81% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.25% | +0.06% | +3.29% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | +0.41% | -0.41% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | -0.03% | +1.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.10% | +0.74% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.15% | +0.02% | +4.61% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 1.12% | -0.26% | +0.27% | |
| 30 | RJF | Raymond James Financial Inc | Stock-Financials | 1.08% | -0.09% | +1.13% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | +0.01% | +2.32% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.18% | +3.06% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 1.05% | -0.02% | +1.70% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.21% | +13.77% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.17% | +9.77% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.10% | +1.60% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.06% | +3.12% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.90% | +0.02% | +3.65% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.89% | -0.04% | +3.80% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.89% | -0.05% | +4.52% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | — | +9.08% | |
| 42 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.82% | +0.29% | -0.52% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.82% | -0.03% | +1.08% | |
| 44 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.76% | -0.05% | +4.32% | |
| 45 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.76% | -0.02% | +5.40% | |
| 46 | SYY | Sysco CORP | Stock-Consumer Staples | 0.73% | +0.07% | +3.44% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.04% | +4.00% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.02% | +0.17% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.09% | +0.81% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.67% | +0.01% | +8.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +3.46% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -0.74% | Trim |
| 3 | WMT | Walmart Inc | +0.3% | -0.20% | Trim |
| 4 | GM | General Motors Co | +0.3% | +623.41% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | -0.41% | Trim |
| 6 | FDX | Fedex CORP | +0.2% | +0.27% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +0.81% | Add |
| 8 | STRL | Sterling Infrastructure Inc | +0.2% | -0.52% | Trim |
| 9 | PEP | Pepsico Inc | +0.2% | +13.77% | Add |
| 10 | ADM | Archer-daniels-midland Co | +0.2% | +4.32% | Add |
| 11 | PARR | Par Pacific Holdings Inc | +0.2% | +24.25% | Add |
| 12 | VZ | Verizon Communications Inc | +0.2% | +9.21% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +12.45% | Add |
| 14 | DVY | Ishares Select Dividend ETF | +0.1% | +4.61% | Add |
| 15 | O | Realty Income CORP | +0.1% | +4.52% | Add |
| 16 | TGT | Target CORP | +0.1% | +33.25% | Add |
| 17 | DIVI | Franklin International Core | +0.1% | +4.28% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +3.83% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | -0.25% | Trim |
| 20 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +1.12% | Add |
| 21 | T | At&t Inc | +0.1% | +0.58% | Add |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.1% | +5.31% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.33% | Trim |
| 24 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +8.85% | Add |
| 25 | CB | Chubb Limited | +0.1% | +3.80% | Add |
| 26 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +9.08% | Add |
| 27 | SO | Southern Co/the | +0.1% | +7.64% | Add |
| 28 | HPQ | Hp Inc | +0.1% | +54.94% | Add |
| 29 | LNT | Alliant Energy CORP | 0% | +4.63% | Add |
| 30 | KO | Coca-cola Co/the | 0% | +3.88% | Add |
| 31 | ETR | Entergy CORP | 0% | — | Unchanged |
| 32 | MPC | Marathon Petroleum CORP | 0% | +0.20% | Add |
| 33 | KGC | Kinross Gold CORP | 0% | +4.71% | Add |
| 34 | MCD | Mcdonald's CORP | 0% | +3.06% | Add |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +5.40% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | -2.60% | Trim |
| 37 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 38 | DRI | Darden Restaurants Inc | 0% | +12.25% | Add |
| 39 | BSM | Black Stone Minerals LP | 0% | — | Unchanged |
| 40 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 41 | DUK | Duke Energy CORP | 0% | +0.62% | Add |
| 42 | KMB | Kimberly-clark CORP | 0% | +22.85% | Add |
| 43 | OKE | Oneok Inc | 0% | — | Unchanged |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +18.76% | Add |
| 45 | PKG | Packaging CORP Of America | 0% | +3.40% | Add |
| 46 | EAT | Brinker International Inc | 0% | +17.48% | Add |
| 47 | VBR | Vanguard Small-cap Value ETF | 0% | +0.34% | Add |
| 48 | VIOG | Vanguard S&p Sm Cap 600 Grw | 0% | +0.85% | Add |
| 49 | HD | Home Depot Inc | 0% | +9.63% | Add |
| 50 | VISN | Vistance Networks Inc | 0% | +6.23% | Add |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 154 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, WMT, AAPL) accounted for 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
NUE
市值: $2.0M
Top Position Liquidated / Trimmed
CRM
前期市值: $2.0M
During Q1 2026, LMG Wealth Partners, LLC's top holdings by market value included IVW (6.8%)、WMT (3.6%)、AAPL (3.0%). The largest single position, IVW, represented 6.8% of total portfolio value.
In Q1 2026, LMG Wealth Partners, LLC made 125 total portfolio adjustments, initiating 6 new buys, adding to 93 positions, trimming 21 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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