StockDriftsStockDriftsTop 50 Lmg Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 7.31% | 332.8K | $45.8M | +0.30%(+988) | $59.09(+139.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 3% | 64.9K | $18.8M | -1.34%(-884) | $134.31(+127.36%) | 2026-06-30 | |
| IWO | ISHARES TR | 2.99% | 47.5K | $18.7M | +0.50%(+238) | $217.69(+81.33%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.96% | 76.1K | $18.5M | +0.67%(+509) | $152.26(+64.51%) | 2026-06-30 | |
| WMT | WALMART INC | 2.87% | 158.7K | $18.0M | -0.38%(-613) | $45.77(+151.06%) | 2026-06-30 | |
| IWP | ISHARES TR | 2.39% | 102.2K | $15.0M | +5.98%(+5.76K) | $84.62(+74.82%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.16% | 136.3K | $13.5M | +8.15%(+10.27K) | $97.68(-0.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.14% | 17.9K | $13.4M | +0.06%(+10) | $386.60(+100.56%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.12% | 35.6K | $13.3M | -1.10%(-395) | $278.22(+74.71%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 1.95% | 73.6K | $12.2M | +1.02%(+740) | $159.88(+25.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.63% | +50.64% | — | — | +65.36% |
| Top 20 Holdings Unweighted | +13.47% | +46.08% | — | — | +59.24% |
Lmg Wealth Partners LLC reports $625.80M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are IVW (7.3%), AAPL (3.0%) and IWO (3.0%). The top 20 holdings account for 46.45% of reported assets. Its disclosed equity book has returned +50.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lmg Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965772). View Lmg Wealth Partners LLC’s 13F filings on SEC