Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LMG Wealth Partners, LLC (CIK 1965772) reported $548.7M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($37.5M, 6.84%), WMT ($19.8M, 3.61%), AAPL ($16.7M, 3.04%), VBR ($16.4M, 2.99%), CVX ($15.1M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $37.5M | 6.84% | 331,826 | Trimmed |
| 2 | WMT | WALMART INC | $19.8M | 3.61% | 159,337 | Trimmed |
| 3 | AAPL | APPLE INC | $16.7M | 3.04% | 65,829 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $16.4M | 2.99% | 75,599 | Added |
| 5 | CVX | CHEVRON CORPORATION | $15.1M | 2.75% | 72,858 | Added |
| 6 | IWO | ISHARES TR | $14.8M | 2.70% | 47,263 | Added |
| 7 | MSFT | MICROSOFT CORP | $13.3M | 2.43% | 35,954 | Added |
| 8 | AGG | ISHARES TR | $12.5M | 2.28% | 126,065 | Added |
| 9 | IWP | ISHARES TR | $12.4M | 2.25% | 96,448 | Trimmed |
| 10 | RTX | RTX CORPORATION | $12.0M | 2.19% | 62,269 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $11.7M | 2.12% | 17,914 | Added |
| 12 | DIVI | FRANKLIN TEMPLETON ETF TR | $10.8M | 1.97% | 271,192 | Added |
| 13 | XOM | EXXON MOBIL CORP | $10.4M | 1.89% | 61,251 | Trimmed |
| 14 | CAH | CARDINAL HEALTH INC | $10.2M | 1.86% | 48,286 | Trimmed |
| 15 | IVE | ISHARES TR | $10.1M | 1.85% | 47,974 | Added |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $8.6M | 1.58% | 59,631 | Added |
| 17 | IJJ | ISHARES TR | $8.3M | 1.52% | 62,779 | Added |
| 18 | NOBL | PROSHARES TR | $8.3M | 1.52% | 78,704 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $7.9M | 1.44% | 38,031 | Added |
| 20 | VIOG | VANGUARD ADMIRAL FDS INC | $7.4M | 1.34% | 59,208 | Added |
| 21 | CLS | CELESTICA INC | $7.2M | 1.31% | 25,437 | Trimmed |
| 22 | PRU | PRUDENTIAL FINL INC | $7.2M | 1.30% | 73,303 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $7.0M | 1.28% | 28,660 | Added |
| 24 | USB | US BANCORP | $6.9M | 1.25% | 131,757 | Added |
| 25 | CAT | CATERPILLAR INC | $6.8M | 1.25% | 9,663 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31