Q2 2026 13F · SEC CIK 1965772

LMG Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $625.8M
Reported positions: 166
Top holdings a year, 3 yrs: +17.5%
Assets under management: $681.2M

LMG Wealth Partners, LLC is a wealth manager that reported 166 positions worth $625.8M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Ishares Tr (IVW, 7.3%), Apple Inc (AAPL, 3.0%), Ishares Tr (IWO, 3.0%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

LMG Wealth Partners, LLC holdings largest 50 of 166 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LMG Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVWIshares Tr	7.3%	6.8%	332,814	+0.3%	$45.8M
AAPLApple Inc	3.0%	3.0%	64,945	-1.3%	$18.8M
IWOIshares Tr	3.0%	2.7%	47,501	+0.5%	$18.7M
VBRVanguard Index Fds	3.0%	3.0%	76,108	+0.7%	$18.5M
WMTWalmart Inc	2.9%	3.6%	158,724	-0.4%	$18.0M
IWPIshares Tr	2.4%	2.3%	102,212	+6.0%	$15.0M
AGGIshares Tr	2.2%	2.3%	136,337	+8.1%	$13.5M
SPYState Str Spdr S&p 500 ETF T	2.1%	2.1%	17,924	+0.1%	$13.4M
MSFTMicrosoft Corp	2.1%	2.4%	35,559	-1.1%	$13.3M
CVXChevron Corporation	1.9%	2.7%	73,598	+1.0%	$12.2M
RTXRtx Corporation	1.9%	2.2%	62,720	+0.7%	$11.9M
FLQHFranklin Templeton ETF Tr	1.9%	2.0%	271,790	+0.2%	$11.6M
CAHCardinal Health Inc	1.8%	1.9%	48,669	+0.8%	$11.6M
IVEIshares Tr	1.8%	1.8%	50,152	+4.5%	$11.4M
CATCaterpillar Inc	1.7%	1.2%	9,767	+1.1%	$10.4M
XMMOInvesco Exchange Traded Fd T	1.7%	1.6%	60,963	+2.2%	$10.4M
NOBLProshares Tr	1.5%	1.5%	164,891	+109.5%	$9.3M
AMZNAmazon Com Inc	1.5%	1.4%	38,198	+0.4%	$9.1M
IJJIshares Tr	1.4%	1.5%	61,225	-2.5%	$9.0M
VIOGVanguard Admiral Fds Inc	1.4%	1.3%	58,265	-1.6%	$8.9M
XOMExxon Mobil Corp	1.3%	1.9%	60,569	-1.1%	$8.3M
USBUS Bancorp	1.3%	1.2%	135,596	+2.9%	$8.2M
PRUPrudential Finl Inc	1.3%	1.3%	74,374	+1.5%	$8.0M
EMREmerson Elec Co	1.2%	1.2%	52,273	+1.9%	$7.5M
MUMicron Technology Inc	1.2%	—	6,388	—	$7.4M
DVYIshares Tr	1.2%	1.1%	46,677	+12.1%	$7.3M
JNJJohnson & Johnson	1.2%	1.3%	28,684	+0.1%	$7.3M
CLSCelestica Inc	1.1%	1.3%	19,403	-23.7%	$7.1M
TSLATesla Inc	1.1%	1.0%	16,618	+18.0%	$7.0M
STRLSterling Infrastructure Inc	1.1%	0.8%	8,302	-25.3%	$7.0M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	13,567	+0.8%	$6.8M
VNQVanguard Index Fds	1.1%	1.1%	69,875	+5.3%	$6.7M
AFLAflac Inc	1.0%	1.1%	54,752	+4.1%	$6.4M
RJFRaymond James Finl Inc	1.0%	1.1%	40,908	+0.1%	$6.2M
ABBVAbbvie Inc	1.0%	0.9%	24,080	+5.4%	$6.1M
VFHVanguard World Fd	0.9%	0.9%	43,632	+6.8%	$5.7M
MCDMcdonalds Corp	0.9%	1.1%	20,313	+8.6%	$5.5M
FDXFedex Corp	0.9%	1.1%	17,266	-0.3%	$5.4M
BNDXVanguard Charlotte Fds	0.9%	0.9%	111,162	+13.4%	$5.4M
CBChubb Limited	0.9%	0.9%	15,695	+4.6%	$5.3M
ORealty Income Corp.	0.8%	0.9%	85,162	+6.8%	$5.3M
LOWLowes Cos Inc	0.8%	0.9%	23,719	+8.8%	$5.2M
SYYSysco Corp	0.8%	0.7%	60,111	+6.7%	$5.0M
ALLAllstate Corp	0.8%	0.8%	20,894	-4.1%	$5.0M
PEPPepsico Inc	0.8%	1.0%	36,709	+3.6%	$5.0M
GOOGAlphabet Inc	0.8%	0.7%	13,962	+3.8%	$4.9M
EEMVIshares Inc	0.7%	0.8%	61,682	-3.8%	$4.6M
CSCOCisco Sys Inc	0.7%	—	38,226	—	$4.5M
ADMArcher Daniels Midland Co	0.7%	0.8%	58,540	+1.4%	$4.5M
ADPAutomatic Data Processing in	0.7%	—	19,774	—	$4.4M

What LMG Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NOBL Proshares Tr+109.5% shares
TSLA Tesla Inc+18.0% shares
BNDX Vanguard Charlotte Fds+13.4% shares
DVY Ishares Tr+12.1% shares
LOW Lowes Cos Inc+8.8% shares
MCD Mcdonalds Corp+8.6% shares
AGG Ishares Tr+8.1% shares
VFH Vanguard World Fd+6.8% shares

Reduced

STRL Sterling Infrastructure Inc-25.3% shares
CLS Celestica Inc-23.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$625.8M	166
Q1 2026	$548.7M	154
Q4 2025	$536.0M	153
Q3 2025	$537.8M	151
Q2 2025	$486.7M	139
Q1 2025	$448.8M	128
Q4 2024	$458.7M	129
Q3 2024	$436.7M	123
Q2 2024	$401.1M	122
Q1 2024	$397.0M	121
Q4 2023	$360.2M	107
Q3 2023	$328.2M	104

Questions about LMG Wealth Partners, LLC's portfolio

What stocks does LMG Wealth Partners, LLC own?

LMG Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 166 positions worth $625.8M. The largest are Ishares Tr (IVW) at 7.3%, Apple Inc (AAPL) at 3.0%, Ishares Tr (IWO) at 3.0%, Vanguard Index Fds (VBR) at 3.0% and Walmart Inc (WMT) at 2.9%.

What did LMG Wealth Partners, LLC buy last quarter?

In Q2 2026, LMG Wealth Partners, LLC added Proshares Tr (NOBL) (+109.5% shares), Tesla Inc (TSLA) (+18.0% shares) and Vanguard Charlotte Fds (BNDX) (+13.4% shares), compared with its Q1 2026 filing.

What did LMG Wealth Partners, LLC sell last quarter?

In Q2 2026, LMG Wealth Partners, LLC cut from its top 50 Wells Fargo & Co (WFC), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Proshares Tr (REGL), Sterling Infrastructure Inc (STRL) (-25.3% shares) and Celestica Inc (CLS) (-23.7% shares), compared with its Q1 2026 filing.

How has LMG Wealth Partners, LLC's portfolio performed?

A portfolio copying LMG Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.2% against +20.1%.

When is LMG Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LMG Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LMG Wealth Partners, LLC manage?

LMG Wealth Partners, LLC reported $681.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $625.8M.