Holders — by stockHoldings — by fund
LMG Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965772
$625.8M
disclosed book value
166
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 100 of 166 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVWISHARES TR | 332,814 | $45.8M | 7.3% |
| 2 | AAPLAPPLE INC | 64,945 | $18.8M | 3% |
| 3 | IWOISHARES TR | 47,501 | $18.7M | 3% |
| 4 | VBRVANGUARD INDEX FDS | 76,108 | $18.5M | 3% |
| 5 | WMTWALMART INC | 158,724 | $18.0M | 2.9% |
| 6 | IWPISHARES TR | 102,212 | $15.0M | 2.4% |
| 7 | AGGISHARES TR | 136,337 | $13.5M | 2.2% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 17,924 | $13.4M | 2.1% |
| 9 | MSFTMICROSOFT CORP | 35,559 | $13.3M | 2.1% |
| 10 | CVXCHEVRON CORPORATION | 73,598 | $12.2M | 1.9% |
| 11 | RTXRTX CORPORATION | 62,720 | $11.9M | 1.9% |
| 12 | DIVIFRANKLIN TEMPLETON ETF TR | 271,790 | $11.6M | 1.9% |
| 13 | CAHCARDINAL HEALTH INC | 48,669 | $11.6M | 1.8% |
| 14 | IVEISHARES TR | 50,152 | $11.4M | 1.8% |
| 15 | CATCATERPILLAR INC | 9,767 | $10.4M | 1.7% |
| 16 | XMMOINVESCO EXCHANGE TRADED FD T | 60,963 | $10.4M | 1.7% |
| 17 | NOBLPROSHARES TR | 164,891 | $9.3M | 1.5% |
| 18 | AMZNAMAZON COM INC | 38,198 | $9.1M | 1.5% |
| 19 | IJJISHARES TR | 61,225 | $9.0M | 1.4% |
| 20 | VIOGVANGUARD ADMIRAL FDS INC | 58,265 | $8.9M | 1.4% |
| 21 | EXMOCEXXON MOBIL CORP | 60,569 | $8.3M | 1.3% |
| 22 | USBUS BANCORP | 135,596 | $8.2M | 1.3% |
| 23 | PRUPRUDENTIAL FINL INC | 74,374 | $8.0M | 1.3% |
| 24 | EMREMERSON ELEC CO | 52,273 | $7.5M | 1.2% |
| 25 | MUMICRON TECHNOLOGY INC | 6,388 | $7.4M | 1.2% |
| 26 | DVYISHARES TR | 46,677 | $7.3M | 1.2% |
| 27 | JNJJOHNSON & JOHNSON | 28,684 | $7.3M | 1.2% |
| 28 | CLSCELESTICA INC | 19,403 | $7.1M | 1.1% |
| 29 | TSLATESLA INC | 16,618 | $7.0M | 1.1% |
| 30 | STRLSTERLING INFRASTRUCTURE INC | 8,302 | $7.0M | 1.1% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,567 | $6.8M | 1.1% |
| 32 | VNQVANGUARD INDEX FDS | 69,875 | $6.7M | 1.1% |
| 33 | AFLAFLAC INC | 54,752 | $6.4M | 1% |
| 34 | RJFRAYMOND JAMES FINL INC | 40,908 | $6.2M | 1% |
| 35 | ABBVABBVIE INC | 24,080 | $6.1M | 1% |
| 36 | VFHVANGUARD WORLD FD | 43,632 | $5.7M | 0.9% |
| 37 | MCDMCDONALDS CORP | 20,313 | $5.5M | 0.9% |
| 38 | FDXFEDEX CORP | 17,266 | $5.4M | 0.9% |
| 39 | BNDXVANGUARD CHARLOTTE FDS | 111,162 | $5.4M | 0.9% |
| 40 | CHUBB LIMITED | 15,695 | $5.3M | 0.9% |
| 41 | OREALTY INCOME CORP | 85,162 | $5.3M | 0.8% |
| 42 | LOWLOWES COS INC | 23,719 | $5.2M | 0.8% |
| 43 | SYYSYSCO CORP | 60,111 | $5.0M | 0.8% |
| 44 | ALLALLSTATE CORP | 20,894 | $5.0M | 0.8% |
| 45 | PEPPEPSICO INC | 36,709 | $5.0M | 0.8% |
| 46 | GOOGALPHABET INC | 13,962 | $4.9M | 0.8% |
| 47 | EEMVISHARES INC | 61,682 | $4.6M | 0.7% |
| 48 | CSCOCISCO SYS INC | 38,226 | $4.5M | 0.7% |
| 49 | ADMARCHER DANIELS MIDLAND CO | 58,540 | $4.5M | 0.7% |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 19,774 | $4.4M | 0.7% |
| 51 | JPMJPMORGAN CHASE & CO | 13,142 | $4.3M | 0.7% |
| 52 | REGLPROSHARES TR | 46,369 | $4.2M | 0.7% |
| 53 | WFCWELLS FARGO & CO | 51,286 | $4.2M | 0.7% |
| 54 | GOOGLALPHABET INC | 10,922 | $3.9M | 0.6% |
| 55 | OKTAOKTA INC | 25,819 | $3.5M | 0.6% |
| 56 | HDHOME DEPOT INC | 9,974 | $3.5M | 0.6% |
| 57 | MXLMAXLINEAR INC | 26,759 | $3.4M | 0.5% |
| 58 | APPAPPLOVIN CORP | 6,517 | $3.4M | 0.5% |
| 59 | MRKMERCK & CO INC | 25,729 | $3.3M | 0.5% |
| 60 | ABNBAIRBNB INC | 22,457 | $3.2M | 0.5% |
| 61 | WWAYFAIR INC | 34,719 | $3.2M | 0.5% |
| 62 | BMYBRISTOL-MYERS SQUIBB CO | 54,001 | $3.1M | 0.5% |
| 63 | NUENUCOR CORP | 13,857 | $3.1M | 0.5% |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 50,439 | $3.0M | 0.5% |
| 65 | EATON CORP PLC | 6,870 | $2.9M | 0.5% |
| 66 | IWNISHARES TR | 13,166 | $2.9M | 0.5% |
| 67 | IWSISHARES TR | 17,142 | $2.8M | 0.5% |
| 68 | VZVERIZON COMMUNICATIONS INC | 66,537 | $2.8M | 0.5% |
| 69 | MFCMANULIFE FINL CORP | 67,405 | $2.7M | 0.4% |
| 70 | DISDISNEY WALT CO | 27,585 | $2.7M | 0.4% |
| 71 | IJSISHARES TR | 19,234 | $2.6M | 0.4% |
| 72 | KOCOCA COLA CO | 32,131 | $2.6M | 0.4% |
| 73 | CORPORACION AMER ARPTS S A | 102,665 | $2.6M | 0.4% |
| 74 | INCYINCYTE CORP | 22,773 | $2.6M | 0.4% |
| 75 | VTIVANGUARD INDEX FDS | 6,970 | $2.6M | 0.4% |
| 76 | PKGPACKAGING CORP AMER | 10,689 | $2.5M | 0.4% |
| 77 | GMGENERAL MTRS CO | 31,686 | $2.4M | 0.4% |
| 78 | LNTALLIANT ENERGY CORP | 30,337 | $2.3M | 0.4% |
| 79 | DYDYCOM INDS INC | 4,498 | $2.3M | 0.4% |
| 80 | PARRPAR PAC HOLDINGS INC | 39,398 | $2.2M | 0.4% |
| 81 | VISNVISTANCE NETWORKS INC | 166,802 | $2.1M | 0.3% |
| 82 | SOSOUTHERN CO | 20,768 | $2.0M | 0.3% |
| 83 | KGCKINROSS GOLD CORP | 80,415 | $1.9M | 0.3% |
| 84 | IVVISHARES TR | 2,260 | $1.7M | 0.3% |
| 85 | NVDANVIDIA CORPORATION | 8,456 | $1.7M | 0.3% |
| 86 | TAT&T INC | 80,750 | $1.7M | 0.3% |
| 87 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.2% |
| 88 | GPCGENUINE PARTS CO | 12,638 | $1.5M | 0.2% |
| 89 | ETRENTERGY CORP NEW | 12,934 | $1.5M | 0.2% |
| 90 | TGTTARGET CORP | 11,313 | $1.5M | 0.2% |
| 91 | SNDKSANDISK CORP | 631 | $1.4M | 0.2% |
| 92 | DUKDUKE ENERGY CORP NEW | 11,293 | $1.4M | 0.2% |
| 93 | BSMBLACK STONE MINERALS L P | 101,824 | $1.4M | 0.2% |
| 94 | VOOVANGUARD INDEX FDS | 2,053 | $1.4M | 0.2% |
| 95 | HPQHP INC | 64,049 | $1.4M | 0.2% |
| 96 | BXBLACKSTONE INC | 11,854 | $1.4M | 0.2% |
| 97 | PAYXPAYCHEX INC | 13,886 | $1.4M | 0.2% |
| 98 | DRIDARDEN RESTAURANTS INC | 6,411 | $1.3M | 0.2% |
| 99 | WDCWESTERN DIGITAL CORP | 2,049 | $1.3M | 0.2% |
| 100 | KMBKIMBERLY-CLARK CORP | 11,848 | $1.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.