LMG Wealth Partners
LMG Wealth Partners reported 166 stocks worth $626M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IVW (7.3%), AAPL (3.0%) and IWO (3.0%). Compared with Q1 2026, the fund opened new positions in MXL, W and BRK.A, added to IVW, IWO and VBR, trimmed AAPL, WMT and MSFT and sold out of SKYW, WLDN and GBTC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $45.8M | 7.3% | 333K | +988 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $18.8M | 3.0% | 65K | −884 (−1%) | 8 of 8 | |
| 3 |  IWO Ishares TR | $18.7M | 3.0% | 48K | +238 (+1%) | 8 of 8 | |
| 4 |  VBR Vanguard Index Fds | $18.5M | 3.0% | 76K | +509 (+1%) | 8 of 8 | |
| 5 |  WMT Walmart Inc | $18M | 2.9% | 159K | −613 (−0%) | 8 of 8 | |
| 6 |  IWP Ishares TR | $15M | 2.4% | 102K | +5,764 (+6%) | 8 of 8 | |
| 7 |  AGG Ishares TR | $13.5M | 2.2% | 136K | +10K (+8%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $13.4M | 2.1% | 18K | No change | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $13.3M | 2.1% | 36K | −395 (−1%) | 8 of 8 | |
| 10 |  CVX Chevron Corp New | $12.2M | 1.9% | 74K | +740 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LMG Wealth Partners 13F FAQ
What does LMG Wealth Partners own?
LMG Wealth Partners reported 166 stocks worth $626M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IVW (7.3%), AAPL (3.0%) and IWO (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did LMG Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 85 added to, 29 trimmed and 4 sold out. New positions include MXL, W and BRK.A. It sold all of SKYW, WLDN and GBTC.
When will LMG Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LMG Wealth Partners's portfolio worth?
The Q2 2026 filing reports $626M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.