LMG Wealth Partners, LLC - Portfolio overview

LMG Wealth Partners, LLC has 166 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 6.67%
2. WMT - WALMART INC, 3.52%
3. AAPL - APPLE INC, 2.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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