LMG Wealth Partners, LLC
•CIK: 1965772•Filing: Q4 2025
LMG Wealth Partners, LLC manages $536M across a diversified portfolio of 153 positions. The fund exhibits significant allocations to core market indices and technology leaders, notably holding IVW at $41.3M and AAPL at $17.9M. Further substantial exposure is maintained in consumer staples (WMT at $17.8M) and mega-cap technology (MSFT at $16.1M). This positioning suggests a strategy balancing broad market exposure with concentrated bets on established growth and defensive sectors.
Total AUM
$536.0M
QoQ Performance
-0.3%
Positions
129
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
IVW7.7%
AAPL3.3%
WMT3.3%
MSFT3.0%
VBR3.0%
IWO2.8%
IWP2.5%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.3%
Technology9.4%
Consumer9.3%
Financial5.8%
Industrial4.3%
Healthcare3.2%
ETF2.6%
Energy1.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑59 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023