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Home > Institutional Investor > Lmg Wealth Partners, Llc > Profile

Instuitional Investor - Lmg Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lmg Wealth Partners, Llc
Portfolio Value $548,740,951
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 331,826 $37,532,833 6.84%
2.
Walmart Inc.
 WMT 159,337 $19,802,397 3.61%
3.
Apple Inc.
 AAPL 65,829 $16,706,794 3.04%
4.
Vanguard Index Fds - SM CP VAL ETF
 75,599 $16,423,883 2.99%
5.
Chevron Corp
 CVX 72,858 $15,074,275 2.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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