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Home > Institutional Investor > Lmg Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Lmg Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 332,814 $45,771,934 7.31%
2.
Apple Inc.
 AAPL 64,945 $18,792,389 3%
3.
Ishares Trust
 IEF 47,501 $18,713,494 2.99%
4.
Vanguard Index Fds - SM CP VAL ETF
 76,108 $18,493,483 2.96%
5.
Walmart Inc.
 WMT 158,724 $17,977,029 2.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.