LMG Wealth Partners, LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$548.7M
Holdings
154
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Held since at least Q1 2024
6.8%
02
$WMT
WALMART INC
Q1 2026: New position (1.9k shares)
3.6%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
04
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
05
$CHV
CHEVRON CORPORATION
Q1 2026: New position (1.1k shares)
2.7%
06
$IWO
ISHARES TR
Held since at least Q1 2024
2.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (5.9k shares)
2.4%
08
$AGG
ISHARES TR
Held since at least Q1 2024
2.3%
09
$IWP
ISHARES TR
Held since at least Q1 2024
2.3%
10
$RTX
RTX CORPORATION
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 19:13 UTC.