LMG Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$625,801
Net value change ($000)
+77,060 (14.0%)
New positions
16
Sold out positions
4
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVW 8,239 22.0%
MU 4,451 152.3%
IWO 3,881 26.2%
CAT 3,555 51.9%
MXL 3,426 NEW
W 3,209 NEW
IWP 2,608 21.1%
STRL 2,441 53.9%
AAPL 2,085 12.5%
VBR 2,069 12.6%
Top Reduces (Value $000, Stocks/ETFs)
CVX -2,874 -19.1%
SKYW -2,176 -100.0%
XOM -2,111 -20.3%
WMT -1,825 -9.2%
WLDN -1,713 -100.0%
FDX -761 -12.3%
T -726 -30.3%
PEP -531 -9.7%
VZ -456 -13.9%
MCD -323 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type