LMG Wealth Partners, LLC holds a diversified book of 166 reported positions worth $625.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Maxlinear Inc and trimmed Apple Inc. Their largest long position is Ishares S&P 500 Growth ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
LMG Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +14.4%, a 3.0-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning LMG Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LMG Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 24 / 80 | $409.7M |
| Outlook Capital Management, LLC | 16 / 80 | $235.1M |
| Marest Capital, LLC | 10 / 80 | $151.0M |
| AdviceOne Advisory Services, LLC | 14 / 80 | $132.8M |
| Foundation Wealth Management, LLC | 16 / 80 | $125.4M |
| Ardent Capital Management, Inc. | 14 / 80 | $174.6M |
| Trust Asset Management LLC | 31 / 80 | $1.1B |
| Daniel Investment Group, Inc. | 10 / 80 | $116.8M |
Ranked by the share of each fund's own book sitting in the names it shares with LMG Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $45.8M | 332.8K | 7.3% | ▲+0.3% Added · +988 sh | |
| 2 | Apple Inc COM | $18.8M | 64.9K | 3.0% | ▼−1.3% Reduced · −884 sh | |
| 3 | Ishares TR RUS 2000 GRW ETF | $18.7M | 47.5K | 3.0% | ▲+0.5% Added · +238 sh | |
| 4 | Vanguard Index FDS SM CP VAL ETF | $18.5M | 76.1K | 3.0% | ▲+0.7% Added · +509 sh | |
| 5 | Walmart Inc COM | $18.0M | 158.7K | 2.9% | ▼−0.4% Reduced · −613 sh | |
| 6 | Ishares TR RUS MD CP GR ETF | $15.0M | 102.2K | 2.4% | ▲+6.0% Added · +6K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $13.5M | 136.3K | 2.2% | ▲+8.1% Added · +10K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $13.4M | 17.9K | 2.1% | ▲+0.1% Added · +10 sh | |
| 9 | Microsoft Corp COM | $13.3M | 35.6K | 2.1% | ▼−1.1% Reduced · −395 sh | |
| 10 | Chevron Corporation COM | $12.2M | 73.6K | 1.9% | ▲+1.0% Added · +740 sh | |
| 11 | RTX Corporation COM | $11.9M | 62.7K | 1.9% | ▲+0.7% Added · +451 sh | |
| 12 | Franklin Templeton ETF TR INTL COR DIV TIL | $11.6M | 271.8K | 1.9% | ▲+0.2% Added · +598 sh | |
| 13 | Cardinal Health Inc COM | $11.6M | 48.7K | 1.8% | ▲+0.8% Added · +383 sh | |
| 14 | Ishares TR S&P 500 VAL ETF | $11.4M | 50.2K | 1.8% | ▲+4.5% Added · +2K sh | |
| 15 | Caterpillar Inc COM | $10.4M | 9.8K | 1.7% | ▲+1.1% Added · +104 sh | |
| 16 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $10.4M | 61.0K | 1.7% | ▲+2.2% Added · +1K sh | |
| 17 | Proshares TR S&P 500 DV ARIST | $9.3M | 164.9K | 1.5% | ▲+110% Added · +86K sh | |
| 18 | Amazon Com Inc COM | $9.1M | 38.2K | 1.5% | ▲+0.4% Added · +167 sh | |
| 19 | Ishares TR S&P MC 400VL ETF | $9.0M | 61.2K | 1.4% | ▼−2.5% Reduced · −2K sh | |
| 20 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $8.9M | 58.3K | 1.4% | ▼−1.6% Reduced · −943 sh | |
| 21 | Exxon Mobil Corp COM | $8.3M | 60.6K | 1.3% | ▼−1.1% Reduced · −682 sh | |
| 22 | US Bancorp COM NEW | $8.2M | 135.6K | 1.3% | ▲+2.9% Added · +4K sh | |
| 23 | Prudential Finl Inc COM | $8.0M | 74.4K | 1.3% | ▲+1.5% Added · +1K sh | |
| 24 | Emerson Elec Co COM | $7.5M | 52.3K | 1.2% | ▲+1.9% Added · +950 sh | |
| 25 | Micron Technology Inc COM | $7.4M | 6.4K | 1.2% | ▼−26% Reduced · −2K sh | |
| 26 | Ishares TR SELECT DIVID ETF | $7.3M | 46.7K | 1.2% | ▲+12% Added · +5K sh | |
| 27 | Johnson & Johnson COM | $7.3M | 28.7K | 1.2% | ▲+0.1% Added · +24 sh | |
| 28 | Celestica Inc COM | $7.1M | 19.4K | 1.1% | ▼−24% Reduced · −6K sh | |
| 29 | Tesla Inc COM | $7.0M | 16.6K | 1.1% | ▲+18% Added · +3K sh | |
| 30 | Sterling Infrastructure Inc COM | $7.0M | 8.3K | 1.1% | ▼−25% Reduced · −3K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.6K | 1.1% | ▲+0.8% Added · +104 sh | |
| 32 | Vanguard Index FDS REAL ESTATE ETF | $6.7M | 69.9K | 1.1% | ▲+5.3% Added · +3K sh | |
| 33 | Aflac Inc COM | $6.4M | 54.8K | 1.0% | ▲+4.1% Added · +2K sh | |
| 34 | Raymond James Finl Inc COM | $6.2M | 40.9K | 1.0% | ▲+0.1% Added · +22 sh | |
| 35 | Abbvie Inc COM | $6.1M | 24.1K | 1.0% | ▲+5.3% Added · +1K sh | |
| 36 | Vanguard World FD FINANCIALS ETF | $5.7M | 43.6K | 0.9% | ▲+6.8% Added · +3K sh | |
| 37 | McDonalds Corp COM | $5.5M | 20.3K | 0.9% | ▲+8.6% Added · +2K sh | |
| 38 | Fedex Corp COM | $5.4M | 17.3K | 0.9% | ▼−0.3% Reduced · −52 sh | |
| 39 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.4M | 111.2K | 0.9% | ▲+13% Added · +13K sh | |
| 40 | Chubb Limited COM | $5.3M | 15.7K | 0.9% | ▲+4.6% Added · +687 sh | |
| 41 | Realty Income Corp COM | $5.3M | 85.2K | 0.8% | ▲+6.8% Added · +5K sh | |
| 42 | Lowes Cos Inc COM | $5.2M | 23.7K | 0.8% | ▲+8.8% Added · +2K sh | |
| 43 | Sysco Corp COM | $5.0M | 60.1K | 0.8% | ▲+6.7% Added · +4K sh | |
| 44 | Allstate Corp COM | $5.0M | 20.9K | 0.8% | ▼−4.1% Reduced · −892 sh | |
| 45 | Pepsico Inc COM | $5.0M | 36.7K | 0.8% | ▲+3.6% Added · +1K sh | |
| 46 | Alphabet Inc CAP STK CL C | $4.9M | 14.0K | 0.8% | ▲+3.8% Added · +513 sh | |
| 47 | Ishares Inc MSCI EMERG MRKT | $4.6M | 61.7K | 0.7% | ▼−3.8% Reduced · −2K sh | |
| 48 | Cisco Sys Inc COM | $4.5M | 38.2K | 0.7% | ▼−1.2% Reduced · −463 sh | |
| 49 | Archer Daniels Midland Co COM | $4.5M | 58.5K | 0.7% | ▲+1.4% Added · +825 sh | |
| 50 | Automatic Data Processing In COM | $4.4M | 19.8K | 0.7% | ▲+11% Added · +2K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.