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LMG Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LMG Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001965772

持仓数

154

前50大市值合计

$425.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVW ISHARES TR

S&P 500 GRWT ETF

$37.5M

331,826

8.8%

WMT WALMART INC

COM

$19.8M

159,337

4.7%

AAPL APPLE INC

COM

$16.7M

65,829

3.9%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$16.4M

75,599

3.9%

CVX CHEVRON CORPORATION

COM

$15.1M

72,858

3.5%

IWO ISHARES TR

RUS 2000 GRW ETF

$14.8M

47,263

3.5%

MSFT MICROSOFT CORP

COM

$13.3M

35,954

3.1%

AGG ISHARES TR

CORE US AGGBD ET

$12.5M

126,065

2.9%

IWP ISHARES TR

RUS MD CP GR ETF

$12.4M

96,448

2.9%

RTX RTX CORPORATION

COM

$12.0M

62,269

2.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$11.7M

17,914

2.7%

DIVI FRANKLIN TEMPLETON ETF TR

INTL COR DIV TIL

$10.8M

271,192

2.5%

— EXXON MOBIL CORP

COM

$10.4M

61,251

2.4%

CAH CARDINAL HEALTH INC

COM

$10.2M

48,286

2.4%

IVE ISHARES TR

S&P 500 VAL ETF

$10.1M

47,974

2.4%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$8.6M

59,631

2.0%

NOBL PROSHARES TR

S&P 500 DV ARIST

$8.3M

78,704

2.0%

IJJ ISHARES TR

S&P MC 400VL ETF

$8.3M

62,779

2.0%

AMZN AMAZON COM INC

COM

$7.9M

38,031

1.9%

VIOG VANGUARD ADMIRAL FDS INC

SMLCP 600 GRTH

$7.4M

59,208

1.7%

CLS CELESTICA INC

COM

$7.2M

25,437

1.7%

PRU PRUDENTIAL FINL INC

COM

$7.2M

73,303

1.7%

JNJ JOHNSON & JOHNSON

COM

$7.0M

28,660

1.6%

USB US BANCORP

COM NEW

$6.9M

131,757

1.6%

CAT CATERPILLAR INC

COM

$6.8M

9,663

1.6%

EMR EMERSON ELEC CO

COM

$6.7M

51,323

1.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.5M

13,463

1.5%

DVY ISHARES TR

SELECT DIVID ETF

$6.3M

41,653

1.5%

FDX FEDEX CORP

COM

$6.2M

17,318

1.4%

RJF RAYMOND JAMES FINL INC

COM

$5.9M

40,886

1.4%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$5.9M

66,389

1.4%

MCD MCDONALDS CORP

COM

$5.8M

18,706

1.4%

AFL AFLAC INC

COM

$5.8M

52,594

1.4%

PEP PEPSICO INC

COM

$5.5M

35,421

1.3%

TSLA TESLA INC

COM

$5.2M

14,078

1.2%

LOW LOWES COS INC

COM

$5.1M

21,791

1.2%

ABBV ABBVIE INC

COM

$5.0M

22,857

1.2%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$4.9M

40,849

1.2%

— CHUBB LTD SWITZ

COM

$4.9M

15,008

1.1%

O REALTY INCOME CORP

COM

$4.9M

79,759

1.1%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$4.7M

98,054

1.1%

STRL STERLING INFRASTRUCTURE INC

COM

$4.5M

11,115

1.1%

ALL ALLSTATE CORP

COM

$4.5M

21,786

1.1%

ADM ARCHER DANIELS MIDLAND CO

COM

$4.2M

57,715

1.0%

EEMV ISHARES INC

MSCI EMERG MRKT

$4.1M

64,089

1.0%

SYY SYSCO CORP

COM

$4.0M

56,326

0.9%

WFC WELLS FARGO & CO

COM

$3.9M

49,493

0.9%

JPM JPMORGAN CHASE & CO

COM

$3.9M

13,331

0.9%

GOOG ALPHABET INC

CAP STK CL C

$3.9M

13,449

0.9%

REGL PROSHARES TR

S&P MDCP 400 DIV

$3.7M

42,721

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

IVW8.8%WMT4.7%AAPL3.9%VBR3.9%CVX3.5%IWO3.5%