Institutional Fund
Lmg Wealth Partners, LLC
Shreveport, LACIK 19657725 filings on record
Portfolio Value
$548.74M
Q1 2026
Holdings
154
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.4%
from $535.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.8%
- Walmart Inc3.6%
- Apple Inc3.0%
- Vanguard Index Fds3.0%
- Chevron Corp New2.7%
- Ishares Tr2.7%
- Other78.1%
Portfolio Holdings
154 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 331.8K | $37.53M | 6.8% | −3.1K | Reduced |
| 2 | Walmart Inc | 159.3K | $19.80M | 3.6% | −315 | Reduced |
| 3 | Apple Inc | 65.8K | $16.71M | 3.0% | +101 | Added |
| 4 | Vanguard Index Fds | 75.6K | $16.42M | 3.0% | +257 | Added |
| 5 | Chevron Corp New | 72.9K | $15.07M | 2.7% | +2.4K | Added |
| 6 | Ishares Tr | 47.3K | $14.83M | 2.7% | +1.1K | Added |
| 7 | Microsoft Corp | 36.0K | $13.31M | 2.4% | +2.7K | Added |
| 8 | Ishares Tr | 126.1K | $12.51M | 2.3% | +6.4K | Added |
| 9 | Ishares Tr | 96.4K | $12.36M | 2.3% | −2.9K | Reduced |
| 10 | Rtx Corporation | 62.3K | $12.01M | 2.2% | −207 | Reduced |
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