Notify me when LMG Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 153 | $535,980,044 | +$14,862,746 | -$29,616,155 | -$14,753,409 | IVW, AAPL, WMT, MSFT, VBR | 13F-HR | 02 Feb 2026, 10:34 |
| Q3 2025 | 151 | $537,760,994 | +$21,783,545 | -$6,193,968 | +$15,589,577 | IVW, AAPL, WMT, MSFT, VBR | 13F-HR | 12 Nov 2025, 09:34 |
| Q2 2025 | 139 | $486,695,757 | +$16,700,892 | -$7,708,002 | +$8,992,890 | IVW, WMT, MSFT, AAPL, VBR | 13F-HR | 29 Jul 2025, 17:19 |
| Q1 2025 | 128 | $448,772,015 | +$19,482,002 | -$17,448,700 | +$2,033,302 | IVW, AAPL, WMT, VBR, MSFT | 13F-HR | 02 May 2025, 14:00 |
| Q4 2024 | 129 | $458,743,216 | +$28,113,852 | -$12,477,205 | +$15,636,647 | IVW, AAPL, WMT, VBR, MSFT | 13F-HR | 03 Feb 2025, 07:58 |
| Q3 2024 | 123 | $436,734,727 | +$20,733,703 | -$13,434,274 | +$7,299,429 | IVW, AAPL, VBR, MSFT, WMT | 13F-HR | 23 Oct 2024, 08:42 |
| Q2 2024 | 122 | $401,084,879 | +$17,113,587 | -$12,654,113 | +$4,459,474 | IVW, AAPL, MSFT, VBR, WMT | 13F-HR | 01 Aug 2024, 18:52 |
| Q1 2024 | 121 | $397,042,370 | +$35,553,478 | -$19,542,254 | +$16,011,224 | IVW, VBR, MSFT, AAPL, IWO | 13F-HR | 03 May 2024, 10:11 |
| Q4 2023 | 107 | $360,164,746 | +$14,300,710 | -$7,540,472 | +$6,760,238 | IVW, VBR, AAPL, MSFT, IWO | 13F-HR | 23 Jan 2024, 11:56 |
| Q3 2023 | 104 | $328,221,587 | +$21,692,148 | -$7,355,330 | +$14,336,818 | IVW, VBR, AAPL, WMT, IWO | 13F-HR | 16 Oct 2023, 09:17 |
| Q2 2023 | 106 | $326,815,279 | +$7,283,245 | -$7,348,253 | -$65,008 | IVW, VBR, AAPL, CAH, IWO | 13F-HR | 27 Jul 2023, 13:23 |
| Q1 2023 | 104 | $309,614,841 | +$25,144,992 | -$10,510,115 | +$14,634,877 | IVW, VBR, AAPL, IWO, IWP | 13F-HR | 02 May 2023, 10:55 |
| Q4 2022 | 107 | $302,403,179 | $0 | $0 | $0 | IVW, VBR, AAPL, IWO, CAH | 13F-HR | 14 Feb 2023, 10:10 |