LMG Wealth Partners, LLC
Filing Date
Global Rank
#2,868
/ 8,232
▲ 237
Top Industry
Oil & Gas Integrated
7.6%
3Y Alpha vs SPY
-3.4%
Period ended 3 months ago
Filed Apr 17, 2026 · 59d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.4%
SPY
+74.2%
Annualised alpha
-3.5%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
114 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.7%
+0.4 pts
Top 5
22.1%
−0.4 pts
Top 10
35.8%
−0.2 pts
HHI
214
Diversified−3
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 16.4% | $57,054,796 |
| Financial Services | 15.5% | $53,725,334 |
| Industrials | 14.2% | $49,456,798 |
| Consumer Defensive | 11.4% | $39,424,459 |
| Consumer Cyclical | 11.3% | $39,217,148 |
| Healthcare | 9.2% | $32,040,614 |
| Energy | 9.0% | $31,362,470 |
| Communication Services | 4.2% | $14,593,076 |
| Unclassified | 3.7% | $12,954,048 |
| Utilities | 2.3% | $7,913,359 |
| Real Estate | 1.5% | $5,134,454 |
| Basic Materials | 1.3% | $4,439,939 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HPQ | Hp Inc | +22,230 | 62,694 | $1,204,351 | |
| GM | General Motors Co | +21,813 | 25,312 | $1,885,744 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +6,100 | 26,197 | $785,648 | |
| BMY | Bristol Myers Squibb Co | +5,866 | 52,972 | $3,212,751 | |
| VISN | Vistance Networks, Inc. | +5,565 | 94,825 | $1,725,815 | |
| VZ | Verizon Communications Inc | +5,498 | 65,193 | $3,272,688 | |
| PARR | Par Pacific Holdings, Inc. | +5,244 | 26,866 | $1,682,886 | |
| PEP | Pepsico Inc | +4,287 | 35,421 | $5,500,527 | |
| USB | US Bancorp De | +4,201 | 131,757 | $6,852,681 | |
| PRU | Prudential Financial Inc | +3,673 | 73,303 | $7,160,970 | |
| MFC | Manulife Financial Corp | +3,604 | 66,530 | $2,291,293 | |
| SLVM | Sylvamo Corp | +3,498 | 12,133 | $512,497 | |
| O | Realty Income Corp | +3,449 | 79,759 | $4,879,655 | |
| KGC | Kinross Gold Corp | +2,916 | 64,762 | $1,976,536 | |
| TGT | Target Corp | +2,761 | 11,064 | $1,340,956 | |
| MSFT | Microsoft Corp | +2,736 | 35,954 | $13,309,092 | |
| CVX | Chevron Corp | +2,436 | 72,858 | $15,074,320 | |
| ADM | Archer-Daniels-Midland Co | +2,389 | 57,715 | $4,195,303 | |
| WLDN | Willdan Group, Inc. | +2,350 | 22,376 | $1,713,106 | |
| KMB | Kimberly Clark Corp | +2,049 | 11,018 | $1,062,906 | |
| CCAP | Crescent Capital BDC, Inc. | +2,048 | 13,548 | $164,608 | |
| PAYX | Paychex Inc | +1,912 | 13,288 | $1,224,090 | |
| WFC | Wells Fargo & Company/Mn | +1,902 | 49,493 | $3,940,137 | |
| SYY | Sysco Corp | +1,871 | 56,326 | $4,017,733 | |
| GPC | Genuine Parts Co | +1,808 | 11,406 | $1,206,184 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLS | Celestica Inc | −661 | 25,437 | $7,165,094 | |
| XOM | Exxon Mobil Corp | −458 | 61,251 | $10,391,844 | |
| CAH | Cardinal Health Inc | −391 | 48,286 | $10,203,314 | |
| PFE | Pfizer Inc | −368 | 17,567 | $493,281 | |
| WMT | Walmart Inc. | −315 | 159,337 | $19,802,402 | |
| ABT | Abbott Laboratories | −281 | 2,074 | $212,937 | |
| BAC | Bank Of America Corp /De/ | −240 | 11,499 | $560,576 | |
| RTX | RTX Corp | −207 | 62,269 | $12,011,690 | |
| ETN | Eaton Corp plc | −182 | 6,829 | $2,442,528 | |
| STRL | Sterling Infrastructure, Inc. | −58 | 11,115 | $4,526,806 | |
| CAT | Caterpillar Inc | −40 | 9,663 | $6,845,848 | |
| MU | Micron Technology Inc | −22 | 8,652 | $2,922,991 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
114 positions ·
$347,316,495 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 114 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| STLA |
Stellantis N.V.
Consumer Cyclical
|
Held | 12,150 | $86,143 | 0.02% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 10,000 | $131,200 | 0.04% | |
| NTLA |
Intellia Therapeutics, Inc.
Healthcare
|
Added | 11,998 | $153,814 | 0.04% | |
| CCAP |
Crescent Capital BDC, Inc.
Financial Services
|
Added | 13,548 | $164,608 | 0.05% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 15,387 | $177,565 | 0.05% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,074 | $212,937 | 0.06% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,315 | $217,422 | 0.06% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Added | 4,385 | $231,352 | 0.07% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 1,501 | $239,709 | 0.07% | |
| DE |
Deere & Co
Industrials
|
Added | 431 | $242,782 | 0.07% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,264 | $245,392 | 0.07% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 1,366 | $254,799 | 0.07% | |
| BA |
Boeing Co
Industrials
|
Added | 1,302 | $259,137 | 0.07% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 3,364 | $264,612 | 0.08% | |
| RSG |
Republic Services, Inc.
Industrials
|
Held | 1,217 | $266,547 | 0.08% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Held | 3,400 | $269,110 | 0.08% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 315 | $274,963 | 0.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 497 | $286,858 | 0.08% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 860 | $295,169 | 0.08% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 3,219 | $298,980 | 0.09% | |
| CSX |
Csx Corp
Industrials
|
Held | 7,613 | $312,513 | 0.09% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 100 | $337,778 | 0.10% | |
| CMI |
Cummins Inc
Industrials
|
Held | 628 | $337,876 | 0.10% | |
| WM |
Waste Management Inc
Industrials
|
Added | 1,551 | $356,404 | 0.10% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 631 | $400,899 | 0.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,611 | $435,920 | 0.13% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 4,858 | $477,930 | 0.14% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 17,567 | $493,281 | 0.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,619 | $501,096 | 0.14% | |
| SLVM |
Sylvamo Corp
Basic Materials
|
Added | 12,133 | $512,497 | 0.15% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 4,096 | $536,903 | 0.15% | |
| WDC |
Western Digital Corp
Technology
|
Held | 2,045 | $553,152 | 0.16% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 11,499 | $560,576 | 0.16% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 689 | $596,233 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 4,222 | $609,825 | 0.18% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 2,957 | $722,040 | 0.21% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Added | 2,676 | $736,381 | 0.21% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 26,197 | $785,648 | 0.23% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 8,754 | $791,274 | 0.23% | |
| EAT |
Brinker International, Inc
Consumer Cyclical
|
Added | 5,584 | $797,227 | 0.23% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 3,464 | $839,638 | 0.24% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 11,018 | $1,062,906 | 0.31% | |
| DY |
Dycom Industries Inc
Industrials
|
NEW | 3,391 | $1,148,938 | 0.33% | |
| ET |
Energy Transfer LP
Energy
|
Held | 60,131 | $1,160,528 | 0.33% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 6,085 | $1,192,903 | 0.34% | |
| HPQ |
Hp Inc
Technology
|
Added | 62,694 | $1,204,351 | 0.35% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 11,406 | $1,206,184 | 0.35% | |
| PAYX |
Paychex Inc
Technology
|
Added | 13,288 | $1,224,090 | 0.35% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 11,162 | $1,283,518 | 0.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,669 | $1,337,473 | 0.39% |