LMG Wealth Partners, LLC
Filing Date
Global Rank
#3,181
/ 8,586
▲ 140
Top Industry
Oil & Gas Integrated
7.6%
3Y Alpha vs SPY
-4.2%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
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
+60.6%
SPY
+78.1%
Annualised alpha
-4.1%
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
17 positions ·
$57,054,796 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 10,000 | $131,200 | 0.23% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,264 | $245,392 | 0.43% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 631 | $400,899 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,619 | $501,096 | 0.88% | |
| WDC |
Western Digital Corp
Technology
|
Held | 2,045 | $553,152 | 0.97% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 3,464 | $839,638 | 1.47% | |
| HPQ |
Hp Inc
Technology
|
Added | 62,694 | $1,204,351 | 2.11% | |
| PAYX |
Paychex Inc
Technology
|
Added | 13,288 | $1,224,090 | 2.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,669 | $1,337,473 | 2.34% | |
| VISN |
Vistance Networks, Inc.
Technology
|
Added | 94,825 | $1,725,815 | 3.02% | |
| OKTA |
Okta, Inc.
Technology
|
Added | 27,385 | $2,155,473 | 3.78% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 8,652 | $2,922,991 | 5.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 38,689 | $3,001,879 | 5.26% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 17,868 | $3,630,420 | 6.36% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 25,437 | $7,165,094 | 12.56% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 35,954 | $13,309,092 | 23.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 65,829 | $16,706,741 | 29.28% |