Holdings
LMG Wealth Partners, LLC
As of Jun 30, 2026, LMG Wealth Partners, LLC reported 113 positions worth US$366M. Largest: Apple Inc, Walmart Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 64,945 | US$18.8M | −884 | Jun 30, 2026 |
| Walmart Inc. | 159K | US$18M | −613 | Jun 30, 2026 |
| Microsoft Corp. | 35,559 | US$13.3M | −395 | Jun 30, 2026 |
| Chevron Corporation | 73,598 | US$12.2M | +740 | Jun 30, 2026 |
| Rtx Corporation | 62,720 | US$11.9M | +451 | Jun 30, 2026 |
| Cardinal Health, Inc. | 48,669 | US$11.6M | +383 | Jun 30, 2026 |
| Caterpillar, Inc. | 9,767 | US$10.4M | +104 | Jun 30, 2026 |
| Amazon.com, Inc. | 38,198 | US$9.1M | +167 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,726 | US$8.84M | −623 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 16,560 | US$8.29M | +3,097 | Jun 30, 2026 |