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Portfolio (Quarterly) Guide ↗

LMG Wealth Partners, LLC

· CIK 0001965772
13F Portfolio $626M AUM 166 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 75 Added 23 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SKYW SKYWEST INC Industrials 23,700 $2.2M 0.40% SOLD
2 WLDN WILLDAN GROUP INC Industrials 22,376 $1.7M 0.31% SOLD
3 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,385 $231K 0.04% SOLD
4 ABT ABBOTT LABORATORIES Healthcare 2,074 $213K 0.04% SOLD
Sector Allocation
Technology 19.2%
Financial Services 18.0%
Industrials 15.5%
Consumer Cyclical 12.6%
Consumer Defensive 10.3%
Healthcare 9.5%
Energy 7.1%
Communication Services 3.0%
Utilities 1.8%
Basic Materials 1.5%