LMG Wealth Partners, LLC ETF holdings
Shreveport, LA
Reported $246.4M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$246.4M
ETFs held
45
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
39.4%
of $625.8M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $45.8M | 332,814 | +988 shares |
| IWO | iShares Russell 2000 Growth ETF | $18.7M | 47,501 | +238 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $18.5M | 76,108 | +509 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $15.0M | 102,212 | +5,764 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $13.5M | 136,337 | +10,272 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.4M | 17,924 | +10 shares |
| DIVI | Franklin International Core Dividend Tilt Index ETF | $11.6M | 271,790 | +598 shares |
| IVE | iShares S&P 500 Value ETF | $11.4M | 50,152 | +2,178 shares |
| XMMO | Invesco S&P MidCap Momentum ETF | $10.4M | 60,963 | +1,332 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $9.3M | 164,891 | +86,187 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965772. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LMG Wealth Partners, LLC own?
LMG Wealth Partners, LLC reported 45 ETF positions worth $246.4M in its Form 13F for June 30, 2026. The largest was IVW, at $45.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.