Long-term investor
Lmg Wealth Partners, LLC @lmgwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965772).
Record
- Tracked since 2025-06-30 (449 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.8% · 1 year n/a · all +4.7%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 7.3% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 464287648 · 3.0% · long · since 2025-06-30
- 922908611 · 3.0% · long · since 2025-06-30
- WMT · 2.9% · long · since 2025-06-30
- 464287481 · 2.4% · long · since 2025-06-30
- 464287226 · 2.2% · long · since 2025-06-30
- 78462F103 · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- CVX · 1.9% · long · since 2025-06-30
- RTX · 1.9% · long · since 2025-06-30
- 35473P108 · 1.9% · long · since 2025-06-30