Sign In
test

Vickie Chrisman

Lmg Wealth Partners, Llc

Assets Managed
$548.741M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
2.39%(2Q avg: 1.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmg Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Lmg Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 548.741M in assets, with a quarterly growth rate of 2.39% and a 2-quarter average growth rate of 1.03%. The portfolio is managed by Vickie Chrisman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.93%
6.84%
$37.533M
331,826 shares@ $113.11 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.19%
3.61%
$19.802M
159,337 shares@ $124.28 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.16%
3.05%
$16.707M
65,829 shares@ $253.8 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.35%
3%
$16.424M
75,599 shares@ $217.26 avg price
CVX
Chevron Corp
Recent Activity
Increased 3.46%
2.75%
$15.074M
72,858 shares@ $206.9 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Increased 2.43%
2.71%
$14.832M
47,263 shares@ $313.81 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.24%
2.43%
$13.309M
35,954 shares@ $370.18 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.31%
2.29%
$12.514M
126,065 shares@ $99.28 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -2.96%
2.26%
$12.357M
96,448 shares@ $128.13 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.33%
2.19%
$12.012M
62,269 shares@ $192.9 avg price

1-10 of 154