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Livermore
Livermore
ZHEN

LMG Wealth Partners, LLC

SEC CIK
0001965772
Latest filing
Aug 12, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by LMG Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
17,924
Value
$13.4M
% of portfolio
2.1%
Quarters held
15
Since Q4 2022
Holdings of SPY by LMG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,924$13.4M2.1%+10+0.1%AddedHolders
Q1 202617,914$11.7M2.1%+40.0%AddedHolders
Q4 202517,910$12.2M2.3%00.0%UnchangedHolders
Q3 202517,910$11.9M2.2%+10+0.1%AddedHolders
Q2 202517,900$11.1M2.3%+1,315+7.9%AddedHolders
Q1 202516,585$9.28M2.1%+17+0.1%AddedHolders
Q4 202416,568$9.71M2.1%00.0%UnchangedHolders
Q3 202416,568$9.51M2.2%00.0%UnchangedHolders
Q2 202416,568$9.02M2.2%+9+0.1%AddedHolders
Q1 202416,559$8.66M2.2%+14+0.1%AddedHolders
Q4 202316,545$7.86M2.2%+12+0.1%AddedHolders
Q3 202316,533$7.07M2.2%+14+0.1%AddedHolders
Q2 202316,519$7.32M2.2%00.0%UnchangedHolders
Q1 202316,519$6.76M2.2%00.0%UnchangedHolders
Q4 202216,519$6.57M2.2%–No prior filingHolders