Lumature Wealth Partners, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001843558 · ALPHARETTA, GA

As of Jun 30, 2023, Lumature Wealth Partners, LLC reported 384 positions worth 64.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
BROADSTONE NET LEASE INC	BNL	Real Estate	760,650	1.7M	7.14%
ISHARES CORE S&P 500 ETF	IVV	—	20,723	$9.2M	5.62%
VANGUARD GROWTH INDEX FUND	VUG	—	29,503	$8.3M	5.08%
VANGUARD VALUE INDEX FUND	VTV	—	46,398	$6.6M	4.01%
ISHARES CORE MSCI EAFE ETF	IEFA	—	84,590	$5.7M	3.47%
APPLE INC	AAPL	Technology	26,417	$5.1M	3.12%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF	XLK	—	28,401	$4.9M	3.00%
BLUE OWL CAPITAL CORP	OBDC	Financial Services	304,016	$4.1M	2.48%
SS CONSUMER STAPLES SEL SECT	XLP	—	47,067	$3.5M	2.12%
VICTORY PORTFOLIOS II	CFO	—	47,016	$2.9M	1.76%
VICTORY PORTFOLIOS II	—	—	49,424	$2.8M	1.73%
MICROSOFT CORP	MSFT	Technology	7,831	$2.7M	1.62%
VANGUARD MID-CAP GROWTH ETF	VOT	—	12,595	$2.6M	1.58%
VANGUARD MID-CAP VALUE INDEX FUND	VOE	—	18,037	$2.5M	1.52%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	44,765	$2.2M	1.34%
COCA COLA CO	KO	Consumer Defensive	36,606	$2.2M	1.34%
ALPHABET INC	GOOGL	Equity	18,277	$2.2M	1.33%
AMAZON.COM INC	AMZN	Equity	15,500	$2.0M	1.23%
WALMART INC	WMT	Consumer Defensive	11,311	.8M	1.08%
PROCTER & GAMBLE CO	PG	Consumer Defensive	11,189	.7M	1.03%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	4,888	.7M	1.01%
HOME DEPOT INC	HD	Consumer Cyclical	5,304	.6M	1.00%
S&P GLOBAL INC	SPGI	Financial Services	4,072	.6M	0.99%
ORACLE CORP	ORCL	Technology	13,646	.6M	0.99%
ISHARES S&P SMALL-CAP 600 GROWTH ETF	IJT	—	13,983	.6M	0.98%