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| CMG Global Holdings LLC
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|---|---|
| CRD # | 307513 |
| SEC # | 801-118163 |
| CIK # | 0001839445 |
| AUM | 379.4 M (2026-02-18) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 469-729-7084 |
| Address | 2500 Dallas Parkway, Suite 400 Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Boeing Co | 11.2 | ||
| Apple Inc | 8.9 | ||
| General Electric Co | 6.8 | ||
| Cisco Systems Inc | 5.8 | ||
| SPDR Gold Trust | 4.9 | ||
| Amazon Com Inc | 4.9 | ||
| GE Vernova Inc | 4.5 | ||
| United Parcel Service Inc | 3.2 | ||
| Lilly Eli & Co | 2.9 | ||
| Social Capital Hedosophia Holdings Corp V | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 58.9 |
| (b) Individuals (high net worth individuals) | 122 | 309.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.2 |
| (h) Charitable organizations | 5 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 379.4 |
| By Discretionary | ||
| Discretionary | 591 | 350.3 |
| Non-Discretionary | 83 | 29.1 |
| Total | 674 | 379.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.4 | |
| Total | 674 | 379.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839445] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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