0001398344-22-021859.txt : 20221110 0001398344-22-021859.hdr.sgml : 20221110 20221110165240 ACCESSION NUMBER: 0001398344-22-021859 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lumature Wealth Partners, LLC CENTRAL INDEX KEY: 0001843558 IRS NUMBER: 850937890 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20611 FILM NUMBER: 221378178 BUSINESS ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 BUSINESS PHONE: 678-680-6500 MAIL ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001843558 XXXXXXXX 09-30-2022 09-30-2022 false Lumature Wealth Partners, LLC

2325 LAKEVIEW PARKWAY STE. 175 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-20611 N A. Ross Ramsey 678-680-6500 /s/ A. 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81369Y100 155 2285 SH SOLE 0 0 2285 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 990 8178 SH SOLE 0 0 8178 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3533 52950 SH SOLE 0 0 52950 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 762 5346 SH SOLE 0 0 5346 SELECT SECTOR SPDR TR ENERGY 81369Y506 620 8607 SH SOLE 0 0 8607 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 625 20592 SH SOLE 0 0 20592 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 495 5977 SH SOLE 0 0 5977 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4464 37581 SH SOLE 0 0 37581 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 13 267 SH SOLE 0 0 267 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 205 3131 SH SOLE 0 0 3131 SERVICENOW INC COM 81762P102 3 8 SH SOLE 0 0 8 SHARECARE INC COM CL A 81948W104 2 1000 SH SOLE 0 0 1000 SHERWIN WILLIAMS CO COM 824348106 262 1282 SH SOLE 0 0 1282 SHOPIFY INC CL A 82509L107 1 46 SH SOLE 0 0 46 SMITH A O CORP COM 831865209 211 4349 SH SOLE 0 0 4349 SMUCKER J M CO COM NEW 832696405 0 1 SH SOLE 0 0 1 SNAP ON INC COM 833034101 70 349 SH SOLE 0 0 349 SONY GROUP CORPORATION SPONSORED ADR 835699307 5 73 SH SOLE 0 0 73 SOUTHERN CO COM 842587107 499 7343 SH SOLE 0 0 7343 SOUTHSTATE CORPORATION COM 840441109 58 737 SH SOLE 0 0 737 SPDR GOLD TR GOLD SHS 78463V107 840 5432 SH SOLE 0 0 5432 SPDR S&P 500 ETF TR TR UNIT 78462F103 191 535 SH SOLE 0 0 535 SPDR SER TR PORTFLI TIPS ETF 78464A656 13 500 SH SOLE 0 0 500 SPDR SER TR BLOOMBERG HIGH Y 78468R622 43 488 SH SOLE 0 0 488 SPDR SER TR NUVEEN BLMBRG SH 78468R739 333 7216 SH SOLE 0 0 7216 STANLEY BLACK & DECKER INC COM 854502101 159 2120 SH SOLE 0 0 2120 STARBUCKS CORP COM 855244109 1415 16798 SH SOLE 0 0 16798 STERIS PLC SHS USD G8473T100 434 2609 SH SOLE 0 0 2609 STRYKER CORPORATION COM 863667101 79 391 SH SOLE 0 0 391 SWITCH INC CL A 87105L104 168 5000 SH SOLE 0 0 5000 SYNCHRONY FINANCIAL COM 87165B103 5 166 SH SOLE 0 0 166 SYNOVUS FINL CORP COM NEW 87161C501 4 105 SH SOLE 0 0 105 SYSCO CORP COM 871829107 226 3200 SH SOLE 0 0 3200 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 22 324 SH SOLE 0 0 324 TARGET CORP COM 87612E106 184 1243 SH SOLE 0 0 1243 TE CONNECTIVITY LTD SHS H84989104 0 2 SH SOLE 0 0 2 TELADOC HEALTH INC COM 87918A105 5 200 SH SOLE 0 0 200 TESLA INC COM 88160R101 6 24 SH SOLE 0 0 24 THE TRADE DESK INC COM CL A 88339J105 60 1000 SH SOLE 0 0 1000 TJX COS INC NEW COM 872540109 469 7546 SH SOLE 0 0 7546 T-MOBILE US INC COM 872590104 1 10 SH SOLE 0 0 10 TOTALENERGIES SE SPONSORED ADS 89151E109 7 160 SH SOLE 0 0 160 TOYOTA MOTOR CORP ADS 892331307 26 202 SH SOLE 0 0 202 TRACTOR SUPPLY CO COM 892356106 112 603 SH SOLE 0 0 603 TRANE TECHNOLOGIES PLC SHS G8994E103 442 3050 SH SOLE 0 0 3050 TRANSOCEAN LTD REG SHS H8817H100 0 90 SH SOLE 0 0 90 TRUIST FINL CORP COM 89832Q109 524 12025 SH SOLE 0 0 12025 ULTA BEAUTY INC COM 90384S303 32 81 SH SOLE 0 0 81 UNION PAC CORP COM 907818108 125 641 SH SOLE 0 0 641 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 28 836 SH SOLE 0 0 836 UNITED PARCEL SERVICE INC CL B 911312106 843 5221 SH SOLE 0 0 5221 UNITED RENTALS INC COM 911363109 12 44 SH SOLE 0 0 44 UNITEDHEALTH GROUP INC COM 91324P102 447 884 SH SOLE 0 0 884 V F CORP COM 918204108 156 5206 SH SOLE 0 0 5206 VAIL RESORTS INC COM 91879Q109 22 100 SH SOLE 0 0 100 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 58 820 SH SOLE 0 0 820 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2043 16778 SH SOLE 0 0 16778 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1975 11582 SH SOLE 0 0 11582 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 231 2886 SH SOLE 0 0 2886 VANGUARD INDEX FDS SML CP GRW ETF 922908595 188 963 SH SOLE 0 0 963 VANGUARD INDEX FDS SM CP VAL ETF 922908611 214 1489 SH SOLE 0 0 1489 VANGUARD INDEX FDS GROWTH ETF 922908736 5629 26308 SH SOLE 0 0 26308 VANGUARD INDEX FDS VALUE ETF 922908744 5729 46395 SH SOLE 0 0 46395 VANGUARD INDEX FDS TOTAL STK MKT 922908769 261 1452 SH SOLE 0 0 1452 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 48 1264 SH SOLE 0 0 1264 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11096 230630 SH SOLE 0 0 230630 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 330 6860 SH SOLE 0 0 6860 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 96 1288 SH SOLE 0 0 1288 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 109 1439 SH SOLE 0 0 1439 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 73 2021 SH SOLE 0 0 2021 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2 8 SH SOLE 0 0 8 VANGUARD WORLD FDS INF TECH ETF 92204A702 3 11 SH SOLE 0 0 11 VANGUARD WORLD FDS MATERIALS ETF 92204A801 12 83 SH SOLE 0 0 83 VERISK ANALYTICS INC COM 92345Y106 6 36 SH SOLE 0 0 36 VERIZON COMMUNICATIONS INC COM 92343V104 292 7695 SH SOLE 0 0 7695 VIATRIS INC COM 92556V106 7 825 SH SOLE 0 0 825 VICTORY PORTFOLIOS II VCSHS US DISCVRY 92647N774 1953 35935 SH SOLE 0 0 35935 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 6155 95942 SH SOLE 0 0 95942 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 5628 94819 SH SOLE 0 0 94819 VISA INC COM CL A 92826C839 420 2365 SH SOLE 0 0 2365 VULCAN MATLS CO COM 929160109 435 2756 SH SOLE 0 0 2756 WABTEC COM 929740108 1 12 SH SOLE 0 0 12 WALGREENS BOOTS ALLIANCE INC COM 931427108 215 6844 SH SOLE 0 0 6844 WALMART INC COM 931142103 1532 11816 SH SOLE 0 0 11816 WARNER BROS DISCOVERY INC COM SER A 934423104 31 2683 SH SOLE 0 0 2683 WATSCO INC COM 942622200 55 212 SH SOLE 0 0 212 WEC ENERGY GROUP INC COM 92939U106 25 278 SH SOLE 0 0 278 WELLS FARGO CO NEW COM 949746101 70 1749 SH SOLE 0 0 1749 WEST PHARMACEUTICAL SVSC INC COM 955306105 193 783 SH SOLE 0 0 783 WISDOMTREE TR US LARGECAP DIVD 97717W307 44 798 SH SOLE 0 0 798 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 126 2513 SH SOLE 0 0 2513 WISDOMTREE TR ENHNCD CMMDTY ST 97717Y683 41 1900 SH SOLE 0 0 1900 WORKHORSE GROUP INC COM NEW 98138J206 0 60 SH SOLE 0 0 60 WP CAREY INC COM 92936U109 503 7200 SH SOLE 0 0 7200 XCEL ENERGY INC COM 98389B100 26 412 SH SOLE 0 0 412 ZENDESK INC COM 98936J101 15 200 SH SOLE 0 0 200