LGM Risk Managed Total Return Fund

LGM Risk Managed Total Return Fund is a registered fund series of Northern Lights Fund Trust IV (series S000054990). Net assets $13.1M as of 2026-05-31.

Profile

Series ID: S000054990
Registrant: Northern Lights Fund Trust IV
LEI: 549300N2LKIUKPGU2W67
Net assets: $13.1M
Total assets: $13.2M
As of: 2026-05-31
Type: Fund of funds

Advisers

LGM Capital Management, LLC (Advisor)

Top holdings (5 reported)

Holding	Ticker	Value	% of fund
ARGENT FINANCIAL BANK	FIGXX	$8.0M	6141.47%
INVESCO QQQ TRUST, SERIES 1	—	$3.0M	2259.52%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	—	$1.0M	781.60%
VANGUARD BOND INDEX FUNDS	—	$735K	562.04%
SELECT SECTOR SPDR TRUST (THE)	—	$387K	295.98%

Net asset history

Report date	Net assets
2026-05-31	$13.1M
2026-02-28	$14.6M
2025-11-30	$14.8M
2025-08-31	$15.1M
2025-05-31	$14.9M
2025-02-28	$15.1M
2024-11-30	$15.8M
2024-08-31	$14.6M

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