LMG Wealth Partners
Latest statistics and disclosures from LMG Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, AAPL, WMT, MSFT, VBR, and represent 20.47% of LMG Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IWS, VTI, IJS, IWN, WLDN, KGC, VGT, CVX, UNH, BRK.B.
- Started 14 new stock positions in UNH, VHT, IWS, TJX, VTI, KGC, WDC, GM, VYM, VGT. IJS, WRBY, PSX, WLDN.
- Reduced shares in these 10 stocks: PEP, , CLS, APP, ETR, BSM, STRL, SO, AGG, CLF.
- Sold out of its positions in CLF, ITRN.
- LMG Wealth Partners was a net buyer of stock by $16M.
- LMG Wealth Partners has $538M in assets under management (AUM), dropping by 10.49%.
- Central Index Key (CIK): 0001965772
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Portfolio Holdings for LMG Wealth Partners
LMG Wealth Partners holds 151 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.5 | $40M | 334k | 120.72 |
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| Apple (AAPL) | 3.5 | $19M | 73k | 254.63 |
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| Wal-Mart Stores (WMT) | 3.3 | $18M | 173k | 103.06 |
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| Microsoft Corporation (MSFT) | 3.3 | $18M | 34k | 517.95 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.9 | $16M | 76k | 208.71 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.7 | $15M | 45k | 320.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.6 | $14M | 99k | 142.41 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $12M | 119k | 100.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $12M | 18k | 666.19 |
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| Chevron Corporation (CVX) | 2.2 | $12M | +5% | 77k | 155.29 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $11M | 67k | 167.33 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.8 | $9.4M | 253k | 37.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $9.3M | 45k | 206.51 |
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| Cardinal Health (CAH) | 1.7 | $9.2M | 58k | 156.96 |
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| Amazon (AMZN) | 1.6 | $8.8M | 40k | 219.57 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.5 | $8.2M | 61k | 135.23 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 1.5 | $7.9M | 65k | 121.76 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.4 | $7.7M | 59k | 129.72 |
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| Prudential Financial (PRU) | 1.4 | $7.7M | 74k | 103.74 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.4 | $7.5M | +2% | 73k | 103.07 |
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| Emerson Electric (EMR) | 1.3 | $7.2M | 55k | 131.18 |
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| Raymond James Financial (RJF) | 1.3 | $7.0M | 40k | 172.60 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $7.0M | 62k | 112.75 |
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| Celestica (CLS) | 1.3 | $6.9M | -8% | 28k | 246.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.7M | +7% | 13k | 502.74 |
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| AFLAC Incorporated (AFL) | 1.2 | $6.4M | 58k | 111.70 |
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| Us Bancorp Del Com New (USB) | 1.2 | $6.4M | 132k | 48.33 |
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| Lowe's Companies (LOW) | 1.1 | $6.1M | 24k | 251.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $5.9M | 65k | 91.42 |
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| McDonald's Corporation (MCD) | 1.1 | $5.8M | 19k | 303.89 |
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| Tesla Motors (TSLA) | 1.0 | $5.6M | 13k | 444.72 |
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| Automatic Data Processing (ADP) | 1.0 | $5.4M | 19k | 293.50 |
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| Ishares Tr Select Divid Etf (DVY) | 1.0 | $5.4M | 38k | 142.10 |
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| Vanguard World Financials Etf (VFH) | 1.0 | $5.3M | 41k | 131.24 |
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| Johnson & Johnson (JNJ) | 1.0 | $5.3M | 29k | 185.42 |
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| Pepsi (PEP) | 1.0 | $5.2M | -28% | 37k | 140.44 |
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| Applovin Corp Com Cl A (APP) | 1.0 | $5.1M | -10% | 7.1k | 718.54 |
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| Abbvie (ABBV) | 0.9 | $5.0M | 22k | 231.54 |
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| Caterpillar (CAT) | 0.9 | $4.9M | 10k | 477.13 |
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| Realty Income (O) | 0.9 | $4.9M | 80k | 60.79 |
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| SYSCO Corporation (SYY) | 0.9 | $4.8M | 59k | 82.34 |
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| Allstate Corporation (ALL) | 0.9 | $4.6M | 22k | 214.65 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $4.3M | 88k | 49.46 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $4.2M | 13k | 315.44 |
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| FedEx Corporation (FDX) | 0.8 | $4.1M | +2% | 17k | 235.81 |
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| Chubb (CB) | 0.7 | $4.0M | 14k | 282.25 |
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| Wells Fargo & Company (WFC) | 0.7 | $4.0M | 47k | 83.82 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.7 | $4.0M | 62k | 63.83 |
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| Sterling Construction Company (STRL) | 0.7 | $3.8M | -4% | 11k | 339.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.6M | 15k | 243.55 |
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| Archer Daniels Midland Company (ADM) | 0.6 | $3.4M | 58k | 59.74 |
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| Walt Disney Company (DIS) | 0.6 | $3.3M | +2% | 29k | 114.50 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $3.3M | 39k | 85.34 |
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| Procter & Gamble Company (PG) | 0.5 | $2.9M | +3% | 19k | 153.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.9M | 12k | 243.10 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.8M | 52k | 54.18 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.8M | 7.5k | 374.26 |
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| Cisco Systems (CSCO) | 0.5 | $2.7M | 39k | 68.42 |
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| Airbnb Com Cl A (ABNB) | 0.5 | $2.7M | +4% | 22k | 121.42 |
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| Verizon Communications (VZ) | 0.5 | $2.6M | +4% | 59k | 43.95 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $2.6M | NEW | 18k | 139.67 |
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| Roper Industries (ROP) | 0.5 | $2.5M | +6% | 5.1k | 498.67 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $2.5M | +487% | 14k | 176.81 |
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| Bristol Myers Squibb (BMY) | 0.4 | $2.4M | +9% | 52k | 45.10 |
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| At&t (T) | 0.4 | $2.3M | 82k | 28.24 |
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| Packaging Corporation of America (PKG) | 0.4 | $2.3M | 11k | 217.92 |
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| Okta Cl A (OKTA) | 0.4 | $2.3M | +5% | 25k | 91.70 |
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| SkyWest (SKYW) | 0.4 | $2.2M | +3% | 22k | 100.62 |
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| Merck & Co (MRK) | 0.4 | $2.2M | +2% | 26k | 83.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.2M | NEW | 6.6k | 328.17 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $2.1M | NEW | 19k | 110.59 |
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| Coca-Cola Company (KO) | 0.4 | $2.0M | +2% | 30k | 66.32 |
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| Alliant Energy Corporation (LNT) | 0.4 | $2.0M | +2% | 29k | 67.41 |
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| Manulife Finl Corp (MFC) | 0.4 | $1.9M | +4% | 63k | 31.15 |
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| Green Brick Partners (GRBK) | 0.4 | $1.9M | +3% | 26k | 73.86 |
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| Willdan (WLDN) | 0.4 | $1.9M | NEW | 20k | 96.69 |
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| Corporacion Amer Arpts S A (CAAP) | 0.3 | $1.8M | +3% | 102k | 18.12 |
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| Southern Company (SO) | 0.3 | $1.8M | -7% | 19k | 94.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.8M | 10k | 170.85 |
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| Black Stone Minerals Com Unit (BSM) | 0.3 | $1.8M | -10% | 135k | 13.14 |
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| Paychex (PAYX) | 0.3 | $1.7M | +2% | 14k | 126.76 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.3 | $1.7M | +8% | 8.9k | 192.13 |
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| salesforce (CRM) | 0.3 | $1.7M | +11% | 7.1k | 237.00 |
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| Paypal Holdings (PYPL) | 0.3 | $1.6M | +12% | 24k | 67.06 |
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| Kinross Gold Corp (KGC) | 0.3 | $1.5M | NEW | 60k | 24.85 |
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| Q2 Holdings (QTWO) | 0.3 | $1.5M | +16% | 20k | 72.39 |
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| Stride (LRN) | 0.3 | $1.5M | +22% | 9.8k | 148.94 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | 7.6k | 186.58 |
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| Entergy Corporation (ETR) | 0.3 | $1.4M | -15% | 15k | 93.19 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.4M | 11k | 123.75 |
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| Genuine Parts Company (GPC) | 0.2 | $1.3M | +3% | 9.5k | 138.60 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.3M | +5% | 11k | 124.34 |
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| Hp (HPQ) | 0.2 | $1.3M | +3% | 47k | 27.23 |
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| Target Corporation (TGT) | 0.2 | $1.3M | +2% | 14k | 89.70 |
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| Darden Restaurants (DRI) | 0.2 | $1.2M | +3% | 6.2k | 190.36 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.0M | 60k | 17.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.0M | +13% | 1.7k | 612.38 |
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| International Business Machines (IBM) | 0.2 | $957k | 3.4k | 282.16 |
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| Home Depot (HD) | 0.2 | $919k | 2.3k | 405.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $876k | 1.3k | 669.30 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $756k | +41% | 15k | 50.63 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $741k | +2% | 2.3k | 323.58 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $697k | 3.7k | 186.50 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $679k | NEW | 909.00 | 746.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $663k | +43% | 9.3k | 71.37 |
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| Bank of America Corporation (BAC) | 0.1 | $599k | 12k | 51.59 |
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| Brinker International (EAT) | 0.1 | $577k | +17% | 4.6k | 126.68 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $568k | 2.9k | 192.71 |
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| UnitedHealth (UNH) | 0.1 | $546k | NEW | 1.6k | 345.23 |
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| McKesson Corporation (MCK) | 0.1 | $532k | 689.00 | 772.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $506k | 2.3k | 215.79 |
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| Oneok (OKE) | 0.1 | $493k | +107% | 6.8k | 72.97 |
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| Pfizer (PFE) | 0.1 | $484k | +13% | 19k | 25.48 |
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| American Electric Power Company (AEP) | 0.1 | $461k | 4.1k | 112.50 |
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| Broadcom (AVGO) | 0.1 | $449k | 1.4k | 329.91 |
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| AutoZone (AZO) | 0.1 | $429k | 100.00 | 4290.24 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $417k | NEW | 1.6k | 259.58 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $409k | -4% | 7.7k | 53.40 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $386k | 2.2k | 174.60 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $374k | 4.2k | 89.77 |
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| Oracle Corporation (ORCL) | 0.1 | $357k | 1.3k | 281.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $345k | +5% | 2.9k | 118.83 |
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| Waste Management (WM) | 0.1 | $338k | 1.5k | 220.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $334k | 1.3k | 254.28 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $320k | 3.4k | 94.10 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $318k | 1.1k | 293.74 |
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| Sylvamo Corp Common Stock (SLVM) | 0.1 | $318k | +38% | 7.2k | 44.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $313k | NEW | 2.2k | 140.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $298k | 497.00 | 600.20 |
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| General Dynamics Corporation (GD) | 0.1 | $293k | 860.00 | 341.00 |
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| United Parcel Service CL B (UPS) | 0.1 | $292k | +3% | 3.5k | 83.53 |
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| Republic Services (RSG) | 0.1 | $279k | 1.2k | 229.48 |
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| Abbott Laboratories (ABT) | 0.1 | $277k | 2.1k | 133.94 |
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| CSX Corporation (CSX) | 0.1 | $270k | 7.6k | 35.51 |
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| Cummins (CMI) | 0.0 | $265k | 628.00 | 422.37 |
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| Simon Property (SPG) | 0.0 | $256k | 1.4k | 187.67 |
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| Meta Platforms Cl A (META) | 0.0 | $256k | 349.00 | 734.38 |
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| Capital One Financial (COF) | 0.0 | $254k | 1.2k | 212.58 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $250k | 3.4k | 74.49 |
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| Western Digital (WDC) | 0.0 | $246k | NEW | 2.0k | 120.06 |
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| Intellia Therapeutics (NTLA) | 0.0 | $244k | 14k | 17.27 |
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| Nextera Energy (NEE) | 0.0 | $243k | 3.2k | 75.49 |
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| Boeing Company (BA) | 0.0 | $237k | 1.1k | 215.83 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $231k | 1.3k | 183.73 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $227k | 804.00 | 281.86 |
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| Warby Parker Cl A Com (WRBY) | 0.0 | $221k | NEW | 8.0k | 27.58 |
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| TJX Companies (TJX) | 0.0 | $217k | NEW | 1.5k | 144.54 |
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| General Motors Company (GM) | 0.0 | $213k | NEW | 3.5k | 60.97 |
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| Phillips 66 (PSX) | 0.0 | $205k | NEW | 1.5k | 136.02 |
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| Ford Motor Company (F) | 0.0 | $184k | 15k | 11.96 |
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| Stellantis SHS (STLA) | 0.0 | $114k | +4% | 12k | 9.34 |
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Past Filings by LMG Wealth Partners
SEC 13F filings are viewable for LMG Wealth Partners going back to 2022
- LMG Wealth Partners 2025 Q3 filed Nov. 12, 2025
- LMG Wealth Partners 2025 Q2 filed July 29, 2025
- LMG Wealth Partners 2025 Q1 filed May 2, 2025
- LMG Wealth Partners 2024 Q4 filed Feb. 3, 2025
- LMG Wealth Partners 2024 Q3 filed Oct. 23, 2024
- LMG Wealth Partners 2024 Q2 filed Aug. 2, 2024
- LMG Wealth Partners 2024 Q1 filed May 3, 2024
- LMG Wealth Partners 2023 Q4 filed Jan. 23, 2024
- LMG Wealth Partners 2023 Q3 filed Oct. 16, 2023
- LMG Wealth Partners 2023 Q2 filed July 27, 2023
- LMG Wealth Partners 2023 Q1 filed May 2, 2023
- LMG Wealth Partners 2022 Q4 filed Feb. 14, 2023