LMG Wealth Partners
Latest statistics and disclosures from LMG Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, WMT, AAPL, VBR, CVX, and represent 19.23% of LMG Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NUE, GM, DY, MSFT, PEP, AGG, CVX, TSLA, DIVI, VCSH.
- Started 6 new stock positions in SNDK, DY, NUE, KD, FNDF, VCSH.
- Reduced shares in these 10 stocks: , ROP, PYPL, IWP, IVW, , , CLS, VIG, CAH.
- Sold out of its positions in COF, ORCL, PYPL, ROP, CRM.
- LMG Wealth Partners was a net buyer of stock by $13M.
- LMG Wealth Partners has $549M in assets under management (AUM), dropping by 2.38%.
- Central Index Key (CIK): 0001965772
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Portfolio Holdings for LMG Wealth Partners
LMG Wealth Partners holds 154 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.8 | $38M | 332k | 113.11 |
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| Wal-Mart Stores (WMT) | 3.6 | $20M | 159k | 124.28 |
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| Apple (AAPL) | 3.0 | $17M | 66k | 253.79 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.0 | $16M | 76k | 217.25 |
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| Chevron Corporation (CVX) | 2.7 | $15M | +3% | 73k | 206.90 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.7 | $15M | +2% | 47k | 313.81 |
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| Microsoft Corporation (MSFT) | 2.4 | $13M | +8% | 36k | 370.17 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $13M | +5% | 126k | 99.27 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.3 | $12M | -2% | 96k | 128.12 |
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| Raytheon Technologies Corp (RTX) | 2.2 | $12M | 62k | 192.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $12M | 18k | 650.36 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 2.0 | $11M | +4% | 271k | 39.81 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $10M | 61k | 169.66 |
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| Cardinal Health (CAH) | 1.9 | $10M | 48k | 211.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $10M | +2% | 48k | 211.15 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.6 | $8.6M | 60k | 145.02 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.5 | $8.3M | 79k | 106.01 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.5 | $8.3M | 63k | 132.50 |
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| Amazon (AMZN) | 1.4 | $7.9M | 38k | 208.27 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 1.3 | $7.4M | 59k | 124.46 |
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| Celestica (CLS) | 1.3 | $7.2M | -2% | 25k | 281.68 |
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| Prudential Financial (PRU) | 1.3 | $7.2M | +5% | 73k | 97.69 |
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| Johnson & Johnson (JNJ) | 1.3 | $7.0M | 29k | 244.44 |
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| Us Bancorp Com New (USB) | 1.2 | $6.9M | +3% | 132k | 52.01 |
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| Caterpillar (CAT) | 1.2 | $6.8M | 9.7k | 708.49 |
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| Emerson Electric (EMR) | 1.2 | $6.7M | 51k | 131.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.5M | 14k | 479.20 |
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $6.3M | +4% | 42k | 151.41 |
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| FedEx Corporation (FDX) | 1.1 | $6.2M | 17k | 356.18 |
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| Raymond James Financial (RJF) | 1.1 | $5.9M | 41k | 144.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $5.9M | +2% | 66k | 88.70 |
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| McDonald's Corporation (MCD) | 1.1 | $5.8M | +3% | 19k | 310.79 |
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| AFLAC Incorporated (AFL) | 1.1 | $5.8M | 53k | 109.71 |
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| Pepsi (PEP) | 1.0 | $5.5M | +13% | 35k | 155.29 |
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| Tesla Motors (TSLA) | 1.0 | $5.2M | +9% | 14k | 371.75 |
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| Lowe's Companies (LOW) | 0.9 | $5.1M | 22k | 236.28 |
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| Abbvie (ABBV) | 0.9 | $5.0M | +3% | 23k | 217.49 |
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| Vanguard World Financials Etf (VFH) | 0.9 | $4.9M | +3% | 41k | 120.81 |
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| Chubb (CB) | 0.9 | $4.9M | +3% | 15k | 325.94 |
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| Realty Income (O) | 0.9 | $4.9M | +4% | 80k | 61.18 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $4.7M | +9% | 98k | 48.05 |
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| Sterling Construction Company (STRL) | 0.8 | $4.5M | 11k | 407.27 |
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| Allstate Corporation (ALL) | 0.8 | $4.5M | 22k | 207.34 |
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| Archer Daniels Midland Company (ADM) | 0.8 | $4.2M | +4% | 58k | 72.69 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.8 | $4.1M | +5% | 64k | 64.73 |
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| SYSCO Corporation (SYY) | 0.7 | $4.0M | +3% | 56k | 71.33 |
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| Wells Fargo & Company (WFC) | 0.7 | $3.9M | +3% | 50k | 79.61 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $3.9M | 13k | 294.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.9M | 13k | 286.85 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $3.7M | +8% | 43k | 86.41 |
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| Automatic Data Processing (ADP) | 0.7 | $3.6M | +6% | 18k | 203.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.4M | 12k | 287.56 |
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| Verizon Communications (VZ) | 0.6 | $3.3M | +9% | 65k | 50.20 |
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| Bristol Myers Squibb (BMY) | 0.6 | $3.2M | +12% | 53k | 60.65 |
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| Home Depot (HD) | 0.6 | $3.2M | +9% | 9.7k | 328.90 |
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| Merck & Co (MRK) | 0.5 | $3.0M | +3% | 25k | 120.29 |
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| Airbnb Com Cl A (ABNB) | 0.5 | $3.0M | +4% | 24k | 126.28 |
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| Cisco Systems (CSCO) | 0.5 | $3.0M | +2% | 39k | 77.59 |
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| Micron Technology (MU) | 0.5 | $2.9M | 8.7k | 337.84 |
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| Applovin Corp Com Cl A (APP) | 0.5 | $2.8M | +2% | 7.2k | 398.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.7M | 51k | 54.05 |
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| Walt Disney Company (DIS) | 0.5 | $2.6M | +3% | 27k | 96.38 |
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| Corporacion Amer Arpts S A (CAAP) | 0.5 | $2.6M | 103k | 25.29 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $2.5M | 17k | 145.74 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $2.5M | 13k | 189.59 |
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| Eaton Corp SHS (ETN) | 0.4 | $2.4M | -2% | 6.8k | 357.69 |
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| Coca-Cola Company (KO) | 0.4 | $2.4M | +3% | 32k | 76.05 |
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| At&t (T) | 0.4 | $2.4M | 83k | 28.99 |
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| Manulife Finl Corp (MFC) | 0.4 | $2.3M | +5% | 67k | 34.44 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $2.3M | 19k | 118.45 |
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| Packaging Corporation of America (PKG) | 0.4 | $2.2M | +3% | 11k | 212.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.2M | +4% | 7.0k | 320.81 |
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| SkyWest (SKYW) | 0.4 | $2.2M | +3% | 24k | 91.83 |
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| Okta Cl A (OKTA) | 0.4 | $2.2M | +5% | 27k | 78.71 |
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| Alliant Energy Corporation (LNT) | 0.4 | $2.2M | +4% | 30k | 71.76 |
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| Southern Company (SO) | 0.4 | $2.0M | +7% | 21k | 96.52 |
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| Kinross Gold Corp (KGC) | 0.4 | $2.0M | +4% | 65k | 30.52 |
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| Nucor Corporation (NUE) | 0.4 | $2.0M | NEW | 12k | 169.10 |
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| General Motors Company (GM) | 0.3 | $1.9M | +623% | 25k | 74.50 |
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| Incyte Corporation (INCY) | 0.3 | $1.7M | 19k | 94.12 |
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| Commscope Hldg (VISN) | 0.3 | $1.7M | +6% | 95k | 18.20 |
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| Willdan (WLDN) | 0.3 | $1.7M | +11% | 22k | 76.56 |
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| Par Pac Holdings Com New (PARR) | 0.3 | $1.7M | +24% | 27k | 62.64 |
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| Black Stone Minerals Com Unit (BSM) | 0.3 | $1.5M | 102k | 15.12 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.5M | 11k | 130.94 |
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| Entergy Corporation (ETR) | 0.3 | $1.5M | 13k | 112.36 |
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| Target Corporation (TGT) | 0.2 | $1.3M | +33% | 11k | 121.20 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | 7.7k | 174.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | +9% | 11k | 114.99 |
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| Paychex (PAYX) | 0.2 | $1.2M | +16% | 13k | 92.12 |
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| Genuine Parts Company (GPC) | 0.2 | $1.2M | +18% | 11k | 105.75 |
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| Hp (HPQ) | 0.2 | $1.2M | +54% | 63k | 19.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | +18% | 2.0k | 597.55 |
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| Darden Restaurants (DRI) | 0.2 | $1.2M | +12% | 6.1k | 196.04 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | 60k | 19.30 |
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| Dycom Industries (DY) | 0.2 | $1.1M | NEW | 3.4k | 338.82 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | +22% | 11k | 96.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $855k | 1.3k | 653.21 |
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| International Business Machines (IBM) | 0.2 | $840k | 3.5k | 242.39 |
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| Brinker International (EAT) | 0.1 | $797k | +17% | 5.6k | 142.77 |
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| Oneok (OKE) | 0.1 | $791k | 8.8k | 90.39 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $786k | +30% | 26k | 29.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $749k | 3.8k | 196.19 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $736k | +7% | 2.7k | 275.18 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $722k | 3.0k | 244.15 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $679k | -2% | 9.0k | 75.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $634k | 909.00 | 697.72 |
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| Procter & Gamble Company (PG) | 0.1 | $610k | 4.2k | 144.44 |
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| McKesson Corporation (MCK) | 0.1 | $596k | 689.00 | 865.36 |
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| Bank of America Corporation (BAC) | 0.1 | $561k | -2% | 12k | 48.75 |
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| Western Digital (WDC) | 0.1 | $553k | 2.0k | 270.49 |
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| American Electric Power Company (AEP) | 0.1 | $537k | 4.1k | 131.08 |
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| Sylvamo Corp Common Stock (SLVM) | 0.1 | $513k | +40% | 12k | 42.24 |
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| Broadcom (AVGO) | 0.1 | $501k | 1.6k | 309.51 |
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| Pfizer (PFE) | 0.1 | $493k | -2% | 18k | 28.08 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $478k | 4.9k | 98.39 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $446k | 1.6k | 287.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $445k | 1.7k | 261.92 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $442k | 1.6k | 272.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $439k | NEW | 5.5k | 79.27 |
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| UnitedHealth (UNH) | 0.1 | $436k | 1.6k | 270.58 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $414k | 2.2k | 184.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $407k | -19% | 1.9k | 215.06 |
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| Sandisk Corp (SNDK) | 0.1 | $401k | NEW | 631.00 | 635.34 |
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| Waste Management (WM) | 0.1 | $356k | 1.6k | 229.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $344k | -5% | 2.8k | 124.31 |
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| Cummins (CMI) | 0.1 | $338k | 628.00 | 538.02 |
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| AutoZone (AZO) | 0.1 | $338k | 100.00 | 3377.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $329k | 2.2k | 148.10 |
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| CSX Corporation (CSX) | 0.1 | $313k | 7.6k | 41.05 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $300k | 5.3k | 56.79 |
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| Nextera Energy (NEE) | 0.1 | $299k | 3.2k | 92.88 |
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| General Dynamics Corporation (GD) | 0.1 | $295k | 860.00 | 343.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $287k | 497.00 | 577.44 |
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| Ge Vernova (GEV) | 0.1 | $275k | 315.00 | 872.90 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $269k | 3.4k | 79.15 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $268k | +2% | 3.6k | 73.64 |
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| Republic Services (RSG) | 0.0 | $267k | 1.2k | 219.02 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $265k | 3.4k | 78.66 |
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| Boeing Company (BA) | 0.0 | $259k | +18% | 1.3k | 199.03 |
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| Simon Property (SPG) | 0.0 | $255k | 1.4k | 186.53 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $245k | 1.3k | 194.14 |
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| Deere & Company (DE) | 0.0 | $243k | 431.00 | 562.71 |
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| TJX Companies (TJX) | 0.0 | $240k | 1.5k | 159.70 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $231k | +3% | 4.4k | 52.76 |
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| Philip Morris International (PM) | 0.0 | $217k | 1.3k | 165.34 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $214k | 1.6k | 132.90 |
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| Abbott Laboratories (ABT) | 0.0 | $213k | -11% | 2.1k | 102.67 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $207k | NEW | 4.2k | 48.93 |
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| Ford Motor Company (F) | 0.0 | $178k | 15k | 11.54 |
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| Crescent Capital Bdc (CCAP) | 0.0 | $165k | +17% | 14k | 12.15 |
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| Intellia Therapeutics (NTLA) | 0.0 | $154k | 12k | 12.82 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $131k | NEW | 10k | 13.12 |
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| Stellantis SHS (STLA) | 0.0 | $86k | 12k | 7.09 |
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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 2026 Q1 filed April 17, 2026
- LMG Wealth Partners 2025 Q4 filed Feb. 2, 2026
- 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