LMG Wealth Partners as of March 31, 2026
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 | |
| Wal-Mart Stores (WMT) | 3.6 | $20M | 159k | 124.28 | |
| Apple (AAPL) | 3.0 | $17M | 66k | 253.79 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.0 | $16M | 76k | 217.25 | |
| Chevron Corporation (CVX) | 2.7 | $15M | 73k | 206.90 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.7 | $15M | 47k | 313.81 | |
| Microsoft Corporation (MSFT) | 2.4 | $13M | 36k | 370.17 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $13M | 126k | 99.27 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.3 | $12M | 96k | 128.12 | |
| Raytheon Technologies Corp (RTX) | 2.2 | $12M | 62k | 192.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $12M | 18k | 650.36 | |
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 2.0 | $11M | 271k | 39.81 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $10M | 61k | 169.66 | |
| Cardinal Health (CAH) | 1.9 | $10M | 48k | 211.31 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $10M | 48k | 211.15 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.6 | $8.6M | 60k | 145.02 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.5 | $8.3M | 79k | 106.01 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.5 | $8.3M | 63k | 132.50 | |
| Amazon (AMZN) | 1.4 | $7.9M | 38k | 208.27 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 1.3 | $7.4M | 59k | 124.46 | |
| Celestica (CLS) | 1.3 | $7.2M | 25k | 281.68 | |
| Prudential Financial (PRU) | 1.3 | $7.2M | 73k | 97.69 | |
| Johnson & Johnson (JNJ) | 1.3 | $7.0M | 29k | 244.44 | |
| Us Bancorp Com New (USB) | 1.2 | $6.9M | 132k | 52.01 | |
| Caterpillar (CAT) | 1.2 | $6.8M | 9.7k | 708.49 | |
| Emerson Electric (EMR) | 1.2 | $6.7M | 51k | 131.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.5M | 14k | 479.20 | |
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $6.3M | 42k | 151.41 | |
| FedEx Corporation (FDX) | 1.1 | $6.2M | 17k | 356.18 | |
| Raymond James Financial (RJF) | 1.1 | $5.9M | 41k | 144.79 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $5.9M | 66k | 88.70 | |
| McDonald's Corporation (MCD) | 1.1 | $5.8M | 19k | 310.79 | |
| AFLAC Incorporated (AFL) | 1.1 | $5.8M | 53k | 109.71 | |
| Pepsi (PEP) | 1.0 | $5.5M | 35k | 155.29 | |
| Tesla Motors (TSLA) | 1.0 | $5.2M | 14k | 371.75 | |
| Lowe's Companies (LOW) | 0.9 | $5.1M | 22k | 236.28 | |
| Abbvie (ABBV) | 0.9 | $5.0M | 23k | 217.49 | |
| Vanguard World Financials Etf (VFH) | 0.9 | $4.9M | 41k | 120.81 | |
| Chubb (CB) | 0.9 | $4.9M | 15k | 325.94 | |
| Realty Income (O) | 0.9 | $4.9M | 80k | 61.18 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $4.7M | 98k | 48.05 | |
| Sterling Construction Company (STRL) | 0.8 | $4.5M | 11k | 407.27 | |
| Allstate Corporation (ALL) | 0.8 | $4.5M | 22k | 207.34 | |
| Archer Daniels Midland Company (ADM) | 0.8 | $4.2M | 58k | 72.69 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.8 | $4.1M | 64k | 64.73 | |
| SYSCO Corporation (SYY) | 0.7 | $4.0M | 56k | 71.33 | |
| Wells Fargo & Company (WFC) | 0.7 | $3.9M | 50k | 79.61 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.9M | 13k | 294.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.9M | 13k | 286.85 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $3.7M | 43k | 86.41 | |
| Automatic Data Processing (ADP) | 0.7 | $3.6M | 18k | 203.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.4M | 12k | 287.56 | |
| Verizon Communications (VZ) | 0.6 | $3.3M | 65k | 50.20 | |
| Bristol Myers Squibb (BMY) | 0.6 | $3.2M | 53k | 60.65 | |
| Home Depot (HD) | 0.6 | $3.2M | 9.7k | 328.90 | |
| Merck & Co (MRK) | 0.5 | $3.0M | 25k | 120.29 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $3.0M | 24k | 126.28 | |
| Cisco Systems (CSCO) | 0.5 | $3.0M | 39k | 77.59 | |
| Micron Technology (MU) | 0.5 | $2.9M | 8.7k | 337.84 | |
| Applovin Corp Com Cl A (APP) | 0.5 | $2.8M | 7.2k | 398.00 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.7M | 51k | 54.05 | |
| Walt Disney Company (DIS) | 0.5 | $2.6M | 27k | 96.38 | |
| Corporacion Amer Arpts S A (CAAP) | 0.5 | $2.6M | 103k | 25.29 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $2.5M | 17k | 145.74 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $2.5M | 13k | 189.59 | |
| Eaton Corp SHS (ETN) | 0.4 | $2.4M | 6.8k | 357.69 | |
| Coca-Cola Company (KO) | 0.4 | $2.4M | 32k | 76.05 | |
| At&t (T) | 0.4 | $2.4M | 83k | 28.99 | |
| Manulife Finl Corp (MFC) | 0.4 | $2.3M | 67k | 34.44 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $2.3M | 19k | 118.45 | |
| Packaging Corporation of America (PKG) | 0.4 | $2.2M | 11k | 212.22 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.2M | 7.0k | 320.81 | |
| SkyWest (SKYW) | 0.4 | $2.2M | 24k | 91.83 | |
| Okta Cl A (OKTA) | 0.4 | $2.2M | 27k | 78.71 | |
| Alliant Energy Corporation (LNT) | 0.4 | $2.2M | 30k | 71.76 | |
| Southern Company (SO) | 0.4 | $2.0M | 21k | 96.52 | |
| Kinross Gold Corp (KGC) | 0.4 | $2.0M | 65k | 30.52 | |
| Nucor Corporation (NUE) | 0.4 | $2.0M | 12k | 169.10 | |
| General Motors Company (GM) | 0.3 | $1.9M | 25k | 74.50 | |
| Incyte Corporation (INCY) | 0.3 | $1.7M | 19k | 94.12 | |
| Commscope Hldg (VISN) | 0.3 | $1.7M | 95k | 18.20 | |
| Willdan (WLDN) | 0.3 | $1.7M | 22k | 76.56 | |
| Par Pac Holdings Com New (PARR) | 0.3 | $1.7M | 27k | 62.64 | |
| Black Stone Minerals Com Unit (BSM) | 0.3 | $1.5M | 102k | 15.12 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $1.5M | 11k | 130.94 | |
| Entergy Corporation (ETR) | 0.3 | $1.5M | 13k | 112.36 | |
| Target Corporation (TGT) | 0.2 | $1.3M | 11k | 121.20 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | 7.7k | 174.40 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | 11k | 114.99 | |
| Paychex (PAYX) | 0.2 | $1.2M | 13k | 92.12 | |
| Genuine Parts Company (GPC) | 0.2 | $1.2M | 11k | 105.75 | |
| Hp (HPQ) | 0.2 | $1.2M | 63k | 19.21 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | 2.0k | 597.55 | |
| Darden Restaurants (DRI) | 0.2 | $1.2M | 6.1k | 196.04 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | 60k | 19.30 | |
| Dycom Industries (DY) | 0.2 | $1.1M | 3.4k | 338.82 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | 11k | 96.47 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $855k | 1.3k | 653.21 | |
| International Business Machines (IBM) | 0.2 | $840k | 3.5k | 242.39 | |
| Brinker International (EAT) | 0.1 | $797k | 5.6k | 142.77 | |
| Oneok (OKE) | 0.1 | $791k | 8.8k | 90.39 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $786k | 26k | 29.99 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $749k | 3.8k | 196.19 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $736k | 2.7k | 275.18 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $722k | 3.0k | 244.15 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $679k | 9.0k | 75.10 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $634k | 909.00 | 697.72 | |
| Procter & Gamble Company (PG) | 0.1 | $610k | 4.2k | 144.44 | |
| McKesson Corporation (MCK) | 0.1 | $596k | 689.00 | 865.36 | |
| Bank of America Corporation (BAC) | 0.1 | $561k | 12k | 48.75 | |
| Western Digital (WDC) | 0.1 | $553k | 2.0k | 270.49 | |
| American Electric Power Company (AEP) | 0.1 | $537k | 4.1k | 131.08 | |
| Sylvamo Corp Common Stock (SLVM) | 0.1 | $513k | 12k | 42.24 | |
| Broadcom (AVGO) | 0.1 | $501k | 1.6k | 309.51 | |
| Pfizer (PFE) | 0.1 | $493k | 18k | 28.08 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $478k | 4.9k | 98.39 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $446k | 1.6k | 287.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $445k | 1.7k | 261.92 | |
| Vanguard World Health Car Etf (VHT) | 0.1 | $442k | 1.6k | 272.36 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $439k | 5.5k | 79.27 | |
| UnitedHealth (UNH) | 0.1 | $436k | 1.6k | 270.58 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $414k | 2.2k | 184.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $407k | 1.9k | 215.06 | |
| Sandisk Corp (SNDK) | 0.1 | $401k | 631.00 | 635.34 | |
| Waste Management (WM) | 0.1 | $356k | 1.6k | 229.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $344k | 2.8k | 124.31 | |
| Cummins (CMI) | 0.1 | $338k | 628.00 | 538.02 | |
| AutoZone (AZO) | 0.1 | $338k | 100.00 | 3377.78 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $329k | 2.2k | 148.10 | |
| CSX Corporation (CSX) | 0.1 | $313k | 7.6k | 41.05 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $300k | 5.3k | 56.79 | |
| Nextera Energy (NEE) | 0.1 | $299k | 3.2k | 92.88 | |
| General Dynamics Corporation (GD) | 0.1 | $295k | 860.00 | 343.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $287k | 497.00 | 577.44 | |
| Ge Vernova (GEV) | 0.1 | $275k | 315.00 | 872.90 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $269k | 3.4k | 79.15 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $268k | 3.6k | 73.64 | |
| Republic Services (RSG) | 0.0 | $267k | 1.2k | 219.02 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $265k | 3.4k | 78.66 | |
| Boeing Company (BA) | 0.0 | $259k | 1.3k | 199.03 | |
| Simon Property (SPG) | 0.0 | $255k | 1.4k | 186.53 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $245k | 1.3k | 194.14 | |
| Deere & Company (DE) | 0.0 | $243k | 431.00 | 562.71 | |
| TJX Companies (TJX) | 0.0 | $240k | 1.5k | 159.70 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $231k | 4.4k | 52.76 | |
| Philip Morris International (PM) | 0.0 | $217k | 1.3k | 165.34 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $214k | 1.6k | 132.90 | |
| Abbott Laboratories (ABT) | 0.0 | $213k | 2.1k | 102.67 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $207k | 4.2k | 48.93 | |
| Ford Motor Company (F) | 0.0 | $178k | 15k | 11.54 | |
| Crescent Capital Bdc (CCAP) | 0.0 | $165k | 14k | 12.15 | |
| Intellia Therapeutics (NTLA) | 0.0 | $154k | 12k | 12.82 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $131k | 10k | 13.12 | |
| Stellantis SHS (STLA) | 0.0 | $86k | 12k | 7.09 |
