LMG Wealth Partners, LLC

Name: LMG Wealth Partners, LLC 13F holdings, Q2 2026
Creator: LMG Wealth Partners, LLC
Published: 2026-08-12

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), LMG Wealth Partners, LLC reported 166 stock positions worth $625.8 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 7.3% of the portfolio, followed by Apple (AAPL, 3.0%) and iShares Russell 2000 Growth (IWO, 3.0%). Compared with Q1 2026, it opened 15 new positions, sold out of 4, added to 86 and reduced 32. The biggest buy was a new position in Maxlinear (MXL) and the biggest sale Walmart (WMT, shares −0%).

Most Recent 13F: Q2 2026
Location: SHREVEPORT, LA
CIK: 0001965772
Portfolio Value: $625.8M (Q2 2026)
SEC Filing: 0001951757-26-001238 ↗ filed Aug 12, 2026

Holdings Value

Holdings 166 stocks · $625.8M


IVW iShares S&P 500 Growth ETF	7.31%	332,814	$45.8M	Add +0.3%
AAPL Apple Inc.	3.00%	64,945	$18.8M	Reduce -1.3%
IWO iShares Russell 2000 Growth	2.99%	47,501	$18.7M	Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U	2.96%	76,108	$18.5M	Add +0.7%
WMT Walmart Inc.	2.87%	158,724	$18.0M	Reduce -0.4%
IWP iShares Russell Mid-Cap Grow	2.39%	102,212	$15.0M	Add +6.0%
AGG iShares Core U.S. Aggregate	2.16%	136,337	$13.5M	Add +8.2%
SPY SS SPDR S&P 500 ETF Trust-US	2.14%	17,924	$13.4M	Add +0.1%
MSFT Microsoft Corp.	2.12%	35,559	$13.3M	Reduce -1.1%
CVX Chevron Corp.	1.95%	73,598	$12.2M	Add +1.0%
RTX RTX Corp.	1.90%	62,720	$11.9M	Add +0.7%
DIVI Franklin International Core	1.86%	271,790	$11.6M	Add +0.2%
CAH Cardinal Health Inc.	1.85%	48,669	$11.6M	Add +0.8%
IVE iShares S&P 500 Value ETF	1.82%	50,152	$11.4M	Add +4.5%
CAT Caterpillar Inc.	1.66%	9,767	$10.4M	Add +1.1%
XMMO Invesco S&P Midcap Momentum	1.66%	60,963	$10.4M	Add +2.2%
NOBL Proshares S&P 500 Dividend A	1.48%	164,891	$9.3M	Add +4.8%
AMZN Amazon.com Inc.	1.45%	38,198	$9.1M	Add +0.4%
IJJ iShares S&P Mid-Cap 400 Valu	1.45%	61,225	$9.0M	Reduce -2.5%
VIOG Vanguard S&P SM Cap 600 GRW	1.43%	58,265	$8.9M	Reduce -1.6%
XOM Exxon Mobil Corp.	1.32%	60,569	$8.3M	Reduce -1.1%
USB US Bancorp	1.31%	135,596	$8.2M	Add +2.9%
PRU Prudential Financial Inc.	1.28%	74,374	$8.0M	Add +1.5%
EMR Emerson Electric Co.	1.20%	52,273	$7.5M	Add +1.9%
MU Micron Technology Inc.	1.18%	6,388	$7.4M	Reduce -26.2%
DVY iShares Select Dividend ETF	1.17%	46,677	$7.3M	Add +12.1%
JNJ Johnson & Johnson	1.16%	28,684	$7.3M	Add +0.1%
CLS Celestica Inc.	1.13%	19,403	$7.1M	Reduce -23.7%
TSLA Tesla Inc.	1.12%	16,618	$7.0M	Add +18.0%
STRL Sterling Infrastructure Inc.	1.11%	8,302	$7.0M	Reduce -25.3%
BRK.B Berkshire Hathaway Inc. Class B	1.08%	13,567	$6.8M	Add +0.8%
VNQ Vanguard Real Estate ETF	1.08%	69,875	$6.7M	Add +5.3%
AFL Aflac Inc.	1.03%	54,752	$6.4M	Add +4.1%
RJF Raymond James Financial Inc.	0.99%	40,908	$6.2M	Add +0.1%
ABBV Abbvie Inc.	0.97%	24,080	$6.1M	Add +5.3%
VFH Vanguard Financials ETF	0.92%	43,632	$5.7M	Add +6.8%
MCD McDonald's Corp.	0.88%	20,313	$5.5M	Add +8.6%
FDX FedEx Corp.	0.86%	17,266	$5.4M	Reduce -0.3%
BNDX Vanguard Total Intl Bond ETF	0.86%	111,162	$5.4M	Add +13.4%
CB Chubb Ltd.	0.85%	15,695	$5.3M	Add +4.6%
O Realty Income Corp.	0.84%	85,162	$5.3M	Add +6.8%
LOW Lowe's Cos Inc.	0.84%	23,719	$5.2M	Add +8.8%
SYY Sysco Corp.	0.80%	60,111	$5.0M	Add +6.7%
ALL Allstate Corp.	0.79%	20,894	$5.0M	Reduce -4.1%
PEP Pepsico Inc.	0.79%	36,709	$5.0M	Add +3.6%
GOOG Alphabet Inc. Class C	0.79%	13,962	$4.9M	Add +3.8%
EEMV iShares MSCI Emg MKT Min Vol	0.74%	61,682	$4.6M	Reduce -3.8%
CSCO Cisco Systems Inc.	0.72%	38,226	$4.5M	Reduce -1.2%
ADM Archer-Daniels-Midland Co.	0.71%	58,540	$4.5M	Add +1.4%
ADP Automatic Data Processing	0.71%	19,774	$4.4M	Add +10.7%
JPM JPMorgan Chase & Co.	0.69%	13,142	$4.3M	Reduce -1.4%
REGL Prshrs S&P Mid 400 DVD Arist	0.68%	46,369	$4.2M	Add +8.5%
WFC Wells Fargo & Co.	0.68%	51,286	$4.2M	Add +3.6%
GOOGL Alphabet Inc. Class A	0.62%	10,922	$3.9M	Reduce -8.5%
OKTA Okta Inc.	0.56%	25,819	$3.5M	Reduce -5.7%
HD Home Depot Inc.	0.56%	9,974	$3.5M	Add +3.1%
MXL Maxlinear Inc.	0.55%	26,759	$3.4M	New
APP AppLovin Corp. Class A	0.54%	6,517	$3.4M	Reduce -8.9%
MRK Merck & Co. Inc.	0.53%	25,729	$3.3M	Add +2.6%
ABNB Airbnb Inc. Class A	0.51%	22,457	$3.2M	Reduce -5.8%
W Wayfair Inc. Class A	0.51%	34,719	$3.2M	New
BMY Bristol-Myers Squibb Co.	0.50%	54,001	$3.1M	Add +1.9%
NUE Nucor Corp.	0.49%	13,857	$3.1M	Add +20.1%
VWO Vanguard Ftse Emerging Marke	0.48%	50,439	$3.0M	Reduce -0.2%
ETN Eaton Corp. PLC	0.47%	6,870	$2.9M	Add +0.6%
IWN iShares Russell 2000 Value E	0.47%	13,166	$2.9M	No change
IWS iShares Russell Mid-Cap Valu	0.45%	17,142	$2.8M	No change
VZ Verizon Communications Inc.	0.45%	66,537	$2.8M	Add +2.1%
MFC Manulife Financial Corp.	0.44%	67,405	$2.7M	Add +1.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.42%	27,585	$2.7M	Add +0.6%
IJS iShares S&P Small-Cap 600 Va	0.42%	19,234	$2.6M	Reduce -0.4%
KO The Coca-Cola Co.	0.42%	32,131	$2.6M	Add +1.5%
CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A	0.41%	102,665	$2.6M	Reduce -0.6%
INCY Incyte Corp.	0.41%	22,773	$2.6M	Add +23.3%
VTI VG Morningstar TS MKT ETF-US	0.41%	6,970	$2.6M	No change
PKG Packaging Corp. of America	0.41%	10,689	$2.5M	Add +0.9%
GM General Motors Co.	0.39%	31,686	$2.4M	Add +25.2%
LNT Alliant Energy Corp.	0.37%	30,337	$2.3M	Add +1.1%
DY Dycom Industries Inc.	0.36%	4,498	$2.3M	Add +32.6%
PARR Par Pacific Holdings Inc.	0.35%	39,398	$2.2M	Add +46.6%
VISN Vistance Networks Inc.	0.34%	166,802	$2.1M	Add +75.9%
SO The Southern Co.	0.32%	20,768	$2.0M	Add +0.6%
KGC Kinross Gold Corp.	0.30%	80,415	$1.9M	Add +24.2%
IVV iShares Core S&P 500 ETF	0.27%	2,260	$1.7M	Add +72.7%
NVDA Nvidia Corp.	0.27%	8,456	$1.7M	Add +10.3%
T AT&T Inc.	0.27%	80,750	$1.7M	Reduce -2.4%
BRK.A Berkshire Hathaway Inc. Class A	0.24%	2	$1.5M	New
GPC Genuine Parts Co.	0.24%	12,638	$1.5M	Add +10.8%
ETR Entergy Corp.	0.24%	12,934	$1.5M	No change
TGT Target Corp.	0.24%	11,313	$1.5M	Add +2.3%
SNDK Sandisk Corp.	0.23%	631	$1.4M	No change
DUK Duke Energy Corp.	0.23%	11,293	$1.4M	No change
BSM Black Stone Minerals LP	0.23%	101,824	$1.4M	No change
VOO Vanguard S&P 500 ETF	0.23%	2,053	$1.4M	Add +2.3%
HPQ HP Inc.	0.22%	64,049	$1.4M	Add +2.2%
BX Blackstone Inc.	0.22%	11,854	$1.4M	Add +6.2%
PAYX Paychex Inc.	0.22%	13,886	$1.4M	Add +4.5%
DRI Darden Restaurants Inc.	0.21%	6,411	$1.3M	Add +5.4%
WDC Western Digital Corp.	0.21%	2,049	$1.3M	Add +0.2%
KMB Kimberly-Clark Corp.	0.21%	11,848	$1.3M	Add +7.5%

Show all 166 holdings

Portfolio Sells Q1 2026 → Q2 2026


WMT Walmart Inc.	Reduce -0.4%	2.87%	−0.74
XOM Exxon Mobil Corp.	Reduce -1.1%	1.32%	−0.57
SKYW Skywest Inc.	Sold out	0.00%	−0.40
WLDN Willdan Group Inc.	Sold out	0.00%	−0.31
MSFT Microsoft Corp.	Reduce -1.1%	2.12%	−0.31
FDX FedEx Corp.	Reduce -0.3%	0.86%	−0.26
CLS Celestica Inc.	Reduce -23.7%	1.13%	−0.17
T AT&T Inc.	Reduce -2.4%	0.27%	−0.17
IJJ iShares S&P Mid-Cap 400 Valu	Reduce -2.5%	1.45%	−0.07
CAAP Corp. America Airports SA	Reduce -0.6%	0.41%	−0.06
GBTC Grayscale Bitcoin Trust ETF	Sold out	0.00%	−0.04
AAPL Apple Inc.	Reduce -1.3%	3.00%	−0.04
ABT Abbott Laboratories	Sold out	0.00%	−0.04
FDXF FedEx Freight Holding Co.	Reduce -4.3%	0.20%	−0.04
ABNB Airbnb Inc. Class A	Reduce -5.8%	0.51%	−0.04
ALL Allstate Corp.	Reduce -4.1%	0.79%	−0.03
JPM JPMorgan Chase & Co.	Reduce -1.4%	0.69%	−0.03
PFE Pfizer Inc.	Reduce -7.3%	0.06%	−0.03
VWO Vanguard Ftse Emerging Marke	Reduce -0.2%	0.48%	−0.02
EEMV iShares MSCI Emg MKT Min Vol	Reduce -3.8%	0.74%	−0.01
BAC Bank of America Corp.	Reduce -14.3%	0.09%	−0.01
TJX TJX Companies Inc.	Reduce -9.4%	0.03%	−0.01
WM Waste Management Inc.	Reduce -0.1%	0.06%	−0.01
VEU Vanguard Ftse All-World Ex-U	Reduce -0.2%	0.12%	−0.00
PM Philip Morris International	Reduce -0.7%	0.04%	−0.00
CP Canadian Pacific Kansas City	Reduce -0.1%	0.05%	−0.00
GOOGL Alphabet Inc. Class A	Reduce -8.5%	0.62%	−0.00
NTLA Intellia Therapeutics Inc.	Reduce -6.4%	0.03%	+0.00
IJS iShares S&P Small-Cap 600 Va	Reduce -0.4%	0.42%	+0.00
AVGO Broadcom Inc.	Reduce -0.1%	0.10%	+0.01
APP AppLovin Corp. Class A	Reduce -8.9%	0.54%	+0.02
VIOG Vanguard S&P SM Cap 600 GRW	Reduce -1.6%	1.43%	+0.09
OKTA Okta Inc.	Reduce -5.7%	0.56%	+0.17
CSCO Cisco Systems Inc.	Reduce -1.2%	0.72%	+0.17
STRL Sterling Infrastructure Inc.	Reduce -25.3%	1.11%	+0.29
MU Micron Technology Inc.	Reduce -26.2%	1.18%	+0.65

Portfolio Buys Q1 2026 → Q2 2026


MXL Maxlinear Inc.	New	0.55%	+0.55
W Wayfair Inc. Class A	New	0.51%	+0.51
IVW iShares S&P 500 Growth ETF	Add +0.3%	7.31%	+0.47
CAT Caterpillar Inc.	Add +1.1%	1.66%	+0.41
IWO iShares Russell 2000 Growth	Add +0.5%	2.99%	+0.29
BRK.A Berkshire Hathaway Inc. Class A	New	0.24%	+0.24
TSLA Tesla Inc.	Add +18.0%	1.12%	+0.16
DY Dycom Industries Inc.	Add +32.6%	0.36%	+0.15
IWP iShares Russell Mid-Cap Grow	Add +6.0%	2.39%	+0.14
NUE Nucor Corp.	Add +20.1%	0.49%	+0.14
SCHW Schwab (charles) Corp.	New	0.13%	+0.13
IVV iShares Core S&P 500 ETF	Add +72.7%	0.27%	+0.11
WDC Western Digital Corp.	Add +0.2%	0.21%	+0.11
INCY Incyte Corp.	Add +23.3%	0.41%	+0.10
GOOG Alphabet Inc. Class C	Add +3.8%	0.79%	+0.09
XMMO Invesco S&P Midcap Momentum	Add +2.2%	1.66%	+0.08
IWR iShares Russell Mid-Cap ETF	New	0.08%	+0.08
SDY SS SPDR S&P Dividend ETF	New	0.07%	+0.07
SYY Sysco Corp.	Add +6.7%	0.80%	+0.07
ABBV Abbvie Inc.	Add +5.3%	0.97%	+0.06
USB US Bancorp	Add +2.9%	1.31%	+0.06
IJR iShares Core S&P Small-Cap E	Add +71.6%	0.11%	+0.05
GM General Motors Co.	Add +25.2%	0.39%	+0.05
PARR Par Pacific Holdings Inc.	Add +46.6%	0.35%	+0.05
INTC Intel Corp.	New	0.05%	+0.05
ADP Automatic Data Processing	Add +10.7%	0.71%	+0.05
AMD Advanced Micro Devices	New	0.04%	+0.04
WRBY Warby Parker Inc. Class A	New	0.04%	+0.04
SGOV iShares 0-3 Month Treasury B	New	0.04%	+0.04
COF Capital One Financial Corp.	New	0.04%	+0.04
META Meta Platforms Inc. Class A	New	0.03%	+0.03
LRCX Lam Research Corp.	New	0.03%	+0.03
HPE Hewlett Packard Enterprise	New	0.03%	+0.03
TPR Tapestry Inc.	New	0.03%	+0.03
UNH Unitedhealth Group Inc.	Add +0.7%	0.11%	+0.03
RCL Royal Caribbean Cruises Ltd.	Add +18.8%	0.16%	+0.03
NVDA Nvidia Corp.	Add +10.3%	0.27%	+0.03
VISN Vistance Networks Inc.	Add +75.9%	0.34%	+0.03
ETN Eaton Corp. PLC	Add +0.6%	0.47%	+0.02
EAT Brinker International Inc.	Add +10.1%	0.17%	+0.02
MFC Manulife Financial Corp.	Add +1.3%	0.44%	+0.02
GPC Genuine Parts Co.	Add +10.8%	0.24%	+0.02
VFH Vanguard Financials ETF	Add +6.8%	0.92%	+0.02
DVY iShares Select Dividend ETF	Add +12.1%	1.17%	+0.02
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.1%	2.14%	+0.02
KMB Kimberly-Clark Corp.	Add +7.5%	0.21%	+0.01
EEM iShares MSCI Emerging Market	Add +15.8%	0.07%	+0.01
QQQ Invesco QQQ Trust Series 1	Add +9.7%	0.06%	+0.01
AMZN Amazon.com Inc.	Add +0.4%	1.45%	+0.01
VOO Vanguard S&P 500 ETF	Add +2.3%	0.23%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	166	$625.8M	IVW, AAPL, IWO, VBR, WMT
Q1 2026	154	$548.7M	IVW, WMT, AAPL, VBR, CVX
Q4 2025	153	$536.0M	IVW, AAPL, WMT, MSFT, VBR
Q3 2025	151	$537.8M	IVW, AAPL, WMT, MSFT, VBR
Q2 2025	139	$486.7M	IVW, WMT, MSFT, AAPL, VBR
Q1 2025	128	$448.8M	IVW, AAPL, WMT, VBR, MSFT
Q4 2024	129	$458.7M	IVW, AAPL, WMT, VBR, MSFT
Q3 2024	123	$436.7M	IVW, AAPL, VBR, MSFT, WMT
Q2 2024	122	$401.1M	IVW, AAPL, MSFT, VBR, WMT
Q1 2024	121	$397.0M	IVW, VBR, MSFT, AAPL, IWO