LMG Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), LMG Wealth Partners, LLC reported 128 stock positions worth $448.8 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 7.0% of the portfolio, followed by Apple (AAPL, 3.6%) and Walmart (WMT, 3.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 10, added to 63 and reduced 36. The biggest buy was a new position in Allstate (ALL) and the biggest sale an exit from Delta Air Lines (DAL).
- Most Recent 13F
- Q2 2026
- Location
- SHREVEPORT, LA
- CIK
- 0001965772
- Portfolio Value
- $448.8M (Q1 2025)
- SEC Filing
- 0001951757-25-000493 ↗ filed May 2, 2025
Holdings Value
Holdings 128 stocks · $448.8M
| IVW iShares S&P 500 Growth ETF | 7.00% | 338,443 | $31.4M | Reduce -0.9% |
| AAPL Apple Inc. | 3.62% | 73,124 | $16.2M | Reduce -0.5% |
| WMT Walmart Inc. | 3.42% | 175,004 | $15.4M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.13% | 75,468 | $14.1M | Add +0.4% |
| MSFT Microsoft Corp. | 2.86% | 34,181 | $12.8M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 2.66% | 120,659 | $11.9M | Add +3.3% |
| CVX Chevron Corp. | 2.63% | 70,579 | $11.8M | Add +0.8% |
| IWP iShares Russell Mid-Cap Grow | 2.60% | 99,480 | $11.7M | Reduce -1.7% |
| IWO iShares Russell 2000 Growth | 2.55% | 44,811 | $11.5M | Reduce -0.3% |
| CAH Cardinal Health Inc. | 2.36% | 76,958 | $10.6M | Reduce -15.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 16,585 | $9.3M | Add +0.1% |
| RTX RTX Corp. | 2.01% | 68,086 | $9.0M | Add +1.1% |
| IVE iShares S&P 500 Value ETF | 1.89% | 44,594 | $8.5M | Reduce -1.7% |
| PRU Prudential Financial Inc. | 1.81% | 72,634 | $8.1M | Add +0.8% |
| DIVI Franklin International Core | 1.77% | 244,037 | $8.0M | Add +2.5% |
| AMZN Amazon.com Inc. | 1.69% | 39,797 | $7.6M | Add +0.7% |
| NOBL Proshares S&P 500 Dividend A | 1.65% | 72,323 | $7.4M | Reduce -1.3% |
| PEP Pepsico Inc. | 1.63% | 48,647 | $7.3M | Add +3.1% |
| XOM Exxon Mobil Corp. | 1.60% | 60,349 | $7.2M | Reduce -8.2% |
| VIOG Vanguard S&P SM Cap 600 GRW | 1.56% | 65,608 | $7.0M | Add +0.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.55% | 58,244 | $7.0M | Add +0.7% |
| XMMO Invesco S&P Midcap Momentum | 1.52% | 60,083 | $6.8M | Add +17.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 12,291 | $6.5M | Add +1.4% |
| AFL Aflac Inc. | 1.43% | 57,805 | $6.4M | Add +0.1% |
| EMR Emerson Electric Co. | 1.36% | 55,681 | $6.1M | Reduce -0.1% |
| MCD McDonald's Corp. | 1.29% | 18,602 | $5.8M | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 1.29% | 64,094 | $5.8M | Reduce -0.9% |
| ADP Automatic Data Processing | 1.26% | 18,541 | $5.7M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 1.25% | 24,054 | $5.6M | Reduce -0.6% |
| RJF Raymond James Financial Inc. | 1.24% | 40,091 | $5.6M | Add +0.8% |
| USB US Bancorp | 1.20% | 127,834 | $5.4M | Add +0.4% |
| DVY iShares Select Dividend ETF | 1.13% | 37,720 | $5.1M | Reduce -1.3% |
| VFH Vanguard Financials ETF | 1.09% | 40,866 | $4.9M | Add +1.4% |
| JNJ Johnson & Johnson | 1.01% | 27,374 | $4.5M | Reduce -1.8% |
| ABBV Abbvie Inc. | 1.01% | 21,663 | $4.5M | Reduce -0.4% |
| ALL Allstate Corp. | 0.99% | 21,539 | $4.5M | New |
| SYY Sysco Corp. | 0.98% | 58,620 | $4.4M | Add +0.5% |
| O Realty Income Corp. | 0.97% | 75,311 | $4.4M | Add +1.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.96% | 88,182 | $4.3M | Reduce -20.3% |
| CB Chubb Ltd. | 0.93% | 13,858 | $4.2M | Add +14.0% |
| FDX FedEx Corp. | 0.92% | 16,915 | $4.1M | Add +2.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.81% | 62,570 | $3.7M | Add +2.3% |
| CAT Caterpillar Inc. | 0.73% | 9,959 | $3.3M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.71% | 13,046 | $3.2M | Add +0.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.70% | 38,842 | $3.1M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.68% | 17,952 | $3.1M | Add +0.5% |
| TSLA Tesla Inc. | 0.67% | 11,664 | $3.0M | Add +18.1% |
| BMY Bristol-Myers Squibb Co. | 0.64% | 46,742 | $2.9M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 28,192 | $2.8M | Add +17.0% |
| ADM Archer-Daniels-Midland Co. | 0.61% | 56,572 | $2.7M | Reduce -1.5% |
| ROP Roper Technologies Inc. | 0.58% | 4,410 | $2.6M | New |
| VZ Verizon Communications Inc. | 0.57% | 56,479 | $2.6M | Add +6.7% |
| ETN Eaton Corp. PLC | 0.56% | 9,207 | $2.5M | Add +7.2% |
| CLS Celestica Inc. | 0.55% | 31,214 | $2.5M | Reduce -1.7% |
| ABNB Airbnb Inc. Class A | 0.55% | 20,507 | $2.4M | Add +2.2% |
| OKTA Okta Inc. | 0.54% | 23,223 | $2.4M | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.52% | 51,832 | $2.3M | Reduce -1.7% |
| T AT&T Inc. | 0.52% | 82,856 | $2.3M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.51% | 14,785 | $2.3M | Add +4.2% |
| CSCO Cisco Systems Inc. | 0.51% | 37,419 | $2.3M | Reduce -0.4% |
| BSM Black Stone Minerals LP | 0.51% | 150,245 | $2.3M | No change |
| MRK Merck & Co. Inc. | 0.48% | 23,783 | $2.1M | Add +3.0% |
| APP AppLovin Corp. Class A | 0.47% | 7,902 | $2.1M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.45% | 28,193 | $2.0M | Add +0.3% |
| PAYX Paychex Inc. | 0.43% | 12,516 | $1.9M | Add +0.1% |
| PKG Packaging Corp. of America | 0.43% | 9,660 | $1.9M | Add +0.4% |
| LNT Alliant Energy Corp. | 0.41% | 28,634 | $1.8M | Reduce -8.4% |
| SKYW Skywest Inc. | 0.41% | 21,033 | $1.8M | Add +5.7% |
| SO The Southern Co. | 0.40% | 19,700 | $1.8M | Reduce -0.0% |
| MFC Manulife Financial Corp. | 0.40% | 57,905 | $1.8M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 0.40% | 11,538 | $1.8M | Add +3.8% |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.39% | 95,184 | $1.7M | Add +4.0% |
| CRM Salesforce Inc. | 0.37% | 6,116 | $1.6M | Add +4.3% |
| RGA Reinsurance Group of America | 0.35% | 7,900 | $1.6M | Add +8.6% |
| ETR Entergy Corp. | 0.34% | 17,710 | $1.5M | No change |
| DUK Duke Energy Corp. | 0.31% | 11,224 | $1.4M | Reduce -1.2% |
| GRBK Green Brick Partners Inc. | 0.30% | 23,305 | $1.4M | Add +12.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.30% | 16,712 | $1.3M | Add +17.1% |
| BX Blackstone Inc. | 0.29% | 9,448 | $1.3M | Reduce -0.4% |
| STRL Sterling Infrastructure Inc. | 0.29% | 11,448 | $1.3M | Add +7.5% |
| PYPL PayPal Holdings Inc. | 0.29% | 19,855 | $1.3M | New |
| ITRN Ituran Location and Control | 0.26% | 31,687 | $1.1M | New |
| TGT Target Corp. | 0.26% | 10,972 | $1.1M | Add +3.1% |
| ET Energy Transfer LP | 0.25% | 60,143 | $1.1M | Add +0.4% |
| DRI Darden Restaurants Inc. | 0.23% | 5,051 | $1.0M | New |
| ANF Abercrombie & Fitch Co. Class A | 0.22% | 13,082 | $999K | Add +14.9% |
| HPQ HP Inc. | 0.21% | 34,218 | $947K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 3,343 | $831K | Reduce -0.8% |
| HD Home Depot Inc. | 0.19% | 2,267 | $831K | Add +0.0% |
| GPC Genuine Parts Co. | 0.18% | 6,875 | $819K | New |
| WFC Wells Fargo & Co. | 0.17% | 10,620 | $762K | Add +0.4% |
| NVDA Nvidia Corp. | 0.17% | 7,021 | $761K | Add +23.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 3,865 | $668K | Add +1.6% |
| GIS General Mills Inc. | 0.14% | 10,426 | $623K | Add +66.6% |
| EAT Brinker International Inc. | 0.12% | 3,560 | $531K | Add +17.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.11% | 7,611 | $496K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 11,555 | $482K | Reduce -0.6% |
| MCK McKesson Corp. | 0.10% | 689 | $464K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 2,343 | $455K | Reduce -9.9% |
| AEP American Electric Power | 0.10% | 4,096 | $448K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −1.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.9% | 7.00% | −0.56 |
| AAPL Apple Inc. | Reduce -0.5% | 3.62% | −0.39 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.34 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −0.32 |
| MSFT Microsoft Corp. | Reduce -0.1% | 2.86% | −0.28 |
| IWO iShares Russell 2000 Growth | Reduce -0.3% | 2.55% | −0.27 |
| DOW Dow Inc. | Sold out | 0.00% | −0.25 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.25 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.24 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -20.3% | 0.96% | −0.22 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.7% | 2.60% | −0.19 |
| EMR Emerson Electric Co. | Reduce -0.1% | 1.36% | −0.15 |
| APP AppLovin Corp. Class A | Reduce -1.1% | 0.47% | −0.10 |
| CLS Celestica Inc. | Reduce -1.7% | 0.55% | −0.09 |
| BX Blackstone Inc. | Reduce -0.4% | 0.29% | −0.06 |
| WMT Walmart Inc. | Reduce -1.1% | 3.42% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 1.25% | −0.05 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| GM General Motors Co. | Sold out | 0.00% | −0.04 |
| ADM Archer-Daniels-Midland Co. | Reduce -1.5% | 0.61% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.9% | 0.10% | −0.01 |
| F Ford Motor Co. | Reduce -13.7% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.11% | −0.00 |
| PFE Pfizer Inc. | Reduce -0.6% | 0.09% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -5.3% | 0.10% | +0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -1.7% | 1.89% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.6% | 0.09% | +0.01 |
| LNT Alliant Energy Corp. | Reduce -8.4% | 0.41% | +0.01 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -0.3% | 0.70% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.7% | 0.52% | +0.02 |
| CAH Cardinal Health Inc. | Reduce -15.3% | 2.36% | +0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.19% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.51% | +0.03 |
| DVY iShares Select Dividend ETF | Reduce -1.3% | 1.13% | +0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -0.9% | 1.29% | +0.04 |
| DUK Duke Energy Corp. | Reduce -1.2% | 0.31% | +0.04 |
| SO The Southern Co. | Reduce -0.0% | 0.40% | +0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.3% | 1.65% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -8.2% | 1.60% | +0.06 |
| ADP Automatic Data Processing | Reduce -0.2% | 1.26% | +0.08 |
| T AT&T Inc. | Reduce -1.1% | 0.52% | +0.11 |
| JNJ Johnson & Johnson | Reduce -1.8% | 1.01% | +0.13 |
| ABBV Abbvie Inc. | Reduce -0.4% | 1.01% | +0.17 |
Portfolio Buys Q4 2024 → Q1 2025
| ALL Allstate Corp. | New | 0.99% | +0.99 |
| ROP Roper Technologies Inc. | New | 0.58% | +0.58 |
| CVX Chevron Corp. | Add +0.8% | 2.63% | +0.42 |
| RTX RTX Corp. | Add +1.1% | 2.01% | +0.31 |
| PYPL PayPal Holdings Inc. | New | 0.29% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 1.46% | +0.26 |
| ITRN Ituran Location and Control | New | 0.26% | +0.26 |
| DRI Darden Restaurants Inc. | New | 0.23% | +0.23 |
| DIVI Franklin International Core | Add +2.5% | 1.77% | +0.21 |
| HPQ HP Inc. | New | 0.21% | +0.21 |
| CB Chubb Ltd. | Add +14.0% | 0.93% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +3.3% | 2.66% | +0.19 |
| GPC Genuine Parts Co. | New | 0.18% | +0.18 |
| OKTA Okta Inc. | Add +3.2% | 0.54% | +0.16 |
| XMMO Invesco S&P Midcap Momentum | Add +17.6% | 1.52% | +0.15 |
| AFL Aflac Inc. | Add +0.1% | 1.43% | +0.13 |
| MCD McDonald's Corp. | Add +0.7% | 1.29% | +0.13 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.11% | +0.11 |
| VZ Verizon Communications Inc. | Add +6.7% | 0.57% | +0.11 |
| O Realty Income Corp. | Add +1.4% | 0.97% | +0.11 |
| KO The Coca-Cola Co. | Add +0.3% | 0.45% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +0.7% | 0.64% | +0.06 |
| PEP Pepsico Inc. | Add +3.1% | 1.63% | +0.06 |
| GIS General Mills Inc. | Add +66.6% | 0.14% | +0.05 |
| VFH Vanguard Financials ETF | Add +1.4% | 1.09% | +0.05 |
| PAYX Paychex Inc. | Add +0.1% | 0.43% | +0.05 |
| GRBK Green Brick Partners Inc. | Add +12.1% | 0.30% | +0.05 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +2.3% | 0.81% | +0.04 |
| DIS The Walt Disney Co. | Add +17.0% | 0.62% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.71% | +0.03 |
| MFC Manulife Financial Corp. | Add +4.6% | 0.40% | +0.03 |
| EAT Brinker International Inc. | Add +17.6% | 0.12% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.68% | +0.03 |
| CLF Cleveland-Cliffs Inc. | New | 0.02% | +0.02 |
| CAAP Corp. America Airports SA | Add +4.0% | 0.39% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | Add +29.6% | 0.09% | +0.01 |
| WM Waste Management Inc. | Add +0.3% | 0.08% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 0.15% | +0.01 |
| SYY Sysco Corp. | Add +0.5% | 0.98% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.17% | +0.01 |
| RGA Reinsurance Group of America | Add +8.6% | 0.35% | +0.01 |
| NVDA Nvidia Corp. | Add +23.1% | 0.17% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.7% | 0.08% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.8% | 0.04% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.7% | 0.06% | −0.00 |
| NTLA Intellia Therapeutics Inc. | Add +28.4% | 0.02% | −0.01 |
| ET Energy Transfer LP | Add +0.4% | 0.25% | −0.01 |
| HD Home Depot Inc. | Add +0.0% | 0.19% | −0.01 |
| UPS United Parcel Service Class B | Add +2.5% | 0.08% | −0.01 |
| QTWO Q2 Holdings Inc. | Add +17.1% | 0.30% | −0.02 |
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 |