LMG Wealth Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), LMG Wealth Partners, LLC reported 151 stock positions worth $537.8 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 7.5% of the portfolio, followed by Apple (AAPL, 3.5%) and Walmart (WMT, 3.3%). Compared with Q2 2025, it opened 14 new positions, sold out of 2, added to 80 and reduced 29. The biggest buy was a new position in iShares Russell Mid-Cap Valu (IWS) and the biggest sale Pepsico (PEP, shares −28%).

Most Recent 13F
Q2 2026
Location
SHREVEPORT, LA
CIK
0001965772
Portfolio Value
$537.8M (Q3 2025)
SEC Filing
0001951757-25-001389 ↗ filed Nov 12, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $397.0M Q1 2024 Q2 2024: $401.1M Q2 2024 Q3 2024: $436.7M Q3 2024 Q4 2024: $458.7M Q4 2024 Q1 2025: $448.8M Q1 2025 Q2 2025: $486.7M Q2 2025 Q3 2025: $537.8M $537.8M Q3 2025 Q4 2025: $536.0M Q4 2025 Q1 2026: $548.7M Q1 2026 Q2 2026: $625.8M Q2 2026

Holdings 151 stocks · $537.8M
IVW iShares S&P 500 Growth ETF 7.50% 334,164 $40.3M Reduce -0.1%
AAPL Apple Inc. 3.46% 72,999 $18.6M Add +0.0%
WMT Walmart Inc. 3.32% 172,981 $17.8M Reduce -0.3%
MSFT Microsoft Corp. 3.26% 33,880 $17.5M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.93% 75,554 $15.8M Add +0.1%
IWO iShares Russell 2000 Growth 2.69% 45,191 $14.5M Add +1.2%
IWP iShares Russell Mid-Cap Grow 2.61% 98,695 $14.1M Add +0.3%
AGG iShares Core U.S. Aggregate 2.23% 119,407 $12.0M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.22% 17,910 $11.9M Add +0.1%
CVX Chevron Corp. 2.22% 76,792 $11.9M Add +5.9%
RTX RTX Corp. 2.09% 67,154 $11.2M Reduce -0.5%
DIVI Franklin International Core 1.76% 253,095 $9.4M Add +1.4%
IVE iShares S&P 500 Value ETF 1.73% 44,998 $9.3M Add +1.0%
CAH Cardinal Health Inc. 1.70% 58,413 $9.2M Reduce -0.5%
AMZN Amazon.com Inc. 1.63% 39,886 $8.8M Reduce -0.1%
XMMO Invesco S&P Midcap Momentum 1.53% 60,954 $8.2M Add +1.7%
VIOG Vanguard S&P SM Cap 600 GRW 1.47% 65,045 $7.9M Reduce -0.9%
IJJ iShares S&P Mid-Cap 400 Valu 1.43% 59,111 $7.7M Add +0.0%
PRU Prudential Financial Inc. 1.42% 73,760 $7.7M Reduce -0.3%
NOBL Proshares S&P 500 Dividend A 1.40% 73,114 $7.5M Add +2.5%
EMR Emerson Electric Co. 1.35% 55,178 $7.2M Reduce -0.5%
RJF Raymond James Financial Inc. 1.30% 40,440 $7.0M No change
XOM Exxon Mobil Corp. 1.29% 61,717 $7.0M Add +0.9%
CLS Celestica Inc. 1.29% 28,137 $6.9M Reduce -9.0%
BRK.B Berkshire Hathaway Inc. Class B 1.24% 13,265 $6.7M Add +8.0%
AFL Aflac Inc. 1.20% 57,572 $6.4M Add +0.1%
USB US Bancorp 1.18% 131,679 $6.4M Add +0.7%
LOW Lowe's Cos Inc. 1.13% 24,121 $6.1M Add +0.0%
VNQ Vanguard Real Estate ETF 1.10% 64,658 $5.9M Add +0.4%
MCD McDonald's Corp. 1.09% 19,208 $5.8M Add +0.8%
TSLA Tesla Inc. 1.05% 12,654 $5.6M Add +1.6%
ADP Automatic Data Processing 1.01% 18,464 $5.4M Add +0.0%
DVY iShares Select Dividend ETF 1.00% 38,022 $5.4M Add +1.9%
VFH Vanguard Financials ETF 0.99% 40,627 $5.3M Add +0.3%
JNJ Johnson & Johnson 0.99% 28,680 $5.3M Add +1.9%
PEP Pepsico Inc. 0.96% 36,798 $5.2M Reduce -28.0%
APP AppLovin Corp. Class A 0.95% 7,113 $5.1M Reduce -10.4%
ABBV Abbvie Inc. 0.94% 21,748 $5.0M Add +0.1%
CAT Caterpillar Inc. 0.91% 10,226 $4.9M Reduce -0.6%
O Realty Income Corp. 0.90% 80,037 $4.9M Add +1.6%
SYY Sysco Corp. 0.90% 58,835 $4.8M Reduce -0.1%
ALL Allstate Corp. 0.86% 21,553 $4.6M Add +0.2%
BNDX Vanguard Total Intl Bond ETF 0.81% 87,788 $4.3M Reduce -1.4%
JPM JPMorgan Chase & Co. 0.78% 13,286 $4.2M Add +0.2%
FDX FedEx Corp. 0.76% 17,383 $4.1M Add +2.9%
CB Chubb Ltd. 0.74% 14,159 $4.0M Add +0.9%
WFC Wells Fargo & Co. 0.74% 47,448 $4.0M Reduce -0.0%
EEMV iShares MSCI Emg MKT Min Vol 0.74% 62,163 $4.0M No change
STRL Sterling Infrastructure Inc. 0.71% 11,315 $3.8M Reduce -4.4%
GOOG Alphabet Inc. Class C 0.68% 14,950 $3.6M Reduce -0.1%
ADM Archer-Daniels-Midland Co. 0.64% 57,578 $3.4M Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.62% 28,947 $3.3M Add +2.7%
REGL Prshrs S&P Mid 400 DVD Arist 0.61% 38,516 $3.3M Add +0.1%
PG The Procter & Gamble Co. 0.55% 19,082 $2.9M Add +3.9%
GOOGL Alphabet Inc. Class A 0.54% 11,924 $2.9M Reduce -0.2%
VWO Vanguard Ftse Emerging Marke 0.53% 52,233 $2.8M Reduce -1.4%
ETN Eaton Corp. PLC 0.52% 7,488 $2.8M Reduce -0.5%
CSCO Cisco Systems Inc. 0.50% 39,367 $2.7M Add +1.7%
ABNB Airbnb Inc. Class A 0.49% 21,872 $2.7M Add +4.1%
VZ Verizon Communications Inc. 0.48% 58,913 $2.6M Add +4.3%
IWS iShares Russell Mid-Cap Valu 0.48% 18,311 $2.6M New
ROP Roper Technologies Inc. 0.47% 5,073 $2.5M Add +6.8%
IWN iShares Russell 2000 Value E 0.46% 14,049 $2.5M Add +487.3%
BMY Bristol-Myers Squibb Co. 0.44% 52,252 $2.4M Add +9.5%
T AT&T Inc. 0.43% 82,194 $2.3M Add +0.1%
PKG Packaging Corp. of America 0.42% 10,479 $2.3M Add +1.5%
OKTA Okta Inc. 0.42% 24,554 $2.3M Add +5.5%
SKYW Skywest Inc. 0.41% 21,976 $2.2M Add +3.5%
MRK Merck & Co. Inc. 0.41% 26,013 $2.2M Add +2.2%
VTI VG Morningstar TS MKT ETF-US 0.41% 6,641 $2.2M New
IJS iShares S&P Small-Cap 600 Va 0.40% 19,316 $2.1M New
KO The Coca-Cola Co. 0.37% 30,253 $2.0M Add +2.2%
LNT Alliant Energy Corp. 0.37% 29,392 $2.0M Add +2.4%
MFC Manulife Financial Corp. 0.36% 62,570 $1.9M Add +4.8%
GRBK Green Brick Partners Inc. 0.35% 25,562 $1.9M Add +3.1%
WLDN Willdan Group Inc. 0.35% 19,486 $1.9M New
CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A 0.34% 101,749 $1.8M Add +3.8%
SO The Southern Co. 0.34% 19,317 $1.8M Reduce -7.4%
BX Blackstone Inc. 0.33% 10,400 $1.8M Add +0.9%
BSM Black Stone Minerals LP 0.33% 135,162 $1.8M Reduce -10.0%
PAYX Paychex Inc. 0.32% 13,549 $1.7M Add +2.8%
RGA Reinsurance Group of America 0.32% 8,883 $1.7M Add +8.6%
CRM Salesforce Inc. 0.31% 7,073 $1.7M Add +11.1%
PYPL PayPal Holdings Inc. 0.30% 24,005 $1.6M Add +12.4%
KGC Kinross Gold Corp. 0.27% 59,499 $1.5M New
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.27% 20,317 $1.5M Add +16.1%
LRN Stride Inc. 0.27% 9,810 $1.5M Add +22.3%
NVDA Nvidia Corp. 0.26% 7,596 $1.4M Reduce -1.4%
ETR Entergy Corp. 0.26% 14,934 $1.4M Reduce -15.7%
DUK Duke Energy Corp. 0.26% 11,224 $1.4M No change
GPC Genuine Parts Co. 0.25% 9,533 $1.3M Add +3.6%
KMB Kimberly-Clark Corp. 0.24% 10,563 $1.3M Add +5.3%
HPQ HP Inc. 0.24% 47,373 $1.3M Add +3.2%
TGT Target Corp. 0.24% 14,266 $1.3M Add +2.8%
DRI Darden Restaurants Inc. 0.22% 6,216 $1.2M Add +3.7%
ET Energy Transfer LP 0.19% 60,131 $1.0M No change
VOO Vanguard S&P 500 ETF 0.19% 1,653 $1.0M Add +13.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 3,392 $957K Add +1.0%
HD Home Depot Inc. 0.17% 2,269 $919K Add +0.0%
IVV iShares Core S&P 500 ETF 0.16% 1,309 $876K No change

Show all 151 holdings

Portfolio Sells Q2 2025 → Q3 2025
PEP Pepsico Inc. Reduce -28.0% 0.96% −0.43
CAH Cardinal Health Inc. Reduce -0.5% 1.70% −0.32
ITRN Ituran Location and Control Sold out 0.00% −0.28
AGG iShares Core U.S. Aggregate Reduce -1.0% 2.23% −0.23
PRU Prudential Financial Inc. Reduce -0.3% 1.42% −0.21
MSFT Microsoft Corp. Reduce -0.2% 3.26% −0.21
EMR Emerson Electric Co. Reduce -0.5% 1.35% −0.17
AMZN Amazon.com Inc. Reduce -0.1% 1.63% −0.17
WMT Walmart Inc. Reduce -0.3% 3.32% −0.17
BNDX Vanguard Total Intl Bond ETF Reduce -1.4% 0.81% −0.10
BSM Black Stone Minerals LP Reduce -10.0% 0.33% −0.07
VIOG Vanguard S&P SM Cap 600 GRW Reduce -0.9% 1.47% −0.07
IVW iShares S&P 500 Growth ETF Reduce -0.1% 7.50% −0.07
SO The Southern Co. Reduce -7.4% 0.34% −0.05
ETR Entergy Corp. Reduce -15.7% 0.26% −0.04
WFC Wells Fargo & Co. Reduce -0.0% 0.74% −0.04
ETN Eaton Corp. PLC Reduce -0.5% 0.52% −0.03
SYY Sysco Corp. Reduce -0.1% 0.90% −0.02
CLF Cleveland-Cliffs Inc. Sold out 0.00% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -1.4% 0.53% −0.01
GBTC Grayscale Bitcoin Trust ETF Reduce -1.7% 0.07% −0.00
EEM iShares MSCI Emerging Market Reduce -4.2% 0.08% −0.00
NVDA Nvidia Corp. Reduce -1.4% 0.26% +0.01
ADM Archer-Daniels-Midland Co. Reduce -0.1% 0.64% +0.01
RTX RTX Corp. Reduce -0.5% 2.09% +0.06
CAT Caterpillar Inc. Reduce -0.6% 0.91% +0.09
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.54% +0.11
GOOG Alphabet Inc. Class C Reduce -0.1% 0.68% +0.13
STRL Sterling Infrastructure Inc. Reduce -4.4% 0.71% +0.15
CLS Celestica Inc. Reduce -9.0% 1.29% +0.30
APP AppLovin Corp. Class A Reduce -10.4% 0.95% +0.38

Portfolio Buys Q2 2025 → Q3 2025
IWS iShares Russell Mid-Cap Valu New 0.48% +0.48
VTI VG Morningstar TS MKT ETF-US New 0.41% +0.41
IJS iShares S&P Small-Cap 600 Va New 0.40% +0.40
IWN iShares Russell 2000 Value E Add +487.3% 0.46% +0.38
AAPL Apple Inc. Add +0.0% 3.46% +0.38
WLDN Willdan Group Inc. New 0.35% +0.35
KGC Kinross Gold Corp. New 0.27% +0.27
TSLA Tesla Inc. Add +1.6% 1.05% +0.23
VGT Vanguard Info Tech ETF New 0.13% +0.13
ABBV Abbvie Inc. Add +0.1% 0.94% +0.11
JNJ Johnson & Johnson Add +1.9% 0.99% +0.11
UNH Unitedhealth Group Inc. New 0.10% +0.10
CVX Chevron Corp. Add +5.9% 2.22% +0.08
VHT Vanguard Health Care ETF New 0.08% +0.08
IWO iShares Russell 2000 Growth Add +1.2% 2.69% +0.07
VYM Vanguard High DVD Yield ETF New 0.06% +0.06
WDC Western Digital Corp. New 0.05% +0.05
WRBY Warby Parker Inc. Class A New 0.04% +0.04
TJX TJX Companies Inc. New 0.04% +0.04
GM General Motors Co. New 0.04% +0.04
PSX Phillips 66 New 0.04% +0.04
BTC Grayscale Bitcoin Mini ETF Add +41.6% 0.14% +0.04
OKE Oneok Inc. Add +107.6% 0.09% +0.04
VEU Vanguard Ftse All-World Ex-U Add +44.0% 0.12% +0.03
LRN Stride Inc. Add +22.3% 0.27% +0.03
GRBK Green Brick Partners Inc. Add +3.1% 0.35% +0.03
LOW Lowe's Cos Inc. Add +0.0% 1.13% +0.03
PKG Packaging Corp. of America Add +1.5% 0.42% +0.03
VOO Vanguard S&P 500 ETF Add +13.8% 0.19% +0.02
NTLA Intellia Therapeutics Inc. Add +1.1% 0.05% +0.02
GPC Genuine Parts Co. Add +3.6% 0.25% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +8.0% 1.24% +0.01
BX Blackstone Inc. Add +0.9% 0.33% +0.01
LNT Alliant Energy Corp. Add +2.4% 0.37% +0.01
ORCL Oracle Corp. Add +0.1% 0.07% +0.01
HPQ HP Inc. Add +3.2% 0.24% +0.01
PFE Pfizer Inc. Add +13.7% 0.09% +0.01
SLVM Sylvamo Corp. Add +38.6% 0.06% +0.01
MPC Marathon Petroleum Corp. Add +0.2% 0.11% +0.01
IJR iShares Core S&P Small-Cap E Add +5.1% 0.06% +0.00
HD Home Depot Inc. Add +0.0% 0.17% +0.00
BAC Bank of America Corp. Add +0.3% 0.11% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.5% 0.07% −0.00
STLA Stellantis NV Add +4.3% 0.02% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +1.4% 0.13% −0.00
RCL Royal Caribbean Cruises Ltd. Add +2.0% 0.14% −0.01
MRK Merck & Co. Inc. Add +2.2% 0.41% −0.01
WM Waste Management Inc. Add +0.3% 0.06% −0.01
JPM JPMorgan Chase & Co. Add +0.2% 0.78% −0.01
DVY iShares Select Dividend ETF Add +1.9% 1.00% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$625.8MIVW, AAPL, IWO, VBR, WMT
Q1 2026 154$548.7MIVW, WMT, AAPL, VBR, CVX
Q4 2025 153$536.0MIVW, AAPL, WMT, MSFT, VBR
Q3 2025 151$537.8MIVW, AAPL, WMT, MSFT, VBR
Q2 2025 139$486.7MIVW, WMT, MSFT, AAPL, VBR
Q1 2025 128$448.8MIVW, AAPL, WMT, VBR, MSFT
Q4 2024 129$458.7MIVW, AAPL, WMT, VBR, MSFT
Q3 2024 123$436.7MIVW, AAPL, VBR, MSFT, WMT
Q2 2024 122$401.1MIVW, AAPL, MSFT, VBR, WMT
Q1 2024 121$397.0MIVW, VBR, MSFT, AAPL, IWO