LMG Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), LMG Wealth Partners, LLC reported 153 stock positions worth $536.0 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 7.7% of the portfolio, followed by Apple (AAPL, 3.3%) and Walmart (WMT, 3.3%). Compared with Q3 2025, it opened 9 new positions, sold out of 7, added to 58 and reduced 60. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Procter & Gamble (PG, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- SHREVEPORT, LA
- CIK
- 0001965772
- Portfolio Value
- $536.0M (Q4 2025)
- SEC Filing
- 0001951757-26-000338 ↗ filed Feb 2, 2026
Holdings Value
Holdings 153 stocks · $536.0M
| IVW iShares S&P 500 Growth ETF | 7.70% | 334,947 | $41.3M | Add +0.2% |
| AAPL Apple Inc. | 3.33% | 65,728 | $17.9M | Reduce -10.0% |
| WMT Walmart Inc. | 3.32% | 159,652 | $17.8M | Reduce -7.7% |
| MSFT Microsoft Corp. | 3.00% | 33,218 | $16.1M | Reduce -1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.98% | 75,342 | $16.0M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 2.78% | 46,144 | $14.9M | Add +2.1% |
| IWP iShares Russell Mid-Cap Grow | 2.54% | 99,396 | $13.6M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 17,910 | $12.2M | No change |
| AGG iShares Core U.S. Aggregate | 2.23% | 119,714 | $12.0M | Add +0.3% |
| RTX RTX Corp. | 2.14% | 62,476 | $11.5M | Reduce -7.0% |
| CVX Chevron Corp. | 2.00% | 70,422 | $10.7M | Reduce -8.3% |
| DIVI Franklin International Core | 1.89% | 260,068 | $10.1M | Add +2.8% |
| CAH Cardinal Health Inc. | 1.87% | 48,677 | $10.0M | Reduce -16.7% |
| IVE iShares S&P 500 Value ETF | 1.86% | 47,011 | $10.0M | Add +4.5% |
| AMZN Amazon.com Inc. | 1.63% | 37,764 | $8.7M | Reduce -5.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.53% | 62,459 | $8.2M | Add +5.7% |
| NOBL Proshares S&P 500 Dividend A | 1.53% | 78,849 | $8.2M | Add +7.8% |
| XMMO Invesco S&P Midcap Momentum | 1.52% | 58,972 | $8.2M | Reduce -3.3% |
| PRU Prudential Financial Inc. | 1.47% | 69,630 | $7.9M | Reduce -5.6% |
| CLS Celestica Inc. | 1.44% | 26,098 | $7.7M | Reduce -7.3% |
| XOM Exxon Mobil Corp. | 1.39% | 61,709 | $7.4M | Reduce -0.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 1.33% | 58,708 | $7.1M | Reduce -9.7% |
| USB US Bancorp | 1.27% | 127,556 | $6.8M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 13,364 | $6.7M | Add +0.8% |
| EMR Emerson Electric Co. | 1.25% | 50,521 | $6.7M | Reduce -8.4% |
| RJF Raymond James Financial Inc. | 1.21% | 40,430 | $6.5M | Reduce -0.0% |
| JNJ Johnson & Johnson | 1.10% | 28,430 | $5.9M | Reduce -0.9% |
| TSLA Tesla Inc. | 1.08% | 12,825 | $5.8M | Add +1.4% |
| VNQ Vanguard Real Estate ETF | 1.07% | 64,885 | $5.7M | Add +0.3% |
| AFL Aflac Inc. | 1.06% | 51,717 | $5.7M | Reduce -10.2% |
| DVY iShares Select Dividend ETF | 1.05% | 39,819 | $5.6M | Add +4.7% |
| CAT Caterpillar Inc. | 1.04% | 9,703 | $5.6M | Reduce -5.1% |
| MCD McDonald's Corp. | 1.03% | 18,151 | $5.5M | Reduce -5.5% |
| VFH Vanguard Financials ETF | 0.98% | 39,412 | $5.3M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.96% | 21,447 | $5.2M | Reduce -11.1% |
| ABBV Abbvie Inc. | 0.94% | 22,165 | $5.1M | Add +1.9% |
| FDX FedEx Corp. | 0.93% | 17,271 | $5.0M | Reduce -0.6% |
| APP AppLovin Corp. Class A | 0.88% | 6,962 | $4.7M | Reduce -2.1% |
| CB Chubb Ltd. | 0.84% | 14,458 | $4.5M | Add +2.1% |
| ALL Allstate Corp. | 0.84% | 21,553 | $4.5M | No change |
| PEP Pepsico Inc. | 0.83% | 31,134 | $4.5M | Reduce -15.4% |
| WFC Wells Fargo & Co. | 0.83% | 47,591 | $4.4M | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.81% | 89,891 | $4.3M | Add +2.4% |
| ADP Automatic Data Processing | 0.81% | 16,788 | $4.3M | Reduce -9.1% |
| O Realty Income Corp. | 0.80% | 76,310 | $4.3M | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.80% | 13,308 | $4.3M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.78% | 13,341 | $4.2M | Reduce -10.8% |
| SYY Sysco Corp. | 0.75% | 54,455 | $4.0M | Reduce -7.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.73% | 60,807 | $3.9M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.70% | 11,912 | $3.7M | Reduce -0.1% |
| STRL Sterling Infrastructure Inc. | 0.64% | 11,173 | $3.4M | Reduce -1.3% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.62% | 39,246 | $3.3M | Add +1.9% |
| ADM Archer-Daniels-Midland Co. | 0.59% | 55,326 | $3.2M | Reduce -3.9% |
| ABNB Airbnb Inc. Class A | 0.58% | 22,712 | $3.1M | Add +3.8% |
| HD Home Depot Inc. | 0.57% | 8,823 | $3.0M | Add +288.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 26,390 | $3.0M | Reduce -8.8% |
| CSCO Cisco Systems Inc. | 0.54% | 37,593 | $2.9M | Reduce -4.5% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 50,530 | $2.7M | Reduce -3.3% |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.50% | 102,832 | $2.7M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.47% | 24,162 | $2.5M | Reduce -7.1% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 47,106 | $2.5M | Reduce -9.8% |
| MU Micron Technology Inc. | 0.46% | 8,674 | $2.5M | New |
| VZ Verizon Communications Inc. | 0.45% | 59,695 | $2.4M | Add +1.3% |
| IWS iShares Russell Mid-Cap Valu | 0.45% | 17,142 | $2.4M | Reduce -6.4% |
| IWN iShares Russell 2000 Value E | 0.45% | 13,166 | $2.4M | Reduce -6.3% |
| SKYW Skywest Inc. | 0.43% | 22,802 | $2.3M | Add +3.8% |
| MFC Manulife Financial Corp. | 0.43% | 62,926 | $2.3M | Add +0.6% |
| OKTA Okta Inc. | 0.42% | 25,998 | $2.2M | Add +5.9% |
| ETN Eaton Corp. PLC | 0.42% | 7,011 | $2.2M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 6,641 | $2.2M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.41% | 19,316 | $2.2M | No change |
| KO The Coca-Cola Co. | 0.40% | 30,483 | $2.1M | Add +0.8% |
| PKG Packaging Corp. of America | 0.39% | 10,249 | $2.1M | Reduce -2.2% |
| WLDN Willdan Group Inc. | 0.39% | 20,026 | $2.1M | Add +2.8% |
| T AT&T Inc. | 0.38% | 82,249 | $2.0M | Add +0.1% |
| CRM Salesforce Inc. | 0.37% | 7,485 | $2.0M | Add +5.8% |
| LNT Alliant Energy Corp. | 0.35% | 28,666 | $1.9M | Reduce -2.5% |
| INCY Incyte Corp. | 0.33% | 18,125 | $1.8M | New |
| KGC Kinross Gold Corp. | 0.32% | 61,846 | $1.7M | Add +3.9% |
| SO The Southern Co. | 0.31% | 19,184 | $1.7M | Reduce -0.7% |
| ROP Roper Technologies Inc. | 0.31% | 3,728 | $1.7M | Reduce -26.5% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.30% | 89,260 | $1.6M | New |
| BX Blackstone Inc. | 0.29% | 10,216 | $1.6M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.27% | 7,649 | $1.4M | Add +0.7% |
| BSM Black Stone Minerals LP | 0.25% | 101,824 | $1.4M | Reduce -24.7% |
| PYPL PayPal Holdings Inc. | 0.25% | 23,088 | $1.3M | Reduce -3.8% |
| DUK Duke Energy Corp. | 0.25% | 11,223 | $1.3M | Reduce -0.0% |
| PAYX Paychex Inc. | 0.24% | 11,376 | $1.3M | Reduce -16.0% |
| ETR Entergy Corp. | 0.22% | 12,934 | $1.2M | Reduce -13.4% |
| GPC Genuine Parts Co. | 0.22% | 9,598 | $1.2M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,690 | $1.1M | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 3,464 | $1.0M | Add +2.1% |
| DRI Darden Restaurants Inc. | 0.19% | 5,421 | $998K | Reduce -12.8% |
| ET Energy Transfer LP | 0.18% | 60,131 | $992K | No change |
| KMB Kimberly-Clark Corp. | 0.17% | 8,969 | $905K | Reduce -15.1% |
| IVV iShares Core S&P 500 ETF | 0.17% | 1,319 | $903K | Add +0.8% |
| HPQ HP Inc. | 0.17% | 40,464 | $902K | Reduce -14.6% |
| TGT Target Corp. | 0.15% | 8,303 | $812K | Reduce -41.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.15% | 20,097 | $778K | Add +34.6% |
| PARR Par Pacific Holdings Inc. | 0.14% | 21,622 | $760K | New |
Portfolio Sells Q3 2025 → Q4 2025
| PG The Procter & Gamble Co. | Reduce -77.9% | 0.11% | −0.43 |
| GRBK Green Brick Partners Inc. | Sold out | 0.00% | −0.35 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.32 |
| QTWO Q2 Holdings Inc. | Sold out | 0.00% | −0.27 |
| LRN Stride Inc. | Sold out | 0.00% | −0.27 |
| MSFT Microsoft Corp. | Reduce -1.9% | 3.00% | −0.27 |
| CVX Chevron Corp. | Reduce -8.3% | 2.00% | −0.21 |
| ADP Automatic Data Processing | Reduce -9.1% | 0.81% | −0.20 |
| LOW Lowe's Cos Inc. | Reduce -11.1% | 0.96% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -26.5% | 0.31% | −0.16 |
| SYY Sysco Corp. | Reduce -7.4% | 0.75% | −0.15 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -9.7% | 1.33% | −0.14 |
| AFL Aflac Inc. | Reduce -10.2% | 1.06% | −0.13 |
| PEP Pepsico Inc. | Reduce -15.4% | 0.83% | −0.13 |
| AAPL Apple Inc. | Reduce -10.0% | 3.33% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -6.4% | 0.42% | −0.10 |
| O Realty Income Corp. | Reduce -4.7% | 0.80% | −0.10 |
| EMR Emerson Electric Co. | Reduce -8.4% | 1.25% | −0.10 |
| RJF Raymond James Financial Inc. | Reduce -0.0% | 1.21% | −0.09 |
| TGT Target Corp. | Reduce -41.8% | 0.15% | −0.09 |
| PAYX Paychex Inc. | Reduce -16.0% | 0.24% | −0.08 |
| BSM Black Stone Minerals LP | Reduce -24.7% | 0.25% | −0.08 |
| STRL Sterling Infrastructure Inc. | Reduce -1.3% | 0.64% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -15.1% | 0.17% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -2.1% | 0.88% | −0.08 |
| HPQ HP Inc. | Reduce -14.6% | 0.17% | −0.07 |
| DIS The Walt Disney Co. | Reduce -8.8% | 0.56% | −0.06 |
| MCD McDonald's Corp. | Reduce -5.5% | 1.03% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -3.8% | 0.25% | −0.05 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.05 |
| ADM Archer-Daniels-Midland Co. | Reduce -3.9% | 0.59% | −0.05 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.04 |
| BX Blackstone Inc. | Reduce -1.8% | 0.29% | −0.04 |
| ETR Entergy Corp. | Reduce -13.4% | 0.22% | −0.04 |
| DRI Darden Restaurants Inc. | Reduce -12.8% | 0.19% | −0.03 |
| PKG Packaging Corp. of America | Reduce -2.2% | 0.39% | −0.03 |
| SO The Southern Co. | Reduce -0.7% | 0.31% | −0.03 |
| NTLA Intellia Therapeutics Inc. | Reduce -15.8% | 0.02% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Reduce -6.4% | 0.45% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -31.1% | 0.05% | −0.02 |
| LNT Alliant Energy Corp. | Reduce -2.5% | 0.35% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.3% | 0.51% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -6.3% | 0.45% | −0.02 |
| DUK Duke Energy Corp. | Reduce -0.0% | 0.25% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -2.2% | 0.73% | −0.01 |
| VFH Vanguard Financials ETF | Reduce -3.0% | 0.98% | −0.01 |
| XMMO Invesco S&P Midcap Momentum | Reduce -3.3% | 1.52% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.6% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 1.63% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| MU Micron Technology Inc. | New | 0.46% | +0.46 |
| HD Home Depot Inc. | Add +288.9% | 0.57% | +0.40 |
| INCY Incyte Corp. | New | 0.33% | +0.33 |
| VISN Vistance Networks Inc. | New | 0.30% | +0.30 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 7.70% | +0.20 |
| CAAP Corp. America Airports SA | Add +1.1% | 0.50% | +0.16 |
| PARR Par Pacific Holdings Inc. | New | 0.14% | +0.14 |
| IVE iShares S&P 500 Value ETF | Add +4.5% | 1.86% | +0.13 |
| DIVI Franklin International Core | Add +2.8% | 1.89% | +0.13 |
| NOBL Proshares S&P 500 Dividend A | Add +7.8% | 1.53% | +0.13 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.7% | 1.53% | +0.11 |
| CB Chubb Ltd. | Add +2.1% | 0.84% | +0.10 |
| IWO iShares Russell 2000 Growth | Add +2.1% | 2.78% | +0.09 |
| WFC Wells Fargo & Co. | Add +0.3% | 0.83% | +0.09 |
| ABNB Airbnb Inc. Class A | Add +3.8% | 0.58% | +0.08 |
| MFC Manulife Financial Corp. | Add +0.6% | 0.43% | +0.06 |
| CRM Salesforce Inc. | Add +5.8% | 0.37% | +0.06 |
| KGC Kinross Gold Corp. | Add +3.9% | 0.32% | +0.05 |
| BND Vanguard Total Bond Market | New | 0.05% | +0.05 |
| DVY iShares Select Dividend ETF | Add +4.7% | 1.05% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| WLDN Willdan Group Inc. | Add +2.8% | 0.39% | +0.04 |
| UPS United Parcel Service Class B | Add +37.3% | 0.09% | +0.03 |
| CCAP Crescent Capital BDC Inc. | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +1.4% | 1.08% | +0.03 |
| OKE Oneok Inc. | Add +29.6% | 0.12% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +45.4% | 0.09% | +0.03 |
| KO The Coca-Cola Co. | Add +0.8% | 0.40% | +0.02 |
| AVGO Broadcom Inc. | Add +19.0% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.80% | +0.02 |
| EAT Brinker International Inc. | Add +4.3% | 0.13% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +29.1% | 0.08% | +0.02 |
| SLVM Sylvamo Corp. | Add +20.3% | 0.08% | +0.02 |
| SKYW Skywest Inc. | Add +3.8% | 0.43% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.19% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 1.25% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 0.20% | +0.01 |
| VHT Vanguard Health Care ETF | Add +0.6% | 0.09% | +0.01 |
| BAC Bank of America Corp. | Add +1.1% | 0.12% | +0.01 |
| ABBV Abbvie Inc. | Add +1.9% | 0.94% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.1% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.17% | +0.01 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +1.9% | 0.62% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 2.23% | +0.00 |
| BTC Grayscale Bitcoin Mini ETF | Add +34.6% | 0.15% | +0.00 |
| ABT Abbott Laboratories | Add +13.9% | 0.06% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.4% | 0.81% | +0.00 |
| NVDA Nvidia Corp. | Add +0.7% | 0.27% | +0.00 |
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 |