LMG Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), LMG Wealth Partners, LLC reported 154 stock positions worth $548.7 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 6.8% of the portfolio, followed by Walmart (WMT, 3.6%) and Apple (AAPL, 3.0%). Compared with Q4 2025, it opened 6 new positions, sold out of 5, added to 93 and reduced 21. The biggest buy was Chevron (CVX, shares +3%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −1%).

Most Recent 13F
Q2 2026
Location
SHREVEPORT, LA
CIK
0001965772
Portfolio Value
$548.7M (Q1 2026)
SEC Filing
0001951757-26-000637 ↗ filed Apr 17, 2026

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 Q3 2025 Q4 2025: $536.0M Q4 2025 Q1 2026: $548.7M $548.7M Q1 2026 Q2 2026: $625.8M Q2 2026

Holdings 154 stocks · $548.7M
IVW iShares S&P 500 Growth ETF 6.84% 331,826 $37.5M Reduce -0.9%
WMT Walmart Inc. 3.61% 159,337 $19.8M Reduce -0.2%
AAPL Apple Inc. 3.04% 65,829 $16.7M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.99% 75,599 $16.4M Add +0.3%
CVX Chevron Corp. 2.75% 72,858 $15.1M Add +3.5%
IWO iShares Russell 2000 Growth 2.70% 47,263 $14.8M Add +2.4%
MSFT Microsoft Corp. 2.43% 35,954 $13.3M Add +8.2%
AGG iShares Core U.S. Aggregate 2.28% 126,065 $12.5M Add +5.3%
IWP iShares Russell Mid-Cap Grow 2.25% 96,448 $12.4M Reduce -3.0%
RTX RTX Corp. 2.19% 62,269 $12.0M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.12% 17,914 $11.7M Add +0.0%
DIVI Franklin International Core 1.97% 271,192 $10.8M Add +4.3%
XOM Exxon Mobil Corp. 1.89% 61,251 $10.4M Reduce -0.7%
CAH Cardinal Health Inc. 1.86% 48,286 $10.2M Reduce -0.8%
IVE iShares S&P 500 Value ETF 1.85% 47,974 $10.1M Add +2.0%
XMMO Invesco S&P Midcap Momentum 1.58% 59,631 $8.6M Add +1.1%
NOBL Proshares S&P 500 Dividend A 1.52% 78,704 $8.3M Reduce -0.2%
IJJ iShares S&P Mid-Cap 400 Valu 1.52% 62,779 $8.3M Add +0.5%
AMZN Amazon.com Inc. 1.44% 38,031 $7.9M Add +0.7%
VIOG Vanguard S&P SM Cap 600 GRW 1.34% 59,208 $7.4M Add +0.8%
CLS Celestica Inc. 1.31% 25,437 $7.2M Reduce -2.5%
PRU Prudential Financial Inc. 1.30% 73,303 $7.2M Add +5.3%
JNJ Johnson & Johnson 1.28% 28,660 $7.0M Add +0.8%
USB US Bancorp 1.25% 131,757 $6.9M Add +3.3%
CAT Caterpillar Inc. 1.25% 9,663 $6.8M Reduce -0.4%
EMR Emerson Electric Co. 1.23% 51,323 $6.7M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.18% 13,463 $6.5M Add +0.7%
DVY iShares Select Dividend ETF 1.15% 41,653 $6.3M Add +4.6%
FDX FedEx Corp. 1.12% 17,318 $6.2M Add +0.3%
RJF Raymond James Financial Inc. 1.08% 40,886 $5.9M Add +1.1%
VNQ Vanguard Real Estate ETF 1.07% 66,389 $5.9M Add +2.3%
MCD McDonald's Corp. 1.06% 18,706 $5.8M Add +3.1%
AFL Aflac Inc. 1.05% 52,594 $5.8M Add +1.7%
PEP Pepsico Inc. 1.00% 35,421 $5.5M Add +13.8%
TSLA Tesla Inc. 0.95% 14,078 $5.2M Add +9.8%
LOW Lowe's Cos Inc. 0.94% 21,791 $5.1M Add +1.6%
ABBV Abbvie Inc. 0.91% 22,857 $5.0M Add +3.1%
VFH Vanguard Financials ETF 0.90% 40,849 $4.9M Add +3.6%
CB Chubb Ltd. 0.89% 15,008 $4.9M Add +3.8%
O Realty Income Corp. 0.89% 79,759 $4.9M Add +4.5%
BNDX Vanguard Total Intl Bond ETF 0.86% 98,054 $4.7M Add +9.1%
STRL Sterling Infrastructure Inc. 0.82% 11,115 $4.5M Reduce -0.5%
ALL Allstate Corp. 0.82% 21,786 $4.5M Add +1.1%
ADM Archer-Daniels-Midland Co. 0.76% 57,715 $4.2M Add +4.3%
EEMV iShares MSCI Emg MKT Min Vol 0.76% 64,089 $4.1M Add +5.4%
SYY Sysco Corp. 0.73% 56,326 $4.0M Add +3.4%
WFC Wells Fargo & Co. 0.72% 49,493 $3.9M Add +4.0%
JPM JPMorgan Chase & Co. 0.71% 13,331 $3.9M Add +0.2%
GOOG Alphabet Inc. Class C 0.70% 13,449 $3.9M Add +0.8%
REGL Prshrs S&P Mid 400 DVD Arist 0.67% 42,721 $3.7M Add +8.8%
ADP Automatic Data Processing 0.66% 17,868 $3.6M Add +6.4%
GOOGL Alphabet Inc. Class A 0.63% 11,933 $3.4M Add +0.2%
VZ Verizon Communications Inc. 0.60% 65,193 $3.3M Add +9.2%
BMY Bristol-Myers Squibb Co. 0.59% 52,972 $3.2M Add +12.4%
HD Home Depot Inc. 0.58% 9,673 $3.2M Add +9.6%
MRK Merck & Co. Inc. 0.55% 25,087 $3.0M Add +3.8%
ABNB Airbnb Inc. Class A 0.55% 23,841 $3.0M Add +5.0%
CSCO Cisco Systems Inc. 0.55% 38,689 $3.0M Add +2.9%
MU Micron Technology Inc. 0.53% 8,652 $2.9M Reduce -0.3%
APP AppLovin Corp. Class A 0.52% 7,155 $2.8M Add +2.8%
VWO Vanguard Ftse Emerging Marke 0.50% 50,538 $2.7M Add +0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.48% 27,422 $2.6M Add +3.9%
CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A 0.48% 103,239 $2.6M Add +0.4%
IWS iShares Russell Mid-Cap Valu 0.46% 17,142 $2.5M No change
IWN iShares Russell 2000 Value E 0.45% 13,166 $2.5M No change
ETN Eaton Corp. PLC 0.45% 6,829 $2.4M Reduce -2.6%
KO The Coca-Cola Co. 0.44% 31,667 $2.4M Add +3.9%
T AT&T Inc. 0.44% 82,729 $2.4M Add +0.6%
MFC Manulife Financial Corp. 0.42% 66,530 $2.3M Add +5.7%
IJS iShares S&P Small-Cap 600 Va 0.42% 19,316 $2.3M No change
PKG Packaging Corp. of America 0.41% 10,597 $2.2M Add +3.4%
VTI VG Morningstar TS MKT ETF-US 0.41% 6,970 $2.2M Add +5.0%
SKYW Skywest Inc. 0.40% 23,700 $2.2M Add +3.9%
OKTA Okta Inc. 0.39% 27,385 $2.2M Add +5.3%
LNT Alliant Energy Corp. 0.39% 29,994 $2.2M Add +4.6%
SO The Southern Co. 0.36% 20,650 $2.0M Add +7.6%
KGC Kinross Gold Corp. 0.36% 64,762 $2.0M Add +4.7%
NUE Nucor Corp. 0.36% 11,537 $2.0M New
GM General Motors Co. 0.34% 25,312 $1.9M Add +623.4%
INCY Incyte Corp. 0.32% 18,464 $1.7M Add +1.9%
VISN Vistance Networks Inc. 0.31% 94,825 $1.7M Add +6.2%
WLDN Willdan Group Inc. 0.31% 22,376 $1.7M Add +11.7%
PARR Par Pacific Holdings Inc. 0.31% 26,866 $1.7M Add +24.3%
BSM Black Stone Minerals LP 0.28% 101,824 $1.5M No change
DUK Duke Energy Corp. 0.27% 11,293 $1.5M Add +0.6%
ETR Entergy Corp. 0.26% 12,934 $1.5M No change
TGT Target Corp. 0.24% 11,064 $1.3M Add +33.3%
NVDA Nvidia Corp. 0.24% 7,669 $1.3M Add +0.3%
BX Blackstone Inc. 0.23% 11,162 $1.3M Add +9.3%
PAYX Paychex Inc. 0.22% 13,288 $1.2M Add +16.8%
GPC Genuine Parts Co. 0.22% 11,406 $1.2M Add +18.8%
HPQ HP Inc. 0.22% 62,694 $1.2M Add +54.9%
VOO Vanguard S&P 500 ETF 0.22% 2,007 $1.2M Add +18.8%
DRI Darden Restaurants Inc. 0.22% 6,085 $1.2M Add +12.3%
ET Energy Transfer LP 0.21% 60,131 $1.2M No change
DY Dycom Industries Inc. 0.21% 3,391 $1.1M New
KMB Kimberly-Clark Corp. 0.19% 11,018 $1.1M Add +22.9%
IVV iShares Core S&P 500 ETF 0.16% 1,309 $855K Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 3,464 $840K No change
EAT Brinker International Inc. 0.15% 5,584 $797K Add +17.5%
OKE Oneok Inc. 0.14% 8,754 $791K No change
BTC Grayscale Bitcoin Mini ETF 0.14% 26,197 $786K Add +30.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 3,816 $749K Reduce -1.0%
RCL Royal Caribbean Cruises Ltd. 0.13% 2,676 $736K Add +7.3%
MPC Marathon Petroleum Corp. 0.13% 2,957 $722K Add +0.2%
VEU Vanguard Ftse All-World Ex-U 0.12% 9,037 $679K Reduce -2.7%
VGT Vanguard Info Tech ETF 0.12% 909 $634K No change
PG The Procter & Gamble Co. 0.11% 4,222 $610K No change
MCK McKesson Corp. 0.11% 689 $596K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 11,499 $561K Reduce -2.0%
WDC Western Digital Corp. 0.10% 2,045 $553K No change
AEP American Electric Power 0.10% 4,096 $537K No change
SLVM Sylvamo Corp. 0.09% 12,133 $512K Add +40.5%
AVGO Broadcom Inc. 0.09% 1,619 $501K No change
PFE Pfizer Inc. 0.09% 17,567 $493K Reduce -2.0%
UPS United Parcel Service Class B 0.09% 4,858 $478K Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 1,552 $446K Reduce -1.3%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,698 $445K No change
VHT Vanguard Health Care ETF 0.08% 1,622 $442K Add +0.4%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 5,538 $439K New
UNH Unitedhealth Group Inc. 0.08% 1,611 $436K Add +0.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.08% 2,247 $414K Add +0.5%
VIG Vanguard Dividend Apprec ETF 0.07% 1,893 $407K Reduce -19.2%
SNDK Sandisk Corp. 0.07% 631 $401K New
WM Waste Management Inc. 0.07% 1,551 $356K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.06% 2,768 $344K Reduce -5.2%
CMI Cummins Inc. 0.06% 628 $338K No change
AZO AutoZone Inc. 0.06% 100 $338K No change
VYM Vanguard High DVD Yield ETF 0.06% 2,220 $329K No change
CSX CSX Corp. 0.06% 7,613 $313K No change
EEM iShares MSCI Emerging Market 0.05% 5,274 $300K No change
NEE Nextera Energy Inc. 0.05% 3,219 $299K No change
GD General Dynamics Corp. 0.05% 860 $295K No change
QQQ Invesco QQQ Trust Series 1 0.05% 497 $287K No change
GEV GE Vernova Inc. 0.05% 315 $275K No change
CALM Cal-Maine Foods Inc. 0.05% 3,400 $269K No change
BND Vanguard Total Bond Market 0.05% 3,645 $268K Add +2.5%
RSG Republic Services Inc. 0.05% 1,217 $267K No change
CP Canadian Pacific Kansas City 0.05% 3,364 $265K No change
BA The Boeing Co. 0.05% 1,302 $259K Add +18.1%
SPG Simon Property Group Inc. 0.05% 1,366 $255K No change
TXN Texas Instruments Inc. 0.04% 1,264 $245K No change
DE Deere & Co. 0.04% 431 $243K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,501 $240K No change
GBTC Grayscale Bitcoin Trust ETF 0.04% 4,385 $231K Add +3.4%
PM Philip Morris International 0.04% 1,315 $217K No change
XLK SS Technology Select Sector 0.04% 1,608 $214K No change
ABT Abbott Laboratories 0.04% 2,074 $213K Reduce -11.9%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.04% 4,225 $207K New
F Ford Motor Co. filed as FORD MTR CO 0.03% 15,387 $178K No change
CCAP Crescent Capital BDC Inc. 0.03% 13,548 $165K Add +17.8%
NTLA Intellia Therapeutics Inc. 0.03% 11,998 $154K Add +0.7%
KD Kyndryl Holdings Inc. 0.02% 10,000 $131K New
STLA Stellantis NV 0.02% 12,150 $86K No change

Portfolio Sells Q4 2025 → Q1 2026
IVW iShares S&P 500 Growth ETF Reduce -0.9% 6.84% −0.86
CRM Salesforce Inc. Sold out 0.00% −0.37
ROP Roper Technologies Inc. Sold out 0.00% −0.31
IWP iShares Russell Mid-Cap Grow Reduce -3.0% 2.25% −0.29
PYPL PayPal Holdings Inc. Sold out 0.00% −0.25
CLS Celestica Inc. Reduce -2.5% 1.31% −0.13
COF Capital One Financial Corp. Sold out 0.00% −0.05
ORCL Oracle Corp. Sold out 0.00% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -19.2% 0.07% −0.02
BAC Bank of America Corp. Reduce -2.0% 0.10% −0.02
ABT Abbott Laboratories Reduce -11.9% 0.04% −0.02
IVV iShares Core S&P 500 ETF Reduce -0.8% 0.16% −0.01
NOBL Proshares S&P 500 Dividend A Reduce -0.2% 1.52% −0.01
CAH Cardinal Health Inc. Reduce -0.8% 1.86% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.3% 0.08% −0.00
VEU Vanguard Ftse All-World Ex-U Reduce -2.7% 0.12% −0.00
IJR iShares Core S&P Small-Cap E Reduce -5.2% 0.06% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.0% 0.14% −0.00
PFE Pfizer Inc. Reduce -2.0% 0.09% +0.01
ETN Eaton Corp. PLC Reduce -2.6% 0.45% +0.03
RTX RTX Corp. Reduce -0.3% 2.19% +0.05
MU Micron Technology Inc. Reduce -0.3% 0.53% +0.07
STRL Sterling Infrastructure Inc. Reduce -0.5% 0.82% +0.19
CAT Caterpillar Inc. Reduce -0.4% 1.25% +0.21
WMT Walmart Inc. Reduce -0.2% 3.61% +0.29
XOM Exxon Mobil Corp. Reduce -0.7% 1.89% +0.51

Portfolio Buys Q4 2025 → Q1 2026
CVX Chevron Corp. Add +3.5% 2.75% +0.74
NUE Nucor Corp. New 0.36% +0.36
GM General Motors Co. Add +623.4% 0.34% +0.29
DY Dycom Industries Inc. New 0.21% +0.21
FDX FedEx Corp. Add +0.3% 1.12% +0.19
JNJ Johnson & Johnson Add +0.8% 1.28% +0.18
ADM Archer-Daniels-Midland Co. Add +4.3% 0.76% +0.17
PEP Pepsico Inc. Add +13.8% 1.00% +0.17
PARR Par Pacific Holdings Inc. Add +24.3% 0.31% +0.16
VZ Verizon Communications Inc. Add +9.2% 0.60% +0.14
BMY Bristol-Myers Squibb Co. Add +12.4% 0.59% +0.11
DVY iShares Select Dividend ETF Add +4.6% 1.15% +0.10
TGT Target Corp. Add +33.3% 0.24% +0.09
O Realty Income Corp. Add +4.5% 0.89% +0.09
DIVI Franklin International Core Add +4.3% 1.97% +0.08
VCSH Vanguard S/T Corp. Bond ETF New 0.08% +0.08
MRK Merck & Co. Inc. Add +3.8% 0.55% +0.08
SNDK Sandisk Corp. New 0.07% +0.07
REGL Prshrs S&P Mid 400 DVD Arist Add +8.8% 0.67% +0.06
T AT&T Inc. Add +0.6% 0.44% +0.06
XMMO Invesco S&P Midcap Momentum Add +1.1% 1.58% +0.05
HPQ HP Inc. Add +54.9% 0.22% +0.05
SO The Southern Co. Add +7.6% 0.36% +0.05
AGG iShares Core U.S. Aggregate Add +5.3% 2.28% +0.05
CB Chubb Ltd. Add +3.8% 0.89% +0.05
BNDX Vanguard Total Intl Bond ETF Add +9.1% 0.86% +0.05
LNT Alliant Energy Corp. Add +4.6% 0.39% +0.04
MPC Marathon Petroleum Corp. Add +0.2% 0.13% +0.04
KO The Coca-Cola Co. Add +3.9% 0.44% +0.04
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.04% +0.04
KGC Kinross Gold Corp. Add +4.7% 0.36% +0.04
DRI Darden Restaurants Inc. Add +12.3% 0.22% +0.03
EEMV iShares MSCI Emg MKT Min Vol Add +5.4% 0.76% +0.03
KMB Kimberly-Clark Corp. Add +22.9% 0.19% +0.02
MCD McDonald's Corp. Add +3.1% 1.06% +0.02
DUK Duke Energy Corp. Add +0.6% 0.27% +0.02
KD Kyndryl Holdings Inc. New 0.02% +0.02
VOO Vanguard S&P 500 ETF Add +18.8% 0.22% +0.02
EAT Brinker International Inc. Add +17.5% 0.15% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 2.99% +0.02
SLVM Sylvamo Corp. Add +40.5% 0.09% +0.02
PKG Packaging Corp. of America Add +3.4% 0.41% +0.02
VIOG Vanguard S&P SM Cap 600 GRW Add +0.8% 1.34% +0.01
HD Home Depot Inc. Add +9.6% 0.58% +0.01
VISN Vistance Networks Inc. Add +6.2% 0.31% +0.01
NTLA Intellia Therapeutics Inc. Add +0.7% 0.03% +0.01
CSCO Cisco Systems Inc. Add +2.9% 0.55% +0.01
DE Deere & Co. Add +0.2% 0.04% +0.01
RCL Royal Caribbean Cruises Ltd. Add +7.3% 0.13% +0.00
BA The Boeing Co. Add +18.1% 0.05% +0.00

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