LMG Wealth Partners, LLC

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

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 Q1 2026 Q2 2026: $625.8M $625.8M Q2 2026

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%
FDXF FedEx Freight Holding Co. 0.20% 8,289 $1.3M Reduce -4.3%
ET Energy Transfer LP 0.18% 60,131 $1.1M No change
EAT Brinker International Inc. 0.17% 6,148 $1.0M Add +10.1%
RCL Royal Caribbean Cruises Ltd. 0.16% 3,180 $1.0M Add +18.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 3,464 $974K No change
VGT Vanguard Info Tech ETF 0.14% 7,272 $869K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 3,831 $835K Add +0.4%
SCHW Schwab (charles) Corp. 0.13% 9,013 $832K New
OKE Oneok Inc. 0.12% 8,754 $761K No change
MPC Marathon Petroleum Corp. 0.12% 2,961 $757K Add +0.1%
VEU Vanguard Ftse All-World Ex-U 0.12% 9,018 $755K Reduce -0.2%
IJR iShares Core S&P Small-Cap E 0.11% 4,751 $705K Add +71.6%
BTC Grayscale Bitcoin Mini ETF 0.11% 26,263 $682K Add +0.3%
UNH Unitedhealth Group Inc. 0.11% 1,622 $674K Add +0.7%
PG The Procter & Gamble Co. 0.10% 4,265 $625K Add +1.0%
AVGO Broadcom Inc. 0.10% 1,618 $611K Reduce -0.1%
SLVM Sylvamo Corp. 0.09% 15,133 $572K Add +24.7%
BAC Bank of America Corp. 0.09% 9,851 $561K Reduce -14.3%
AEP American Electric Power 0.09% 4,096 $560K No change
UPS United Parcel Service Class B 0.08% 4,876 $524K Add +0.4%
MCK McKesson Corp. 0.08% 689 $521K No change
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,698 $515K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 6,208 $500K No change
VHT Vanguard Health Care ETF 0.08% 1,628 $487K Add +0.4%
IWR iShares Russell Mid-Cap ETF 0.08% 4,371 $482K New
VCSH Vanguard S/T Corp. Bond ETF 0.08% 6,092 $481K Add +10.0%
SDY SS SPDR S&P Dividend ETF 0.07% 3,018 $459K New
VIG Vanguard Dividend Apprec ETF 0.07% 1,893 $448K No change
CMI Cummins Inc. 0.07% 628 $448K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 2,258 $446K Add +0.5%
EEM iShares MSCI Emerging Market 0.07% 6,106 $418K Add +15.8%
QQQ Invesco QQQ Trust Series 1 0.06% 545 $402K Add +9.7%
PFE Pfizer Inc. 0.06% 16,294 $392K Reduce -7.3%
TXN Texas Instruments Inc. 0.06% 1,264 $377K No change
CSX CSX Corp. 0.06% 7,901 $376K Add +3.8%
GEV GE Vernova Inc. 0.06% 315 $370K No change
VYM Vanguard High DVD Yield ETF 0.06% 2,220 $351K No change
WM Waste Management Inc. 0.06% 1,549 $345K Reduce -0.1%
AZO AutoZone Inc. 0.05% 100 $320K No change
BA The Boeing Co. 0.05% 1,420 $307K Add +9.1%
XLK SS Technology Select Sector 0.05% 1,608 $306K No change
SPG Simon Property Group Inc. 0.05% 1,366 $306K No change
GD General Dynamics Corp. 0.05% 860 $305K No change
CP Canadian Pacific Kansas City 0.05% 3,361 $291K Reduce -0.1%
INTC Intel Corp. 0.05% 2,077 $290K New
NEE Nextera Energy Inc. 0.05% 3,219 $283K No change
CALM Cal-Maine Foods Inc. 0.04% 3,400 $274K No change
DE Deere & Co. 0.04% 431 $273K No change
BND Vanguard Total Bond Market 0.04% 3,645 $268K No change
AMD Advanced Micro Devices 0.04% 452 $263K New
RSG Republic Services Inc. 0.04% 1,217 $259K No change
WRBY Warby Parker Inc. Class A 0.04% 8,007 $243K New
SGOV iShares 0-3 Month Treasury B 0.04% 2,369 $238K New
PM Philip Morris International 0.04% 1,306 $236K Reduce -0.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.04% 4,225 $223K No change
COF Capital One Financial Corp. 0.04% 1,097 $220K New
F Ford Motor Co. filed as FORD MTR CO 0.03% 15,387 $214K No change
META Meta Platforms Inc. Class A 0.03% 379 $213K New
LRCX Lam Research Corp. 0.03% 480 $208K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,360 $206K Reduce -9.4%
TPR Tapestry Inc. 0.03% 1,383 $202K New
HPE Hewlett Packard Enterprise 0.03% 4,474 $202K New
NTLA Intellia Therapeutics Inc. 0.03% 11,228 $190K Reduce -6.4%
CCAP Crescent Capital BDC Inc. 0.03% 15,263 $167K Add +12.7%
KD Kyndryl Holdings Inc. 0.02% 10,000 $113K No change
STLA Stellantis NV 0.01% 12,150 $70K No change

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

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