LMG Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LMG Wealth Partners, LLC 13F Holdings
CIK 0001965772 · SHREVEPORT, LA
As of Sep 30, 2025, LMG Wealth Partners, LLC reported
151 positions worth $537.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 334,164 | $40.3M | 7.50% |
| APPLE INC | AAPL | Technology | 72,999 |
|
8.6M3.46% |
| WALMART INC | WMT | Consumer Defensive | 172,981 |
7.8M | 3.32% |
| MICROSOFT CORP | MSFT | Technology | 33,880 |
7.5M | 3.26% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 75,554 |
5.8M | 2.93% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 45,191 |
4.5M | 2.69% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 98,695 |
4.1M | 2.61% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 119,407 |
2.0M | 2.23% |
| SPDR S&P 500 ETF TRUST | SPY | — | 17,910 |
1.9M | 2.22% |
| CHEVRON CORP | CHV | Energy | 76,792 |
1.9M | 2.22% |
| RTX CORP | RTX | Equity | 67,154 |
1.2M | 2.09% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF | DIVI | — | 253,095 | $9.4M | 1.76% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 44,998 | $9.3M | 1.73% |
| CARDINAL HEALTH INC | CAH | Healthcare | 58,413 | $9.2M | 1.70% |
| AMAZON.COM INC | AMZN | Equity | 39,886 | $8.8M | 1.63% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 60,954 | $8.2M | 1.53% |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | VIOG | — | 65,045 | $7.9M | 1.47% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 59,111 | $7.7M | 1.43% |
| PRUDENTIAL FINANCIAL INC | PRU | Financial Services | 73,760 | $7.7M | 1.42% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 73,114 | $7.5M | 1.40% |
| EMERSON ELECTRIC CO | EMR | Industrials | 55,178 | $7.2M | 1.35% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 40,440 | $7.0M | 1.30% |
| EXXON MOBIL CORP | XOM | Energy | 61,717 | $7.0M | 1.29% |
| CELESTICA INC | CLS | Technology | 28,137 | $6.9M | 1.29% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,265 | $6.7M | 1.24% |