Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $487 Billion
  • Q2 2025

Lmg Wealth Partners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $487 Billion distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $36.8B, Walmart Inc. with a value of $17B, Microsoft Corp with a value of $16.9B, Apple Inc. with a value of $15B, and Vanguard Small Cap Value ETF with a value of $14.7B.

Examining the 13F form we can see an increase of $37.9B in the current position value, from $449B to 487B.

Lmg Wealth Partners, LLC is based out at Shreveport, LA

Below you can find more details about Lmg Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Billion
ETFs: $184 Billion
Financial Services: $55.6 Billion
Technology: $48.6 Billion
Industrials: $46.9 Billion
Consumer Defensive: $40.4 Billion
Consumer Cyclical: $35.2 Billion
Healthcare: $23.7 Billion
Energy: $20.8 Billion
Other: $25.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.6B
$1.91 Billion 0.39% of portfolio
59,696
Q2 2025 Added 3.09%
$99.8B
$1.92 Billion 0.39% of portfolio
20,865
Q2 2025 Added 5.91%
$47.7B
$1.92 Billion 0.39% of portfolio
13,183
Q2 2025 Added 5.33%
$16B
$1.73 Billion 0.36% of portfolio
28,691
Q2 2025 Added 0.2%
$242B
$1.74 Billion 0.36% of portfolio
6,364
Q2 2025 Added 4.05%
$4.76B
$1.64 Billion 0.34% of portfolio
17,500
Q2 2025 Added 4.72%
$12.5B
$1.62 Billion 0.33% of portfolio
8,183
Q2 2025 Added 3.58%
$79.4B
$1.59 Billion 0.33% of portfolio
21,356
Q2 2025 Added 7.56%
$130B
$1.54 Billion 0.32% of portfolio
10,305
Q2 2025 Added 9.07%
$2.57B
$1.56 Billion 0.32% of portfolio
24,798
Q2 2025 Added 6.41%
$17.9B
$1.47 Billion 0.3% of portfolio
17,714
Q2 2025 Added 0.02%
$742M
$1.35 Billion 0.28% of portfolio
34,962
Q2 2025 Added 10.34%
$40.9B
$1.37 Billion 0.28% of portfolio
13,884
Q2 2025 Added 26.54%
$25.6B
$1.31 Billion 0.27% of portfolio
5,996
Q2 2025 Added 18.71%
$93.2B
$1.32 Billion 0.27% of portfolio
11,224
Q1 2025 Reduced 1.18%
$42.4B
$1.29 Billion 0.27% of portfolio
10,033
Q2 2025 New
$5.96B
$1.16 Billion 0.24% of portfolio
8,023
Q2 2025 New
$28.9B
$1.12 Billion 0.23% of portfolio
45,907
Q2 2025 Added 34.16%
$19.7B
$1.12 Billion 0.23% of portfolio
9,198
Q2 2025 Added 33.79%
$54.1B
$1.09 Billion 0.22% of portfolio
60,131
Q2 2025 Reduced 0.02%
$232B
$990 Million 0.2% of portfolio
3,357
Q2 2025 Added 0.42%
$427B
$832 Million 0.17% of portfolio
2,268
Q2 2025 Added 0.04%
$82.4B
$703 Million 0.14% of portfolio
2,244
Q2 2025 Added 13.79%
$6.73B
$701 Million 0.14% of portfolio
3,888
Q2 2025 Added 9.21%
$412B
$548 Million 0.11% of portfolio
11,580
Q2 2025 Added 0.22%
$99.5B
$505 Million 0.1% of portfolio
689
Q4 2022 New
$92.1B
$488 Million 0.1% of portfolio
2,940
Q2 2025 Added 0.2%
$55.3B
$425 Million 0.09% of portfolio
4,096
Q4 2024 Added 36.53%
$135B
$405 Million 0.08% of portfolio
16,705
Q1 2025 Reduced 0.62%
$140B
$375 Million 0.08% of portfolio
1,360
Q3 2024 Added 900.0%
$80.3B
$371 Million 0.08% of portfolio
100
Q4 2022 New
$61.4B
$341 Million 0.07% of portfolio
3,382
Q2 2025 Added 1.14%
$4.57B
$339 Million 0.07% of portfolio
3,400
Q1 2024 New
$88.5B
$350 Million 0.07% of portfolio
1,528
Q2 2025 Added 0.33%
$63.5B
$359 Million 0.07% of portfolio
4,235
Q2 2025 Reduced 44.36%
$71.5B
$300 Million 0.06% of portfolio
1,217
Q4 2023 New
$235B
$281 Million 0.06% of portfolio
2,067
Q2 2025 Reduced 4.35%
$813B
$277 Million 0.06% of portfolio
1,267
Q2 2025 New
$68.9B
$248 Million 0.05% of portfolio
7,613
Q4 2023 Reduced 3.33%
$32.6B
$266 Million 0.05% of portfolio
3,254
Q2 2025 New
$138B
$223 Million 0.05% of portfolio
3,219
Q1 2024 New
$1.75T
$258 Million 0.05% of portfolio
349
Q1 2025 Added 1.75%
$86.6B
$254 Million 0.05% of portfolio
1,194
Q2 2025 New
$1.96B
$260 Million 0.05% of portfolio
5,181
Q2 2025 New
$59.4B
$220 Million 0.05% of portfolio
1,366
Q4 2024 New
$177B
$261 Million 0.05% of portfolio
1,258
Q4 2024 Reduced 0.71%
$89.3B
$251 Million 0.05% of portfolio
860
Q4 2023 New
$128B
$230 Million 0.05% of portfolio
1,097
Q2 2025 New
$58.1B
$206 Million 0.04% of portfolio
628
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $487 Billion
  • Prior Value $449 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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