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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$355B
$2.93 Billion 0.6% of portfolio
18,370
Q2 2025 Added 2.33%
$49.1B
$2.78 Billion 0.57% of portfolio
21,018
Q2 2025 Added 2.49%
$177B
$2.78 Billion 0.57% of portfolio
7,941
Q2 2025 Added 0.49%
$10.9B
$2.73 Billion 0.56% of portfolio
11,839
Q2 2025 Added 3.42%
$53B
$2.69 Billion 0.55% of portfolio
4,749
Q2 2025 Added 7.69%
$284B
$2.68 Billion 0.55% of portfolio
38,694
Q2 2025 Added 3.41%
$1.53T
$2.66 Billion 0.55% of portfolio
14,973
Q2 2025 Added 1.27%
$150B
$2.69 Billion 0.55% of portfolio
7,523
Q2 2025 Reduced 18.29%
$0
$2.62 Billion 0.54% of portfolio
52,981
Q2 2025 Added 2.22%
$170B
$2.44 Billion 0.5% of portfolio
56,502
Q2 2025 Added 0.04%
$187B
$2.38 Billion 0.49% of portfolio
82,126
Q2 2025 Reduced 0.88%
$13.3B
$2.33 Billion 0.48% of portfolio
23,280
Q2 2025 Added 0.25%
$5.08B
$2.19 Billion 0.45% of portfolio
21,235
Q2 2025 Added 0.96%
$92.3B
$2.21 Billion 0.45% of portfolio
47,733
Q2 2025 Added 2.12%
$1.5T
$2.1 Billion 0.43% of portfolio
11,943
Q2 2025 Added 3.51%
$292B
$2.09 Billion 0.43% of portfolio
29,603
Q2 2025 Added 5.0%
$2.91B
$1.99 Billion 0.41% of portfolio
98,050
Q2 2025 Added 3.01%
$19.2B
$1.95 Billion 0.4% of portfolio
10,322
Q2 2025 Added 6.85%
$2.61B
$1.97 Billion 0.4% of portfolio
150,245
Q4 2024 New
$59.8B
$1.91 Billion 0.39% of portfolio
59,696
Q2 2025 Added 3.09%
$107B
$1.92 Billion 0.39% of portfolio
20,865
Q2 2025 Added 5.91%
$45.6B
$1.92 Billion 0.39% of portfolio
13,183
Q2 2025 Added 5.33%
$17B
$1.73 Billion 0.36% of portfolio
28,691
Q2 2025 Added 0.2%
$246B
$1.74 Billion 0.36% of portfolio
6,364
Q2 2025 Added 4.05%
$3.4B
$1.64 Billion 0.34% of portfolio
17,500
Q2 2025 Added 4.72%
$12.6B
$1.62 Billion 0.33% of portfolio
8,183
Q2 2025 Added 3.58%
$76.4B
$1.59 Billion 0.33% of portfolio
21,356
Q2 2025 Added 7.56%
$112B
$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%
$19.5B
$1.47 Billion 0.3% of portfolio
17,714
Q2 2025 Added 0.02%
$772M
$1.35 Billion 0.28% of portfolio
34,962
Q2 2025 Added 10.34%
$41.5B
$1.37 Billion 0.28% of portfolio
13,884
Q2 2025 Added 26.54%
$22.9B
$1.31 Billion 0.27% of portfolio
5,996
Q2 2025 Added 18.71%
$98.1B
$1.32 Billion 0.27% of portfolio
11,224
Q1 2025 Reduced 1.18%
$40.4B
$1.29 Billion 0.27% of portfolio
10,033
Q2 2025 New
$453B
$1.22 Billion 0.25% of portfolio
7,708
Q2 2025 Added 9.78%
$6.05B
$1.16 Billion 0.24% of portfolio
8,023
Q2 2025 New
$28.1B
$1.12 Billion 0.23% of portfolio
45,907
Q2 2025 Added 34.16%
$18.9B
$1.12 Billion 0.23% of portfolio
9,198
Q2 2025 Added 33.79%
$51.5B
$1.09 Billion 0.22% of portfolio
60,131
Q2 2025 Reduced 0.02%
$247B
$990 Million 0.2% of portfolio
3,357
Q2 2025 Added 0.42%
$0
$825 Million 0.17% of portfolio
1,453
Q2 2025 New
$0
$813 Million 0.17% of portfolio
1,309
Q2 2025 New
$397B
$832 Million 0.17% of portfolio
2,268
Q2 2025 Added 0.04%
$76.1B
$703 Million 0.14% of portfolio
2,244
Q2 2025 Added 13.79%
$5.65B
$701 Million 0.14% of portfolio
3,888
Q2 2025 Added 9.21%
$0
$652 Million 0.13% of portfolio
3,689
Q2 2025 Reduced 4.55%
$405B
$548 Million 0.11% of portfolio
11,580
Q2 2025 Added 0.22%
$111B
$505 Million 0.1% of portfolio
689
Q4 2022 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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