Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $538 Billion
  • Q3 2025

Lmg Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $538 Billion distributed in 151 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 $40.3B, Apple Inc. with a value of $18.6B, Walmart Inc. with a value of $17.8B, Microsoft Corp with a value of $17.5B, and Vanguard Small Cap Value ETF with a value of $15.8B.

Examining the 13F form we can see an increase of $51.1B in the current position value, from $487B to 538B.

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 $538 Billion
ETFs: $207 Billion
Financial Services: $58.8 Billion
Technology: $54.3 Billion
Industrials: $51.7 Billion
Consumer Defensive: $40.6 Billion
Consumer Cyclical: $39 Billion
Healthcare: $26.4 Billion
Energy: $23 Billion
Other: $29.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.3 Billion 7.5% of portfolio
334,164
Q3 2025 Reduced 0.11%
$4.3T
$18.6 Billion 3.46% of portfolio
72,999
Q3 2025 Added 0.04%
$279B
$17.8 Billion 3.32% of portfolio
172,981
Q3 2025 Reduced 0.26%
$3.78T
$17.5 Billion 3.26% of portfolio
33,880
Q3 2025 Reduced 0.23%
$0
$15.8 Billion 2.93% of portfolio
75,554
Q3 2025 Added 0.14%
$0
$14.5 Billion 2.69% of portfolio
45,191
Q3 2025 Added 1.16%
$0
$14.1 Billion 2.61% of portfolio
98,695
Q3 2025 Added 0.3%
$0
$12 Billion 2.23% of portfolio
119,407
Q3 2025 Reduced 0.97%
$303B
$11.9 Billion 2.22% of portfolio
76,792
Q3 2025 Added 5.9%
$0
$11.9 Billion 2.22% of portfolio
17,910
Q3 2025 Added 0.06%
$258B
$11.2 Billion 2.09% of portfolio
67,154
Q3 2025 Reduced 0.52%
$0
$9.44 Billion 1.76% of portfolio
253,095
Q3 2025 Added 1.37%
$0
$9.29 Billion 1.73% of portfolio
44,998
Q3 2025 Added 1.01%
$53.8B
$9.17 Billion 1.7% of portfolio
58,413
Q3 2025 Reduced 0.51%
$2.39T
$8.76 Billion 1.63% of portfolio
39,886
Q3 2025 Reduced 0.06%
$0
$8.24 Billion 1.53% of portfolio
60,954
Q3 2025 Added 1.71%
$0
$7.67 Billion 1.43% of portfolio
59,111
Q3 2025 Added 0.0%
$39.9B
$7.65 Billion 1.42% of portfolio
73,760
Q3 2025 Reduced 0.25%
$0
$7.54 Billion 1.4% of portfolio
73,114
Q3 2025 Added 2.54%
$75.4B
$7.24 Billion 1.35% of portfolio
55,178
Q3 2025 Reduced 0.47%
$34.1B
$6.98 Billion 1.3% of portfolio
40,440
Q2 2025 Added 0.87%
Celestica Inc
-
$6.93 Billion 1.29% of portfolio
-
Q3 2025 Reduced 8.97%
$490B
$6.96 Billion 1.29% of portfolio
61,717
Q3 2025 Added 0.95%
$662B
$6.67 Billion 1.24% of portfolio
13,265
Q3 2025 Added 7.95%
$72.3B
$6.43 Billion 1.2% of portfolio
57,572
Q3 2025 Added 0.09%
$67.6B
$6.36 Billion 1.18% of portfolio
131,679
Q3 2025 Added 0.66%
$140B
$6.06 Billion 1.13% of portfolio
24,121
Q3 2025 Added 0.02%
$0
$5.91 Billion 1.1% of portfolio
64,658
Q3 2025 Added 0.37%
$224B
$5.84 Billion 1.09% of portfolio
19,208
Q3 2025 Added 0.79%
$1.29T
$5.63 Billion 1.05% of portfolio
12,654
Q3 2025 Added 1.65%
$104B
$5.42 Billion 1.01% of portfolio
18,464
Q3 2025 Added 0.01%
$0
$5.4 Billion 1.0% of portfolio
38,022
Q3 2025 Added 1.86%
$0
$5.33 Billion 0.99% of portfolio
40,627
Q3 2025 Added 0.33%
$522B
$5.32 Billion 0.99% of portfolio
28,680
Q3 2025 Added 1.93%
$204B
$5.17 Billion 0.96% of portfolio
36,798
Q3 2025 Reduced 28.04%
$163B
$5.11 Billion 0.95% of portfolio
7,113
Q3 2025 Reduced 10.43%
$414B
$5.04 Billion 0.94% of portfolio
21,748
Q3 2025 Added 0.12%
$291B
$4.88 Billion 0.91% of portfolio
10,226
Q3 2025 Reduced 0.55%
$35.1B
$4.87 Billion 0.9% of portfolio
80,037
Q3 2025 Added 1.58%
$37.9B
$4.84 Billion 0.9% of portfolio
58,835
Q3 2025 Reduced 0.14%
$57.9B
$4.63 Billion 0.86% of portfolio
21,553
Q3 2025 Added 0.16%
$0
$4.34 Billion 0.81% of portfolio
87,788
Q3 2025 Reduced 1.35%
$881B
$4.19 Billion 0.78% of portfolio
13,286
Q3 2025 Added 0.16%
$68.9B
$4.1 Billion 0.76% of portfolio
17,383
Q3 2025 Added 2.86%
$317B
$3.98 Billion 0.74% of portfolio
47,448
Q3 2025 Reduced 0.03%
$0
$3.97 Billion 0.74% of portfolio
62,163
Q2 2025 Reduced 0.65%
$123B
$4 Billion 0.74% of portfolio
14,159
Q3 2025 Added 0.91%
$10.3B
$3.84 Billion 0.71% of portfolio
11,315
Q3 2025 Reduced 4.43%
$1.74T
$3.64 Billion 0.68% of portfolio
14,950
Q3 2025 Reduced 0.15%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $538 Billion
  • Prior Value $487 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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