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
$0
$36.8 Billion 7.57% of portfolio
334,529
Q2 2025 Reduced 1.16%
$281B
$17 Billion 3.48% of portfolio
173,434
Q2 2025 Reduced 0.9%
$3.95T
$16.9 Billion 3.47% of portfolio
33,958
Q2 2025 Reduced 0.65%
$3.69T
$15 Billion 3.08% of portfolio
72,972
Q2 2025 Reduced 0.21%
$0
$14.7 Billion 3.02% of portfolio
75,446
Q2 2025 Reduced 0.03%
$0
$13.6 Billion 2.8% of portfolio
98,403
Q2 2025 Reduced 1.08%
$0
$12.8 Billion 2.62% of portfolio
44,672
Q2 2025 Reduced 0.31%
$0
$12 Billion 2.46% of portfolio
120,571
Q2 2025 Reduced 0.07%
$0
$11.1 Billion 2.27% of portfolio
17,900
Q2 2025 Added 7.93%
$302B
$10.4 Billion 2.13% of portfolio
72,514
Q2 2025 Added 2.74%
$229B
$9.86 Billion 2.03% of portfolio
67,502
Q2 2025 Reduced 0.86%
$38.3B
$9.86 Billion 2.03% of portfolio
58,712
Q2 2025 Reduced 23.71%
$0
$8.9 Billion 1.83% of portfolio
249,684
Q2 2025 Added 2.31%
$2.26T
$8.76 Billion 1.8% of portfolio
39,909
Q2 2025 Added 0.28%
$0
$8.71 Billion 1.79% of portfolio
44,550
Q2 2025 Reduced 0.1%
$39.1B
$7.94 Billion 1.63% of portfolio
73,942
Q2 2025 Added 1.8%
$0
$7.51 Billion 1.54% of portfolio
65,643
Q2 2025 Added 0.05%
$78.6B
$7.39 Billion 1.52% of portfolio
55,440
Q2 2025 Reduced 0.43%
$0
$7.3 Billion 1.5% of portfolio
59,110
Q2 2025 Added 1.49%
$0
$7.18 Billion 1.48% of portfolio
71,303
Q2 2025 Reduced 1.41%
$202B
$6.75 Billion 1.39% of portfolio
51,137
Q2 2025 Added 5.12%
$442B
$6.59 Billion 1.35% of portfolio
61,134
Q2 2025 Added 1.3%
$36.2B
$6.2 Billion 1.27% of portfolio
40,440
Q2 2025 Added 0.87%
$65.4B
$6.07 Billion 1.25% of portfolio
57,519
Q2 2025 Reduced 0.49%
$621B
$5.97 Billion 1.23% of portfolio
12,288
Q2 2025 Reduced 0.02%
$68B
$5.92 Billion 1.22% of portfolio
130,813
Q2 2025 Added 2.33%
$0
$5.74 Billion 1.18% of portfolio
64,418
Q2 2025 Added 0.51%
$124B
$5.69 Billion 1.17% of portfolio
18,463
Q2 2025 Reduced 0.42%
$222B
$5.57 Billion 1.14% of portfolio
19,057
Q2 2025 Added 2.45%
$152B
$5.35 Billion 1.1% of portfolio
24,116
Q2 2025 Added 0.26%
$0
$5.15 Billion 1.06% of portfolio
40,493
Q2 2025 Reduced 0.91%
$0
$4.96 Billion 1.02% of portfolio
37,328
Q2 2025 Reduced 1.04%
Celestica Inc
-
$4.83 Billion 0.99% of portfolio
-
Q2 2025 Reduced 0.98%
$35.6B
$4.54 Billion 0.93% of portfolio
78,789
Q2 2025 Added 4.62%
$40.9B
$4.46 Billion 0.92% of portfolio
58,918
Q2 2025 Added 0.51%
$0
$4.41 Billion 0.91% of portfolio
88,989
Q2 2025 Added 0.92%
$55.9B
$4.33 Billion 0.89% of portfolio
21,519
Q2 2025 Reduced 0.09%
$452B
$4.3 Billion 0.88% of portfolio
28,137
Q2 2025 Added 2.79%
$112B
$4.07 Billion 0.84% of portfolio
14,032
Q2 2025 Added 1.26%
$351B
$4.03 Billion 0.83% of portfolio
21,722
Q2 2025 Added 0.27%
$218B
$3.99 Billion 0.82% of portfolio
10,283
Q2 2025 Added 3.25%
$1.08T
$3.95 Billion 0.81% of portfolio
12,448
Q2 2025 Added 6.72%
$0
$3.9 Billion 0.8% of portfolio
62,163
Q2 2025 Reduced 0.65%
$60B
$3.84 Billion 0.79% of portfolio
16,900
Q2 2025 Reduced 0.09%
$859B
$3.85 Billion 0.79% of portfolio
13,265
Q2 2025 Added 1.68%
$302B
$3.8 Billion 0.78% of portfolio
47,460
Q2 2025 Added 346.89%
$207B
$3.49 Billion 0.72% of portfolio
28,179
Q2 2025 Reduced 0.05%
$0
$3.14 Billion 0.64% of portfolio
38,469
Q2 2025 Reduced 0.96%
$32.2B
$3.04 Billion 0.62% of portfolio
57,618
Q2 2025 Added 1.85%

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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