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
$283B
$17 Billion 3.48% of portfolio
173,434
Q2 2025 Reduced 0.9%
$3.8T
$16.9 Billion 3.47% of portfolio
33,958
Q2 2025 Reduced 0.65%
$3.84T
$15 Billion 3.08% of portfolio
72,972
Q2 2025 Reduced 0.21%
$313B
$10.4 Billion 2.13% of portfolio
72,514
Q2 2025 Added 2.74%
$233B
$9.86 Billion 2.03% of portfolio
67,502
Q2 2025 Reduced 0.86%
$39B
$9.86 Billion 2.03% of portfolio
58,712
Q2 2025 Reduced 23.71%
$2.36T
$8.76 Billion 1.8% of portfolio
39,909
Q2 2025 Added 0.28%
$38.3B
$7.94 Billion 1.63% of portfolio
73,942
Q2 2025 Added 1.8%
$77.5B
$7.39 Billion 1.52% of portfolio
55,440
Q2 2025 Reduced 0.43%
$195B
$6.75 Billion 1.39% of portfolio
51,137
Q2 2025 Added 5.12%
$480B
$6.59 Billion 1.35% of portfolio
61,134
Q2 2025 Added 1.3%
$36.6B
$6.2 Billion 1.27% of portfolio
40,440
Q2 2025 Added 0.87%
$69B
$6.07 Billion 1.25% of portfolio
57,519
Q2 2025 Reduced 0.49%
$644B
$5.97 Billion 1.23% of portfolio
12,288
Q2 2025 Reduced 0.02%
$73.7B
$5.92 Billion 1.22% of portfolio
130,813
Q2 2025 Added 2.33%
$120B
$5.69 Billion 1.17% of portfolio
18,463
Q2 2025 Reduced 0.42%
$166B
$5.35 Billion 1.1% of portfolio
24,116
Q2 2025 Added 0.26%
$36.9B
$4.54 Billion 0.93% of portfolio
78,789
Q2 2025 Added 4.62%
$41.8B
$4.46 Billion 0.92% of portfolio
58,918
Q2 2025 Added 0.51%
$53.3B
$4.33 Billion 0.89% of portfolio
21,519
Q2 2025 Reduced 0.09%
$463B
$4.3 Billion 0.88% of portfolio
28,137
Q2 2025 Added 2.79%
$113B
$4.07 Billion 0.84% of portfolio
14,032
Q2 2025 Added 1.26%
$390B
$4.03 Billion 0.83% of portfolio
21,722
Q2 2025 Added 0.27%
$238B
$3.99 Billion 0.82% of portfolio
10,283
Q2 2025 Added 3.25%
$1.34T
$3.95 Billion 0.81% of portfolio
12,448
Q2 2025 Added 6.72%
$58.8B
$3.84 Billion 0.79% of portfolio
16,900
Q2 2025 Reduced 0.09%
$914B
$3.85 Billion 0.79% of portfolio
13,265
Q2 2025 Added 1.68%
$313B
$3.8 Billion 0.78% of portfolio
47,460
Q2 2025 Added 346.89%
$212B
$3.49 Billion 0.72% of portfolio
28,179
Q2 2025 Reduced 0.05%
$33.6B
$3.04 Billion 0.62% of portfolio
57,618
Q2 2025 Added 1.85%
$380B
$2.93 Billion 0.6% of portfolio
18,370
Q2 2025 Added 2.33%
$49.2B
$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%
$9.78B
$2.73 Billion 0.56% of portfolio
11,839
Q2 2025 Added 3.42%
$54B
$2.69 Billion 0.55% of portfolio
4,749
Q2 2025 Added 7.69%
$278B
$2.68 Billion 0.55% of portfolio
38,694
Q2 2025 Added 3.41%
$1.52T
$2.66 Billion 0.55% of portfolio
14,973
Q2 2025 Added 1.27%
$145B
$2.69 Billion 0.55% of portfolio
7,523
Q2 2025 Reduced 18.29%
$186B
$2.44 Billion 0.5% of portfolio
56,502
Q2 2025 Added 0.04%
$211B
$2.38 Billion 0.49% of portfolio
82,126
Q2 2025 Reduced 0.88%
$13.7B
$2.33 Billion 0.48% of portfolio
23,280
Q2 2025 Added 0.25%
$5.29B
$2.19 Billion 0.45% of portfolio
21,235
Q2 2025 Added 0.96%
$98.1B
$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%
$290B
$2.09 Billion 0.43% of portfolio
29,603
Q2 2025 Added 5.0%
$206B
$2.02 Billion 0.41% of portfolio
25,463
Q2 2025 Added 7.06%
$3.15B
$1.99 Billion 0.41% of portfolio
98,050
Q2 2025 Added 3.01%
$19.9B
$1.95 Billion 0.4% of portfolio
10,322
Q2 2025 Added 6.85%
$2.72B
$1.97 Billion 0.4% of portfolio
150,245
Q4 2024 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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