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 ETFs Only

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%
$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%
$0
$8.9 Billion 1.83% of portfolio
249,684
Q2 2025 Added 2.31%
$0
$8.71 Billion 1.79% of portfolio
44,550
Q2 2025 Reduced 0.1%
$0
$7.71 Billion 1.58% of portfolio
59,927
Q2 2025 Reduced 0.26%
$0
$7.51 Billion 1.54% of portfolio
65,643
Q2 2025 Added 0.05%
$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%
$0
$5.74 Billion 1.18% of portfolio
64,418
Q2 2025 Added 0.51%
$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%
$0
$4.41 Billion 0.91% of portfolio
88,989
Q2 2025 Added 0.92%
$0
$3.14 Billion 0.64% of portfolio
38,469
Q2 2025 Reduced 0.96%
$0
$2.62 Billion 0.54% of portfolio
52,981
Q2 2025 Added 2.22%
$0
$825 Million 0.17% of portfolio
1,453
Q2 2025 New
$0
$813 Million 0.17% of portfolio
1,309
Q2 2025 New
$0
$652 Million 0.13% of portfolio
3,689
Q2 2025 Reduced 4.55%
$0
$480 Million 0.1% of portfolio
2,343
Q1 2025 Reduced 9.92%
$0
$434 Million 0.09% of portfolio
6,452
Q1 2025 Reduced 0.62%
$0
$377 Million 0.08% of portfolio
2,392
Q4 2022 New
$0
$386 Million 0.08% of portfolio
7,996
Q1 2024 Reduced 0.67%
$0
$362 Million 0.07% of portfolio
2,201
Q1 2025 Added 0.69%
$0
$274 Million 0.06% of portfolio
497
Q2 2025 Added 9.47%
$0
$312 Million 0.06% of portfolio
1,315
Q2 2025 New
$0
$302 Million 0.06% of portfolio
2,761
Q2 2025 Added 1.02%
$0
$303 Million 0.06% of portfolio
1,082
Q2 2025 New
$0
$204 Million 0.04% of portfolio
804
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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