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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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