LMG Wealth Partners, LLC

CIK 0001965772 • 6 13F filings • May 2, 2025 – Aug 12, 2026

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Filer information

Filed by: LMG Wealth Partners, LLC, Chief Compliance Officer
Address: 9335 ELLERBE ROAD, SHREVEPORT, LA, 71106
Phone: (318) 506-8635
AUM: $536.0M

AUM over time

$625.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $536.0M153 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$295K	0.1%Prev: 0.1%	2,355 SH	Increased+288 SH
ABBVIE INC	COM	$5.1M	0.9%Prev: 0.9%	22,165 SH	Increased+417 SH
AFLAC INC	COM	$5.7M	1.1%Prev: 1.2%	51,717 SH	Decreased-5,855 SH
AIRBNB INC	COM CL A	$3.1M	0.6%Prev: 0.5%	22,712 SH	Increased+840 SH
ALLIANT ENERGY CORP	COM	$1.9M	0.3%Prev: 0.4%	28,666 SH	Decreased-726 SH
ALLSTATE CORP	COM	$4.5M	0.8%Prev: 0.9%	21,553 SH	Decreased
ALPHABET INC	CAP STK CL A	$3.7M	0.7%Prev: 0.5%	11,912 SH	Increased-12 SH
ALPHABET INC	CAP STK CL C	$4.2M	0.8%Prev: 0.7%	13,341 SH	Increased-1,609 SH
AMAZON COM INC	COM	$8.7M	1.6%Prev: 1.6%	37,764 SH	Decreased-2,122 SH
AMERICAN ELEC PWR CO INC	COM	$472K	0.1%Prev: 0.1%	4,096 SH	Increased
APPLE INC	COM	$17.9M	3.3%Prev: 3.5%	65,728 SH	Decreased-7,271 SH
APPLOVIN CORP	COM CL A	$4.7M	0.9%Prev: 1.0%	6,962 SH	Decreased-151 SH
ARCHER DANIELS MIDLAND CO	COM	$3.2M	0.6%Prev: 0.6%	55,326 SH	Decreased-2,252 SH
AT&T INC	COM	$2.0M	0.4%Prev: 0.4%	82,249 SH	Decreased+55 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.3M	0.8%Prev: 1.0%	16,788 SH	Decreased-1,676 SH
AUTOZONE INC	COM	$339K	0.1%Prev: 0.1%	100 SH	Decreased
BANK AMERICA CORP	COM	$646K	0.1%Prev: 0.1%	11,739 SH	Increased+128 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.7M	1.3%Prev: 1.2%	13,364 SH	Increased+99 SH
BLACK STONE MINERALS L P	COM UNIT	$1.4M	0.3%Prev: 0.3%	101,824 SH	Decreased-33,338 SH
BLACKSTONE INC	COM	$1.6M	0.3%Prev: 0.3%	10,216 SH	Decreased-184 SH
BOEING CO	COM	$239K	0.0%Prev: 0.0%	1,102 SH	Increased+5 SH
BRINKER INTL INC	COM	$682K	0.1%Prev: 0.1%	4,753 SH	Increased+195 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.5M	0.5%Prev: 0.4%	47,106 SH	Increased-5,146 SH
BROADCOM INC	COM	$560K	0.1%Prev: 0.1%	1,619 SH	Increased+259 SH
CAL MAINE FOODS INC	COM NEW	$271K	0.1%Prev: 0.1%	3,400 SH	Decreased
CANADIAN PACIFIC KANSAS CITY	COM	$248K	0.0%Prev: 0.0%	3,364 SH	Decreased+3 SH
CAPITAL ONE FINL CORP	COM	$264K	0.0%Prev: 0.0%	1,090 SH	Increased-104 SH
CARDINAL HEALTH INC	COM	$10.0M	1.9%Prev: 1.7%	48,677 SH	Increased-9,736 SH
CATERPILLAR INC	COM	$5.6M	1.0%Prev: 0.9%	9,703 SH	Increased-523 SH
CELESTICA INC	COM	$7.7M	1.4%Prev: 1.3%	26,098 SH	Increased-2,039 SH
CHEVRON CORP NEW	COM	$10.7M	2.0%Prev: 2.2%	70,422 SH	Decreased-6,370 SH
CHUBB LIMITED	COM	$4.5M	0.8%Prev: 0.7%	14,458 SH	Increased+299 SH
CISCO SYS INC	COM	$2.9M	0.5%Prev: 0.5%	37,593 SH	Increased-1,774 SH
COCA COLA CO	COM	$2.1M	0.4%Prev: 0.4%	30,483 SH	Increased+230 SH
COMMSCOPE HLDG CO INC	COM	$1.6M	0.3%	89,260 SH	New
CORPORACION AMER ARPTS S A	COM	$2.7M	0.5%Prev: 0.3%	102,832 SH	Increased+1,083 SH
CRESCENT CAP BDC INC	COM	$162K	0.0%	11,500 SH	New
CSX CORP	COM	$276K	0.1%Prev: 0.1%	7,613 SH	Increased
CUMMINS INC	COM	$321K	0.1%Prev: 0.0%	628 SH	Increased
DARDEN RESTAURANTS INC	COM	$998K	0.2%Prev: 0.2%	5,421 SH	Decreased-795 SH
DEERE & CO	COM	$200K	0.0%	430 SH	New
DISNEY WALT CO	COM	$3.0M	0.6%Prev: 0.6%	26,390 SH	Decreased-2,557 SH
DUKE ENERGY CORP NEW	COM NEW	$1.3M	0.2%Prev: 0.3%	11,223 SH	Decreased-1 SH
EATON CORP PLC	SHS	$2.2M	0.4%Prev: 0.5%	7,011 SH	Decreased-477 SH
EMERSON ELEC CO	COM	$6.7M	1.3%Prev: 1.3%	50,521 SH	Decreased-4,657 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$992K	0.2%Prev: 0.2%	60,131 SH	Decreased
ENTERGY CORP NEW	COM	$1.2M	0.2%Prev: 0.3%	12,934 SH	Decreased-2,000 SH
EXXON MOBIL CORP	COM	$7.4M	1.4%Prev: 1.3%	61,709 SH	Increased-8 SH
FEDEX CORP	COM	$5.0M	0.9%Prev: 0.8%	17,271 SH	Increased-112 SH
FORD MTR CO	COM	$202K	0.0%Prev: 0.0%	15,387 SH	Increased
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$10.1M	1.9%Prev: 1.8%	260,068 SH	Increased+6,973 SH
GE VERNOVA INC	COM	$206K	0.0%	315 SH	New
GENERAL DYNAMICS CORP	COM	$290K	0.1%Prev: 0.1%	860 SH	Decreased
GENERAL MTRS CO	COM	$285K	0.1%Prev: 0.0%	3,499 SH	Increased
GENUINE PARTS CO	COM	$1.2M	0.2%Prev: 0.2%	9,598 SH	Decreased+65 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$778K	0.1%Prev: 0.1%	20,097 SH	Increased+5,168 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$290K	0.1%Prev: 0.1%	4,243 SH	Decreased+81 SH
HOME DEPOT INC	COM	$3.0M	0.6%Prev: 0.2%	8,823 SH	Increased+6,554 SH
HP INC	COM	$902K	0.2%Prev: 0.2%	40,464 SH	Decreased-6,909 SH
INCYTE CORP	COM	$1.8M	0.3%	18,125 SH	New
INTELLIA THERAPEUTICS INC	COM	$107K	0.0%Prev: 0.0%	11,918 SH	Decreased-2,228 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.2%Prev: 0.2%	3,464 SH	Increased+72 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$8.2M	1.5%Prev: 1.5%	58,972 SH	Decreased-1,982 SH
INVESCO QQQ TR	UNIT SER 1	$305K	0.1%Prev: 0.1%	497 SH	Increased
ISHARES INC	MSCI EMERG MRKT	$3.9M	0.7%Prev: 0.7%	60,807 SH	Decreased-1,356 SH
ISHARES TR	CORE S&P SCP ETF	$351K	0.1%Prev: 0.1%	2,921 SH	Increased+20 SH
ISHARES TR	CORE S&P500 ETF	$903K	0.2%Prev: 0.2%	1,319 SH	Increased+10 SH
ISHARES TR	CORE US AGGBD ET	$12.0M	2.2%Prev: 2.2%	119,714 SH	Decreased+307 SH
ISHARES TR	MSCI EMG MKT ETF	$289K	0.1%Prev: 0.1%	5,274 SH	Decreased-2,385 SH
ISHARES TR	RUS 2000 GRW ETF	$14.9M	2.8%Prev: 2.7%	46,144 SH	Increased+953 SH
ISHARES TR	RUS 2000 VAL ETF	$2.4M	0.4%Prev: 0.5%	13,166 SH	Decreased-883 SH
ISHARES TR	RUS MD CP GR ETF	$13.6M	2.5%Prev: 2.6%	99,396 SH	Decreased+701 SH
ISHARES TR	RUS MDCP VAL ETF	$2.4M	0.5%Prev: 0.5%	17,142 SH	Decreased-1,169 SH
ISHARES TR	S&P 500 GRWT ETF	$41.3M	7.7%Prev: 7.5%	334,947 SH	Increased+783 SH
ISHARES TR	S&P 500 VAL ETF	$10.0M	1.9%Prev: 1.7%	47,011 SH	Increased+2,013 SH
ISHARES TR	S&P MC 400VL ETF	$8.2M	1.5%Prev: 1.4%	62,459 SH	Increased+3,348 SH
ISHARES TR	SELECT DIVID ETF	$5.6M	1.0%Prev: 1.0%	39,819 SH	Increased+1,797 SH
ISHARES TR	SP SMCP600VL ETF	$2.2M	0.4%Prev: 0.4%	19,316 SH	Increased
JOHNSON & JOHNSON	COM	$5.9M	1.1%Prev: 1.0%	28,430 SH	Increased-250 SH
JPMORGAN CHASE & CO.	COM	$4.3M	0.8%Prev: 0.8%	13,308 SH	Increased+22 SH
KIMBERLY-CLARK CORP	COM	$905K	0.2%Prev: 0.2%	8,969 SH	Decreased-1,594 SH
KINROSS GOLD CORP	COM	$1.7M	0.3%Prev: 0.3%	61,846 SH	Increased+2,347 SH
LOWES COS INC	COM	$5.2M	1.0%Prev: 1.1%	21,447 SH	Decreased-2,674 SH
MANULIFE FINL CORP	COM	$2.3M	0.4%Prev: 0.4%	62,926 SH	Increased+356 SH
MARATHON PETE CORP	COM	$480K	0.1%Prev: 0.1%	2,951 SH	Decreased+5 SH
MCDONALDS CORP	COM	$5.5M	1.0%Prev: 1.1%	18,151 SH	Decreased-1,057 SH
MCKESSON CORP	COM	$565K	0.1%Prev: 0.1%	689 SH	Increased
MERCK & CO INC	COM	$2.5M	0.5%Prev: 0.4%	24,162 SH	Increased-1,851 SH
MICRON TECHNOLOGY INC	COM	$2.5M	0.5%	8,674 SH	New
MICROSOFT CORP	COM	$16.1M	3.0%Prev: 3.3%	33,218 SH	Decreased-662 SH
NEXTERA ENERGY INC	COM	$258K	0.0%Prev: 0.0%	3,219 SH	Increased
NVIDIA CORPORATION	COM	$1.4M	0.3%Prev: 0.3%	7,649 SH	Increased+53 SH
OKTA INC	CL A	$2.2M	0.4%Prev: 0.4%	25,998 SH	Decreased+1,444 SH
ONEOK INC NEW	COM	$643K	0.1%Prev: 0.1%	8,754 SH	Increased+2,000 SH
ORACLE CORP	COM	$247K	0.0%Prev: 0.1%	1,269 SH	Decreased+1 SH
PACKAGING CORP AMER	COM	$2.1M	0.4%Prev: 0.4%	10,249 SH	Decreased-230 SH
PAR PAC HOLDINGS INC	COM NEW	$760K	0.1%	21,622 SH	New
PAYCHEX INC	COM	$1.3M	0.2%Prev: 0.3%	11,376 SH	Decreased-2,173 SH
PAYPAL HLDGS INC	COM	$1.3M	0.3%Prev: 0.3%	23,088 SH	Decreased-917 SH
PEPSICO INC	COM	$4.5M	0.8%Prev: 1.0%	31,134 SH	Decreased-5,664 SH
PFIZER INC	COM	$447K	0.1%Prev: 0.1%	17,935 SH	Decreased-1,060 SH
PHILIP MORRIS INTL INC	COM	$211K	0.0%	1,315 SH	New
PROCTER AND GAMBLE CO	COM	$605K	0.1%Prev: 0.5%	4,222 SH	Decreased-14,860 SH
PROSHARES TR	S&P 500 DV ARIST	$8.2M	1.5%Prev: 1.4%	78,849 SH	Increased+5,735 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.3M	0.6%Prev: 0.6%	39,246 SH	Increased+730 SH
PRUDENTIAL FINL INC	COM	$7.9M	1.5%Prev: 1.4%	69,630 SH	Increased-4,130 SH
RAYMOND JAMES FINL INC	COM	$6.5M	1.2%Prev: 1.3%	40,430 SH	Decreased-10 SH
REALTY INCOME CORP	COM	$4.3M	0.8%Prev: 0.9%	76,310 SH	Decreased-3,727 SH
REPUBLIC SVCS INC	COM	$258K	0.0%Prev: 0.1%	1,217 SH	Decreased
ROPER TECHNOLOGIES INC	COM	$1.7M	0.3%Prev: 0.5%	3,728 SH	Decreased-1,345 SH
ROYAL CARIBBEAN GROUP	COM	$695K	0.1%Prev: 0.1%	2,493 SH	Decreased+204 SH
RTX CORPORATION	COM	$11.5M	2.1%Prev: 2.1%	62,476 SH	Increased-4,678 SH
SALESFORCE INC	COM	$2.0M	0.4%Prev: 0.3%	7,485 SH	Increased+412 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$232K	0.0%	1,608 SH	New
SIMON PPTY GROUP INC NEW	COM	$253K	0.0%Prev: 0.0%	1,366 SH	Decreased
SKYWEST INC	COM	$2.3M	0.4%Prev: 0.4%	22,802 SH	Increased+826 SH
SOUTHERN CO	COM	$1.7M	0.3%Prev: 0.3%	19,184 SH	Decreased-133 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.2M	2.3%Prev: 2.2%	17,910 SH	Increased
STELLANTIS N.V	SHS	$132K	0.0%Prev: 0.0%	12,150 SH	Increased
STERLING INFRASTRUCTURE INC	COM	$3.4M	0.6%Prev: 0.7%	11,173 SH	Decreased-142 SH
SYLVAMO CORP	COMMON STOCK	$416K	0.1%Prev: 0.1%	8,635 SH	Increased+1,454 SH
SYSCO CORP	COM	$4.0M	0.7%Prev: 0.9%	54,455 SH	Decreased-4,380 SH
TARGET CORP	COM	$812K	0.2%Prev: 0.2%	8,303 SH	Decreased-5,963 SH
TESLA INC	COM	$5.8M	1.1%Prev: 1.0%	12,825 SH	Increased+171 SH
TEXAS INSTRS INC	COM	$219K	0.0%Prev: 0.0%	1,264 SH	Decreased+6 SH
TJX COS INC NEW	COM	$231K	0.0%Prev: 0.0%	1,501 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$476K	0.1%Prev: 0.1%	4,799 SH	Increased+1,303 SH
UNITEDHEALTH GROUP INC	COM	$528K	0.1%Prev: 0.1%	1,600 SH	Decreased+18 SH
US BANCORP DEL	COM NEW	$6.8M	1.3%Prev: 1.2%	127,556 SH	Increased-4,123 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$7.1M	1.3%Prev: 1.5%	58,708 SH	Decreased-6,337 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$263K	0.0%	3,555 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.3M	0.8%Prev: 0.8%	89,891 SH	Increased+2,103 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$396K	0.1%Prev: 0.1%	2,235 SH	Increased+23 SH
VANGUARD INDEX FDS	MID CAP ETF	$457K	0.1%Prev: 0.1%	1,573 SH	Increased+491 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.7M	1.1%Prev: 1.1%	64,885 SH	Decreased+227 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.2%Prev: 0.2%	1,690 SH	Increased+37 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$16.0M	3.0%Prev: 2.9%	75,342 SH	Increased-212 SH
VANGUARD INDEX FDS	SMALL CP ETF	$438K	0.1%Prev: 0.1%	1,698 SH	Increased+383 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.4%Prev: 0.4%	6,641 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$736K	0.1%Prev: 0.1%	3,854 SH	Increased+115 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$683K	0.1%Prev: 0.1%	9,290 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	0.5%Prev: 0.5%	50,530 SH	Decreased-1,703 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$515K	0.1%Prev: 0.1%	2,343 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$319K	0.1%Prev: 0.1%	2,220 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$5.3M	1.0%Prev: 1.0%	39,412 SH	Decreased-1,215 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$465K	0.1%Prev: 0.1%	1,616 SH	Increased+9 SH
VANGUARD WORLD FD	INF TECH ETF	$685K	0.1%Prev: 0.1%	909 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$2.4M	0.5%Prev: 0.5%	59,695 SH	Decreased+782 SH
WALMART INC	COM	$17.8M	3.3%Prev: 3.3%	159,652 SH	Decreased-13,329 SH
WASTE MGMT INC DEL	COM	$340K	0.1%Prev: 0.1%	1,546 SH	Increased+13 SH
WELLS FARGO CO NEW	COM	$4.4M	0.8%Prev: 0.7%	47,591 SH	Increased+143 SH
WESTERN DIGITAL CORP	COM	$352K	0.1%Prev: 0.0%	2,045 SH	Increased
WILLDAN GROUP INC	COM	$2.1M	0.4%Prev: 0.4%	20,026 SH	Increased+540 SH

Sold (vs prior filing)

GREEN BRICK PARTNERS INC — $1.9M
META PLATFORMS INC — $256K
PHILLIPS 66 — $205K
Q2 HLDGS INC — $1.5M
REINSURANCE GRP OF AMERICA I — $1.7M
SELECT SECTOR SPDR TR — $227K
STRIDE INC — $1.5M
WARBY PARKER INC — $221K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001951757-26-000338	$536.0M	View
Nov 12, 2025	Q3 2025	13F-HR	0001951757-25-001389	$537.8M	View
Aug 12, 2026	Q2 2026