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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.6 Billion 3.46% of portfolio
72,999
Q3 2025 Added 0.04%
$279B
$17.8 Billion 3.32% of portfolio
172,981
Q3 2025 Reduced 0.26%
$3.78T
$17.5 Billion 3.26% of portfolio
33,880
Q3 2025 Reduced 0.23%
$303B
$11.9 Billion 2.22% of portfolio
76,792
Q3 2025 Added 5.9%
$258B
$11.2 Billion 2.09% of portfolio
67,154
Q3 2025 Reduced 0.52%
$53.8B
$9.17 Billion 1.7% of portfolio
58,413
Q3 2025 Reduced 0.51%
$2.39T
$8.76 Billion 1.63% of portfolio
39,886
Q3 2025 Reduced 0.06%
$39.9B
$7.65 Billion 1.42% of portfolio
73,760
Q3 2025 Reduced 0.25%
$75.4B
$7.24 Billion 1.35% of portfolio
55,178
Q3 2025 Reduced 0.47%
$34.1B
$6.98 Billion 1.3% of portfolio
40,440
Q2 2025 Added 0.87%
$490B
$6.96 Billion 1.29% of portfolio
61,717
Q3 2025 Added 0.95%
$662B
$6.67 Billion 1.24% of portfolio
13,265
Q3 2025 Added 7.95%
$72.3B
$6.43 Billion 1.2% of portfolio
57,572
Q3 2025 Added 0.09%
$67.6B
$6.36 Billion 1.18% of portfolio
131,679
Q3 2025 Added 0.66%
$140B
$6.06 Billion 1.13% of portfolio
24,121
Q3 2025 Added 0.02%
$224B
$5.84 Billion 1.09% of portfolio
19,208
Q3 2025 Added 0.79%
$104B
$5.42 Billion 1.01% of portfolio
18,464
Q3 2025 Added 0.01%
$522B
$5.32 Billion 0.99% of portfolio
28,680
Q3 2025 Added 1.93%
$204B
$5.17 Billion 0.96% of portfolio
36,798
Q3 2025 Reduced 28.04%
$163B
$5.11 Billion 0.95% of portfolio
7,113
Q3 2025 Reduced 10.43%
$414B
$5.04 Billion 0.94% of portfolio
21,748
Q3 2025 Added 0.12%
$291B
$4.88 Billion 0.91% of portfolio
10,226
Q3 2025 Reduced 0.55%
$35.1B
$4.87 Billion 0.9% of portfolio
80,037
Q3 2025 Added 1.58%
$37.9B
$4.84 Billion 0.9% of portfolio
58,835
Q3 2025 Reduced 0.14%
$57.9B
$4.63 Billion 0.86% of portfolio
21,553
Q3 2025 Added 0.16%
$881B
$4.19 Billion 0.78% of portfolio
13,286
Q3 2025 Added 0.16%
$68.9B
$4.1 Billion 0.76% of portfolio
17,383
Q3 2025 Added 2.86%
$317B
$3.98 Billion 0.74% of portfolio
47,448
Q3 2025 Reduced 0.03%
$123B
$4 Billion 0.74% of portfolio
14,159
Q3 2025 Added 0.91%
$10.3B
$3.84 Billion 0.71% of portfolio
11,315
Q3 2025 Reduced 4.43%
$1.74T
$3.64 Billion 0.68% of portfolio
14,950
Q3 2025 Reduced 0.15%
$32.2B
$3.44 Billion 0.64% of portfolio
57,578
Q3 2025 Reduced 0.07%
$193B
$3.31 Billion 0.62% of portfolio
28,947
Q3 2025 Added 2.73%
$346B
$2.93 Billion 0.55% of portfolio
19,082
Q3 2025 Added 3.88%
$1.65T
$2.9 Billion 0.54% of portfolio
11,924
Q3 2025 Reduced 0.16%
$140B
$2.8 Billion 0.52% of portfolio
7,488
Q3 2025 Reduced 0.47%
$319B
$2.69 Billion 0.5% of portfolio
39,367
Q3 2025 Added 1.74%
$46.9B
$2.66 Billion 0.49% of portfolio
21,872
Q3 2025 Added 4.06%
$172B
$2.59 Billion 0.48% of portfolio
58,913
Q3 2025 Added 4.27%
$47.7B
$2.53 Billion 0.47% of portfolio
5,073
Q3 2025 Added 6.82%
$99.5B
$2.36 Billion 0.44% of portfolio
52,252
Q3 2025 Added 9.47%
$181B
$2.32 Billion 0.43% of portfolio
82,194
Q3 2025 Added 0.08%
$12.7B
$2.25 Billion 0.42% of portfolio
24,554
Q3 2025 Added 5.47%
$18.5B
$2.28 Billion 0.42% of portfolio
10,479
Q3 2025 Added 1.52%
$235B
$2.18 Billion 0.41% of portfolio
26,013
Q3 2025 Added 2.16%
$4.89B
$2.21 Billion 0.41% of portfolio
21,976
Q3 2025 Added 3.49%
$16.9B
$1.98 Billion 0.37% of portfolio
29,392
Q3 2025 Added 2.44%
$306B
$2.01 Billion 0.37% of portfolio
30,253
Q3 2025 Added 2.2%
$64.9B
$1.95 Billion 0.36% of portfolio
62,570
Q3 2025 Added 4.81%

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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