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
$2.57B
$1.89 Billion 0.35% of portfolio
25,562
Q3 2025 Added 3.08%
$1.22B
$1.88 Billion 0.35% of portfolio
19,486
Q3 2025 New
$98.6B
$1.83 Billion 0.34% of portfolio
19,317
Q3 2025 Reduced 7.42%
$3.78B
$1.84 Billion 0.34% of portfolio
101,749
Q3 2025 Added 3.77%
$2.88B
$1.78 Billion 0.33% of portfolio
135,162
Q3 2025 Reduced 10.04%
$98.1B
$1.78 Billion 0.33% of portfolio
10,400
Q3 2025 Added 0.92%
$12.6B
$1.71 Billion 0.32% of portfolio
8,883
Q3 2025 Added 8.55%
$40.4B
$1.72 Billion 0.32% of portfolio
13,549
Q3 2025 Added 2.78%
$237B
$1.68 Billion 0.31% of portfolio
7,073
Q3 2025 Added 11.14%
$71.6B
$1.61 Billion 0.3% of portfolio
24,005
Q3 2025 Added 12.4%
$4.15B
$1.47 Billion 0.27% of portfolio
20,317
Q3 2025 Added 16.1%
$2.76B
$1.46 Billion 0.27% of portfolio
9,810
Q3 2025 Added 22.27%
$33.1B
$1.48 Billion 0.27% of portfolio
59,499
Q3 2025 New
$465B
$1.42 Billion 0.26% of portfolio
7,596
Q3 2025 Reduced 1.45%
$19.3B
$1.39 Billion 0.26% of portfolio
14,934
Q3 2025 Reduced 15.69%
$96.4B
$1.39 Billion 0.26% of portfolio
11,224
Q1 2025 Reduced 1.18%
$41.4B
$1.28 Billion 0.24% of portfolio
14,266
Q3 2025 Added 2.75%
$35.1B
$1.31 Billion 0.24% of portfolio
10,563
Q3 2025 Added 5.28%
$25.4B
$1.29 Billion 0.24% of portfolio
47,373
Q3 2025 Added 3.19%
$21.3B
$1.18 Billion 0.22% of portfolio
6,216
Q3 2025 Added 3.67%
$52.5B
$1.03 Billion 0.19% of portfolio
60,131
Q2 2025 Reduced 0.02%
$266B
$957 Million 0.18% of portfolio
3,392
Q3 2025 Added 1.04%
$367B
$919 Million 0.17% of portfolio
2,269
Q3 2025 Added 0.04%
$64.5B
$741 Million 0.14% of portfolio
2,289
Q3 2025 Added 2.01%
$99.7B
$568 Million 0.11% of portfolio
2,946
Q3 2025 Added 0.2%
$4.98B
$577 Million 0.11% of portfolio
4,558
Q3 2025 Added 17.23%
$413B
$599 Million 0.11% of portfolio
11,611
Q3 2025 Added 0.27%
$300B
$546 Million 0.1% of portfolio
1,582
Q3 2025 New
$121B
$532 Million 0.1% of portfolio
689
Q4 2022 New
$31.5B
$493 Million 0.09% of portfolio
6,754
Q3 2025 Added 107.56%
$141B
$484 Million 0.09% of portfolio
18,995
Q3 2025 Added 13.71%
$62.3B
$461 Million 0.09% of portfolio
4,096
Q4 2024 Added 36.53%
$139B
$449 Million 0.08% of portfolio
1,360
Q3 2024 Added 900.0%
$73.2B
$429 Million 0.08% of portfolio
100
Q4 2022 New
$593B
$357 Million 0.07% of portfolio
1,268
Q3 2025 Added 0.08%
$51.1B
$374 Million 0.07% of portfolio
4,162
Q3 2025 Reduced 1.72%
$85.9B
$338 Million 0.06% of portfolio
1,533
Q3 2025 Added 0.33%
$1.98B
$318 Million 0.06% of portfolio
7,181
Q3 2025 Added 38.6%
$3.99B
$320 Million 0.06% of portfolio
3,400
Q1 2024 New
$77.2B
$254 Million 0.05% of portfolio
1,194
Q2 2025 New
$65.2B
$265 Million 0.05% of portfolio
628
Q2 2025 New
$94.5B
$293 Million 0.05% of portfolio
860
Q4 2023 New
$661M
$244 Million 0.05% of portfolio
14,146
Q3 2025 Added 1.14%
$68.7B
$292 Million 0.05% of portfolio
3,496
Q3 2025 Added 3.37%
$50.1B
$246 Million 0.05% of portfolio
2,045
Q3 2025 New
$73.4B
$270 Million 0.05% of portfolio
7,613
Q4 2023 Reduced 3.33%
$1.37T
$256 Million 0.05% of portfolio
349
Q1 2025 Added 1.75%
$59.8B
$256 Million 0.05% of portfolio
1,366
Q4 2024 New
$66.3B
$279 Million 0.05% of portfolio
1,217
Q4 2023 New

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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