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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$3.29 Billion 0.61% of portfolio
38,516
Q3 2025 Added 0.12%
$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%
$0
$2.83 Billion 0.53% of portfolio
52,233
Q3 2025 Reduced 1.41%
$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%
$0
$2.56 Billion 0.48% of portfolio
18,311
Q3 2025 New
$47.7B
$2.53 Billion 0.47% of portfolio
5,073
Q3 2025 Added 6.82%
$0
$2.48 Billion 0.46% of portfolio
14,049
Q3 2025 Added 487.33%
$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%
$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%
$0
$2.18 Billion 0.41% of portfolio
6,641
Q3 2025 New
$0
$2.14 Billion 0.4% of portfolio
19,316
Q3 2025 New
$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%
$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%
$18B
$1.32 Billion 0.25% of portfolio
9,533
Q3 2025 Added 3.64%
$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%
$0
$1.01 Billion 0.19% of portfolio
1,653
Q3 2025 Added 13.76%
$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%
$0
$876 Million 0.16% of portfolio
1,309
Q2 2025 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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