LMG Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, LMG Wealth Partners, LLC held in its portfolio 153 assets valued at $535,980,044 (i.e. $535.98M).
The most valuable assets in the portfolio included: ISHARES TR ($41.29M), APPLE INC ($17.87M), and WALMART INC ($17.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 153 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LMG Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 334947 | 41285541 | S&P 500 GRWT ETF |
| APPLE INC | 65728 | 17868730 | COM |
| WALMART INC | 159652 | 17786777 | COM |
| MICROSOFT CORP | 33218 | 16064703 | COM |
| VANGUARD INDEX FDS | 75342 | 15956682 | SM CP VAL ETF |
| ISHARES TR | 46144 | 14904973 | RUS 2000 GRW ETF |
| ISHARES TR | 99396 | 13611288 | RUS MD CP GR ETF |
| SPDR S&P 500 ETF TR | 17910 | 12213449 | TR UNIT |
| ISHARES TR | 119714 | 11957034 | CORE US AGGBD ET |
| RTX CORPORATION | 62476 | 11458182 | COM |
| CHEVRON CORP NEW | 70422 | 10733050 | COM |
| FRANKLIN TEMPLETON ETF TR | 260068 | 10114045 | INTL COR DIV TIL |
| CARDINAL HEALTH INC | 48677 | 10003132 | COM |
| ISHARES TR | 47011 | 9969577 | S&P 500 VAL ETF |
| AMAZON COM INC | 37764 | 8716686 | COM |
| ISHARES TR | 62459 | 8218980 | S&P MC 400VL ETF |
| PROSHARES TR | 78849 | 8205815 | S&P 500 DV ARIST |
| INVESCO EXCHANGE TRADED FD T | 58972 | 8165263 | S&P MDCP MOMNTUM |
| PRUDENTIAL FINL INC | 69630 | 7859833 | COM |
| CELESTICA INC | 26098 | 7714830 | COM |
| EXXON MOBIL CORP | 61709 | 7426059 | COM |
| VANGUARD ADMIRAL FDS INC | 58708 | 7120366 | SMLCP 600 GRTH |
| US BANCORP DEL | 127556 | 6806392 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 13364 | 6717415 | CL B NEW |
| EMERSON ELEC CO | 50521 | 6705123 | COM |
| RAYMOND JAMES FINL INC | 40430 | 6492654 | COM |
| JOHNSON & JOHNSON | 28430 | 5883546 | COM |
| TESLA INC | 12825 | 5767659 | COM |
| VANGUARD INDEX FDS | 64885 | 5741649 | REAL ESTATE ETF |
| AFLAC INC | 51717 | 5702887 | COM |
| ISHARES TR | 39819 | 5620054 | SELECT DIVID ETF |
| CATERPILLAR INC | 9703 | 5558789 | COM |
| MCDONALDS CORP | 18151 | 5547490 | COM |
| VANGUARD WORLD FD | 39412 | 5261166 | FINANCIALS ETF |
| LOWES COS INC | 21447 | 5172111 | COM |
| ABBVIE INC | 22165 | 5064462 | COM |
| FEDEX CORP | 17271 | 4988901 | COM |
| APPLOVIN CORP | 6962 | 4691135 | COM CL A |
| CHUBB LIMITED | 14458 | 4512491 | COM |
| ALLSTATE CORP | 21553 | 4486301 | COM |
| PEPSICO INC | 31134 | 4468290 | COM |
| WELLS FARGO CO NEW | 47591 | 4435441 | COM |
| VANGUARD CHARLOTTE FDS | 89891 | 4343533 | TOTAL INT BD ETF |
| AUTOMATIC DATA PROCESSING IN | 16788 | 4318377 | COM |
| REALTY INCOME CORP | 76310 | 4301595 | COM |
| JPMORGAN CHASE & CO. | 13308 | 4288057 | COM |
| ALPHABET INC | 13341 | 4186301 | CAP STK CL C |
| SYSCO CORP | 54455 | 4012789 | COM |
| ISHARES INC | 60807 | 3894080 | MSCI EMERG MRKT |
| ALPHABET INC | 11912 | 3728456 | CAP STK CL A |
| STERLING INFRASTRUCTURE INC | 11173 | 3421508 | COM |
| PROSHARES TR | 39246 | 3305298 | S&P MDCP 400 DIV |
| ARCHER DANIELS MIDLAND CO | 55326 | 3180692 | COM |
| AIRBNB INC | 22712 | 3082473 | COM CL A |
| HOME DEPOT INC | 8823 | 3036053 | COM |
| DISNEY WALT CO | 26390 | 3002362 | COM |
| CISCO SYS INC | 37593 | 2895789 | COM |
| VANGUARD INTL EQUITY INDEX F | 50530 | 2716493 | FTSE EMR MKT ETF |
| CORPORACION AMER ARPTS S A | 102832 | 2673632 | COM |
| MERCK & CO INC | 24162 | 2543341 | COM |
| BRISTOL-MYERS SQUIBB CO | 47106 | 2540898 | COM |
| MICRON TECHNOLOGY INC | 8674 | 2475646 | COM |
| VERIZON COMMUNICATIONS INC | 59695 | 2431391 | COM |
| ISHARES TR | 17142 | 2417879 | RUS MDCP VAL ETF |
| ISHARES TR | 13166 | 2385811 | RUS 2000 VAL ETF |
| SKYWEST INC | 22802 | 2289549 | COM |
| MANULIFE FINL CORP | 62926 | 2282955 | COM |
| OKTA INC | 25998 | 2248047 | CL A |
| EATON CORP PLC | 7011 | 2232988 | SHS |
| VANGUARD INDEX FDS | 6641 | 2226528 | TOTAL STK MKT |
| ISHARES TR | 19316 | 2196616 | SP SMCP600VL ETF |
| COCA COLA CO | 30483 | 2131067 | COM |
| PACKAGING CORP AMER | 10249 | 2113651 | COM |
| WILLDAN GROUP INC | 20026 | 2075895 | COM |
| AT&T INC | 82249 | 2043074 | COM |
| SALESFORCE INC | 7485 | 1982851 | COM |
| ALLIANT ENERGY CORP | 28666 | 1863577 | COM |
| INCYTE CORP | 18125 | 1790206 | COM |
| KINROSS GOLD CORP | 61846 | 1741583 | COM |
| SOUTHERN CO | 19184 | 1672845 | COM |
| ROPER TECHNOLOGIES INC | 3728 | 1659445 | COM |
| COMMSCOPE HLDG CO INC | 89260 | 1618284 | COM |
| BLACKSTONE INC | 10216 | 1574694 | COM |
| NVIDIA CORPORATION | 7649 | 1426538 | COM |
| BLACK STONE MINERALS L P | 101824 | 1353241 | COM UNIT |
| PAYPAL HLDGS INC | 23088 | 1347877 | COM |
| DUKE ENERGY CORP NEW | 11223 | 1315448 | COM NEW |
| PAYCHEX INC | 11376 | 1276160 | COM |
| ENTERGY CORP NEW | 12934 | 1195490 | COM |
| GENUINE PARTS CO | 9598 | 1180170 | COM |
| VANGUARD INDEX FDS | 1690 | 1059850 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 3464 | 1026071 | COM |
| DARDEN RESTAURANTS INC | 5421 | 997572 | COM |
| ENERGY TRANSFER L P | 60131 | 991560 | COM UT LTD PTN |
| KIMBERLY-CLARK CORP | 8969 | 904882 | COM |
| ISHARES TR | 1319 | 903436 | CORE S&P500 ETF |
| HP INC | 40464 | 901538 | COM |
| TARGET CORP | 8303 | 811618 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 20097 | 778357 | SHS NEW |
| PAR PAC HOLDINGS INC | 21622 | 759797 | COM NEW |
| VANGUARD INDEX FDS | 3854 | 735995 | VALUE ETF |
| ROYAL CARIBBEAN GROUP | 2493 | 695348 | COM |
| VANGUARD WORLD FD | 909 | 685186 | INF TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 9290 | 683372 | ALLWRLD EX US |
| BRINKER INTL INC | 4753 | 682151 | COM |
| BANK AMERICA CORP | 11739 | 645645 | COM |
| ONEOK INC NEW | 8754 | 643419 | COM |
| PROCTER AND GAMBLE CO | 4222 | 605055 | COM |
| MCKESSON CORP | 689 | 565180 | COM |
| BROADCOM INC | 1619 | 560336 | COM |
| UNITEDHEALTH GROUP INC | 1600 | 528317 | COM |
| VANGUARD SPECIALIZED FUNDS | 2343 | 514945 | DIV APP ETF |
| MARATHON PETE CORP | 2951 | 479994 | COM |
| UNITED PARCEL SERVICE INC | 4799 | 476005 | CL B |
| AMERICAN ELEC PWR CO INC | 4096 | 472310 | COM |
| VANGUARD WORLD FD | 1616 | 465242 | HEALTH CAR ETF |
| VANGUARD INDEX FDS | 1573 | 456516 | MID CAP ETF |
| PFIZER INC | 17935 | 446582 | COM |
| VANGUARD INDEX FDS | 1698 | 437999 | SMALL CP ETF |
| SYLVAMO CORP | 8635 | 415775 | COMMON STOCK |
| VANGUARD INDEX FDS | 2235 | 396410 | MCAP VL IDXVIP |
| WESTERN DIGITAL CORP | 2045 | 352292 | COM |
| ISHARES TR | 2921 | 351046 | CORE S&P SCP ETF |
| WASTE MGMT INC DEL | 1546 | 339588 | COM |
| AUTOZONE INC | 100 | 339150 | COM |
| CUMMINS INC | 628 | 320563 | COM |
| VANGUARD WHITEHALL FDS | 2220 | 318614 | HIGH DIV YLD |
| INVESCO QQQ TR | 497 | 305370 | UNIT SER 1 |
| ABBOTT LABS | 2355 | 295058 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 4243 | 290051 | SHS REP COM UT |
| GENERAL DYNAMICS CORP | 860 | 289528 | COM |
| ISHARES TR | 5274 | 288541 | MSCI EMG MKT ETF |
| GENERAL MTRS CO | 3499 | 284539 | COM |
| CSX CORP | 7613 | 275971 | COM |
| CAL MAINE FOODS INC | 3400 | 270538 | COM NEW |
| CAPITAL ONE FINL CORP | 1090 | 264172 | COM |
| VANGUARD BD INDEX FDS | 3555 | 263319 | TOTAL BND MRKT |
| NEXTERA ENERGY INC | 3219 | 258421 | COM |
| REPUBLIC SVCS INC | 1217 | 257919 | COM |
| SIMON PPTY GROUP INC NEW | 1366 | 252860 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3364 | 247691 | COM |
| ORACLE CORP | 1269 | 247433 | COM |
| BOEING CO | 1102 | 239266 | COM |
| SELECT SECTOR SPDR TR | 1608 | 231504 | STATE STREET TEC |
| TJX COS INC NEW | 1501 | 230569 | COM |
| TEXAS INSTRS INC | 1264 | 219291 | COM |
| PHILIP MORRIS INTL INC | 1315 | 210926 | COM |
| GE VERNOVA INC | 315 | 205875 | COM |
| FORD MTR CO | 15387 | 201877 | COM |
| DEERE & CO | 430 | 200393 | COM |
| CRESCENT CAP BDC INC | 11500 | 161575 | COM |
| STELLANTIS N.V | 12150 | 132314 | SHS |
| INTELLIA THERAPEUTICS INC | 11918 | 107143 | COM |
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