LMG Wealth Partners, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$486.7B

Holdings

139

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (139 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES TR
334,529$36.8B7.57%
2
WMTWALMART INC
173,434$17.0B3.48%
3
MSFTMICROSOFT CORP
33,958$16.9B3.47%
4
AAPLAPPLE INC
72,972$15.0B3.08%
5
VBRVANGUARD INDEX FDS
75,446$14.7B3.02%
6
IWPISHARES TR
98,403$13.6B2.80%
7
IWOISHARES TR
44,672$12.8B2.62%
8
AGGISHARES TR
120,571$12.0B2.46%
9
SPYSPDR S&P 500 ETF TR
17,900$11.1B2.27%
10
CVXCHEVRON CORP NEW
72,514$10.4B2.13%
11
CAHCARDINAL HEALTH INC
58,712$9.9B2.03%
12
RTXRTX CORPORATION
67,502$9.9B2.03%
13
DIVIFRANKLIN TEMPLETON ETF TR
249,684$8.9B1.83%
14
AMZNAMAZON COM INC
39,909$8.8B1.80%
15
IVEISHARES TR
44,550$8.7B1.79%
16
PRUPRUDENTIAL FINL INC
73,942$7.9B1.63%
17
XMMOINVESCO EXCHANGE TRADED FD T
59,927$7.7B1.58%
18
VIOGVANGUARD ADMIRAL FDS INC
65,643$7.5B1.54%
19
EMREMERSON ELEC CO
55,440$7.4B1.52%
20
IJJISHARES TR
59,110$7.3B1.50%
21
NOBLPROSHARES TR
71,303$7.2B1.48%
22
PEPPEPSICO INC
51,137$6.8B1.39%
23
XOMEXXON MOBIL CORP
61,134$6.6B1.35%
24
RJFRAYMOND JAMES FINL INC
40,440$6.2B1.27%
25
AFLAFLAC INC
57,519$6.1B1.25%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
12,288$6.0B1.23%
27
USBUS BANCORP DEL
130,813$5.9B1.22%
28
VNQVANGUARD INDEX FDS
64,418$5.7B1.18%
29
ADPAUTOMATIC DATA PROCESSING IN
18,463$5.7B1.17%
30
MCDMCDONALDS CORP
19,057$5.6B1.14%
31
LOWLOWES COS INC
24,116$5.4B1.10%
32
VFHVANGUARD WORLD FD
40,493$5.2B1.06%
33
AQLTISHARES TR
37,328$5.0B1.02%
34
CLSCELESTICA INC
30,909$4.8B0.99%
35
OREALTY INCOME CORP
78,789$4.5B0.93%
36
SYYSYSCO CORP
58,918$4.5B0.92%
37
BNDXVANGUARD CHARLOTTE FDS
88,989$4.4B0.91%
38
ALSALLSTATE CORP
21,519$4.3B0.89%
39
JNJJOHNSON & JOHNSON
28,137$4.3B0.88%
40
CBCHUBB LIMITED
14,032$4.1B0.84%
41
ABBVABBVIE INC
21,722$4.0B0.83%
42
CATCATERPILLAR INC
10,283$4.0B0.82%
43
TSLATESLA INC
12,448$4.0B0.81%
44
EEMVISHARES INC
62,163$3.9B0.80%
45
JPMJPMORGAN CHASE & CO.
13,265$3.8B0.79%
46
FDXFEDEX CORP
16,900$3.8B0.79%
47
WFCWELLS FARGO CO NEW
47,460$3.8B0.78%
48
DISDISNEY WALT CO
28,179$3.5B0.72%
49
REGLPROSHARES TR
38,469$3.1B0.64%
50
ADMARCHER DANIELS MIDLAND CO
57,618$3.0B0.62%
51
PGPROCTER AND GAMBLE CO
18,370$2.9B0.60%
52
ABNBAIRBNB INC
21,018$2.8B0.57%
53
APPAPPLOVIN CORP
7,941$2.8B0.57%
54
STRLSTERLING INFRASTRUCTURE INC
11,839$2.7B0.56%
55
ROPROPER TECHNOLOGIES INC
4,749$2.7B0.55%
56
ETNEATON CORP PLC
7,523$2.7B0.55%
57
CSCOCISCO SYS INC
38,694$2.7B0.55%
58
GOOGALPHABET INC
14,973$2.7B0.55%
59
VWOVANGUARD INTL EQUITY INDEX F
52,981$2.6B0.54%
60
BACVERIZON COMMUNICATIONS INC
56,502$2.4B0.50%
61
TAT&T INC
82,126$2.4B0.49%
62
OKTAOKTA INC
23,280$2.3B0.48%
63
BMYBRISTOL-MYERS SQUIBB CO
47,733$2.2B0.45%
64
SKYWSKYWEST INC
21,235$2.2B0.45%
65
GOOGLALPHABET INC
11,943$2.1B0.43%
66
KOCOCA COLA CO
29,603$2.1B0.43%
67
MRKMERCK & CO INC
25,463$2.0B0.41%
68
CAAPCORPORACION AMER ARPTS S A
98,050$2.0B0.41%
69
BSMBLACK STONE MINERALS L P
150,245$2.0B0.40%
70
PKGPACKAGING CORP AMER
10,322$1.9B0.40%
71
PAYXPAYCHEX INC
13,183$1.9B0.39%
72
SOSOUTHERN CO
20,865$1.9B0.39%
73
MFCMANULIFE FINL CORP
59,696$1.9B0.39%
74
CRMSALESFORCE INC
6,364$1.7B0.36%
75
LNTALLIANT ENERGY CORP
28,691$1.7B0.36%
76
QTWOQ2 HLDGS INC
17,500$1.6B0.34%
77
RGAREINSURANCE GRP OF AMERICA I
8,183$1.6B0.33%
78
PYPLPAYPAL HLDGS INC
21,356$1.6B0.33%
79
GRBKGREEN BRICK PARTNERS INC
24,798$1.6B0.32%
80
BXBLACKSTONE INC
10,305$1.5B0.32%
81
ETRENTERGY CORP NEW
17,714$1.5B0.30%
82
DYHTARGET CORP
13,884$1.4B0.28%
83
ITRNITURAN LOCATION AND CONTROL
34,962$1.4B0.28%
84
DUKDUKE ENERGY CORP NEW
11,224$1.3B0.27%
85
DRIDARDEN RESTAURANTS INC
5,996$1.3B0.27%
86
KMBKIMBERLY-CLARK CORP
10,033$1.3B0.27%
87
NVDANVIDIA CORPORATION
7,708$1.2B0.25%
88
LRNSTRIDE INC
8,023$1.2B0.24%
89
7HPHP INC
45,907$1.1B0.23%
90
GPCGENUINE PARTS CO
9,198$1.1B0.23%
91
ETENERGY TRANSFER L P
60,131$1.1B0.22%
92
IBMINTERNATIONAL BUSINESS MACHS
3,357$989.6M0.20%
93
HDHOME DEPOT INC
2,268$831.6M0.17%
94
VOOVANGUARD INDEX FDS
1,453$825.3M0.17%
95
IVVISHARES TR
1,309$812.8M0.17%
96
RCLROYAL CARIBBEAN GROUP
2,244$702.7M0.14%
97
EATBRINKER INTL INC
3,888$701.1M0.14%
98
VTVVANGUARD INDEX FDS
3,689$652.0M0.13%
99
BACBANK AMERICA CORP
11,580$548.0M0.11%
100
MCKMCKESSON CORP
689$504.9M0.10%
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