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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 334,529 | $36.8B | 7.57% | |
| 2 | WMTWALMART INC | 173,434 | $17.0B | 3.48% | |
| 3 | MSFTMICROSOFT CORP | 33,958 | $16.9B | 3.47% | |
| 4 | AAPLAPPLE INC | 72,972 | $15.0B | 3.08% | |
| 5 | VBRVANGUARD INDEX FDS | 75,446 | $14.7B | 3.02% | |
| 6 | IWPISHARES TR | 98,403 | $13.6B | 2.80% | |
| 7 | IWOISHARES TR | 44,672 | $12.8B | 2.62% | |
| 8 | AGGISHARES TR | 120,571 | $12.0B | 2.46% | |
| 9 | SPYSPDR S&P 500 ETF TR | 17,900 | $11.1B | 2.27% | |
| 10 | CVXCHEVRON CORP NEW | 72,514 | $10.4B | 2.13% | |
| 11 | CAHCARDINAL HEALTH INC | 58,712 | $9.9B | 2.03% | |
| 12 | RTXRTX CORPORATION | 67,502 | $9.9B | 2.03% | |
| 13 | DIVIFRANKLIN TEMPLETON ETF TR | 249,684 | $8.9B | 1.83% | |
| 14 | AMZNAMAZON COM INC | 39,909 | $8.8B | 1.80% | |
| 15 | IVEISHARES TR | 44,550 | $8.7B | 1.79% | |
| 16 | PRUPRUDENTIAL FINL INC | 73,942 | $7.9B | 1.63% | |
| 17 | XMMOINVESCO EXCHANGE TRADED FD T | 59,927 | $7.7B | 1.58% | |
| 18 | VIOGVANGUARD ADMIRAL FDS INC | 65,643 | $7.5B | 1.54% | |
| 19 | EMREMERSON ELEC CO | 55,440 | $7.4B | 1.52% | |
| 20 | IJJISHARES TR | 59,110 | $7.3B | 1.50% | |
| 21 | NOBLPROSHARES TR | 71,303 | $7.2B | 1.48% | |
| 22 | PEPPEPSICO INC | 51,137 | $6.8B | 1.39% | |
| 23 | XOMEXXON MOBIL CORP | 61,134 | $6.6B | 1.35% | |
| 24 | RJFRAYMOND JAMES FINL INC | 40,440 | $6.2B | 1.27% | |
| 25 | AFLAFLAC INC | 57,519 | $6.1B | 1.25% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,288 | $6.0B | 1.23% | |
| 27 | USBUS BANCORP DEL | 130,813 | $5.9B | 1.22% | |
| 28 | VNQVANGUARD INDEX FDS | 64,418 | $5.7B | 1.18% | |
| 29 | ADPAUTOMATIC DATA PROCESSING IN | 18,463 | $5.7B | 1.17% | |
| 30 | MCDMCDONALDS CORP | 19,057 | $5.6B | 1.14% | |
| 31 | LOWLOWES COS INC | 24,116 | $5.4B | 1.10% | |
| 32 | VFHVANGUARD WORLD FD | 40,493 | $5.2B | 1.06% | |
| 33 | AQLTISHARES TR | 37,328 | $5.0B | 1.02% | |
| 34 | CLSCELESTICA INC | 30,909 | $4.8B | 0.99% | |
| 35 | OREALTY INCOME CORP | 78,789 | $4.5B | 0.93% | |
| 36 | SYYSYSCO CORP | 58,918 | $4.5B | 0.92% | |
| 37 | BNDXVANGUARD CHARLOTTE FDS | 88,989 | $4.4B | 0.91% | |
| 38 | ALSALLSTATE CORP | 21,519 | $4.3B | 0.89% | |
| 39 | JNJJOHNSON & JOHNSON | 28,137 | $4.3B | 0.88% | |
| 40 | CBCHUBB LIMITED | 14,032 | $4.1B | 0.84% | |
| 41 | ABBVABBVIE INC | 21,722 | $4.0B | 0.83% | |
| 42 | CATCATERPILLAR INC | 10,283 | $4.0B | 0.82% | |
| 43 | TSLATESLA INC | 12,448 | $4.0B | 0.81% | |
| 44 | EEMVISHARES INC | 62,163 | $3.9B | 0.80% | |
| 45 | JPMJPMORGAN CHASE & CO. | 13,265 | $3.8B | 0.79% | |
| 46 | FDXFEDEX CORP | 16,900 | $3.8B | 0.79% | |
| 47 | WFCWELLS FARGO CO NEW | 47,460 | $3.8B | 0.78% | |
| 48 | DISDISNEY WALT CO | 28,179 | $3.5B | 0.72% | |
| 49 | REGLPROSHARES TR | 38,469 | $3.1B | 0.64% | |
| 50 | ADMARCHER DANIELS MIDLAND CO | 57,618 | $3.0B | 0.62% | |
| 51 | PGPROCTER AND GAMBLE CO | 18,370 | $2.9B | 0.60% | |
| 52 | ABNBAIRBNB INC | 21,018 | $2.8B | 0.57% | |
| 53 | APPAPPLOVIN CORP | 7,941 | $2.8B | 0.57% | |
| 54 | STRLSTERLING INFRASTRUCTURE INC | 11,839 | $2.7B | 0.56% | |
| 55 | ROPROPER TECHNOLOGIES INC | 4,749 | $2.7B | 0.55% | |
| 56 | ETNEATON CORP PLC | 7,523 | $2.7B | 0.55% | |
| 57 | CSCOCISCO SYS INC | 38,694 | $2.7B | 0.55% | |
| 58 | GOOGALPHABET INC | 14,973 | $2.7B | 0.55% | |
| 59 | VWOVANGUARD INTL EQUITY INDEX F | 52,981 | $2.6B | 0.54% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 56,502 | $2.4B | 0.50% | |
| 61 | TAT&T INC | 82,126 | $2.4B | 0.49% | |
| 62 | OKTAOKTA INC | 23,280 | $2.3B | 0.48% | |
| 63 | BMYBRISTOL-MYERS SQUIBB CO | 47,733 | $2.2B | 0.45% | |
| 64 | SKYWSKYWEST INC | 21,235 | $2.2B | 0.45% | |
| 65 | GOOGLALPHABET INC | 11,943 | $2.1B | 0.43% | |
| 66 | KOCOCA COLA CO | 29,603 | $2.1B | 0.43% | |
| 67 | MRKMERCK & CO INC | 25,463 | $2.0B | 0.41% | |
| 68 | CAAPCORPORACION AMER ARPTS S A | 98,050 | $2.0B | 0.41% | |
| 69 | BSMBLACK STONE MINERALS L P | 150,245 | $2.0B | 0.40% | |
| 70 | PKGPACKAGING CORP AMER | 10,322 | $1.9B | 0.40% | |
| 71 | PAYXPAYCHEX INC | 13,183 | $1.9B | 0.39% | |
| 72 | SOSOUTHERN CO | 20,865 | $1.9B | 0.39% | |
| 73 | MFCMANULIFE FINL CORP | 59,696 | $1.9B | 0.39% | |
| 74 | CRMSALESFORCE INC | 6,364 | $1.7B | 0.36% | |
| 75 | LNTALLIANT ENERGY CORP | 28,691 | $1.7B | 0.36% | |
| 76 | QTWOQ2 HLDGS INC | 17,500 | $1.6B | 0.34% | |
| 77 | RGAREINSURANCE GRP OF AMERICA I | 8,183 | $1.6B | 0.33% | |
| 78 | PYPLPAYPAL HLDGS INC | 21,356 | $1.6B | 0.33% | |
| 79 | GRBKGREEN BRICK PARTNERS INC | 24,798 | $1.6B | 0.32% | |
| 80 | BXBLACKSTONE INC | 10,305 | $1.5B | 0.32% | |
| 81 | ETRENTERGY CORP NEW | 17,714 | $1.5B | 0.30% | |
| 82 | DYHTARGET CORP | 13,884 | $1.4B | 0.28% | |
| 83 | ITRNITURAN LOCATION AND CONTROL | 34,962 | $1.4B | 0.28% | |
| 84 | DUKDUKE ENERGY CORP NEW | 11,224 | $1.3B | 0.27% | |
| 85 | DRIDARDEN RESTAURANTS INC | 5,996 | $1.3B | 0.27% | |
| 86 | KMBKIMBERLY-CLARK CORP | 10,033 | $1.3B | 0.27% | |
| 87 | NVDANVIDIA CORPORATION | 7,708 | $1.2B | 0.25% | |
| 88 | LRNSTRIDE INC | 8,023 | $1.2B | 0.24% | |
| 89 | 7HPHP INC | 45,907 | $1.1B | 0.23% | |
| 90 | GPCGENUINE PARTS CO | 9,198 | $1.1B | 0.23% | |
| 91 | ETENERGY TRANSFER L P | 60,131 | $1.1B | 0.22% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 3,357 | $989.6M | 0.20% | |
| 93 | HDHOME DEPOT INC | 2,268 | $831.6M | 0.17% | |
| 94 | VOOVANGUARD INDEX FDS | 1,453 | $825.3M | 0.17% | |
| 95 | IVVISHARES TR | 1,309 | $812.8M | 0.17% | |
| 96 | RCLROYAL CARIBBEAN GROUP | 2,244 | $702.7M | 0.14% | |
| 97 | EATBRINKER INTL INC | 3,888 | $701.1M | 0.14% | |
| 98 | VTVVANGUARD INDEX FDS | 3,689 | $652.0M | 0.13% | |
| 99 | BACBANK AMERICA CORP | 11,580 | $548.0M | 0.11% | |
| 100 | MCKMCKESSON CORP | 689 | $504.9M | 0.10% |
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