LMG Wealth Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$537.8B
Holdings
151
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (151 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 334,164 | $40.3B | 7.50% | |
| 2 | AAPLAPPLE INC | 72,999 | $18.6B | 3.46% | |
| 3 | WMTWALMART INC | 172,981 | $17.8B | 3.32% | |
| 4 | MSFTMICROSOFT CORP | 33,880 | $17.5B | 3.26% | |
| 5 | VBRVANGUARD INDEX FDS | 75,554 | $15.8B | 2.93% | |
| 6 | IWOISHARES TR | 45,191 | $14.5B | 2.69% | |
| 7 | IWPISHARES TR | 98,695 | $14.1B | 2.61% | |
| 8 | AGGISHARES TR | 119,407 | $12.0B | 2.23% | |
| 9 | SPYSPDR S&P 500 ETF TR | 17,910 | $11.9B | 2.22% | |
| 10 | CVXCHEVRON CORP NEW | 76,792 | $11.9B | 2.22% | |
| 11 | RTXRTX CORPORATION | 67,154 | $11.2B | 2.09% | |
| 12 | DIVIFRANKLIN TEMPLETON ETF TR | 253,095 | $9.4B | 1.76% | |
| 13 | IVEISHARES TR | 44,998 | $9.3B | 1.73% | |
| 14 | CAHCARDINAL HEALTH INC | 58,413 | $9.2B | 1.70% | |
| 15 | AMZNAMAZON COM INC | 39,886 | $8.8B | 1.63% | |
| 16 | XMMOINVESCO EXCHANGE TRADED FD T | 60,954 | $8.2B | 1.53% | |
| 17 | VIOGVANGUARD ADMIRAL FDS INC | 65,045 | $7.9B | 1.47% | |
| 18 | IJJISHARES TR | 59,111 | $7.7B | 1.43% | |
| 19 | PRUPRUDENTIAL FINL INC | 73,760 | $7.7B | 1.42% | |
| 20 | NOBLPROSHARES TR | 73,114 | $7.5B | 1.40% | |
| 21 | EMREMERSON ELEC CO | 55,178 | $7.2B | 1.35% | |
| 22 | RJFRAYMOND JAMES FINL INC | 40,440 | $7.0B | 1.30% | |
| 23 | XOMEXXON MOBIL CORP | 61,717 | $7.0B | 1.29% | |
| 24 | CLSCELESTICA INC | 28,137 | $6.9B | 1.29% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,265 | $6.7B | 1.24% | |
| 26 | AFLAFLAC INC | 57,572 | $6.4B | 1.20% | |
| 27 | USBUS BANCORP DEL | 131,679 | $6.4B | 1.18% | |
| 28 | LOWLOWES COS INC | 24,121 | $6.1B | 1.13% | |
| 29 | VNQVANGUARD INDEX FDS | 64,658 | $5.9B | 1.10% | |
| 30 | MCDMCDONALDS CORP | 19,208 | $5.8B | 1.09% | |
| 31 | TSLATESLA INC | 12,654 | $5.6B | 1.05% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 18,464 | $5.4B | 1.01% | |
| 33 | AQLTISHARES TR | 38,022 | $5.4B | 1.00% | |
| 34 | VFHVANGUARD WORLD FD | 40,627 | $5.3B | 0.99% | |
| 35 | JNJJOHNSON & JOHNSON | 28,680 | $5.3B | 0.99% | |
| 36 | PEPPEPSICO INC | 36,798 | $5.2B | 0.96% | |
| 37 | APPAPPLOVIN CORP | 7,113 | $5.1B | 0.95% | |
| 38 | ABBVABBVIE INC | 21,748 | $5.0B | 0.94% | |
| 39 | CATCATERPILLAR INC | 10,226 | $4.9B | 0.91% | |
| 40 | OREALTY INCOME CORP | 80,037 | $4.9B | 0.90% | |
| 41 | SYYSYSCO CORP | 58,835 | $4.8B | 0.90% | |
| 42 | ALSALLSTATE CORP | 21,553 | $4.6B | 0.86% | |
| 43 | BNDXVANGUARD CHARLOTTE FDS | 87,788 | $4.3B | 0.81% | |
| 44 | JPMJPMORGAN CHASE & CO. | 13,286 | $4.2B | 0.78% | |
| 45 | FDXFEDEX CORP | 17,383 | $4.1B | 0.76% | |
| 46 | CBCHUBB LIMITED | 14,159 | $4.0B | 0.74% | |
| 47 | WFCWELLS FARGO CO NEW | 47,448 | $4.0B | 0.74% | |
| 48 | EEMVISHARES INC | 62,163 | $4.0B | 0.74% | |
| 49 | STRLSTERLING INFRASTRUCTURE INC | 11,315 | $3.8B | 0.71% | |
| 50 | GOOGALPHABET INC | 14,950 | $3.6B | 0.68% | |
| 51 | ADMARCHER DANIELS MIDLAND CO | 57,578 | $3.4B | 0.64% | |
| 52 | DISDISNEY WALT CO | 28,947 | $3.3B | 0.62% | |
| 53 | REGLPROSHARES TR | 38,516 | $3.3B | 0.61% | |
| 54 | PGPROCTER AND GAMBLE CO | 19,082 | $2.9B | 0.55% | |
| 55 | GOOGLALPHABET INC | 11,924 | $2.9B | 0.54% | |
| 56 | VWOVANGUARD INTL EQUITY INDEX F | 52,233 | $2.8B | 0.53% | |
| 57 | ETNEATON CORP PLC | 7,488 | $2.8B | 0.52% | |
| 58 | CSCOCISCO SYS INC | 39,367 | $2.7B | 0.50% | |
| 59 | ABNBAIRBNB INC | 21,872 | $2.7B | 0.49% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 58,913 | $2.6B | 0.48% | |
| 61 | IWSISHARES TR | 18,311 | $2.6B | 0.48% | |
| 62 | ROPROPER TECHNOLOGIES INC | 5,073 | $2.5B | 0.47% | |
| 63 | IWNISHARES TR | 14,049 | $2.5B | 0.46% | |
| 64 | BMYBRISTOL-MYERS SQUIBB CO | 52,252 | $2.4B | 0.44% | |
| 65 | TAT&T INC | 82,194 | $2.3B | 0.43% | |
| 66 | PKGPACKAGING CORP AMER | 10,479 | $2.3B | 0.42% | |
| 67 | OKTAOKTA INC | 24,554 | $2.3B | 0.42% | |
| 68 | SKYWSKYWEST INC | 21,976 | $2.2B | 0.41% | |
| 69 | MRKMERCK & CO INC | 26,013 | $2.2B | 0.41% | |
| 70 | VTIVANGUARD INDEX FDS | 6,641 | $2.2B | 0.41% | |
| 71 | IJSISHARES TR | 19,316 | $2.1B | 0.40% | |
| 72 | KOCOCA COLA CO | 30,253 | $2.0B | 0.37% | |
| 73 | LNTALLIANT ENERGY CORP | 29,392 | $2.0B | 0.37% | |
| 74 | MFCMANULIFE FINL CORP | 62,570 | $1.9B | 0.36% | |
| 75 | GRBKGREEN BRICK PARTNERS INC | 25,562 | $1.9B | 0.35% | |
| 76 | J2AWILLDAN GROUP INC | 19,486 | $1.9B | 0.35% | |
| 77 | CAAPCORPORACION AMER ARPTS S A | 101,749 | $1.8B | 0.34% | |
| 78 | SOSOUTHERN CO | 19,317 | $1.8B | 0.34% | |
| 79 | BXBLACKSTONE INC | 10,400 | $1.8B | 0.33% | |
| 80 | BSMBLACK STONE MINERALS L P | 135,162 | $1.8B | 0.33% | |
| 81 | PAYXPAYCHEX INC | 13,549 | $1.7B | 0.32% | |
| 82 | RGAREINSURANCE GRP OF AMERICA I | 8,883 | $1.7B | 0.32% | |
| 83 | CRMSALESFORCE INC | 7,073 | $1.7B | 0.31% | |
| 84 | PYPLPAYPAL HLDGS INC | 24,005 | $1.6B | 0.30% | |
| 85 | KGCKINROSS GOLD CORP | 59,499 | $1.5B | 0.27% | |
| 86 | QTWOQ2 HLDGS INC | 20,317 | $1.5B | 0.27% | |
| 87 | LRNSTRIDE INC | 9,810 | $1.5B | 0.27% | |
| 88 | NVDANVIDIA CORPORATION | 7,596 | $1.4B | 0.26% | |
| 89 | ETRENTERGY CORP NEW | 14,934 | $1.4B | 0.26% | |
| 90 | DUKDUKE ENERGY CORP NEW | 11,224 | $1.4B | 0.26% | |
| 91 | GPCGENUINE PARTS CO | 9,533 | $1.3B | 0.25% | |
| 92 | KMBKIMBERLY-CLARK CORP | 10,563 | $1.3B | 0.24% | |
| 93 | 7HPHP INC | 47,373 | $1.3B | 0.24% | |
| 94 | DYHTARGET CORP | 14,266 | $1.3B | 0.24% | |
| 95 | DRIDARDEN RESTAURANTS INC | 6,216 | $1.2B | 0.22% | |
| 96 | ETENERGY TRANSFER L P | 60,131 | $1.0B | 0.19% | |
| 97 | VOOVANGUARD INDEX FDS | 1,653 | $1.0B | 0.19% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 3,392 | $957.1M | 0.18% | |
| 99 | HDHOME DEPOT INC | 2,269 | $919.4M | 0.17% | |
| 100 | IVVISHARES TR | 1,309 | $876.1M | 0.16% |
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