LMG Wealth Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$537.8M
Holdings
151
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
IVWISHARES TR | $40.3M |
AAPLAPPLE INC | $18.6M |
WMTWALMART INC | $17.8M |
MSFTMICROSOFT CORP | $17.5M |
VBRVANGUARD INDEX FDS | $15.8M |
IWOISHARES TR | $14.5M |
IWPISHARES TR | $14.1M |
AGGISHARES TR | $12.0M |
SPYSPDR S&P 500 ETF TR | $11.9M |
CVXCHEVRON CORP NEW | $11.9M |
RTXRTX CORPORATION | $11.2M |
DIVIFRANKLIN TEMPLETON ETF TR | $9.4M |
IVEISHARES TR | $9.3M |
CAHCARDINAL HEALTH INC | $9.2M |
AMZNAMAZON COM INC | $8.8M |
XMMOINVESCO EXCHANGE TRADED FD T | $8.2M |
VIOGVANGUARD ADMIRAL FDS INC | $7.9M |
IJJISHARES TR | $7.7M |
PRUPRUDENTIAL FINL INC | $7.7M |
NOBLPROSHARES TR | $7.5M |
EMREMERSON ELEC CO | $7.2M |
RJFRAYMOND JAMES FINL INC | $7.0M |
XOMEXXON MOBIL CORP | $7.0M |
CLSCELESTICA INC | $6.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.7M |
AFLAFLAC INC | $6.4M |
USBUS BANCORP DEL | $6.4M |
LOWLOWES COS INC | $6.1M |
VNQVANGUARD INDEX FDS | $5.9M |
MCDMCDONALDS CORP | $5.8M |
TSLATESLA INC | $5.6M |
ADPAUTOMATIC DATA PROCESSING IN | $5.4M |
AQLTISHARES TR | $5.4M |
VFHVANGUARD WORLD FD | $5.3M |
JNJJOHNSON & JOHNSON | $5.3M |
PEPPEPSICO INC | $5.2M |
APPAPPLOVIN CORP | $5.1M |
ABBVABBVIE INC | $5.0M |
CATCATERPILLAR INC | $4.9M |
OREALTY INCOME CORP | $4.9M |
SYYSYSCO CORP | $4.8M |
ALSALLSTATE CORP | $4.6M |
BNDXVANGUARD CHARLOTTE FDS | $4.3M |
JPMJPMORGAN CHASE & CO. | $4.2M |
FDXFEDEX CORP | $4.1M |
CBCHUBB LIMITED | $4.0M |
WFCWELLS FARGO CO NEW | $4.0M |
EEMVISHARES INC | $4.0M |
STRLSTERLING INFRASTRUCTURE INC | $3.8M |
GOOGALPHABET INC | $3.6M |
ADMARCHER DANIELS MIDLAND CO | $3.4M |
DISDISNEY WALT CO | $3.3M |
REGLPROSHARES TR | $3.3M |
PGPROCTER AND GAMBLE CO | $2.9M |
GOOGLALPHABET INC | $2.9M |
VWOVANGUARD INTL EQUITY INDEX F | $2.8M |
ETNEATON CORP PLC | $2.8M |
CSCOCISCO SYS INC | $2.7M |
ABNBAIRBNB INC | $2.7M |
BACVERIZON COMMUNICATIONS INC | $2.6M |
IWSISHARES TR | $2.6M |
ROPROPER TECHNOLOGIES INC | $2.5M |
IWNISHARES TR | $2.5M |
BMYBRISTOL-MYERS SQUIBB CO | $2.4M |
TAT&T INC | $2.3M |
PKGPACKAGING CORP AMER | $2.3M |
OKTAOKTA INC | $2.3M |
SKYWSKYWEST INC | $2.2M |
MRKMERCK & CO INC | $2.2M |
VTIVANGUARD INDEX FDS | $2.2M |
IJSISHARES TR | $2.1M |
KOCOCA COLA CO | $2.0M |
LNTALLIANT ENERGY CORP | $2.0M |
MFCMANULIFE FINL CORP | $1.9M |
GRBKGREEN BRICK PARTNERS INC | $1.9M |
J2AWILLDAN GROUP INC | $1.9M |
CAAPCORPORACION AMER ARPTS S A | $1.8M |
SOSOUTHERN CO | $1.8M |
BXBLACKSTONE INC | $1.8M |
BSMBLACK STONE MINERALS L P | $1.8M |
PAYXPAYCHEX INC | $1.7M |
RGAREINSURANCE GRP OF AMERICA I | $1.7M |
CRMSALESFORCE INC | $1.7M |
PYPLPAYPAL HLDGS INC | $1.6M |
KGCKINROSS GOLD CORP | $1.5M |
QTWOQ2 HLDGS INC | $1.5M |
LRNSTRIDE INC | $1.5M |
NVDANVIDIA CORPORATION | $1.4M |
ETRENTERGY CORP NEW | $1.4M |
DUKDUKE ENERGY CORP NEW | $1.4M |
GPCGENUINE PARTS CO | $1.3M |
KMBKIMBERLY-CLARK CORP | $1.3M |
7HPHP INC | $1.3M |
DYHTARGET CORP | $1.3M |
DRIDARDEN RESTAURANTS INC | $1.2M |
ETENERGY TRANSFER L P | $1.0M |
VOOVANGUARD INDEX FDS | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $957K |
HDHOME DEPOT INC | $919K |
IVVISHARES TR | $876K |
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