LMG Wealth Partners, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$536.0B

Holdings

153

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (153 positions)

#	Stock	Shares	Value	% Portfolio
1	IVWISHARES TR	334,947	$41.3B	7.70%
2	AAPLAPPLE INC	65,728	$17.9B	3.33%
3	WMTWALMART INC	159,652	$17.8B	3.32%
4	MSFTMICROSOFT CORP	33,218	$16.1B	3.00%
5	VBRVANGUARD INDEX FDS	75,342	$16.0B	2.98%
6	IWOISHARES TR	46,144	$14.9B	2.78%
7	IWPISHARES TR	99,396	$13.6B	2.54%
8	SPYSPDR S&P 500 ETF TR	17,910	$12.2B	2.28%
9	AGGISHARES TR	119,714	$12.0B	2.23%
10	RTXRTX CORPORATION	62,476	$11.5B	2.14%
11	CVXCHEVRON CORP NEW	70,422	$10.7B	2.00%
12	DIVIFRANKLIN TEMPLETON ETF TR	260,068	$10.1B	1.89%
13	CAHCARDINAL HEALTH INC	48,677	$10.0B	1.87%
14	IVEISHARES TR	47,011	$10.0B	1.86%
15	AMZNAMAZON COM INC	37,764	$8.7B	1.63%
16	IJJISHARES TR	62,459	$8.2B	1.53%
17	NOBLPROSHARES TR	78,849	$8.2B	1.53%
18	XMMOINVESCO EXCHANGE TRADED FD T	58,972	$8.2B	1.52%
19	PRUPRUDENTIAL FINL INC	69,630	$7.9B	1.47%
20	CLSCELESTICA INC	26,098	$7.7B	1.44%
21	XOMEXXON MOBIL CORP	61,709	$7.4B	1.39%
22	VIOGVANGUARD ADMIRAL FDS INC	58,708	$7.1B	1.33%
23	USBUS BANCORP DEL	127,556	$6.8B	1.27%
24	BRK/BBERKSHIRE HATHAWAY INC DEL	13,364	$6.7B	1.25%
25	EMREMERSON ELEC CO	50,521	$6.7B	1.25%
26	RJFRAYMOND JAMES FINL INC	40,430	$6.5B	1.21%
27	JNJJOHNSON & JOHNSON	28,430	$5.9B	1.10%
28	TSLATESLA INC	12,825	$5.8B	1.08%
29	VNQVANGUARD INDEX FDS	64,885	$5.7B	1.07%
30	AFLAFLAC INC	51,717	$5.7B	1.06%
31	AQLTISHARES TR	39,819	$5.6B	1.05%
32	CATCATERPILLAR INC	9,703	$5.6B	1.04%
33	MCDMCDONALDS CORP	18,151	$5.5B	1.03%
34	VFHVANGUARD WORLD FD	39,412	$5.3B	0.98%
35	LOWLOWES COS INC	21,447	$5.2B	0.96%
36	ABBVABBVIE INC	22,165	$5.1B	0.94%
37	FDXFEDEX CORP	17,271	$5.0B	0.93%
38	APPAPPLOVIN CORP	6,962	$4.7B	0.88%
39	CBCHUBB LIMITED	14,458	$4.5B	0.84%
40	ALSALLSTATE CORP	21,553	$4.5B	0.84%
41	PEPPEPSICO INC	31,134	$4.5B	0.83%
42	WFCWELLS FARGO CO NEW	47,591	$4.4B	0.83%
43	BNDXVANGUARD CHARLOTTE FDS	89,891	$4.3B	0.81%
44	ADPAUTOMATIC DATA PROCESSING IN	16,788	$4.3B	0.81%
45	OREALTY INCOME CORP	76,310	$4.3B	0.80%
46	JPMJPMORGAN CHASE & CO.	13,308	$4.3B	0.80%
47	GOOGALPHABET INC	13,341	$4.2B	0.78%
48	SYYSYSCO CORP	54,455	$4.0B	0.75%
49	EEMVISHARES INC	60,807	$3.9B	0.73%
50	GOOGLALPHABET INC	11,912	$3.7B	0.70%
51	STRLSTERLING INFRASTRUCTURE INC	11,173	$3.4B	0.64%
52	REGLPROSHARES TR	39,246	$3.3B	0.62%
53	ADMARCHER DANIELS MIDLAND CO	55,326	$3.2B	0.59%
54	ABNBAIRBNB INC	22,712	$3.1B	0.58%
55	HDHOME DEPOT INC	8,823	$3.0B	0.57%
56	DISDISNEY WALT CO	26,390	$3.0B	0.56%
57	CSCOCISCO SYS INC	37,593	$2.9B	0.54%
58	VWOVANGUARD INTL EQUITY INDEX F	50,530	$2.7B	0.51%
59	CAAPCORPORACION AMER ARPTS S A	102,832	$2.7B	0.50%
60	MRKMERCK & CO INC	24,162	$2.5B	0.47%
61	BMYBRISTOL-MYERS SQUIBB CO	47,106	$2.5B	0.47%
62	MUMICRON TECHNOLOGY INC	8,674	$2.5B	0.46%
63	BACVERIZON COMMUNICATIONS INC	59,695	$2.4B	0.45%
64	IWSISHARES TR	17,142	$2.4B	0.45%
65	IWNISHARES TR	13,166	$2.4B	0.44%
66	SKYWSKYWEST INC	22,802	$2.3B	0.43%
67	MFCMANULIFE FINL CORP	62,926	$2.3B	0.43%
68	OKTAOKTA INC	25,998	$2.2B	0.42%
69	ETNEATON CORP PLC	7,011	$2.2B	0.42%
70	VTIVANGUARD INDEX FDS	6,641	$2.2B	0.42%
71	IJSISHARES TR	19,316	$2.2B	0.41%
72	KOCOCA COLA CO	30,483	$2.1B	0.40%
73	PKGPACKAGING CORP AMER	10,249	$2.1B	0.39%
74	J2AWILLDAN GROUP INC	20,026	$2.1B	0.39%
75	TAT&T INC	82,249	$2.0B	0.38%
76	CRMSALESFORCE INC	7,485	$2.0B	0.37%
77	LNTALLIANT ENERGY CORP	28,666	$1.9B	0.35%
78	INCYINCYTE CORP	18,125	$1.8B	0.33%
79	KGCKINROSS GOLD CORP	61,846	$1.7B	0.32%
80	SOSOUTHERN CO	19,184	$1.7B	0.31%
81	ROPROPER TECHNOLOGIES INC	3,728	$1.7B	0.31%
82	VISNCOMMSCOPE HLDG CO INC	89,260	$1.6B	0.30%
83	BXBLACKSTONE INC	10,216	$1.6B	0.29%
84	NVDANVIDIA CORPORATION	7,649	$1.4B	0.27%
85	BSMBLACK STONE MINERALS L P	101,824	$1.4B	0.25%
86	PYPLPAYPAL HLDGS INC	23,088	$1.3B	0.25%
87	DUKDUKE ENERGY CORP NEW	11,223	$1.3B	0.25%
88	PAYXPAYCHEX INC	11,376	$1.3B	0.24%
89	ETRENTERGY CORP NEW	12,934	$1.2B	0.22%
90	GPCGENUINE PARTS CO	9,598	$1.2B	0.22%
91	VOOVANGUARD INDEX FDS	1,690	$1.1B	0.20%
92	IBMINTERNATIONAL BUSINESS MACHS	3,464	$1.0B	0.19%
93	DRIDARDEN RESTAURANTS INC	5,421	$997.0M	0.19%
94	ETENERGY TRANSFER L P	60,131	$991.0M	0.18%
95	KMBKIMBERLY-CLARK CORP	8,969	$904.0M	0.17%
96	IVVISHARES TR	1,319	$903.0M	0.17%
97	7HPHP INC	40,464	$901.0M	0.17%
98	DYHTARGET CORP	8,303	$811.0M	0.15%
99	BTCGRAYSCALE BITCOIN MINI TR ET	20,097	$778.0M	0.15%
100	PARRPAR PAC HOLDINGS INC	21,622	$759.0M	0.14%

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