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CIK: 0001965772
Total reported value
$625.8M
$625.8M
139 檔
16.0%
During the Q2 2025 filing period, LMG Wealth Partners, LLC (CIK: 0001965772) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $625.8M across 139 reported positions.
In Q2 2025, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 69 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.57% | +0.47% | -1.16% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 3.48% | -0.74% | -0.90% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.31% | -0.65% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.04% | -0.21% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.02% | -0.03% | -0.03% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.80% | +0.14% | -1.08% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.62% | +0.29% | -0.31% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.46% | -0.12% | -0.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | +0.02% | +7.93% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.13% | -0.80% | +2.74% | |
| 11 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.03% | -0.01% | -23.71% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.03% | -0.29% | -0.86% | |
| 13 | DIVI | Franklin International Core | ETF-Other | 1.83% | -0.11% | +2.31% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.01% | +0.28% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.79% | -0.03% | -0.10% | |
| 16 | PRU | Prudential Financial Inc | Stock-Financials | 1.63% | -0.02% | +1.80% | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.58% | +0.08% | -0.26% | |
| 18 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.54% | +0.09% | +0.05% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.52% | -0.03% | -0.43% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.50% | -0.07% | +1.49% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.48% | -0.04% | -1.41% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.39% | -0.21% | +5.12% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.57% | +1.30% | |
| 24 | RJF | Raymond James Financial Inc | Stock-Financials | 1.27% | -0.09% | +0.87% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 1.25% | -0.02% | -0.49% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.10% | -0.02% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.22% | +0.06% | +2.33% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.18% | +0.01% | +0.51% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 1.17% | +0.05% | -0.42% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.18% | +2.45% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.10% | +0.26% | |
| 32 | VFH | Vanguard Financials ETF | ETF-Other | 1.06% | +0.02% | -0.91% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.02% | +0.02% | -1.04% | |
| 34 | CLS | Celestica Inc | Stock-Tech | 0.99% | -0.18% | -0.98% | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 0.93% | -0.05% | +4.62% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.92% | +0.07% | +0.51% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.91% | — | +0.92% | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.89% | -0.03% | -0.09% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.12% | +2.79% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.04% | +1.26% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.06% | +0.27% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.41% | +3.25% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.17% | +6.72% | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.80% | -0.02% | -0.65% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | +1.68% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.79% | -0.26% | -0.09% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.78% | -0.04% | +346.89% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.06% | -0.05% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.64% | +0.01% | -0.96% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.62% | -0.05% | +1.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -0.65% | Trim |
| 2 | WFC | Wells Fargo & Co | +0.6% | +346.89% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.6% | -1.16% | Trim |
| 4 | CLS | Celestica Inc | +0.4% | -0.98% | Trim |
| 5 | STRL | Sterling Infrastructure Inc | +0.3% | +3.42% | Add |
| 6 | KMB | Kimberly-clark CORP | +0.3% | NEW | New buy |
| 7 | LRN | Stride Inc | +0.2% | NEW | New buy |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -1.08% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.93% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | New buy |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.43% | Trim |
| 13 | TSLA | Tesla Inc | +0.1% | +6.72% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.28% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | -0.05% | Trim |
| 16 | APP | Applovin Corp-class A | +0.1% | +0.49% | Add |
| 17 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | New buy |
| 18 | CAT | Caterpillar Inc | +0.1% | +3.25% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.68% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +9.78% | Add |
| 21 | IWO | Ishares Russell 2000 Growth | +0.1% | -0.31% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -0.90% | Trim |
| 23 | DIVI | Franklin International Core | +0.1% | +2.31% | Add |
| 24 | XMMO | Invesco S&p Midcap Momentum | +0.1% | -0.26% | Trim |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 27 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 28 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +13.79% | Add |
| 29 | GPC | Genuine Parts Co | +0.1% | +33.79% | Add |
| 30 | OKE | Oneok Inc | +0.1% | NEW | New buy |
| 31 | SLVM | Sylvamo CORP | +0.1% | NEW | New buy |
| 32 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 33 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | 0% | +3.41% | Add |
| 35 | SKYW | Skywest Inc | 0% | +0.96% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +1.27% | Add |
| 37 | QTWO | Q2 Holdings Inc | 0% | +4.72% | Add |
| 38 | PYPL | Paypal Holdings Inc | 0% | +7.56% | Add |
| 39 | DRI | Darden Restaurants Inc | 0% | +18.71% | Add |
| 40 | CMI | Cummins Inc | 0% | NEW | New buy |
| 41 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 42 | RJF | Raymond James Financial Inc | 0% | +0.87% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | +3.51% | Add |
| 44 | BX | Blackstone Inc | 0% | +9.07% | Add |
| 45 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 46 | RTX | Rtx CORP | 0% | -0.86% | Trim |
| 47 | USB | US Bancorp | 0% | +2.33% | Add |
| 48 | ABNB | Airbnb Inc-class A | 0% | +2.49% | Add |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.22% | Add |
| 50 | ✓ | Corporacion Amer Arpts S A | 0% | +3.01% | Add |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 139 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, WMT, MSFT) accounted for 16.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
KMB
市值: $1.3M
Top Position Liquidated / Trimmed
ANF
前期市值: $999.1K
During Q2 2025, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.6%)、WMT (3.5%)、MSFT (3.5%). The largest single position, IVW, represented 7.6% of total portfolio value.
In Q2 2025, LMG Wealth Partners, LLC made 120 total portfolio adjustments, initiating 15 new buys, adding to 69 positions, trimming 32 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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