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CIK: 0001965772
Total reported value
$625.8M
$625.8M
151 檔
17.6%
At the close of Q3 2025, LMG Wealth Partners, LLC disclosed equity holdings valued at approximately $625.8M, spread across 151 reported holdings.
In Q3 2025, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 29 new positions and adding to 75 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 | 7.50% | +0.47% | -0.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.04% | +0.04% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.32% | -0.74% | -0.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.31% | -0.23% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.93% | -0.03% | +0.14% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.69% | +0.29% | +1.16% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.61% | +0.14% | +0.30% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.23% | -0.12% | -0.97% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.02% | +0.06% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.80% | +5.90% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.09% | -0.29% | -0.52% | |
| 12 | DIVI | Franklin International Core | ETF-Other | 1.76% | -0.11% | +1.37% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.73% | -0.03% | +1.01% | |
| 14 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.70% | -0.01% | -0.51% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.01% | -0.06% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.53% | +0.08% | +1.71% | |
| 17 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.47% | +0.09% | -0.91% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.43% | -0.07% | +0.00% | |
| 19 | PRU | Prudential Financial Inc | Stock-Financials | 1.42% | -0.02% | -0.25% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.40% | -0.04% | +2.54% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.35% | -0.03% | -0.47% | |
| 22 | RJF | Raymond James Financial Inc | Stock-Financials | 1.30% | -0.09% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.57% | +0.95% | |
| 24 | CLS | Celestica Inc | Stock-Tech | 1.29% | -0.18% | -8.97% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.10% | +7.95% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 1.20% | -0.02% | +0.09% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.18% | +0.06% | +0.66% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.10% | +0.02% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.10% | +0.01% | +0.37% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.09% | -0.18% | +0.79% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | +0.17% | +1.65% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 1.01% | +0.05% | +0.01% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.00% | +0.02% | +1.86% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 0.99% | +0.02% | +0.33% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.12% | +1.93% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.21% | -28.04% | |
| 37 | APP | Applovin Corp-class A | Stock-Tech | 0.95% | +0.02% | -10.43% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.06% | +0.12% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.41% | -0.55% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.90% | -0.05% | +1.58% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.90% | +0.07% | -0.14% | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.86% | -0.03% | +0.16% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.81% | — | -1.35% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.02% | +0.16% | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.76% | -0.26% | +2.86% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.74% | -0.04% | +0.91% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.04% | -0.03% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.74% | -0.02% | — | |
| 49 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.71% | +0.29% | -4.43% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.09% | -0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | +0.7% | -8.97% | Trim |
| 2 | WFC | Wells Fargo & Co | +0.6% | -0.03% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.5% | -0.11% | Trim |
| 4 | APP | Applovin Corp-class A | +0.5% | -10.43% | Trim |
| 5 | STRL | Sterling Infrastructure Inc | +0.4% | -4.43% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | -0.23% | Trim |
| 7 | TSLA | Tesla Inc | +0.4% | +1.65% | Add |
| 8 | IWN | Ishares Russell 2000 Value E | +0.4% | +487.33% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | -0.55% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.15% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.06% | Add |
| 12 | IWO | Ishares Russell 2000 Growth | +0.1% | +1.16% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.16% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -1.45% | Add |
| 15 | RTX | Rtx CORP | +0.1% | -0.52% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.16% | Add |
| 17 | GPC | Genuine Parts Co | +0.1% | +3.64% | Add |
| 18 | RJF | Raymond James Financial Inc | +0.1% | — | Add |
| 19 | GRBK | Green Brick Partners Inc | +0.1% | +3.08% | Add |
| 20 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +2.01% | Add |
| 21 | BX | Blackstone Inc | 0% | +0.92% | Add |
| 22 | ADM | Archer-daniels-midland Co | 0% | -0.07% | Add |
| 23 | HPQ | Hp Inc | 0% | +3.19% | Add |
| 24 | VEU | Vanguard Ftse All-world Ex-u | 0% | +43.99% | Add |
| 25 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 26 | NTLA | Intellia Therapeutics Inc | 0% | +1.14% | Trim |
| 27 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.30% | Trim |
| 28 | XMMO | Invesco S&p Midcap Momentum | 0% | +1.71% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.41% | Add |
| 30 | PYPL | Paypal Holdings Inc | 0% | +12.40% | Add |
| 31 | MPC | Marathon Petroleum CORP | 0% | +0.20% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 34 | DIS | Walt Disney Co/the | — | +2.73% | Add |
| 35 | SKYW | Skywest Inc | — | +3.49% | Add |
| 36 | BAC | Bank Of America CORP | — | +0.27% | Add |
| 37 | MCK | Mckesson CORP | — | — | Unchanged |
| 38 | PFE | Pfizer Inc | — | +13.71% | Add |
| 39 | EEM | Ishares Msci Emerging Market | — | -4.21% | Trim |
| 40 | IJR | Ishares Core S&p Small-cap E | — | +5.07% | Add |
| 41 | GD | General Dynamics CORP | — | — | Unchanged |
| 42 | AZO | Autozone Inc | — | — | Unchanged |
| 43 | CSX | Csx CORP | — | — | Unchanged |
| 44 | F | Ford Motor Co | — | — | Unchanged |
| 45 | SPG | Simon Property Group Inc | — | — | Unchanged |
| 46 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 47 | CP | Canadian Pacific Kansas City | — | — | Unchanged |
| 48 | DIVI | Franklin International Core | 0% | +1.37% | Add |
| 49 | EMR | Emerson Electric Co | 0% | -0.47% | Trim |
| 50 | CSCO | Cisco Systems Inc | 0% | +1.74% | 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 151 disclosed positions in Q3 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, AAPL, WMT) accounted for 17.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWS
市值: $2.6M
Top Position Liquidated / Trimmed
Ituran Location And Control
前期市值: $1.1M
During Q3 2025, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.5%)、AAPL (3.5%)、WMT (3.3%). The largest single position, IVW, represented 7.5% of total portfolio value.
In Q3 2025, LMG Wealth Partners, LLC made 141 total portfolio adjustments, initiating 29 new buys, adding to 75 positions, trimming 31 holdings, and fully liquidating 6 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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