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CIK: 0001965772
Total reported value
$625.8M
$625.8M
153 檔
17.4%
In Q4 2025, LMG Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $625.8M, distributed across 153 disclosed stock positions.
LMG Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 7 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.70% | +0.47% | +0.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.04% | -9.96% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.32% | -0.74% | -7.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.31% | -1.95% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.98% | -0.03% | -0.28% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.78% | +0.29% | +2.11% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.54% | +0.14% | +0.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.02% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.23% | -0.12% | +0.26% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.14% | -0.29% | -6.97% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.00% | -0.80% | -8.30% | |
| 12 | DIVI | Franklin International Core | ETF-Other | 1.89% | -0.11% | +2.76% | |
| 13 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.87% | -0.01% | -16.67% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | -0.03% | +4.47% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.01% | -5.32% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.53% | -0.07% | +5.66% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.53% | -0.04% | +7.84% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.52% | +0.08% | -3.25% | |
| 19 | PRU | Prudential Financial Inc | Stock-Financials | 1.47% | -0.02% | -5.60% | |
| 20 | CLS | Celestica Inc | Stock-Tech | 1.44% | -0.18% | -7.25% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.57% | -0.01% | |
| 22 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.33% | +0.09% | -9.74% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.27% | +0.06% | -3.13% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.10% | +0.75% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.25% | -0.03% | -8.44% | |
| 26 | RJF | Raymond James Financial Inc | Stock-Financials | 1.21% | -0.09% | -0.02% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.12% | -0.87% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +0.17% | +1.35% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | +0.01% | +0.35% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 1.06% | -0.02% | -10.17% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.05% | +0.02% | +4.73% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.41% | -5.11% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.18% | -5.50% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 0.98% | +0.02% | -2.99% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.10% | -11.09% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.06% | +1.92% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.93% | -0.26% | -0.64% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.88% | +0.02% | -2.12% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.04% | +2.11% | |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.84% | -0.03% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.21% | -15.39% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.83% | -0.04% | +0.30% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.81% | — | +2.40% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | +0.05% | -9.08% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.80% | -0.05% | -4.66% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.02% | +0.17% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.09% | -10.76% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.75% | +0.07% | -7.44% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.73% | -0.02% | -2.18% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.01% | -0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.4% | +288.85% | Add |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.23% | Add |
| 3 | FDX | Fedex CORP | +0.2% | -0.64% | Trim |
| 4 | CAH | Cardinal Health Inc | +0.2% | -16.67% | Trim |
| 5 | ✓ | Corporacion Amer Arpts S A | +0.2% | +1.06% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.10% | Trim |
| 7 | CLS | Celestica Inc | +0.2% | -7.25% | Trim |
| 8 | CAT | Caterpillar Inc | +0.1% | -5.11% | Trim |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.47% | Add |
| 10 | DIVI | Franklin International Core | +0.1% | +2.76% | Add |
| 11 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +7.84% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.87% | Trim |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +5.66% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -10.76% | Trim |
| 15 | CB | Chubb Limited | +0.1% | +2.11% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.01% | Trim |
| 17 | WFC | Wells Fargo & Co | +0.1% | +0.30% | Add |
| 18 | USB | US Bancorp | +0.1% | -3.13% | Trim |
| 19 | IWO | Ishares Russell 2000 Growth | +0.1% | +2.11% | Add |
| 20 | ABNB | Airbnb Inc-class A | +0.1% | +3.84% | Add |
| 21 | MFC | Manulife Financial CORP | +0.1% | +0.57% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -7.12% | Trim |
| 23 | CRM | Salesforce Inc | +0.1% | +5.83% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 25 | KGC | Kinross Gold CORP | +0.1% | +3.94% | Add |
| 26 | RTX | Rtx CORP | +0.1% | -6.97% | Trim |
| 27 | DVY | Ishares Select Dividend ETF | +0.1% | +4.73% | Add |
| 28 | PRU | Prudential Financial Inc | +0.1% | -5.60% | Trim |
| 29 | VBR | Vanguard Small-cap Value ETF | +0.1% | -0.28% | Trim |
| 30 | CSCO | Cisco Systems Inc | 0% | -4.51% | Trim |
| 31 | WLDN | Willdan Group Inc | 0% | +2.77% | Add |
| 32 | UPS | United Parcel Service-cl B | 0% | +37.27% | Add |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -9.85% | Trim |
| 34 | OKE | Oneok Inc | 0% | +29.61% | Add |
| 35 | TSLA | Tesla Inc | 0% | +1.35% | Add |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +45.38% | Add |
| 37 | KO | Coca-cola Co/the | 0% | +0.76% | Add |
| 38 | AVGO | Broadcom Inc | 0% | +19.04% | Add |
| 39 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 40 | EAT | Brinker International Inc | 0% | +4.28% | Add |
| 41 | VB | Vanguard Small-cap ETF | 0% | +29.13% | Add |
| 42 | SLVM | Sylvamo CORP | 0% | +20.25% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +0.17% | Add |
| 44 | SKYW | Skywest Inc | 0% | +3.76% | Add |
| 45 | GM | General Motors Co | 0% | — | Unchanged |
| 46 | IBM | Intl Business Machines CORP | 0% | +2.12% | Add |
| 47 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 48 | CMI | Cummins Inc | 0% | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.75% | Add |
| 50 | VHT | Vanguard Health Care ETF | 0% | +0.56% | 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 153 disclosed positions in Q4 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 17.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $2.5M
Top Position Liquidated / Trimmed
GRBK
前期市值: $1.9M
During Q4 2025, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.7%)、AAPL (3.3%)、WMT (3.3%). The largest single position, IVW, represented 7.7% of total portfolio value.
In Q4 2025, LMG Wealth Partners, LLC made 135 total portfolio adjustments, initiating 9 new buys, adding to 59 positions, trimming 60 holdings, and fully liquidating 7 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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