Latest LMG Wealth Partners, LLC Stock Portfolio

LMG Wealth Partners, LLC Performance:

2026 Q1: -0.08%YTD: -0.08%2025: 13.07%

Performance for 2026 Q1 is -0.08%, and YTD is -0.08%, and 2025 is 13.07%.

About LMG Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

LMG Wealth Partners, LLC is a hedge fund based in Shreveport, LA. On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, LMG Wealth Partners, LLC reported an equity portfolio of $548.7 Millions as of 31 Mar, 2026.

The top stock holdings of LMG Wealth Partners, LLC are IJR, WMT, AAPL. The fund has invested 6.8% of it's portfolio in ISHARES TR and 3.6% of portfolio in WALMART INC.

The fund managers got completely rid off SALESFORCE INC (CRM), ROPER TECHNOLOGIES INC (ROP) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in VANGUARD SPECIALIZED FUNDS (VIG), ABBOTT LABORATORIES (ABT) and ISHARES TR (IJR). LMG Wealth Partners, LLC opened new stock positions in NUCOR CORP (NUE), DYCOM INDS INC (DY) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MTRS CO (GM), HP INC (HPQ) and SYLVAMO CORP (SLVM).

LMG Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LMG Wealth Partners, LLC made a return of -0.08% in the last quarter. In trailing 12 months, it's portfolio return was 16.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nucor corp	1,950,910
dycom inds inc	1,148,940
vanguard scottsdale fds	438,997
sandisk corp	400,900
schwab strategic tr	206,729
kyndryl hldgs inc	131,200

New stocks bought by LMG Wealth Partners, LLC

Additions

Ticker	% Inc.
general mtrs co	623
hp inc	54.94
sylvamo corp	40.51
target corp	33.25
grayscale bitcoin mini tr et	30.35
par pac holdings inc	24.25
kimberly-clark corp	22.85
genuine parts co	18.84

Additions to existing portfolio by LMG Wealth Partners, LLC

Reductions

Ticker	% Reduced
vanguard specialized funds	-19.21
abbott laboratories	-11.93
ishares tr	-5.24
ishares tr	-2.97
vanguard intl equity index f	-2.72
eaton corp plc	-2.6
celestica inc	-2.53
pfizer inc	-2.05

LMG Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
paypal hldgs inc	-1,347,880
salesforce inc	-1,982,850
roper technologies inc	-1,659,440
oracle corp	-247,433
capital one finl corp	-264,172

LMG Wealth Partners, LLC got rid off the above stocks

Sector Distribution

LMG Wealth Partners, LLC has about 42.2% of it's holdings in Others sector.

Sector	%
Others	42.2
Industrials	9.4
Technology	8.7
Financial Services	8.2
Consumer Defensive	7.2
Consumer Cyclical	7.1
Healthcare	5.8
Energy	5.7
Communication Services	2.8
Utilities	1.4

Market Cap. Distribution

LMG Wealth Partners, LLC has about 55.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42.2
MEGA-CAP	31.1
LARGE-CAP	24.7
MID-CAP	1.6

Stocks belong to which Index?

About 56.3% of the stocks held by LMG Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53.6
Others	43.7
RUSSELL 2000	2.7

Top 5 Winners (%)		%
PARR	par pac holdings inc	65.6 %
WDC	western digital corp	57.0 %
MPC	marathon pete corp	50.0 %
NTLA	intellia therapeutics inc	42.4 %
XOM	exxon mobil corp	40.8 %

Top 5 Winners ($)		$
CVX	chevron corporation	3.9 M
XOM	exxon mobil corp	3.0 M
WMT	walmart inc	2.1 M
CAT	caterpillar inc	1.3 M
FDX	fedex corp	1.2 M

Top 5 Losers (%)		%
APP	applovin corp	-40.6 %
STLA	stellantis n.v	-34.9 %
WLDN	willdan group inc	-25.1 %
BX	blackstone inc	-24.6 %
MSFT	microsoft corp	-22.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.9 M
IJR	ishares tr	-3.4 M
APP	applovin corp	-1.9 M
AAPL	apple inc	-1.2 M
PRU	prudential finl inc	-1.1 M

LMG Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LMG Wealth Partners, LLC

LMG Wealth Partners, LLC has 154 stocks in it's portfolio. About 31.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for LMG Wealth Partners, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.04	65,829	16,706,800	added	0.15

ABBV	abbvie inc	0.91	22,857	4,971,140	added	3.12

ABNB	airbnb inc	0.55	23,841	3,010,640	added	4.97

ABT	abbott laboratories	0.04	2,074	212,938	reduced	-11.93

ACWV	ishares inc	0.76	64,089	4,148,480	added	5.4

ADM	archer daniels midland co	0.76	57,715	4,195,300	added	4.32

ADP	automatic data processing in	0.66	17,868	3,630,420	added	6.43

AEP	american elec pwr co inc	0.10	4,096	536,904	unchanged	0.00

AFL	aflac inc	1.05	52,594	5,770,090	added	1.7

ALL	allstate corp	0.82	21,786	4,517,150	added	1.08

ALTS	proshares tr	0.67	42,721	3,691,520	added	8.85

AMZN	amazon com inc	1.44	38,031	7,920,720	added	0.71

APP	applovin corp	0.52	7,155	2,847,690	added	2.77

AVGO	broadcom inc	0.09	1,619	501,097	unchanged	0.00

AZO	autozone inc	0.06	100	337,778	unchanged	0.00

BA	boeing co	0.05	1,302	259,137	added	18.15

BAC	bank america corp	0.10	11,499	560,576	reduced	-2.04

BIV	vanguard bd index fds	0.05	3,645	268,418	added	2.53

BMY	bristol-myers squibb co	0.58	52,972	3,212,750	added	12.45

BNDW	vanguard scottsdale fds	0.08	5,538	438,997	new