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Latest LMG Wealth Partners, LLC Stock Portfolio

$548Million | No. of Holdings #154

LMG Wealth Partners, LLC Performance

2026 Q1-0.08%
YTD-0.08%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 17 Apr, 2026
$548Million
  as of Apr 17, 2026

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 corp1,950,910
dycom inds inc1,148,940
vanguard scottsdale fds438,997
sandisk corp400,900
schwab strategic tr206,729
kyndryl hldgs inc131,200
New stocks bought by LMG Wealth Partners, LLC

Additions

Ticker% Inc.
general mtrs co623
hp inc54.94
sylvamo corp40.51
target corp33.25
grayscale bitcoin mini tr et30.35
par pac holdings inc24.25
kimberly-clark corp22.85
genuine parts co18.84
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.

  • Others
  • Industrials
  • Technology
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Communication Services
  • Utilities
Sector%
Others42.2
Industrials9.4
Technology8.7
Financial Services8.2
Consumer Defensive7.2
Consumer Cyclical7.1
Healthcare5.8
Energy5.7
Communication Services2.8
Utilities1.4

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED42.2
MEGA-CAP31.1
LARGE-CAP24.7
MID-CAP1.6

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053.6
Others43.7
RUSSELL 20002.7
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.

$548.74MTotal Value
159Positions
17 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of LMG Wealth Partners, LLC, last reported on 17 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
LMG Wealth Partners, LLC's holding in Ishares Inc over time
0.76%64,089
$4.15M
0.76%
increased 5.4 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
LMG Wealth Partners, LLC's holding in Proshares Tr over time
0.67%42,721
$3.69M
0.67%
increased 8.85 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LMG Wealth Partners, LLC's holding in Vanguard Bd Index Fds over time
0.05%3,645
$268.4K
0.05%
increased 2.53 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LMG Wealth Partners, LLC's holding in Vanguard Scottsdale Fds over time
0.08%5,538
$439.0K
0.08%
new position