Investor
LMG Wealth Partners, LLC
CIK 0001965772 · filed 2026-04-17 · SEC filing
13F book
$548.7M
Positions
154
6 new · 5 sold
Largest name
6.8%
Ishares Tr
Est. mark
−$116.1K
Price effect on 148 names still held. Flow $12.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 331.8K | $37.5M | 6.8% | −$3.37M | Cut−$3.75M |
| Walmart Inc. | WMT | 159.3K | $19.8M | 3.6% | $2.05M | Cut$2.02M |
| Apple Inc. | AAPL | 65.8K | $16.7M | 3.0% | −$1.19M | Added−$1.16M |
| Vanguard Index Fds | — | 75.6K | $16.4M | 3.0% | $411.4K | Added$467.2K |
| Chevron Corp New | CVX | 72.9K | $15.1M | 2.7% | $3.84M | Added$4.34M |
| Ishares Tr | — | 47.3K | $14.8M | 2.7% | −$424.5K | Added−$73.4K |
| Microsoft Corp | MSFT | 36K | $13.3M | 2.4% | −$3.77M | Added−$2.76M |
| Ishares Tr | — | 126.1K | $12.5M | 2.3% | −$73K | Added$557.4K |
| Ishares Tr | — | 96.4K | $12.4M | 2.3% | −$850.7K | Cut−$1.25M |
| RTX Corp | RTX | 62.3K | $12M | 2.2% | $591.4K | Cut$553.5K |
| Spdr S&P 500 Etf Tr | — | 17.9K | $11.7M | 2.1% | −$565.6K | Added−$563K |
| Franklin Templeton Etf Tr | — | 271.2K | $10.8M | 2.0% | $239.3K | Added$682.1K |
| Exxon Mobil Corp | — | 61.3K | $10.4M | 1.9% | $3.02M | Cut$2.97M |
| Cardinal Health Inc | CAH | 48.3K | $10.2M | 1.9% | $280.4K | Cut$200.1K |
| Ishares Tr | — | 48K | $10.1M | 1.8% | −$43.2K | Added$160.2K |
| Invesco Exchange Traded Fd T | — | 59.6K | $8.65M | 1.6% | $386.9K | Added$482.4K |
| Proshares Tr | — | 78.7K | $8.34M | 1.5% | $152.7K | Cut$137.6K |
| Ishares Tr | — | 62.8K | $8.32M | 1.5% | $56.8K | Added$99.2K |
| Amazon Com Inc | AMZN | 38K | $7.92M | 1.4% | −$851.6K | Added−$796K |
| Vanguard Admiral Fds Inc | — | 59.2K | $7.37M | 1.3% | $186.5K | Added$248.7K |
| Celestica Inc | CLS | 25.4K | $7.17M | 1.3% | −$354.3K | Cut−$549.7K |
| Prudential Finl Inc | — | 73.3K | $7.16M | 1.3% | −$1.06M | Added−$698.9K |
| Johnson & Johnson | JNJ | 28.7K | $7.01M | 1.3% | $1.07M | Added$1.12M |
| Us Bancorp Del | — | 131.8K | $6.85M | 1.2% | −$172.2K | Added$46.3K |
| Caterpillar Inc | CAT | 9.66K | $6.85M | 1.2% | $1.31M | Cut$1.29M |
| Emerson Elec Co | — | 51.3K | $6.72M | 1.2% | −$85.9K | Added$19.2K |
| Berkshire Hathaway Inc Del | — | 13.5K | $6.45M | 1.2% | −$313.4K | Added−$265.9K |
| Ishares Tr | — | 41.7K | $6.31M | 1.1% | $408.9K | Added$686.6K |
| Fedex Corp | FDX | 17.3K | $6.17M | 1.1% | $1.16M | Added$1.18M |
| Raymond James Finl Inc | — | 40.9K | $5.92M | 1.1% | −$638.8K | Added−$572.8K |
| Vanguard Index Fds | — | 66.4K | $5.89M | 1.1% | $13.7K | Added$147.1K |
| Mcdonalds Corp | MCD | 18.7K | $5.81M | 1.1% | $93.7K | Added$266.1K |
| Aflac Inc | AFL | 52.6K | $5.77M | 1.1% | −$29K | Added$67.2K |
| Pepsico Inc | PEP | 35.4K | $5.5M | 1.0% | $366.6K | Added$1.03M |
| Tesla, Inc. | TSLA | 14.1K | $5.23M | 1.0% | −$1000K | Added−$534.2K |
| Lowes Cos Inc | — | 21.8K | $5.15M | 0.9% | −$104.5K | Added−$23.3K |
| AbbVie Inc. | ABBV | 22.9K | $4.97M | 0.9% | −$243.8K | Added−$93.3K |
| Vanguard World Fd | — | 40.8K | $4.94M | 0.9% | −$499.8K | Added−$326.1K |
| Chubb Limited | — | 15K | $4.89M | 0.9% | $199.9K | Added$379.1K |
| Realty Income Corp | O | 79.8K | $4.88M | 0.9% | $367.1K | Added$578.1K |
| Vanguard Charlotte Fds | — | 98.1K | $4.71M | 0.9% | −$24.3K | Added$368K |
| Sterling Infrastructure, Inc. | STRL | 11.1K | $4.53M | 0.8% | $1.12M | Cut$1.11M |
| Allstate Corp | — | 21.8K | $4.52M | 0.8% | −$17.5K | Added$30.9K |
| Archer-Daniels-Midland Co | ADM | 57.7K | $4.2M | 0.8% | $841K | Added$1.01M |
| Ishares Inc | — | 64.1K | $4.15M | 0.8% | $42K | Added$254.4K |
| Sysco Corp | SYY | 56.3K | $4.02M | 0.7% | −$128.5K | Added$4.95K |
| Wells Fargo Co New | — | 49.5K | $3.94M | 0.7% | −$646.7K | Added−$495.3K |
| Jpmorgan Chase & Co. | — | 13.3K | $3.92M | 0.7% | −$373.4K | Added−$366.7K |
| Alphabet Inc | — | 13.4K | $3.86M | 0.7% | −$359.4K | Added−$328.4K |
| Proshares Tr | — | 42.7K | $3.69M | 0.7% | $85.9K | Added$386.2K |
| Automatic Data Processing In | — | 17.9K | $3.63M | 0.7% | −$907.4K | Added−$688K |
| Alphabet Inc | — | 11.9K | $3.43M | 0.6% | −$303K | Added−$297K |
| Verizon Communications Inc | VZ | 65.2K | $3.27M | 0.6% | $565.3K | Added$841.3K |
| Bristol-Myers Squibb Co | — | 53K | $3.21M | 0.6% | $316.1K | Added$671.9K |
| Home Depot, Inc. | HD | 9.67K | $3.18M | 0.6% | −$134.1K | Added$145.4K |
| Merck & Co., Inc. | MRK | 25.1K | $3.02M | 0.5% | $363.2K | Added$474.4K |
| Airbnb, Inc. | ABNB | 23.8K | $3.01M | 0.5% | −$214.4K | Added−$71.8K |
| Cisco Sys Inc | — | 38.7K | $3M | 0.5% | $21.1K | Added$106.1K |
| Micron Technology Inc | MU | 8.65K | $2.92M | 0.5% | $453.6K | Cut$447.3K |
| Applovin Corp | APP | 7.16K | $2.85M | 0.5% | −$1.92M | Added−$1.84M |
| Vanguard Intl Equity Index F | — | 50.5K | $2.73M | 0.5% | $14.7K | Added$15.1K |
| Disney Walt Co | — | 27.4K | $2.64M | 0.5% | −$458.9K | Added−$359.4K |
| Corporacion Amer Arpts S A | — | 103.2K | $2.61M | 0.5% | −$73K | Added−$62.7K |
| Ishares Tr | — | 17.1K | $2.5M | 0.5% | $80.4K | Held |
| Ishares Tr | — | 13.2K | $2.5M | 0.5% | $110.3K | Held |
| Eaton Corp Plc | ETN | 6.83K | $2.44M | 0.4% | $267.6K | Cut$209.7K |
| Coca Cola Co | KO | 31.7K | $2.41M | 0.4% | $187.2K | Added$277.2K |
| At&T Inc | — | 82.7K | $2.4M | 0.4% | $341.3K | Added$355.2K |
| Manulife Finl Corp | — | 66.5K | $2.29M | 0.4% | −$115.8K | Added$8.34K |
| Ishares Tr | — | 19.3K | $2.29M | 0.4% | $91.4K | Held |
| Packaging Corp Amer | — | 10.6K | $2.25M | 0.4% | $61.4K | Added$135.2K |
| Vanguard Index Fds | — | 6.97K | $2.24M | 0.4% | −$96K | Added$9.52K |
| Skywest Inc | SKYW | 23.7K | $2.18M | 0.4% | −$195.6K | Added−$113.2K |
| Okta, Inc. | OKTA | 27.4K | $2.16M | 0.4% | −$201.7K | Added−$92.6K |
| Alliant Energy Corp | LNT | 30K | $2.15M | 0.4% | $193.5K | Added$288.8K |
| Southern Co | — | 20.6K | $1.99M | 0.4% | $178.8K | Added$320.3K |
| Kinross Gold Corp | — | 64.8K | $1.98M | 0.4% | $146K | Added$235K |
| Nucor Corp | NUE | 11.5K | $1.95M | 0.4% | — | New |
| General Mtrs Co | — | 25.3K | $1.89M | 0.3% | −$23.9K | Added$1.6M |
| Incyte Corp | INCY | 18.5K | $1.74M | 0.3% | −$84.3K | Added−$52.4K |
| Commscope Hldg Co Inc | VISN | 94.8K | $1.73M | 0.3% | $6.25K | Added$107.5K |
| Willdan Group, Inc. | WLDN | 22.4K | $1.71M | 0.3% | −$542.7K | Added−$362.8K |
| Par Pac Holdings Inc | — | 26.9K | $1.68M | 0.3% | $594.6K | Added$923.1K |
| Black Stone Minerals, L.P. | BSM | 101.8K | $1.54M | 0.3% | $186.3K | Held |
| Duke Energy Corp New | — | 11.3K | $1.48M | 0.3% | $154.1K | Added$163.3K |
| Entergy Corp New | — | 12.9K | $1.45M | 0.3% | $257.8K | Held |
| Target Corp | TGT | 11.1K | $1.34M | 0.2% | $194.7K | Added$529.3K |
| Nvidia Corp | NVDA | 7.67K | $1.34M | 0.2% | −$92.6K | Added−$89.1K |
| Blackstone Inc. | BX | 11.2K | $1.28M | 0.2% | −$400K | Added−$291.2K |
| Paychex Inc | PAYX | 13.3K | $1.22M | 0.2% | −$228.2K | Added−$52.1K |
| Genuine Parts Co | GPC | 11.4K | $1.21M | 0.2% | −$165.2K | Added$26K |
| Hp Inc | HPQ | 62.7K | $1.2M | 0.2% | −$124.2K | Added$302.8K |
| Vanguard Index Fds | — | 2.01K | $1.2M | 0.2% | −$50K | Added$139.4K |
| Darden Restaurants Inc | DRI | 6.08K | $1.19M | 0.2% | $65.2K | Added$195.3K |
| Energy Transfer L P | — | 60.1K | $1.16M | 0.2% | $169K | Held |
| Dycom Inds Inc | — | 3.39K | $1.15M | 0.2% | — | New |
| Kimberly Clark Corp | KMB | 11K | $1.06M | 0.2% | −$39.6K | Added$158K |
| Ishares Tr | — | 1.31K | $855.1K | 0.2% | −$41.5K | Cut−$48.4K |
| International Business Machs | — | 3.46K | $839.6K | 0.2% | −$186.4K | Held |
| Brinker Intl Inc | — | 5.58K | $797.2K | 0.1% | −$3.56K | Added$115.1K |
| Oneok Inc /New/ | OKE | 8.75K | $791.3K | 0.1% | $147.9K | Held |
| Grayscale Bitcoin Mini Tr Et | — | 26.2K | $785.6K | 0.1% | −$175.6K | Added$7.29K |
| Vanguard Index Fds | — | 3.82K | $748.7K | 0.1% | $19.9K | Cut$12.7K |
| Royal Caribbean Group | — | 2.68K | $736.4K | 0.1% | −$9.32K | Added$41K |
| Marathon Pete Corp | — | 2.96K | $721.9K | 0.1% | $240.5K | Added$241.9K |
| Vanguard Intl Equity Index F | — | 9.04K | $678.7K | 0.1% | $13.9K | Cut−$4.69K |
| Vanguard World Fd | — | 909 | $634.2K | 0.1% | −$51K | Held |
| Procter And Gamble Co | PG | 4.22K | $609.8K | 0.1% | $4.77K | Held |
| Mckesson Corp | MCK | 689 | $596.2K | 0.1% | $31.1K | Held |
| Bank America Corp | — | 11.5K | $560.6K | 0.1% | −$71.9K | Cut−$85.1K |
| Western Digital Corp | WDC | 2.04K | $553.2K | 0.1% | $200.9K | Held |
| American Elec Pwr Co Inc | — | 4.1K | $536.9K | 0.1% | $64.6K | Held |
| Sylvamo Corp | SLVM | 12.1K | $512.5K | 0.1% | −$51K | Added$96.7K |
| Broadcom Inc. | AVGO | 1.62K | $501.1K | 0.1% | −$59.2K | Held |
| Pfizer Inc | PFE | 17.6K | $493.3K | 0.1% | $55.9K | Cut$46.7K |
| United Parcel Service Inc | UPS | 4.86K | $478K | 0.1% | −$3.83K | Added$1.97K |
| Vanguard Index Fds | — | 1.55K | $445.7K | 0.1% | −$4.72K | Cut−$10.8K |
| Vanguard Index Fds | — | 1.7K | $444.7K | 0.1% | $6.74K | Held |
| Vanguard World Fd | — | 1.62K | $441.8K | 0.1% | −$25.1K | Added−$23.5K |
| Vanguard Scottsdale Fds | — | 5.54K | $439K | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 1.61K | $435.9K | 0.1% | −$95.4K | Added−$92.4K |
| Vanguard Index Fds | — | 2.25K | $414.1K | 0.1% | $15.5K | Added$17.7K |
| Vanguard Specialized Funds | — | 1.89K | $407.1K | 0.1% | −$8.93K | Cut−$107.8K |
| Sandisk Corp | SNDK | 631 | $400.9K | 0.1% | — | New |
| Waste Mgmt Inc Del | — | 1.55K | $356.4K | 0.1% | $15.7K | Added$16.9K |
| Ishares Tr | — | 2.77K | $344.1K | 0.1% | $11.4K | Cut−$6.96K |
| Cummins Inc | CMI | 628 | $337.9K | 0.1% | $17.3K | Held |
| Autozone Inc | AZO | 100 | $337.8K | 0.1% | −$1.37K | Held |
| Vanguard Whitehall Fds | — | 2.22K | $328.8K | 0.1% | $10.2K | Held |
| Csx Corp | CSX | 7.61K | $312.5K | 0.1% | $36.5K | Held |
| Ishares Tr | — | 5.27K | $299.5K | 0.1% | $11K | Held |
| Nextera Energy Inc | — | 3.22K | $299K | 0.1% | $40.6K | Held |
| General Dynamics Corp | GD | 860 | $295.2K | 0.1% | $5.64K | Held |
| Invesco Qqq Tr | — | 497 | $287K | 0.1% | −$18.4K | Held |
| GE Vernova Inc. | GEV | 315 | $275K | 0.1% | $69.1K | Held |
| Cal-Maine Foods Inc | CALM | 3.4K | $269.1K | 0.0% | −$1.43K | Held |
| Vanguard Bd Index Fds | — | 3.65K | $268.4K | 0.0% | −$1.53K | Added$5.1K |
| Republic Svcs Inc | — | 1.22K | $266.5K | 0.0% | $8.63K | Held |
| Canadian Pacific Kansas City | — | 3.36K | $264.6K | 0.0% | $16.9K | Held |
| Boeing Co | — | 1.3K | $259.1K | 0.0% | −$19.9K | Added$19.9K |
| Simon Ppty Group Inc New | — | 1.37K | $254.8K | 0.0% | $1.94K | Held |
| Texas Instrs Inc | — | 1.26K | $245.4K | 0.0% | $26.1K | Held |
| Deere & Co | DE | 431 | $242.5K | 0.0% | $41.6K | Added$42.1K |
| Tjx Cos Inc New | — | 1.5K | $239.7K | 0.0% | $9.14K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 4.38K | $231.4K | 0.0% | −$66.2K | Added−$58.7K |
| Philip Morris Intl Inc | — | 1.31K | $217.4K | 0.0% | $6.5K | Held |
| Select Sector Spdr Tr | — | 1.61K | $213.7K | 0.0% | −$17.8K | Held |
| Abbott Labs | ABT | 2.07K | $212.9K | 0.0% | −$46.9K | Cut−$82.1K |
| Schwab Strategic Tr | — | 4.22K | $206.7K | 0.0% | — | New |
| Ford Mtr Co | — | 15.4K | $177.6K | 0.0% | −$24.3K | Held |
| Crescent Cap Bdc Inc | — | 13.5K | $164.6K | 0.0% | −$21.9K | Added$3.03K |
| Intellia Therapeutics, Inc. | NTLA | 12K | $153.8K | 0.0% | $45.6K | Added$46.7K |
| Kyndryl Hldgs Inc | — | 10K | $131.2K | 0.0% | — | New |
| Stellantis N.V. | STLA | 12.2K | $86.1K | 0.0% | −$46.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.