LMG Wealth Partners, LLC

13F filer · CIK 0001965772

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$626MU.S. long equity reported on 13F

Positions12812 new · 4 closed

Net flow last quarter+$8.28MBuys minus sells

Top 10 positions weight20.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026128 positions
AAPLApple Inc.	$18.8M	3.00%	0.00%	-1.3%	Q4 2022
WMTWalmart Inc.	$18M	2.87%	0.00%	-0.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$13.4M	2.14%	Not reported	+0.1%	Q4 2022
MSFTMicrosoft Corp	$13.3M	2.12%	0.00%	-1.1%	Q4 2022
CVXChevron Corp	$12.2M	1.95%	0.00%	+1.0%	Q4 2022
RTXRTX Corp	$11.9M	1.90%	0.00%	+0.7%	Q4 2022
CAHCardinal Health Inc	$11.6M	1.85%	0.02%	+0.8%	Q4 2022
CATCaterpillar Inc	$10.4M	1.66%	0.00%	+1.1%	Q4 2022
NOBLNoble International, Ltd.	$9.26M	1.48%	Not reported	+4.8%	Q4 2022
AMZNAmazon Com Inc	$9.1M	1.45%	0.00%	+0.4%	Q4 2022
XOMExxonMobil Holdings Corp	$8.28M	1.32%	0.00%	-1.1%	Q4 2022
USBUS Bancorp \de\	$8.19M	1.31%	0.01%	+2.9%	Q4 2022
PRUPrudential Financial Inc	$8.03M	1.28%	0.02%	+1.5%	Q4 2022
EMREmerson Electric Co	$7.48M	1.20%	0.01%	+1.9%	Q4 2022
MUMicron Technology Inc	$7.37M	1.18%	0.00%	-26.2%	Q4 2025
JNJJohnson & Johnson	$7.28M	1.16%	0.00%	+0.1%	Q4 2022
CLSCelestica Inc	$7.08M	1.13%	0.02%	-23.7%	Q1 2024
TSLATesla, Inc.	$6.99M	1.12%	0.00%	+18.0%	Q4 2024
STRLSterling Infrastructure, Inc.	$6.97M	1.11%	0.03%	-25.3%	Q1 2024
BRK.BBerkshire Hathaway Inc	$6.79M	1.08%	Not reported	+0.8%	Q4 2022
AFLAflac Inc	$6.42M	1.03%	0.01%	+4.1%	Q4 2022
RJFRaymond James Financial Inc	$6.22M	0.99%	0.02%	+0.1%	Q4 2022
ABBVAbbVie Inc.	$6.06M	0.97%	0.00%	+5.4%	Q4 2022
MCDMcdonalds Corp	$5.49M	0.88%	0.00%	+8.6%	Q4 2022
FDXFedex Corp	$5.41M	0.86%	0.01%	-0.3%	Q4 2022
CBChubb Ltd	$5.35M	0.85%	0.00%	+4.6%	Q3 2023
ORealty Income Corp	$5.28M	0.84%	0.01%	+6.8%	Q4 2024
LOWLowes Companies Inc	$5.23M	0.84%	0.00%	+8.9%	Q4 2022
SYYSysco Corp	$5.02M	0.80%	0.01%	+6.7%	Q4 2022
ALLAllstate Corp	$4.97M	0.79%	0.01%	-4.1%	Q1 2025
PEPPepsico Inc	$4.97M	0.79%	0.00%	+3.6%	Q4 2022
GOOGAlphabet Inc.	$4.93M	0.79%	Not reported	+3.8%	Q4 2022
CSCOCisco Systems, Inc.	$4.49M	0.72%	0.00%	-1.2%	Q4 2022
ADMArcher-Daniels-Midland Co	$4.47M	0.71%	0.01%	+1.4%	Q2 2024
ADPAutomatic Data Processing Inc	$4.43M	0.71%	0.01%	+10.7%	Q4 2022
JPMJPMorgan Chase & Co	$4.3M	0.69%	0.00%	-1.4%	Q4 2022
WFCWells Fargo & Company	$4.24M	0.68%	0.00%	+3.6%	Q4 2022
GOOGLAlphabet Inc.	$3.9M	0.62%	0.00%	-8.5%	Q3 2023
OKTAOkta, Inc.	$3.52M	0.56%	Not reported	-5.7%	Q1 2024
HDHome Depot, Inc.	$3.52M	0.56%	0.00%	+3.1%	Q4 2022
MXLMaxlinear, Inc	$3.43M	0.55%	0.03%	New	Q2 2026
APPAppLovin Corp	$3.36M	0.54%	0.00%	-8.9%	Q1 2024
MRKMerck & Co., Inc.	$3.31M	0.53%	0.00%	+2.6%	Q4 2022
ABNBAirbnb, Inc.	$3.21M	0.51%	Not reported	-5.8%	Q4 2022
WWayfair Inc.	$3.21M	0.51%	Not reported	New	Q2 2026
BMYBristol Myers Squibb Co	$3.11M	0.50%	0.00%	+1.9%	Q4 2022
NUENucor Corp	$3.09M	0.49%	0.01%	+20.1%	Q1 2026
ETNEaton Corp plc	$2.93M	0.47%	0.00%	+0.6%	Q4 2022
IWSImageware Systems Inc	$2.82M	0.45%	Not reported	Not reported	Q3 2025
VZVerizon Communications Inc	$2.82M	0.45%	0.00%	+2.1%	Q4 2022

Q1 2026Reported Apr 17, 2026119 positions
WMTWalmart Inc.	$19.8M	3.61%	0.00%	-0.2%	Q4 2022
AAPLApple Inc.	$16.7M	3.04%	0.00%	+0.2%	Q4 2022
CVXChevron Corp	$15.1M	2.75%	0.00%	+3.5%	Q4 2022
MSFTMicrosoft Corp	$13.3M	2.43%	0.00%	+8.2%	Q4 2022
RTXRTX Corp	$12M	2.19%	0.00%	-0.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$11.7M	2.12%	Not reported	0.0%	Q4 2022
XOMExxonMobil Holdings Corp	$10.4M	1.89%	0.00%	-0.7%	Q4 2022
CAHCardinal Health Inc	$10.2M	1.86%	0.02%	-0.8%	Q4 2022
NOBLNoble International, Ltd.	$8.34M	1.52%	Not reported	-0.2%	Q4 2022
AMZNAmazon Com Inc	$7.92M	1.44%	0.00%	+0.7%	Q4 2022
CLSCelestica Inc	$7.17M	1.31%	0.02%	-2.5%	Q1 2024
PRUPrudential Financial Inc	$7.16M	1.30%	0.02%	+5.3%	Q4 2022
JNJJohnson & Johnson	$7.01M	1.28%	0.00%	+0.8%	Q4 2022
USBUS Bancorp \de\	$6.85M	1.25%	0.01%	+3.3%	Q4 2022
CATCaterpillar Inc	$6.85M	1.25%	0.00%	-0.4%	Q4 2022
EMREmerson Electric Co	$6.72M	1.23%	0.01%	+1.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.45M	1.18%	Not reported	+0.7%	Q4 2022
FDXFedex Corp	$6.17M	1.12%	0.01%	+0.3%	Q4 2022
RJFRaymond James Financial Inc	$5.92M	1.08%	0.02%	+1.1%	Q4 2022
MCDMcdonalds Corp	$5.81M	1.06%	0.00%	+3.1%	Q4 2022
AFLAflac Inc	$5.77M	1.05%	0.01%	+1.7%	Q4 2022
PEPPepsico Inc	$5.5M	1.00%	0.00%	+13.8%	Q4 2022
TSLATesla, Inc.	$5.23M	0.95%	0.00%	+9.8%	Q4 2024
LOWLowes Companies Inc	$5.15M	0.94%	0.00%	+1.6%	Q4 2022
ABBVAbbVie Inc.	$4.97M	0.91%	0.00%	+3.1%	Q4 2022
CBChubb Ltd	$4.89M	0.89%	0.00%	+3.8%	Q3 2023
ORealty Income Corp	$4.88M	0.89%	0.01%	+4.5%	Q4 2024
STRLSterling Infrastructure, Inc.	$4.53M	0.82%	0.04%	-0.5%	Q1 2024
ALLAllstate Corp	$4.52M	0.82%	0.01%	+1.1%	Q1 2025
ADMArcher-Daniels-Midland Co	$4.2M	0.76%	0.01%	+4.3%	Q2 2024
SYYSysco Corp	$4.02M	0.73%	0.01%	+3.4%	Q4 2022
WFCWells Fargo & Company	$3.94M	0.72%	0.00%	+4.0%	Q4 2022
JPMJPMorgan Chase & Co	$3.92M	0.71%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$3.86M	0.70%	Not reported	+0.8%	Q4 2022
ADPAutomatic Data Processing Inc	$3.63M	0.66%	0.00%	+6.4%	Q4 2022
GOOGLAlphabet Inc.	$3.43M	0.63%	0.00%	+0.2%	Q3 2023
VZVerizon Communications Inc	$3.27M	0.60%	0.00%	+9.2%	Q4 2022
BMYBristol Myers Squibb Co	$3.21M	0.59%	0.00%	+12.5%	Q4 2022
HDHome Depot, Inc.	$3.18M	0.58%	0.00%	+9.6%	Q4 2022
MRKMerck & Co., Inc.	$3.02M	0.55%	0.00%	+3.8%	Q4 2022
ABNBAirbnb, Inc.	$3.01M	0.55%	Not reported	+5.0%	Q4 2022
CSCOCisco Systems, Inc.	$3M	0.55%	0.00%	+2.9%	Q4 2022
MUMicron Technology Inc	$2.92M	0.53%	0.00%	-0.3%	Q4 2025
APPAppLovin Corp	$2.85M	0.52%	0.00%	+2.8%	Q1 2024
DISWalt Disney Co	$2.64M	0.48%	0.00%	+3.9%	Q4 2022
CAAPCorporacion America Airports S.A.	$2.61M	0.48%	0.06%	+0.4%	Q1 2024
IWSImageware Systems Inc	$2.5M	0.46%	Not reported	Not reported	Q3 2025
ETNEaton Corp plc	$2.44M	0.45%	0.00%	-2.6%	Q4 2022
KOCoca Cola Co	$2.41M	0.44%	0.00%	+3.9%	Q4 2022
TAt&T Inc.	$2.4M	0.44%	0.00%	+0.6%	Q4 2022

Q4 2025Reported Feb 2, 2026119 positions
AAPLApple Inc.	$17.9M	3.33%	0.00%	-10.0%	Q4 2022
WMTWalmart Inc.	$17.8M	3.32%	0.00%	-7.7%	Q4 2022
MSFTMicrosoft Corp	$16.1M	3.00%	0.00%	-2.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$12.2M	2.28%	Not reported	Not reported	Q4 2022
RTXRTX Corp	$11.5M	2.14%	0.00%	-7.0%	Q4 2022
CVXChevron Corp	$10.7M	2.00%	0.00%	-8.3%	Q4 2022
CAHCardinal Health Inc	$10M	1.87%	0.02%	-16.7%	Q4 2022
AMZNAmazon Com Inc	$8.72M	1.63%	0.00%	-5.3%	Q4 2022
NOBLNoble International, Ltd.	$8.21M	1.53%	Not reported	+7.8%	Q4 2022
PRUPrudential Financial Inc	$7.86M	1.47%	0.02%	-5.6%	Q4 2022
CLSCelestica Inc	$7.71M	1.44%	0.02%	-7.3%	Q1 2024
XOMExxonMobil Holdings Corp	$7.43M	1.39%	0.00%	0.0%	Q4 2022
USBUS Bancorp \de\	$6.81M	1.27%	0.01%	-3.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.72M	1.25%	Not reported	+0.8%	Q4 2022
EMREmerson Electric Co	$6.71M	1.25%	0.01%	-8.4%	Q4 2022
RJFRaymond James Financial Inc	$6.49M	1.21%	0.02%	0.0%	Q4 2022
JNJJohnson & Johnson	$5.88M	1.10%	0.00%	-0.9%	Q4 2022
TSLATesla, Inc.	$5.77M	1.08%	0.00%	+1.4%	Q4 2024
AFLAflac Inc	$5.7M	1.06%	0.01%	-10.2%	Q4 2022
CATCaterpillar Inc	$5.56M	1.04%	0.00%	-5.1%	Q4 2022
MCDMcdonalds Corp	$5.55M	1.04%	0.00%	-5.5%	Q4 2022
LOWLowes Companies Inc	$5.17M	0.96%	0.00%	-11.1%	Q4 2022
ABBVAbbVie Inc.	$5.06M	0.94%	0.00%	+1.9%	Q4 2022
FDXFedex Corp	$4.99M	0.93%	0.01%	-0.6%	Q4 2022
APPAppLovin Corp	$4.69M	0.88%	0.00%	-2.1%	Q1 2024
CBChubb Ltd	$4.51M	0.84%	0.00%	+2.1%	Q3 2023
ALLAllstate Corp	$4.49M	0.84%	0.01%	Not reported	Q1 2025
PEPPepsico Inc	$4.47M	0.83%	0.00%	-15.4%	Q4 2022
WFCWells Fargo & Company	$4.44M	0.83%	0.00%	+0.3%	Q4 2022
ADPAutomatic Data Processing Inc	$4.32M	0.81%	0.00%	-9.1%	Q4 2022
ORealty Income Corp	$4.3M	0.80%	0.01%	-4.7%	Q4 2024
JPMJPMorgan Chase & Co	$4.29M	0.80%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$4.19M	0.78%	Not reported	-10.8%	Q4 2022
SYYSysco Corp	$4.01M	0.75%	0.01%	-7.4%	Q4 2022
GOOGLAlphabet Inc.	$3.73M	0.70%	0.00%	-0.1%	Q3 2023
STRLSterling Infrastructure, Inc.	$3.42M	0.64%	0.04%	-1.3%	Q1 2024
ADMArcher-Daniels-Midland Co	$3.18M	0.59%	0.01%	-3.9%	Q2 2024
ABNBAirbnb, Inc.	$3.08M	0.58%	Not reported	+3.8%	Q4 2022
HDHome Depot, Inc.	$3.04M	0.57%	0.00%	+288.9%	Q4 2022
DISWalt Disney Co	$3M	0.56%	0.00%	-8.8%	Q4 2022
CSCOCisco Systems, Inc.	$2.9M	0.54%	0.00%	-4.5%	Q4 2022
CAAPCorporacion America Airports S.A.	$2.67M	0.50%	0.06%	+1.1%	Q1 2024
MRKMerck & Co., Inc.	$2.54M	0.47%	0.00%	-7.1%	Q4 2022
BMYBristol Myers Squibb Co	$2.54M	0.47%	0.00%	-9.9%	Q4 2022
MUMicron Technology Inc	$2.48M	0.46%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$2.43M	0.45%	0.00%	+1.3%	Q4 2022
IWSImageware Systems Inc	$2.42M	0.45%	Not reported	-6.4%	Q3 2025
SKYWSkywest Inc	$2.29M	0.43%	0.06%	+3.8%	Q3 2024
MFCManulife Financial Corp	$2.28M	0.43%	Not reported	+0.6%	Q1 2024
OKTAOkta, Inc.	$2.25M	0.42%	Not reported	+5.9%	Q1 2024

Q3 2025Reported Nov 12, 2025118 positions
AAPLApple Inc.	$18.6M	3.46%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$17.8M	3.32%	0.00%	-0.3%	Q4 2022
MSFTMicrosoft Corp	$17.5M	3.26%	0.00%	-0.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$11.9M	2.22%	Not reported	+0.1%	Q4 2022
CVXChevron Corp	$11.9M	2.22%	0.00%	+5.9%	Q4 2022
RTXRTX Corp	$11.2M	2.09%	0.01%	-0.5%	Q4 2022
CAHCardinal Health Inc	$9.17M	1.70%	0.02%	-0.5%	Q4 2022
AMZNAmazon Com Inc	$8.76M	1.63%	0.00%	-0.1%	Q4 2022
PRUPrudential Financial Inc	$7.65M	1.42%	0.02%	-0.3%	Q4 2022
NOBLNoble International, Ltd.	$7.54M	1.40%	Not reported	+2.5%	Q4 2022
EMREmerson Electric Co	$7.24M	1.35%	0.01%	-0.5%	Q4 2022
RJFRaymond James Financial Inc	$6.98M	1.30%	0.02%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$6.96M	1.29%	0.00%	+1.0%	Q4 2022
CLSCelestica Inc	$6.93M	1.29%	0.02%	-9.0%	Q1 2024
BRK.BBerkshire Hathaway Inc	$6.67M	1.24%	Not reported	+8.0%	Q4 2022
AFLAflac Inc	$6.43M	1.20%	0.01%	+0.1%	Q4 2022
USBUS Bancorp \de\	$6.36M	1.18%	0.01%	+0.7%	Q4 2022
LOWLowes Companies Inc	$6.06M	1.13%	0.00%	0.0%	Q4 2022
MCDMcdonalds Corp	$5.84M	1.09%	0.00%	+0.8%	Q4 2022
TSLATesla, Inc.	$5.63M	1.05%	0.00%	+1.7%	Q4 2024
ADPAutomatic Data Processing Inc	$5.42M	1.01%	0.00%	0.0%	Q4 2022
JNJJohnson & Johnson	$5.32M	0.99%	0.00%	+1.9%	Q4 2022
PEPPepsico Inc	$5.17M	0.96%	0.00%	-28.0%	Q4 2022
APPAppLovin Corp	$5.11M	0.95%	0.00%	-10.4%	Q1 2024
ABBVAbbVie Inc.	$5.04M	0.94%	0.00%	+0.1%	Q4 2022
CATCaterpillar Inc	$4.88M	0.91%	0.00%	-0.6%	Q4 2022
ORealty Income Corp	$4.87M	0.90%	0.01%	+1.6%	Q4 2024
SYYSysco Corp	$4.84M	0.90%	0.01%	-0.1%	Q4 2022
ALLAllstate Corp	$4.63M	0.86%	0.01%	+0.2%	Q1 2025
JPMJPMorgan Chase & Co	$4.19M	0.78%	0.00%	+0.2%	Q4 2022
FDXFedex Corp	$4.1M	0.76%	0.01%	+2.9%	Q4 2022
CBChubb Ltd	$4M	0.74%	0.00%	+0.9%	Q3 2023
WFCWells Fargo & Company	$3.98M	0.74%	0.00%	0.0%	Q4 2022
STRLSterling Infrastructure, Inc.	$3.84M	0.71%	0.04%	-4.4%	Q1 2024
GOOGAlphabet Inc.	$3.64M	0.68%	Not reported	-0.2%	Q4 2022
ADMArcher-Daniels-Midland Co	$3.44M	0.64%	0.01%	-0.1%	Q2 2024
DISWalt Disney Co	$3.31M	0.62%	0.00%	+2.7%	Q4 2022
PGPROCTER & GAMBLE Co	$2.93M	0.55%	0.00%	+3.9%	Q4 2022
GOOGLAlphabet Inc.	$2.9M	0.54%	0.00%	-0.2%	Q3 2023
ETNEaton Corp plc	$2.8M	0.52%	0.00%	-0.5%	Q4 2022
CSCOCisco Systems, Inc.	$2.69M	0.50%	0.00%	+1.7%	Q4 2022
ABNBAirbnb, Inc.	$2.66M	0.49%	Not reported	+4.1%	Q4 2022
VZVerizon Communications Inc	$2.59M	0.48%	0.00%	+4.3%	Q4 2022
IWSImageware Systems Inc	$2.56M	0.48%	Not reported	New	Q3 2025
ROPRoper Technologies Inc	$2.53M	0.47%	0.00%	+6.8%	Q1 2025
BMYBristol Myers Squibb Co	$2.36M	0.44%	0.00%	+9.5%	Q4 2022
TAt&T Inc.	$2.32M	0.43%	0.00%	+0.1%	Q4 2022
PKGPackaging Corp of America	$2.28M	0.42%	0.01%	+1.5%	Q4 2022
OKTAOkta, Inc.	$2.25M	0.42%	Not reported	+5.5%	Q1 2024
SKYWSkywest Inc	$2.21M	0.41%	0.05%	+3.5%	Q3 2024

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