LMG Wealth Partners, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$536.0B
Holdings
153
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 334,947 | $41.3B | 7.70% | |
| 2 | AAPLAPPLE INC | 65,728 | $17.9B | 3.33% | |
| 3 | WMTWALMART INC | 159,652 | $17.8B | 3.32% | |
| 4 | MSFTMICROSOFT CORP | 33,218 | $16.1B | 3.00% | |
| 5 | VBRVANGUARD INDEX FDS | 75,342 | $16.0B | 2.98% | |
| 6 | IWOISHARES TR | 46,144 | $14.9B | 2.78% | |
| 7 | IWPISHARES TR | 99,396 | $13.6B | 2.54% | |
| 8 | SPYSPDR S&P 500 ETF TR | 17,910 | $12.2B | 2.28% | |
| 9 | AGGISHARES TR | 119,714 | $12.0B | 2.23% | |
| 10 | RTXRTX CORPORATION | 62,476 | $11.5B | 2.14% | |
| 11 | CVXCHEVRON CORP NEW | 70,422 | $10.7B | 2.00% | |
| 12 | DIVIFRANKLIN TEMPLETON ETF TR | 260,068 | $10.1B | 1.89% | |
| 13 | CAHCARDINAL HEALTH INC | 48,677 | $10.0B | 1.87% | |
| 14 | IVEISHARES TR | 47,011 | $10.0B | 1.86% | |
| 15 | AMZNAMAZON COM INC | 37,764 | $8.7B | 1.63% | |
| 16 | IJJISHARES TR | 62,459 | $8.2B | 1.53% | |
| 17 | NOBLPROSHARES TR | 78,849 | $8.2B | 1.53% | |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 58,972 | $8.2B | 1.52% | |
| 19 | PRUPRUDENTIAL FINL INC | 69,630 | $7.9B | 1.47% | |
| 20 | CLSCELESTICA INC | 26,098 | $7.7B | 1.44% | |
| 21 | XOMEXXON MOBIL CORP | 61,709 | $7.4B | 1.39% | |
| 22 | VIOGVANGUARD ADMIRAL FDS INC | 58,708 | $7.1B | 1.33% | |
| 23 | USBUS BANCORP DEL | 127,556 | $6.8B | 1.27% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,364 | $6.7B | 1.25% | |
| 25 | EMREMERSON ELEC CO | 50,521 | $6.7B | 1.25% | |
| 26 | RJFRAYMOND JAMES FINL INC | 40,430 | $6.5B | 1.21% | |
| 27 | JNJJOHNSON & JOHNSON | 28,430 | $5.9B | 1.10% | |
| 28 | TSLATESLA INC | 12,825 | $5.8B | 1.08% | |
| 29 | VNQVANGUARD INDEX FDS | 64,885 | $5.7B | 1.07% | |
| 30 | AFLAFLAC INC | 51,717 | $5.7B | 1.06% | |
| 31 | AQLTISHARES TR | 39,819 | $5.6B | 1.05% | |
| 32 | CATCATERPILLAR INC | 9,703 | $5.6B | 1.04% | |
| 33 | MCDMCDONALDS CORP | 18,151 | $5.5B | 1.03% | |
| 34 | VFHVANGUARD WORLD FD | 39,412 | $5.3B | 0.98% | |
| 35 | LOWLOWES COS INC | 21,447 | $5.2B | 0.96% | |
| 36 | ABBVABBVIE INC | 22,165 | $5.1B | 0.94% | |
| 37 | FDXFEDEX CORP | 17,271 | $5.0B | 0.93% | |
| 38 | APPAPPLOVIN CORP | 6,962 | $4.7B | 0.88% | |
| 39 | CBCHUBB LIMITED | 14,458 | $4.5B | 0.84% | |
| 40 | ALSALLSTATE CORP | 21,553 | $4.5B | 0.84% | |
| 41 | PEPPEPSICO INC | 31,134 | $4.5B | 0.83% | |
| 42 | WFCWELLS FARGO CO NEW | 47,591 | $4.4B | 0.83% | |
| 43 | BNDXVANGUARD CHARLOTTE FDS | 89,891 | $4.3B | 0.81% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 16,788 | $4.3B | 0.81% | |
| 45 | OREALTY INCOME CORP | 76,310 | $4.3B | 0.80% | |
| 46 | JPMJPMORGAN CHASE & CO. | 13,308 | $4.3B | 0.80% | |
| 47 | GOOGALPHABET INC | 13,341 | $4.2B | 0.78% | |
| 48 | SYYSYSCO CORP | 54,455 | $4.0B | 0.75% | |
| 49 | EEMVISHARES INC | 60,807 | $3.9B | 0.73% | |
| 50 | GOOGLALPHABET INC | 11,912 | $3.7B | 0.70% | |
| 51 | STRLSTERLING INFRASTRUCTURE INC | 11,173 | $3.4B | 0.64% | |
| 52 | REGLPROSHARES TR | 39,246 | $3.3B | 0.62% | |
| 53 | ADMARCHER DANIELS MIDLAND CO | 55,326 | $3.2B | 0.59% | |
| 54 | ABNBAIRBNB INC | 22,712 | $3.1B | 0.58% | |
| 55 | HDHOME DEPOT INC | 8,823 | $3.0B | 0.57% | |
| 56 | DISDISNEY WALT CO | 26,390 | $3.0B | 0.56% | |
| 57 | CSCOCISCO SYS INC | 37,593 | $2.9B | 0.54% | |
| 58 | VWOVANGUARD INTL EQUITY INDEX F | 50,530 | $2.7B | 0.51% | |
| 59 | CAAPCORPORACION AMER ARPTS S A | 102,832 | $2.7B | 0.50% | |
| 60 | MRKMERCK & CO INC | 24,162 | $2.5B | 0.47% | |
| 61 | BMYBRISTOL-MYERS SQUIBB CO | 47,106 | $2.5B | 0.47% | |
| 62 | MUMICRON TECHNOLOGY INC | 8,674 | $2.5B | 0.46% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 59,695 | $2.4B | 0.45% | |
| 64 | IWSISHARES TR | 17,142 | $2.4B | 0.45% | |
| 65 | IWNISHARES TR | 13,166 | $2.4B | 0.44% | |
| 66 | SKYWSKYWEST INC | 22,802 | $2.3B | 0.43% | |
| 67 | MFCMANULIFE FINL CORP | 62,926 | $2.3B | 0.43% | |
| 68 | OKTAOKTA INC | 25,998 | $2.2B | 0.42% | |
| 69 | ETNEATON CORP PLC | 7,011 | $2.2B | 0.42% | |
| 70 | VTIVANGUARD INDEX FDS | 6,641 | $2.2B | 0.42% | |
| 71 | IJSISHARES TR | 19,316 | $2.2B | 0.41% | |
| 72 | KOCOCA COLA CO | 30,483 | $2.1B | 0.40% | |
| 73 | PKGPACKAGING CORP AMER | 10,249 | $2.1B | 0.39% | |
| 74 | J2AWILLDAN GROUP INC | 20,026 | $2.1B | 0.39% | |
| 75 | TAT&T INC | 82,249 | $2.0B | 0.38% | |
| 76 | CRMSALESFORCE INC | 7,485 | $2.0B | 0.37% | |
| 77 | LNTALLIANT ENERGY CORP | 28,666 | $1.9B | 0.35% | |
| 78 | INCYINCYTE CORP | 18,125 | $1.8B | 0.33% | |
| 79 | KGCKINROSS GOLD CORP | 61,846 | $1.7B | 0.32% | |
| 80 | SOSOUTHERN CO | 19,184 | $1.7B | 0.31% | |
| 81 | ROPROPER TECHNOLOGIES INC | 3,728 | $1.7B | 0.31% | |
| 82 | VISNCOMMSCOPE HLDG CO INC | 89,260 | $1.6B | 0.30% | |
| 83 | BXBLACKSTONE INC | 10,216 | $1.6B | 0.29% | |
| 84 | NVDANVIDIA CORPORATION | 7,649 | $1.4B | 0.27% | |
| 85 | BSMBLACK STONE MINERALS L P | 101,824 | $1.4B | 0.25% | |
| 86 | PYPLPAYPAL HLDGS INC | 23,088 | $1.3B | 0.25% | |
| 87 | DUKDUKE ENERGY CORP NEW | 11,223 | $1.3B | 0.25% | |
| 88 | PAYXPAYCHEX INC | 11,376 | $1.3B | 0.24% | |
| 89 | ETRENTERGY CORP NEW | 12,934 | $1.2B | 0.22% | |
| 90 | GPCGENUINE PARTS CO | 9,598 | $1.2B | 0.22% | |
| 91 | VOOVANGUARD INDEX FDS | 1,690 | $1.1B | 0.20% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 3,464 | $1.0B | 0.19% | |
| 93 | DRIDARDEN RESTAURANTS INC | 5,421 | $997.0M | 0.19% | |
| 94 | ETENERGY TRANSFER L P | 60,131 | $991.0M | 0.18% | |
| 95 | KMBKIMBERLY-CLARK CORP | 8,969 | $904.0M | 0.17% | |
| 96 | IVVISHARES TR | 1,319 | $903.0M | 0.17% | |
| 97 | 7HPHP INC | 40,464 | $901.0M | 0.17% | |
| 98 | DYHTARGET CORP | 8,303 | $811.0M | 0.15% | |
| 99 | BTCGRAYSCALE BITCOIN MINI TR ET | 20,097 | $778.0M | 0.15% | |
| 100 | PARRPAR PAC HOLDINGS INC | 21,622 | $759.0M | 0.14% |
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