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 |
|---|---|---|---|---|---|
| 101 | VTVVANGUARD INDEX FDS | 3,854 | $735.0M | 0.14% | |
| 102 | RCLROYAL CARIBBEAN GROUP | 2,493 | $695.0M | 0.13% | |
| 103 | VGTVANGUARD WORLD FD | 909 | $685.0M | 0.13% | |
| 104 | VEUVANGUARD INTL EQUITY INDEX F | 9,290 | $683.0M | 0.13% | |
| 105 | EATBRINKER INTL INC | 4,753 | $682.0M | 0.13% | |
| 106 | BACBANK AMERICA CORP | 11,739 | $645.0M | 0.12% | |
| 107 | OKEONEOK INC NEW | 8,754 | $643.0M | 0.12% | |
| 108 | PGPROCTER AND GAMBLE CO | 4,222 | $605.0M | 0.11% | |
| 109 | MCKMCKESSON CORP | 689 | $565.0M | 0.11% | |
| 110 | AVGOBROADCOM INC | 1,619 | $560.0M | 0.10% | |
| 111 | UNHUNITEDHEALTH GROUP INC | 1,600 | $528.0M | 0.10% | |
| 112 | VIGVANGUARD SPECIALIZED FUNDS | 2,343 | $514.0M | 0.10% | |
| 113 | MPCMARATHON PETE CORP | 2,951 | $479.0M | 0.09% | |
| 114 | UPSUNITED PARCEL SERVICE INC | 4,799 | $476.0M | 0.09% | |
| 115 | AEPAMERICAN ELEC PWR CO INC | 4,096 | $472.0M | 0.09% | |
| 116 | VHTVANGUARD WORLD FD | 1,616 | $465.0M | 0.09% | |
| 117 | VOVANGUARD INDEX FDS | 1,573 | $456.0M | 0.09% | |
| 118 | PFEPFIZER INC | 17,935 | $446.0M | 0.08% | |
| 119 | VBVANGUARD INDEX FDS | 1,698 | $437.0M | 0.08% | |
| 120 | SLVMSYLVAMO CORP | 8,635 | $415.0M | 0.08% | |
| 121 | VOEVANGUARD INDEX FDS | 2,235 | $396.0M | 0.07% | |
| 122 | WDCWESTERN DIGITAL CORP | 2,045 | $352.0M | 0.07% | |
| 123 | IJRISHARES TR | 2,921 | $351.0M | 0.07% | |
| 124 | WMWASTE MGMT INC DEL | 1,546 | $339.0M | 0.06% | |
| 125 | AZOAUTOZONE INC | 100 | $339.0M | 0.06% | |
| 126 | CMICUMMINS INC | 628 | $320.0M | 0.06% | |
| 127 | VYMVANGUARD WHITEHALL FDS | 2,220 | $318.0M | 0.06% | |
| 128 | NDQINVESCO QQQ TR | 497 | $305.0M | 0.06% | |
| 129 | ABTABBOTT LABS | 2,355 | $295.0M | 0.06% | |
| 130 | GBTCGRAYSCALE BITCOIN TRUST ETF | 4,243 | $290.0M | 0.05% | |
| 131 | GDGENERAL DYNAMICS CORP | 860 | $289.0M | 0.05% | |
| 132 | EEMISHARES TR | 5,274 | $288.0M | 0.05% | |
| 133 | GMGENERAL MTRS CO | 3,499 | $284.0M | 0.05% | |
| 134 | CSXCSX CORP | 7,613 | $275.0M | 0.05% | |
| 135 | CALMCAL MAINE FOODS INC | 3,400 | $270.0M | 0.05% | |
| 136 | COFCAPITAL ONE FINL CORP | 1,090 | $264.0M | 0.05% | |
| 137 | BNDVANGUARD BD INDEX FDS | 3,555 | $263.0M | 0.05% | |
| 138 | NEENEXTERA ENERGY INC | 3,219 | $258.0M | 0.05% | |
| 139 | RSGREPUBLIC SVCS INC | 1,217 | $257.0M | 0.05% | |
| 140 | SPGSIMON PPTY GROUP INC NEW | 1,366 | $252.0M | 0.05% | |
| 141 | ORCLORACLE CORP | 1,269 | $247.0M | 0.05% | |
| 142 | CPCANADIAN PACIFIC KANSAS CITY | 3,364 | $247.0M | 0.05% | |
| 143 | BABOEING CO | 1,102 | $239.0M | 0.04% | |
| 144 | XLKSELECT SECTOR SPDR TR | 1,608 | $231.0M | 0.04% | |
| 145 | TJXTJX COS INC NEW | 1,501 | $230.0M | 0.04% | |
| 146 | TXNTEXAS INSTRS INC | 1,264 | $219.0M | 0.04% | |
| 147 | 4I1PHILIP MORRIS INTL INC | 1,315 | $210.0M | 0.04% | |
| 148 | GEVGE VERNOVA INC | 315 | $205.0M | 0.04% | |
| 149 | FFORD MTR CO | 15,387 | $201.0M | 0.04% | |
| 150 | DEDEERE & CO | 430 | $200.0M | 0.04% | |
| 151 | CCAPCRESCENT CAP BDC INC | 11,500 | $161.0M | 0.03% | |
| 152 | STLASTELLANTIS N.V | 12,150 | $132.0M | 0.02% | |
| 153 | NTLAINTELLIA THERAPEUTICS INC | 11,918 | $107.0M | 0.02% |
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