LMG Wealth Partners, LLC

CIK

1965772

Location

SHREVEPORT, LA

Portfolio Value

Small $347,316,495

Diversification

Diversified

Filing Date

Global Rank

#3,187 / 8,624 ▲ 137 · as of Mar 2026

Top Industry

Oil & Gas Integrated 7.6%

3Y Alpha vs SPY

-2.0%

Period ended 4 months ago

Filed Apr 17, 2026 · 4mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.4%

SPY

+67.7%

Annualised alpha

-2.0%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

114 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

+0.4 pts

Top 5

22.1%

−0.4 pts

Top 10

35.8%

−0.2 pts

HHI

214

Diversified−3

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	16.4%	$57,054,796	17
Financial Services	15.5%	$53,725,334	13
Industrials	14.2%	$49,456,798	20
Consumer Defensive	11.4%	$39,424,459	10
Consumer Cyclical	11.3%	$39,217,148	16
Healthcare	9.2%	$32,040,614	11
Energy	9.0%	$31,362,470	7
Communication Services	4.2%	$14,593,076	5
Unclassified	3.7%	$12,954,048	4
Utilities	2.3%	$7,913,359	6
Real Estate	1.5%	$5,134,454	2
Basic Materials	1.3%	$4,439,939	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPQ	Hp Inc	+22,230	62,694	$1,204,351
GM	General Motors Co	+21,813	25,312	$1,885,744
BTC	Grayscale Bitcoin Mini Trust ETF	+6,100	26,197	$785,648
BMY	Bristol Myers Squibb Co	+5,866	52,972	$3,212,751
VISN	Vistance Networks, Inc.	+5,565	94,825	$1,725,815
VZ	Verizon Communications Inc	+5,498	65,193	$3,272,688
PARR	Par Pacific Holdings, Inc.	+5,244	26,866	$1,682,886
PEP	Pepsico Inc	+4,287	35,421	$5,500,527
USB	US Bancorp De	+4,201	131,757	$6,852,681
PRU	Prudential Financial Inc	+3,673	73,303	$7,160,970
MFC	Manulife Financial Corp	+3,604	66,530	$2,291,293
SLVM	Sylvamo Corp	+3,498	12,133	$512,497
O	Realty Income Corp	+3,449	79,759	$4,879,655
KGC	Kinross Gold Corp	+2,916	64,762	$1,976,536
TGT	Target Corp	+2,761	11,064	$1,340,956
MSFT	Microsoft Corp	+2,736	35,954	$13,309,092
CVX	Chevron Corp	+2,436	72,858	$15,074,320
ADM	Archer-Daniels-Midland Co	+2,389	57,715	$4,195,303
WLDN	Willdan Group, Inc.	+2,350	22,376	$1,713,106
KMB	Kimberly Clark Corp	+2,049	11,018	$1,062,906
CCAP	Crescent Capital BDC, Inc.	+2,048	13,548	$164,608
PAYX	Paychex Inc	+1,912	13,288	$1,224,090
WFC	Wells Fargo & Company/Mn	+1,902	49,493	$3,940,137
SYY	Sysco Corp	+1,871	56,326	$4,017,733
GPC	Genuine Parts Co	+1,808	11,406	$1,206,184
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
CLS	Celestica Inc	−661	25,437	$7,165,094
XOM	ExxonMobil Holdings Corp	−458	61,251	$10,391,844
CAH	Cardinal Health Inc	−391	48,286	$10,203,314
PFE	Pfizer Inc	−368	17,567	$493,281
WMT	Walmart Inc.	−315	159,337	$19,802,402
ABT	Abbott Laboratories	−281	2,074	$212,937
BAC	Bank Of America Corp /De/	−240	11,499	$560,576
RTX	RTX Corp	−207	62,269	$12,011,690
ETN	Eaton Corp plc	−182	6,829	$2,442,528
STRL	Sterling Infrastructure, Inc.	−58	11,115	$4,526,806
CAT	Caterpillar Inc	−40	9,663	$6,845,848
MU	Micron Technology Inc	−22	8,652	$2,922,991
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	11,537	$1,950,906
DY	Dycom Industries Inc	3,391	$1,148,938
SNDK	Sandisk Corp	631	$400,899
KD	Kyndryl Holdings, Inc.	10,000	$131,200
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	7,485	$1,982,851
ROP	Roper Technologies Inc	3,728	$1,659,444
PYPL	PayPal Holdings, Inc.	23,088	$1,347,877
COF	Capital One Financial Corp	1,090	$264,172
ORCL	Oracle Corp	1,269	$247,340
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 tracked positions · $347,316,495 total · filing declares 154 positions · $548,740,951 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	159,337	-315	$19,802,402	+11.3%	5.70%
AAPL	Apple Inc. Technology	Added	65,829	+101	$16,706,741	−6.5%	4.81%
CVX	Chevron Corp Energy	Added	72,858	+2,436	$15,074,320	+40.4%	4.34%
MSFT	Microsoft Corp Technology	Added	35,954	+2,736	$13,309,092	−17.2%	3.83%
RTX	RTX Corp Industrials	Reduced	62,269	-207	$12,011,690	+4.8%	3.46%
SPY	Spdr S&P 500 ETF Trust	Added	17,914	+4	$11,650,190	−4.6%	3.35%
XOM	ExxonMobil Holdings Corp Energy	Reduced	61,251	-458	$10,391,844	+39.9%	2.99%
CAH	Cardinal Health Inc Healthcare	Reduced	48,286	-391	$10,203,314	+2.0%	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,031	+267	$7,920,716	−9.1%	2.28%
CLS	Celestica Inc Technology	Reduced	25,437	-661	$7,165,094	−7.1%	2.06%
PRU	Prudential Financial Inc Financial Services	Added	73,303	+3,673	$7,160,970	−8.9%	2.06%
JNJ	Johnson & Johnson Healthcare	Added	28,660	+230	$7,005,650	+19.1%	2.02%
USB	US Bancorp De Financial Services	Added	131,757	+4,201	$6,852,681	+0.7%	1.97%
CAT	Caterpillar Inc Industrials	Reduced	9,663	-40	$6,845,848	+23.2%	1.97%
EMR	Emerson Electric Co Industrials	Added	51,323	+802	$6,724,339	+0.3%	1.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,463	+99	$6,451,469	−4.0%	1.86%
FDX	Fedex Corp Industrials	Added	17,318	+47	$6,168,325	+23.6%	1.78%
RJF	Raymond James Financial Inc Financial Services	Added	40,886	+456	$5,919,883	−8.8%	1.70%
MCD	Mcdonalds Corp Consumer Cyclical	Added	18,706	+555	$5,813,637	+4.8%	1.67%
AFL	Aflac Inc Financial Services	Added	52,594	+877	$5,770,087	+1.2%	1.66%
PEP	Pepsico Inc Consumer Defensive	Added	35,421	+4,287	$5,500,527	+23.1%	1.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,078	+1,253	$5,233,496	−9.3%	1.51%
LOW	Lowes Companies Inc Consumer Cyclical	Added	21,791	+344	$5,148,777	−0.5%	1.48%
ABBV	AbbVie Inc. Healthcare	Added	22,857	+692	$4,971,168	−1.8%	1.43%
CB	Chubb Ltd Financial Services	Added	15,008	+550	$4,891,557	+8.4%	1.41%
O	Realty Income Corp Real Estate	Added	79,759	+3,449	$4,879,655	+13.4%	1.40%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	11,115	-58	$4,526,806	+32.3%	1.30%
ALL	Allstate Corp Financial Services	Added	21,786	+233	$4,517,109	+0.7%	1.30%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	57,715	+2,389	$4,195,303	+31.9%	1.21%
SYY	Sysco Corp Consumer Defensive	Added	56,326	+1,871	$4,017,733	+0.1%	1.16%
WFC	Wells Fargo & Company/Mn Financial Services	Added	49,493	+1,902	$3,940,137	−11.2%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,331	+23	$3,921,446	−8.6%	1.13%
ADP	Automatic Data Processing Inc Technology	Added	17,868	+1,080	$3,630,420	−15.9%	1.05%
GOOGL	Alphabet Inc. Communication Services	Added	11,933	+21	$3,431,453	−8.0%	0.99%
VZ	Verizon Communications Inc Communication Services	Added	65,193	+5,498	$3,272,688	+34.6%	0.94%
BMY	Bristol Myers Squibb Co Healthcare	Added	52,972	+5,866	$3,212,751	+26.4%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,673	+850	$3,181,352	+4.8%	0.92%
MRK	Merck & Co., Inc. Healthcare	Added	25,087	+925	$3,017,715	+18.7%	0.87%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	23,841	+1,129	$3,010,641	−2.3%	0.87%
CSCO	Cisco Systems, Inc. Technology	Added	38,689	+1,096	$3,001,879	+3.7%	0.86%
MU	Micron Technology Inc Technology	Reduced	8,652	-22	$2,922,991	+18.1%	0.84%
APP	AppLovin Corp Communication Services	Added	7,155	+193	$2,847,690	−39.3%	0.82%
DIS	Walt Disney Co Communication Services	Added	27,422	+1,032	$2,642,932	−12.0%	0.76%
CAAP	Corporacion America Airports S.A. Industrials	Added	103,239	+407	$2,610,914	−2.3%	0.75%
ETN	Eaton Corp plc Industrials	Reduced	6,829	-182	$2,442,528	+9.4%	0.70%
KO	Coca Cola Co Consumer Defensive	Added	31,667	+1,184	$2,408,275	+13.0%	0.69%
T	At&T Inc. Communication Services	Added	82,729	+480	$2,398,313	+17.4%	0.69%
MFC	Manulife Financial Corp Financial Services	Added	66,530	+3,604	$2,291,293	+0.4%	0.66%
PKG	Packaging Corp Of America Consumer Cyclical	Added	10,597	+348	$2,248,895	+6.4%	0.65%
SKYW	Skywest Inc Industrials	Added	23,700	+898	$2,176,371	−4.9%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.