LMG Wealth Partners, LLC

CIK

1965772

Location

SHREVEPORT, LA

Portfolio Value

Small $335,726,773

Diversification

Diversified

Filing Date

Global Rank

#3,232 / 8,603 ▲ 116 · as of Mar 2026

Top Industry

Discount Stores 6.6%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.2%

SPY

+76.0%

Annualised alpha

-3.5%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.9%

+0.4 pts

Top 5

22.9%

−0.2 pts

Top 10

36.0%

−0.9 pts

HHI

218

Diversified−4

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	17.0%	$57,054,796	17
Financial Services	16.0%	$53,725,334	13
Industrials	14.4%	$48,258,920	20
Consumer Defensive	11.7%	$39,424,459	10
Consumer Cyclical	11.7%	$39,217,148	16
Healthcare	9.5%	$32,040,614	11
Energy	6.2%	$20,970,626	6
Communication Services	4.3%	$14,593,076	5
Unclassified	3.9%	$12,954,048	4
Utilities	2.4%	$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

11 positions

Ticker	Company	Δ Shares	Shares	Value
CLS	Celestica Inc	−661	25,437	$7,165,094
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

113 positions · $335,726,773 total · 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 113 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%	5.90%
AAPL	Apple Inc. Technology	Added	65,829	+101	$16,706,741	−6.5%	4.98%
CVX	Chevron Corp Energy	Added	72,858	+2,436	$15,074,320	+40.4%	4.49%
MSFT	Microsoft Corp Technology	Added	35,954	+2,736	$13,309,092	−17.2%	3.96%
RTX	RTX Corp Industrials	Reduced	62,269	-207	$12,011,690	+4.8%	3.58%
SPY	Spdr S&P 500 ETF Trust	Added	17,914	+4	$11,650,190	−4.6%	3.47%
CAH	Cardinal Health Inc Healthcare	Reduced	48,286	-391	$10,203,314	+2.0%	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,031	+267	$7,920,716	−9.1%	2.36%
CLS	Celestica Inc Technology	Reduced	25,437	-661	$7,165,094	−7.1%	2.13%
PRU	Prudential Financial Inc Financial Services	Added	73,303	+3,673	$7,160,970	−8.9%	2.13%
JNJ	Johnson & Johnson Healthcare	Added	28,660	+230	$7,005,650	+19.1%	2.09%
USB	US Bancorp De Financial Services	Added	131,757	+4,201	$6,852,681	+0.7%	2.04%
CAT	Caterpillar Inc Industrials	Reduced	9,663	-40	$6,845,848	+23.2%	2.04%
EMR	Emerson Electric Co Industrials	Added	51,323	+802	$6,724,339	+0.3%	2.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,463	+99	$6,451,469	−4.0%	1.92%
RJF	Raymond James Financial Inc Financial Services	Added	40,886	+456	$5,919,883	−8.8%	1.76%
MCD	Mcdonalds Corp Consumer Cyclical	Added	18,706	+555	$5,813,637	+4.8%	1.73%
AFL	Aflac Inc Financial Services	Added	52,594	+877	$5,770,087	+1.2%	1.72%
PEP	Pepsico Inc Consumer Defensive	Added	35,421	+4,287	$5,500,527	+23.1%	1.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,078	+1,253	$5,233,496	−9.3%	1.56%
LOW	Lowes Companies Inc Consumer Cyclical	Added	21,791	+344	$5,148,777	−0.5%	1.53%
ABBV	AbbVie Inc. Healthcare	Added	22,857	+692	$4,971,168	−1.8%	1.48%
FDX	Fedex Corp Industrials	Added	17,318	+47	$4,970,447	+23.6%	1.48%
CB	Chubb Ltd Financial Services	Added	15,008	+550	$4,891,557	+8.4%	1.46%
O	Realty Income Corp Real Estate	Added	79,759	+3,449	$4,879,655	+13.4%	1.45%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	11,115	-58	$4,526,806	+32.3%	1.35%
ALL	Allstate Corp Financial Services	Added	21,786	+233	$4,517,109	+0.7%	1.35%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	57,715	+2,389	$4,195,303	+31.9%	1.25%
SYY	Sysco Corp Consumer Defensive	Added	56,326	+1,871	$4,017,733	+0.1%	1.20%
WFC	Wells Fargo & Company/Mn Financial Services	Added	49,493	+1,902	$3,940,137	−11.2%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,331	+23	$3,921,446	−8.6%	1.17%
ADP	Automatic Data Processing Inc Technology	Added	17,868	+1,080	$3,630,420	−15.9%	1.08%
GOOGL	Alphabet Inc. Communication Services	Added	11,933	+21	$3,431,453	−8.0%	1.02%
VZ	Verizon Communications Inc Communication Services	Added	65,193	+5,498	$3,272,688	+34.6%	0.97%
BMY	Bristol Myers Squibb Co Healthcare	Added	52,972	+5,866	$3,212,751	+26.4%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,673	+850	$3,181,352	+4.8%	0.95%
MRK	Merck & Co., Inc. Healthcare	Added	25,087	+925	$3,017,715	+18.7%	0.90%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	23,841	+1,129	$3,010,641	−2.3%	0.90%
CSCO	Cisco Systems, Inc. Technology	Added	38,689	+1,096	$3,001,879	+3.7%	0.89%
MU	Micron Technology Inc Technology	Reduced	8,652	-22	$2,922,991	+18.1%	0.87%
APP	AppLovin Corp Communication Services	Added	7,155	+193	$2,847,690	−39.3%	0.85%
DIS	Walt Disney Co Communication Services	Added	27,422	+1,032	$2,642,932	−12.0%	0.79%
CAAP	Corporacion America Airports S.A. Industrials	Added	103,239	+407	$2,610,914	−2.3%	0.78%
ETN	Eaton Corp plc Industrials	Reduced	6,829	-182	$2,442,528	+9.4%	0.73%
KO	Coca Cola Co Consumer Defensive	Added	31,667	+1,184	$2,408,275	+13.0%	0.72%
T	At&T Inc. Communication Services	Added	82,729	+480	$2,398,313	+17.4%	0.71%
MFC	Manulife Financial Corp Financial Services	Added	66,530	+3,604	$2,291,293	+0.4%	0.68%
PKG	Packaging Corp Of America Consumer Cyclical	Added	10,597	+348	$2,248,895	+6.4%	0.67%
SKYW	Skywest Inc Industrials	Added	23,700	+898	$2,176,371	−4.9%	0.65%
OKTA	Okta, Inc. Technology	Added	27,385	+1,387	$2,155,473	−4.1%	0.64%