Managers / Q4 2023 · view latest →
LMG Wealth Partners, LLC
CIK 0001965772 · 9335 ELLERBE ROAD, SHREVEPORT, LA, 71106 · (318) 506-8637
Reported Value
$360M
Q4 2023
Positions
107
Filings on Record
14
2019–present window
Filed
Jan 23, 2024
original filing
Summary
Lmg Wealth Partners, Llc reported $360M in U.S.-listed holdings across 107 positions for Q4 2023.
Its largest position, Ishares Tr, represents 7.6% of the portfolio.
Compared with Q3 2023, the fund opened 4 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 57.0% · $205M
- ETP · 42.0% · $151M
- Other · 1.0% · $4M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $549M | 154 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $536M | 153 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $538M | 151 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $487M | 139 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $449M | 128 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $459M | 129 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $437M | 123 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $401M | 122 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $397M | 121 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $360M | 107 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $328M | 104 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $327M | 106 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $310M | 104 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $302.5B | 107 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.