SEC 13F Intelligence

Managers / Q1 2024 · view latest →

LMG Wealth Partners, LLC

CIK 0001965772 · 9335 ELLERBE ROAD, SHREVEPORT, LA, 71106 · (318) 506-8637

Reported Value
$397M
Q1 2024
Positions
121
Filings on Record
14
2019–present window
Filed
May 3, 2024
original filing

Summary

Lmg Wealth Partners, LLC reported $397M in U.S.-listed holdings across 121 positions for Q1 2024.

Its largest position, Ishares Tr, represents 7.4% of the portfolio.

Compared with Q4 2023, the fund opened 18 new positions and exited 4.

Portfolio Metrics

Turnover
+3.1%
vs prior filed quarter
Top-10 Concentration
+34.5%
share of reported value
Largest Position
+7.4%
Ishares Tr
New / Exited
18 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $302MQ4 ’22Q1 ’23: $310MQ2 ’23: $327MQ2 ’23Q3 ’23: $328MQ4 ’23: $360MQ4 ’23Q1 ’24: $397MQ2 ’24: $401MQ2 ’24Q3 ’24: $437MQ4 ’24: $459MQ4 ’24Q1 ’25: $449MQ2 ’25: $487MQ2 ’25Q3 ’25: $538MQ4 ’25: $536MQ4 ’25Q1 ’26: $549Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 58.2%ETP: 40.1%Other: 1.8%
  • Common Stock · 58.2% · $231M
  • ETP · 40.1% · $159M
  • Other · 1.8% · $7M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CORPORACION AMER ARPTS S ANEW+79.2K79.2K+$1M$1M
MODMODINE MFG CONEW+13.7K13.7K+$1M$1M
GRBKGREEN BRICK PARTNERS INCNEW+21.5K21.5K+$1M$1M
APPAPPLOVIN CORPNEW+18.4K18.4K+$1M$1M
UAOSTERLING INFRASTRUCTURE INCNEW+11.3K11.3K+$1M$1M
AMRALPHA METALLURGICAL RESOUR INEW+3.7K3.7K+$1M$1M
CMCSACOMCAST CORP NEWNEW+28.1K28.1K+$1M$1M
MFCMANULIFE FINL CORPNEW+48.2K48.2K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2024

42 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRS&P 500 GRWT ETF · RUS 2000 GRW ETF · RUS MD CP GR ETF · CORE US AGGBD ET · S&P 500 VAL ETF · S&P MC 400VL ETF · SELECT DIVID ETF21.10%$84M744.6K
2VANGUARD INDEX FDSSM CP VAL ETF · REAL ESTATE ETF5.10%$20M140.0K
3PROSHARES TRS&P MDCP 400 DIV · S&P 500 DV ARIST3.80%$15M170.3K
4MSFTMICROSOFT CORPhistory →COM3.53%$14M33.3K
5AAPLAPPLE INChistory →COM3.21%$13M74.3K
6PRUPRUDENTIAL FINL INChistory →COM2.77%$11M93.7K
7WMTWALMART INChistory →COM2.71%$11M179.0K
8CAHCARDINAL HEALTH INChistory →COM2.45%$10M86.9K
9CHVCHEVRON CORP NEWhistory →COM2.22%$9M55.8K
10SPDR S&P 500 ETF TRTR UNIT2.18%$9M16.6K
11EXMOCEXXON MOBIL CORPhistory →COM1.85%$7M63.2K
12AMZNAMAZON COM INChistory →COM1.81%$7M39.8K
13PEPPEPSICO INChistory →COM1.81%$7M41.0K
14VANGUARD ADMIRAL FDS INCSMLCP 600 GRTH1.80%$7M63.7K
15RTXRTX CORPORATIONhistory →COM1.67%$7M67.9K
16FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL1.61%$6M199.2K
17FDXFEDEX CORPhistory →COM1.54%$6M21.1K
18EMREMERSON ELEC COhistory →COM1.51%$6M52.7K
19LOWLOWES COS INChistory →COM1.50%$6M23.3K
20RJFRAYMOND JAMES FINL INChistory →COM1.30%$5M40.2K
21VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.30%$5M104.7K
22AFLAFLAC INChistory →COM1.28%$5M59.3K
23MCDMCDONALDS CORPhistory →COM1.17%$5M16.5K
24ADPAUTOMATIC DATA PROCESSING INhistory →COM1.15%$5M18.3K
25SYYSYSCO CORPhistory →COM1.10%$4M54.0K
26USBUS BANCORP DELhistory →COM NEW1.07%$4M94.8K
27ISHARES INCMSCI EMERG MRKT0.97%$4M67.8K
28DALDELTA AIR LINES INC DELCOM NEW0.94%$4M78.1K
29ABBVABBVIE INCCOM0.89%$4M19.4K
30CATCATERPILLAR INCCOM0.87%$3M9.4K
31WHRWHIRLPOOL CORPCOM0.80%$3M26.7K
32ABNBAIRBNB INCCOM CL A0.79%$3M19.0K
33VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.73%$3M69.6K
34DISDISNEY WALT COCOM0.72%$3M23.4K
35BENFRANKLIN RESOURCES INCCOM0.72%$3M101.4K
36EATON CORP PLCSHS0.72%$3M9.1K
37PGPROCTER AND GAMBLE COCOM0.70%$3M17.2K
38MRKMERCK & CO INCCOM0.70%$3M21.0K
39VANGUARD WORLD FDFINANCIALS ETF0.68%$3M26.3K
40JPMJPMORGAN CHASE & COCOM0.66%$3M13.2K
41JNJJOHNSON & JOHNSONCOM0.64%$3M16.0K
42GOOGALPHABET INCCAP STK CL C0.55%$2M14.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$549M154Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$536M153Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$538M151Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$487M139Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$449M128May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$459M129Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$437M123Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$401M122Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$397M121May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$360M107Jan 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$328M104Oct 16, 202313F-HRchanges · EDGAR ↗
Q2 2023$327M106Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$310M104May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$302M107Feb 14, 202313F-HRchanges · 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 ↗.