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LMG Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1965772 · latest 13F-HR filed 2026-08-12

Backtest portfolio

LMG Wealth Partners, LLC manages $625.8M in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVW (7.31%), AAPL (3.00%), IWO (2.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions and exited 4; 109 existing positions rose in reported value and 17 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$625.8M

Long-equity book

Holdings
166

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+16 / −4 / ↑109 / ↓17

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVW7.3% · +0%AAPL3.0% · -1%IWO3.0% · +0%VBR3.0% · +1%WMT2.9% · -0%IWP2.4% · +6%AGG2.2% · +8%SPY2.1% · +0%MSFT2.1% · -1%CVX1.9% · +1%RTX1.9% · +1%DIVI1.9% · +0%CAH1.8% · +1%IVE1.8% · +4%CAT1.7% · +1%XMMO1.7% · +2%NOBL1.5% · +110%AMZN1.5% · +0%IJJ1.4% · -2%VIOG1.4% · -2%XOM1.3% · -1%USB1.3% · +3%PRU1.3% · +2%EMR1.2% · +2%MU1.2% · -26%DVY1.2% · +12%JNJ1.2% · +0%CLS1.1% · -24%TSLA1.1% · +18%STRL1.1% · -25%BRK.B1.1% · +1%VNQ1.1% · +5%AFL1.0% · +4%RJF1.0% · +0%ABBV1.0% · +5%VFH0.9% · +7%MCD0.9% · +9%FDX0.9% · -0%BNDX0.9% · +13%CB0.9% · +5%O0.8% · +7%LOW0.8% · +9%SYY0.8% · +7%ALL0.8% · -4%PEP0.8% · +4%GOOG0.8% · +4%EEMV0.7% · -4%CSCO0.7% · -1%ADM0.7% · +1%ADP0.7% · +11%JPM0.7% · -1%REGL0.7% · +8%WFC0.7% · +4%GOOGL0.6% · -8%OKTA0.6% · -6%HD0.6% · +3%MXL0.5% · newAPP0.5% · -9%MRK0.5% · +3%ABNB0.5% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 29.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 5, 2026.

Assets Under Management
$681.2M
Discretionary
$669.0M
Employees
4
Accounts
1,350
Address
9335 ELLERBE ROAD
SHREVEPORT, LA 71106
Phone
(318) 506-8635
Website
Name Title / Status Ownership Type
CATAHOULA CLUB LLC ControlMANAGING MEMBER
since Mar 2022
50–75%Domestic Entity
CHRISMAN, VICKIE, LYNN ControlCHIEF COMPLIANCE OFFICER
since Mar 2022
Less than 5%Individual
LEES, SAMUEL ControlPARTNER
since Mar 2022
Less than 5%Individual
LEESURE TIME LLC ControlMANAGING MEMBER
since Mar 2022
50–75%Domestic Entity
MONSOUR, JEFFREY, LANE ControlPARTNER
since Mar 2022
Less than 5%Individual
LEES, SAMUEL Control
Indirect owner via LEESURE TIME LLC
MANAGING MEMBER
since Mar 2022
75% or moreIndividual
MONSOUR, JEFFREY, LANE Control
Indirect owner via CATAHOULA CLUB LLC
MANAGING MEMBER
since Jun 2020
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Feb 7, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 11, 2022 filing
  • No longer listedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person · listed since Jan 2022
  • No longer listedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2022
  • No longer listedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person · listed since Feb 2016
  • AddedCATAHOULA CLUB LLC · MANAGING MEMBER · 50–75% · control person
  • AddedCHRISMAN, VICKIE, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedLEES, SAMUEL · MANAGING MEMBER · 75% or more · indirect via LEESURE TIME LLC · control person
  • AddedLEES, SAMUEL · PARTNER · Less than 5% · control person
  • AddedLEESURE TIME LLC · MANAGING MEMBER · 50–75% · control person
  • AddedMONSOUR, JEFFREY, LANE · MANAGING MEMBER · 75% or more · indirect via CATAHOULA CLUB LLC · control person
  • AddedMONSOUR, JEFFREY, LANE · PARTNER · Less than 5% · control person
Feb 7, 2022 filing (earliest on record)
  • ListedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person
  • ListedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 109 →

Top Trims

Show all 17 →

New Positions

Show all 16 →

Exited Positions

Show all 4 →

LMG Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVW 464287309 $45.8M 7.31% 332,814 SH
2 APPLE INC AAPL 037833100 $18.8M 3.00% 64,945 SH
3 ISHARES TR IWO 464287648 $18.7M 2.99% 47,501 SH
4 VANGUARD INDEX FDS VBR 922908611 $18.5M 2.96% 76,108 SH
5 WALMART INC WMT 931142103 $18.0M 2.87% 158,724 SH
6 ISHARES TR IWP 464287481 $15.0M 2.39% 102,212 SH
7 ISHARES TR AGG 464287226 $13.5M 2.16% 136,337 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $13.4M 2.14% 17,924 SH
9 MICROSOFT CORP MSFT 594918104 $13.3M 2.12% 35,559 SH
10 CHEVRON CORPORATION CVX 166764100 $12.2M 1.95% 73,598 SH
11 RTX CORPORATION RTX 75513E101 $11.9M 1.90% 62,720 SH
12 FRANKLIN TEMPLETON ETF TR DIVI 35473P108 $11.6M 1.86% 271,790 SH
13 CARDINAL HEALTH INC CAH 14149Y108 $11.6M 1.85% 48,669 SH
14 ISHARES TR IVE 464287408 $11.4M 1.82% 50,152 SH
15 CATERPILLAR INC CAT 149123101 $10.4M 1.66% 9,767 SH
16 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $10.4M 1.66% 60,963 SH
17 PROSHARES TR NOBL 74348A467 $9.3M 1.48% 164,891 SH
18 AMAZON COM INC AMZN 023135106 $9.1M 1.45% 38,198 SH
19 ISHARES TR IJJ 464287705 $9.0M 1.45% 61,225 SH
20 VANGUARD ADMIRAL FDS INC VIOG 921932794 $8.9M 1.43% 58,265 SH
21 EXXON MOBIL CORP XOM 30231G102 $8.3M 1.32% 60,569 SH
22 US BANCORP USB 902973304 $8.2M 1.31% 135,596 SH
23 PRUDENTIAL FINL INC PRU 744320102 $8.0M 1.28% 74,374 SH
24 EMERSON ELEC CO EMR 291011104 $7.5M 1.20% 52,273 SH
25 MICRON TECHNOLOGY INC MU 595112103 $7.4M 1.18% 6,388 SH
26 ISHARES TR DVY 464287168 $7.3M 1.17% 46,677 SH
27 JOHNSON & JOHNSON JNJ 478160104 $7.3M 1.16% 28,684 SH
28 CELESTICA INC CLS 15101Q207 $7.1M 1.13% 19,403 SH
29 TESLA INC TSLA 88160R101 $7.0M 1.12% 16,618 SH
30 STERLING INFRASTRUCTURE INC STRL 859241101 $7.0M 1.11% 8,302 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.8M 1.08% 13,567 SH
32 VANGUARD INDEX FDS VNQ 922908553 $6.7M 1.08% 69,875 SH
33 AFLAC INC AFL 001055102 $6.4M 1.03% 54,752 SH
34 RAYMOND JAMES FINL INC RJF 754730109 $6.2M 0.99% 40,908 SH
35 ABBVIE INC ABBV 00287Y109 $6.1M 0.97% 24,080 SH
36 VANGUARD WORLD FD VFH 92204A405 $5.7M 0.92% 43,632 SH
37 MCDONALDS CORP MCD 580135101 $5.5M 0.88% 20,313 SH
38 FEDEX CORP FDX 31428X106 $5.4M 0.86% 17,266 SH
39 VANGUARD CHARLOTTE FDS BNDX 92203J407 $5.4M 0.86% 111,162 SH
40 CHUBB LIMITED CB H1467J104 $5.3M 0.85% 15,695 SH
41 REALTY INCOME CORP O 756109104 $5.3M 0.84% 85,162 SH
42 LOWES COS INC LOW 548661107 $5.2M 0.84% 23,719 SH
43 SYSCO CORP SYY 871829107 $5.0M 0.80% 60,111 SH
44 ALLSTATE CORP ALL 020002101 $5.0M 0.79% 20,894 SH
45 PEPSICO INC PEP 713448108 $5.0M 0.79% 36,709 SH
46 ALPHABET INC GOOG 02079K107 $4.9M 0.79% 13,962 SH
47 ISHARES INC EEMV 464286533 $4.6M 0.74% 61,682 SH
48 CISCO SYS INC CSCO 17275R102 $4.5M 0.72% 38,226 SH
49 ARCHER DANIELS MIDLAND CO ADM 039483102 $4.5M 0.71% 58,540 SH
50 AUTOMATIC DATA PROCESSING IN ADP 053015103 $4.4M 0.71% 19,774 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $625.8M 166 0001951757-26-001238
2026-03-31 2026-04-17 $548.7M 154 0001951757-26-000637
2025-12-31 2026-02-02 $536.0M 153 0001951757-26-000338
Filer Information
Address
9335 ELLERBE ROAD
SHREVEPORT, LA 71106
Phone
(318) 506-8637
Filing Manager
LMG Wealth Partners, LLC
SHREVEPORT, LA
Signatory
Vickie Chrisman
Chief Compliance Officer