LMG Wealth Partners, LLC

LMG Wealth Partners, LLC reported 166 holdings worth US$626M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

LMG Wealth Partners, LLC reported 166 holdings worth US$626M as of Jun 30, 2026. Largest: Apple Inc, Walmart Inc. and Microsoft Corp. Filed Aug 12, 2026 (Form 13F).

Holdings
166
Value as reported
US$626M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc64,945US$18.8M3.0%
Walmart Inc.159KUS$18M2.9%
Microsoft Corp.35,559US$13.3M2.1%
Chevron Corporation73,598US$12.2M1.9%
Rtx Corporation62,720US$11.9M1.9%
Cardinal Health, Inc.48,669US$11.6M1.8%
Caterpillar, Inc.9,767US$10.4M1.7%
Amazon.com, Inc.38,198US$9.1M1.5%
Alphabet Inc (google) Class C24,726US$8.84M1.4%
Berkshire Hathaway Inc.16,560US$8.29M1.3%
Exxon Mobil Corporation60,569US$8.28M1.3%
U.s. Bancorp136KUS$8.19M1.3%
Prudential Financial, Inc.74,374US$8.03M1.3%
Emerson Electric Company52,273US$7.48M1.2%
Micron Technology, Inc.6,388US$7.37M1.2%
Johnson & Johnson28,684US$7.28M1.2%
Celestica Inc.19,403US$7.08M1.1%
Tesla, Inc.16,618US$6.99M1.1%
Sterling Infrastructure, Inc.8,302US$6.97M1.1%
Aflac Incorporated54,752US$6.42M1.0%
Raymond James Financial, Inc.40,908US$6.22M0.99%
Abbvie Inc.24,080US$6.06M0.97%
Mcdonald's Corporation20,313US$5.49M0.88%
Fedex Corporation17,266US$5.41M0.86%
Realty Income Corporation85,162US$5.28M0.84%
Lowe's Companies, Inc.23,719US$5.23M0.84%
Sysco Corporation60,111US$5.02M0.80%
Allstate Corporation (the)20,894US$4.97M0.79%
Pepsico, Inc.36,709US$4.97M0.79%
Cisco Systems, Inc.38,226US$4.49M0.72%
Archer-daniels-midland Company58,540US$4.47M0.71%
Automatic Data Processing, Inc.19,774US$4.43M0.71%
Jp Morgan Chase & Co.13,142US$4.3M0.69%
Wells Fargo & Company51,286US$4.24M0.68%
Okta, Inc.25,819US$3.52M0.56%
Home Depot, Inc. (the)9,974US$3.52M0.56%
Maxlinear, Inc26,759US$3.43M0.55%
Applovin Corporation6,517US$3.36M0.54%
Merck & Company, Inc.25,729US$3.31M0.53%
Airbnb, Inc.22,457US$3.21M0.51%
Wayfair Inc.34,719US$3.21M0.51%
Bristol-myers Squibb Company54,001US$3.11M0.50%
Nucor Corporation13,857US$3.09M0.49%
Verizon Communications Inc.66,537US$2.82M0.45%
Manulife Financial Corporation67,405US$2.73M0.44%
Walt Disney Company (the)27,585US$2.66M0.42%
Coca-cola Company (the)32,131US$2.61M0.42%
Incyte Corporation22,773US$2.58M0.41%
Packaging Corporation Of America10,689US$2.55M0.41%
General Motors Company31,686US$2.44M0.39%
Alliant Energy Corporation30,337US$2.31M0.37%
Dycom Industries, Inc.4,498US$2.27M0.36%
Par Pacific Holdings, Inc. Common Stock39,398US$2.21M0.35%
Vistance Networks, Inc.167KUS$2.13M0.34%
Southern Company (the)20,768US$1.99M0.32%
Kinross Gold Corporation80,415US$1.9M0.30%
Nvidia Corporation8,456US$1.69M0.27%
At&t Inc.80,750US$1.67M0.27%
Genuine Parts Company12,638US$1.49M0.24%
Entergy Corporation12,934US$1.49M0.24%
Target Corporation11,313US$1.48M0.24%
Sandisk Corporation631US$1.43M0.23%
Duke Energy Corporation (holding Company)11,293US$1.43M0.23%
Black Stone Minerals, L.p.102KUS$1.42M0.23%
Hp Inc.64,049US$1.41M0.22%
Blackstone Inc.11,854US$1.39M0.22%
Paychex, Inc.13,886US$1.37M0.22%
Darden Restaurants, Inc.6,411US$1.32M0.21%
Western Digital Corporation2,049US$1.31M0.21%
Kimberly-clark Corporation11,848US$1.3M0.21%
Energy Transfer Lp60,131US$1.15M0.18%
Brinker International, Inc.6,148US$1.03M0.17%
International Business Machines Corporation3,464US$974K0.16%
Charles Schwab Corporation (the)9,013US$832K0.13%
Oneok, Inc.8,754US$761K0.12%
Marathon Petroleum Corporation2,961US$757K0.12%
Unitedhealth Group Incorporated1,622US$674K0.11%
Procter & Gamble Company (the)4,265US$625K0.10%
Broadcom Inc.1,618US$611K0.10%
Sylvamo Corporation15,133US$572K0.09%
Bank Of America Corporation9,851US$561K0.09%
American Electric Power Company, Inc.4,096US$560K0.09%
United Parcel Service, Inc.4,876US$524K0.08%
Mckesson Corporation689US$521K0.08%
Cummins Inc.628US$448K0.07%
Pfizer, Inc.16,294US$392K0.06%
Texas Instruments Incorporated1,264US$377K0.06%
Csx Corporation7,901US$376K0.06%
Ge Vernova Inc.315US$370K0.06%
Waste Management, Inc.1,549US$345K0.06%
Autozone, Inc.100US$320K0.05%
Boeing Company (the)1,420US$307K0.05%
Simon Property Group, Inc.1,366US$306K0.05%
General Dynamics Corporation860US$305K0.05%
Canadian Pacific Kansas City Limited3,361US$291K0.05%
Intel Corporation2,077US$290K0.05%
Nextera Energy, Inc.3,219US$283K0.05%
Cal-maine Foods, Inc.3,400US$274K0.04%
Deere & Company431US$273K0.04%
Advanced Micro Devices Inc452US$263K0.04%

Every holding of LMG Wealth Partners, LLC

Source

View original at SEC

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