LMG Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$535,980
Net value change ($000)
-1,781 (-0.3%)
New positions
9
Sold out positions
7
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 2,476 NEW
HD 2,117 230.4%
INCY 1,790 NEW
VISN 1,618 NEW
IVW 946 2.3%
FDX 890 21.7%
CAH 834 9.1%
CORPORACION AMER ARPTS S A 830 45.0%
GOOGL 829 28.6%
CLS 783 11.3%
Top Reduces (Value $000, Stocks/ETFs)
PG -2,327 -79.4%
GRBK -1,888 -100.0%
RGA -1,707 -100.0%
MSFT -1,483 -8.5%
QTWO -1,471 -100.0%
LRN -1,461 -100.0%
CVX -1,192 -10.0%
ADP -1,101 -20.3%
LOW -890 -14.7%
ROP -871 -34.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type