LMG Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$548,741
Net value change ($000)
+12,761 (2.4%)
New positions
6
Sold out positions
5
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 4,341 40.4%
XOM 2,966 39.9%
WMT 2,015 11.3%
NUE 1,951 NEW
GM 1,601 561.8%
CAT 1,287 23.2%
FDX 1,179 23.6%
DY 1,149 NEW
JNJ 1,122 19.1%
STRL 1,105 32.3%
Top Reduces (Value $000, Stocks/ETFs)
IVW -3,753 -9.1%
MSFT -2,756 -17.2%
CRM -1,983 -100.0%
APP -1,843 -39.3%
ROP -1,659 -100.0%
PYPL -1,348 -100.0%
IWP -1,254 -9.2%
AAPL -1,162 -6.5%
AMZN -796 -9.1%
PRU -699 -8.9%
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