LMG Wealth Partners, LLC
All 13F Filings
- Location
- Shreveport, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 625,801
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 166 | 625,801 | 13F-HR | LMG Wealth Partners, LLC |
| Q1 2026 | 4/17/2026 | 154 | 548,741 | 13F-HR | LMG Wealth Partners, LLC |
| Q4 2025 | 2/2/2026 | 153 | 535,980 | 13F-HR | LMG Wealth Partners, LLC |
| Q3 2025 | 11/12/2025 | 151 | 537,761 | 13F-HR | LMG Wealth Partners, LLC |
| Q2 2025 | 7/29/2025 | 139 | 486,696 | 13F-HR | LMG Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 380.1 K | 60.7% | 41.07 K | 0 | 41.07 K |
| ETFs | 245.7 K | 39.3% | 35.99 K | 0 | 35.99 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
625,801
Holdings
166
QoQ value change ($000)
77,060
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.