LMG Wealth Partners, LLC

RIA/Wealth

LMG Wealth Partners, LLC is a RIA/Wealth based in Shreveport, LA led by Jeffrey Lane Monsour, reporting $612.2M in AUM as of Q3 2025 with 38% ETF concentration.

PartnerJeffrey Lane Monsour

Portfolio Value: $537.8M
Positions: 151
Top Holding: IVW at 7.5%
Last Reported: Q3 2025

Address9335 Ellerbe Road, Shreveport, LA, 71106, United States

Top Holdings

Largest long holdings in LMG Wealth Partners, LLC's portfolio (32.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P 500 Growth ETF IVW	ETF ETF	$40.3M	7.50%	-$44.1K Sold	— 334.2K shares	Q4 2022 Held for 2y 11m
2 Apple AAPL	Consumer Electronics Technology	$18.6M	3.46%	+$6.9K Bought	0.00% 73.0K shares	Q4 2022 Held for 2y 11m
3 Walmart WMT	Discount Stores Consumer Defensive	$17.8M	3.32%	-$46.7K Sold	0.00% 173.0K shares	Q4 2022 Held for 2y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$17.5M	3.26%	-$40.4K Sold	0.00% 33.9K shares	Q4 2022 Held for 2y 11m
5 Vanguard Small-Cap Value VBR	ETF ETF	$15.8M	2.93%	+$22.5K Bought	— 75.6K shares	Q4 2022 Held for 2y 11m
6 iShares Russell 2000 Growth IWO	ETF ETF	$14.5M	2.69%	+$166.1K Bought	— 45.2K shares	Q4 2022 Held for 2y 11m
7 iShares Russell Mid-Cap Growth IWP	ETF ETF	$14.1M	2.61%	+$41.6K Bought	— 98.7K shares	Q4 2022 Held for 2y 11m
8 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$12.0M	2.23%	-$116.7K Sold	— 119.4K shares	Q1 2023 Held for 2y 8m
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$11.9M	2.22%	+$6.7K Bought	— 17.9K shares	Q4 2022 Held for 2y 11m
10 Chevron CVX	Oil & Gas Integrated Energy	$11.9M	2.22%	+$664.3K Bought	0.00% 76.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LMG Wealth Partners, LLC's latest filing

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Market Value

$537.8M

Prior: $486.7M

Q/Q Change

+10.49%

+$51.1M

Net Flows % of MV

+2.78%

Turnover Ratio

2.6%

New Purchases

11 stocks

$12.6M

Added To

80 stocks

+$8.5M

Sold Out Of

2 stocks

$1.4M

Reduced Holdings

29 stocks

-$4.8M

Increased Positions

Position	Shares Δ	Change
1 iShares Russell Mid-Cap Value IWS	New	0 → 18.3K +$2.6M
2 Vanguard Total Stock Market VTI	New	0 → 6.6K +$2.2M
3 iShares S&P Small-Cap 600 Value IJS	New	0 → 19.3K +$2.1M
4 Willdan Group WLDN	New	0 → 19.5K +$1.9M
5 Kinross Gold KGC	New	0 → 59.5K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 Ituran Location and Control ITRN	Sold	35.0K → 0 −$1.4M
2 Cleveland-Cliffs CLF	Sold	10.0K → 0 −$76.0K
3 PepsiCo PEP	-28.04%	51.1K → 36.8K −$2.0M
4 Entergy ETR	-15.69%	17.7K → 14.9K −$259.1K
5 Applovin Corporation APP	-10.43%	7.9K → 7.1K −$595.0K