LMG WEALTH PARTNERS LLC
Q1 2025 Form 13-F
SHREVEPORT, LOUISIANA
CIK 0001965772
· CRD 318023
· SEC-registered investment adviser
$448.8M Reported Value Total
LEES MONSOUR GROUP reports 1,199 total accounts under management (AUM). There are 1,195 discretionary accounts valued at $601,499,317, and 4 non-discretionary accounts valued at $10,691,043.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-05
Reported value
$448.8M
Quarter over quarter
-2.7%
Holdings
128
Top-10 concentration
32.8%
Key People
Form ADV owners & control persons
Samuel Lees
MANAGING MEMBER
Jeffrey Lane Monsour
MANAGING MEMBER
Vickie Lynn Chrisman
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 02, 2025 |
| Form | 13F-HR |
| Reported value | $448.8M |
| Positions | 128 |
| Change in reported value | -2.2% |
| New positions | 9 |
| Exited positions | 10 |
| Position turnover | 13.8% |
| Top-10 concentration | 32.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
166 | $625.8M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
154 | $548.7M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
153 | $536.0M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
151 | $537.8M |
|
Q2 2025 13F
Filed Jul 29, 2025
|
139 | $486.7M |
|
Q1 2025 13F
Filed May 2, 2025
|
128 | $448.8M |
|
Q4 2024 13F
Filed Feb 3, 2025
|
129 | $458.7M |
|
Q3 2024 13F
Filed Oct 23, 2024
|
123 | $436.7M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
122 | $401.1M |
|
Q1 2024 13F
Filed May 3, 2024
|
121 | $397.0M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
107 | $360.2M |
|
Q3 2023 13F
Filed Oct 16, 2023
|
104 | $328.2M |
|
Q2 2023 13F
Filed Jul 27, 2023
|
106 | $326.8M |
|
Q1 2023 13F
Filed May 2, 2023
|
104 | $309.6M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
107 | $302.5M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVW ISHARES TR | $31.4M | 7.0% |
| 2 | AAPL APPLE INC | $16.2M | 3.62% |
| 3 | WMT WALMART INC | $15.4M | 3.42% |
| 4 | VBR VANGUARD INDEX FDS | $14.1M | 3.13% |
| 5 | MSFT MICROSOFT CORP | $12.8M | 2.86% |
| 6 | AGG ISHARES TR | $11.9M | 2.66% |
| 7 | CVX CHEVRON CORP NEW | $11.8M | 2.63% |
| 8 | IWP ISHARES TR | $11.7M | 2.6% |
| 9 | IWO ISHARES TR | $11.5M | 2.55% |
| 10 | CAH CARDINAL HEALTH INC | $10.6M | 2.36% |
| 11 | SPY SPDR S&P 500 ETF TR | $9.3M | 2.07% |
| 12 | RTX RTX CORPORATION | $9.0M | 2.01% |
| 13 | IVE ISHARES TR | $8.5M | 1.89% |
| 14 | PRU PRUDENTIAL FINL INC | $8.1M | 1.81% |
| 15 | DIVI FRANKLIN TEMPLETON ETF TR | $8.0M | 1.77% |
| 16 | AMZN AMAZON COM INC | $7.6M | 1.69% |
| 17 | NOBL PROSHARES TR | $7.4M | 1.65% |
| 18 | PEP PEPSICO INC | $7.3M | 1.63% |
| 19 | XOM EXXON MOBIL CORP | $7.2M | 1.6% |
| 20 | VIOG VANGUARD ADMIRAL FDS INC | $7.0M | 1.56% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.