LMG Wealth Partners, LLC
LMG Wealth Partners, LLC, formerly known as Lees Monsour Group, is a SEC-registered investment adviser headquartered in Shreveport, Louisiana. Founded in 2022 by Samuel Lees and associates, the firm provides wealth management, investment advisory, and financial planning services to clients nationally, with a primary focus on individuals (including high-net-worth clients) and charitable organizations. The firm has around 4 employees and operates under the regulatory supervision of the SEC.
Investment Strategy
LMG Wealth Partners employs a diversified investment strategy tailored to individual client goals, primarily serving individuals and charitable organizations. Their approach emphasizes portfolio construction using stocks, ETFs, and other securities, with broad sector allocations into large-cap equities (such as Apple, Microsoft, and Walmart). The firm offers both discretionary and non-discretionary management with a focus on risk-adjusted returns and customized asset allocation. They regularly adjust and rebalance positions, reflecting tactical moves in response to market conditions and client objectives.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 7.57% | $36.8M | 334,529 | $59.15 | $110.10 | +$5.4M |
W WMT | WALMART INC | 3.48% | $17.0M | 173,434 | $47.78 | $97.78 | +$1.6M |
M MSFT | MICROSOFT CORP | 3.47% | $16.9M | 33,958 | $274.65 | $497.41 | +$4.1M |
A AAPL | APPLE INC | 3.08% | $15.0M | 72,972 | $129.98 | $205.17 | -$1.3M |
V VBR | VANGUARD INDEX FDS | 3.02% | $14.7M | 75,446 | $158.92 | $195.01 | +$653.8K |