# EDGAR Filing Document

**Accession Number:** 0001965772
**File Stem:** 0001965772-23-000001
**Filing Date:** 2023-2
**Character Count:** 15482
**Document Hash:** eaf2c0f6d94aa249ee4e539e91a246f4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001965772-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001965772-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LMG Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001965772
- **IRS NUMBER:** 881106524
- **STATE OF INCORPORATION:** LA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22998
- **FILM NUMBER:** 23623876

**BUSINESS ADDRESS:**
- **STREET 1:** 9335 ELLERBE ROAD
- **CITY:** SHREVEPORT
- **STATE:** LA
- **ZIP:** 71106
- **BUSINESS PHONE:** (318) 506-8637

**MAIL ADDRESS:**
- **STREET 1:** 9335 ELLERBE ROAD
- **CITY:** SHREVEPORT
- **STATE:** LA
- **ZIP:** 71106

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LMG Wealth Partners LLC<br>**Address:** 9335 ELLERBE ROAD<br>SHREVEPORT, LA 71106

**Form 13F File Number:** 028-22998

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Vickie L Chrisman<br>**Title:** Chief Compliance Officer<br>**Phone:** 318-506-8637

**Signature, Place, and Date of Signing:**

Vickie L Chrisman  Shreveport, LA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 107

**Form 13F Information Table Value Total:** $302457546

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PRECIGEN INCORPORATED | Common | 74017N105 |  | 54367 | 26013 | SH |  | SOLE |  | 0 | 0 | 26013 |
| VERTEX ENERGY INCORPORATED | Common | 92534K107 |  | 129038 | 18022 | SH |  | SOLE |  | 0 | 0 | 18022 |
| LUMEN TECHNOLOGIES INCORPORATED | Common | 550241103 |  | 160780 | 28762 | SH |  | SOLE |  | 0 | 0 | 28762 |
| PATTERSON COMPANIES INCORPORATED | Common | 703395103 |  | 205603 | 7199 | SH |  | SOLE |  | 0 | 0 | 7199 |
| GENERAL DYNAMICS CORPORATION | Common | 369550108 |  | 210033 | 871 | SH |  | SOLE |  | 0 | 0 | 871 |
| SOUTHERN COMPANY | Common | 842587107 |  | 233827 | 3338 | SH |  | SOLE |  | 0 | 0 | 3338 |
| AUTOZONE INCORPORATED | Common | 053332102 |  | 235588 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| ABBOTT LABS | Common | 002824100 |  | 235965 | 2081 | SH |  | SOLE |  | 0 | 0 | 2081 |
| US BANCORP DEL                COM NEW | Common | 902973304 |  | 241422 | 5089 | SH |  | SOLE |  | 0 | 0 | 5089 |
| ENERGY TRANSFER L P COM UT LTD PTN | Master Limited Partnership | 29273V100 |  | 241824 | 19162 | SH |  | SOLE |  | 0 | 0 | 19162 |
| BOEING COMPANY | Common | 097023105 |  | 242487 | 1147 | SH |  | SOLE |  | 0 | 0 | 1147 |
| SYLVAMO CORPORATION COMMON STOCK | Common | 871332102 |  | 246793 | 5188 | SH |  | SOLE |  | 0 | 0 | 5188 |
| FORD MTR COMPANY DEL | Common | 345370860 |  | 253311 | 19993 | SH |  | SOLE |  | 0 | 0 | 19993 |
| TEXAS INSTRS INCORPORATED | Common | 882508104 |  | 253804 | 1447 | SH |  | SOLE |  | 0 | 0 | 1447 |
| CSX CORPORATION | Common | 126408103 |  | 256725 | 7875 | SH |  | SOLE |  | 0 | 0 | 7875 |
| MCKESSON CORPORATION | Common | 58155Q103 |  | 264211 | 689 | SH |  | SOLE |  | 0 | 0 | 689 |
| CANADIAN PAC RY LIMITED | Ordinary Shares | 13645T100 |  | 268637 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| NEXTERA ENERGY INCORPORATED | Common | 65339F101 |  | 275997 | 3219 | SH |  | SOLE |  | 0 | 0 | 3219 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | Common | 025537101 |  | 300232 | 3165 | SH |  | SOLE |  | 0 | 0 | 3165 |
| FRANKLIN RESOURCES INCORPORATED | Common | 354613101 |  | 307240 | 10317 | SH |  | SOLE |  | 0 | 0 | 10317 |
| ISHARES TR MSCI EMG MKT ETF | Exchange Traded Funds | 464287234 |  | 330614 | 8050 | SH |  | SOLE |  | 0 | 0 | 8050 |
| MAGNA INTERNATIONAL INCORPORATED | Ordinary Shares | 559222401 |  | 333373 | 5117 | SH |  | SOLE |  | 0 | 0 | 5117 |
| VANGUARD MID-CAP VALUE ETF | Exchange Traded Funds | 922908512 |  | 348170 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| ISHARES TR RUS 2000 VAL ETF | Exchange Traded Funds | 464287630 |  | 354016 | 2392 | SH |  | SOLE |  | 0 | 0 | 2392 |
| MARATHON PETE CORPORATION | Common | 56585A102 |  | 357151 | 2933 | SH |  | SOLE |  | 0 | 0 | 2933 |
| VANGUARD FTSE ALL-WORLD EX-US ETF | Exchange Traded Funds | 922042775 |  | 375530 | 6962 | SH |  | SOLE |  | 0 | 0 | 6962 |
| WELLS FARGO COMPANY NEW | Common | 949746101 |  | 389668 | 8832 | SH |  | SOLE |  | 0 | 0 | 8832 |
| BRITISH AMERN TOB PLC         SPONSORED ADR | American Dep. Receipt | 110448107 |  | 396975 | 10303 | SH |  | SOLE |  | 0 | 0 | 10303 |
| DOW INCORPORATED | Common | 260557103 |  | 444735 | 7748 | SH |  | SOLE |  | 0 | 0 | 7748 |
| JPMORGAN ULTRA-SHORT INCOME ETF | Exchange Traded Funds | 46641Q837 |  | 449296 | 8943 | SH |  | SOLE |  | 0 | 0 | 8943 |
| VANGUARD VALUE ETF | Exchange Traded Funds | 922908744 |  | 452399 | 3148 | SH |  | SOLE |  | 0 | 0 | 3148 |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | Common | 911312106 |  | 461283 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |
| VANGUARD DIVIDEND APPRECIATION ETF | Exchange Traded Funds | 921908844 |  | 481486 | 3092 | SH |  | SOLE |  | 0 | 0 | 3092 |
| AIRBNB INCORPORATED COM CLASS A | Common | 009066101 |  | 484779 | 4787 | SH |  | SOLE |  | 0 | 0 | 4787 |
| HOME DEPOT INCORPORATED | Common | 437076102 |  | 556473 | 1699 | SH |  | SOLE |  | 0 | 0 | 1699 |
| QUALCOMM INCORPORATED | Common | 747525103 |  | 579028 | 4814 | SH |  | SOLE |  | 0 | 0 | 4814 |
| CONSOLIDATED EDISON INCORPORATED | Common | 209115104 |  | 584208 | 6118 | SH |  | SOLE |  | 0 | 0 | 6118 |
| WESTERN DIGITAL CORPORATION. | Common | 958102105 |  | 584730 | 15668 | SH |  | SOLE |  | 0 | 0 | 15668 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Ordinary Shares | N53745100 |  | 685276 | 7482 | SH |  | SOLE |  | 0 | 0 | 7482 |
| BANK AMERICA CORPORATION | Common | 060505104 |  | 716566 | 20758 | SH |  | SOLE |  | 0 | 0 | 20758 |
| PROSHARES S MIDCAP 400 DIVIDEND ARISTOCRATS ETF | Exchange Traded Funds | 74347B680 |  | 726610 | 9839 | SH |  | SOLE |  | 0 | 0 | 9839 |
| PAYCHEX INCORPORATED | Common | 704326107 |  | 795190 | 6715 | SH |  | SOLE |  | 0 | 0 | 6715 |
| ORGANON  COMPANY COMMON STOCK | Common | 68622V106 |  | 795359 | 24793 | SH |  | SOLE |  | 0 | 0 | 24793 |
| WASTE MGMT INCORPORATED DEL | Common | 94106L109 |  | 805966 | 5221 | SH |  | SOLE |  | 0 | 0 | 5221 |
| INTEL CORPORATION | Common | 458140100 |  | 808346 | 27309 | SH |  | SOLE |  | 0 | 0 | 27309 |
| PACKAGING CORPORATION AMER | Common | 695156109 |  | 854801 | 6403 | SH |  | SOLE |  | 0 | 0 | 6403 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | Exchange Traded Funds | 72201R833 |  | 897911 | 9057 | SH |  | SOLE |  | 0 | 0 | 9057 |
| ENTERGY CORPORATION NEW | Common | 29364G103 |  | 946688 | 8855 | SH |  | SOLE |  | 0 | 0 | 8855 |
| AT INCORPORATED | Common | 00206R102 |  | 975817 | 50482 | SH |  | SOLE |  | 0 | 0 | 50482 |
| ALLIANT ENERGY CORPORATION | Common | 018802108 |  | 1039800 | 18878 | SH |  | SOLE |  | 0 | 0 | 18878 |
| ALPHABET INCORPORATED CAP STK CLASS C | Common | 02079K107 |  | 1064909 | 11555 | SH |  | SOLE |  | 0 | 0 | 11555 |
| INTERNATIONAL BUSINESS MACHINES | Common | 459200101 |  | 1069179 | 7364 | SH |  | SOLE |  | 0 | 0 | 7364 |
| CISCO SYSTEMS INCORPORATED | Common | 17275R102 |  | 1150314 | 23925 | SH |  | SOLE |  | 0 | 0 | 23925 |
| DUKE ENERGY CORPORATION NEW COM NEW | Common | 26441C204 |  | 1151527 | 11049 | SH |  | SOLE |  | 0 | 0 | 11049 |
| DISNEY WALT COMPANY | Common | 254687106 |  | 1306223 | 13074 | SH |  | SOLE |  | 0 | 0 | 13074 |
| EATON CORPORATION PLC SHS | Ordinary Shares | G29183103 |  | 1348490 | 8303 | SH |  | SOLE |  | 0 | 0 | 8303 |
| PFIZER INCORPORATED | Common | 717081103 |  | 1365304 | 29629 | SH |  | SOLE |  | 0 | 0 | 29629 |
| VERIZON COMMUNICATIONS INCORPORATED | Common | 92343V104 |  | 1442904 | 35322 | SH |  | SOLE |  | 0 | 0 | 35322 |
| ABBVIE INCORPORATED | Common | 00287Y109 |  | 1452343 | 9503 | SH |  | SOLE |  | 0 | 0 | 9503 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | Common | 084670702 |  | 1510383 | 4797 | SH |  | SOLE |  | 0 | 0 | 4797 |
| COCA COLA COMPANY | Common | 191216100 |  | 1748258 | 28344 | SH |  | SOLE |  | 0 | 0 | 28344 |
| JPMORGAN CHASE  COMPANY | Common | 46625H100 |  | 1913331 | 13589 | SH |  | SOLE |  | 0 | 0 | 13589 |
| CATERPILLAR INCORPORATED | Common | 149123101 |  | 2091338 | 8161 | SH |  | SOLE |  | 0 | 0 | 8161 |
| PROCTER AND GAMBLE COMPANY | Common | 742718109 |  | 2227565 | 14807 | SH |  | SOLE |  | 0 | 0 | 14807 |
| JOHNSON  JOHNSON | Common | 478160104 |  | 2252400 | 13068 | SH |  | SOLE |  | 0 | 0 | 13068 |
| VANGUARD FTSE EMERGING MARKETS ETF | Exchange Traded Funds | 922042858 |  | 2324171 | 55443 | SH |  | SOLE |  | 0 | 0 | 55443 |
| BLACK STONE MINERALS L P COM UNIT | Master Limited Partnership | 09225M101 |  | 2453607 | 144245 | SH |  | SOLE |  | 0 | 0 | 144245 |
| DELTA AIR LINES INCORPORATED DEL COM NEW | Common | 247361702 |  | 2454570 | 64155 | SH |  | SOLE |  | 0 | 0 | 64155 |
| MERCK  COMPANY INCORPORATED | Common | 58933Y105 |  | 2475074 | 22409 | SH |  | SOLE |  | 0 | 0 | 22409 |
| BRISTOL-MYERS SQUIBB COMPANY | Common | 110122108 |  | 2486669 | 34389 | SH |  | SOLE |  | 0 | 0 | 34389 |
| MEDTRONIC PLC SHS | Ordinary Shares | G5960L103 |  | 2506438 | 31194 | SH |  | SOLE |  | 0 | 0 | 31194 |
| RAYMOND JAMES FINL INCORPORATED | Common | 754730109 |  | 2519693 | 21534 | SH |  | SOLE |  | 0 | 0 | 21534 |
| INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | Exchange Traded Funds | 46138E784 |  | 2522349 | 128038 | SH |  | SOLE |  | 0 | 0 | 128038 |
| WHIRLPOOL CORPORATION | Common | 963320106 |  | 2848921 | 18392 | SH |  | SOLE |  | 0 | 0 | 18392 |
| FEDEX CORPORATION | Common | 31428X106 |  | 3508813 | 18651 | SH |  | SOLE |  | 0 | 0 | 18651 |
| AMAZON COM INCORPORATED | Common | 023135106 |  | 3692738 | 38446 | SH |  | SOLE |  | 0 | 0 | 38446 |
| MCDONALDS CORPORATION | Common | 580135101 |  | 3733104 | 13619 | SH |  | SOLE |  | 0 | 0 | 13619 |
| SYSCO CORPORATION | Common | 871829107 |  | 4064105 | 50884 | SH |  | SOLE |  | 0 | 0 | 50884 |
| PIMCO BROAD U.S. TIPS INDEX FUND | Exchange Traded Funds | 72201R403 |  | 4417088 | 80853 | SH |  | SOLE |  | 0 | 0 | 80853 |
| 3M COMPANY | Common | 88579Y101 |  | 4473791 | 35338 | SH |  | SOLE |  | 0 | 0 | 35338 |
| ISHARES TR SELECT DIVID ETF | Exchange Traded Funds | 464287168 |  | 4621477 | 37189 | SH |  | SOLE |  | 0 | 0 | 37189 |
| GREEN DOT CORPORATION CLASS A | Common | 39304D102 |  | 4802572 | 275219 | SH |  | SOLE |  | 0 | 0 | 275219 |
| COMMERCE BANCSHARES INCORPORATED | Common | 200525103 |  | 4822452 | 69840 | SH |  | SOLE |  | 0 | 0 | 69840 |
| ISHARES INCORPORATED MSCI EMERG MRKT | Exchange Traded Funds | 464286533 |  | 4958302 | 90513 | SH |  | SOLE |  | 0 | 0 | 90513 |
| AUTOMATIC DATA PROCESSING INCORPORATED | Common | 053015103 |  | 4991559 | 21081 | SH |  | SOLE |  | 0 | 0 | 21081 |
| EMERSON ELEC COMPANY | Common | 291011104 |  | 5024952 | 55074 | SH |  | SOLE |  | 0 | 0 | 55074 |
| AFLAC INCORPORATED | Common | 001055102 |  | 5158452 | 71210 | SH |  | SOLE |  | 0 | 0 | 71210 |
| VANGUARD REAL ESTATE ETF | Exchange Traded Funds | 922908553 |  | 5299345 | 59927 | SH |  | SOLE |  | 0 | 0 | 59927 |
| RAYTHEON TECHNOLOGIES CORPORATION | Common | 75513E101 |  | 5708888 | 57999 | SH |  | SOLE |  | 0 | 0 | 57999 |
| ISHARES TR S MC 400VL ETF | Exchange Traded Funds | 464287705 |  | 6099416 | 56221 | SH |  | SOLE |  | 0 | 0 | 56221 |
| LOWES COMPANIES INCORPORATED | Common | 548661107 |  | 6227353 | 29722 | SH |  | SOLE |  | 0 | 0 | 29722 |
| MICROSOFT CORPORATION | Common | 594918104 |  | 6334905 | 26357 | SH |  | SOLE |  | 0 | 0 | 26357 |
| PROSHARES S 500 DIVIDEND ARISTOCRATS ETF | Exchange Traded Funds | 74348A467 |  | 6559158 | 70521 | SH |  | SOLE |  | 0 | 0 | 70521 |
| SPDR S 500 ETF | Exchange Traded Funds | 78462F103 |  | 6570763 | 16519 | SH |  | SOLE |  | 0 | 0 | 16519 |
| ISHARES TR S 500 VAL ETF | Exchange Traded Funds | 464287408 |  | 6587690 | 43164 | SH |  | SOLE |  | 0 | 0 | 43164 |
| VANGUARD S SMALL-CAP 600 GROWTH ETF | Exchange Traded Funds | 921932794 |  | 6814702 | 34672 | SH |  | SOLE |  | 0 | 0 | 34672 |
| PEPSICO INCORPORATED | Common | 713448108 |  | 6859298 | 38960 | SH |  | SOLE |  | 0 | 0 | 38960 |
| EXXON MOBIL CORPORATION | Common | 30231G102 |  | 7094940 | 62826 | SH |  | SOLE |  | 0 | 0 | 62826 |
| WALMART INCORPORATED | Common | 931142103 |  | 9285419 | 64299 | SH |  | SOLE |  | 0 | 0 | 64299 |
| ISHARES TR RUS MD CP GR ETF | Exchange Traded Funds | 464287481 |  | 9598088 | 108674 | SH |  | SOLE |  | 0 | 0 | 108674 |
| PRUDENTIAL FINL INCORPORATED | Common | 744320102 |  | 9636563 | 95336 | SH |  | SOLE |  | 0 | 0 | 95336 |
| CHEVRON CORPORATION NEW | Common | 166764100 |  | 9748445 | 54011 | SH |  | SOLE |  | 0 | 0 | 54011 |
| CARDINAL HEALTH INCORPORATED | Common | 14149Y108 |  | 9861925 | 129049 | SH |  | SOLE |  | 0 | 0 | 129049 |
| ISHARES TR RUS 2000 GRW ETF | Exchange Traded Funds | 464287648 |  | 10050492 | 43603 | SH |  | SOLE |  | 0 | 0 | 43603 |
| APPLE INCORPORATED | Common | 037833100 |  | 10421568 | 76663 | SH |  | SOLE |  | 0 | 0 | 76663 |
| VANGUARD SMALL-CAP VALUE ETF | Exchange Traded Funds | 922908611 |  | 15982031 | 94939 | SH |  | SOLE |  | 0 | 0 | 94939 |
| ISHARES TR S 500 GRWT ETF | Exchange Traded Funds | 464287309 |  | 21131064 | 351131 | SH |  | SOLE |  | 0 | 0 | 351131 |

---