LFG Wealth Partners
Latest statistics and disclosures from LFG Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AMZN, AAPL, MSFT, and represent 27.06% of LFG Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AMD, AMZN, NVDY, HPE, GOOGL, CSCO, CCJ, HCA, A, CI.
- Started 28 new stock positions in BIL, IWF, CSCO, VEA, A, NVDY, ORCL, HCA, VCIT, TSMY.
- Reduced shares in these 10 stocks: JBBB, PM, , LMT, OKE, VRP, Honeywell International, ING, DLTR, NEM.
- Sold out of its positions in BABA, CL, DLTR, XOM, Honeywell International, HUM, ING, VRP, IVW, DGRO. JBBB, LMT, NEM, NVO, OKE, BITO, SCHB, GDXY, USFR.
- LFG Wealth Partners was a net buyer of stock by $26M.
- LFG Wealth Partners has $213M in assets under management (AUM), dropping by 28.63%.
- Central Index Key (CIK): 0002044171
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Portfolio Holdings for LFG Wealth Partners
LFG Wealth Partners holds 98 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $13M | +28% | 36k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 5.5 | $12M | -5% | 58k | 200.09 |
|
| Amazon (AMZN) | 5.4 | $12M | +47% | 48k | 238.34 |
|
| Apple (AAPL) | 5.3 | $11M | +5% | 39k | 289.36 |
|
| Microsoft Corporation (MSFT) | 4.9 | $10M | +9% | 28k | 373.02 |
|
| Micron Technology (MU) | 4.3 | $9.2M | -10% | 8.0k | 1154.27 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.7 | $5.8M | +14% | 12k | 477.57 |
|
| Tesla Motors (TSLA) | 2.2 | $4.7M | +16% | 11k | 420.60 |
|
| Advanced Micro Devices (AMD) | 2.2 | $4.6M | NEW | 8.0k | 580.93 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $4.1M | +12% | 13k | 327.34 |
|
| Broadcom (AVGO) | 1.9 | $4.1M | +14% | 11k | 377.75 |
|
| British Amern Tob Sponsored Adr (BTI) | 1.8 | $3.9M | +17% | 63k | 61.76 |
|
| Agnc Invt Corp Com reit (AGNC) | 1.8 | $3.9M | +18% | 354k | 10.90 |
|
| Ares Capital Corporation (ARCC) | 1.7 | $3.6M | +18% | 195k | 18.53 |
|
| Tidal Trust Ii Yieldmax Nvda (NVDY) | 1.7 | $3.5M | NEW | 284k | 12.44 |
|
| Hewlett Packard Enterprise (HPE) | 1.6 | $3.4M | NEW | 75k | 45.11 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $3.2M | +16% | 2.6k | 1199.53 |
|
| Eni Spa Sponsored Adr (E) | 1.5 | $3.1M | -4% | 67k | 46.86 |
|
| Nucor Corporation (NUE) | 1.5 | $3.1M | +25% | 14k | 222.74 |
|
| Meta Platforms Cl A (META) | 1.4 | $3.0M | +7% | 5.4k | 563.29 |
|
| Ishares Msci Sth Kor Etf (EWY) | 1.4 | $3.0M | +8% | 15k | 201.89 |
|
| Caterpillar (CAT) | 1.3 | $2.8M | +8% | 2.7k | 1064.97 |
|
| Global X Fds Rate Preferred (PFFV) | 1.3 | $2.8M | +26% | 128k | 22.03 |
|
| Ge Vernova (GEV) | 1.3 | $2.8M | -14% | 2.4k | 1174.90 |
|
| Totalenergies Se Act (TTE) | 1.3 | $2.7M | -16% | 35k | 77.76 |
|
| Goldman Sachs (GS) | 1.2 | $2.7M | +39% | 2.6k | 1011.25 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.2 | $2.6M | +17% | 52k | 51.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.6M | +35% | 3.8k | 686.79 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 1.2 | $2.5M | 28k | 92.41 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $2.5M | +19% | 17k | 148.31 |
|
| Verizon Communications (VZ) | 1.1 | $2.4M | +14% | 56k | 42.34 |
|
| Rio Tinto Sponsored Adr (RIO) | 1.0 | $2.1M | +17% | 22k | 94.93 |
|
| Antero Midstream Corp antero midstream (AM) | 1.0 | $2.1M | +15% | 91k | 22.75 |
|
| Cisco Systems (CSCO) | 1.0 | $2.1M | NEW | 18k | 117.46 |
|
| Emerson Electric (EMR) | 0.9 | $2.0M | +24% | 14k | 143.15 |
|
| Abbvie (ABBV) | 0.9 | $2.0M | +13% | 7.9k | 251.63 |
|
| Cameco Corporation (CCJ) | 0.9 | $2.0M | NEW | 19k | 101.86 |
|
| Jackson Financial Com Cl A (JXN) | 0.9 | $1.9M | -12% | 19k | 102.39 |
|
| Hca Holdings (HCA) | 0.9 | $1.9M | NEW | 4.8k | 389.90 |
|
| Enbridge (ENB) | 0.9 | $1.9M | +9% | 34k | 54.21 |
|
| Rithm Capital Corp Com New (RITM) | 0.9 | $1.9M | +46% | 198k | 9.39 |
|
| General Motors Company (GM) | 0.9 | $1.9M | +21% | 24k | 77.08 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $1.8M | +16% | 12k | 154.29 |
|
| Agilent Technologies Inc C ommon (A) | 0.8 | $1.8M | NEW | 13k | 132.83 |
|
| Cigna Corp (CI) | 0.8 | $1.7M | NEW | 6.2k | 275.67 |
|
| salesforce (CRM) | 0.8 | $1.6M | NEW | 10k | 156.66 |
|
| Fifth Third Ban (FITB) | 0.8 | $1.6M | +12% | 29k | 56.37 |
|
| Merck & Co (MRK) | 0.8 | $1.6M | +21% | 13k | 128.50 |
|
| Pfizer (PFE) | 0.7 | $1.6M | +13% | 66k | 24.08 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.5M | NEW | 10k | 146.55 |
|
| Oge Energy Corp (OGE) | 0.7 | $1.4M | +17% | 29k | 48.66 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.7 | $1.4M | +16% | 27k | 53.08 |
|
| At&t (T) | 0.7 | $1.4M | +28% | 68k | 20.70 |
|
| United Parcel Svcs CL B (UPS) | 0.6 | $1.3M | 12k | 107.50 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $1.3M | +45% | 33k | 38.23 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 11k | 113.26 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $1.2M | NEW | 6.7k | 170.85 |
|
| American Electric Power Company (AEP) | 0.5 | $1.1M | -34% | 8.1k | 136.81 |
|
| Edison International (EIX) | 0.5 | $1.1M | +29% | 14k | 74.45 |
|
| Tidal Trust Ii Yiel Tsm Opt Etf (TSMY) | 0.5 | $1.0M | NEW | 57k | 17.98 |
|
| Exelon Corporation (EXC) | 0.5 | $1.0M | +23% | 22k | 46.62 |
|
| DTE Energy Company (DTE) | 0.5 | $979k | +17% | 6.4k | 152.38 |
|
| PPL Corporation (PPL) | 0.5 | $961k | +28% | 26k | 36.35 |
|
| FirstEnergy (FE) | 0.4 | $949k | +22% | 20k | 47.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $858k | +73% | 2.4k | 353.30 |
|
| Honeywell International (HON) | 0.4 | $761k | NEW | 3.4k | 223.89 |
|
| Honeywell Aerospace (HONA) | 0.4 | $751k | NEW | 3.4k | 221.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $516k | 689.00 | 748.58 |
|
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.2 | $512k | NEW | 9.9k | 51.91 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.2 | $428k | 12k | 36.53 |
|
|
| Visa Com Cl A (V) | 0.2 | $421k | +8% | 1.2k | 343.07 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $386k | +67% | 4.0k | 95.44 |
|
| Altria (MO) | 0.2 | $357k | 5.0k | 71.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $355k | 1.9k | 189.76 |
|
|
| UnitedHealth (UNH) | 0.2 | $355k | +3% | 853.00 | 415.76 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $330k | NEW | 4.3k | 77.11 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $315k | NEW | 2.5k | 124.18 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $305k | -15% | 11k | 27.70 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $303k | NEW | 406.00 | 746.77 |
|
| Amgen (AMGN) | 0.1 | $296k | 816.00 | 362.13 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $290k | NEW | 3.2k | 89.84 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $290k | NEW | 3.4k | 86.41 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $283k | +7% | 302.00 | 935.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $280k | NEW | 3.9k | 71.24 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $272k | -35% | 8.0k | 33.84 |
|
| Philip Morris International (PM) | 0.1 | $270k | -90% | 1.5k | 180.88 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.1 | $268k | 6.7k | 40.01 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $265k | +400% | 3.0k | 87.91 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.1 | $262k | NEW | 11k | 25.07 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $247k | NEW | 1.2k | 206.19 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBIB) | 0.1 | $241k | NEW | 2.5k | 97.78 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $230k | NEW | 2.8k | 82.66 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $222k | 2.8k | 79.42 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $219k | NEW | 2.6k | 82.84 |
|
| Ge Aerospace Com New (GE) | 0.1 | $219k | -79% | 585.00 | 373.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $218k | +4% | 593.00 | 368.38 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $213k | NEW | 9.4k | 22.78 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $208k | NEW | 2.3k | 91.64 |
|
Past Filings by LFG Wealth Partners
SEC 13F filings are viewable for LFG Wealth Partners going back to 2026
- LFG Wealth Partners 2026 Q2 filed Aug. 5, 2026
- LFG Wealth Partners 2026 Q1 filed June 11, 2026