LFG Wealth Partners
Latest statistics and disclosures from LFG Wealth Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002044171
Tip: Access up to 7 years of quarterly data
Positions held by LFG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for LFG Wealth Partners
LFG Wealth Partners holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $11M | 62k | 174.40 |
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| Microsoft Corporation (MSFT) | 5.7 | $9.5M | 26k | 370.17 |
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| Apple (AAPL) | 5.7 | $9.4M | 37k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $8.0M | 28k | 287.56 |
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| Amazon (AMZN) | 4.1 | $6.8M | 33k | 208.27 |
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| Eni Spa Sponsored Adr (E) | 2.4 | $4.0M | 70k | 56.61 |
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| Totalenergies Se Act (TTE) | 2.3 | $3.8M | 42k | 90.98 |
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| Tesla Motors (TSLA) | 2.2 | $3.6M | 9.6k | 371.75 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $3.6M | 11k | 337.95 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $3.3M | 11k | 294.16 |
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| British Amern Tob Sponsored Adr (BTI) | 1.9 | $3.1M | 53k | 58.47 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.8 | $3.0M | 65k | 46.61 |
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| Micron Technology (MU) | 1.8 | $3.0M | 8.9k | 337.83 |
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| Agnc Invt Corp Com reit (AGNC) | 1.8 | $3.0M | 299k | 10.03 |
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| Ares Capital Corporation (ARCC) | 1.8 | $3.0M | 164k | 18.02 |
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| Broadcom (AVGO) | 1.8 | $2.9M | 9.5k | 309.51 |
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| Meta Platforms Cl A (META) | 1.7 | $2.9M | 5.0k | 572.11 |
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| Philip Morris International (PM) | 1.6 | $2.7M | 16k | 165.34 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.6 | $2.6M | 44k | 59.03 |
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| Verizon Communications (VZ) | 1.5 | $2.4M | 49k | 50.20 |
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| Ge Vernova (GEV) | 1.5 | $2.4M | 2.8k | 872.88 |
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| Jackson Financial Com Cl A (JXN) | 1.4 | $2.3M | 22k | 105.72 |
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| Global X Fds Rate Preferred (PFFV) | 1.3 | $2.2M | 102k | 21.83 |
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| Eli Lilly & Co. (LLY) | 1.3 | $2.1M | 2.3k | 919.61 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | 12k | 169.66 |
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| Nucor Corporation (NUE) | 1.1 | $1.9M | 11k | 169.10 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $1.8M | 3.0k | 604.30 |
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| Antero Midstream Corp antero midstream (AM) | 1.1 | $1.8M | 79k | 22.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $1.8M | 14k | 124.31 |
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| Rio Tinto Sponsored Adr (RIO) | 1.1 | $1.8M | 19k | 93.29 |
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| Caterpillar (CAT) | 1.0 | $1.7M | 2.5k | 708.34 |
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| Ishares Msci Sth Kor Etf (EWY) | 1.0 | $1.7M | 14k | 123.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.7M | 2.8k | 597.62 |
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| Enbridge (ENB) | 1.0 | $1.7M | 31k | 54.14 |
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| Oneok (OKE) | 1.0 | $1.7M | 19k | 90.39 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 1.0 | $1.7M | 28k | 60.07 |
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| American Electric Power Company (AEP) | 1.0 | $1.6M | 13k | 131.08 |
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| Pfizer (PFE) | 1.0 | $1.6M | 58k | 28.08 |
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| Goldman Sachs (GS) | 1.0 | $1.6M | 1.9k | 845.80 |
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| At&t (T) | 0.9 | $1.5M | 53k | 28.99 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.9 | $1.5M | 63k | 23.98 |
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| Abbvie (ABBV) | 0.9 | $1.5M | 6.9k | 217.49 |
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| Honeywell International (HON) | 0.9 | $1.5M | 6.6k | 226.04 |
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| General Motors Company (GM) | 0.9 | $1.5M | 20k | 74.50 |
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| Emerson Electric (EMR) | 0.9 | $1.5M | 11k | 131.02 |
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| Ing Groep Sponsored Adr (ING) | 0.9 | $1.5M | 56k | 26.05 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.9 | $1.5M | 10k | 145.79 |
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| Dollar Tree (DLTR) | 0.9 | $1.4M | 13k | 109.51 |
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| Newmont Mining Corporation (NEM) | 0.9 | $1.4M | 13k | 108.25 |
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| Tidal Trust Ii Yieldmax Gold Mi (GDXY) | 0.8 | $1.3M | 94k | 13.98 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.3M | 10k | 124.28 |
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| Rithm Capital Corp Com New (RITM) | 0.8 | $1.3M | 135k | 9.48 |
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| Merck & Co (MRK) | 0.7 | $1.2M | 10k | 120.29 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.7 | $1.2M | 23k | 53.87 |
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| United Parcel Svcs CL B (UPS) | 0.7 | $1.2M | 12k | 98.38 |
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| Fifth Third Ban (FITB) | 0.7 | $1.2M | 26k | 46.46 |
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| Oge Energy Corp (OGE) | 0.7 | $1.2M | 25k | 47.96 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.1M | 29k | 36.75 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $1.0M | 23k | 44.62 |
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| Exelon Corporation (EXC) | 0.5 | $851k | 17k | 49.02 |
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| FirstEnergy (FE) | 0.5 | $827k | 16k | 50.66 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $826k | 6.6k | 125.47 |
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| Edison International (EIX) | 0.5 | $813k | 11k | 73.18 |
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| DTE Energy Company (DTE) | 0.5 | $801k | 5.5k | 146.23 |
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| Ge Aerospace Com New (GE) | 0.5 | $793k | 2.8k | 283.73 |
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| PPL Corporation (PPL) | 0.5 | $786k | 21k | 38.20 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.4 | $668k | 72k | 9.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $453k | 693.00 | 653.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $401k | 1.4k | 286.92 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.2 | $396k | 12k | 33.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $364k | 13k | 29.13 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $358k | 1.9k | 192.88 |
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| Visa Com Cl A (V) | 0.2 | $343k | 1.1k | 302.22 |
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| Altria (MO) | 0.2 | $324k | 4.9k | 65.99 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $322k | 13k | 24.75 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.2 | $312k | 6.7k | 46.70 |
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| Amgen (AMGN) | 0.2 | $286k | 813.00 | 351.85 |
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| Costco Wholesale Corporation (COST) | 0.2 | $280k | 281.00 | 996.45 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $259k | 2.8k | 92.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $243k | 565.00 | 430.29 |
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| Humana (HUM) | 0.1 | $230k | 1.3k | 173.39 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $228k | 9.1k | 25.10 |
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| UnitedHealth (UNH) | 0.1 | $224k | 826.00 | 270.55 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $221k | 602.00 | 367.59 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $209k | 2.4k | 86.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $204k | 1.8k | 113.11 |
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| Colgate-Palmolive Company (CL) | 0.1 | $203k | 2.4k | 85.22 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $202k | 2.9k | 70.18 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $201k | 4.0k | 50.34 |
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Past Filings by LFG Wealth Partners
SEC 13F filings are viewable for LFG Wealth Partners going back to 2026
- LFG Wealth Partners 2026 Q1 filed June 11, 2026