LFG Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2044171
Institutional-grade research for retail investors

13F Reported Value

$165.8M

Holdings

89

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

LFG Wealth Partners, LLC disclosed 89 positions worth $165.8M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 6.5% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 15 new positions and exited 7 — including a new stake in $FBTC and a full exit from $IBIT. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from LFG Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2044171.

Sector Allocation

TechnologyOtherFinancialsEnergyIndustrialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of LFG Wealth Partners, LLC's 89 positions.

Showing top 10 of 89 holdings.

Sector Allocation

Technology

$55.1M

Other

$22.3M

Financials

$16.3M

Energy

$14.9M

Industrials

$12.5M

Consumer Discretionary

$9.8M

Healthcare

$8.3M

Utilities

$6.9M

Full Holdings — LFG Wealth Partners, LLC (Q1 2026)

All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1NVDA$NVDANVIDIA CORP$10.8M6.5%+8%90.2
2MSFT$MSFTMICROSOFT CORP$9.5M5.7%+30%83.7
3AAPL$AAPLApple Inc.$9.4M5.7%+21%76.1
4GOOG$GOOGAlphabet Inc.$8.0M4.8%+3%80.2
5AMZN$AMZNAMAZON COM INC$6.8M4.1%+16%74.6
6E$EENI SPA$4.0M2.4%-11%
7TTE$TTETotalEnergies SE$3.8M2.3%-6%
8TSLA$TSLATesla, Inc.$3.6M2.2%+20%50.1
9TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$3.6M2.1%+1%
10JPM$JPMJPMORGAN CHASE & CO$3.3M2.0%+14%35.6
11BTI$BTIBritish American Tobacco p.l.c.$3.1M1.9%+4%
12JANUS DETROIT STR TR - B-BBB CLO ETF$3.0M1.8%+11%
13MU$MUMICRON TECHNOLOGY INC$3.0M1.8%-15%88.4
14AGNC$AGNCAGNC Investment Corp.$3.0M1.8%+9%
15ARCC$ARCCARES CAPITAL CORP$3.0M1.8%+35%
16AVGO$AVGOBroadcom Inc.$2.9M1.8%-22%86.4
17META$METAMeta Platforms, Inc.$2.9M1.7%-11%80.9
18PM$PMPhilip Morris International Inc.$2.7M1.6%-11%80.5
19FBTC$FBTCFidelity Wise Origin Bitcoin Fund$2.6M1.6%NEW
20VZ$VZVERIZON COMMUNICATIONS INC$2.4M1.5%-8%71.6
21GEV$GEVGE Vernova Inc.$2.4M1.5%-9%70.1
22JXN$JXNJackson Financial Inc.$2.3M1.4%+2%67.5
23GLOBAL X FDS - RATE PREFERRED$2.2M1.3%+9%
24LLY$LLYELI LILLY & Co$2.1M1.3%+2%89.3
25XOM$XOMEXXON MOBIL CORP$1.9M1.2%+55%61.8
26NUE$NUENUCOR CORP$1.9M1.1%+11%58.9
27LMT$LMTLOCKHEED MARTIN CORP$1.8M1.1%-3%65
28AM$AMAntero Midstream Corp$1.8M1.1%-4%71.6
29ISHARES TR - CORE S&P SCP ETF$1.8M1.1%+11%
30RIO$RIORIO TINTO PLC$1.8M1.1%-39%
31CAT$CATCATERPILLAR INC$1.7M1.1%+7%67.8
32ISHARES INC - MSCI STH KOR ETF$1.7M1.0%-42%
33VANGUARD INDEX FDS - S&P 500 ETF SHS$1.7M1.0%+14%
34ENB$ENBENBRIDGE INC$1.7M1.0%+2%
35OKE$OKEONEOK INC /NEW/$1.7M1.0%-11%72
36INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO$1.7M1.0%+2%
37AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.6M1.0%+9%75.4
38PFE$PFEPFIZER INC$1.6M1.0%+0%69
39GS$GSGOLDMAN SACHS GROUP INC$1.6M1.0%+3%
40T$TAT&T INC.$1.5M0.9%-7%71.9
41IVZ$IVZInvesco Ltd.$1.5M0.9%+15%
42ABBV$ABBVAbbVie Inc.$1.5M0.9%+11%59.3
43HON$HONHONEYWELL INTERNATIONAL INC$1.5M0.9%+8%65.7
44GM$GMGeneral Motors Co$1.5M0.9%NEW58.7
45EMR$EMREMERSON ELECTRIC CO$1.5M0.9%+2%65.9
46ING$INGING GROEP NV$1.5M0.9%+2%
47VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$1.5M0.9%NEW
48DLTR$DLTRDOLLAR TREE, INC.$1.4M0.8%NEW53.2
49NEM$NEMNEWMONT Corp /DE/$1.4M0.8%-6%88.3
50TIDAL TRUST II - YIELDMAX GOLD MI$1.3M0.8%+15%
51WMT$WMTWalmart Inc.$1.3M0.8%+0%63.2
52RITM$RITMRithm Capital Corp.$1.3M0.8%+11%52
53MRK$MRKMerck & Co., Inc.$1.2M0.8%+5%70.9
54GLOBAL X FDS - GLBL X MLP ETF$1.2M0.7%+3%
55UPS$UPSUNITED PARCEL SERVICE INC$1.2M0.7%+0%58.2
56FITB$FITBFIFTH THIRD BANCORP$1.2M0.7%+4%
57OGE$OGEOGE ENERGY CORP.$1.2M0.7%+6%57.8
58NVO$NVONOVO NORDISK A S$1.1M0.7%NEW
59SGOL$SGOLabrdn Gold ETF Trust$1.0M0.6%+6%
60EXC$EXCEXELON CORP$850,5720.5%+1%63.9
61FE$FEFIRSTENERGY CORP$827,1330.5%+3%61.6
62BABA$BABAAlibaba Group Holding Ltd$826,3340.5%-30%
63EIX$EIXEDISON INTERNATIONAL$813,0120.5%NEW70.7
64DTB$DTBDTE ENERGY CO$800,4700.5%+3%
65GE$GEGENERAL ELECTRIC CO$792,7440.5%+5%74.8
66PPL$PPLPPL Corp$786,0520.5%+4%70.3
67PROSHARES TR - BITCOIN ETF$667,4580.4%NEW
68ISHARES TR - CORE S&P500 ETF$452,6340.3%+62%
69GOOGL$GOOGLAlphabet Inc.$400,8290.2%-2%80.2
70FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED$395,9190.2%NEW
71SCHWAB STRATEGIC TR - US LCAP GR ETF$363,8170.2%+56%
72RTX$RTXRTX Corp$357,7910.2%+0%70
73V$VVISA INC.$343,3250.2%-13%83.5
74MO$MOALTRIA GROUP, INC.$324,0670.2%-10%72.1
75SCHWAB STRATEGIC TR - INTL EQTY ETF$322,3940.2%NEW
76IAUM$IAUMiShares Gold Trust Micro$312,1900.2%+0%
77AMGN$AMGNAMGEN INC$286,0540.2%+0%79.5
78COST$COSTCOSTCO WHOLESALE CORP /NEW$280,0030.2%+0%67
79GLDM$GLDMWorld Gold Trust$258,6050.2%-4%
80GLD$GLDSPDR GOLD TRUST$243,1140.1%NEW
81HUM$HUMHUMANA INC$229,9150.1%+0%82
82SCHWAB STRATEGIC TR - US BRD MKT ETF$228,0840.1%NEW
83UNH$UNHUNITEDHEALTH GROUP INC$223,4760.1%-1%66.8
84VANGUARD WORLD FD - MEGA GRWTH IND$221,2890.1%+0%
85ISHARES TR - CORE MSCI TOTAL$209,0160.1%NEW
86ISHARES TR - S&P 500 GRWT ETF$204,2780.1%NEW
87CL$CLCOLGATE PALMOLIVE CO$202,9170.1%-25%72.4
88ISHARES TR - CORE DIV GRWTH$201,5570.1%NEW
89WT$WTWisdomTree, Inc.$200,5450.1%NEW62.9

New Positions (15)

FBTC$FBTC Fidelity Wise Origin Bitcoin Fund$2.6M
GM$GM General Motors Co$1.5M
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$1.5M
DLTR$DLTR DOLLAR TREE, INC.$1.4M
NVO$NVO NOVO NORDISK A S$1.1M
EIX$EIX EDISON INTERNATIONAL$813,012
PROSHARES TR - BITCOIN ETF$667,458
FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED$395,919
SCHWAB STRATEGIC TR - INTL EQTY ETF$322,394
GLD$GLD SPDR GOLD TRUST$243,114
SCHWAB STRATEGIC TR - US BRD MKT ETF$228,084
ISHARES TR - CORE MSCI TOTAL$209,016
ISHARES TR - S&P 500 GRWT ETF$204,278
ISHARES TR - CORE DIV GRWTH$201,557
WT$WT WisdomTree, Inc.$200,545

Exited Positions (7)

IBIT$IBIT iShares Bitcoin Trust ETF
QCOM$QCOM QUALCOMM INC/DE
HMC$HMC HONDA MOTOR CO LTD
DB$DB DEUTSCHE BANK AKTIENGESELLSCHAFT
COIN$COIN Coinbase Global, Inc.
PLTR$PLTR Palantir Technologies Inc.
PROSHARES TR

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