LFG Wealth Partners, LLC
13F Reported Value
ⓘ$213.3M
Holdings
98
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LFG Wealth Partners, LLC disclosed 98 positions worth $213.3M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 6.0% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 26 new positions and exited 17 — including a new stake in $AMD. The portfolio is most concentrated in Technology (40.8% of disclosed assets). All figures are sourced directly from LFG Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2044171.
AI Fund Analysis
ConcentratingSector Allocation
13fpro.ai/research/fund/lfg-wealth-partners-llc-2044171
AUM History
13fpro.ai/research/fund/lfg-wealth-partners-llc-2044171
Top Equity Holdings by Value
13fpro.ai/research/fund/lfg-wealth-partners-llc-2044171
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.1#58
Quality
$12.7M35,554 sh - 85.9#5
Quality
$11.7M58,364 sh - 68.4#301
Quality
$11.5M48,330 sh - 76.3
Quality
$11.4M39,303 sh - 79.7
Quality
$10.4M27,977 sh - 86.1
Quality
$9.2M7,960 sh - $5.8M12,066 sh
- 53.6
Quality
$4.7M11,230 sh - 79.7
Quality
$4.6M7,958 sh - 70.3
Quality
$4.1M12,635 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 78.1#58 | $12.7M | 35,554 | |
| 85.9#5 | $11.7M | 58,364 | |
| 68.4#301 | $11.5M | 48,330 | |
| 76.3 | $11.4M | 39,303 | |
| 79.7 | $10.4M | 27,977 | |
| 86.1 | $9.2M | 7,960 | |
| — | $5.8M | 12,066 | |
| 53.6 | $4.7M | 11,230 | |
| 79.7 | $4.6M | 7,958 | |
| 70.3 | $4.1M | 12,635 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LFG Wealth Partners, LLC's 98 positions.
Showing top 10 of 98 holdings.
Sector Allocation
Technology
$86.9M
Other
$30.8M
Industrials
$16.0M
Financials
$15.7M
Consumer Discretionary
$13.0M
Healthcare
$12.6M
Energy
$9.8M
Utilities
$7.5M
Full Holdings — LFG Wealth Partners, LLC (Q2 2026)
All 98 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. | $12.7M | 6.0% | +28% | 78.1 | |
| 2 | NVIDIA CORP | $11.7M | 5.5% | -6% | 85.9 | |
| 3 | AMAZON COM INC | $11.5M | 5.4% | +47% | 68.4 | |
| 4 | Apple Inc. | $11.4M | 5.3% | +6% | 76.3 | |
| 5 | MICROSOFT CORP | $10.4M | 4.9% | +9% | 79.7 | |
| 6 | MICRON TECHNOLOGY INC | $9.2M | 4.3% | -11% | 86.1 | |
| 7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.8M | 2.7% | +15% | — | |
| 8 | Tesla, Inc. | $4.7M | 2.2% | +17% | 53.6 | |
| 9 | ADVANCED MICRO DEVICES INC | $4.6M | 2.2% | NEW | 79.7 | |
| 10 | JPMORGAN CHASE & CO | $4.1M | 1.9% | +12% | 70.3 | |
| 11 | Broadcom Inc. | $4.1M | 1.9% | +15% | 84.4 | |
| 12 | British American Tobacco p.l.c. | $3.9M | 1.8% | +18% | — | |
| 13 | AGNC Investment Corp. | $3.9M | 1.8% | +18% | — | |
| 14 | ARES CAPITAL CORP | $3.6M | 1.7% | +19% | — | |
| 15 | — | TIDAL TRUST II - YIELDMAX NVDA | $3.5M | 1.7% | NEW | — |
| 16 | Hewlett Packard Enterprise Co | $3.4M | 1.6% | NEW | 70.3 | |
| 17 | ELI LILLY & Co | $3.2M | 1.5% | +17% | 87.5 | |
| 18 | ENI SPA | $3.1M | 1.5% | -4% | — | |
| 19 | NUCOR CORP | $3.1M | 1.5% | +26% | 61.5 | |
| 20 | Meta Platforms, Inc. | $3.0M | 1.4% | +7% | 79.6 | |
| 21 | — | ISHARES INC - MSCI STH KOR ETF | $3.0M | 1.4% | +8% | — |
| 22 | CATERPILLAR INC | $2.8M | 1.3% | +9% | 66.3 | |
| 23 | — | GLOBAL X FDS - RATE PREFERRED | $2.8M | 1.3% | +26% | — |
| 24 | GE Vernova Inc. | $2.8M | 1.3% | -14% | 81.1 | |
| 25 | TotalEnergies SE | $2.7M | 1.3% | -17% | 50.6 | |
| 26 | GOLDMAN SACHS GROUP INC | $2.7M | 1.3% | +40% | 73.3 | |
| 27 | Fidelity Wise Origin Bitcoin Fund | $2.6M | 1.2% | +18% | — | |
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.6M | 1.2% | +36% | — |
| 29 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $2.5M | 1.2% | -2% | — |
| 30 | — | ISHARES TR - CORE S&P SCP ETF | $2.5M | 1.2% | +20% | — |
| 31 | VERIZON COMMUNICATIONS INC | $2.4M | 1.1% | +14% | 65.5 | |
| 32 | RIO TINTO PLC | $2.1M | 1.0% | +18% | — | |
| 33 | Antero Midstream Corp | $2.1M | 1.0% | +15% | 64.9 | |
| 34 | CISCO SYSTEMS, INC. | $2.1M | 1.0% | NEW | 70.1 | |
| 35 | EMERSON ELECTRIC CO | $2.0M | 0.9% | +25% | 65.1 | |
| 36 | AbbVie Inc. | $2.0M | 0.9% | +14% | 72.5 | |
| 37 | CAMECO CORP | $2.0M | 0.9% | NEW | — | |
| 38 | Jackson Financial Inc. | $1.9M | 0.9% | -12% | 60.1 | |
| 39 | HCA Healthcare, Inc. | $1.9M | 0.9% | NEW | 68.6 | |
| 40 | ENBRIDGE INC | $1.9M | 0.9% | +10% | 66.7 | |
| 41 | Rithm Capital Corp. | $1.9M | 0.9% | +47% | 47.1 | |
| 42 | General Motors Co | $1.9M | 0.9% | +21% | 54.1 | |
| 43 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $1.8M | 0.8% | +17% | — |
| 44 | AGILENT TECHNOLOGIES, INC. | $1.8M | 0.8% | NEW | 66.8 | |
| 45 | Cigna Group | $1.7M | 0.8% | NEW | 66 | |
| 46 | Salesforce, Inc. | $1.6M | 0.8% | NEW | 76.9 | |
| 47 | FIFTH THIRD BANCORP | $1.6M | 0.8% | +12% | 63 | |
| 48 | Merck & Co., Inc. | $1.6M | 0.8% | +21% | 59.7 | |
| 49 | PFIZER INC | $1.6M | 0.7% | +14% | 61.8 | |
| 50 | ORACLE CORP | $1.5M | 0.7% | NEW | 68.2 | |
| 51 | OGE ENERGY CORP. | $1.4M | 0.7% | +17% | 63.9 | |
| 52 | — | GLOBAL X FDS - GLBL X MLP ETF | $1.4M | 0.7% | +17% | — |
| 53 | AT&T INC. | $1.4M | 0.7% | +28% | 65.5 | |
| 54 | UNITED PARCEL SERVICE INC | $1.3M | 0.6% | -0% | 58.5 | |
| 55 | abrdn Gold ETF Trust | $1.3M | 0.6% | +46% | — | |
| 56 | Walmart Inc. | $1.2M | 0.6% | +1% | 59.9 | |
| 57 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1.2M | 0.5% | NEW | — |
| 58 | AMERICAN ELECTRIC POWER CO INC | $1.1M | 0.5% | -35% | 66.5 | |
| 59 | EDISON INTERNATIONAL | $1.1M | 0.5% | +30% | 60.9 | |
| 60 | — | TIDAL TRUST II - YIEL TSM OPT ETF | $1.0M | 0.5% | NEW | — |
| 61 | EXELON CORP | $1.0M | 0.5% | +24% | 59.3 | |
| 62 | DTE ENERGY CO | $978,557 | 0.5% | +17% | 68.6 | |
| 63 | PPL Corp | $960,580 | 0.5% | +28% | 55.3 | |
| 64 | FIRSTENERGY CORP | $949,283 | 0.5% | +22% | 61.1 | |
| 65 | Alphabet Inc. | $857,817 | 0.4% | +74% | 78.1 | |
| 66 | HONEYWELL INTERNATIONAL INC | $760,765 | 0.4% | -48% | 66.5 | |
| 67 | Honeywell Aerospace Inc. | $751,184 | 0.3% | NEW | — | |
| 68 | — | ISHARES TR - CORE S&P500 ETF | $515,773 | 0.2% | -1% | — |
| 69 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $512,259 | 0.2% | NEW | — |
| 70 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $428,278 | 0.2% | +0% | — |
| 71 | VISA INC. | $420,943 | 0.2% | +8% | 82.7 | |
| 72 | — | ISHARES TR - CORE MSCI TOTAL | $386,039 | 0.2% | +68% | — |
| 73 | ALTRIA GROUP, INC. | $357,331 | 0.2% | +1% | 67.2 | |
| 74 | RTX Corp | $355,042 | 0.2% | +1% | 73.1 | |
| 75 | UNITEDHEALTH GROUP INC | $354,643 | 0.2% | +3% | 62.5 | |
| 76 | — | ISHARES TR - CORE S&P MCP ETF | $329,796 | 0.1% | NEW | — |
| 77 | — | ISHARES TR - RUS 1000 GRW ETF | $314,924 | 0.1% | NEW | — |
| 78 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $305,393 | 0.1% | -15% | — |
| 79 | SPDR S&P 500 ETF TRUST | $303,189 | 0.1% | NEW | — | |
| 80 | AMGEN INC | $295,498 | 0.1% | +0% | 79 | |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $290,003 | 0.1% | NEW | — |
| 82 | — | ISHARES TR - 20 YR TR BD ETF | $290,003 | 0.1% | NEW | — |
| 83 | COSTCO WHOLESALE CORP /NEW | $282,524 | 0.1% | +7% | 65.9 | |
| 84 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $279,697 | 0.1% | NEW | — |
| 85 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $272,130 | 0.1% | -36% | — |
| 86 | Philip Morris International Inc. | $270,061 | 0.1% | -91% | 75.7 | |
| 87 | iShares Gold Trust Micro | $267,467 | 0.1% | +0% | — | |
| 88 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $264,972 | 0.1% | +401% | — |
| 89 | Invesco Ltd. | $262,269 | 0.1% | -83% | — | |
| 90 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $247,423 | 0.1% | NEW | — |
| 91 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $241,323 | 0.1% | NEW | — |
| 92 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $229,455 | 0.1% | NEW | — |
| 93 | World Gold Trust | $221,582 | 0.1% | +0% | — | |
| 94 | — | ISHARES INC - CORE MSCI EMKT | $218,532 | 0.1% | NEW | — |
| 95 | GENERAL ELECTRIC CO | $218,472 | 0.1% | -79% | 73.6 | |
| 96 | SPDR GOLD TRUST | $218,449 | 0.1% | +5% | — | |
| 97 | — | ISHARES TR - US TREAS BD ETF | $213,301 | 0.1% | NEW | — |
| 98 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $208,018 | 0.1% | NEW | — |
New Positions (26)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.2MExited Positions (17)
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