LFG Wealth Partners, LLC
CIK 2044171 · View on SEC EDGAR ↗
- Portfolio value
- $213.3M
- Positions
- 98
- As of
- June 30, 2026
#6,258 of 9,443 by 13F value · top 66.3%
Portfolio value QoQ: +28.6% 13F does not disclose cash
- Top 10 holdings weight
- 40.39%
- Top 25 holdings weight
- 63.38%
- Positions above 1%
- 31
- Effective number of positions
- 40.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 15.05% Est. buys $54,796,508 · sells $28,525,521
- New positions
- 28
- Increased
- 53
- Decreased
- 14
- Closed
- 19
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
29.9%
Communication Services
7.8%
Healthcare
6.7%
Retail
6.1%
Energy
5.5%
Financial Services
4.0%
Industrials
3.9%
Utilities
3.5%
Consumer Discretionary
3.1%
Financials
2.7%
Real Estate
2.7%
Materials
2.5%
Consumer Staples
2.1%
Telecommunication
1.8%
Communications
1.0%
Logistics & Transportation
0.6%
Other/Unmapped
16.3%
Full portfolio 98 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $12,706,048 | 5.96% | 35,554 | $4,734,470 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $11,678,094 | 5.48% | 58,364 | $888,778 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,519,086 | 5.40% | 48,330 | $4,687,206 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $11,372,808 | 5.33% | 39,303 | $1,955,577 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $10,436,009 | 4.89% | 27,977 | $944,767 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $9,187,981 | 4.31% | 7,960 | $6,172,467 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5,762,371 | 2.70% | 12,066 | $2,207,515 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4,723,378 | 2.21% | 11,230 | $1,141,976 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4,623,016 | 2.17% | 7,958 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4,135,966 | 1.94% | 12,635 | $817,548 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $4,120,516 | 1.93% | 10,908 | $1,176,755 | Up ×1 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $3,874,088 | 1.82% | 62,728 | $759,483 | Up ×2 | ||
| AGNC AGNC Investment Corp. - Common Stock | $3,860,888 | 1.81% | 354,210 | $859,490 | Up ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $3,613,413 | 1.69% | 195,003 | $657,465 | Up ×2 | ||
| NVDY | $3,530,382 | 1.66% | 283,793 | Up ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $3,362,177 | 1.58% | 74,533 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $3,175,156 | 1.49% | 2,647 | $1,088,551 | Up ×2 | ||
| E ENI S.p.A. Common Stock | $3,141,517 | 1.47% | 67,040 | $-823,828 | Down ×2 | ||
| NUE Nucor Corporation Common Stock | $3,138,252 | 1.47% | 14,089 | $1,241,100 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,040,616 | 1.43% | 5,398 | $162,343 | Up ×1 | ||
| EWY | $3,016,305 | 1.41% | 14,940 | $1,318,321 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2,842,401 | 1.33% | 2,669 | $1,105,541 | Up ×2 | ||
| PFFV | $2,823,624 | 1.32% | 128,172 | $608,906 | Up ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2,798,608 | 1.31% | 2,382 | $376,379 | Down ×2 | ||
| TTE TotalEnergies SE Ordinary Shares | $2,690,464 | 1.26% | 34,600 | $-1,100,145 | Down ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2,656,542 | 1.25% | 2,627 | $1,063,906 | Up ×2 | ||
| FBTC | $2,647,907 | 1.24% | 51,869 | $44,625 | Up ×1 | ||
| VOO | $2,643,449 | 1.24% | 3,849 | $950,396 | Up ×2 | ||
| PSCT Invesco S&P SmallCap Information Technology ETF | $2,543,811 | 1.19% | 27,527 | $858,168 | Down ×1 | ||
| IJR | $2,536,770 | 1.19% | 17,105 | $757,991 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $2,351,145 | 1.10% | 55,530 | $-93,734 | Up ×1 | ||
| RIO Rio Tinto Plc Common Stock | $2,103,001 | 0.99% | 22,153 | $345,668 | Up ×1 | ||
| AM Antero Midstream Corporation Common Stock | $2,066,556 | 0.97% | 90,838 | $265,650 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,062,333 | 0.97% | 17,558 | Up ×1 | |||
| EMR Emerson Electric Company Common Stock | $1,996,688 | 0.94% | 13,948 | $530,720 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1,978,805 | 0.93% | 7,864 | $477,474 | Up ×2 | ||
| CCJ Cameco Corporation Common Stock | $1,952,750 | 0.92% | 19,171 | Up ×1 | |||
| JXN Jackson Financial Inc. Class A Common Stock | $1,929,118 | 0.90% | 18,841 | $-346,737 | Down ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $1,878,525 | 0.88% | 4,818 | Up ×1 | |||
| ENB Enbridge Inc Common Stock | $1,859,949 | 0.87% | 34,310 | $167,123 | Up ×2 | ||
| RITM Rithm Capital Corp. Common Stock | $1,855,229 | 0.87% | 197,575 | $576,812 | Up ×2 | ||
| GM General Motors Company Common Stock | $1,853,885 | 0.87% | 24,051 | $374,074 | Up ×1 | ||
| VSS | $1,793,137 | 0.84% | 11,622 | $340,657 | Up ×1 | ||
| A Agilent Technologies, Inc. Common Stock | $1,750,127 | 0.82% | 13,176 | Up ×1 | |||
| CI The Cigna Group Common Stock | $1,695,340 | 0.79% | 6,150 | Up ×1 | |||
| CRM Salesforce, Inc. Common Stock | $1,628,840 | 0.76% | 10,397 | Up ×1 | |||
| FITB Fifth Third Bancorp - Common Stock | $1,622,636 | 0.76% | 28,785 | $431,922 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,602,544 | 0.75% | 12,471 | $365,719 | Up ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1,583,547 | 0.74% | 65,762 | $-39,366 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,522,692 | 0.71% | 10,390 | Up ×1 | |||
| OGE OGE Energy Corp Common Stock | $1,416,078 | 0.66% | 29,101 | $227,287 | Up ×2 | ||
| MLPA | $1,405,419 | 0.66% | 26,477 | $184,034 | Up ×2 | ||
| T AT&T Inc. | $1,403,594 | 0.66% | 67,806 | $-131,681 | Up ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,304,111 | 0.61% | 12,131 | $105,787 | Down ×1 | ||
| SGOL | $1,278,705 | 0.60% | 33,448 | $254,781 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $1,189,322 | 0.56% | 10,501 | $-100,622 | Up ×2 | ||
| Unknown issuer (CUSIP: 84615Q103) | $1,151,188 | 0.54% | 6,738 | Up ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1,109,134 | 0.52% | 8,107 | $-523,256 | Down ×1 | ||
| EIX Edison International Common Stock | $1,073,834 | 0.50% | 14,424 | $260,822 | Up ×1 | ||
| TSMY | $1,021,504 | 0.48% | 56,813 | Up ×1 | |||
| EXC Exelon Corporation - Common Stock | $1,001,202 | 0.47% | 21,476 | $150,630 | Up ×2 | ||
| DTE DTE Energy Company Common Stock | $978,557 | 0.46% | 6,422 | $178,087 | Up ×2 | ||
| PPL PPL Corporation Common Stock | $960,580 | 0.45% | 26,426 | $174,528 | Up ×2 | ||
| FE FirstEnergy Corp. Common Stock | $949,283 | 0.45% | 19,968 | $122,150 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $857,817 | 0.40% | 2,428 | $456,988 | Up ×1 | ||
| Unknown issuer (CUSIP: 438516205) | $760,765 | 0.36% | 3,398 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $751,184 | 0.35% | 3,398 | Up ×1 | |||
| IVV | $515,773 | 0.24% | 689 | $63,139 | Down ×1 | ||
| CLOA iShares AAA CLO Active ETF | $512,259 | 0.24% | 9,868 | Up ×1 | |||
| BUFR | $428,278 | 0.20% | 11,724 | $32,359 | |||
| V Visa Inc. | $420,943 | 0.20% | 1,227 | $77,618 | Up ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $386,039 | 0.18% | 4,045 | $177,023 | Up ×1 | ||
| MO Altria Group, Inc. | $357,331 | 0.17% | 4,966 | $33,264 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $355,042 | 0.17% | 1,871 | $-2,749 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $354,643 | 0.17% | 853 | $131,167 | Up ×1 | ||
| IJH | $329,796 | 0.15% | 4,277 | Up ×1 | |||
| IWF | $314,924 | 0.15% | 2,536 | Up ×1 | |||
| SCHF | $305,393 | 0.14% | 11,025 | $-17,001 | Down ×1 | ||
| SPY SPY | $303,189 | 0.14% | 406 | Up ×1 | |||
| AMGN Amgen Inc. - Common Stock | $295,498 | 0.14% | 816 | $9,444 | Up ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $290,003 | 0.14% | 3,228 | Up ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $290,003 | 0.14% | 3,356 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $282,524 | 0.13% | 302 | $2,521 | Up ×1 | ||
| VEA | $279,697 | 0.13% | 3,926 | Up ×1 | |||
| SCHG | $272,130 | 0.13% | 8,042 | $-91,687 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $270,061 | 0.13% | 1,493 | $-2,433,823 | Down ×2 | ||
| IAUM | $267,467 | 0.13% | 6,685 | $-44,723 | |||
| MGK | $264,972 | 0.12% | 3,014 | $43,683 | Up ×1 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $262,269 | 0.12% | 10,461 | Up ×1 | |||
| FPX | $247,423 | 0.12% | 1,200 | Up ×1 | |||
| BBIB | $241,323 | 0.11% | 2,468 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $229,455 | 0.11% | 2,776 | Up ×1 | |||
| GLDM | $221,582 | 0.10% | 2,790 | $-37,023 | |||
| IEMG | $218,532 | 0.10% | 2,638 | Up ×1 | |||
| GE GE Aerospace Common Stock | $218,472 | 0.10% | 585 | $-574,272 | Down ×1 | ||
| GLD | $218,449 | 0.10% | 593 | $-24,665 | Up ×1 | ||
| GOVT | $213,301 | 0.10% | 9,364 | Up ×1 | |||
| BIL | $208,018 | 0.10% | 2,270 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AMD | $4,623,016 | 7,958 | 2.17% |
| NVDY | $3,530,382 | 283,793 | 1.66% |
| HPE | $3,362,177 | 74,533 | 1.58% |
| CSCO | $2,062,333 | 17,558 | 0.97% |
| CCJ | $1,952,750 | 19,171 | 0.92% |
| HCA | $1,878,525 | 4,818 | 0.88% |
| A | $1,750,127 | 13,176 | 0.82% |
| CI | $1,695,340 | 6,150 | 0.79% |
| CRM | $1,628,840 | 10,397 | 0.76% |
| ORCL | $1,522,692 | 10,390 | 0.71% |
| Unknown issuer (CUSIP: 84615Q103) | $1,151,188 | 6,738 | 0.54% |
| TSMY | $1,021,504 | 56,813 | 0.48% |
| Unknown issuer (CUSIP: 438516205) | $760,765 | 3,398 | 0.36% |
| Unknown issuer (CUSIP: 43849R105) | $751,184 | 3,398 | 0.35% |
| CLOA | $512,259 | 9,868 | 0.24% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Trimmed | -966 | +$6.2M |
| GOOGL | Bought more | +8K | +$4.7M |
| AMZN | Bought more | +16K | +$4.7M |
| TSM | Bought more | +2K | +$2.2M |
| AAPL | Bought more | +2K | +$2.0M |
| EWY | Bought more | +1K | +$1.3M |
| NUE | Bought more | +3K | +$1.2M |
| AVGO | Bought more | +1K | +$1.2M |
| TSLA | Bought more | +2K | +$1.1M |
| CAT | Bought more | +217 | +$1.1M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JBBB | June 30, 2026 | 64,852 | $3,022,441 | No longer tracked |
| IBIT | March 31, 2026 | 54,599 | $2,710,820 | |
| XOM | June 30, 2026 | 11,477 | $1,947,148 | 22.5% |
| LMT | June 30, 2026 | 3,020 | $1,824,973 | 14.5% |
| OKE | June 30, 2026 | 18,701 | $1,690,426 | 11.6% |
| VRP | June 30, 2026 | 63,050 | $1,511,940 | No longer tracked |
| HON | June 30, 2026 | 6,588 | $1,489,138 | -1.2% |
| ING | June 30, 2026 | 55,880 | $1,455,683 | 11.0% |
| QCOM | March 31, 2026 | 8,492 | $1,452,622 | 25.8% |
| HMC | March 31, 2026 | 49,126 | $1,448,232 | 34.2% |
| DLTR | June 30, 2026 | 12,900 | $1,412,729 | 7.2% |
| NEM | June 30, 2026 | 13,028 | $1,410,329 | 35.8% |
| GDXY | June 30, 2026 | 94,095 | $1,315,453 | No longer tracked |
| DB | March 31, 2026 | 33,666 | $1,298,152 | 27.1% |
| NVO | June 30, 2026 | 29,136 | $1,070,741 | -3.0% |
| COIN | March 31, 2026 | 4,135 | $935,044 | -2.4% |
| BABA | June 30, 2026 | 6,586 | $826,334 | 30.5% |
| PLTR | March 31, 2026 | 4,312 | $766,498 | 19.4% |
| BITO | June 30, 2026 | 71,693 | $667,458 | No longer tracked |
| EETH | March 31, 2026 | 8,241 | $306,560 | No longer tracked |
| HUM | June 30, 2026 | 1,326 | $229,915 | -3.6% |
| SCHB | June 30, 2026 | 9,087 | $228,084 | No longer tracked |
| IVW | June 30, 2026 | 1,806 | $204,278 | No longer tracked |
| CL | June 30, 2026 | 2,381 | $202,917 | -0.7% |
| DGRO | June 30, 2026 | 2,872 | $201,557 | No longer tracked |
| USFR | June 30, 2026 | 3,984 | $200,545 | No longer tracked |