LFG Wealth Partners, LLC

CIK

2044171

Location

ELIZABETHTOWN, KY

Portfolio Value

Small $208,723,643

Diversification

Diversified

Filing Date

Global Rank

#6,377 / 8,794 ▼ 14 · as of Jun 2026

Top Industry

Semiconductors 19.2%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

−0.3 pts

Top 5

28.1%

−0.2 pts

Top 10

43.4%

+3.7 pts

HHI

275

Diversified+10

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$65,756,626	11
Unclassified	12.0%	$24,966,106	22
Communication Services	9.8%	$20,359,180	4
Consumer Cyclical	8.7%	$18,096,161	3
Financial Services	8.1%	$16,922,567	7
Healthcare	6.9%	$14,313,969	9
Industrials	5.8%	$12,178,383	9
Energy	5.6%	$11,711,257	5
Utilities	3.6%	$7,488,632	7
Consumer Defensive	2.9%	$5,973,336	5
Real Estate	2.7%	$5,716,118	2
Basic Materials	2.5%	$5,241,308	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AIPO	Defiance AI & Power Infrastructure ETF	+246,511	340,606	$0
RITM	Rithm Capital Corp.	+62,721	197,575	$1,855,229
AGNC	AGNC Investment Corp.	+54,968	354,210	$3,860,889
ARCC	Ares Capital Corp	+30,966	195,003	$3,613,405
AGNG	Global X Funds Global X Aging Population ETF	+30,515	154,649	$4,229,028
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+23,054	58,950	$7,821,828
AMZN	Amazon Com Inc	+15,527	48,330	$11,518,972
T	At&T Inc.	+14,847	67,806	$1,403,584
AM	Antero Midstream Corp	+11,851	90,838	$2,066,564
SGOL	abrdn Gold ETF Trust	+10,500	33,448	$1,278,717
BTI	British American Tobacco p.l.c.	+9,460	62,728	$3,874,081
GOOGL	Alphabet Inc.	+8,864	37,982	$13,563,817
PFE	Pfizer Inc	+7,966	65,762	$1,583,548
FBTC	Fidelity Wise Origin Bitcoin Fund	+7,768	51,869	$2,647,912
VZ	Verizon Communications Inc	+6,827	55,530	$2,351,140
PPL	PPL Corp	+5,849	26,426	$960,585
OGE	Oge Energy Corp.	+4,314	29,101	$1,416,054
GM	General Motors Co	+4,188	24,051	$1,853,851
EXC	Exelon Corp	+4,124	21,476	$1,001,211
FE	Firstenergy Corp	+3,641	19,968	$949,278
RIO	Rio Tinto PLC	+3,316	22,153	$2,102,984
EIX	Edison International	+3,314	14,424	$1,073,866
FITB	Fifth Third Bancorp	+3,156	28,785	$1,622,610
ENB	Enbridge Inc	+3,042	34,310	$1,859,945
NUE	Nucor Corp	+2,870	14,089	$3,138,324
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	−63,582	27,527	$2,543,770
FNDA	Schwab Fundamental U.S. Small Company ETF	−15,535	19,067	$577,533
PM	Philip Morris International Inc.	−14,860	1,493	$270,098
TTE	TotalEnergies SE	−7,064	34,600	$2,690,496
AEP	American Electric Power Co Inc	−4,346	8,107	$1,109,118
NVDA	Nvidia Corp	−3,501	58,364	$11,678,052
HON	Honeywell International Inc	−3,190	3,398	$760,812
E	Eni Spa	−3,007	67,040	$3,141,494
JXN	Jackson Financial Inc.	−2,686	18,841	$1,929,129
GE	General Electric Co	−2,209	585	$218,632
MU	Micron Technology Inc	−966	7,960	$9,188,148
GEV	GE Vernova Inc.	−393	2,382	$2,798,516
UPS	United Parcel Service Inc	−50	12,131	$1,304,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	7,958	$4,622,881
HPE	Hewlett Packard Enterprise Co	74,533	$3,362,183
CSCO	Cisco Systems, Inc.	17,558	$2,062,362
CCJ	Cameco Corp	19,171	$1,952,758
HCA	HCA Healthcare, Inc.	4,818	$1,878,490
A	Agilent Technologies, Inc.	13,176	$1,750,168
CI	Cigna Group	6,150	$1,695,432
CRM	Salesforce, Inc.	10,397	$1,628,794
ORCL	Oracle Corp	10,390	$1,522,654
SPCX	Space Exploration Technologies Corp	6,738	$1,151,254
HONA	Honeywell Aerospace Inc.	3,398	$751,229
BCLO	iShares BBB-B CLO Active ETF	9,868	$512,247
SPY	Spdr S&P 500 ETF Trust	406	$303,188
—		3,228	$290,035
VEA	Vanguard FTSE Developed Markets ETF	3,926	$279,727
DVVY	Invesco Diversified Dividend Opportunities ETF	10,461	$262,257
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,200	$247,416
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	2,468	$241,338
BNDW	Vanguard Total World Bond ETF	2,776	$229,436
—		2,270	$208,022
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	64,852	$3,022,427
XOM	ExxonMobil Holdings Corp	11,477	$1,947,187
LMT	Lockheed Martin Corp	3,020	$1,825,257
OKE	Oneok Inc /New/	18,701	$1,690,383
ING	Ing Groep NV	55,880	$1,455,674
DLTR	Dollar Tree, Inc.	12,900	$1,412,679
NEM	NEWMONT Corp /DE/	13,028	$1,410,281
NVO	Novo Nordisk A S	29,136	$1,070,748
BABA	Alibaba Group Holding Ltd	6,586	$826,279
HUM	Humana Inc	1,326	$229,915
CL	Colgate Palmolive Co	2,381	$202,932
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,984	$200,554
ANEW	ProShares MSCI Transformational Changes ETF	71,693	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $208,723,643 total · filing declares 98 positions · $213,275,556 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	37,982	+8,864	$13,563,817	+62.0%	6.50%
NVDA	Nvidia Corp Technology	Reduced	58,364	-3,501	$11,678,052	+8.2%	5.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,330	+15,527	$11,518,972	+68.6%	5.52%
AAPL	Apple Inc. Technology	Added	39,303	+2,197	$11,372,716	+20.8%	5.45%
MSFT	Microsoft Corp Technology	Added	27,977	+2,337	$10,435,980	+10.0%	5.00%
MU	Micron Technology Inc Technology	Reduced	7,960	-966	$9,188,148	+204.7%	4.40%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	58,950	+23,054	$7,821,828	—	3.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,066	+1,547	$5,762,359	+62.1%	2.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,230	+1,596	$4,723,338	+31.9%	2.26%
AMD	Advanced Micro Devices Inc Technology	NEW	7,958	NEW	$4,622,881	NEW	2.21%
AGNG	Global X Funds Global X Aging Population ETF	Added	154,649	+30,515	$4,229,028	+23.1%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,635	+1,354	$4,135,814	+24.6%	1.98%
AVGO	Broadcom Inc. Technology	Added	10,908	+1,397	$4,120,497	+40.0%	1.97%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	62,728	+9,460	$3,874,081	+24.4%	1.86%
AGNC	AGNC Investment Corp. Real Estate	Added	354,210	+54,968	$3,860,889	+28.6%	1.85%
ARCC	Ares Capital Corp Financial Services	Added	195,003	+30,966	$3,613,405	+22.2%	1.73%
HPE	Hewlett Packard Enterprise Co Technology	NEW	74,533	NEW	$3,362,183	NEW	1.61%
LLY	ELI LILLY & Co Healthcare	Added	2,647	+378	$3,174,891	+52.1%	1.52%
E	Eni Spa Energy	Reduced	67,040	-3,007	$3,141,494	−20.8%	1.51%
NUE	Nucor Corp Basic Materials	Added	14,089	+2,870	$3,138,324	+65.4%	1.50%
META	Meta Platforms, Inc. Communication Services	Added	5,398	+367	$3,040,639	+5.6%	1.46%
CAT	Caterpillar Inc Industrials	Added	2,669	+217	$2,842,218	+63.6%	1.36%
GEV	GE Vernova Inc. Industrials	Reduced	2,382	-393	$2,798,516	+15.5%	1.34%
TTE	TotalEnergies SE Energy	Reduced	34,600	-7,064	$2,690,496	−29.0%	1.29%
GS	Goldman Sachs Group Inc Financial Services	Added	2,627	+744	$2,656,868	+66.8%	1.27%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	51,869	+7,768	$2,647,912	+1.7%	1.27%
VB	Vanguard Morningstar Small-Cap ETF	Added	3,849	+1,016	$2,643,531	+56.2%	1.27%
IVZ	Invesco Ltd. Financial Services	Reduced	27,527	-63,582	$2,543,770	−20.4%	1.22%
VZ	Verizon Communications Inc Communication Services	Added	55,530	+6,827	$2,351,140	−3.8%	1.13%
RIO	Rio Tinto PLC Basic Materials	Added	22,153	+3,316	$2,102,984	+19.7%	1.01%
AM	Antero Midstream Corp Energy	Added	90,838	+11,851	$2,066,564	+14.8%	0.99%
CSCO	Cisco Systems, Inc. Technology	NEW	17,558	NEW	$2,062,362	NEW	0.99%
EMR	Emerson Electric Co Industrials	Added	13,948	+2,759	$1,996,656	+36.2%	0.96%
ABBV	AbbVie Inc. Healthcare	Added	7,864	+961	$1,978,896	+31.8%	0.95%
CCJ	Cameco Corp Energy	NEW	19,171	NEW	$1,952,758	NEW	0.94%
JXN	Jackson Financial Inc. Financial Services	Reduced	18,841	-2,686	$1,929,129	−15.2%	0.92%
HCA	HCA Healthcare, Inc. Healthcare	NEW	4,818	NEW	$1,878,490	NEW	0.90%
ENB	Enbridge Inc Energy	Added	34,310	+3,042	$1,859,945	+9.9%	0.89%
RITM	Rithm Capital Corp. Real Estate	Added	197,575	+62,721	$1,855,229	+45.1%	0.89%
GM	General Motors Co Consumer Cyclical	Added	24,051	+4,188	$1,853,851	+25.3%	0.89%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	11,622	+1,659	$1,793,158	+23.5%	0.86%
A	Agilent Technologies, Inc. Healthcare	NEW	13,176	NEW	$1,750,168	NEW	0.84%
CI	Cigna Group Healthcare	NEW	6,150	NEW	$1,695,432	NEW	0.81%
CRM	Salesforce, Inc. Technology	NEW	10,397	NEW	$1,628,794	NEW	0.78%
FITB	Fifth Third Bancorp Financial Services	Added	28,785	+3,156	$1,622,610	+36.3%	0.78%
MRK	Merck & Co., Inc. Healthcare	Added	12,471	+2,189	$1,602,523	+29.6%	0.77%
PFE	Pfizer Inc Healthcare	Added	65,762	+7,966	$1,583,548	−2.4%	0.76%
ORCL	Oracle Corp Technology	NEW	10,390	NEW	$1,522,654	NEW	0.73%
OGE	Oge Energy Corp. Utilities	Added	29,101	+4,314	$1,416,054	+19.1%	0.68%
T	At&T Inc. Communication Services	Added	67,806	+14,847	$1,403,584	−8.6%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.