LFG Wealth Partners, LLC

CIK

2044171

Location

ELIZABETHTOWN, KY

Portfolio Value

Small $144,340,362

Diversification

Diversified

Filing Date

Global Rank

#4,577 / 8,232 ▲ 342

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed Jun 11, 2026 · 2d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.4%

SPY

+9.1%

Annualised alpha

+1.0%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.1 pts

Top 5

30.8%

−0.3 pts

Top 10

43.4%

−0.5 pts

HHI

302

Diversified−4

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$39,211,749	6
Energy	10.3%	$14,887,272	6
Communication Services	10.3%	$14,830,007	4
Financial Services	9.1%	$13,132,938	7
Consumer Cyclical	8.8%	$12,719,391	4
Industrials	7.8%	$11,288,812	8
Consumer Defensive	6.5%	$9,327,969	7
Healthcare	5.7%	$8,258,247	8
Utilities	4.8%	$6,898,321	7
Basic Materials	3.5%	$5,064,716	3
Unclassified	3.1%	$4,441,128	5
Real Estate	3.0%	$4,279,812	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	+42,384	164,037	$2,955,946
AGNC	AGNC Investment Corp.	+25,777	299,242	$3,001,397
RITM	Rithm Capital Corp.	+12,916	134,854	$1,278,415
AAPL	Apple Inc.	+6,331	37,106	$9,417,131
MSFT	Microsoft Corp	+5,940	25,640	$9,491,158
NVDA	Nvidia Corp	+4,778	61,865	$10,789,256
AMZN	Amazon Com Inc	+4,638	32,803	$6,831,880
XOM	Exxon Mobil Corp	+4,049	11,477	$1,947,187
BTI	British American Tobacco p.l.c.	+1,858	53,268	$3,114,579
TSLA	Tesla, Inc.	+1,573	9,634	$3,581,439
JPM	Jpmorgan Chase & Co	+1,422	11,281	$3,318,418
OGE	Oge Energy Corp.	+1,421	24,787	$1,188,784
SGOL	abrdn Gold ETF Trust	+1,283	22,948	$1,023,939
ING	Ing Groep NV	+1,249	55,880	$1,455,674
NUE	Nucor Corp	+1,147	11,219	$1,897,132
FITB	Fifth Third Bancorp	+1,088	25,629	$1,190,723
AEP	American Electric Power Co Inc	+999	12,453	$1,632,339
PPL	PPL Corp	+852	20,577	$786,041
GOOGL	Alphabet Inc.	+768	27,721	$7,971,450
ABBV	AbbVie Inc.	+705	6,903	$1,501,333
ENB	Enbridge Inc	+545	31,268	$1,692,849
FE	Firstenergy Corp	+519	16,327	$827,125
HON	Honeywell International Inc	+495	6,588	$1,489,085
MRK	Merck & Co., Inc.	+469	10,282	$1,236,821
JXN	Jackson Financial Inc.	+336	21,527	$2,275,834
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
RIO	Rio Tinto PLC	−11,894	18,837	$1,757,303
E	Eni Spa	−8,367	70,047	$3,965,360
T	At&T Inc.	−4,183	52,959	$1,535,281
VZ	Verizon Communications Inc	−4,091	48,703	$2,444,890
AM	Antero Midstream Corp	−3,053	78,987	$1,800,903
BABA	Alibaba Group Holding Ltd	−2,833	6,586	$826,279
AVGO	Broadcom Inc.	−2,696	9,511	$2,943,749
TTE	TotalEnergies SE	−2,680	41,664	$3,790,590
OKE	Oneok Inc /New/	−2,336	18,701	$1,690,383
PM	Philip Morris International Inc.	−2,032	16,353	$2,703,805
MU	Micron Technology Inc	−1,636	8,926	$3,015,559
NEM	NEWMONT Corp /DE/	−831	13,028	$1,410,281
CL	Colgate Palmolive Co	−785	2,381	$202,932
META	Meta Platforms, Inc.	−595	5,031	$2,878,386
MO	Altria Group, Inc.	−567	4,911	$324,076
GEV	GE Vernova Inc.	−262	2,775	$2,422,297
V	Visa Inc.	−172	1,136	$343,344
GLDM	World Gold Trust	−106	2,790	$258,605
LMT	Lockheed Martin Corp	−84	3,020	$1,825,257
UNH	Unitedhealth Group Inc	−6	826	$223,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	44,101	$2,603,282
GM	General Motors Co	19,863	$1,479,793
DLTR	Dollar Tree, Inc.	12,900	$1,412,679
NVO	Novo Nordisk A S	29,136	$1,070,748
EIX	Edison International	11,110	$813,029
GLD	Spdr Gold Trust	565	$243,113
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	54,599	$2,710,840
QCOM	Qualcomm Inc/De	8,492	$1,452,556
HMC	Honda Motor Co Ltd	49,126	$1,448,234
DB	Deutsche Bank Aktiengesellschaft	33,666	$1,298,160
COIN	Coinbase Global, Inc.	4,135	$935,088
PLTR	Palantir Technologies Inc.	4,312	$766,458
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $144,340,362 total · as of Mar 31, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	61,865	+4,778	$10,789,256	+1.3%	7.47%
MSFT	Microsoft Corp Technology	Added	25,640	+5,940	$9,491,158	−0.4%	6.58%
AAPL	Apple Inc. Technology	Added	37,106	+6,331	$9,417,131	+12.6%	6.52%
GOOGL	Alphabet Inc. Communication Services	Added	27,721	+768	$7,971,450	−5.5%	5.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,803	+4,638	$6,831,880	+5.1%	4.73%
E	Eni Spa Energy	Reduced	70,047	-8,367	$3,965,360	+33.3%	2.75%
TTE	TotalEnergies SE Energy	Reduced	41,664	-2,680	$3,790,590	+30.7%	2.63%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,634	+1,573	$3,581,439	−1.2%	2.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,519	+122	$3,554,896	+12.5%	2.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,281	+1,422	$3,318,418	+4.5%	2.30%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	53,268	+1,858	$3,114,579	+7.0%	2.16%
MU	Micron Technology Inc Technology	Reduced	8,926	-1,636	$3,015,559	+0.0%	2.09%
AGNC	AGNC Investment Corp. Real Estate	Added	299,242	+25,777	$3,001,397	+2.4%	2.08%
ARCC	Ares Capital Corp Financial Services	Added	164,037	+42,384	$2,955,946	+20.1%	2.05%
AVGO	Broadcom Inc. Technology	Reduced	9,511	-2,696	$2,943,749	−30.3%	2.04%
META	Meta Platforms, Inc. Communication Services	Reduced	5,031	-595	$2,878,386	−22.5%	1.99%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	16,353	-2,032	$2,703,805	−8.3%	1.87%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	44,101	NEW	$2,603,282	NEW	1.80%
VZ	Verizon Communications Inc Communication Services	Reduced	48,703	-4,091	$2,444,890	+13.7%	1.69%
GEV	GE Vernova Inc. Industrials	Reduced	2,775	-262	$2,422,297	+22.0%	1.68%
JXN	Jackson Financial Inc. Financial Services	Added	21,527	+336	$2,275,834	+0.7%	1.58%
LLY	ELI LILLY & Co Healthcare	Added	2,269	+51	$2,086,958	−12.4%	1.45%
XOM	Exxon Mobil Corp Energy	Added	11,477	+4,049	$1,947,187	+117.8%	1.35%
NUE	Nucor Corp Basic Materials	Added	11,219	+1,147	$1,897,132	+15.5%	1.31%
LMT	Lockheed Martin Corp Industrials	Reduced	3,020	-84	$1,825,257	+21.6%	1.26%
AM	Antero Midstream Corp Energy	Reduced	78,987	-3,053	$1,800,903	+23.4%	1.25%
RIO	Rio Tinto PLC Basic Materials	Reduced	18,837	-11,894	$1,757,303	−28.5%	1.22%
CAT	Caterpillar Inc Industrials	Added	2,452	+159	$1,737,143	+32.2%	1.20%
ENB	Enbridge Inc Energy	Added	31,268	+545	$1,692,849	+15.2%	1.17%
OKE	Oneok Inc /New/ Energy	Reduced	18,701	-2,336	$1,690,383	+9.3%	1.17%
AEP	American Electric Power Co Inc Utilities	Added	12,453	+999	$1,632,339	+23.6%	1.13%
PFE	Pfizer Inc Healthcare	Added	57,796	+30	$1,622,911	+12.8%	1.12%
GS	Goldman Sachs Group Inc Financial Services	Added	1,883	+51	$1,592,999	−1.1%	1.10%
T	At&T Inc. Communication Services	Reduced	52,959	-4,183	$1,535,281	+8.2%	1.06%
ABBV	AbbVie Inc. Healthcare	Added	6,903	+705	$1,501,333	+6.0%	1.04%
HON	Honeywell International Inc Industrials	Added	6,588	+495	$1,489,085	+25.3%	1.03%
GM	General Motors Co Consumer Cyclical	NEW	19,863	NEW	$1,479,793	NEW	1.03%
EMR	Emerson Electric Co Industrials	Added	11,189	+222	$1,465,982	+0.7%	1.02%
ING	Ing Groep NV Financial Services	Added	55,880	+1,249	$1,455,674	−4.8%	1.01%
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	12,900	NEW	$1,412,679	NEW	0.98%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	13,028	-831	$1,410,281	+1.9%	0.98%
WMT	Walmart Inc. Consumer Defensive	Added	10,379	+4	$1,289,902	+11.6%	0.89%
RITM	Rithm Capital Corp. Real Estate	Added	134,854	+12,916	$1,278,415	−3.8%	0.89%
MRK	Merck & Co., Inc. Healthcare	Added	10,282	+469	$1,236,821	+19.7%	0.86%
UPS	United Parcel Service Inc Industrials	Added	12,181	+14	$1,198,366	−0.7%	0.83%
FITB	Fifth Third Bancorp Financial Services	Added	25,629	+1,088	$1,190,723	+3.7%	0.82%
OGE	Oge Energy Corp. Utilities	Added	24,787	+1,421	$1,188,784	+19.1%	0.82%
NVO	Novo Nordisk A S Healthcare	NEW	29,136	NEW	$1,070,748	NEW	0.74%
SGOL	abrdn Gold ETF Trust	Added	22,948	+1,283	$1,023,939	+15.0%	0.71%
EXC	Exelon Corp Utilities	Added	17,352	+150	$850,595	+13.4%	0.59%