LFG Wealth Partners, LLC

CIK

2044171

Location

ELIZABETHTOWN, KY

Portfolio Value

Small $186,638,829

Diversification

Diversified

Filing Date

Global Rank

#4,687 / 8,633 ▲ 500

Top Industry

Semiconductors 19.5%

3Y Alpha vs SPY

+1.9%

Period ended 51 days ago

Filed Aug 5, 2026 · 15d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.7%

SPY

+12.8%

Annualised alpha

+1.9%

Max drawdown

−8.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.3%

−0.3 pts

Top 5

31.4%

+0.1 pts

Top 10

46.6%

+2.6 pts

HHI

316

Diversified+8

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$65,756,626	11
Communication Services	10.9%	$20,359,180	4
Consumer Cyclical	9.7%	$18,096,161	3
Financial Services	7.7%	$14,378,797	6
Healthcare	7.7%	$14,313,969	9
Industrials	6.5%	$12,178,383	9
Energy	6.3%	$11,711,257	5
Utilities	4.0%	$7,488,632	7
Consumer Defensive	3.2%	$5,973,336	5
Real Estate	3.1%	$5,716,118	2
Unclassified	2.9%	$5,425,062	8
Basic Materials	2.8%	$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
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
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
GOOGL	Alphabet Inc.	+10,261	37,982	$13,563,817
BTI	British American Tobacco p.l.c.	+9,460	62,728	$3,874,081
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
EMR	Emerson Electric Co	+2,759	13,948	$1,996,656
MSFT	Microsoft Corp	+2,337	27,977	$10,435,980
AAPL	Apple Inc.	+2,197	39,303	$11,372,716
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
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

14 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
SPY	Spdr S&P 500 ETF Trust	406	$303,188
VEA	Vanguard FTSE Developed Markets ETF	3,926	$279,727
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	2,270	$208,022
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $186,638,829 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 71 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	+10,261	$13,563,817	+70.2%	7.27%
NVDA	Nvidia Corp Technology	Reduced	58,364	-3,501	$11,678,052	+8.2%	6.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,330	+15,527	$11,518,972	+68.6%	6.17%
AAPL	Apple Inc. Technology	Added	39,303	+2,197	$11,372,716	+20.8%	6.09%
MSFT	Microsoft Corp Technology	Added	27,977	+2,337	$10,435,980	+10.0%	5.59%
MU	Micron Technology Inc Technology	Reduced	7,960	-966	$9,188,148	+204.7%	4.92%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,066	+1,547	$5,762,359	+62.1%	3.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,230	+1,596	$4,723,338	+31.9%	2.53%
AMD	Advanced Micro Devices Inc Technology	NEW	7,958	NEW	$4,622,881	NEW	2.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,635	+1,354	$4,135,814	+24.6%	2.22%
AVGO	Broadcom Inc. Technology	Added	10,908	+1,397	$4,120,497	+40.0%	2.21%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	62,728	+9,460	$3,874,081	+24.4%	2.08%
AGNC	AGNC Investment Corp. Real Estate	Added	354,210	+54,968	$3,860,889	+28.6%	2.07%
ARCC	Ares Capital Corp Financial Services	Added	195,003	+30,966	$3,613,405	+22.2%	1.94%
HPE	Hewlett Packard Enterprise Co Technology	NEW	74,533	NEW	$3,362,183	NEW	1.80%
LLY	ELI LILLY & Co Healthcare	Added	2,647	+378	$3,174,891	+52.1%	1.70%
E	Eni Spa Energy	Reduced	67,040	-3,007	$3,141,494	−20.8%	1.68%
NUE	Nucor Corp Basic Materials	Added	14,089	+2,870	$3,138,324	+65.4%	1.68%
META	Meta Platforms, Inc. Communication Services	Added	5,398	+367	$3,040,639	+5.6%	1.63%
CAT	Caterpillar Inc Industrials	Added	2,669	+217	$2,842,218	+63.6%	1.52%
GEV	GE Vernova Inc. Industrials	Reduced	2,382	-393	$2,798,516	+15.5%	1.50%
TTE	TotalEnergies SE Energy	Reduced	34,600	-7,064	$2,690,496	−29.0%	1.44%
GS	Goldman Sachs Group Inc Financial Services	Added	2,627	+744	$2,656,868	+66.8%	1.42%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	51,869	+7,768	$2,647,912	+1.7%	1.42%
VZ	Verizon Communications Inc Communication Services	Added	55,530	+6,827	$2,351,140	−3.8%	1.26%
RIO	Rio Tinto PLC Basic Materials	Added	22,153	+3,316	$2,102,984	+19.7%	1.13%
AM	Antero Midstream Corp Energy	Added	90,838	+11,851	$2,066,564	+14.8%	1.11%
CSCO	Cisco Systems, Inc. Technology	NEW	17,558	NEW	$2,062,362	NEW	1.11%
EMR	Emerson Electric Co Industrials	Added	13,948	+2,759	$1,996,656	+36.2%	1.07%
ABBV	AbbVie Inc. Healthcare	Added	7,864	+961	$1,978,896	+31.8%	1.06%
CCJ	Cameco Corp Energy	NEW	19,171	NEW	$1,952,758	NEW	1.05%
JXN	Jackson Financial Inc. Financial Services	Reduced	18,841	-2,686	$1,929,129	−15.2%	1.03%
HCA	HCA Healthcare, Inc. Healthcare	NEW	4,818	NEW	$1,878,490	NEW	1.01%
ENB	Enbridge Inc Energy	Added	34,310	+3,042	$1,859,945	+9.9%	1.00%
RITM	Rithm Capital Corp. Real Estate	Added	197,575	+62,721	$1,855,229	+45.1%	0.99%
GM	General Motors Co Consumer Cyclical	Added	24,051	+4,188	$1,853,851	+25.3%	0.99%
A	Agilent Technologies, Inc. Healthcare	NEW	13,176	NEW	$1,750,168	NEW	0.94%
CI	Cigna Group Healthcare	NEW	6,150	NEW	$1,695,432	NEW	0.91%
CRM	Salesforce, Inc. Technology	NEW	10,397	NEW	$1,628,794	NEW	0.87%
FITB	Fifth Third Bancorp Financial Services	Added	28,785	+3,156	$1,622,610	+36.3%	0.87%
MRK	Merck & Co., Inc. Healthcare	Added	12,471	+2,189	$1,602,523	+29.6%	0.86%
PFE	Pfizer Inc Healthcare	Added	65,762	+7,966	$1,583,548	−2.4%	0.85%
ORCL	Oracle Corp Technology	NEW	10,390	NEW	$1,522,654	NEW	0.82%
OGE	Oge Energy Corp. Utilities	Added	29,101	+4,314	$1,416,054	+19.1%	0.76%
T	At&T Inc. Communication Services	Added	67,806	+14,847	$1,403,584	−8.6%	0.75%
UPS	United Parcel Service Inc Industrials	Reduced	12,131	-50	$1,304,082	+8.8%	0.70%
SGOL	abrdn Gold ETF Trust	Added	33,448	+10,500	$1,278,717	+24.9%	0.69%
WMT	Walmart Inc. Consumer Defensive	Added	10,501	+122	$1,189,343	−7.8%	0.64%
SPCX	Space Exploration Technologies Corp Industrials	NEW	6,738	NEW	$1,151,254	NEW	0.62%
AEP	American Electric Power Co Inc Utilities	Reduced	8,107	-4,346	$1,109,118	−32.1%	0.59%

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.