LFG Wealth Partners, LLC

CIK

2044171

Location

ELIZABETHTOWN, KY

Portfolio Value

Micro $5,064,716

Diversification

Diversified

Filing Date

Global Rank

#4,577 / 8,232 ▲ 342

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

+1.0%

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

3 positions · $5,064,716 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NUE	Nucor Corp Basic Materials	Added	11,219	+1,147	$1,897,132	+15.5%	37.46%
RIO	Rio Tinto PLC Basic Materials	Reduced	18,837	-11,894	$1,757,303	−28.5%	34.70%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	13,028	-831	$1,410,281	+1.9%	27.85%