LFG Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), LFG Wealth Partners, LLC reported 98 stock positions worth $213.3 million. Its top holding was Alphabet Class A (GOOGL) at 6.0% of the portfolio, followed by Nvidia (NVDA, 5.5%) and Amazon.com (AMZN, 5.4%). Compared with Q1 2026, it opened 26 new positions, sold out of 18, added to 55 and reduced 14. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale an exit from Janus Henderson B-BBB Clo Et (JBBB).

Most Recent 13F
Q2 2026
Location
ELIZABETHTOWN, KY
CIK
0002044171
Portfolio Value
$213.3M (Q2 2026)
SEC Filing
0002085853-26-000932 ↗ filed Aug 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $156.9M Q4 2025 Q1 2026: $165.8M Q1 2026 Q2 2026: $213.3M $213.3M Q2 2026

Holdings 98 stocks · $213.3M
GOOGL Alphabet Inc. Class A 5.96% 35,554 $12.7M Add +28.3%
NVDA Nvidia Corp. 5.48% 58,364 $11.7M Reduce -5.7%
AMZN Amazon.com Inc. 5.40% 48,330 $11.5M Add +47.3%
AAPL Apple Inc. 5.33% 39,303 $11.4M Add +5.9%
MSFT Microsoft Corp. 4.89% 27,977 $10.4M Add +9.1%
MU Micron Technology Inc. 4.31% 7,960 $9.2M Reduce -10.8%
TSM Taiwan Semiconductor-SP ADR 2.70% 12,066 $5.8M Add +14.7%
TSLA Tesla Inc. 2.21% 11,230 $4.7M Add +16.6%
AMD Advanced Micro Devices 2.17% 7,958 $4.6M New
JPM JPMorgan Chase & Co. 1.94% 12,635 $4.1M Add +12.0%
AVGO Broadcom Inc. 1.93% 10,908 $4.1M Add +14.7%
BTI British American Tob-SP ADR 1.82% 62,728 $3.9M Add +17.8%
AGNC AGNC Investment Corp. 1.81% 354,210 $3.9M Add +18.4%
ARCC Ares Capital Corp. 1.69% 195,003 $3.6M Add +18.9%
NVDY Yieldmax Nvda Option Inc. ETF 1.66% 283,793 $3.5M New
HPE Hewlett Packard Enterprise 1.58% 74,533 $3.4M New
LLY Eli Lilly & Co. 1.49% 2,647 $3.2M Add +16.7%
E Eni SPA-Sponsored ADR 1.47% 67,040 $3.1M Reduce -4.3%
NUE Nucor Corp. 1.47% 14,089 $3.1M Add +25.6%
META Meta Platforms Inc. Class A 1.43% 5,398 $3.0M Add +7.3%
EWY iShares MSCI South Korea ETF 1.41% 14,940 $3.0M Add +8.2%
CAT Caterpillar Inc. 1.33% 2,669 $2.8M Add +8.8%
PFFV Global X Variable Rate Pref 1.32% 128,172 $2.8M Add +26.3%
GEV GE Vernova Inc. 1.31% 2,382 $2.8M Reduce -14.2%
TTE Totalenergies SE 1.26% 34,600 $2.7M Reduce -16.9%
GS Goldman Sachs Group Inc. 1.25% 2,627 $2.7M Add +39.5%
FBTC Fidelity Wise Origin Bitcoin 1.24% 51,869 $2.6M Add +17.6%
VOO Vanguard S&P 500 ETF 1.24% 3,849 $2.6M Add +35.9%
PSCT Invesco S&P Smallcap Informa 1.19% 27,527 $2.5M Reduce -1.9%
IJR iShares Core S&P Small-Cap E 1.19% 17,105 $2.5M Add +19.5%
VZ Verizon Communications Inc. 1.10% 55,530 $2.4M Add +14.0%
RIO Rio Tinto PLC-Spon ADR 0.99% 22,153 $2.1M Add +17.6%
AM Antero Midstream Corp. 0.97% 90,838 $2.1M Add +15.0%
CSCO Cisco Systems Inc. 0.97% 17,558 $2.1M New
EMR Emerson Electric Co. 0.94% 13,948 $2.0M Add +24.7%
ABBV Abbvie Inc. 0.93% 7,864 $2.0M Add +13.9%
CCJ Cameco Corp. 0.92% 19,171 $2.0M New
JXN Jackson Financial Inc. Class A 0.90% 18,841 $1.9M Reduce -12.5%
HCA HCA Healthcare Inc. 0.88% 4,818 $1.9M New
ENB Enbridge Inc. 0.87% 34,310 $1.9M Add +9.7%
RITM Rithm Capital Corp. 0.87% 197,575 $1.9M Add +46.5%
GM General Motors Co. 0.87% 24,051 $1.9M Add +21.1%
VSS Vanguard Ftse All Wo X-US SC 0.84% 11,622 $1.8M Add +16.6%
A Agilent Technologies Inc. 0.82% 13,176 $1.8M New
CI The Cigna Group 0.79% 6,150 $1.7M New
CRM Salesforce Inc. 0.76% 10,397 $1.6M New
FITB Fifth Third Bancorp 0.76% 28,785 $1.6M Add +12.3%
MRK Merck & Co. Inc. 0.75% 12,471 $1.6M Add +21.3%
PFE Pfizer Inc. 0.74% 65,762 $1.6M Add +13.8%
ORCL Oracle Corp. 0.71% 10,390 $1.5M New
OGE Oge Energy Corp. 0.66% 29,101 $1.4M Add +17.4%
MLPA Global X MLP ETF 0.66% 26,477 $1.4M Add +16.8%
T AT&T Inc. 0.66% 67,806 $1.4M Add +28.0%
UPS United Parcel Service Class B 0.61% 12,131 $1.3M Reduce -0.4%
SGOL Abrdn Physical Gold Shares 0.60% 33,448 $1.3M Add +45.8%
WMT Walmart Inc. 0.56% 10,501 $1.2M Add +1.2%
SPCX Space Exploration Techn Class A 0.54% 6,738 $1.2M New
AEP American Electric Power 0.52% 8,107 $1.1M Reduce -34.9%
EIX Edison International 0.50% 14,424 $1.1M Add +29.8%
TSMY Yieldmax TSM Opt Inc. Strat 0.48% 56,813 $1.0M New
EXC Exelon Corp. 0.47% 21,476 $1.0M Add +23.8%
DTE DTE Energy Company 0.46% 6,422 $979K Add +17.3%
PPL PPL Corp. 0.45% 26,426 $961K Add +28.4%
FE Firstenergy Corp. 0.45% 19,968 $949K Add +22.3%
GOOG Alphabet Inc. Class C 0.40% 2,428 $858K Add +73.8%
HON Honeywell International Inc. 0.36% 3,398 $761K Add +3.2%
HONA Honeywell Aerospace Inc. 0.35% 3,398 $751K Add +3.2%
IVV iShares Core S&P 500 ETF 0.24% 689 $516K Reduce -0.6%
CLOA iShares Aaa Clo Act ETF-Usdi 0.24% 9,868 $512K New
BUFR FT Vest Lad Buffervetf-Usd I 0.20% 11,724 $428K No change
V Visa Inc. Class A 0.20% 1,227 $421K Add +8.0%
IXUS iShares Core Intl Stock ETF 0.18% 4,045 $386K Add +67.7%
MO Altria Group Inc. 0.17% 4,966 $357K Add +1.1%
RTX RTX Corp. 0.17% 1,871 $355K Add +0.9%
UNH Unitedhealth Group Inc. 0.17% 853 $355K Add +3.3%
IJH iShares Core S&P Midcap ETF 0.15% 4,277 $330K New
IWF iShares Russell 1000 Growth 0.15% 2,536 $315K New
SCHF Schwab Intl Equity ETF 0.14% 11,025 $305K Reduce -15.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 406 $303K New
AMGN Amgen Inc. 0.14% 816 $295K Add +0.4%
CIBR First Trust Nasdaq Cybersecu 0.14% 3,228 $290K New
TLT iShares 20+ Year Treasury BD 0.14% 3,356 $290K New
COST Costco Wholesale Corp. 0.13% 302 $283K Add +7.5%
VEA Vanguard Ftse Developed ETF 0.13% 3,926 $280K New
SCHG Schwab US Large-Cap Growth 0.13% 8,042 $272K Reduce -35.6%
PM Philip Morris International 0.13% 1,493 $270K Reduce -90.9%
IAUM iShares Gold Trust Micro 0.13% 6,685 $267K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.12% 3,014 $265K Add +0.1%
VRIG Invesco Variable Rate Invest 0.12% 10,461 $262K New
FPX First Trust US Equity Opport 0.12% 1,200 $247K New
BBIB JPM Beta US TR 3-10 YR ETF filed as J P MORGAN EXCHANGE TRADED F 0.11% 2,468 $241K New
VCIT Vanguard Int-Term Corporate 0.11% 2,776 $229K New
GLDM SPDR Gold Minishares Trust 0.10% 2,790 $222K No change
IEMG iShares Core MSCI Emerging 0.10% 2,638 $219K New
GE General Electric filed as GE AEROSPACE 0.10% 585 $218K Reduce -79.1%
GLD SPDR Gold Shares 0.10% 593 $218K Add +5.0%
GOVT iShares US Treasury Bond ETF 0.10% 9,364 $213K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.10% 2,270 $208K New

Portfolio Sells Q1 2026 → Q2 2026
JBBB Janus Henderson B-BBB Clo Et Sold out 0.00% −1.82
PM Philip Morris International Reduce -90.9% 0.13% −1.50
XOM Exxon Mobil Corp. Sold out 0.00% −1.17
LMT Lockheed Martin Corp. Sold out 0.00% −1.10
NVDA Nvidia Corp. Reduce -5.7% 5.48% −1.03
TTE Totalenergies SE Reduce -16.9% 1.26% −1.02
OKE Oneok Inc. Sold out 0.00% −1.02
E Eni SPA-Sponsored ADR Reduce -4.3% 1.47% −0.92
VRP Invesco Variable Rate Prefer Sold out 0.00% −0.91
ING ING Groep N.V.-Sponsored ADR Sold out 0.00% −0.88
DLTR Dollar Tree Inc. Sold out 0.00% −0.85
NEM Newmont Corp. Sold out 0.00% −0.85
GDXY Yldmax Gold Min Op in St ETF Sold out 0.00% −0.79
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.65
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.50
JXN Jackson Financial Inc. Class A Reduce -12.5% 0.90% −0.47
AEP American Electric Power Reduce -34.9% 0.52% −0.46
BITO Proshares Bitcoin ETF-Usd Sold out 0.00% −0.40
GE General Electric Reduce -79.1% 0.10% −0.38
GEV GE Vernova Inc. Reduce -14.2% 1.31% −0.15
HUM Humana Inc. Sold out 0.00% −0.14
SCHB Schwab US Broad Market ETF Sold out 0.00% −0.14
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.12
CL Colgate-Palmolive Co. Sold out 0.00% −0.12
DGRO iShares Core Dividend Growth Sold out 0.00% −0.12
USFR Wisdomtree Floating Rate Tre Sold out 0.00% −0.12
UPS United Parcel Service Class B Reduce -0.4% 0.61% −0.11
SCHG Schwab US Large-Cap Growth Reduce -35.6% 0.13% −0.09
SCHF Schwab Intl Equity ETF Reduce -15.4% 0.14% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.24% −0.03
PSCT Invesco S&P Smallcap Informa Reduce -1.9% 1.19% +0.18
MU Micron Technology Inc. Reduce -10.8% 4.31% +2.49

Portfolio Buys Q1 2026 → Q2 2026
AMD Advanced Micro Devices New 2.17% +2.17
NVDY Yieldmax Nvda Option Inc. ETF New 1.66% +1.66
HPE Hewlett Packard Enterprise New 1.58% +1.58
AMZN Amazon.com Inc. Add +47.3% 5.40% +1.28
GOOGL Alphabet Inc. Class A Add +28.3% 5.96% +1.15
CSCO Cisco Systems Inc. New 0.97% +0.97
CCJ Cameco Corp. New 0.92% +0.92
HCA HCA Healthcare Inc. New 0.88% +0.88
A Agilent Technologies Inc. New 0.82% +0.82
CI The Cigna Group New 0.79% +0.79
CRM Salesforce Inc. New 0.76% +0.76
ORCL Oracle Corp. New 0.71% +0.71
TSM Taiwan Semiconductor-SP ADR Add +14.7% 2.70% +0.56
SPCX Space Exploration Techn Class A New 0.54% +0.54
TSMY Yieldmax TSM Opt Inc. Strat New 0.48% +0.48
EWY iShares MSCI South Korea ETF Add +8.2% 1.41% +0.39
NUE Nucor Corp. Add +25.6% 1.47% +0.33
CAT Caterpillar Inc. Add +8.8% 1.33% +0.29
GS Goldman Sachs Group Inc. Add +39.5% 1.25% +0.28
CLOA iShares Aaa Clo Act ETF-Usdi New 0.24% +0.24
LLY Eli Lilly & Co. Add +16.7% 1.49% +0.23
VOO Vanguard S&P 500 ETF Add +35.9% 1.24% +0.22
GOOG Alphabet Inc. Class C Add +73.8% 0.40% +0.16
AVGO Broadcom Inc. Add +14.7% 1.93% +0.16
IJH iShares Core S&P Midcap ETF New 0.15% +0.15
IWF iShares Russell 1000 Growth New 0.15% +0.15
SPY SS SPDR S&P 500 ETF Trust-US New 0.14% +0.14
CIBR First Trust Nasdaq Cybersecu New 0.14% +0.14
TLT iShares 20+ Year Treasury BD New 0.14% +0.14
VEA Vanguard Ftse Developed ETF New 0.13% +0.13
VRIG Invesco Variable Rate Invest New 0.12% +0.12
IJR iShares Core S&P Small-Cap E Add +19.5% 1.19% +0.12
FPX First Trust US Equity Opport New 0.12% +0.12
BBIB JPM Beta US TR 3-10 YR ETF New 0.11% +0.11
VCIT Vanguard Int-Term Corporate New 0.11% +0.11
IEMG iShares Core MSCI Emerging New 0.10% +0.10
GOVT iShares US Treasury Bond ETF New 0.10% +0.10
RITM Rithm Capital Corp. Add +46.5% 0.87% +0.10
BIL SS SPDR BB 1-3M T-Bill ETF New 0.10% +0.10
IXUS iShares Core Intl Stock ETF Add +67.7% 0.18% +0.05
TSLA Tesla Inc. Add +16.6% 2.21% +0.05
EMR Emerson Electric Co. Add +24.7% 0.94% +0.05
FITB Fifth Third Bancorp Add +12.3% 0.76% +0.04
UNH Unitedhealth Group Inc. Add +3.3% 0.17% +0.03
ABBV Abbvie Inc. Add +13.9% 0.93% +0.02
EIX Edison International Add +29.8% 0.50% +0.01
MRK Merck & Co. Inc. Add +21.3% 0.75% +0.01
AGNC AGNC Investment Corp. Add +18.4% 1.81% 0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.1% 0.12% −0.01
V Visa Inc. Class A Add +8.0% 0.20% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 98$213.3MGOOGL, NVDA, AMZN, AAPL, MSFT
Q1 2026 89$165.8MNVDA, MSFT, AAPL, GOOGL, AMZN
Q4 2025 81$156.9MNVDA, MSFT, GOOGL, AAPL, AMZN