LFG Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 11, 2026), LFG Wealth Partners, LLC reported 89 stock positions worth $165.8 million. Its top holding was Nvidia (NVDA) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Apple (AAPL, 5.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 7, added to 47 and reduced 22. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).

Most Recent 13F
Q2 2026
Location
ELIZABETHTOWN, KY
CIK
0002044171
Portfolio Value
$165.8M (Q1 2026)
SEC Filing
0002085853-26-000624 ↗ filed Jun 11, 2026

Holdings Value

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

Holdings 89 stocks · $165.8M
NVDA Nvidia Corp. 6.51% 61,865 $10.8M Add +8.4%
MSFT Microsoft Corp. 5.72% 25,640 $9.5M Add +30.1%
AAPL Apple Inc. 5.68% 37,106 $9.4M Add +20.6%
GOOGL Alphabet Inc. Class A 4.81% 27,721 $8.0M Add +2.9%
AMZN Amazon.com Inc. 4.12% 32,803 $6.8M Add +16.5%
E Eni SPA-Sponsored ADR 2.39% 70,047 $4.0M Reduce -10.7%
TTE Totalenergies SE 2.29% 41,664 $3.8M Reduce -6.0%
TSLA Tesla Inc. 2.16% 9,634 $3.6M Add +19.5%
TSM Taiwan Semiconductor-SP ADR 2.14% 10,519 $3.6M Add +1.2%
JPM JPMorgan Chase & Co. 2.00% 11,281 $3.3M Add +14.4%
BTI British American Tob-SP ADR 1.88% 53,268 $3.1M Add +3.6%
JBBB Janus Henderson B-BBB Clo Et 1.82% 64,852 $3.0M Add +10.8%
MU Micron Technology Inc. 1.82% 8,926 $3.0M Reduce -15.5%
AGNC AGNC Investment Corp. 1.81% 299,242 $3.0M Add +9.4%
ARCC Ares Capital Corp. 1.78% 164,037 $3.0M Add +34.8%
AVGO Broadcom Inc. 1.78% 9,511 $2.9M Reduce -22.1%
META Meta Platforms Inc. Class A 1.74% 5,031 $2.9M Reduce -10.6%
PM Philip Morris International 1.63% 16,353 $2.7M Reduce -11.1%
FBTC Fidelity Wise Origin Bitcoin 1.57% 44,101 $2.6M New
VZ Verizon Communications Inc. 1.47% 48,703 $2.4M Reduce -7.8%
GEV GE Vernova Inc. 1.46% 2,775 $2.4M Reduce -8.6%
JXN Jackson Financial Inc. Class A 1.37% 21,527 $2.3M Add +1.6%
PFFV Global X Variable Rate Pref 1.34% 101,461 $2.2M Add +9.4%
LLY Eli Lilly & Co. 1.26% 2,269 $2.1M Add +2.3%
XOM Exxon Mobil Corp. 1.17% 11,477 $1.9M Add +54.5%
NUE Nucor Corp. 1.14% 11,219 $1.9M Add +11.4%
LMT Lockheed Martin Corp. 1.10% 3,020 $1.8M Reduce -2.7%
AM Antero Midstream Corp. 1.09% 78,987 $1.8M Reduce -3.7%
IJR iShares Core S&P Small-Cap E 1.07% 14,309 $1.8M Add +10.7%
RIO Rio Tinto PLC-Spon ADR 1.06% 18,837 $1.8M Reduce -38.7%
CAT Caterpillar Inc. 1.05% 2,452 $1.7M Add +6.9%
EWY iShares MSCI South Korea ETF 1.02% 13,804 $1.7M Reduce -41.6%
VOO Vanguard S&P 500 ETF 1.02% 2,833 $1.7M Add +14.1%
ENB Enbridge Inc. 1.02% 31,268 $1.7M Add +1.8%
OKE Oneok Inc. 1.02% 18,701 $1.7M Reduce -11.1%
PSCT Invesco S&P Smallcap Informa 1.02% 28,059 $1.7M Add +1.8%
AEP American Electric Power 0.98% 12,453 $1.6M Add +8.7%
PFE Pfizer Inc. 0.98% 57,796 $1.6M Add +0.1%
GS Goldman Sachs Group Inc. 0.96% 1,883 $1.6M Add +2.8%
T AT&T Inc. 0.93% 52,959 $1.5M Reduce -7.3%
VRP Invesco Variable Rate Prefer 0.91% 63,050 $1.5M Add +14.9%
ABBV Abbvie Inc. 0.91% 6,903 $1.5M Add +11.4%
HON Honeywell International Inc. 0.90% 6,588 $1.5M Add +8.1%
GM General Motors Co. 0.89% 19,863 $1.5M New
EMR Emerson Electric Co. 0.88% 11,189 $1.5M Add +2.0%
ING ING Groep N.V.-Sponsored ADR 0.88% 55,880 $1.5M Add +2.3%
VSS Vanguard Ftse All Wo X-US SC 0.88% 9,963 $1.5M New
DLTR Dollar Tree Inc. 0.85% 12,900 $1.4M New
NEM Newmont Corp. 0.85% 13,028 $1.4M Reduce -6.0%
GDXY Yldmax Gold Min Op in St ETF 0.79% 94,095 $1.3M Add +14.9%
WMT Walmart Inc. 0.78% 10,379 $1.3M Add +0.0%
RITM Rithm Capital Corp. 0.77% 134,854 $1.3M Add +10.6%
MRK Merck & Co. Inc. 0.75% 10,282 $1.2M Add +4.8%
MLPA Global X MLP ETF 0.74% 22,673 $1.2M Add +2.8%
UPS United Parcel Service Class B 0.72% 12,181 $1.2M Add +0.1%
FITB Fifth Third Bancorp 0.72% 25,629 $1.2M Add +4.4%
OGE Oge Energy Corp. 0.72% 24,787 $1.2M Add +6.1%
NVO Novo-Nordisk A/S-Spons ADR 0.65% 29,136 $1.1M New
SGOL Abrdn Physical Gold Shares 0.62% 22,948 $1.0M Add +5.9%
EXC Exelon Corp. 0.51% 17,352 $851K Add +0.9%
FE Firstenergy Corp. 0.50% 16,327 $827K Add +3.3%
BABA Alibaba Group Holding-SP ADR 0.50% 6,586 $826K Reduce -30.1%
EIX Edison International 0.49% 11,110 $813K New
DTE DTE Energy Company 0.48% 5,474 $800K Add +3.2%
GE General Electric filed as GE AEROSPACE 0.48% 2,794 $793K Add +4.8%
PPL PPL Corp. 0.47% 20,577 $786K Add +4.3%
BITO Proshares Bitcoin ETF-Usd 0.40% 71,693 $667K New
IVV iShares Core S&P 500 ETF 0.27% 693 $453K Add +62.3%
GOOG Alphabet Inc. Class C 0.24% 1,397 $401K Reduce -2.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.24% 11,724 $396K New
SCHG Schwab US Large-Cap Growth 0.22% 12,489 $364K Add +55.7%
RTX RTX Corp. 0.22% 1,855 $358K Add +0.3%
V Visa Inc. Class A 0.21% 1,136 $343K Reduce -13.2%
MO Altria Group Inc. 0.20% 4,911 $324K Reduce -10.3%
SCHF Schwab Intl Equity ETF 0.19% 13,026 $322K New
IAUM iShares Gold Trust Micro 0.19% 6,685 $312K No change
AMGN Amgen Inc. 0.17% 813 $286K No change
COST Costco Wholesale Corp. 0.17% 281 $280K No change
GLDM SPDR Gold Minishares Trust 0.16% 2,790 $259K Reduce -3.7%
GLD SPDR Gold Shares 0.15% 565 $243K New
HUM Humana Inc. 0.14% 1,326 $230K No change
SCHB Schwab US Broad Market ETF 0.14% 9,087 $228K New
UNH Unitedhealth Group Inc. 0.13% 826 $223K Reduce -0.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.13% 602 $221K No change
IXUS iShares Core Intl Stock ETF 0.13% 2,412 $209K New
IVW iShares S&P 500 Growth ETF 0.12% 1,806 $204K New
CL Colgate-Palmolive Co. 0.12% 2,381 $203K Reduce -24.8%
DGRO iShares Core Dividend Growth 0.12% 2,872 $202K New
USFR Wisdomtree Floating Rate Tre 0.12% 3,984 $201K New

Portfolio Sells Q4 2025 → Q1 2026
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −1.73
QCOM Qualcomm Inc. Sold out 0.00% −0.93
HMC Honda Motor Co. Ltd.-Spons ADR Sold out 0.00% −0.92
AVGO Broadcom Inc. Reduce -22.1% 1.78% −0.92
DB Deutsche Bank AG-Registered Sold out 0.00% −0.83
META Meta Platforms Inc. Class A Reduce -10.6% 1.74% −0.63
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.60
RIO Rio Tinto PLC-Spon ADR Reduce -38.7% 1.06% −0.51
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.49
EWY iShares MSCI South Korea ETF Reduce -41.6% 1.02% −0.44
BABA Alibaba Group Holding-SP ADR Reduce -30.1% 0.50% −0.38
PM Philip Morris International Reduce -11.1% 1.63% −0.25
EETH Proshares Ether ETF-Usd Inc. Sold out 0.00% −0.20
MU Micron Technology Inc. Reduce -15.5% 1.82% −0.10
V Visa Inc. Class A Reduce -13.2% 0.21% −0.09
GOOG Alphabet Inc. Class C Reduce -2.4% 0.24% −0.04
UNH Unitedhealth Group Inc. Reduce -0.7% 0.13% −0.04
CL Colgate-Palmolive Co. Reduce -24.8% 0.12% −0.04
NEM Newmont Corp. Reduce -6.0% 0.85% −0.03
MO Altria Group Inc. Reduce -10.3% 0.20% −0.01
GLDM SPDR Gold Minishares Trust Reduce -3.7% 0.16% −0.00
T AT&T Inc. Reduce -7.3% 0.93% +0.02
OKE Oneok Inc. Reduce -11.1% 1.02% +0.03
VZ Verizon Communications Inc. Reduce -7.8% 1.47% +0.10
LMT Lockheed Martin Corp. Reduce -2.7% 1.10% +0.14
AM Antero Midstream Corp. Reduce -3.7% 1.09% +0.16
GEV GE Vernova Inc. Reduce -8.6% 1.46% +0.20
TTE Totalenergies SE Reduce -6.0% 2.29% +0.44
E Eni SPA-Sponsored ADR Reduce -10.7% 2.39% +0.50

Portfolio Buys Q4 2025 → Q1 2026
FBTC Fidelity Wise Origin Bitcoin New 1.57% +1.57
GM General Motors Co. New 0.89% +0.89
VSS Vanguard Ftse All Wo X-US SC New 0.88% +0.88
DLTR Dollar Tree Inc. New 0.85% +0.85
NVO Novo-Nordisk A/S-Spons ADR New 0.65% +0.65
XOM Exxon Mobil Corp. Add +54.5% 1.17% +0.60
EIX Edison International New 0.49% +0.49
BITO Proshares Bitcoin ETF-Usd New 0.40% +0.40
AAPL Apple Inc. Add +20.6% 5.68% +0.35
BUFR FT Vest Lad Buffervetf-Usd I New 0.24% +0.24
ARCC Ares Capital Corp. Add +34.8% 1.78% +0.21
CAT Caterpillar Inc. Add +6.9% 1.05% +0.21
SCHF Schwab Intl Equity ETF New 0.19% +0.19
GLD SPDR Gold Shares New 0.15% +0.15
AEP American Electric Power Add +8.7% 0.98% +0.14
HON Honeywell International Inc. Add +8.1% 0.90% +0.14
SCHB Schwab US Broad Market ETF New 0.14% +0.14
TSM Taiwan Semiconductor-SP ADR Add +1.2% 2.14% +0.13
IXUS iShares Core Intl Stock ETF New 0.13% +0.13
IVW iShares S&P 500 Growth ETF New 0.12% +0.12
DGRO iShares Core Dividend Growth New 0.12% +0.12
USFR Wisdomtree Floating Rate Tre New 0.12% +0.12
NUE Nucor Corp. Add +11.4% 1.14% +0.10
MRK Merck & Co. Inc. Add +4.8% 0.75% +0.09
IVV iShares Core S&P 500 ETF Add +62.3% 0.27% +0.09
ENB Enbridge Inc. Add +1.8% 1.02% +0.08
IJR iShares Core S&P Small-Cap E Add +10.7% 1.07% +0.08
OGE Oge Energy Corp. Add +6.1% 0.72% +0.08
PFE Pfizer Inc. Add +0.1% 0.98% +0.06
VRP Invesco Variable Rate Prefer Add +14.9% 0.91% +0.06
MLPA Global X MLP ETF Add +2.8% 0.74% +0.06
SCHG Schwab US Large-Cap Growth Add +55.7% 0.22% +0.05
SGOL Abrdn Physical Gold Shares Add +5.9% 0.62% +0.05
FE Firstenergy Corp. Add +3.3% 0.50% +0.05
DTE DTE Energy Company Add +3.2% 0.48% +0.05
JBBB Janus Henderson B-BBB Clo Et Add +10.8% 1.82% +0.04
WMT Walmart Inc. Add +0.0% 0.78% +0.04
EXC Exelon Corp. Add +0.9% 0.51% +0.04
PPL PPL Corp. Add +4.3% 0.47% +0.03
VOO Vanguard S&P 500 ETF Add +14.1% 1.02% +0.03
BTI British American Tob-SP ADR Add +3.6% 1.88% +0.02
PFFV Global X Variable Rate Pref Add +9.4% 1.34% +0.02
PSCT Invesco S&P Smallcap Informa Add +1.8% 1.02% +0.02
ABBV Abbvie Inc. Add +11.4% 0.91% +0.00
RTX RTX Corp. Add +0.3% 0.22% −0.00
FITB Fifth Third Bancorp Add +4.4% 0.72% −0.01
JPM JPMorgan Chase & Co. Add +14.4% 2.00% −0.02
AMZN Amazon.com Inc. Add +16.5% 4.12% −0.02
GDXY Yldmax Gold Min Op in St ETF Add +14.9% 0.79% −0.04
EMR Emerson Electric Co. Add +2.0% 0.88% −0.04

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