Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $12.7M | 6.0% |
| Nvidia CorporationCOM | COM | $11.7M | 5.5% |
| Amazon Com Inc.COM | COM | $11.5M | 5.4% |
| Apple Inc.COM | COM | $11.4M | 5.3% |
| Microsoft Corp.COM | COM | $10.4M | 4.9% |
| Micron Technology Inc.COM | COM | $9.19M | 4.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $5.76M | 2.7% |
| Tesla Inc.COM | COM | $4.72M | 2.2% |
| Advanced Micro Devices Inc.COM | COM | $4.62M | 2.2% |
| JPMORGAN Chase & COCOM | COM | $4.14M | 1.9% |
| Broadcom Inc.COM | COM | $4.12M | 1.9% |
| British Amern Tob PLCSPONSORED ADR | SPONSORED ADR | $3.87M | 1.8% |
| Agnc Invt Corp.COM | COM | $3.86M | 1.8% |
| Ares Capital Corp.COM | COM | $3.61M | 1.7% |
| Tidal Trust IIYIELDMAX NVDA | YIELDMAX NVDA | $3.53M | 1.7% |
| Hewlett Packard Enterprise CCOM | COM | $3.36M | 1.6% |
| Eli Lilly & COCOM | COM | $3.18M | 1.5% |
| Eni SpaSPONSORED ADR | SPONSORED ADR | $3.14M | 1.5% |
| Nucor Corp.COM | COM | $3.14M | 1.5% |
| Meta Platforms Inc.CL A | CL A | $3.04M | 1.4% |
| iShares Inc.MSCI STH KOR ETF | MSCI STH KOR ETF | $3.02M | 1.4% |
| Caterpillar Inc.COM | COM | $2.84M | 1.3% |
| Global X FdsRATE PREFERRED | RATE PREFERRED | $2.82M | 1.3% |
| GE Vernova Inc.COM | COM | $2.8M | 1.3% |
| Totalenergies SEACT | ACT | $2.69M | 1.3% |
| Goldman Sachs Group Inc.COM | COM | $2.66M | 1.2% |
| Fidelity Wise Origin BitcoinSHS | SHS | $2.65M | 1.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.64M | 1.2% |
| Invesco Exch Traded FD TR IIS&P SMLCP INFO | S&P SMLCP INFO | $2.54M | 1.2% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $2.54M | 1.2% |
| Verizon Communications Inc.COM | COM | $2.35M | 1.1% |
| Rio Tinto PLCSPONSORED ADR | SPONSORED ADR | $2.1M | 1.0% |
| Antero Midstream Corp.COM | COM | $2.07M | 1.0% |
| Cisco Sys Inc.COM | COM | $2.06M | 1.0% |
| Emerson Elec COCOM | COM | $2M | 0.9% |
| Abbvie Inc.COM | COM | $1.98M | 0.9% |
| Cameco Corp.COM | COM | $1.95M | 0.9% |
| Jackson Financial Inc.COM CL A | COM CL A | $1.93M | 0.9% |
| Hca Healthcare Inc.COM | COM | $1.88M | 0.9% |
| Enbridge Inc.COM | COM | $1.86M | 0.9% |
| Rithm Capital Corp.COM NEW | COM NEW | $1.86M | 0.9% |
| General Mtrs COCOM | COM | $1.85M | 0.9% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $1.79M | 0.8% |
| Agilent Technologies Inc.COM | COM | $1.75M | 0.8% |
| The Cigna GroupCOM | COM | $1.7M | 0.8% |
| Salesforce Inc.COM | COM | $1.63M | 0.8% |
| Fifth Third BancorpCOM | COM | $1.62M | 0.8% |
| Merck & CO Inc.COM | COM | $1.6M | 0.8% |
| Pfizer Inc.COM | COM | $1.58M | 0.7% |
| Oracle Corp.COM | COM | $1.52M | 0.7% |
Alphabet Inc.CAP STK CL A$12.7M
- Class
- CAP STK CL A
- Share
- 6.0%
Nvidia CorporationCOM$11.7M
- Class
- COM
- Share
- 5.5%
Amazon Com Inc.COM$11.5M
- Class
- COM
- Share
- 5.4%
Apple Inc.COM$11.4M
- Class
- COM
- Share
- 5.3%
Microsoft Corp.COM$10.4M
- Class
- COM
- Share
- 4.9%
Micron Technology Inc.COM$9.19M
- Class
- COM
- Share
- 4.3%
Taiwan Semiconductor ManufacSPONSORED ADS$5.76M
- Class
- SPONSORED ADS
- Share
- 2.7%
Tesla Inc.COM$4.72M
- Class
- COM
- Share
- 2.2%
Advanced Micro Devices Inc.COM$4.62M
- Class
- COM
- Share
- 2.2%
JPMORGAN Chase & COCOM$4.14M
- Class
- COM
- Share
- 1.9%
Broadcom Inc.COM$4.12M
- Class
- COM
- Share
- 1.9%
British Amern Tob PLCSPONSORED ADR$3.87M
- Class
- SPONSORED ADR
- Share
- 1.8%
Agnc Invt Corp.COM$3.86M
- Class
- COM
- Share
- 1.8%
Ares Capital Corp.COM$3.61M
- Class
- COM
- Share
- 1.7%
Tidal Trust IIYIELDMAX NVDA$3.53M
- Class
- YIELDMAX NVDA
- Share
- 1.7%
Hewlett Packard Enterprise CCOM$3.36M
- Class
- COM
- Share
- 1.6%
Eli Lilly & COCOM$3.18M
- Class
- COM
- Share
- 1.5%
Eni SpaSPONSORED ADR$3.14M
- Class
- SPONSORED ADR
- Share
- 1.5%
Nucor Corp.COM$3.14M
- Class
- COM
- Share
- 1.5%
Meta Platforms Inc.CL A$3.04M
- Class
- CL A
- Share
- 1.4%
iShares Inc.MSCI STH KOR ETF$3.02M
- Class
- MSCI STH KOR ETF
- Share
- 1.4%
Caterpillar Inc.COM$2.84M
- Class
- COM
- Share
- 1.3%
Global X FdsRATE PREFERRED$2.82M
- Class
- RATE PREFERRED
- Share
- 1.3%
GE Vernova Inc.COM$2.8M
- Class
- COM
- Share
- 1.3%
Totalenergies SEACT$2.69M
- Class
- ACT
- Share
- 1.3%
Goldman Sachs Group Inc.COM$2.66M
- Class
- COM
- Share
- 1.2%
Fidelity Wise Origin BitcoinSHS$2.65M
- Class
- SHS
- Share
- 1.2%
Vanguard Index FdsS&P 500 ETF SHS$2.64M
- Class
- S&P 500 ETF SHS
- Share
- 1.2%
Invesco Exch Traded FD TR IIS&P SMLCP INFO$2.54M
- Class
- S&P SMLCP INFO
- Share
- 1.2%
iShares TRCORE S&P SCP ETF$2.54M
- Class
- CORE S&P SCP ETF
- Share
- 1.2%
Verizon Communications Inc.COM$2.35M
- Class
- COM
- Share
- 1.1%
Rio Tinto PLCSPONSORED ADR$2.1M
- Class
- SPONSORED ADR
- Share
- 1.0%
Antero Midstream Corp.COM$2.07M
- Class
- COM
- Share
- 1.0%
Cisco Sys Inc.COM$2.06M
- Class
- COM
- Share
- 1.0%
Emerson Elec COCOM$2M
- Class
- COM
- Share
- 0.9%
Abbvie Inc.COM$1.98M
- Class
- COM
- Share
- 0.9%
Cameco Corp.COM$1.95M
- Class
- COM
- Share
- 0.9%
Jackson Financial Inc.COM CL A$1.93M
- Class
- COM CL A
- Share
- 0.9%
Hca Healthcare Inc.COM$1.88M
- Class
- COM
- Share
- 0.9%
Enbridge Inc.COM$1.86M
- Class
- COM
- Share
- 0.9%
Rithm Capital Corp.COM NEW$1.86M
- Class
- COM NEW
- Share
- 0.9%
General Mtrs COCOM$1.85M
- Class
- COM
- Share
- 0.9%
Vanguard Intl Equity Index FFTSE SMCAP ETF$1.79M
- Class
- FTSE SMCAP ETF
- Share
- 0.8%
Agilent Technologies Inc.COM$1.75M
- Class
- COM
- Share
- 0.8%
The Cigna GroupCOM$1.7M
- Class
- COM
- Share
- 0.8%
Salesforce Inc.COM$1.63M
- Class
- COM
- Share
- 0.8%
Fifth Third BancorpCOM$1.62M
- Class
- COM
- Share
- 0.8%
Merck & CO Inc.COM$1.6M
- Class
- COM
- Share
- 0.8%
Pfizer Inc.COM$1.58M
- Class
- COM
- Share
- 0.7%
Oracle Corp.COM$1.52M
- Class
- COM
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 98 positions by value, with holdings of the same security combined. The 98 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2044171
- File number
- 028-26405
- Options
- 0 call, 0 put
- In the 25 largest
- 63.4%
- Prior quarter
- $166M at 31 March 2026
- Positions opened
- 28
- Positions closed
- 19
Common questions
What are LFG Wealth Partners’ 13F holdings worth?
$213 million across 98 positions for the quarter ended 30 June 2026.
What is LFG Wealth Partners’ largest 13F holding?
ALPHABET INC (CAP STK CL A) was the largest position at $12.7 million, or 6.0% of reported 13F value, as of 30 June 2026.
How concentrated is LFG Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 40.4% of reported value and the twenty-five largest for 63.4%, across 98 positions as of 30 June 2026.
Does Form 13F show everything LFG Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does LFG Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.