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Lfg Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Lfg Wealth Partners, LLC

Investment Activity

  • Lfg Wealth Partners, LLC has $213.28 million in total holdings as of June 30, 2026.
  • Lfg Wealth Partners, LLC owns shares of 98 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 25.69% of the portfolio was purchased this quarter.
  • About 13.37% of the portfolio was sold this quarter.
  • This quarter, Lfg Wealth Partners, LLC has purchased 89 new stocks and bought additional shares in 53 stocks.
  • Lfg Wealth Partners, LLC sold shares of 14 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Alphabet
$12,706,048
NVIDIA
$11,678,094
Amazon.com
$11,519,086
Apple
$11,372,808
Microsoft
$10,436,009

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$4,623,016 Holding
88634T774 - YieldMax NVDA Option Income Strategy ETF
$3,530,382 Holding
42824C109 - Hewlett Packard Enterprise
$3,362,177 Holding
17275R102 - Cisco Systems
$2,062,333 Holding
13321L108 - Cameco
$1,952,750 Holding

Largest Purchases this Quarter

Advanced Micro Devices
7,958 shares (about $4.62M)
Amazon.com
15,527 shares (about $3.70M)
YieldMax NVDA Option Income Strategy ETF
283,793 shares (about $3.53M)
Hewlett Packard Enterprise
74,533 shares (about $3.36M)
Alphabet
7,833 shares (about $2.80M)

Largest Sales this Quarter

Philip Morris International
14,860 shares (about $2.69M)
Micron Technology
966 shares (about $1.12M)
GE Aerospace
2,209 shares (about $824.97K)
NVIDIA
3,501 shares (about $700.52K)
American Electric Power
4,346 shares (about $594.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLfg Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,706,048$2,799,305 â–²28.3%35,5546.0%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,678,094$700,518 â–¼-5.7%58,3645.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,519,086$3,700,742 â–²47.3%48,3305.4%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$11,372,808$635,729 â–²5.9%39,3035.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$10,436,009$871,750 â–²9.1%27,9774.9%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$9,187,981$1,115,024 â–¼-10.8%7,9604.3%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,762,371$738,802 â–²14.7%12,0662.7%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$4,723,378$671,283 â–²16.6%11,2302.2%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,623,016$4,623,016 â–²New Holding7,9582.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,135,966$443,221 â–²12.0%12,6351.9%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$4,120,516$527,719 â–²14.7%10,9081.9%Technology
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$3,874,088$584,251 â–²17.8%62,7281.8%Consumer Staples
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$3,860,888$599,151 â–²18.4%354,2101.8%Finance
Ares Capital Corporation stock logo
ARCC
Ares Capital
$3,613,413$573,801 â–²18.9%195,0031.7%Finance
YieldMax NVDA Option Income Strategy ETF stock logo
NVDY
YieldMax NVDA Option Income Strategy ETF
$3,530,382$3,530,382 â–²New Holding283,7931.7%ETF
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$3,362,177$3,362,177 â–²New Holding74,5331.6%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,175,156$453,422 â–²16.7%2,6471.5%Healthcare
Eni SpA stock logo
E
ENI
$3,141,517$140,909 â–¼-4.3%67,0401.5%Energy
Nucor Corporation stock logo
NUE
Nucor
$3,138,252$639,278 â–²25.6%14,0891.5%Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,040,616$206,726 â–²7.3%5,3981.4%Communication Services
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$3,016,305$229,352 â–²8.2%14,9401.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,842,401$231,098 â–²8.8%2,6691.3%Industrials
PFFV
Global X Variable Rate Preferred ETF
$2,823,624$588,442 â–²26.3%128,1721.3%ETF
GE VERNOVA INC
$2,798,608$461,735 â–¼-14.2%2,3821.3%COM
TOTALENERGIES SE
$2,690,464$549,290 â–¼-17.0%34,6001.3%ACT
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,656,542$752,367 â–²39.5%2,6271.2%Finance
FIDELITY WISE ORIGIN BITCOIN
$2,647,907$396,556 â–²17.6%51,8691.2%SHS
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,643,449$697,777 â–²35.9%3,8491.2%ETF
Invesco S&P SmallCap Information Technology ETF stock logo
PSCT
Invesco S&P SmallCap Information Technology ETF
$2,543,811$49,163 â–¼-1.9%27,5271.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,536,770$414,663 â–²19.5%17,1051.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,351,145$289,056 â–²14.0%55,5301.1%Communication Services
Rio Tinto PLC stock logo
RIO
Rio Tinto
$2,103,001$314,790 â–²17.6%22,1531.0%Materials
Antero Midstream Corporation stock logo
AM
Antero Midstream
$2,066,556$269,609 â–²15.0%90,8381.0%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,062,333$2,062,333 â–²New Holding17,5581.0%Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,996,688$394,957 â–²24.7%13,9480.9%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$1,978,805$241,815 â–²13.9%7,8640.9%Healthcare
Cameco Corporation stock logo
CCJ
Cameco
$1,952,750$1,952,750 â–²New Holding19,1710.9%Energy
Jackson Financial Inc. stock logo
JXN
Jackson Financial
$1,929,118$275,018 â–¼-12.5%18,8410.9%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,878,525$1,878,525 â–²New Holding4,8180.9%Healthcare
Enbridge Inc stock logo
ENB
Enbridge
$1,859,949$164,907 â–²9.7%34,3100.9%Energy
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,855,229$588,950 â–²46.5%197,5750.9%Finance
General Motors Company stock logo
GM
General Motors
$1,853,885$322,817 â–²21.1%24,0510.9%Consumer Discretionary
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$1,793,137$255,964 â–²16.7%11,6220.8%ETF
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$1,750,127$1,750,127 â–²New Holding13,1760.8%Healthcare
Cigna Group stock logo
CI
Cigna Group
$1,695,340$1,695,340 â–²New Holding6,1500.8%Healthcare
Salesforce Inc. stock logo
CRM
Salesforce
$1,628,840$1,628,840 â–²New Holding10,3970.8%Technology
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$1,622,636$177,907 â–²12.3%28,7850.8%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,602,544$281,290 â–²21.3%12,4710.8%Healthcare
Pfizer Inc. stock logo
PFE
Pfizer
$1,583,547$191,821 â–²13.8%65,7620.7%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$1,522,692$1,522,692 â–²New Holding10,3900.7%Technology
OGE Energy Corporation stock logo
OGE
OGE Energy
$1,416,078$209,923 â–²17.4%29,1010.7%Utilities
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$1,405,419$201,919 â–²16.8%26,4770.7%ETF
AT&T Inc. stock logo
T
AT&T
$1,403,594$307,335 â–²28.0%67,8060.7%Communication Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,304,111$5,375 â–¼-0.4%12,1310.6%Industrials
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$1,278,705$401,411 â–²45.8%33,4480.6%ETF
WALMART INC
$1,189,322$13,817 â–²1.2%10,5010.6%COM
SPACE EXPLORATION TECHN CORP
$1,151,188$1,151,188 â–²New Holding6,7380.5%CLASS A COM STK
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,109,134$594,584 â–¼-34.9%8,1070.5%Utilities
Edison International stock logo
EIX
Edison International
$1,073,834$246,720 â–²29.8%14,4240.5%Utilities
TIDAL TRUST II
$1,021,504$1,021,504 â–²New Holding56,8130.5%YIEL TSM OPT ETF
Exelon Corporation stock logo
EXC
Exelon
$1,001,202$192,259 â–²23.8%21,4760.5%Utilities
DTE Energy Company stock logo
DTE
DTE Energy
$978,557$144,452 â–²17.3%6,4220.5%Utilities
PPL Corporation stock logo
PPL
PPL
$960,580$212,610 â–²28.4%26,4260.5%Utilities
FirstEnergy Corporation stock logo
FE
FirstEnergy
$949,283$173,094 â–²22.3%19,9680.4%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$857,817$364,254 â–²73.8%2,4280.4%Communication Services
HONEYWELL INTL INC
$760,765$760,765 â–²New Holding3,3980.4%COM
HONEYWELL AEROSPACE INC
$751,184$751,184 â–²New Holding3,3980.4%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$515,773$2,994 â–¼-0.6%6890.2%ETF
iShares AAA CLO Active ETF stock logo
CLOA
iShares AAA CLO Active ETF
$512,259$512,259 â–²New Holding9,8680.2%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$428,2780.0%11,7240.2%ETF
Visa Inc. stock logo
V
Visa
$420,943$31,219 â–²8.0%1,2270.2%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$386,039$155,847 â–²67.7%4,0450.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$357,331$3,958 â–²1.1%4,9660.2%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$355,042$3,036 â–²0.9%1,8710.2%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$354,643$11,226 â–²3.3%8530.2%Healthcare
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$329,796$329,796 â–²New Holding4,2770.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$314,924$314,924 â–²New Holding2,5360.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$305,393$55,428 â–¼-15.4%11,0250.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$303,189$303,189 â–²New Holding4060.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$295,498$1,086 â–²0.4%8160.1%Healthcare
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$290,003$290,003 â–²New Holding3,2280.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$290,003$290,003 â–²New Holding3,3560.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$282,524$19,646 â–²7.5%3020.1%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$279,697$279,697 â–²New Holding3,9260.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$272,130$150,480 â–¼-35.6%8,0420.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$270,061$2,687,948 â–¼-90.9%1,4930.1%Consumer Staples
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$267,4670.0%6,6850.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$264,972$212,048 â–²400.7%3,0140.1%ETF
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$262,269$262,269 â–²New Holding10,4610.1%ETF
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$247,423$247,423 â–²New Holding1,2000.1%ETF
J P MORGAN EXCHANGE TRADED F
$241,323$241,323 â–²New Holding2,4680.1%BETABUILDERS US
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$229,455$229,455 â–²New Holding2,7760.1%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$221,5820.0%2,7900.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$218,532$218,532 â–²New Holding2,6380.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$218,472$824,965 â–¼-79.1%5850.1%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$218,449$10,315 â–²5.0%5930.1%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$213,301$213,301 â–²New Holding9,3640.1%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$208,018$208,018 â–²New Holding2,2700.1%ETF
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$0$3,022,441 â–¼-100.0%00.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$1,947,148 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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