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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 $165.80 million in total holdings as of March 31, 2026.
  • Lfg Wealth Partners, LLC owns shares of 89 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 13.99% of the portfolio was purchased this quarter.
  • About 9.36% of the portfolio was sold this quarter.
  • This quarter, Lfg Wealth Partners, LLC has purchased 81 new stocks and bought additional shares in 47 stocks.
  • Lfg Wealth Partners, LLC sold shares of 22 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA
$10,789,316
Microsoft
$9,491,242
Apple
$9,417,231
Alphabet
$7,971,578
Amazon.com
$6,831,880

Largest New Holdings this Quarter

315948109 - FIDELITY WISE ORIGIN BITCOIN
$2,603,282 Holding
37045V100 - General Motors
$1,479,811 Holding
922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF
$1,452,480 Holding
256746108 - Dollar Tree
$1,412,729 Holding
670100205 - Novo Nordisk A/S
$1,070,741 Holding

Largest Purchases this Quarter

FIDELITY WISE ORIGIN BITCOIN
44,101 shares (about $2.60M)
Microsoft
5,940 shares (about $2.20M)
Apple
6,331 shares (about $1.61M)
General Motors
19,863 shares (about $1.48M)

Largest Sales this Quarter

iShares MSCI South Korea ETF
9,821 shares (about $1.21M)
Rio Tinto
11,894 shares (about $1.11M)
Broadcom
2,696 shares (about $834.44K)
Micron Technology
1,636 shares (about $552.70K)
ENI
8,367 shares (about $473.65K)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,789,316$833,288 â–²8.4%61,8656.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$9,491,242$2,198,829 â–²30.2%25,6405.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,417,231$1,606,761 â–²20.6%37,1065.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,971,578$220,850 â–²2.8%27,7214.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,831,880$965,956 â–²16.5%32,8034.1%Retail/Wholesale
Eni SpA stock logo
E
ENI
$3,965,345$473,654 â–¼-10.7%70,0472.4%Energy
TOTALENERGIES SE
$3,790,609$243,828 â–¼-6.0%41,6642.3%ACT
Tesla, Inc. stock logo
TSLA
Tesla
$3,581,402$584,757 â–²19.5%9,6342.2%Auto/Tires/Trucks
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,554,856$41,229 â–²1.2%10,5192.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,318,418$418,295 â–²14.4%11,2812.0%Finance
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$3,114,605$108,638 â–²3.6%53,2681.9%Consumer Staples
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$3,022,441$293,287 â–²10.7%64,8521.8%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,015,514$552,698 â–¼-15.5%8,9261.8%Computer and Technology
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$3,001,398$258,543 â–²9.4%299,2421.8%Finance
Ares Capital Corporation stock logo
ARCC
Ares Capital
$2,955,948$763,760 â–²34.8%164,0371.8%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,943,761$834,442 â–¼-22.1%9,5111.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,878,273$340,404 â–¼-10.6%5,0311.7%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,703,884$335,981 â–¼-11.1%16,3531.6%Consumer Staples
FIDELITY WISE ORIGIN BITCOIN
$2,603,282$2,603,282 â–²New Holding44,1011.6%SHS
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,444,879$205,367 â–¼-7.7%48,7031.5%Computer and Technology
GE VERNOVA INC
$2,422,229$228,693 â–¼-8.6%2,7751.5%COM
Jackson Financial Inc. stock logo
JXN
Jackson Financial
$2,275,855$35,522 â–²1.6%21,5271.4%Finance
PFFV
Global X Variable Rate Preferred ETF
$2,214,718$190,735 â–²9.4%101,4611.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,086,605$46,900 â–²2.3%2,2691.3%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,947,148$686,939 â–²54.5%11,4771.2%Energy
Nucor Corporation stock logo
NUE
Nucor
$1,897,152$193,960 â–²11.4%11,2191.1%Basic Materials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,824,973$50,761 â–¼-2.7%3,0201.1%Aerospace
Antero Midstream Corporation stock logo
AM
Antero Midstream
$1,800,906$69,608 â–¼-3.7%78,9871.1%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,778,779$171,675 â–²10.7%14,3091.1%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$1,757,333$1,109,610 â–¼-38.7%18,8371.1%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,736,860$112,627 â–²6.9%2,4521.0%Industrials
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$1,697,984$1,208,048 â–¼-41.6%13,8041.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,693,053$209,764 â–²14.1%2,8331.0%ETF
Enbridge Inc stock logo
ENB
Enbridge
$1,692,826$29,506 â–²1.8%31,2681.0%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$1,690,426$211,156 â–¼-11.1%18,7011.0%Energy
Invesco S&P SmallCap Information Technology ETF stock logo
PSCT
Invesco S&P SmallCap Information Technology ETF
$1,685,643$29,437 â–²1.8%28,0591.0%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,632,390$130,953 â–²8.7%12,4531.0%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$1,622,913$842 â–²0.1%57,7961.0%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,592,636$43,136 â–²2.8%1,8831.0%Finance
AT&T Inc. stock logo
T
AT&T
$1,535,275$121,265 â–¼-7.3%52,9590.9%Computer and Technology
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$1,511,940$195,941 â–²14.9%63,0500.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,501,331$153,330 â–²11.4%6,9030.9%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$1,489,138$111,889 â–²8.1%6,5880.9%Multi-Sector Conglomerates
General Motors Company stock logo
GM
General Motors
$1,479,811$1,479,811 â–²New Holding19,8630.9%Auto/Tires/Trucks
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,465,968$29,086 â–²2.0%11,1890.9%Industrials
ING Group, N.V. stock logo
ING
ING Group
$1,455,683$32,537 â–²2.3%55,8800.9%Finance
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$1,452,480$1,452,480 â–²New Holding9,9630.9%ETF
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$1,412,729$1,412,729 â–²New Holding12,9000.9%Retail/Wholesale
Newmont Corporation stock logo
NEM
Newmont
$1,410,329$89,959 â–¼-6.0%13,0280.9%Basic Materials
TIDAL TRUST II
$1,315,453$170,780 â–²14.9%94,0950.8%YIELDMAX GOLD MI
WALMART INC
$1,289,944$497 â–²0.0%10,3790.8%COM
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,278,417$122,444 â–²10.6%134,8540.8%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,236,825$56,416 â–²4.8%10,2820.7%Medical
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$1,221,385$32,753 â–²2.8%22,6730.7%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,198,324$1,377 â–²0.1%12,1810.7%Transportation
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$1,190,714$50,548 â–²4.4%25,6290.7%Finance
OGE Energy Corporation stock logo
OGE
OGE Energy
$1,188,791$68,152 â–²6.1%24,7870.7%Utilities
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,070,741$1,070,741 â–²New Holding29,1360.6%Medical
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$1,023,924$57,247 â–²5.9%22,9480.6%ETF
Exelon Corporation stock logo
EXC
Exelon
$850,572$7,353 â–²0.9%17,3520.5%Utilities
FirstEnergy Corporation stock logo
FE
FirstEnergy
$827,133$26,293 â–²3.3%16,3270.5%Utilities
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$826,334$355,452 â–¼-30.1%6,5860.5%Retail/Wholesale
Edison International stock logo
EIX
Edison International
$813,012$813,012 â–²New Holding11,1100.5%Utilities
DTE Energy Company stock logo
DTE
DTE Energy
$800,470$25,152 â–²3.2%5,4740.5%Utilities
GE Aerospace stock logo
GE
GE Aerospace
$792,744$36,601 â–²4.8%2,7940.5%Aerospace
PPL Corporation stock logo
PPL
PPL
$786,052$32,547 â–²4.3%20,5770.5%Utilities
ProShares Bitcoin ETF stock logo
BITO
ProShares Bitcoin ETF
$667,458$667,458 â–²New Holding71,6930.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$452,634$173,738 â–²62.3%6930.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$400,829$10,042 â–¼-2.4%1,3970.2%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$395,919$395,919 â–²New Holding11,7240.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$363,817$130,099 â–²55.7%12,4890.2%ETF
RTX Corporation stock logo
RTX
RTX
$357,791$1,157 â–²0.3%1,8550.2%Aerospace
Visa Inc. stock logo
V
Visa
$343,325$51,982 â–¼-13.1%1,1360.2%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$324,067$37,415 â–¼-10.4%4,9110.2%Consumer Staples
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$322,394$322,394 â–²New Holding13,0260.2%ETF
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$312,1900.0%6,6850.2%Finance
Amgen Inc. stock logo
AMGN
Amgen
$286,0540.0%8130.2%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$280,0030.0%2810.2%Retail/Wholesale
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$258,605$9,825 â–¼-3.7%2,7900.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$243,114$243,114 â–²New Holding5650.1%Finance
Humana Inc. stock logo
HUM
Humana
$229,9150.0%1,3260.1%Medical
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$228,084$228,084 â–²New Holding9,0870.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$223,476$1,623 â–¼-0.7%8260.1%Medical
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$221,2890.0%6020.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$209,016$209,016 â–²New Holding2,4120.1%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$204,278$204,278 â–²New Holding1,8060.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$202,917$66,900 â–¼-24.8%2,3810.1%Consumer Staples
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$201,557$201,557 â–²New Holding2,8720.1%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$200,545$200,545 â–²New Holding3,9840.1%Finance
ISHARES BITCOIN TRUST ETF
$0$2,710,820 â–¼-100.0%00.0%SHS BEN INT
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$1,452,622 â–¼-100.0%00.0%Computer and Technology
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$0$1,448,232 â–¼-100.0%00.0%Auto/Tires/Trucks
Deutsche Bank Aktiengesellschaft stock logo
DB
Deutsche Bank Aktiengesellschaft
$0$1,298,152 â–¼-100.0%00.0%Finance
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$0$935,044 â–¼-100.0%00.0%Finance
PALANTIR TECHNOLOGIES INC
$0$766,498 â–¼-100.0%00.0%CL A
PROSHARES TR
$0$306,560 â–¼-100.0%00.0%ETHER ETF

Showing largest 100 holdings. View all holdings.
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