LFG Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2044171 · latest 13F-HR filed 2026-02-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$156.9M
Long-equity book
81
Distinct positions
2025-12-31
Filed 2026-02-17
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $10.6M | 6.79% | 57,087 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 6.07% | 19,700 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $8.4M | 5.38% | 26,953 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $8.4M | 5.33% | 30,775 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $6.5M | 4.14% | 28,165 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $4.2M | 2.69% | 12,207 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $3.7M | 2.37% | 5,626 | SH |
| 8 | TESLA INC | TSLA | 88160R101 | $3.6M | 2.31% | 8,061 | SH |
| 9 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $3.2M | 2.02% | 9,859 | SH |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $3.2M | 2.01% | 10,397 | SH |
| 11 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.0M | 1.92% | 10,562 | SH |
| 12 | ENI S P A | E | 26874R108 | $3.0M | 1.90% | 78,414 | SH |
| 13 | PHILIP MORRIS INTL INC | PM | 718172109 | $2.9M | 1.88% | 18,385 | SH |
| 14 | AGNC INVT CORP | AGNC | 00123Q104 | $2.9M | 1.87% | 273,465 | SH |
| 15 | BRITISH AMERN TOB PLC | BTI | 110448107 | $2.9M | 1.86% | 51,410 | SH |
| 16 | TOTALENERGIES SE | TTE | F92124100 | $2.9M | 1.85% | 44,344 | SH |
| 17 | JANUS DETROIT STR TR | JBBB | 47103U753 | $2.8M | 1.78% | 58,559 | SH |
| 18 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.7M | 1.73% | 54,599 | SH |
| 19 | ARES CAPITAL CORP | ARCC | 04010L103 | $2.5M | 1.57% | 121,653 | SH |
| 20 | RIO TINTO PLC | RIO | 767204100 | $2.5M | 1.57% | 30,731 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $2.4M | 1.52% | 2,218 | SH |
| 22 | ISHARES INC | EWY | 464286772 | $2.3M | 1.46% | 23,625 | SH |
| 23 | JACKSON FINANCIAL INC | JXN | 46817M107 | $2.3M | 1.44% | 21,191 | SH |
| 24 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.2M | 1.37% | 52,794 | SH |
| 25 | GLOBAL X FDS | PFFV | 37954Y376 | $2.1M | 1.31% | 92,723 | SH |
| 26 | GE VERNOVA INC | GEV | 36828A101 | $2.0M | 1.27% | 3,037 | SH |
| 27 | NUCOR CORP | NUE | 670346105 | $1.6M | 1.05% | 10,072 | SH |
| 28 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.6M | 1.03% | 1,832 | SH |
| 29 | INVESCO EXCH TRADED FD TR II | PSCT | 46138E115 | $1.6M | 0.99% | 27,569 | SH |
| 30 | VANGUARD INDEX FDS | VOO | 922908363 | $1.6M | 0.99% | 2,482 | SH |
| 31 | ISHARES TR | IJR | 464287804 | $1.6M | 0.99% | 12,928 | SH |
| 32 | ONEOK INC NEW | OKE | 682680103 | $1.5M | 0.99% | 21,037 | SH |
| 33 | ING GROEP N.V. | ING | 456837103 | $1.5M | 0.98% | 54,631 | SH |
| 34 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.5M | 0.96% | 3,104 | SH |
| 35 | ENBRIDGE INC | ENB | 29250N105 | $1.5M | 0.94% | 30,723 | SH |
| 36 | ANTERO MIDSTREAM CORP | AM | 03676B102 | $1.5M | 0.93% | 82,040 | SH |
| 37 | EMERSON ELEC CO | EMR | 291011104 | $1.5M | 0.93% | 10,967 | SH |
| 38 | QUALCOMM INC | QCOM | 747525103 | $1.5M | 0.93% | 8,492 | SH |
| 39 | HONDA MOTOR LTD | HMC | 438128308 | $1.4M | 0.92% | 49,126 | SH |
| 40 | PFIZER INC | PFE | 717081103 | $1.4M | 0.92% | 57,766 | SH |
| 41 | AT&T INC | T | 00206R102 | $1.4M | 0.90% | 57,142 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $1.4M | 0.90% | 6,198 | SH |
| 43 | NEWMONT CORP | NEM | 651639106 | $1.4M | 0.88% | 13,859 | SH |
| 44 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $1.4M | 0.88% | 9,419 | SH |
| 45 | INVESCO EXCH TRADED FD TR II | VRP | 46138G870 | $1.3M | 0.85% | 54,879 | SH |
| 46 | RITHM CAPITAL CORP | RITM | 64828T201 | $1.3M | 0.85% | 121,938 | SH |
| 47 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $1.3M | 0.84% | 11,454 | SH |
| 48 | CATERPILLAR INC | CAT | 149123101 | $1.3M | 0.84% | 2,293 | SH |
| 49 | TIDAL TRUST II | GDXY | 88634T881 | $1.3M | 0.84% | 81,879 | SH |
| 50 | DEUTSCHE BANK A G | DB | D18190898 | $1.3M | 0.83% | 33,666 | SH |