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LFG Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2044171 · latest 13F-HR filed 2026-06-11

Backtest portfolio

LFG Wealth Partners, LLC manages $165.8M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.51%), MSFT (5.72%), AAPL (5.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 7, added to 42, and trimmed 14.

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.

Filer Information
Address
2905 RING ROAD
ELIZABETHTOWN, KY 42701
Phone
(877) 573-2043
Filing Manager
LFG Wealth Partners, LLC
ELIZABETHTOWN, KY
Signatory
Jason Vander Pol
Chief Compliance Officer
Loading holdings…
AUM

$165.8M

Long-equity book

Holdings

89

Distinct positions

Period

2026-03-31

Filed 2026-06-11

Q/Q Activity

+15 / −7 / ↑42 / ↓14

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$1.1M +117.8%
  • APPLE INC$1.1M +12.6%
  • ENI SPA$990.3K +33.3%
  • TOTALENERGIES SE$889.6K +30.7%
  • ARES CAPITAL CORP$494.9K +20.1%
Show all 42 →

Top Trims

  • BROADCOM INC-$1.3M -30.3%
  • META PLATFORMS INC-$835.6K -22.5%
  • RIO TINTO PLC-$702.1K -28.5%
  • ISHARES INC-$598.8K -26.1%
  • ALIBABA GROUP HLDG LTD-$554.3K -40.2%
Show all 14 →

New Positions

  • FIDELITY WISE ORIGIN BITCOIN$2.6M
  • GENERAL MTRS CO$1.5M
  • VANGUARD INTL EQUITY INDEX F$1.5M
  • DOLLAR TREE INC$1.4M
  • NOVO-NORDISK A S$1.1M
Show all 15 →

Exited Positions

  • ISHARES BITCOIN TRUST ETF$2.7M
  • QUALCOMM INC$1.5M
  • HONDA MOTOR LTD$1.4M
  • DEUTSCHE BANK A G$1.3M
  • COINBASE GLOBAL INC$935.0K
Show all 7 →
All Holdings

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 $10.8M 6.51% 61,865 SH
2 MICROSOFT CORP MSFT 594918104 $9.5M 5.72% 25,640 SH
3 APPLE INC AAPL 037833100 $9.4M 5.68% 37,106 SH
4 ALPHABET INC GOOGL 02079K305 $8.0M 4.81% 27,721 SH
5 AMAZON COM INC AMZN 023135106 $6.8M 4.12% 32,803 SH
6 ENI SPA E 26874R108 $4.0M 2.39% 70,047 SH
7 TOTALENERGIES SE TTE F92124100 $3.8M 2.29% 41,664 SH
8 TESLA INC TSLA 88160R101 $3.6M 2.16% 9,634 SH
9 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.6M 2.14% 10,519 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $3.3M 2.00% 11,281 SH
11 BRITISH AMERN TOB PLC BTI 110448107 $3.1M 1.88% 53,268 SH
12 JANUS DETROIT STR TR JBBB 47103U753 $3.0M 1.82% 64,852 SH
13 MICRON TECHNOLOGY INC MU 595112103 $3.0M 1.82% 8,926 SH
14 AGNC INVT CORP AGNC 00123Q104 $3.0M 1.81% 299,242 SH
15 ARES CAPITAL CORP ARCC 04010L103 $3.0M 1.78% 164,037 SH
16 BROADCOM INC AVGO 11135F101 $2.9M 1.78% 9,511 SH
17 META PLATFORMS INC META 30303M102 $2.9M 1.74% 5,031 SH
18 PHILIP MORRIS INTL INC PM 718172109 $2.7M 1.63% 16,353 SH
19 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $2.6M 1.57% 44,101 SH
20 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.4M 1.47% 48,703 SH
21 GE VERNOVA INC GEV 36828A101 $2.4M 1.46% 2,775 SH
22 JACKSON FINANCIAL INC JXN 46817M107 $2.3M 1.37% 21,527 SH
23 GLOBAL X FDS PFFV 37954Y376 $2.2M 1.34% 101,461 SH
24 ELI LILLY & CO LLY 532457108 $2.1M 1.26% 2,269 SH
25 EXXON MOBIL CORP XOM 30231G102 $1.9M 1.17% 11,477 SH
26 NUCOR CORP NUE 670346105 $1.9M 1.14% 11,219 SH
27 LOCKHEED MARTIN CORP LMT 539830109 $1.8M 1.10% 3,020 SH
28 ANTERO MIDSTREAM CORP AM 03676B102 $1.8M 1.09% 78,987 SH
29 ISHARES TR IJR 464287804 $1.8M 1.07% 14,309 SH
30 RIO TINTO PLC RIO 767204100 $1.8M 1.06% 18,837 SH
31 CATERPILLAR INC CAT 149123101 $1.7M 1.05% 2,452 SH
32 ISHARES INC EWY 464286772 $1.7M 1.02% 13,804 SH
33 VANGUARD INDEX FDS VOO 922908363 $1.7M 1.02% 2,833 SH
34 ENBRIDGE INC ENB 29250N105 $1.7M 1.02% 31,268 SH
35 ONEOK INC NEW OKE 682680103 $1.7M 1.02% 18,701 SH
36 INVESCO EXCH TRADED FD TR II PSCT 46138E115 $1.7M 1.02% 28,059 SH
37 AMERICAN ELEC PWR CO INC AEP 025537101 $1.6M 0.98% 12,453 SH
38 PFIZER INC PFE 717081103 $1.6M 0.98% 57,796 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $1.6M 0.96% 1,883 SH
40 AT&T INC T 00206R102 $1.5M 0.93% 52,959 SH
41 INVESCO EXCH TRADED FD TR II VRP 46138G870 $1.5M 0.91% 63,050 SH
42 ABBVIE INC ABBV 00287Y109 $1.5M 0.91% 6,903 SH
43 HONEYWELL INTL INC HON 438516106 $1.5M 0.90% 6,588 SH
44 GENERAL MTRS CO GM 37045V100 $1.5M 0.89% 19,863 SH
45 EMERSON ELEC CO EMR 291011104 $1.5M 0.88% 11,189 SH
46 ING GROEP N.V. ING 456837103 $1.5M 0.88% 55,880 SH
47 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.5M 0.88% 9,963 SH
48 DOLLAR TREE INC DLTR 256746108 $1.4M 0.85% 12,900 SH
49 NEWMONT CORP NEM 651639106 $1.4M 0.85% 13,028 SH
50 TIDAL TRUST II GDXY 88634T881 $1.3M 0.79% 94,095 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-06-11 $165.8M 89 0002085853-26-000624
2025-12-31 2026-02-17 $156.9M 81 0002085853-26-000266