LW
LFG Wealth Partners, LLC
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$156.9M
Reporting period: 2025-12-31 · Number of holdings: 81
LFG Wealth Partners, LLC disclosed 81 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $156.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 10.19
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 74.15
- Diversification
- 100
- Sizing Uniformity
- 89.62
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.79% | — | — | — |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.07% | — | — | — |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.38% | — | — | — |
| 4 | AAPL | Apple INC | Stock-Tech | 5.33% | — | — | — |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.14% | — | — | — |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.69% | — | — | — |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | — | — | — |
| 8 | TSLA | Tesla INC | Stock-Consumer Disc | 2.31% | — | — | — |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | — | — | — |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.01% | — | — | — |
| 11 | MU | Micron Technology INC | Stock-Tech | 1.92% | — | — | — |
| 12 | E | Eni Spa-sponsored Adr | Stock-Energy | 1.90% | — | — | — |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 1.88% | — | — | — |
| 14 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.87% | — | — | — |
| 15 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.86% | — | — | — |
| 16 | ✓ | Totalenergies Se | Stock-Other | 1.85% | — | — | — |
| 17 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.78% | — | — | — |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.73% | — | — | — |
| 19 | ARCC | Ares Capital CORP | Stock-Financials | 1.57% | — | — | — |
| 20 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.57% | — | — | — |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | — | — | — |
| 22 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.46% | — | — | — |
| 23 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.44% | — | — | — |
| 24 | VZ | Verizon Communications INC | Stock-Comm Services | 1.37% | — | — | — |
| 25 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.31% | — | — | — |
| 26 | GEV | GE Vernova INC | Stock-Industrials | 1.27% | — | — | — |
| 27 | NUE | Nucor CORP | Stock-Materials | 1.05% | — | — | — |
| 28 | GS | Goldman Sachs Group INC | Stock-Financials | 1.03% | — | — | — |
| 29 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 0.99% | — | — | — |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | — | — | — |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | — | — | — |
| 32 | OKE | Oneok INC | Stock-Energy | 0.99% | — | — | — |
| 33 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.98% | — | — | — |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | — | — | — |
| 35 | ENB | Enbridge INC | Stock-Energy | 0.94% | — | — | — |
| 36 | AM | Antero Midstream CORP | Stock-Energy | 0.93% | — | — | — |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.93% | — | — | — |
| 38 | QCOM | Qualcomm INC | Stock-Tech | 0.93% | — | — | — |
| 39 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.92% | — | — | — |
| 40 | PFE | Pfizer INC | Stock-Healthcare | 0.92% | — | — | — |
| 41 | T | At&t INC | Stock-Comm Services | 0.90% | — | — | — |
| 42 | ABBV | Abbvie INC | Stock-Healthcare | 0.90% | — | — | — |
| 43 | NEM | Newmont CORP | Stock-Materials | 0.88% | — | — | — |
| 44 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.88% | — | — | — |
| 45 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.85% | — | — | — |
| 46 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.85% | — | — | — |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.84% | — | — | — |
| 48 | CAT | Caterpillar INC | Stock-Industrials | 0.84% | — | — | — |
| 49 | GDXY | Yldmax Gold Min Op In St ETF | ETF-Commodities | 0.84% | — | — | — |
| 50 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.83% | — | — | — |
1–50 of 81
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is LFG Wealth Partners, LLC and what type of investor is it?
LFG Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $156.9M, spread across 81 disclosed positions.
What are LFG Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, LFG Wealth Partners, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $10.6M (6.8%)
2. Microsoft CORP (MSFT) — $9.5M (6.1%)
3. Alphabet Inc-cl A (GOOGL) — $8.4M (5.4%)
4. Apple INC (AAPL) — $8.4M (5.3%)
5. Amazon.com INC (AMZN) — $6.5M (4.1%)
What changes did LFG Wealth Partners, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for LFG Wealth Partners, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does LFG Wealth Partners, LLC focus on?
LFG Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 43.0%
• Communication Services: 16.9%
• Consumer Discretionary: 12.0%
• Industrials: 8.7%
• Health Care: 7.5%
• Financials: 6.5%
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