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LWP
LFG Wealth Partners Portfolio holdings
AUM
$166M
This Fund
S&P 500
This Quarter
Est. Return
+5.22%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
98.39%
Top 10 Holdings %
Top 10 Hldgs %
39.13%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$10.6M |
| 2 |
Microsoft
MSFT
|
+$9.87M |
| 3 |
Apple
AAPL
|
+$8.26M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.7M |
| 5 |
Amazon
AMZN
|
+$6.44M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.24% |
| 2 | Communication Services | 10.31% |
| 3 | Financials | 9.48% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Energy | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Vernova
GEV
$251B
| $1.99M | 1.27% |
+3,037
| New | +$1.85M |
|
27
Nucor
NUE
$60.5B
| $1.64M | 1.05% |
+10,072
| New | +$1.51M |
|
28
Goldman Sachs
GS
$305B
| $1.61M | 1.03% |
+1,832
| New | +$1.49M |
|
29
Invesco S&P SmallCap Information Technology ETF
PSCT
$485M
| $1.56M | 0.99% |
+27,569
| New | +$1.57M |
|
30
Vanguard S&P 500 ETF
VOO
$971B
| $1.56M | 0.99% |
+2,482
| New | +$1.54M |
|
31
iShares Core S&P Small-Cap ETF
IJR
$110B
| $1.55M | 0.99% |
+12,928
| New | +$1.55M |
|
32
Oneok
OKE
$55.9B
| $1.55M | 0.99% |
+21,037
| New | +$1.49M |
|
33
ING
ING
$95.1B
| $1.53M | 0.98% |
+54,631
| New | +$1.41M |
|
34
Lockheed Martin
LMT
$134B
| $1.5M | 0.96% |
+3,104
| New | +$1.49M |
|
35
Enbridge
ENB
$121B
| $1.47M | 0.94% |
+30,723
| New | +$1.47M |
|
36
Antero Midstream
AM
$10.3B
| $1.46M | 0.93% |
+82,040
| New | +$1.48M |
|
37
Emerson Electric
EMR
$85B
| $1.46M | 0.93% |
+10,967
| New | +$1.45M |
|
38
Qualcomm
QCOM
$172B
| $1.45M | 0.93% |
+8,492
| New | +$1.46M |
|
39
Honda
HMC
$39.3B
| $1.45M | 0.92% |
+49,126
| New | +$1.49M |
|
40
Pfizer
PFE
$144B
| $1.44M | 0.92% |
+57,766
| New | +$1.46M |
|
41
AT&T
T
$169B
| $1.42M | 0.9% |
+57,142
| New | +$1.45M |
|
42
AbbVie
ABBV
$465B
| $1.42M | 0.9% |
+6,198
| New | +$1.41M |
|
43
Newmont
NEM
$96.4B
| $1.38M | 0.88% |
+13,859
| New | +$1.25M |
|
44
Alibaba
BABA
$276B
| $1.38M | 0.88% |
+9,419
| New | +$1.53M |
|
45
Invesco Variable Rate Preferred ETF
VRP
$2.99B
| $1.34M | 0.85% |
+54,879
| New | +$1.35M |
|
46
Rithm Capital
RITM
$5.46B
| $1.33M | 0.85% |
+121,938
| New | +$1.35M |
|
47
American Electric Power
AEP
$72.4B
| $1.32M | 0.84% |
+11,454
| New | +$1.35M |
|
48
Caterpillar
CAT
$387B
| $1.31M | 0.84% |
+2,293
| New | +$1.27M |
|
|
GDXY
49
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$201M
| $1.31M | 0.84% |
+81,879
| New | +$1.33M |
|
50
Deutsche Bank
DB
$67.6B
| $1.3M | 0.83% |
+33,666
| New | +$1.21M |
|
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LFG Wealth Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for LFG Wealth Partners, which disclosed 81 positions worth $157M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is NVIDIA: 57,087 shares worth $10.6M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, followed by Communication Services and Financials.
- LFG Wealth Partners's largest Q4 2025 buy was NVIDIA: 57,087 shares worth $10.6M.
- LFG Wealth Partners's ten largest holdings make up 39% of its $157M portfolio in Q4 2025.
- LFG Wealth Partners disclosed 81 positions in Q4 2025, its first 13F filing on record.
Based on LFG Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.