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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 %
98.39%
Top 10 Hldgs %
39.13%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10.6M
2
MSFT icon
Microsoft
MSFT
+$9.87M
3
AAPL icon
Apple
AAPL
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.7M
5
AMZN icon
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
UPS icon
51
United Parcel Service
UPS
$89.6B
$1.21M 0.77%
+12,167
New +$1.14M
HON icon
52
Honeywell
HON
$77.2B
$1.19M 0.76%
+6,093
New +$1.19M
WMT icon
53
Walmart Inc
WMT
$910B
$1.16M 0.74%
+10,375
New +$1.11M
FITB
54
Fifth Third Bancorp
FITB
$51.8B
$1.15M 0.73%
+24,541
New +$1.08M
MLPA icon
55
Global X MLP ETF
MLPA
$2.27B
$1.07M 0.68%
+22,065
New +$1.06M
MRK icon
56
Merck
MRK
$324B
$1.03M 0.66%
+9,813
New +$921K
OGE icon
57
OGE Energy
OGE
$9.97B
$998K 0.64%
+23,366
New +$1.04M
COIN icon
58
Coinbase
COIN
$43.8B
$935K 0.6%
+4,135
New +$1.23M
XOM icon
59
ExxonMobil
XOM
$648B
$894K 0.57%
+7,428
New +$862K
SGOL icon
60
abrdn Physical Gold Shares ETF
SGOL
$6.96B
$890K 0.57%
+21,665
New +$857K
GE icon
61
GE Aerospace
GE
$369B
$821K 0.52%
+2,665
New +$802K
PLTR icon
62
Palantir
PLTR
$301B
$766K 0.49%
+4,312
New +$781K
EXC icon
63
Exelon
EXC
$48.1B
$750K 0.48%
+17,202
New +$785K
FE icon
64
FirstEnergy
FE
$28.7B
$708K 0.45%
+15,808
New +$726K
PPL
65
PPL Corp
PPL
$27.3B
$691K 0.44%
+19,725
New +$711K
DTE icon
66
DTE Energy
DTE
$30B
$684K 0.44%
+5,302
New +$720K
V icon
67
Visa
V
$701B
$459K 0.29%
+1,308
New +$446K
GOOG icon
68
Alphabet (Google) Class C
GOOG
$4.13T
$449K 0.29%
+1,432
New +$410K
HUM icon
69
Humana
HUM
$43.4B
$340K 0.22%
+1,326
New +$348K
RTX icon
70
RTX Corp
RTX
$295B
$339K 0.22%
+1,849
New +$321K
MO icon
71
Altria Group
MO
$126B
$316K 0.2%
+5,478
New +$331K
EETH icon
72
ProShares Ether Strategy ETF
EETH
$55.8M
$307K 0.2%
+8,241
New +$412K
IVV icon
73
iShares Core S&P 500 ETF
IVV
$868B
$292K 0.19%
+427
New +$290K
IAUM icon
74
iShares Gold Trust Micro
IAUM
$6.4B
$287K 0.18%
+6,685
New +$277K
UNH icon
75
UnitedHealth
UNH
$384B
$275K 0.18%
+832
New +$282K
1 2
3
4

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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.