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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
AMGN icon
76
Amgen
AMGN
$212B
$266K 0.17%
+813
New +$258K
SCHG icon
77
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$262K 0.17%
+8,023
New +$261K
CL icon
78
Colgate-Palmolive
CL
$74.2B
$250K 0.16%
+3,166
New +$248K
MGK icon
79
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$248K 0.16%
+3,010
New +$247K
GLDM icon
80
SPDR Gold MiniShares Trust
GLDM
$27.4B
$247K 0.16%
+2,896
New +$238K
COST icon
81
Costco
COST
$429B
$242K 0.15%
+281
New +$255K
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.