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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
NVDA icon
1
NVIDIA
NVDA
$4.77T
$10.6M 6.79%
+57,087
New +$10.6M
MSFT icon
2
Microsoft
MSFT
$2.92T
$9.53M 6.07%
+19,700
New +$9.87M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.08T
$8.44M 5.38%
+26,953
New +$7.7M
AAPL icon
4
Apple
AAPL
$4.99T
$8.37M 5.33%
+30,775
New +$8.26M
AMZN icon
5
Amazon
AMZN
$2.48T
$6.5M 4.14%
+28,165
New +$6.44M
AVGO icon
6
Broadcom
AVGO
$1.81T
$4.22M 2.69%
+12,207
New +$4.37M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$3.71M 2.37%
+5,626
New +$3.76M
TSLA icon
8
Tesla
TSLA
$1.21T
$3.63M 2.31%
+8,061
New +$3.57M
JPM icon
9
JPMorgan Chase
JPM
$950B
$3.18M 2.03%
+9,859
New +$3.05M
TSM icon
10
TSMC
TSM
$2.03T
$3.16M 2.01%
+10,397
New +$3.05M
MU icon
11
Micron Technology
MU
$927B
$3.01M 1.92%
+10,562
New +$2.42M
E icon
12
ENI
E
$72.9B
$2.98M 1.9%
+78,414
New +$2.88M
PM icon
13
Philip Morris
PM
$312B
$2.95M 1.88%
+18,385
New +$2.85M
AGNC icon
14
AGNC Investment
AGNC
$12.9B
$2.93M 1.87%
+273,465
New +$2.81M
BTI icon
15
British American Tobacco
BTI
$134B
$2.91M 1.86%
+51,410
New +$2.81M
TTE icon
16
TotalEnergies
TTE
$187B
$2.9M 1.85%
+44,344
New +$2.8M
JBBB icon
17
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
$2.79M 1.78%
+58,559
New +$2.8M
IBIT icon
18
iShares Bitcoin Trust
IBIT
$47.4B
$2.71M 1.73%
+54,599
New +$3.1M
ARCC icon
19
Ares Capital
ARCC
$13.7B
$2.46M 1.57%
+121,653
New +$2.45M
RIO icon
20
Rio Tinto
RIO
$149B
$2.46M 1.57%
+30,731
New +$2.21M
LLY icon
21
Eli Lilly
LLY
$1.09T
$2.38M 1.52%
+2,218
New +$2.12M
EWY icon
22
iShares MSCI South Korea ETF
EWY
$21.1B
$2.3M 1.46%
+23,625
New +$2.16M
JXN icon
23
Jackson Financial
JXN
$8.57B
$2.26M 1.44%
+21,191
New +$2.11M
VZ icon
24
Verizon
VZ
$201B
$2.15M 1.37%
+52,794
New +$2.14M
PFFV icon
25
Global X Variable Rate Preferred ETF
PFFV
$304M
$2.06M 1.31%
+92,723
New +$2.11M
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.