LFG Wealth Partners

ELIZABETHTOWN, KYfiles as LFG Wealth Partners, LLC

$213m in 98 US stocks at the end of 30 June 2026. The top 10 are 40.4% of the money. It changed about 23.0% of the portfolio this quarter.

Value

$213m

Stocks

Top 10 share

40.4%

Turnover

23.0%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
2.2% of the fund
Tidal Trust IINVDY
1.7% of the fund
Hewlett Packard EnterpriseHPE
1.6% of the fund
Cisco SystemsCSCO
1.0% of the fund
CamecoCCJ
0.9% of the fund
HCA HealthcareHCA
0.9% of the fund
Agilent TechnologiesA
0.8% of the fund
Cigna GroupCI
0.8% of the fund
SalesforceCRM
0.8% of the fund
OracleORCL
0.7% of the fund
Space Exploration TechnologiesSPCX
0.5% of the fund
Tidal Trust IITSMY
0.5% of the fund
Honeywell InternationalHON
0.4% of the fund
Honeywell AerospaceHONA
0.4% of the fund
Blackrock ETF Trust IICLOA
0.2% of the fund
Ishares TRIJH
0.2% of the fund
Ishares TRIWF
0.1% of the fund
State STR Spdr S&P 500 ETF TSPY
0.1% of the fund
First TR Exchange-Traded FDCIBR
0.1% of the fund
Ishares TRTLT
0.1% of the fund
Vanguard Tax-Managed FDSVEA
0.1% of the fund
Invesco Actively Managed EXCVRIG
0.1% of the fund
First TR Exchange-Traded FDFPX
0.1% of the fund
J P Morgan Exchange Traded FBBIB
0.1% of the fund
Vanguard Scottsdale FDSVCIT
0.1% of the fund

Added

Bought more of a stock they already held.

AlphabetGOOGL
6.0% of the fund
+28%
Amazon.comAMZN
5.4% of the fund
+47%
AppleAAPL
5.3% of the fund
+6%
MicrosoftMSFT
4.9% of the fund
+9%
Taiwan Semiconductor ManufacturingTSM
2.7% of the fund
+15%
TeslaTSLA
2.2% of the fund
+17%
JPMorgan ChaseJPM
1.9% of the fund
+12%
BroadcomAVGO
1.9% of the fund
+15%
British American Tobacco p.l.c.BTI
1.8% of the fund
+18%
AGNC InvestmentAGNC
1.8% of the fund
+18%
Ares CapitalARCC
1.7% of the fund
+19%
Eli LillyLLY
1.5% of the fund
+17%
NucorNUE
1.5% of the fund
+26%
Meta PlatformsMETA
1.4% of the fund
+7%
IsharesEWY
1.4% of the fund
+8%
CaterpillarCAT
1.3% of the fund
+9%
Global X FDSPFFV
1.3% of the fund
+26%
Goldman Sachs GroupGS
1.2% of the fund
+40%
Fidelity Wise Origin BitcoinFBTC
1.2% of the fund
+18%
Vanguard Index FDSVOO
1.2% of the fund
+36%
Ishares TRIJR
1.2% of the fund
+20%
Verizon CommunicationsVZ
1.1% of the fund
+14%
Rio TintoRIO
1.0% of the fund
+18%
Antero MidstreamAM
1.0% of the fund
+15%
Emerson ElectricEMR
0.9% of the fund
+25%

Cut

Sold some of their stake.

NvidiaNVDA
5.5% of the fund
-6%
Micron TechnologyMU
4.3% of the fund
-11%
ENI SPAE
1.5% of the fund
-4%
GE VernovaGEV
1.3% of the fund
-14%
TotalEnergies SETTE
1.3% of the fund
-17%
Jackson FinancialJXN
0.9% of the fund
-12%
American Electric PowerAEP
0.5% of the fund
-35%
Schwab Strategic TRSCHF
0.1% of the fund
-15%
Schwab Strategic TRSCHG
0.1% of the fund
-36%
Philip Morris InternationalPM
0.1% of the fund
-91%
General ElectricGE
0.1% of the fund
-79%

Sold out

Sold their entire stake.

Janus Detroit STR TRJBBB
-100%
ExxonMobil HoldingsXOM
-100%
Lockheed MartinLMT
-100%
OneokOKE
-100%
Invesco Exch Traded FD TR IIVRP
-100%
Honeywell InternationalHON
-100%
ING Groep NVING
-100%
Dollar TreeDLTR
-100%
NewmontNEM
-100%
Tidal Trust IIGDXY
-100%
Novo Nordisk A SNVO
-100%
Alibaba Group HldgBABA
-100%
Proshares TRBITO
-100%
HumanaHUM
-100%
Schwab Strategic TRSCHB
-100%
Ishares TRIVW
-100%
Colgate-PalmoliveCL
-100%
Ishares TRDGRO
-100%
Wisdomtree TRUSFR
-100%

Holdings

AlphabetGOOGL
Share
6.0%
Value
$13m
Shares
35,554
+28%
NvidiaNVDA
Share
5.5%
Value
$12m
Shares
58,364
-6%
Amazon.comAMZN
Share
5.4%
Value
$12m
Shares
48,330
+47%
AppleAAPL
Share
5.3%
Value
$11m
Shares
39,303
+6%
MicrosoftMSFT
Share
4.9%
Value
$10m
Shares
27,977
+9%
Micron TechnologyMU
Share
4.3%
Value
$9m
Shares
7,960
-11%
Taiwan Semiconductor ManufacturingTSM
Share
2.7%
Value
$6m
Shares
12,066
+15%
TeslaTSLA
Share
2.2%
Value
$5m
Shares
11,230
+17%
Advanced Micro DevicesAMD
Share
2.2%
Value
$5m
Shares
7,958
New
JPMorgan ChaseJPM
Share
1.9%
Value
$4m
Shares
12,635
+12%
BroadcomAVGO
Share
1.9%
Value
$4m
Shares
10,908
+15%
British American Tobacco p.l.c.BTI
Share
1.8%
Value
$4m
Shares
62,728
+18%
AGNC InvestmentAGNC
Share
1.8%
Value
$4m
Shares
354,210
+18%
Ares CapitalARCC
Share
1.7%
Value
$4m
Shares
195,003
+19%
Tidal Trust IINVDY
Share
1.7%
Value
$4m
Shares
283,793
New
Hewlett Packard EnterpriseHPE
Share
1.6%
Value
$3m
Shares
74,533
New
Eli LillyLLY
Share
1.5%
Value
$3m
Shares
2,647
+17%
ENI SPAE
Share
1.5%
Value
$3m
Shares
67,040
-4%
NucorNUE
Share
1.5%
Value
$3m
Shares
14,089
+26%
Meta PlatformsMETA
Share
1.4%
Value
$3m
Shares
5,398
+7%
IsharesEWY
Share
1.4%
Value
$3m
Shares
14,940
+8%
CaterpillarCAT
Share
1.3%
Value
$3m
Shares
2,669
+9%
Global X FDSPFFV
Share
1.3%
Value
$3m
Shares
128,172
+26%
GE VernovaGEV
Share
1.3%
Value
$3m
Shares
2,382
-14%
TotalEnergies SETTE
Share
1.3%
Value
$3m
Shares
34,600
-17%
Goldman Sachs GroupGS
Share
1.2%
Value
$3m
Shares
2,627
+40%
Fidelity Wise Origin BitcoinFBTC
Share
1.2%
Value
$3m
Shares
51,869
+18%
Vanguard Index FDSVOO
Share
1.2%
Value
$3m
Shares
3,849
+36%
Invesco Exch Traded FD TR IIPSCT
Share
1.2%
Value
$3m
Shares
27,527
Held
Ishares TRIJR
Share
1.2%
Value
$3m
Shares
17,105
+20%
Verizon CommunicationsVZ
Share
1.1%
Value
$2m
Shares
55,530
+14%
Rio TintoRIO
Share
1.0%
Value
$2m
Shares
22,153
+18%
Antero MidstreamAM
Share
1.0%
Value
$2m
Shares
90,838
+15%
Cisco SystemsCSCO
Share
1.0%
Value
$2m
Shares
17,558
New
Emerson ElectricEMR
Share
0.9%
Value
$2m
Shares
13,948
+25%
AbbVieABBV
Share
0.9%
Value
$2m
Shares
7,864
+14%
CamecoCCJ
Share
0.9%
Value
$2m
Shares
19,171
New
Jackson FinancialJXN
Share
0.9%
Value
$2m
Shares
18,841
-12%
HCA HealthcareHCA
Share
0.9%
Value
$2m
Shares
4,818
New
EnbridgeENB
Share
0.9%
Value
$2m
Shares
34,310
+10%
Rithm CapitalRITM
Share
0.9%
Value
$2m
Shares
197,575
+47%
General MotorsGM
Share
0.9%
Value
$2m
Shares
24,051
+21%
Vanguard Intl Equity Index FVSS
Share
0.8%
Value
$2m
Shares
11,622
+17%
Agilent TechnologiesA
Share
0.8%
Value
$2m
Shares
13,176
New
Cigna GroupCI
Share
0.8%
Value
$2m
Shares
6,150
New
SalesforceCRM
Share
0.8%
Value
$2m
Shares
10,397
New
Fifth Third BancorpFITB
Share
0.8%
Value
$2m
Shares
28,785
+12%
MerckMRK
Share
0.8%
Value
$2m
Shares
12,471
+21%
PfizerPFE
Share
0.7%
Value
$2m
Shares
65,762
+14%
OracleORCL
Share
0.7%
Value
$2m
Shares
10,390
New
OGE EnergyOGE
Share
0.7%
Value
$1m
Shares
29,101
+17%
Global X FDSMLPA
Share
0.7%
Value
$1m
Shares
26,477
+17%
AT&TT
Share
0.7%
Value
$1m
Shares
67,806
+28%
United Parcel ServiceUPS
Share
0.6%
Value
$1m
Shares
12,131
Held
Etfs Gold TRSGOL
Share
0.6%
Value
$1m
Shares
33,448
+46%
WalmartWMT
Share
0.6%
Value
$1m
Shares
10,501
Held
Space Exploration TechnologiesSPCX
Share
0.5%
Value
$1m
Shares
6,738
New
American Electric PowerAEP
Share
0.5%
Value
$1m
Shares
8,107
-35%
Edison InternationalEIX
Share
0.5%
Value
$1m
Shares
14,424
+30%
Tidal Trust IITSMY
Share
0.5%
Value
$1m
Shares
56,813
New
ExelonEXC
Share
0.5%
Value
$1m
Shares
21,476
+24%
DTE EnergyDTE
Share
0.5%
Value
$978,557
Shares
6,422
+17%
PPLPPL
Share
0.5%
Value
$960,580
Shares
26,426
+28%
FirstenergyFE
Share
0.4%
Value
$949,283
Shares
19,968
+22%
AlphabetGOOG
Share
0.4%
Value
$857,817
Shares
2,428
+74%
Honeywell InternationalHON
Share
0.4%
Value
$760,765
Shares
3,398
New
Honeywell AerospaceHONA
Share
0.4%
Value
$751,184
Shares
3,398
New
Ishares TRIVV
Share
0.2%
Value
$515,773
Shares
689
Held
Blackrock ETF Trust IICLOA
Share
0.2%
Value
$512,259
Shares
9,868
New
First TR Exchng Traded FD VIBUFR
Share
0.2%
Value
$428,278
Shares
11,724
Held
VisaV
Share
0.2%
Value
$420,943
Shares
1,227
+8%
Ishares TRIXUS
Share
0.2%
Value
$386,039
Shares
4,045
+68%
Altria GroupMO
Share
0.2%
Value
$357,331
Shares
4,966
Held
RTXRTX
Share
0.2%
Value
$355,042
Shares
1,871
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$354,643
Shares
853
+3%
Ishares TRIJH
Share
0.2%
Value
$329,796
Shares
4,277
New
Ishares TRIWF
Share
0.1%
Value
$314,924
Shares
2,536
New
Schwab Strategic TRSCHF
Share
0.1%
Value
$305,393
Shares
11,025
-15%
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$303,189
Shares
406
New
AmgenAMGN
Share
0.1%
Value
$295,498
Shares
816
Held
First TR Exchange-Traded FDCIBR
Share
0.1%
Value
$290,003
Shares
3,228
New
Ishares TRTLT
Share
0.1%
Value
$290,003
Shares
3,356
New
Costco WholesaleCOST
Share
0.1%
Value
$282,524
Shares
302
+7%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$279,697
Shares
3,926
New
Schwab Strategic TRSCHG
Share
0.1%
Value
$272,130
Shares
8,042
-36%
Philip Morris InternationalPM
Share
0.1%
Value
$270,061
Shares
1,493
-91%
Ishares Gold Trust MicroIAUM
Share
0.1%
Value
$267,467
Shares
6,685
Held
Vanguard World FDMGK
Share
0.1%
Value
$264,972
Shares
3,014
Held
Invesco Actively Managed EXCVRIG
Share
0.1%
Value
$262,269
Shares
10,461
New
First TR Exchange-Traded FDFPX
Share
0.1%
Value
$247,423
Shares
1,200
New
J P Morgan Exchange Traded FBBIB
Share
0.1%
Value
$241,323
Shares
2,468
New
Vanguard Scottsdale FDSVCIT
Share
0.1%
Value
$229,455
Shares
2,776
New
World Gold TRGLDM
Share
0.1%
Value
$221,582
Shares
2,790
Held
IsharesIEMG
Share
0.1%
Value
$218,532
Shares
2,638
New
General ElectricGE
Share
0.1%
Value
$218,472
Shares
585
-79%
Spdr Gold TRGLD
Share
0.1%
Value
$218,449
Shares
593
+5%
Ishares TRGOVT
Share
0.1%
Value
$213,301
Shares
9,364
New
Spdr Series TrustBIL
Share
<0.1%
Value
$208,018
Shares
2,270
New

Company	Share of fund	Value	Shares	Change
AlphabetGOOGL	6.0%	$13m	35,554	+28%
NvidiaNVDA	5.5%	$12m	58,364	-6%
Amazon.comAMZN	5.4%	$12m	48,330	+47%
AppleAAPL	5.3%	$11m	39,303	+6%
MicrosoftMSFT	4.9%	$10m	27,977	+9%
Micron TechnologyMU	4.3%	$9m	7,960	-11%
Taiwan Semiconductor ManufacturingTSM	2.7%	$6m	12,066	+15%
TeslaTSLA	2.2%	$5m	11,230	+17%
Advanced Micro DevicesAMD	2.2%	$5m	7,958	New
JPMorgan ChaseJPM	1.9%	$4m	12,635	+12%
BroadcomAVGO	1.9%	$4m	10,908	+15%
British American Tobacco p.l.c.BTI	1.8%	$4m	62,728	+18%
AGNC InvestmentAGNC	1.8%	$4m	354,210	+18%
Ares CapitalARCC	1.7%	$4m	195,003	+19%
Tidal Trust IINVDY	1.7%	$4m	283,793	New
Hewlett Packard EnterpriseHPE	1.6%	$3m	74,533	New
Eli LillyLLY	1.5%	$3m	2,647	+17%
ENI SPAE	1.5%	$3m	67,040	-4%
NucorNUE	1.5%	$3m	14,089	+26%
Meta PlatformsMETA	1.4%	$3m	5,398	+7%
IsharesEWY	1.4%	$3m	14,940	+8%
CaterpillarCAT	1.3%	$3m	2,669	+9%
Global X FDSPFFV	1.3%	$3m	128,172	+26%
GE VernovaGEV	1.3%	$3m	2,382	-14%
TotalEnergies SETTE	1.3%	$3m	34,600	-17%
Goldman Sachs GroupGS	1.2%	$3m	2,627	+40%
Fidelity Wise Origin BitcoinFBTC	1.2%	$3m	51,869	+18%
Vanguard Index FDSVOO	1.2%	$3m	3,849	+36%
Invesco Exch Traded FD TR IIPSCT	1.2%	$3m	27,527	Held
Ishares TRIJR	1.2%	$3m	17,105	+20%
Verizon CommunicationsVZ	1.1%	$2m	55,530	+14%
Rio TintoRIO	1.0%	$2m	22,153	+18%
Antero MidstreamAM	1.0%	$2m	90,838	+15%
Cisco SystemsCSCO	1.0%	$2m	17,558	New
Emerson ElectricEMR	0.9%	$2m	13,948	+25%
AbbVieABBV	0.9%	$2m	7,864	+14%
CamecoCCJ	0.9%	$2m	19,171	New
Jackson FinancialJXN	0.9%	$2m	18,841	-12%
HCA HealthcareHCA	0.9%	$2m	4,818	New
EnbridgeENB	0.9%	$2m	34,310	+10%
Rithm CapitalRITM	0.9%	$2m	197,575	+47%
General MotorsGM	0.9%	$2m	24,051	+21%
Vanguard Intl Equity Index FVSS	0.8%	$2m	11,622	+17%
Agilent TechnologiesA	0.8%	$2m	13,176	New
Cigna GroupCI	0.8%	$2m	6,150	New
SalesforceCRM	0.8%	$2m	10,397	New
Fifth Third BancorpFITB	0.8%	$2m	28,785	+12%
MerckMRK	0.8%	$2m	12,471	+21%
PfizerPFE	0.7%	$2m	65,762	+14%
OracleORCL	0.7%	$2m	10,390	New
OGE EnergyOGE	0.7%	$1m	29,101	+17%
Global X FDSMLPA	0.7%	$1m	26,477	+17%
AT&TT	0.7%	$1m	67,806	+28%
United Parcel ServiceUPS	0.6%	$1m	12,131	Held
Etfs Gold TRSGOL	0.6%	$1m	33,448	+46%
WalmartWMT	0.6%	$1m	10,501	Held
Space Exploration TechnologiesSPCX	0.5%	$1m	6,738	New
American Electric PowerAEP	0.5%	$1m	8,107	-35%
Edison InternationalEIX	0.5%	$1m	14,424	+30%
Tidal Trust IITSMY	0.5%	$1m	56,813	New
ExelonEXC	0.5%	$1m	21,476	+24%
DTE EnergyDTE	0.5%	$978,557	6,422	+17%
PPLPPL	0.5%	$960,580	26,426	+28%
FirstenergyFE	0.4%	$949,283	19,968	+22%
AlphabetGOOG	0.4%	$857,817	2,428	+74%
Honeywell InternationalHON	0.4%	$760,765	3,398	New
Honeywell AerospaceHONA	0.4%	$751,184	3,398	New
Ishares TRIVV	0.2%	$515,773	689	Held
Blackrock ETF Trust IICLOA	0.2%	$512,259	9,868	New
First TR Exchng Traded FD VIBUFR	0.2%	$428,278	11,724	Held
VisaV	0.2%	$420,943	1,227	+8%
Ishares TRIXUS	0.2%	$386,039	4,045	+68%
Altria GroupMO	0.2%	$357,331	4,966	Held
RTXRTX	0.2%	$355,042	1,871	Held
UnitedHealth GroupUNH	0.2%	$354,643	853	+3%
Ishares TRIJH	0.2%	$329,796	4,277	New
Ishares TRIWF	0.1%	$314,924	2,536	New
Schwab Strategic TRSCHF	0.1%	$305,393	11,025	-15%
State STR Spdr S&P 500 ETF TSPY	0.1%	$303,189	406	New
AmgenAMGN	0.1%	$295,498	816	Held
First TR Exchange-Traded FDCIBR	0.1%	$290,003	3,228	New
Ishares TRTLT	0.1%	$290,003	3,356	New
Costco WholesaleCOST	0.1%	$282,524	302	+7%
Vanguard Tax-Managed FDSVEA	0.1%	$279,697	3,926	New
Schwab Strategic TRSCHG	0.1%	$272,130	8,042	-36%
Philip Morris InternationalPM	0.1%	$270,061	1,493	-91%
Ishares Gold Trust MicroIAUM	0.1%	$267,467	6,685	Held
Vanguard World FDMGK	0.1%	$264,972	3,014	Held
Invesco Actively Managed EXCVRIG	0.1%	$262,269	10,461	New
First TR Exchange-Traded FDFPX	0.1%	$247,423	1,200	New
J P Morgan Exchange Traded FBBIB	0.1%	$241,323	2,468	New
Vanguard Scottsdale FDSVCIT	0.1%	$229,455	2,776	New
World Gold TRGLDM	0.1%	$221,582	2,790	Held
IsharesIEMG	0.1%	$218,532	2,638	New
General ElectricGE	0.1%	$218,472	585	-79%
Spdr Gold TRGLD	0.1%	$218,449	593	+5%
Ishares TRGOVT	0.1%	$213,301	9,364	New
Spdr Series TrustBIL	<0.1%	$208,018	2,270	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 36.0% since 31 December 2025.

Where the money is

Technology31.4%

Media & telecom9.5%

Retail & consumer8.5%

Financial services6.9%

Health care6.7%

Industrials5.2%

Energy4.6%

Utilities3.5%

Materials3.4%

Everyday goods2.8%

Real estate0.9%

Other16.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.