LFG Wealth Partners, LLC reported 71 positions worth $208.21M for the quarter ended Sep 30, 2026, up 13.2% on the prior quarter. It opened 12 new positions, added to 43, trimmed 14 and exited 9. Its largest holding is Microsoft Corp at 7.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | +8,053 | – | $2.13M | 1.02% |
| UBER Uber Technologies, Inc | +30.9K | – | $2.12M | 1.02% |
| NFLX Netflix Inc | +28.3K | – | $1.97M | 0.944% |
| NOC Northrop Grumman Corp | +3,958 | – | $1.91M | 0.919% |
| KLAC Kla Corp | +9,581 | – | $1.87M | 0.897% |
| OKE Oneok Inc | +21.1K | – | $1.80M | 0.865% |
| INTC Intel Corp | +11.6K | – | $1.40M | 0.67% |
| NVDA Nvidia Corp | +6,042 | +10.4% | $1.38M | 7.06% |
| PLTR Palantir Technologies Inc. | +6,244 | – | $1.17M | 0.561% |
| PPL PPL Corp | +35.4K | +134.1% | $1.17M | 0.977% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -3,185 | -40.0% | $1.95M | 1.4% |
| EMR Emerson Electric Co | -12.5K | -89.4% | $1.93M | 0.111% |
| ENB Enbridge Inc | -34.3K | -100.0% | $1.86M | Exited |
| CRM Salesforce, Inc. | -10.4K | -100.0% | $1.63M | Exited |
| ORCL Oracle Corp | -10.4K | -100.0% | $1.52M | Exited |
| OGE Oge Energy Corp. | -29.1K | -100.0% | $1.42M | Exited |
| DTE Dte Energy Co | -6,422 | -100.0% | $978.56K | Exited |
| HON Honeywell International Inc | -3,398 | -100.0% | $760.77K | Exited |
| HONA Honeywell Aerospace Inc. | -3,398 | -100.0% | $751.18K | Exited |
| FBTC Fidelity Wise Origin Bitcoin Fund | -6,276 | -12.1% | $455.89K | 1.59% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +8,053 | $2.13M | 1.02% |
| UBER Uber Technologies, Inc | +30.9K | $2.12M | 1.02% |
| NFLX Netflix Inc | +28.3K | $1.97M | 0.944% |
| NOC Northrop Grumman Corp | +3,958 | $1.91M | 0.919% |
| KLAC Kla Corp | +9,581 | $1.87M | 0.897% |
| OKE Oneok Inc | +21.1K | $1.80M | 0.865% |
| INTC Intel Corp | +11.6K | $1.40M | 0.67% |
| PLTR Palantir Technologies Inc. | +6,244 | $1.17M | 0.561% |
| BABA Alibaba Group Holding Ltd | +9,886 | $1.06M | 0.511% |
| XOM ExxonMobil Holdings Corp | +2,232 | $363.28K | 0.174% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ENB Enbridge Inc | -34.3K | $1.86M | 1.01% |
| CRM Salesforce, Inc. | -10.4K | $1.63M | 0.886% |
| ORCL Oracle Corp | -10.4K | $1.52M | 0.828% |
| OGE Oge Energy Corp. | -29.1K | $1.42M | 0.77% |
| DTE Dte Energy Co | -6,422 | $978.56K | 0.532% |
| HON Honeywell International Inc | -3,398 | $760.77K | 0.414% |
| HONA Honeywell Aerospace Inc. | -3,398 | $751.18K | 0.408% |
| GE General Electric Co | -585 | $218.47K | 0.119% |
| GLD Spdr Gold Trust | -593 | $218.45K | 0.119% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 28.8K | $14.75M | 7.08% | +777 | +2.8% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 64.4K | $14.71M | 7.06% | +6,042 | +10.4% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 42.6K | $14.17M | 6.81% | +3,250 | +8.3% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 38.1K | $13.11M | 6.3% | +2,556 | +7.2% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 50.2K | $12.50M | 6% | +1,836 | +3.8% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 8,905 | $9.48M | 4.56% | +945 | +11.9% | Added | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 12.9K | $5.90M | 2.83% | +866 | +7.2% | Added | 0% |
| 8 | HPE Hewlett Packard Enterprise Co | Technology | 76.8K | $4.90M | 2.36% | +2,229 | +3.0% | Added | 0.01% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 13.1K | $4.35M | 2.09% | +499 | +3.9% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 12.0K | $4.26M | 2.05% | +776 | +6.9% | Added | 0% |
| 11 | BTI British American Tobacco p.l.c. | Consumer Staples | 74.3K | $4.04M | 1.94% | +11.5K | +18.4% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 5,389 | $3.91M | 1.88% | -9 | -0.2% | Reduced | 0% |
| 13 | ARCC Ares Capital Corp | Financial Services | 200.6K | $3.83M | 1.84% | +5,555 | +2.8% | Added | 0.03% |
| 14 | NUE Nucor Corp | Basic Materials | 15.7K | $3.68M | 1.77% | +1,657 | +11.8% | Added | 0.01% |
| 15 | AGNC AGNC Investment Corp. | Financial Services | 399.4K | $3.62M | 1.74% | +45.2K | +12.8% | Added | 0.03% |
Tip. Select a row to see that position’s full history at LFG Wealth Partners.
As of its Q3 2026 13F filing, LFG Wealth Partners, LLC’s five largest positions were Microsoft Corp (MSFT) at 7.1%, Nvidia Corp (NVDA) at 7.1%, Apple Inc. (AAPL) at 6.8%, Alphabet Inc. (GOOGL) at 6.3%, Amazon Com Inc (AMZN) at 6.0% of the reported portfolio.
LFG Wealth Partners, LLC reported a 13F portfolio worth $208.21M across 71 positions for Q3 2026. That is up 13.2% from the previous quarter.
Its largest purchases by value were Marvell Technology, Inc. ($2.13M), Uber Technologies, Inc ($2.12M), Netflix Inc ($1.97M). It opened 12 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($1.95M), Emerson Electric Co ($1.93M), Enbridge Inc ($1.86M). It exited 9 positions entirely.
From the Form 13F-HR reports LFG Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.