LFG Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Elizabethtown, KY
Holdings as of
3/31/2026
Date filed
6/11/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$165,801
Net value change ($000)
+8,929 (5.7%)
New positions
15
Sold out positions
7
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBTC 2,603 NEW
GM 1,480 NEW
VSS 1,452 NEW
DLTR 1,413 NEW
NVO 1,071 NEW
XOM 1,053 117.8%
AAPL 1,051 12.6%
E 990 33.3%
TOTALENERGIES SE 890 30.7%
EIX 813 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBIT -2,711 -100.0%
QCOM -1,453 -100.0%
HMC -1,448 -100.0%
DB -1,298 -100.0%
AVGO -1,281 -30.3%
COIN -935 -100.0%
META -836 -22.5%
PLTR -766 -100.0%
RIO -702 -28.5%
EWY -599 -26.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type