LFG Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Elizabethtown, KY
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$213,276
Net value change ($000)
+47,475 (28.6%)
New positions
28
Sold out positions
19
Turnover %
24.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 6,172 204.6%
GOOGL 4,734 59.4%
AMZN 4,687 68.6%
AMD 4,623 NEW
NVDY 3,530 NEW
HPE 3,362 NEW
TSM 2,207 62.1%
CSCO 2,062 NEW
AAPL 1,956 20.8%
CCJ 1,953 NEW
Top Reduces (Value $000, Stocks/ETFs)
JBBB -3,022 -100.0%
PM -2,434 -90.0%
XOM -1,947 -100.0%
LMT -1,825 -100.0%
OKE -1,690 -100.0%
VRP -1,512 -100.0%
HON -1,489 -100.0%
ING -1,456 -100.0%
DLTR -1,413 -100.0%
NEM -1,410 -100.0%
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