LFG Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Elizabethtown, KY
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$240,094
Net value change ($000)
+26,818 (12.6%)
New positions
22
Sold out positions
15
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 4,312 41.3%
NVDA 3,031 26.0%
IWMI 3,009 NEW
AAPL 2,798 24.6%
MRVL 2,128 NEW
UBER 2,120 NEW
NFLX 1,967 NEW
NOC 1,914 NEW
KLAC 1,868 NEW
ONEOK INC NEW 1,800 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,897 -74.8%
ENB -1,860 -100.0%
VSS -1,793 -100.0%
EMR -1,767 -88.5%
AMD -1,703 -36.8%
CRM -1,629 -100.0%
ORCL -1,523 -100.0%
OGE -1,416 -100.0%
EWY -1,047 -34.7%
TSMY -1,022 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 323 (0.1% of total reported value)
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