Lfg Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Lfg Wealth Partners, Llc disclosed 103 stock positions valued at approximately $239.77M as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 103
- Portfolio Value
- $239.77M
Holdings by Sector
Lfg Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.15% | 28,754 | +777 | +2.78% | $14,747,686 |
| NVIDIA CORPORATION | NVDA | Technology | 6.13% | 64,406 | +6,042 | +10.35% | $14,709,028 |
| APPLE INC | AAPL | Technology | 5.91% | 42,553 | +3,250 | +8.27% | $14,170,990 |
| ALPHABET INC | GOOGL | Communication Services | 5.47% | 38,110 | +2,556 | +7.19% | $13,112,803 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.21% | 50,166 | +1,836 | +3.80% | $12,498,900 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.96% | 8,905 | +945 | +11.87% | $9,484,889 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.46% | 12,932 | +866 | +7.18% | $5,899,525 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 2.05% | 76,762 | +2,229 | +2.99% | $4,904,352 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.81% | 13,134 | +499 | +3.95% | $4,345,218 |
| TESLA INC | TSLA | Consumer Cyclical | 1.78% | 12,006 | +776 | +6.91% | $4,259,874 |
| TIDAL TRUST II | NVDY | Other | 1.73% | 325,027 | +41,234 | +14.53% | $4,140,843 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 1.68% | 74,256 | +11,528 | +18.38% | $4,039,517 |
| META PLATFORMS INC | META | Communication Services | 1.63% | 5,389 | -9 | -0.17% | $3,907,851 |
| ARES CAPITAL CORP | ARCC | Financial Services | 1.60% | 200,558 | +5,555 | +2.85% | $3,830,662 |
| NUCOR CORP | NUE | Basic Materials | 1.54% | 15,746 | +1,657 | +11.76% | $3,680,581 |
| AGNC INVT CORP | AGNC | Real Estate | 1.51% | 399,407 | +45,197 | +12.76% | $3,622,620 |
| BROADCOM INC | AVGO | Technology | 1.50% | 10,223 | -685 | -6.28% | $3,590,185 |
| ENI SPA | E | Energy | 1.43% | 63,007 | -4,033 | -6.02% | $3,421,292 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.38% | 45,593 | -6,276 | -12.10% | $3,311,907 |
| GLOBAL X FDS | PFFV | Other | 1.29% | 142,092 | +13,920 | +10.86% | $3,096,194 |
| NEOS ETF TRUST | IWMI | Other | 1.25% | 61,448 | +61,448 | +100.00% | $3,009,094 |
| ELI LILLY & CO | LLY | Healthcare | 1.23% | 2,558 | -89 | -3.36% | $2,959,458 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.22% | 4,773 | -3,185 | -40.02% | $2,919,637 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.12% | 2,976 | +349 | +13.29% | $2,679,494 |
| VANGUARD INDEX FDS | VOO | Other | 1.10% | 3,760 | -89 | -2.31% | $2,635,250 |
| JACKSON FINANCIAL INC | JXN | Financial Services | 1.09% | 20,156 | +1,315 | +6.98% | $2,606,616 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 1.05% | 14,630 | +1,454 | +11.04% | $2,520,857 |
| CATERPILLAR INC | CAT | Industrials | 1.02% | 3,030 | +361 | +13.53% | $2,456,778 |
| GE VERNOVA INC | GEV | Utilities | 0.99% | 2,488 | +106 | +4.45% | $2,364,601 |
| INVESCO EXCH TRADED FD TR II | PSCT | Other | 0.98% | 29,144 | +1,617 | +5.87% | $2,355,458 |
Showing 30 of 103 holdings in the latest reporting period.
Lfg Wealth Partners, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | SHW | Sherwin-Williams Company (The) | PUT | 1,000 | $323,270 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.