StockDriftsStockDriftsTop 50 LFG Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.96% | 35.6K | $12.7M | +28.26%(+7.83K) | $287.20(+22.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.48% | 58.4K | $11.7M | -5.66%(-3.50K) | $186.07(+18.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.4% | 48.3K | $11.5M | +47.33%(+15.53K) | $222.87(+23.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.33% | 39.3K | $11.4M | +5.92%(+2.20K) | $263.44(+16.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.89% | 28.0K | $10.4M | +9.11%(+2.34K) | $473.84(+6.10%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.31% | 8.0K | $9.2M | -10.82%(-966) | $226.37(+280.81%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.7% | 12.1K | $5.8M | +14.71%(+1.55K) | $305.41(+38.70%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.21% | 11.2K | $4.7M | +16.57%(+1.60K) | $433.68(-23.48%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.17% | 8.0K | $4.6M | new | $388.47(+19.97%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.94% | 12.6K | $4.1M | +12.00%(+1.35K) | $316.21(+14.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.83% |
LFG Wealth Partners, LLC reports $213.28M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (6.0%), NVDA (5.5%) and AMZN (5.4%). The top 20 holdings account for 56.74% of reported assets. Its disclosed equity book has returned +11.60% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LFG Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044171). View LFG Wealth Partners, LLC’s 13F filings on SEC