🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Lfg Wealth Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0002044171
Elizabethtown 2905 Ring Road
Zip Code: 42701
Latest Portfolio Value
$165.8 M
+5.69%
Total Holdings
89
8
Latest Report Date
Q1 2026
Top 10 Concentration
38.29%

Lfg Wealth Partners, LLC — Portfolio Overview & Company Profile

Lfg Wealth Partners, LLC (CIK: 0002044171) is a financial institution headquartered at 2905 Ring Road, , Elizabethtown, Kentucky 42701. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $165.8 M, comprising 89 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 38.3%. Quarterly turnover: 9.6%. ▲ 15 new, +47 added, −21 reduced, ×7 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+5.22%
$162.01 M 97.71%
Options
$0 0.00%
Debt
$0 0.00%
Other
+30.67%
$3.79 M 2.29%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
61,865 $10.79 M 6.51% ▲ 4,778 Add 8.4%
25,640 $9.49 M 5.72% ▲ 5,940 Add 30.2%
37,106 $9.42 M 5.68% ▲ 6,331 Add 20.6%
27,721 $7.97 M 4.81% ▲ 768 Add 2.9%
32,803 $6.83 M 4.12% ▲ 4,638 Add 16.5%
70,047 $3.97 M 2.39% ▼ 8,367 Reduce -10.7%
9,634 $3.58 M 2.16% ▲ 1,573 Add 19.5%
10,519 $3.55 M 2.14% ▲ 122 Add 1.2%
11,281 $3.32 M 2.00% ▲ 1,422 Add 14.4%
53,268 $3.11 M 1.88% ▲ 1,858 Add 3.6%

Historical Portfolio Charts