LFG Wealth Partners, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, LFG Wealth Partners, LLC opened 17 positions, added to 76, reduced 27 and sold out of 13.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock HPE; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock CCJ; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2044171), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Parsonex Advisory Services, Inc. | United States | $0.157B | 99 |
| Redwood Financial Network Corp | United States | $0.157B | 177 |
| RiverTree Advisors, LLC | United States | $0.157B | 61 |
| Atala Financial Inc | United States | $0.157B | 122 |
| FWG Investments, LLC. | United States | $0.157B | 111 |
| Archvest Wealth Advisors, Inc. | United States | $0.157B | 65 |
| EMORY UNIVERSITY | United States | $0.157B | 7 |
| Kopp Family Office, LLC | United States | $0.157B | 21 |
| Cedar Point Capital Partners, LLC | United States | $0.157B | 69 |
| Valpey Financial Services, LLC | United States | $0.157B | 72 |