Advertisement
Screener

LFG Wealth Partners, LLC Last Quarter Change: USA ETF, Added

LFG Wealth Partners, LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LFG Wealth Partners, LLC opened 18 positions, added to 7, reduced 4, sold out of 8 and left 0 unchanged. The largest increase in value was NVDY (+$3,530,382); the largest decrease was JBBB (-$3,022,441).

  • EWY: Country of operation —; Class MSCI STH KOR ETF; Shares 2026-03-31 13,804; Shares 2026-06-30 14,940.
  • VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 2,833; Shares 2026-06-30 3,849.
  • IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 14,309; Shares 2026-06-30 17,105.
  • VSS: Country of operation —; Class FTSE SMCAP ETF; Shares 2026-03-31 9,963; Shares 2026-06-30 11,622.

Two Form 13F-HR filings compared (SEC CIK 2044171): 2026-03-31 (filed 2026-06-11) and 2026-06-30 (filed 2026-08-05). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
EWY
ISHARES INC
MSCI STH KOR ETF13,80414,940+1,136$1,697,984$3,016,305+$1,318,321
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS2,8333,849+1,016$1,693,053$2,643,449+$950,396
IJR
ISHARES TR
CORE S&P SCP ETF14,30917,105+2,796$1,778,779$2,536,770+$757,991
VSS
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF9,96311,622+1,659$1,452,480$1,793,137+$340,657
MLPA
GLOBAL X FDS
GLBL X MLP ETF22,67326,477+3,804$1,221,385$1,405,419+$184,034
IXUS
ISHARES TR
CORE MSCI TOTAL2,4124,045+1,633$209,016$386,039+$177,023
MGK
VANGUARD WORLD FD
MEGA GRWTH IND6023,014+2,412$221,289$264,972+$43,683

Similar Firms

Firm NameCountry13F ValueHoldings
Parsonex Advisory Services, Inc.United States$0.157B99
Redwood Financial Network CorpUnited States$0.157B177
RiverTree Advisors, LLCUnited States$0.157B61
Atala Financial IncUnited States$0.157B122
FWG Investments, LLC.United States$0.157B111
Archvest Wealth Advisors, Inc.United States$0.157B65
EMORY UNIVERSITYUnited States$0.157B7
Kopp Family Office, LLCUnited States$0.157B21
Cedar Point Capital Partners, LLCUnited States$0.157B69
Valpey Financial Services, LLCUnited States$0.157B72