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

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

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).

NVDY: Country of operation —; Class YIELDMAX NVDA; Shares 2026-03-31 0; Shares 2026-06-30 283,793.
SPCX: Country of operation —; Class CLASS A COM STK; Shares 2026-03-31 0; Shares 2026-06-30 6,738.
TSMY: Country of operation —; Class YIEL TSM OPT ETF; Shares 2026-03-31 0; Shares 2026-06-30 56,813.
CLOA: Country of operation —; Class ISHARES AAA CLO; Shares 2026-03-31 0; Shares 2026-06-30 9,868.

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.

Stock	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
NVDY TIDAL TRUST II	YIELDMAX NVDA	283,793	+283,793	$0	$3,530,382	+$3,530,382
SPCX SPACE EXPLORATION TECHN CORP	CLASS A COM STK	6,738	+6,738	$0	$1,151,188	+$1,151,188
TSMY TIDAL TRUST II	YIEL TSM OPT ETF	56,813	+56,813	$0	$1,021,504	+$1,021,504
CLOA BLACKROCK ETF TRUST II	ISHARES AAA CLO	9,868	+9,868	$0	$512,259	+$512,259
BUFR FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	11,724	+11,724	$0	$428,278	+$428,278
IJH ISHARES TR	CORE S&P MCP ETF	4,277	+4,277	$0	$329,796	+$329,796
IWF ISHARES TR	RUS 1000 GRW ETF	2,536	+2,536	$0	$314,924	+$314,924
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	406	+406	$0	$303,189	+$303,189
CIBR FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	3,228	+3,228	$0	$290,003	+$290,003
TLT ISHARES TR	20 YR TR BD ETF	3,356	+3,356	$0	$290,003	+$290,003
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	3,926	+3,926	$0	$279,697	+$279,697
VRIG INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	10,461	+10,461	$0	$262,269	+$262,269
FPX FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	1,200	+1,200	$0	$247,423	+$247,423
BBIB J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	2,468	+2,468	$0	$241,323	+$241,323
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	2,776	+2,776	$0	$229,455	+$229,455
IEMG ISHARES INC	CORE MSCI EMKT	2,638	+2,638	$0	$218,532	+$218,532
GOVT ISHARES TR	US TREAS BD ETF	9,364	+9,364	$0	$213,301	+$213,301
BIL SPDR SERIES TRUST	ST STR BLO 1 ETF	2,270	+2,270	$0	$208,018	+$208,018

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