IAG Wealth Partners, LLC
CIK: 0001827261Latest portfolio: $863.6M · Q4 2025
Holdings
497
Total Value
$863.6M
New Positions
17
Closed Positions
37
Top Holdings
View All 497 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSTATE STREET | 812,288 | $65.2M | 7.55% | -2,187 | |
| 2 | JBNDJPMORGAN ACTIVE | 1,200,760 | $64.9M | 7.52% | +21K | |
| 3 | MMITNYLI MACKAY | 1,838,192 | $44.7M | 5.18% | +165K | |
| 4 | GSLCGOLDMAN SACHS | 327,865 | $43.4M | 5.03% | -12,051 | |
| 5 | AVIVAVANTIS INTL | 541,505 | $38.6M | 4.47% | -8,513 | |
| 6 | DLNWISDOMTREE U S | 390,561 | $34.4M | 3.98% | -3,338 | |
| 7 | DIVBISHARES CORE | 525,995 | $28.0M | 3.24% | +9K | |
| 8 | IVVISHARES CORE | 38,341 | $26.3M | 3.04% | -2,546 | |
| 9 | GSIEGOLDMAN SACHS | 600,503 | $25.8M | 2.99% | -9,788 | |
| 10 | DONWISDOMTREE U S | 493,195 | $25.4M | 2.95% | +8K | |
| 11 | VUGVANGUARD GROWTH | 48,355 | $23.6M | 2.73% | -456 | |
| 12 | PULSPGIM ULTRA | 446,506 | $22.1M | 2.56% | +21K | |
| 13 | CTASIMPLIFY MANAGED | 811,968 | $22.1M | 2.56% | +36K | |
| 14 | PWVINVESCO LARGE | 323,838 | $21.5M | 2.49% | +7K | |
| 15 | JMUBJPMORGAN | 402,722 | $20.3M | 2.35% | +15K | |
| 16 | HAPVANECK NATURAL | 326,814 | $19.7M | 2.28% | -11,693 | |
| 17 | IMCGISHARES MORNINGSTAR | 223,763 | $17.9M | 2.07% | +13K | |
| 18 | AVDEAVANTIS INTL | 211,150 | $17.4M | 2.01% | +9K | |
| 19 | SPDWSPDR DEVELOPED | 376,541 | $16.7M | 1.94% | +8K | |
| 20 | DBMFIMGP DBI | 565,318 | $15.9M | 1.84% | +29K | |
| 21 | SPTMSTATE STREET | 180,524 | $14.9M | 1.72% | -6,828 | |
| 22 | SPMDSTATE STREET | 226,396 | $13.1M | 1.52% | +13K | |
| 23 | RECSCOLUMBIA RESEARCH | 313,041 | $12.8M | 1.48% | +8K | |
| 24 | SFLOVICTORYSHARES SMALL | 399,022 | $11.8M | 1.36% | +394K | |
| 25 | SPYGSTATE STREET | 109,340 | $11.7M | 1.35% | -3,584 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($3.8323023015411506e+73T)
Technology0.0% ($1.6061063898314257e+62T)
Healthcare0.0% ($1.46849616611111e+45T)
Consumer Cyclical0.0% ($3.773422041678756e+38T)
Unknown0.0% ($2.4221193775280116e+38T)
Energy0.0% ($2.0420416460322828e+22T)
Communication Services0.0% ($3.0914614514310473e+21T)
Utilities0.0% ($1070256109101948032.0T)
Consumer Defensive0.0% ($2822667162574847.0T)
Basic Materials0.0% ($53484840221912.1T)
Real Estate0.0% ($153585527.2T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 10, 2026 | $863.6M | 497 |
| Q3 2025 | Nov 12, 2025 | $832.5B | 526 |
| Q2 2025 | Aug 13, 2025 | $755.7B | 0 |
| Q1 2025 | Apr 16, 2025 | $643.4B | 500 |
| Q4 2024 | Feb 10, 2025 | $566.9B | 507 |
| Q3 2024 | Oct 29, 2024 | $541.0B | 490 |
| Q2 2024 | Jul 16, 2024 | $497.6B | 499 |
| Q1 2024 | Apr 24, 2024 | $465.6B | 452 |
| Q4 2023 | Feb 2, 2024 | $438.3B | 435 |
| Q3 2023 | Oct 24, 2023 | $358.7B | 448 |
| Q2 2023 | Aug 10, 2023 | $378.4B | 459 |
| Q1 2023 | Apr 25, 2023 | $360.4B | 451 |
| Q4 2022 | Feb 8, 2023 | $339.4B | 434 |
| Q3 2022 | Oct 26, 2022 | $301.1M | 450 |
| Q2 2022 | Aug 3, 2022 | $305.6M | 452 |
| Q1 2022 | May 4, 2022 | $317.8M | 451 |
| Q4 2021 | Feb 14, 2022 | $311.9M | 412 |
| Q3 2021 | Nov 4, 2021 | $281.1M | 391 |
| Q2 2021 | Aug 4, 2021 | $278.6M | 369 |
| Q1 2021 | Apr 29, 2021 | $262.3M | 372 |
| Q4 2020 | Feb 11, 2021 | $153.1M | 435 |
| Q4 2020 | Feb 11, 2021 | $149.9M | 421 |
| Q4 2020 | Feb 11, 2021 | $206.3M | 423 |
| Q4 2020 | Feb 11, 2021 | $216.7M | 352 |
| Q4 2020 | Feb 11, 2021 | $244.9M | 353 |
Fund Information
IAG Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $863.6M across 497 holdings. The largest position is STATE STREET (SPYM), representing 7.5% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 47 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.