IAG Wealth Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$832.5B
Holdings
526
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (526 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBNDJPMORGAN ACTIVE | 1,179,736 | $63.9B | 7.67% | |
| 2 | SPYMSPDR PORTFOLIO | 814,475 | $63.8B | 7.66% | |
| 3 | GSLCGOLDMAN SACHS | 339,916 | $44.3B | 5.32% | |
| 4 | MMITNYLI MACKAY | 1,673,280 | $40.7B | 4.88% | |
| 5 | AVIVAVANTIS INTL | 550,018 | $37.1B | 4.46% | |
| 6 | DLNWISDOMTREE U S | 393,899 | $34.3B | 4.12% | |
| 7 | IVVISHARES CORE | 40,887 | $27.4B | 3.29% | |
| 8 | DIVBISHARES CORE | 517,369 | $27.0B | 3.25% | |
| 9 | DONWISDOMTREE U S | 485,330 | $25.4B | 3.05% | |
| 10 | GSIEGOLDMAN SACHS | 610,291 | $25.1B | 3.01% | |
| 11 | VUGVANGUARD GROWTH | 48,811 | $23.4B | 2.81% | |
| 12 | CTASIMPLIFY MANAGED | 776,298 | $21.7B | 2.61% | |
| 13 | PULSPGIM ULTRA | 425,522 | $21.2B | 2.55% | |
| 14 | PWVINVESCO LARGE | 316,933 | $20.7B | 2.48% | |
| 15 | JMUBJPMORGAN | 388,132 | $19.6B | 2.35% | |
| 16 | HAPVANECK NATURAL | 338,507 | $19.3B | 2.32% | |
| 17 | IMCGISHARES MORNINGSTAR | 210,662 | $17.4B | 2.09% | |
| 18 | AVDEAVANTIS INTL | 202,458 | $16.0B | 1.92% | |
| 19 | SPDWSPDR DEVELOPED | 368,735 | $15.8B | 1.90% | |
| 20 | SPTMSPDR PORTFOLIO | 187,352 | $15.1B | 1.81% | |
| 21 | DBMFIMGP DBI | 535,932 | $14.6B | 1.76% | |
| 22 | RECSCOLUMBIA RESEARCH | 305,088 | $12.3B | 1.48% | |
| 23 | SPMDSPDR PORTFOLIO | 213,763 | $12.2B | 1.47% | |
| 24 | SPYGSPDR PORTFOLIO | 112,924 | $11.8B | 1.42% | |
| 25 | DGRWWISDOMTREE US | 114,609 | $10.2B | 1.22% | |
| 26 | IWYISHARES RUSSELL | 37,217 | $10.2B | 1.22% | |
| 27 | CWISPDR MSCI | 287,338 | $10.0B | 1.21% | |
| 28 | VIGVANGUARD DIVIDEND | 32,514 | $7.0B | 0.84% | |
| 29 | MDYVSPDR SERIES | 82,132 | $6.9B | 0.82% | |
| 30 | SPABSPDR AGGREGATE | 254,973 | $6.6B | 0.79% | |
| 31 | GUNRFLEXSHARES MORNINGSTAR | 149,486 | $6.5B | 0.79% | |
| 32 | SPYVSPDR PORTFOLIO | 107,684 | $6.0B | 0.72% | |
| 33 | SPSMSPDR PORTFOLIO | 125,549 | $5.8B | 0.70% | |
| 34 | SPHQINVESCO S&P | 72,848 | $5.3B | 0.64% | |
| 35 | DFAEDIMENSIONAL EMERGING | 161,924 | $5.1B | 0.61% | |
| 36 | BBSCJPMORGAN | 67,212 | $5.0B | 0.60% | |
| 37 | AVEMAVANTIS EMERGING | 65,653 | $4.9B | 0.59% | |
| 38 | RODMHARTFORD MULTIFACTOR | 125,945 | $4.5B | 0.54% | |
| 39 | MDYGSPDR SERIES | 45,769 | $4.2B | 0.50% | |
| 40 | PYLDPIMCO ENHANCED | 154,783 | $4.2B | 0.50% | |
| 41 | GNRSPDR S&P | 67,176 | $4.0B | 0.48% | |
| 42 | ISCGISHARES MORNINGSTAR | 72,868 | $4.0B | 0.48% | |
| 43 | FMDEFIDELITY ENHANCED | 105,258 | $3.8B | 0.46% | |
| 44 | HTABHARTFORD SCHRODERS | 173,124 | $3.3B | 0.40% | |
| 45 | NBCMNEUBERGER BERMAN | 137,575 | $3.2B | 0.39% | |
| 46 | FESMFIDELITY COVINGTON | 87,330 | $3.2B | 0.38% | |
| 47 | FLQMFRANKLIN US | 56,230 | $3.2B | 0.38% | |
| 48 | DFISDIMENSIONAL INTL | 93,251 | $2.9B | 0.35% | |
| 49 | JHMMJOHN HANCOCK | 44,899 | $2.9B | 0.35% | |
| 50 | CSBVICTORYSHARES US | 47,760 | $2.8B | 0.34% | |
| 51 | BBUSJPMORGAN BETABUILDERS | 21,355 | $2.6B | 0.31% | |
| 52 | JSMDJANUS DETROIT | 30,325 | $2.5B | 0.30% | |
| 53 | BRK/BBERKSHIRE HATHAWAY | 4,819 | $2.4B | 0.29% | |
| 54 | HELOJPMORGAN HEDGED | 32,449 | $2.1B | 0.25% | |
| 55 | AVDVAVANTIS INTL | 23,339 | $2.1B | 0.25% | |
| 56 | SPEMSPDR EMERGING | 43,665 | $2.0B | 0.25% | |
| 57 | AAPLAPPLE INC | 6,884 | $1.8B | 0.21% | |
| 58 | SMLVSPDR SSGA | 12,797 | $1.7B | 0.20% | |
| 59 | JMSTJPMORGAN | 28,227 | $1.4B | 0.17% | |
| 60 | PBUSINVESCO MSCI | 20,801 | $1.4B | 0.17% | |
| 61 | VTIVANGUARD TOTAL | 4,213 | $1.4B | 0.17% | |
| 62 | JNJJOHNSON & JOHNSON | 7,338 | $1.4B | 0.16% | |
| 63 | DESWISDOMTREE U S | 40,115 | $1.4B | 0.16% | |
| 64 | SJNKSPDR BLOOMBERG | 52,048 | $1.3B | 0.16% | |
| 65 | VOOVANGUARD S&P | 2,094 | $1.3B | 0.15% | |
| 66 | WECWEC ENERGY | 10,680 | $1.2B | 0.15% | |
| 67 | MSFTMICROSOFT CORP | 2,276 | $1.2B | 0.14% | |
| 68 | SCHMSCHWAB US | 39,289 | $1.2B | 0.14% | |
| 69 | SPGMSPDR MSCI | 15,058 | $1.1B | 0.14% | |
| 70 | BBMCJPMORGAN BETABUILDERS | 9,149 | $951.5M | 0.11% | |
| 71 | NVDANVIDIA CORP | 5,015 | $935.7M | 0.11% | |
| 72 | CGGECAPITAL GROUP | 29,479 | $907.7M | 0.11% | |
| 73 | NUMGNUVEEN ESG | 17,212 | $837.9M | 0.10% | |
| 74 | VWOVANGUARD FSTE | 15,206 | $823.9M | 0.10% | |
| 75 | SLYVSPDR S&P | 9,188 | $814.5M | 0.10% | |
| 76 | VSSVANGUARD FTSE | 5,570 | $794.0M | 0.10% | |
| 77 | NDQINVESCO QQQ | 1,230 | $738.5M | 0.09% | |
| 78 | GEMGOLDMAN SACHS | 17,640 | $718.5M | 0.09% | |
| 79 | JSMLJANUS DETROIT | 9,044 | $676.3M | 0.08% | |
| 80 | IWMISHARES RUSSELL | 2,713 | $656.4M | 0.08% | |
| 81 | IWFISHARES RUSSELL | 1,344 | $629.5M | 0.08% | |
| 82 | ORCLORACLE CORP | 1,844 | $518.6M | 0.06% | |
| 83 | USFRWISDOMTREE FLOATING | 8,759 | $440.3M | 0.05% | |
| 84 | SLYGSPDR SERIES | 4,597 | $433.5M | 0.05% | |
| 85 | IJHISHARES CORE | 6,492 | $423.7M | 0.05% | |
| 86 | HDHOME DEPOT | 1,026 | $415.7M | 0.05% | |
| 87 | MTUMISHARES MSCI | 1,579 | $404.9M | 0.05% | |
| 88 | AMZNAMAZON COM | 1,739 | $381.9M | 0.05% | |
| 89 | VBVANGUARD SMALL | 1,481 | $376.6M | 0.05% | |
| 90 | IBITISHARES BITCOIN | 5,791 | $376.4M | 0.05% | |
| 91 | FVDFIRST TRUST | 8,113 | $375.2M | 0.05% | |
| 92 | SPYSPDR S&P | 554 | $368.8M | 0.04% | |
| 93 | VTVVANGUARD VALUE | 1,942 | $362.1M | 0.04% | |
| 94 | VNLAJANUS HENDERSON | 7,339 | $361.7M | 0.04% | |
| 95 | JPMJPMORGAN CHASE | 1,140 | $359.6M | 0.04% | |
| 96 | LLYELI LILLY | 462 | $352.5M | 0.04% | |
| 97 | JCIJOHNSON CONTROLS | 3,204 | $352.3M | 0.04% | |
| 98 | SPSBSPDR PORTFOLIO | 11,053 | $334.8M | 0.04% | |
| 99 | IJRISHARES CORE | 2,664 | $316.6M | 0.04% | |
| 100 | COSTCOSTCO WHOLESALE | 328 | $303.6M | 0.04% |
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