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IAG Wealth Partners, LLC 13F holdings

Filed 2026-08-06 · IAG Wealth Partners, LLC · 508 positions · $1.0B

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TickerCompanySharesValue% of portfolio
SPYMSTATE STREET838.5K$73.7M7.3%
JBNDJPMORGAN ACTIVE1.1M$59.6M5.9%
AVIVAVANTIS INTL673.1K$52.1M5.2%
MMITNYLI MACKAY2.0M$47.9M4.7%
GSLCGOLDMAN SACHS321.4K$45.6M4.5%
DLNWISDOMTREE U S403.0K$38.8M3.8%
GSIEGOLDMAN SACHS701.2K$32.0M3.2%
DIVBISHARES CORE508.9K$31.3M3.1%
IVVISHARES CORE37.1K$27.8M2.8%
FELGFIDELITY ENHANCED631.9K$27.6M2.7%
VUGVANGUARD GROWTH310.6K$26.8M2.6%
DONWISDOMTREE U S470.1K$26.6M2.6%
AVDEAVANTIS INTL296.0K$26.4M2.6%
PWVINVESCO LARGE330.1K$25.0M2.5%
SPDWSTATE STREET449.1K$22.6M2.2%
IMCGISHARES MORNINGSTAR225.1K$22.1M2.2%
PULSPGIM ULTRA429.9K$21.3M2.1%
CTASIMPLIFY MANAGED821.0K$21.3M2.1%
JMUBJPMORGAN400.1K$20.3M2.0%
HAPVANECK NATURAL236.2K$16.2M1.6%
—PGIM SHORT321.8K$16.1M1.6%
DBMFIMGP DBI511.9K$15.7M1.6%
SPMDSTATE STREET222.8K$15.1M1.5%
RECSCOLUMBIA RESEARCH347.4K$15.0M1.5%
SPTMSTATE STREET164.7K$15.0M1.5%
SPYGSTATE STREET112.0K$13.3M1.3%
DGRWWISDOMTREE US128.9K$12.3M1.2%
IWYISHARES RUSSELL41.0K$11.9M1.2%
CWISTATE STREET282.9K$11.5M1.1%
SFLOVICTORYSHARES SMALL331.9K$11.4M1.1%
—MFS BLENDED329.7K$10.0M1.0%
GUNRFLEXSHARES MORNINGSTAR167.6K$8.3M0.8%
SPSMSTATE STREET137.4K$7.9M0.8%
SPABSTATE STREET306.3K$7.8M0.8%
MDYVSTATE STREET77.6K$7.4M0.7%
VIGVANGUARD DIVIDEND29.6K$7.0M0.7%
AVEMAVANTIS EMERGING71.4K$6.9M0.7%
FESMFIDELITY ENHANCED132.5K$6.4M0.6%
—JPMORGAN68.6K$6.3M0.6%
SPYVSTATE STREET100.9K$6.1M0.6%
DFAEDIMENSIONAL EMERGING146.3K$5.9M0.6%
PYLDPIMCO ENHANCED198.5K$5.3M0.5%
SPHQINVESCO S&P57.1K$5.1M0.5%
ISCGISHARES MORNINGSTAR77.9K$5.1M0.5%
FMDEFIDELITY ENHANCED121.1K$4.9M0.5%
MDYGSTATE STREET42.7K$4.8M0.5%
GNRSTATE STREET71.0K$4.8M0.5%
RODMHARTFORD MULTIFACTOR115.7K$4.7M0.5%
DFISDIMENSIONAL INTL112.6K$3.9M0.4%
FLQMFRANKLIN US63.1K$3.6M0.4%
JHMMJOHN HANCOCK46.1K$3.5M0.3%
CSBVICTORYSHARES US51.9K$3.4M0.3%
—NEUBERGER COMMODITY100.3K$2.7M0.3%
JSMDJANUS DETROIT25.7K$2.6M0.3%
BBUSJPMORGAN BETABUILDERS19.2K$2.6M0.3%
SPEMSTATE STREET47.6K$2.5M0.2%
BRK-BBERKSHIRE HATHAWAY4.8K$2.4M0.2%
AVDVAVANTIS INTL22.5K$2.3M0.2%
JMSTJPMORGAN39.6K$2.0M0.2%
HELOJPMORGAN HEDGED28.6K$1.9M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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