What does IAG Wealth Partners, LLC hold?

IAG Wealth Partners, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1827261.

What is IAG Wealth Partners, LLC's AUM?

IAG Wealth Partners, LLC reported approximately $1.0B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.9B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source IAG Wealth Partners, LLC's holdings?

All IAG Wealth Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1827261. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is IAG Wealth Partners, LLC's 13F data updated on 13F Pro?

IAG Wealth Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

IAG Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1827261

Institutional-grade research for retail investors

Sector Allocation

Other81.8%$826.8M
Financials16.3%$164.4M
Technology0.6%$6.0M
Healthcare0.3%$3.4M
Industrials0.3%$2.8M
Utilities0.2%$2.4M
Consumer Discretionary0.2%$1.8M
Consumer Staples0.1%$1.0M
Energy0.1%$676,488
Real Estate0.0%$429,880

AUM History

13fpro.ai/research/fund/iag-wealth-partners-llc-1827261

Conviction and streaks

Diversifying · top 10 = 43.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.3% weight · held 10 quarters

$Conviction hold5.9% weight · held 8 quarters

$Conviction hold5.2% weight · held 7 quarters

$Conviction hold4.7% weight · held 10 quarters

$Conviction hold4.5% weight · held 10 quarters

$WTAccumulating+81% shares · 9 quarters running

$Accumulating+155% shares · 9 quarters running

$Accumulating+70% shares · 9 quarters running

$Accumulating+135% shares · 9 quarters running

$MPTAccumulating+21% shares · 9 quarters running

$IVZTrimming-49% shares · 9 quarters running

$Trimming-34% shares · 9 quarters running

$Trimming-35% shares · 9 quarters running

$WTTrimming-24% shares · 9 quarters running

Largest positions — Q2 2026

STATE
$73.7M
JPMORGAN
$59.6M
AVANTIS
$52.1M
NYLI
$47.9M
GOLDMAN
$45.6M
WT
$38.8M
GS
$32.0M
ISHARES
$31.3M
ISHARES
$27.8M
FIDELITY
$27.6M
VANGUARD
$26.8M
WT
$26.6M
AVANTIS
$26.4M
IVZ
$25.0M
STATE
$22.6M
ISHARES
$22.1M
PGIM
$21.3M
SIMPLIFY
$21.3M
JPMORGAN
$20.3M
VANECK
$16.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/iag-wealth-partners-llc-1827261

IAG Wealth Partners, LLC 13F holdings — Q2 2026

$1.0B portfolio (+12.8% QoQ) · 508 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

1
STATE STREET - MF Closed and MF Open
$73.7M
7.3% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
JPMORGAN ACTIVE - MF Closed and MF Open
$59.6M
5.9% of stocks
+0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
AVANTIS INTL - MF Closed and MF Open
$52.1M
5.2% of stocks
+16%This quarter—Since filed—Held
AIQuality—Est. buy—
4
NYLI MACKAY - MF Closed and MF Open
$47.9M
4.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
GOLDMAN SACHS - MF Closed and MF Open
$45.6M
4.5% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
WisdomTree, Inc.
$WT
$38.8M
3.8% of stocks
+1.0%This quarter-2.3%Since filed10+ qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trial
7
GOLDMAN SACHS GROUP INC
$GS
$32.0M
3.2% of stocks
+8%This quarter-13.5%Since filed10+ qtrsHeld
AIQuality73.2#127Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
8
ISHARES CORE - MF Closed and MF Open
$31.3M
3.1% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES CORE - MF Closed and MF Open
$27.8M
2.8% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
FIDELITY ENHANCED - MF Closed and MF Open
$27.6M
2.7% of stocks
+17%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	STATE STREET - MF Closed and MF Open	$73.7M	7.3%	-0.9%	—	—	—	—
2	JPMORGAN ACTIVE - MF Closed and MF Open	$59.6M	5.9%	+0.5%	—	—	—	—
3	AVANTIS INTL - MF Closed and MF Open	$52.1M	5.2%	+16%	—	—	—	—
4	NYLI MACKAY - MF Closed and MF Open	$47.9M	4.7%	+3%	—	—	—	—
5	GOLDMAN SACHS - MF Closed and MF Open	$45.6M	4.5%	-1%	—	—	—	—
6	WisdomTree, Inc.$WT	$38.8M	3.8%	+1.0%	-2.3%	10+ qtrs	61.4#790	Estimated buy price is Pro: unlock with a free trial
7	GOLDMAN SACHS GROUP INC$GS	$32.0M	3.2%	+8%	-13.5%	10+ qtrsAdded 2 qtrs in a row	73.2#127	Estimated buy price is Pro: unlock with a free trial
8	ISHARES CORE - MF Closed and MF Open	$31.3M	3.1%	-3%	—	—	—	—
9	ISHARES CORE - MF Closed and MF Open	$27.8M	2.8%	-3%	—	—	—	—
10	FIDELITY ENHANCED - MF Closed and MF Open	$27.6M	2.7%	+17%	—	—	—	—

All holdings — IAG Wealth Partners, LLC (Q2 2026)

Sort

508 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD GROWTH - MF Closed and MF Openetf/fund	—	$26.8M	2.6%	311K	+511%	—	—	13F
12	$WT	WisdomTree, Inc.	Financials	$26.6M	2.6%	470K	-6%	10+ qtrs	61.4	13F
13	—	AVANTIS INTL - MF Closed and MF Open	—	$26.4M	2.6%	296K	+16%	—	—	13F
14	$IVZ	Invesco Ltd.	Financials	$25.0M	2.5%	330K	+2%	10+ qtrs	—	13F
15	—	STATE STREET - MF Closed and MF Open	—	$22.6M	2.2%	449K	+8%	—	—	13F
16	—	ISHARES MORNINGSTAR - MF Closed and MF Openetf/fund	—	$22.1M	2.2%	225K	-2%	—	—	13F
17	—	PGIM ULTRA - MF Closed and MF Open	—	$21.3M	2.1%	430K	+3%	—	—	13F
18	—	SIMPLIFY MANAGED - MF Closed and MF Open	—	$21.3M	2.1%	821K	+3%	—	—	13F
19	—	JPMORGAN - MF Closed and MF Open	—	$20.3M	2.0%	400K	-3%	—	—	13F
20	—	VANECK NATURAL - MF Closed and MF Open	—	$16.2M	1.6%	236K	-7%	—	—	13F
21	—	PGIM SHORT - MF Closed and MF Open	—	$16.1M	1.6%	322K	New	—	—	13F
22	—	IMGP DBI - MF Closed and MF Open	—	$15.7M	1.6%	512K	-5%	—	—	13F
23	—	STATE STREET - MF Closed and MF Open	—	$15.1M	1.5%	223K	-3%	—	—	13F
24	—	COLUMBIA RESEARCH - MF Closed and MF Open	—	$15.0M	1.5%	347K	+3%	—	—	13F
25	—	STATE STREET - MF Closed and MF Open	—	$15.0M	1.5%	165K	-7%	—	—	13F
26	—	STATE STREET - MF Closed and MF Open	—	$13.3M	1.3%	112K	+1%
27	$WT	WisdomTree, Inc.	Financials	$12.3M	1.2%	129K	+1.0%
28	—	ISHARES RUSSELL - MF Closed and MF Open	—	$11.9M	1.2%	41K	-3%
29	$STT	STATE STREET CORP	Financials	$11.5M	1.1%	283K	+1%
30	—	VICTORYSHARES SMALL - MF Closed and MF Open	—	$11.4M	1.1%	332K	-3%
31	—	MFS BLENDED - MF Closed and MF Open	—	$10.0M	1.0%	330K	+6209%
32	—	FLEXSHARES MORNINGSTAR - MF Closed and MF Open	—	$8.3M	0.8%	168K	+3%
33	—	STATE STREET - MF Closed and MF Open	—	$7.9M	0.8%	137K	+2%
34	—	STATE STREET - MF Closed and MF Open	—	$7.8M	0.8%	306K	+2%
35	—	STATE STREET - MF Closed and MF Open	—	$7.4M	0.7%	78K	-4%
36	—	VANGUARD DIVIDEND - MF Closed and MF Open	—	$7.0M	0.7%	30K	+0.1%
37	—	AVANTIS EMERGING - MF Closed and MF Open	—	$6.9M	0.7%	71K	+3%
38	—	FIDELITY ENHANCED - MF Closed and MF Open	—	$6.4M	0.6%	133K	+9%
39	—	JPMORGAN - MF Closed and MF Open	—	$6.3M	0.6%	69K	+2%
40	—	STATE STREET - MF Closed and MF Open	—	$6.1M	0.6%	101K	-1%
41	—	DIMENSIONAL EMERGING - MF Closed and MF Open	—	$5.9M	0.6%	146K	-5%
42	—	PIMCO ENHANCED - MF Closed and MF Open	—	$5.3M	0.5%	199K	+9%
43	$IVZ	Invesco Ltd.	Financials	$5.1M	0.5%	57K	-3%
44	—	ISHARES MORNINGSTAR - MF Closed and MF Open	—	$5.1M	0.5%	78K	-0.3%
45	—	FIDELITY ENHANCED - MF Closed and MF Open	—	$4.9M	0.5%	121K	-1%
46	$STT	STATE STREET CORP	Financials	$4.8M	0.5%	43K	-4%
47	—	STATE STREET - MF Closed and MF Open	—	$4.8M	0.5%	71K	+0.7%
48	—	HARTFORD MULTIFACTOR - MF Closed and MF Open	—	$4.7M	0.5%	116K	-3%
49	—	DIMENSIONAL INTL - MF Closed and MF Open	—	$3.9M	0.4%	113K	+11%
50	—	FRANKLIN US - MF Closed and MF Open	—	$3.6M	0.4%	63K	-2%
51	—	JOHN HANCOCK - MF Closed and MF Open	—	$3.5M	0.3%	46K	+4%
52	—	VICTORYSHARES US - MF Closed and MF Open	—	$3.4M	0.3%	52K	+0.8%
53	—	NEUBERGER COMMODITY - MF Closed and MF Open	—	$2.7M	0.3%	100K	-17%
54	—	JANUS DETROIT - MF Closed and MF Open	—	$2.6M	0.3%	26K	-8%
55	—	JPMORGAN BETABUILDERS - MF Closed and MF Open	—	$2.6M	0.3%	19K	-4%
56	—	STATE STREET - MF Closed and MF Open	—	$2.5M	0.2%	48K	+6%
57	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.4M	0.2%	4,812	-0.8%
58	—	AVANTIS INTL - MF Closed and MF Open	—	$2.3M	0.2%	23K	-0.6%
59	—	JPMORGAN - MF Closed and MF Open	—	$2.0M	0.2%	40K	+0.2%
60	—	JPMORGAN HEDGED - MF Closed and MF Open	—	$1.9M	0.2%	29K	-12%
61	—	STATE STREET - MF Closed and MF Open	—	$1.8M	0.2%	12K	-3%
62	—	STATE STREET - MF Closed and MF Open	—	$1.8M	0.2%	21K	+25%
63	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.7M	0.2%	6,814	-4%
64	—	CAPITAL GROUP - MF Closed and MF Open	—	$1.7M	0.2%	48K	+41%
65	—	PRINCIPAL ACTIVE - MF Closed and MF Open	—	$1.7M	0.2%	88K	New
66	—	JANUS HENDERSON - MF Closed and MF Open	—	$1.7M	0.2%	34K	+153%
67	—	HARTFORD SCHRODERS - MF Closed and MF Open	—	$1.7M	0.2%	86K	-24%
68	$AAPL	Apple Inc.	Technology	$1.6M	0.2%	5,689	-3%
69	$WEC	WEC ENERGY GROUP, INC.	Utilities	$1.5M	0.1%	13K	-4%
70	—	VANGUARD TOTAL - MF Closed and MF Open	—	$1.5M	0.1%	3,968	-3%
71	$WT	WisdomTree, Inc.	Financials	$1.4M	0.1%	35K	-3%
72	—	VANGUARD S&P - MF Closed and MF Open	—	$1.4M	0.1%	2,028	-3%
73	—	INVESCO MSCI - MF Closed and MF Open	—	$1.2M	0.1%	16K	-14%
74	—	SCHWAB US - MF Closed and MF Open	—	$1.2M	0.1%	32K	-8%
75	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.1M	0.1%	1,439	+5%
76	—	JPMORGAN BETABUILDERS - MF Closed and MF Open	—	$1.0M	0.1%	8,144	-3%
77	$GS	GOLDMAN SACHS GROUP INC	Financials	$884K	0.1%	17K	-0.2%
78	—	STATE STREET - MF Closed and MF Open	—	$859K	0.1%	7,875	-6%
79	$NVDA	NVIDIA CORP	Technology	$855K	0.1%	4,275	-4%
80	—	VANGUARD FTSE - MF Closed and MF Open	—	$850K	0.1%	5,510	—
81	$MSFT	MICROSOFT CORP	Technology	$834K	0.1%	2,236	-1%
82	—	ISHARES RUSSELL - MF Closed and MF Open	—	$809K	0.1%	2,692	+5%
83	—	VANGUARD FSTE - MF Closed and MF Open	—	$795K	0.1%	13K	-3%
84	$BA	BOEING CO	Industrials	$750K	0.1%	3,464	-0.5%
85	$LLY	ELI LILLY & Co	Healthcare	$734K	0.1%	612	+32%
86	—	JANUS DETROIT - MF Closed and MF Open	—	$716K	0.1%	7,699	-0.3%
87	—	ISHARES RUSSELL - MF Closed and MF Open	—	$668K	0.1%	5,376	+300%
88	—	ISHARES FUTURE - MF Closed and MF Open	—	$587K	0.1%	7,709	+18%
89	—	NUVEEN ESG - MF Closed and MF Open	—	$583K	0.1%	12K	-26%
90	$JCI	Johnson Controls International plc	Industrials	$526K	0.1%	3,598	+14%
91	—	STATE STREET - MF Closed and MF Open	—	$475K	0.1%	16K	+8%
92	—	ISHARES MSCI - MF Closed and MF Open	—	$468K	0.1%	1,366	-5%
93	$AMZN	AMAZON COM INC	Consumer Discretionary	$458K	0.1%	1,922	+14%
94	—	VANGUARD SMALL - MF Closed and MF Open	—	$448K	0.0%	1,477	—
95	—	STATE STREET - MF Closed and MF Open	—	$441K	0.0%	3,701	-9%
96	$SPY	SPDR S&P 500 ETF TRUST	—	$425K	0.0%	570	+3%
97	—	ISHARES CORE - MF Closed and MF Open	—	$420K	0.0%	5,445	-11%
98	$CAT	CATERPILLAR INC	Industrials	$408K	0.0%	383	-5%
99	—	ISHARES CORE - MF Closed and MF Open	—	$394K	0.0%	2,657	+2%
100	$GOOG	Alphabet Inc.	Technology	$381K	0.0%	1,077	+9%
101	$JPM	JPMORGAN CHASE & CO	Financials	$373K	0.0%	1,140	-8%
102	—	VANGUARD VALUE - MF Closed and MF Open	—	$369K	0.0%	1,693	-1%
103	—	PIMCO SHORT - MF Closed and MF Open	—	$352K	0.0%	6,976	+1.0%
104	—	ISHARES SEMICONDUCTOR - MF Closed and MF Open	—	$331K	0.0%	516	+12%
105	$HD	HOME DEPOT, INC.	Consumer Discretionary	$328K	0.0%	931	—
106	$AMAT	APPLIED MATERIALS INC /DE	Technology	$322K	0.0%	445	—
107	$DE	DEERE & CO	Industrials	$314K	0.0%	495	—
108	—	SCHWAB US - MF Closed and MF Open	—	$313K	0.0%	9,000	—
109	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$307K	0.0%	328	—
110	—	ISHARES ESG - MF Closed and MF Open	—	$303K	0.0%	1,964	—
111	$KO	COCA COLA CO	Consumer Staples	$293K	0.0%	3,611	-5%
112	—	FIRST TRUST - MF Closed and MF Open	—	$285K	0.0%	5,913	-12%
113	$NEE	NEXTERA ENERGY INC	Utilities	$281K	0.0%	3,200	—
114	$AVGO	Broadcom Inc.	Technology	$278K	0.0%	735	-10%
115	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$276K	0.0%	392	—
116	$WT	WisdomTree, Inc.	Financials	$263K	0.0%	3,134	-0.3%
117	—	XTRACKERS MSCI - MF Closed and MF Open	—	$261K	0.0%	4,774	—
118	—	ISHARES TECHNOLOGY - MF Closed and MF Open	—	$247K	0.0%	978	—
119	$ORCL	ORACLE CORP	Technology	$236K	0.0%	1,611	—
120	$MCD	MCDONALDS CORP	Consumer Discretionary	$230K	0.0%	851	+41%
121	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$229K	0.0%	168	-0.6%
122	—	SCHWAB US - MF Closed and MF Open	—	$226K	0.0%	7,681	—
123	—	BITMINE IMMERSION - Common Stock	—	$225K	0.0%	17K	+115%
124	$CVX	CHEVRON CORP	Energy	$224K	0.0%	1,350	-9%
125	$GLD	SPDR GOLD TRUST	Financials	$217K	0.0%	589	-9%
126	—	ISHARES RUSSELL - MF Closed and MF Open	—	$213K	0.0%	879	—
127	$MSTR	Strategy Inc	Financials	$208K	0.0%	2,388	+64%
128	$PEP	PEPSICO INC	Consumer Staples	$198K	0.0%	1,464	—
129	$ABBV	AbbVie Inc.	Healthcare	$189K	0.0%	749	+0.4%
130	$DGICA	DONEGAL GROUP INC	Financials	$187K	0.0%	9,892	—
131	—	GLOBAL X - MF Closed and MF Open	—	$185K	0.0%	2,510	-4%
132	$TSLA	Tesla, Inc.	Consumer Discretionary	$180K	0.0%	428	-6%
133	—	FIRST TRUST - MF Closed and MF Open	—	$178K	0.0%	1,272	-3%
134	$WPC	W. P. Carey Inc.	Real Estate	$171K	0.0%	2,389	+0.1%
135	$GS	GOLDMAN SACHS GROUP INC	Financials	$169K	0.0%	167	—
136	$NIC	NICOLET BANKSHARES INC	Financials	$168K	0.0%	1,017	—
137	$GOOGL	Alphabet Inc.	Technology	$166K	0.0%	465	-3%
138	—	NUVEEN ESG - MF Closed and MF Open	—	$162K	0.0%	4,060	—
139	—	ISHARES U S - MF Closed and MF Open	—	$162K	0.0%	4,796	—
140	$ET	Energy Transfer LP	Energy	$161K	0.0%	8,404	-23%
141	—	VANGUARD FTSE - MF Closed and MF Open	—	$161K	0.0%	2,253	—
142	—	INVESCO S&P - MF Closed and MF Open	—	$158K	0.0%	6,917	—
143	$IBIT	iShares Bitcoin Trust ETF	Financials	$155K	0.0%	4,665	+238%
144	—	DIMENSIONAL US - MF Closed and MF Open	—	$154K	0.0%	1,880	—
145	$V	VISA INC.	Financials	$146K	0.0%	425	—
146	$IVZ	Invesco Ltd.	Financials	$146K	0.0%	2,693	+0.3%
147	—	INVESCO MSCI - MF Closed and MF Open	—	$138K	0.0%	2,468	—
148	—	SCHWAB US - MF Closed and MF Open	—	$137K	0.0%	4,308	—
149	—	STATE STREET - MF Closed and MF Open	—	$133K	0.0%	1,607	+0.2%
150	—	FIRST TRUST - MF Closed and MF Open	—	$131K	0.0%	1,622	+1%

What changed in Q2 2026

Against the previous quarter's 13F: 16 new, 89 added to, 100 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.

New positions (16)

$MDTMedtronic plc$30K
first bought this quarter
$ZTRVirtus Total Return Fund Inc.$25K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$16K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$11K
first bought this quarter
ISHARES CORE - MF Closed and MF Open$7K
first bought this quarter
$ACNAccenture plc$6K
first bought this quarter

+10 more in the Excel export

Added to (89)

VANGUARD GROWTH - MF Closed and MF Open+511%
now $26.8M
MFS BLENDED - MF Closed and MF Open+6209%
now $10.0M
AVANTIS INTL - MF Closed and MF Open+16%
now $52.1M
FIDELITY ENHANCED - MF Closed and MF Open+17%
now $27.6M
$GSGOLDMAN SACHS GROUP INC+8%
now $32.0M · held 10+ qtrs, 2 adds in a row
NYLI MACKAY - MF Closed and MF Open+3%
now $47.9M

+83 more in the Excel export

Trimmed (100)

VANECK NATURAL - MF Closed and MF Open-7%
now $16.2M
IMGP DBI - MF Closed and MF Open-5%
now $15.7M
ISHARES CORE - MF Closed and MF Open-3%
now $31.3M
STATE STREET - MF Closed and MF Open-0.9%
now $73.7M
JPMORGAN - MF Closed and MF Open-3%
now $20.3M
GOLDMAN SACHS - MF Closed and MF Open-1%
now $45.6M

+94 more in the Excel export

Sold out (17)

$LMTLOCKHEED MARTIN CORPwas $30K
held 3 qtrs
$STLDSTEEL DYNAMICS INCwas $27K
held 6 qtrs
$RFREGIONS FINANCIAL CORPwas $17K
held 1 qtr
$MCKMCKESSON CORPwas $16K
held 8 qtrs
$HONHONEYWELL INTERNATIONAL INCwas $16K
held 1 qtr
PACER USwas $13K

+11 more in the Excel export

Firm AUM (Form ADV): $1.9B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F IAG Wealth Partners, LLC has filed, 26 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of IAG Wealth Partners's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-6.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 11% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

IAG Wealth Partners, LLC disclosed 508 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 17 — including a new stake in $MDT and a full exit from $LMT. The portfolio is most concentrated in Other (81.8% of disclosed assets). All figures are sourced directly from IAG Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1827261.

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AI-Powered Hedge Fund Analysis: IAG Wealth Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For IAG Wealth Partners, LLC (SEC CIK: 1827261), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in IAG Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.