IAG Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1827261
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13F Reported Value
ⓘ$1.0B
Holdings
508
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
DiversifyingSTATE STREET - MF Closed a
7.3% weight
Held 10 quarters
JPMORGAN ACTIVE - MF Close
5.9% weight
Held 8 quarters
AVANTIS INTL - MF Closed a
5.2% weight
Held 7 quarters
NYLI MACKAY - MF Closed an
4.7% weight
Held 10 quarters
GOLDMAN SACHS - MF Closed
4.5% weight
Held 10 quarters
$WT9 quarters accumulating
STATE STREET - MF Closed a
9 quarters accumulating
VICTORYSHARES US - MF Clos
9 quarters accumulating
STATE STREET - MF Closed a
9 quarters accumulating
$MPT9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
STATE STREET - MF Closed and MF Open
—Quality
$73.7M838,486 shJPMORGAN ACTIVE - MF Closed and MF Open
—Quality
$59.6M1,114,649 shAVANTIS INTL - MF Closed and MF Open
—Quality
$52.1M673,117 shNYLI MACKAY - MF Closed and MF Open
—Quality
$47.9M1,967,096 shGOLDMAN SACHS - MF Closed and MF Open
—Quality
$45.6M321,376 sh- 59.9
Quality
$38.8M402,998 sh - 73.5
Quality
$32.0M701,237 sh ISHARES CORE - MF Closed and MF Open
—Quality
$31.3M508,870 shISHARES CORE - MF Closed and MF Open
—Quality
$27.8M37,139 shFIDELITY ENHANCED - MF Closed and MF Open
—Quality
$27.6M631,926 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET - MF Closed and MF Open | — | $73.7M | 838,486 |
| JPMORGAN ACTIVE - MF Closed and MF Open | — | $59.6M | 1,114,649 |
| AVANTIS INTL - MF Closed and MF Open | — | $52.1M | 673,117 |
| NYLI MACKAY - MF Closed and MF Open | — | $47.9M | 1,967,096 |
| GOLDMAN SACHS - MF Closed and MF Open | — | $45.6M | 321,376 |
| WisdomTree, Inc.$WT | 59.9 | $38.8M | 402,998 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $32.0M | 701,237 |
| ISHARES CORE - MF Closed and MF Open | — | $31.3M | 508,870 |
| ISHARES CORE - MF Closed and MF Open | — | $27.8M | 37,139 |
| FIDELITY ENHANCED - MF Closed and MF Open | — | $27.6M | 631,926 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IAG Wealth Partners, LLC's 508 positions.
Showing top 10 of 508 holdings.
Sector Allocation
Other
$826.8M
Financials
$164.3M
Technology
$6.1M
Healthcare
$3.3M
Industrials
$3.1M
Utilities
$2.4M
Consumer Discretionary
$1.9M
Energy
$676,488
Top Holdings — IAG Wealth Partners, LLC (Q2 2026)
Top 150 of 508 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET - MF Closed and MF Open | $73.7M | 7.3% | -1% | — |
| 2 | — | JPMORGAN ACTIVE - MF Closed and MF Open | $59.6M | 5.9% | +0% | — |
| 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 | $WT | WisdomTree, Inc. | $38.8M | 3.8% | +1% | 59.9 |
| 7 | $GS | GOLDMAN SACHS GROUP INC | $32.0M | 3.2% | +8% | 73.5 |
| 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% | — |
| 11 | — | VANGUARD GROWTH - MF Closed and MF Open | $26.8M | 2.6% | +511% | — |
| 12 | $WT | WisdomTree, Inc. | $26.6M | 2.6% | -6% | 59.9 |
| 13 | — | AVANTIS INTL - MF Closed and MF Open | $26.4M | 2.6% | +16% | — |
| 14 |  $IVZ | Invesco Ltd. | $25.0M | 2.5% | +2% | — |
| 15 | — | STATE STREET - MF Closed and MF Open | $22.6M | 2.2% | +8% | — |
| 16 | — | ISHARES MORNINGSTAR - MF Closed and MF Open | $22.1M | 2.2% | -2% | — |
| 17 | — | PGIM ULTRA - MF Closed and MF Open | $21.3M | 2.1% | +3% | — |
| 18 | — | SIMPLIFY MANAGED - MF Closed and MF Open | $21.3M | 2.1% | +3% | — |
| 19 | — | JPMORGAN - MF Closed and MF Open | $20.3M | 2.0% | -3% | — |
| 20 | — | VANECK NATURAL - MF Closed and MF Open | $16.2M | 1.6% | -7% | — |
| 21 | — | PGIM SHORT - MF Closed and MF Open | $16.1M | 1.6% | NEW | — |
| 22 | — | IMGP DBI - MF Closed and MF Open | $15.7M | 1.6% | -5% | — |
| 23 | — | STATE STREET - MF Closed and MF Open | $15.1M | 1.5% | -3% | — |
| 24 | — | COLUMBIA RESEARCH - MF Closed and MF Open | $15.0M | 1.5% | +3% | — |
| 25 | — | STATE STREET - MF Closed and MF Open | $15.0M | 1.5% | -7% | — |
| 26 | — | STATE STREET - MF Closed and MF Open | $13.3M | 1.3% | +1% | — |
| 27 | $WT | WisdomTree, Inc. | $12.3M | 1.2% | +1% | 59.9 |
| 28 | — | ISHARES RUSSELL - MF Closed and MF Open | $11.9M | 1.2% | -3% | — |
| 29 |  $STT | STATE STREET CORP | $11.5M | 1.1% | +1% | 71.5 |
| 30 | — | VICTORYSHARES SMALL - MF Closed and MF Open | $11.4M | 1.1% | -3% | — |
| 31 | — | MFS BLENDED - MF Closed and MF Open | $10.0M | 1.0% | +6209% | — |
| 32 | — | FLEXSHARES MORNINGSTAR - MF Closed and MF Open | $8.3M | 0.8% | +3% | — |
| 33 | — | STATE STREET - MF Closed and MF Open | $7.9M | 0.8% | +2% | — |
| 34 | — | STATE STREET - MF Closed and MF Open | $7.8M | 0.8% | +2% | — |
| 35 | — | STATE STREET - MF Closed and MF Open | $7.4M | 0.7% | -4% | — |
| 36 | — | VANGUARD DIVIDEND - MF Closed and MF Open | $7.0M | 0.7% | +0% | — |
| 37 | — | AVANTIS EMERGING - MF Closed and MF Open | $6.9M | 0.7% | +3% | — |
| 38 | — | FIDELITY ENHANCED - MF Closed and MF Open | $6.4M | 0.6% | +9% | — |
| 39 | — | JPMORGAN - MF Closed and MF Open | $6.3M | 0.6% | +2% | — |
| 40 | — | STATE STREET - MF Closed and MF Open | $6.1M | 0.6% | -1% | — |
| 41 | — | DIMENSIONAL EMERGING - MF Closed and MF Open | $5.9M | 0.6% | -5% | — |
| 42 | — | PIMCO ENHANCED - MF Closed and MF Open | $5.3M | 0.5% | +9% | — |
| 43 | $IVZ | Invesco Ltd. | $5.1M | 0.5% | -3% | — |
| 44 | — | ISHARES MORNINGSTAR - MF Closed and MF Open | $5.1M | 0.5% | -0% | — |
| 45 | — | FIDELITY ENHANCED - MF Closed and MF Open | $4.9M | 0.5% | -1% | — |
| 46 | $STT | STATE STREET CORP | $4.8M | 0.5% | -4% | 71.5 |
| 47 | — | STATE STREET - MF Closed and MF Open | $4.8M | 0.5% | +1% | — |
| 48 | — | HARTFORD MULTIFACTOR - MF Closed and MF Open | $4.7M | 0.5% | -3% | — |
| 49 | — | DIMENSIONAL INTL - MF Closed and MF Open | $3.9M | 0.4% | +11% | — |
| 50 | — | FRANKLIN US - MF Closed and MF Open | $3.6M | 0.4% | -2% | — |
| 51 | — | JOHN HANCOCK - MF Closed and MF Open | $3.5M | 0.3% | +4% | — |
| 52 | — | VICTORYSHARES US - MF Closed and MF Open | $3.4M | 0.3% | +1% | — |
| 53 | — | NEUBERGER COMMODITY - MF Closed and MF Open | $2.7M | 0.3% | -17% | — |
| 54 | — | JANUS DETROIT - MF Closed and MF Open | $2.6M | 0.3% | -8% | — |
| 55 | — | JPMORGAN BETABUILDERS - MF Closed and MF Open | $2.6M | 0.3% | -4% | — |
| 56 | — | STATE STREET - MF Closed and MF Open | $2.5M | 0.2% | +6% | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.2% | -1% | 73.8 |
| 58 | — | AVANTIS INTL - MF Closed and MF Open | $2.3M | 0.2% | -1% | — |
| 59 | — | JPMORGAN - MF Closed and MF Open | $2.0M | 0.2% | +0% | — |
| 60 | — | JPMORGAN HEDGED - MF Closed and MF Open | $1.9M | 0.2% | -12% | — |
| 61 | — | STATE STREET - MF Closed and MF Open | $1.8M | 0.2% | -3% | — |
| 62 | — | STATE STREET - MF Closed and MF Open | $1.8M | 0.2% | +25% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.2% | -4% | 69 |
| 64 | — | CAPITAL GROUP - MF Closed and MF Open | $1.7M | 0.2% | +41% | — |
| 65 | — | PRINCIPAL ACTIVE - MF Closed and MF Open | $1.7M | 0.2% | NEW | — |
| 66 | — | JANUS HENDERSON - MF Closed and MF Open | $1.7M | 0.2% | +153% | — |
| 67 | — | HARTFORD SCHRODERS - MF Closed and MF Open | $1.7M | 0.2% | -24% | — |
| 68 |  $AAPL | Apple Inc. | $1.6M | 0.2% | -3% | 76.4 |
| 69 |  $WEC | WEC ENERGY GROUP, INC. | $1.5M | 0.1% | -4% | 60.1 |
| 70 | — | VANGUARD TOTAL - MF Closed and MF Open | $1.5M | 0.1% | -3% | — |
| 71 | $WT | WisdomTree, Inc. | $1.4M | 0.1% | -3% | 59.9 |
| 72 | — | VANGUARD S&P - MF Closed and MF Open | $1.4M | 0.1% | -3% | — |
| 73 | — | INVESCO MSCI - MF Closed and MF Open | $1.2M | 0.1% | -14% | — |
| 74 | — | SCHWAB US - MF Closed and MF Open | $1.2M | 0.1% | -8% | — |
| 75 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | +5% | — |
| 76 | — | JPMORGAN BETABUILDERS - MF Closed and MF Open | $1.0M | 0.1% | -3% | — |
| 77 | $GS | GOLDMAN SACHS GROUP INC | $883,688 | 0.1% | -0% | 73.5 |
| 78 | — | STATE STREET - MF Closed and MF Open | $859,241 | 0.1% | -6% | — |
| 79 |  $NVDA | NVIDIA CORP | $855,447 | 0.1% | -4% | 85.9 |
| 80 | — | VANGUARD FTSE - MF Closed and MF Open | $850,138 | 0.1% | +0% | — |
| 81 |  $MSFT | MICROSOFT CORP | $833,910 | 0.1% | -1% | 79.8 |
| 82 | — | ISHARES RUSSELL - MF Closed and MF Open | $808,812 | 0.1% | +5% | — |
| 83 | — | VANGUARD FSTE - MF Closed and MF Open | $794,651 | 0.1% | -3% | — |
| 84 |  $BA | BOEING CO | $749,852 | 0.1% | -0% | 61.6 |
| 85 |  $LLY | ELI LILLY & Co | $734,052 | 0.1% | +32% | 87.5 |
| 86 | — | JANUS DETROIT - MF Closed and MF Open | $716,431 | 0.1% | -0% | — |
| 87 | — | ISHARES RUSSELL - MF Closed and MF Open | $667,538 | 0.1% | +300% | — |
| 88 | — | ISHARES FUTURE - MF Closed and MF Open | $587,118 | 0.1% | +18% | — |
| 89 | — | NUVEEN ESG - MF Closed and MF Open | $583,056 | 0.1% | -26% | — |
| 90 |  $JCI | Johnson Controls International plc | $525,704 | 0.1% | +14% | — |
| 91 | — | STATE STREET - MF Closed and MF Open | $475,056 | 0.1% | +8% | — |
| 92 | — | ISHARES MSCI - MF Closed and MF Open | $468,307 | 0.1% | -5% | — |
| 93 |  $AMZN | AMAZON COM INC | $458,090 | 0.1% | +14% | 68.7 |
| 94 | — | VANGUARD SMALL - MF Closed and MF Open | $447,710 | 0.0% | +0% | — |
| 95 | — | STATE STREET - MF Closed and MF Open | $440,900 | 0.0% | -9% | — |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $425,416 | 0.0% | +3% | — |
| 97 | — | ISHARES CORE - MF Closed and MF Open | $419,863 | 0.0% | -11% | — |
| 98 |  $CAT | CATERPILLAR INC | $407,857 | 0.0% | -5% | 66.5 |
| 99 | — | ISHARES CORE - MF Closed and MF Open | $394,058 | 0.0% | +2% | — |
| 100 |  $GOOGL | Alphabet Inc. | $380,536 | 0.0% | +9% | 78.2 |
| 101 |  $JPM | JPMORGAN CHASE & CO | $373,156 | 0.0% | -8% | 70.7 |
| 102 | — | VANGUARD VALUE - MF Closed and MF Open | $368,852 | 0.0% | -1% | — |
| 103 | — | PIMCO SHORT - MF Closed and MF Open | $352,288 | 0.0% | +1% | — |
| 104 | — | ISHARES SEMICONDUCTOR - MF Closed and MF Open | $330,948 | 0.0% | +12% | — |
| 105 |  $HD | HOME DEPOT, INC. | $328,345 | 0.0% | +0% | 60.3 |
| 106 |  $AMAT | APPLIED MATERIALS INC /DE | $321,789 | 0.0% | +0% | 72.3 |
| 107 |  $DE | DEERE & CO | $313,993 | 0.0% | +0% | 55.4 |
| 108 | — | SCHWAB US - MF Closed and MF Open | $313,290 | 0.0% | +0% | — |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $306,834 | 0.0% | +0% | 66.2 |
| 110 | — | ISHARES ESG - MF Closed and MF Open | $303,047 | 0.0% | +0% | — |
| 111 |  $KO | COCA COLA CO | $293,486 | 0.0% | -5% | 69.5 |
| 112 | — | FIRST TRUST - MF Closed and MF Open | $284,909 | 0.0% | -12% | — |
| 113 |  $NEE | NEXTERA ENERGY INC | $280,864 | 0.0% | +0% | 64.6 |
| 114 |  $AVGO | Broadcom Inc. | $277,649 | 0.0% | -10% | 84.5 |
| 115 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $275,709 | 0.0% | +0% | — |
| 116 | $WT | WisdomTree, Inc. | $262,597 | 0.0% | -0% | 59.9 |
| 117 | — | XTRACKERS MSCI - MF Closed and MF Open | $260,804 | 0.0% | +0% | — |
| 118 | — | ISHARES TECHNOLOGY - MF Closed and MF Open | $246,681 | 0.0% | +0% | — |
| 119 |  $ORCL | ORACLE CORP | $236,092 | 0.0% | +0% | 66.2 |
| 120 |  $MCD | MCDONALDS CORP | $230,036 | 0.0% | +41% | 69 |
| 121 |  $GWW | W.W. GRAINGER, INC. | $228,547 | 0.0% | -1% | 61.8 |
| 122 | — | SCHWAB US - MF Closed and MF Open | $226,051 | 0.0% | +0% | — |
| 123 | — | BITMINE IMMERSION - Common Stock | $224,700 | 0.0% | +115% | — |
| 124 |  $CVX | CHEVRON CORP | $223,722 | 0.0% | -9% | 62.8 |
| 125 |  $GLD | SPDR GOLD TRUST | $216,975 | 0.0% | -9% | — |
| 126 | — | ISHARES RUSSELL - MF Closed and MF Open | $213,096 | 0.0% | +0% | — |
| 127 |  $MSTR | Strategy Inc | $207,592 | 0.0% | +64% | 17.9 |
| 128 |  $PEP | PEPSICO INC | $198,226 | 0.0% | +0% | 63.4 |
| 129 |  $ABBV | AbbVie Inc. | $188,562 | 0.0% | +0% | 72.6 |
| 130 |  $DGICA | DONEGAL GROUP INC | $186,563 | 0.0% | +0% | 51.8 |
| 131 | — | GLOBAL X - MF Closed and MF Open | $184,887 | 0.0% | -4% | — |
| 132 |  $TSLA | Tesla, Inc. | $180,017 | 0.0% | -6% | 53.9 |
| 133 | — | FIRST TRUST - MF Closed and MF Open | $177,919 | 0.0% | -3% | — |
| 134 |  $WPC | W. P. Carey Inc. | $170,834 | 0.0% | +0% | 65.9 |
| 135 | $GS | GOLDMAN SACHS GROUP INC | $168,898 | 0.0% | +0% | 73.5 |
| 136 |  $NIC | NICOLET BANKSHARES INC | $168,202 | 0.0% | +0% | 67.6 |
| 137 |  $GOOG | Alphabet Inc. | $166,122 | 0.0% | -3% | 78.2 |
| 138 | — | NUVEEN ESG - MF Closed and MF Open | $162,480 | 0.0% | +0% | — |
| 139 | — | ISHARES U S - MF Closed and MF Open | $162,249 | 0.0% | +0% | — |
| 140 |  $ET | Energy Transfer LP | $160,676 | 0.0% | -23% | 64.4 |
| 141 | — | VANGUARD FTSE - MF Closed and MF Open | $160,527 | 0.0% | +0% | — |
| 142 | — | INVESCO S&P - MF Closed and MF Open | $158,399 | 0.0% | +0% | — |
| 143 |  $IBIT | iShares Bitcoin Trust ETF | $155,298 | 0.0% | +238% | — |
| 144 | — | DIMENSIONAL US - MF Closed and MF Open | $154,047 | 0.0% | +0% | — |
| 145 |  $V | VISA INC. | $145,814 | 0.0% | +0% | 82.9 |
| 146 | $IVZ | Invesco Ltd. | $145,511 | 0.0% | +0% | — |
| 147 | — | INVESCO MSCI - MF Closed and MF Open | $137,616 | 0.0% | +0% | — |
| 148 | — | SCHWAB US - MF Closed and MF Open | $136,606 | 0.0% | +0% | — |
| 149 | — | STATE STREET - MF Closed and MF Open | $133,460 | 0.0% | +0% | — |
| 150 | — | FIRST TRUST - MF Closed and MF Open | $131,479 | 0.0% | +1% | — |
New Positions (16)
$MDT Medtronic plc$30,431
$ZTR Virtus Total Return Fund Inc.$25,114
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$15,719
$FDXF FedEx Freight Holding Company, Inc.$11,476 ISHARES CORE - MF Closed and MF Open$6,716
$ACN Accenture plc$6,222 ISHARES CORE - MF Closed and MF Open$5,742
ISHARES CORE - MF Closed and MF Open$4,983
$GME GameStop Corp.$2,366 ISHARES CORE - MF Closed and MF Open$1,932
FIRST TRUST - MF Closed and MF Open$1,910
FIRST TRUST - MF Closed and MF Open$1,732
FIRST TRUST - MF Closed and MF Open$1,726
STATE STREER - MF Closed and MF Open$1,703
ISHARES U S - MF Closed and MF Open$1,227
Exited Positions (17)
$LMT LOCKHEED MARTIN CORP
$STLD STEEL DYNAMICS INC
$RF REGIONS FINANCIAL CORP
$MCK MCKESSON CORP
$HON HONEYWELL INTERNATIONAL INC PACER US
INVESCO BUILDING
$CRWD CrowdStrike Holdings, Inc.
$FOX Fox Corp
$FAST FASTENAL CO ISHARES ESG
$OTTR Otter Tail Corp
$COIN Coinbase Global, Inc.
$UBER Uber Technologies, Inc
$AXP AMERICAN EXPRESS COBrowse Top Institutional Investors
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