§ 13F · FUND PROFILE
IAG Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $755.7T (13F)Positions · 495Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$181.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | 812K | $65.2T | 7.5% | ±0% |
| 2 | JBND | JPMORGAN ACTIVE | 1.20M | $64.9T | 7.5% | +2% |
| 3 | MMIT | NYLI MACKAY | 1.84M | $44.7T | 5.2% | +10% |
| 4 | GSLC | GOLDMAN SACHS | 328K | $43.4T | 5.0% | −4% |
| 5 | AVIV | AVANTIS INTL | 542K | $38.6T | 4.5% | −2% |
| 6 | DLN | WISDOMTREE U S | 391K | $34.4T | 4.0% | −1% |
| 7 | DIVB | ISHARES CORE | 526K | $28.0T | 3.2% | +2% |
| 8 | IVV | ISHARES CORE | 38K | $26.3T | 3.0% | −6% |
| 9 | GSIE | GOLDMAN SACHS | 601K | $25.8T | 3.0% | −2% |
| 10 | DON | WISDOMTREE U S | 493K | $25.4T | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IAG SIGNAL
AC read
IAG Wealth Partners, LLC is a Other fund managing $755681.0 trillion in assets. The fund runs a broad portfolio of 495 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed