§ 13F · FUND PROFILE
IAG Wealth Partners, LLC.
AUM · $1.0B (13F)Positions · 508Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$131K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | 838K | $74M | 7.3% | −1% |
| 2 | JBND | JPMORGAN ACTIVE | 1.11M | $60M | 5.9% | ±0% |
| 3 | AVIV | AVANTIS INTL | 673K | $52M | 5.2% | +16% |
| 4 | MMIT | NYLI MACKAY | 1.97M | $48M | 4.7% | +3% |
| 5 | GSLC | GOLDMAN SACHS | 321K | $46M | 4.5% | −1% |
| 6 | DLN | WISDOMTREE U S | 403K | $39M | 3.8% | +1% |
| 7 | GSIE | GOLDMAN SACHS | 701K | $32M | 3.2% | +8% |
| 8 | DIVB | ISHARES CORE | 509K | $31M | 3.1% | −3% |
| 9 | IVV | ISHARES CORE | 37K | $28M | 2.8% | −3% |
| 10 | FELG | FIDELITY ENHANCED | 632K | $28M | 2.7% | +17% |
§ 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 $1.0 billion in assets. The fund runs a broad portfolio of 508 positions.
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