§ 13F · FUND PROFILE
IAG Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $833M (13F)Positions · 526Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | 846K | $65M | 7.2% | +4% |
| 2 | JBND | JPMORGAN ACTIVE | 1.11M | $60M | 6.7% | −8% |
| 3 | MMIT | NYLI MACKAY | 1.91M | $46M | 5.1% | +4% |
| 4 | AVIV | AVANTIS INTL | 581K | $43M | 4.8% | +7% |
| 5 | GSLC | GOLDMAN SACHS | 325K | $41M | 4.5% | −1% |
| 6 | DLN | WISDOMTREE U S | 399K | $36M | 4.0% | +2% |
| 7 | DIVB | ISHARES CORE | 522K | $28M | 3.1% | −1% |
| 8 | GSIE | GOLDMAN SACHS | 648K | $28M | 3.1% | +8% |
| 9 | DON | WISDOMTREE U S | 501K | $26M | 2.9% | +2% |
| 10 | IVV | ISHARES CORE | 38K | $25M | 2.8% | ±0% |
§ 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 $833 million in assets. The fund runs a broad portfolio of 526 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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