Institutional Manager · CIK 0001827261
IAG Wealth Partners, LLC
Waukesha, WI · File #028-20688
Latest AUM
$863.6M
Positions
497
Top-10 Concentration
49.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025497 pos · $863.6M
- 13F HOLDINGS REPORTQ/E Sep 2025526 pos · $832.5M
- 13F HOLDINGS REPORTQ/E Jun 2025495 pos · $755.7M
- 13F HOLDINGS REPORTQ/E Mar 2025500 pos · $643.4M
- 13F HOLDINGS REPORTQ/E Dec 2024507 pos · $566.9M
- 13F HOLDINGS REPORTQ/E Sep 2024490 pos · $541.0M
- 13F HOLDINGS REPORTQ/E Jun 2024499 pos · $497.6M
- 13F HOLDINGS REPORTQ/E Mar 2024452 pos · $465.6M
- 13F HOLDINGS REPORTQ/E Dec 2023448 pos · $358.7M
- 13F HOLDINGS REPORTQ/E Sep 2023459 pos · $378.4M
- 13F HOLDINGS REPORTQ/E Jun 2023451 pos · $360.4M
- 13F HOLDINGS REPORTQ/E Mar 2023434 pos · $339.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | STATE STREET | 78464A854 | 812,288 | $65.2M | 8.20% |
| 2 | JPMORGAN ACTIVE | 46654Q716 | 1,200,760 | $64.9M | 8.17% |
| 3 | NYLI MACKAY | 45409F827 | 1,838,192 | $44.7M | 5.63% |
| 4 | GOLDMAN SACHS | NVGLF | 327,865 | $43.4M | 5.46% |
| 5 | AVANTIS INTL | 025072364 | 541,505 | $38.6M | 4.85% |
| 6 | WISDOMTREE U S | WT | 390,561 | $34.4M | 4.33% |
| 7 | ISHARES CORE | 46435U861 | 525,995 | $28.0M | 3.52% |
| 8 | ISHARES CORE | 464287200 | 38,341 | $26.3M | 3.30% |
| 9 | GOLDMAN SACHS | NVGLF | 600,503 | $25.8M | 3.24% |
| 10 | WISDOMTREE U S | WT | 493,195 | $25.4M | 3.20% |
| 11 | VANGUARD GROWTH | 922908736 | 48,355 | $23.6M | 2.97% |
| 12 | PGIM ULTRA | 69344A107 | 446,506 | $22.1M | 2.79% |
| 13 | SIMPLIFY MANAGED | 82889N699 | 811,968 | $22.1M | 2.78% |
| 14 | INVESCO LARGE | IVZ | 323,838 | $21.5M | 2.71% |
| 15 | JPMORGAN | 46641Q647 | 402,722 | $20.3M | 2.56% |
| 16 | VANECK NATURAL | 92189F841 | 326,814 | $19.7M | 2.47% |
| 17 | ISHARES MORNINGSTAR | 464288307 | 223,763 | $17.9M | 2.25% |
| 18 | AVANTIS INTL | 025072703 | 211,150 | $17.4M | 2.19% |
| 19 | SPDR DEVELOPED | 78463X889 | 376,541 | $16.7M | 2.10% |
| 20 | IMGP DBI | 53700T827 | 565,318 | $15.9M | 2.00% |