Iag Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$895.9M
Q ending 2026-03-31
Prior quarter
$863.6M
Q ending 2025-12-31
Change
+3.7% QoQ · +39.2% YoY
Positions
509
reported holdings
Largest positions
Top 100 of 509 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Street | SPYM | Shares | $64.8M | 846K |
| Jpmorgan Active | JBND | Shares | $59.7M | 1.1M |
| Nyli Mackay | MMIT | Shares | $45.9M | 1.9M |
| Avantis Intl | AVIV | Shares | $43.4M | 581K |
| Goldman Sachs | GSLC | Shares | $40.7M | 325K |
| Wisdomtree U S | DLN | Shares | $35.7M | 399K |
| Ishares Core | DIVB | Shares | $28.2M | 522K |
| Goldman Sachs | GSIE | Shares | $27.9M | 648K |
| Wisdomtree U S | DON | Shares | $26.3M | 501K |
| Ishares Core | IVV | Shares | $25.0M | 38K |
| Simplify Managed | CTA | Shares | $24.0M | 795K |
| Invesco Large | PWV | Shares | $22.5M | 323K |
| Vanguard Growth | VUG | Shares | $22.2M | 51K |
| Avantis Intl | AVDE | Shares | $21.7M | 256K |
| Jpmorgan | JMUB | Shares | $20.7M | 413K |
| Pgim Ultra | PULS | Shares | $20.6M | 416K |
| Fidelity Enhanced | FELG | Shares | $20.3M | 541K |
| State Street | SPDW | Shares | $18.9M | 415K |
| Vaneck Natural | HAP | Shares | $18.3M | 253K |
| Ishares Morningstar | IMCG | Shares | $18.1M | 230K |
| Imgp Dbi | DBMF | Shares | $16.3M | 541K |
| State Street | SPTM | Shares | $14.0M | 177K |
| State Street | SPMD | Shares | $13.6M | 230K |
| Columbia Research | RECS | Shares | $13.2M | 338K |
| Wisdomtree Us | DGRW | Shares | $11.2M | 128K |
| State Street | SPYG | Shares | $10.8M | 110K |
| Ishares Russell | IWY | Shares | $10.5M | 42K |
| Victoryshares Small | SFLO | Shares | $10.3M | 343K |
| State Street | CWI | Shares | $10.2M | 280K |
| Flexshares Morningstar | GUNR | Shares | $9.0M | 163K |
| State Street | SPAB | Shares | $7.7M | 301K |
| State Street | MDYV | Shares | $6.9M | 81K |
| State Street | SPSM | Shares | $6.5M | 135K |
| Vanguard Dividend | VIG | Shares | $6.4M | 30K |
| State Street | SPYV | Shares | $5.8M | 102K |
| Avantis Emerging | AVEM | Shares | $5.6M | 69K |
| State Street | GNR | Shares | $5.3M | 71K |
| Dimensional Emerging | DFAE | Shares | $5.2M | 154K |
| Jpmorgan | BBSC | Shares | $5.1M | 67K |
| Pimco Enhanced | PYLD | Shares | $4.8M | 183K |
| Hartford Multifactor | RODM | Shares | $4.7M | 119K |
| Fidelity Covington | FESM | Shares | $4.6M | 121K |
| Invesco S&P | SPHQ | Shares | $4.4M | 59K |
| Fidelity Enhanced | FMDE | Shares | $4.4M | 123K |
| State Street | MDYG | Shares | $4.3M | 45K |
| Ishares Morningstar | ISCG | Shares | $4.3M | 78K |
| Franklin Us | FLQM | Shares | $3.5M | 65K |
| Dimensional Intl | DFIS | Shares | $3.4M | 101K |
| Neuberger Commodity | NBCM | Shares | $3.4M | 121K |
| Victoryshares Us | CSB | Shares | $3.2M | 52K |
| John Hancock | JHMM | Shares | $3.0M | 44K |
| Jpmorgan Betabuilders | BBUS | Shares | $2.3M | 20K |
| Berkshire Hathaway | BRK/B | Shares | $2.3M | 5K |
| Avantis Intl | AVDV | Shares | $2.3M | 23K |
| Janus Detroit | JSMD | Shares | $2.2M | 28K |
| Hartford Schroders | HTAB | Shares | $2.2M | 114K |
| State Street | SPEM | Shares | $2.1M | 45K |
| Jpmorgan Hedged | HELO | Shares | $2.1M | 32K |
| Jpmorgan | JMST | Shares | $2.0M | 40K |
| Johnson & Johnson | JNJ | Shares | $1.7M | 7K |
| State Street | SMLV | Shares | $1.6M | 12K |
| State Street | SJNK | Shares | $1.6M | 65K |
| Wec Energy | WEC | Shares | $1.5M | 13K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Vanguard Total | VTI | Shares | $1.3M | 4K |
| Wisdomtree U S | DES | Shares | $1.3M | 36K |
| State Street | SPGM | Shares | $1.3M | 17K |
| Vanguard S&P | VOO | Shares | $1.3M | 2K |
| Invesco Msci | PBUS | Shares | $1.2M | 18K |
| Schwab Us | SCHM | Shares | $1.1M | 35K |
| Capital Group | CGGE | Shares | $1.0M | 34K |
| Jpmorgan Betabuilders | BBMC | Shares | $907K | 8K |
| Microsoft Corp | MSFT | Shares | $838K | 2K |
| Vanguard Ftse | VSS | Shares | $803K | 6K |
| Invesco Qqq | QQQ | Shares | $792K | 1K |
| State Street | SLYV | Shares | $789K | 8K |
| Nvidia Corp | NVDA | Shares | $780K | 4K |
| Vanguard Fste | VWO | Shares | $740K | 14K |
| Goldman Sachs | GEM | Shares | $735K | 17K |
| Boeing Company | BA | Shares | $693K | 3K |
| Nuveen Esg | NUMG | Shares | $685K | 17K |
| Janus Henderson | VNLA | Shares | $662K | 14K |
| Ishares Russell | IWM | Shares | $637K | 3K |
| Ishares Russell | IWF | Shares | $573K | 1K |
| Janus Detroit | JSML | Shares | $541K | 8K |
| State Street | SPSB | Shares | $441K | 15K |
| Eli Lilly | LLY | Shares | $425K | 462 |
| Ishares Core | IJH | Shares | $415K | 6K |
| Johnson Controls | Shares | $413K | 3K | |
| State Street | SLYG | Shares | $393K | 4K |
| Vanguard Small | VB | Shares | $387K | 1K |
| Jpmorgan Chase | JPM | Shares | $363K | 1K |
| State Street | SPY | Shares | $360K | 554 |
| Amazon Com | AMZN | Shares | $351K | 2K |
| Pimco Short | SMMU | Shares | $349K | 7K |
| Ishares Msci | MTUM | Shares | $344K | 1K |
| Vanguard Value | VTV | Shares | $337K | 2K |
| Costco Wholesale | COST | Shares | $327K | 328 |
| Ishares Core | IJR | Shares | $325K | 3K |
| First Trust | FVD | Shares | $316K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.