# IAG Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1827261. Source: https://holderbook.com/funds/1827261-iag-wealth-partners-llc/

- Reported value: $1.0B
- Positions: 508
- Weight of the ten largest: 43.2%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $73.7M | 838,486 | 7.3% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $59.6M | 1,114,649 | 5.9% | 8 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $52.1M | 673,117 | 5.2% | 7 |
| NEW YORK LIFE INVTS ACTIVE E | [MMIT](https://holderbook.com/stocks/MMIT/) | $47.9M | 1,967,096 | 4.7% | 19 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $45.6M | 321,376 | 4.5% | 27 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $38.8M | 402,998 | 3.8% | 27 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $32.0M | 701,237 | 3.2% | 27 |
| ISHARES TR | [DIVB](https://holderbook.com/stocks/DIVB/) | $31.3M | 508,870 | 3.1% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $27.8M | 37,139 | 2.8% | 27 |
| FIDELITY COVINGTON TRUST | [FELG](https://holderbook.com/stocks/FELG/) | $27.6M | 631,926 | 2.7% | 5 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $26.8M | 310,621 | 2.6% | 21 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $26.6M | 470,081 | 2.6% | 27 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $26.4M | 296,039 | 2.6% | 13 |
| INVESCO EXCHANGE TRADED FD T | [PWV](https://holderbook.com/stocks/PWV/) | $25.0M | 330,061 | 2.5% | 9 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $22.6M | 449,070 | 2.2% | 27 |
| ISHARES TR | [IMCG](https://holderbook.com/stocks/IMCG/) | $22.1M | 225,135 | 2.2% | 11 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $21.3M | 429,859 | 2.1% | 18 |
| SIMPLIFY EXCHANGE TRADED FUN | [CTA](https://holderbook.com/stocks/CTA/) | $21.3M | 821,040 | 2.1% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $20.3M | 400,095 | 2.0% | 11 |
| VANECK ETF TRUST | [HAP](https://holderbook.com/stocks/HAP/) | $16.2M | 236,196 | 1.6% | 11 |
| PGIM ETF TR | [PSH](https://holderbook.com/stocks/PSH/) | $16.1M | 321,813 | 1.6% | 2 |
| LITMAN GREGORY FDS TR | [DBMF](https://holderbook.com/stocks/DBMF/) | $15.7M | 511,925 | 1.6% | 6 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $15.1M | 222,817 | 1.5% | 26 |
| COLUMBIA ETF TR I | [RECS](https://holderbook.com/stocks/RECS/) | $15.0M | 347,443 | 1.5% | 9 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $15.0M | 164,702 | 1.5% | 27 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $13.3M | 111,976 | 1.3% | 27 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $12.3M | 128,898 | 1.2% | 18 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $11.9M | 40,968 | 1.2% | 4 |
| SPDR INDEX SHS FDS | [CWI](https://holderbook.com/stocks/CWI/) | $11.5M | 282,870 | 1.1% | 22 |
| VICTORY PORTFOLIOS II | [SFLO](https://holderbook.com/stocks/SFLO/) | $11.4M | 331,922 | 1.1% | 4 |
| MFS ACTIVE EXCHANGE TRADED F | [BRIE](https://holderbook.com/stocks/BRIE/) | $10.0M | 329,667 | 1.0% | 2 |
| FLEXSHARES TR | [GUNR](https://holderbook.com/stocks/GUNR/) | $8.3M | 167,566 | 0.8% | 13 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $7.9M | 137,417 | 0.8% | 26 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $7.8M | 306,270 | 0.8% | 20 |
| SPDR SERIES TRUST | [MDYV](https://holderbook.com/stocks/MDYV/) | $7.4M | 77,644 | 0.7% | 26 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $7.0M | 29,583 | 0.7% | 27 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $6.9M | 71,443 | 0.7% | 19 |
| FIDELITY COVINGTON TRUST | [FESM](https://holderbook.com/stocks/FESM/) | $6.4M | 132,532 | 0.6% | 6 |
| J P MORGAN EXCHANGE TRADED F | [BBSC](https://holderbook.com/stocks/BBSC/) | $6.3M | 68,553 | 0.6% | 14 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $6.1M | 100,915 | 0.6% | 27 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $5.9M | 146,328 | 0.6% | 7 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $5.3M | 198,523 | 0.5% | 5 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $5.1M | 57,066 | 0.5% | 16 |
| ISHARES TR | [ISCG](https://holderbook.com/stocks/ISCG/) | $5.1M | 77,865 | 0.5% | 11 |
| FIDELITY COVINGTON TRUST | [FMDE](https://holderbook.com/stocks/FMDE/) | $4.9M | 121,125 | 0.5% | 7 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $4.8M | 42,722 | 0.5% | 26 |
| SPDR INDEX SHS FDS | [GNR](https://holderbook.com/stocks/GNR/) | $4.8M | 71,001 | 0.5% | 10 |
| LATTICE STRATEGIES TR | [RODM](https://holderbook.com/stocks/RODM/) | $4.7M | 115,710 | 0.5% | 26 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $3.9M | 112,576 | 0.4% | 13 |
| FRANKLIN TEMPLETON ETF TR | [FLQM](https://holderbook.com/stocks/FLQM/) | $3.6M | 63,055 | 0.4% | 7 |
| JOHN HANCOCK EXCHANGE TRADED | [JHMM](https://holderbook.com/stocks/JHMM/) | $3.5M | 46,094 | 0.3% | 24 |
| VICTORY PORTFOLIOS II | [CSB](https://holderbook.com/stocks/CSB/) | $3.4M | 51,901 | 0.3% | 20 |
| NEUBERGER BERMAN ETF TRUST | [NBCM](https://holderbook.com/stocks/NBCM/) | $2.7M | 100,281 | 0.3% | 11 |
| JANUS DETROIT STR TR | [JSMD](https://holderbook.com/stocks/JSMD/) | $2.6M | 25,726 | 0.3% | 27 |
| J P MORGAN EXCHANGE TRADED F | [BBUS](https://holderbook.com/stocks/BBUS/) | $2.6M | 19,224 | 0.3% | 13 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $2.5M | 47,579 | 0.2% | 20 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.4M | 4,812 | 0.2% | 27 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $2.3M | 22,529 | 0.2% | 21 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $2.0M | 39,631 | 0.2% | 13 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $1.9M | 28,559 | 0.2% | 8 |
| SPDR SERIES TRUST | [SMLV](https://holderbook.com/stocks/SMLV/) | $1.8M | 11,606 | 0.2% | 27 |
| SPDR INDEX SHS FDS | [SPGM](https://holderbook.com/stocks/SPGM/) | $1.8M | 21,200 | 0.2% | 17 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.7M | 6,814 | 0.2% | 27 |
| CAPITAL GROUP GLOBAL EQUITY | [CGGE](https://holderbook.com/stocks/CGGE/) | $1.7M | 48,401 | 0.2% | 7 |
| PRINCIPAL EXCHANGE TRADED FD | [YLD](https://holderbook.com/stocks/YLD/) | $1.7M | 87,776 | 0.2% | 2 |
| JANUS DETROIT STR TR | [VNLA](https://holderbook.com/stocks/VNLA/) | $1.7M | 34,251 | 0.2% | 7 |
| HARTFORD FDS EXCHANGE TRADED | [HTAB](https://holderbook.com/stocks/HTAB/) | $1.7M | 86,184 | 0.2% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.6M | 5,689 | 0.2% | 27 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $1.5M | 12,638 | 0.1% | 27 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.5M | 3,968 | 0.1% | 27 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $1.4M | 35,057 | 0.1% | 26 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.4M | 2,028 | 0.1% | 27 |
| INVESCO EXCH TRADED FD TR II | [PBUS](https://holderbook.com/stocks/PBUS/) | $1.2M | 15,833 | 0.1% | 21 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.2M | 32,013 | 0.1% | 27 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.1M | 1,439 | 0.1% | 27 |
| J P MORGAN EXCHANGE TRADED F | [BBMC](https://holderbook.com/stocks/BBMC/) | $1.0M | 8,144 | 0.1% | 14 |
| GOLDMAN SACHS ETF TR | [GEM](https://holderbook.com/stocks/GEM/) | $883.7K | 16,994 | 0.1% | 26 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $859.2K | 7,875 | 0.1% | 27 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $855.4K | 4,275 | 0.1% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $850.1K | 5,510 | 0.1% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $833.9K | 2,236 | 0.1% | 27 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $808.8K | 2,692 | 0.1% | 27 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $794.7K | 13,313 | 0.1% | 27 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $749.9K | 3,464 | 0.1% | 13 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $734.1K | 612 | 0.1% | 27 |
| JANUS DETROIT STR TR | [JSML](https://holderbook.com/stocks/JSML/) | $716.4K | 7,699 | 0.1% | 26 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $667.5K | 5,376 | 0.1% | 27 |
| ISHARES TR | [ARTY](https://holderbook.com/stocks/ARTY/) | $587.1K | 7,709 | 0.1% | 6 |
| NUSHARES ETF TR | [NUMG](https://holderbook.com/stocks/NUMG/) | $583.1K | 12,416 | 0.1% | 25 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $525.7K | 3,598 | 0.1% | 12 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $475.1K | 15,830 | 0.0% | 19 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $468.3K | 1,366 | 0.0% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $458.1K | 1,922 | 0.0% | 27 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $447.7K | 1,477 | 0.0% | 27 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $440.9K | 3,701 | 0.0% | 21 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $425.4K | 570 | 0.0% | 27 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $419.9K | 5,445 | 0.0% | 27 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $407.9K | 383 | 0.0% | 18 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $394.1K | 2,657 | 0.0% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $380.5K | 1,077 | 0.0% | 27 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.3% | +14.8% | -6.5% | 100% |
| Q1 2026 | +0.4% | -4.6% | +5.1% | 100% |
| Q4 2025 | +1.5% | +2.4% | -0.8% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +6.2% | +10.5% | -4.2% | 100% |
| Q1 2025 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2024 | -1.9% | +2.1% | -4.0% | 100% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 508 |
| Q1 2026 | $895.9M | 509 |
| Q4 2025 | $863.6M | 496 |
| Q3 2025 | $832.5M | 516 |
| Q2 2025 | $755.7M | 492 |
| Q1 2025 | $643.4M | 498 |
| Q4 2024 | $566.9M | 507 |
| Q3 2024 | $541.0M | 489 |
| Q2 2024 | $497.6M | 499 |
| Q1 2024 | $465.6M | 446 |
| Q4 2023 | $438.3M | 424 |
| Q3 2023 | $358.7M | 448 |