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IAG Wealth Partners

Latest statistics and disclosures from IAG Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JBND, SPLG, GSLC, MMIT, AVIV, and represent 30.00% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: CTA (+$22M), MMIT (+$16M), JBND (+$10M), IWY (+$10M), DBMF, JMUB, IMCG, DON, GUNR, AVIV.
Started 57 new stock positions in MUSA, SIL, MFSG, IONQ, XLK, MMC, ICE, OPEN, BMNR, ORLY.
Reduced shares in these 10 stocks: SPLG (-$18M), HTAB (-$15M), GSLC, IVV, VNLA, JMST, SPHQ, GSIE, CWI, VIG.
Sold out of its positions in BBWI, BTX, ECAT, BLK, CMG, IAC, PDBC, IYT, IGF, GOVT.
IAG Wealth Partners was a net buyer of stock by $33M.
IAG Wealth Partners has $833M in assets under management (AUM), dropping by 10.17%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 526 positions in its portfolio as reported in the September 2025 quarterly 13F filing

IAG Wealth Partners has 526 total positions. Only the first 250 positions are shown.

Sign up to view all of the IAG Wealth Partners Sept. 30, 2025 positions
Download the IAG Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Jpmorgan Active MF Closed and MF Open (JBND)	7.7	$64M	+18%	1.2M	54.16	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	7.7	$64M	-22%	815k	78.34	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	5.3	$44M	-5%	340k	130.28	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	4.9	$41M	+67%	1.7M	24.30	View chart
Avantis Intl MF Closed and MF Open (AVIV)	4.5	$37M		550k	67.44	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	4.1	$34M		394k	87.03	View chart
Ishares Core MF Closed and MF Open (IVV)	3.3	$27M	-6%	41k	669.31	View chart
Ishares Core MF Closed and MF Open (DIVB)	3.2	$27M		517k	52.25	View chart
Wisdomtree U S MF Closed and MF Open (DON)	3.0	$25M	+3%	485k	52.30	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	3.0	$25M	-2%	610k	41.11	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.8	$23M		49k	479.61	View chart
Simplify Managed MF Closed and MF Open (CTA)	2.6	$22M	NEW	776k	27.97	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.5	$21M	+3%	426k	49.83	View chart
Invesco Large MF Closed and MF Open (PWV)	2.5	$21M	+2%	317k	65.21	View chart
Jpmorgan MF Closed and MF Open (JMUB)	2.4	$20M	+18%	388k	50.47	View chart
Vaneck Natural MF Closed and MF Open (HAP)	2.3	$19M		339k	57.09	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.1	$17M	+7%	211k	82.73	View chart
Avantis Intl MF Closed and MF Open (AVDE)	1.9	$16M	+2%	203k	78.90	View chart
Spdr Developed MF Closed and MF Open (SPDW)	1.9	$16M		369k	42.79	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	1.8	$15M	+2%	187k	80.65	View chart
Imgp Dbi MF Closed and MF Open (DBMF)	1.8	$15M	+29%	536k	27.31	View chart
Columbia Research MF Closed and MF Open (RECS)	1.5	$12M	+2%	305k	40.35	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	1.5	$12M	+4%	214k	57.19	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.4	$12M	-3%	113k	104.51	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.2	$10M	+4%	115k	88.96	View chart
Ishares Russell MF Closed and MF Open (IWY)	1.2	$10M	NEW	37k	273.65	View chart
Spdr Msci MF Closed and MF Open (CWI)	1.2	$10M	-4%	287k	34.92	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.8	$7.0M	-6%	33k	215.79	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.8	$6.9M		82k	83.41	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	0.8	$6.6M	+11%	255k	25.85	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	0.8	$6.5M	+12%	150k	43.78	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.7	$6.0M		108k	55.33	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.7	$5.8M	+3%	126k	46.32	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.6	$5.3M	-11%	73k	73.29	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.6	$5.1M		162k	31.53	View chart
Jpmorgan MF Closed and MF Open (BBSC)	0.6	$5.0M		67k	74.14	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.6	$4.9M	+4%	66k	75.11	View chart
Hartford Multifactor MF Closed and MF Open (RODM)	0.5	$4.5M	-6%	126k	35.53	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.5	$4.2M	+2%	46k	91.56	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.5	$4.2M	+10%	155k	26.84	View chart
SPDR S&P MF Closed and MF Open (GNR)	0.5	$4.0M		67k	59.21	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.5	$4.0M	+5%	73k	54.31	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.5	$3.8M	+9%	105k	36.15	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.4	$3.3M	-81%	173k	19.13	View chart
Neuberger Berman MF Closed and MF Open (NBCM)	0.4	$3.2M	+10%	138k	23.53	View chart
Fidelity Covington MF Closed and MF Open (FESM)	0.4	$3.2M	+9%	87k	36.56	View chart
Franklin Us MF Closed and MF Open (FLQM)	0.4	$3.2M	+20%	56k	56.45	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$2.9M	+8%	93k	31.63	View chart
John Hancock MF Closed and MF Open (JHMM)	0.3	$2.9M	-7%	45k	64.69	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.3	$2.8M	+8%	48k	59.15	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.3	$2.6M	-4%	21k	120.66	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.3	$2.5M	-2%	30k	83.61	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$2.4M		4.8k	502.74	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.3	$2.1M	+3%	32k	65.00	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.2	$2.1M		23k	89.03	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.2	$2.0M	+6%	44k	46.81	View chart
Apple Common Stock (AAPL)	0.2	$1.8M	-2%	6.9k	254.63	View chart
Spdr Ssga MF Closed and MF Open (SMLV)	0.2	$1.7M	-3%	13k	129.74	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.2	$1.4M	-44%	28k	51.04	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.2	$1.4M	-4%	21k	67.05	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$1.4M	-2%	4.2k	328.17	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.4M		7.3k	185.42	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.2	$1.4M		40k	33.68	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.2	$1.3M	+10%	52k	25.60	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$1.3M		2.1k	612.38	View chart
Wec Energy Common Stock (WEC)	0.1	$1.2M	+75%	11k	114.59	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$1.2M	+5%	2.3k	518.02	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.1	$1.2M		39k	29.64	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.1	$1.1M		15k	74.90	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$952k		9.1k	104.00	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$936k		5.0k	186.58	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$908k		30k	30.79	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.1	$838k		17k	48.68	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$824k		15k	54.18	View chart
SPDR S&P MF Closed and MF Open (SLYV)	0.1	$815k		9.2k	88.65	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$794k	-4%	5.6k	142.55	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$739k	-4%	1.2k	600.37	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$719k	+2%	18k	40.73	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$676k		9.0k	74.78	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$656k	-2%	2.7k	241.96	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$630k	-3%	1.3k	468.41	View chart
Oracle Corp Common Stock (ORCL)	0.1	$519k	+8%	1.8k	281.24	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$440k	-26%	8.8k	50.27	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.1	$434k		4.6k	94.31	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$424k	-10%	6.5k	65.26	View chart
Home Depot Common Stock (HD)	0.0	$416k	+3%	1.0k	405.19	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$405k	-11%	1.6k	256.42	View chart
Amazon Common Stock (AMZN)	0.0	$382k	-4%	1.7k	219.58	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$377k	-8%	1.5k	254.28	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$376k	+253%	5.8k	65.00	View chart
First Trust MF Closed and MF Open (FVD)	0.0	$375k		8.1k	46.24	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.0	$369k	-10%	554.00	665.79	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$362k	-2%	1.9k	186.44	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.0	$362k	-78%	7.3k	49.29	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$360k	-2%	1.1k	315.43	View chart
Eli Lilly Common Stock (LLY)	0.0	$353k	+6%	462.00	763.00	View chart
Johnson Controls Common Stock (JCI)	0.0	$352k		3.2k	109.95	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.0	$335k	+2%	11k	30.29	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$317k	+2%	2.7k	118.83	View chart
Costco Wholesale Common Stock (COST)	0.0	$304k	-12%	328.00	925.63	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.0	$298k	+45%	6.5k	45.78	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.0	$286k		11k	26.34	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.0	$286k		3.6k	79.51	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$276k		2.0k	135.65	View chart
Spdr Gold Common Stock (GLD)	0.0	$271k		762.00	355.47	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.0	$262k		9.0k	29.11	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.0	$257k	-13%	5.5k	46.42	View chart
Broadcom Common Stock (AVGO)	0.0	$249k	+38%	753.00	330.03	View chart
Nextera Energy Common Stock (NEE)	0.0	$242k		3.2k	75.49	View chart
Alphabet Common Stock (GOOG)	0.0	$240k		985.00	243.55	View chart
Coca Cola Company Common Stock (KO)	0.0	$237k		3.6k	66.31	View chart
Chevron Corp Common Stock (CVX)	0.0	$237k		1.5k	155.25	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$234k		392.00	596.03	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$232k		2.0k	116.82	View chart
Caterpillar Common Stock (CAT)	0.0	$216k		453.00	477.15	View chart
Tesla Common Stock (TSLA)	0.0	$202k	-11%	454.00	444.72	View chart
Invesco Total MF Closed and MF Open (GTO)	0.0	$200k	-36%	4.2k	47.51	View chart
Meta Platforms Common Stock (META)	0.0	$200k	+21%	272.00	734.38	View chart
Deere & Co Common Stock (DE)	0.0	$196k		428.00	457.26	View chart
Donegal Group Common Stock (DGICA)	0.0	$192k	NEW	9.9k	19.39	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$192k		978.00	195.86	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$187k	-3%	11k	17.16	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$182k		2.9k	62.71	View chart
Alliant Energy Common Stock (LNT)	0.0	$181k		2.7k	67.41	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$179k		879.00	203.59	View chart
Visa Common Stock (V)	0.0	$169k	+25%	495.00	341.38	View chart
Abbvie Common Stock (ABBV)	0.0	$169k	-36%	728.00	231.65	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$166k		547.00	304.08	View chart
Northrop Grumman Common Stock (NOC)	0.0	$165k		271.00	609.32	View chart
W P Carey Common Stock (WPC)	0.0	$165k	-2%	2.4k	67.57	View chart
At&t Common Stock (T)	0.0	$163k	-4%	5.8k	28.24	View chart
Victoryshares Small MF Closed and MF Open (SFLO)	0.0	$155k	NEW	5.3k	29.11	View chart
Mfs Active MF Closed and MF Open (MFSG)	0.0	$153k	NEW	5.4k	28.15	View chart
Exxon Mobil Common Stock (XOM)	0.0	$150k		1.3k	112.75	View chart
Ge Aerospace Common Stock (GE)	0.0	$146k	+371%	486.00	300.82	View chart
Goldman Sachs Common Stock (GS)	0.0	$139k		174.00	796.35	View chart
Nicolet Bankshares Common Stock (NIC)	0.0	$137k		1.0k	134.50	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$136k	-3%	1.9k	72.44	View chart
Ishares Gold Common Stock (IAU)	0.0	$130k		1.8k	72.77	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$125k	-12%	2.1k	59.92	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$123k		3.3k	37.62	View chart
Netflix Common Stock (NFLX)	0.0	$121k	+23%	101.00	1198.91	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.0	$121k	-5%	875.00	138.24	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$121k		1.8k	65.92	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$120k		2.7k	45.21	View chart
Scorpio Tankers Common Stock (STNG)	0.0	$120k	NEW	2.1k	56.05	View chart
Alphabet Common Stock (GOOGL)	0.0	$118k	+62%	487.00	242.88	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$117k		1.2k	99.95	View chart
Walt Disney Common Stock (DIS)	0.0	$117k	-7%	1.0k	114.54	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$116k		1.5k	78.39	View chart
Spdr Series MF Closed and MF Open (SDY)	0.0	$114k		815.00	140.05	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$113k		5.0k	22.45	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$108k		1.6k	67.26	View chart
Ameren Corp Common Stock (AEE)	0.0	$106k		1.0k	104.38	View chart
Grainger W W Common Stock (GWW)	0.0	$103k		108.00	952.96	View chart
Xcel Energy Common Stock (XEL)	0.0	$103k		1.3k	80.65	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$102k		1.1k	93.37	View chart
Capital Group MF Closed and MF Open (CGUS)	0.0	$99k		2.5k	39.54	View chart
Automatic Data Common Stock (ADP)	0.0	$97k		332.00	293.12	View chart
United Parcel Common Stock (UPS)	0.0	$97k		1.2k	83.54	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$96k		552.00	174.61	View chart
Amgen Common Stock (AMGN)	0.0	$96k		339.00	281.81	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$95k	+2%	351.00	271.02	View chart
Waste Management Common Stock (WM)	0.0	$93k		423.00	220.83	View chart
Southern Company Common Stock (SO)	0.0	$92k	-9%	974.00	94.76	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$92k		123.00	746.63	View chart
Ishares Global MF Closed and MF Open (REET)	0.0	$92k		3.6k	25.56	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$91k		2.0k	46.08	View chart
Applied Materials Common Stock (AMAT)	0.0	$91k		444.00	204.55	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$89k		378.00	236.31	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$89k		797.00	111.56	View chart
Spdr Series MF Closed and MF Open (RWR)	0.0	$88k		875.00	100.29	View chart
Merck & Company Common Stock (MRK)	0.0	$87k		1.0k	83.97	View chart
Verizon Communications Common Stock (VZ)	0.0	$86k		2.0k	43.94	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$85k		1.9k	44.10	View chart
Vaneck Morningstar MF Closed and MF Open (SMOT)	0.0	$83k		2.3k	36.08	View chart
Tjx Cos Common Stock (TJX)	0.0	$82k		568.00	144.54	View chart
Exact Sciences Common Stock (EXAS)	0.0	$79k		1.4k	54.71	View chart
Prudential Financial Common Stock (PRU)	0.0	$77k		746.00	103.74	View chart
Cisco Systems Common Stock (CSCO)	0.0	$77k	-22%	1.1k	68.42	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$76k	-17%	625.00	120.72	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$75k		1.1k	65.49	View chart
Symbotic Common Stock (SYM)	0.0	$73k	+65%	1.4k	53.90	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$73k	-15%	352.00	206.51	View chart
Procter & Gamble Common Stock (PG)	0.0	$73k		472.00	153.51	View chart
Global X MF Closed and MF Open (SIL)	0.0	$72k	NEW	1.0k	71.63	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$71k		765.00	92.98	View chart
Pepsico Common Stock (PEP)	0.0	$70k	-32%	500.00	140.44	View chart
National Fuel Common Stock (NFG)	0.0	$69k		750.00	92.37	View chart
Ge Vernova Common Stock (GEV)	0.0	$69k	+558%	112.00	614.90	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.0	$68k		1.3k	50.78	View chart
Kellanova Common Stock (K)	0.0	$66k		800.00	82.02	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$65k		2.5k	26.42	View chart
Alibaba Group Common Stock (BABA)	0.0	$63k		353.00	178.59	View chart
Thermo Fisher Common Stock (TMO)	0.0	$63k		129.00	485.02	View chart
Cintas Corp Common Stock (CTAS)	0.0	$62k	+66%	300.00	205.26	View chart
Ishares Russell MF Closed and MF Open (SMMD)	0.0	$60k		815.00	73.73	View chart
Kimberly Clark Common Stock (KMB)	0.0	$59k	-14%	478.00	124.34	View chart
Simon Property Common Stock (SPG)	0.0	$59k		315.00	187.67	View chart
3m Company Common Stock (MMM)	0.0	$58k	-29%	376.00	155.18	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$58k		407.00	142.22	View chart
Fidelity National Common Stock (FIS)	0.0	$54k	-14%	822.00	65.94	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$54k		627.00	86.30	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$54k	+42%	71.00	758.15	View chart
Linde Common Stock (LIN)	0.0	$54k	+126%	113.00	475.00	View chart
Welltower Common Stock (WELL)	0.0	$53k		300.00	178.14	View chart
Walmart Common Stock (WMT)	0.0	$53k	-28%	512.00	102.99	View chart
SPDR S&P MF Closed and MF Open (GXC)	0.0	$51k		489.00	104.97	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$51k		245.00	208.71	View chart
Jpmorgan MF Closed and MF Open (JPIB)	0.0	$51k	NEW	1.0k	49.03	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$50k		345.00	145.65	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$50k	-16%	371.00	133.78	View chart
Dimensional Us MF Closed and MF Open (DFAT)	0.0	$50k	+350%	852.00	58.21	View chart
Pfizer Common Stock (PFE)	0.0	$49k		1.9k	25.48	View chart
Agnico-eagle Common Stock (AEM)	0.0	$48k		285.00	168.56	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$48k		161.00	297.62	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$48k		158.00	302.35	View chart
Mge Energy Common Stock (MGEE)	0.0	$48k	+7%	567.00	84.18	View chart
Marriott Intl Common Stock (MAR)	0.0	$47k	+468%	182.00	260.44	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$46k		407.00	113.62	View chart
Altria Group Common Stock (MO)	0.0	$46k		692.00	66.05	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.0	$45k	-5%	582.00	76.45	View chart
Steel Dynamics Common Stock (STLD)	0.0	$44k		317.00	139.43	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$44k	-35%	226.00	194.50	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$44k	-19%	310.00	140.95	View chart
Bank Montreal Common Stock (BMO)	0.0	$44k		335.00	130.25	View chart
Navient Corp Common Stock (NAVI)	0.0	$43k		3.3k	13.15	View chart
Rockwell Automation Common Stock (ROK)	0.0	$43k		124.00	349.68	View chart
Fiserv Common Stock (FI)	0.0	$43k		331.00	128.93	View chart
Spdr Nyse MF Closed and MF Open (XNTK)	0.0	$42k		155.00	272.23	View chart
Ishares Silver Common Stock (SLV)	0.0	$42k	-49%	991.00	42.37	View chart
Franklin Ftse MF Closed and MF Open (FLIN)	0.0	$42k		1.1k	37.29	View chart
Royal Caribbean Common Stock (RCL)	0.0	$41k		127.00	323.58	View chart
Palo Alto Common Stock (PANW)	0.0	$41k	NEW	200.00	203.62	View chart
Tko Group Common Stock (TKO)	0.0	$40k		200.00	201.96	View chart
Stifel Financial Common Stock (SF)	0.0	$40k	NEW	348.00	113.47	View chart
Strategy Common Stock (MSTR)	0.0	$39k	+40%	122.00	322.20	View chart
Amphenol Corp Common Stock (APH)	0.0	$39k	NEW	314.00	123.75	View chart
Asml Holding Common Stock (ASML)	0.0	$39k	+300%	40.00	968.10	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$39k		350.00	110.59	View chart
Wheaton Precious Common Stock (WPM)	0.0	$39k		345.00	111.84	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$39k	NEW	200.00	192.74	View chart
Schwab Charles Common Stock (SCHW)	0.0	$38k	-43%	400.00	95.47	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$38k	+228%	378.00	99.11	View chart
Sprott Physical MF Closed and MF Open (CEF)	0.0	$37k		1.0k	36.69	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$36k	-3%	531.00	68.08	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$36k		436.00	82.58	View chart
Fedex Corp Common Stock (FDX)	0.0	$36k		152.00	235.81	View chart
Franklin Us MF Closed and MF Open (FLQS)	0.0	$36k		807.00	43.95	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$35k		700.00	50.57	View chart

Past Filings by IAG Wealth Partners

SEC 13F filings are viewable for IAG Wealth Partners going back to 2020

IAG Wealth Partners 2025 Q3 filed Nov. 12, 2025
IAG Wealth Partners 2025 Q2 filed Aug. 13, 2025
IAG Wealth Partners 2025 Q1 filed April 16, 2025
IAG Wealth Partners 2024 Q4 filed Feb. 10, 2025
IAG Wealth Partners 2024 Q3 filed Oct. 29, 2024
IAG Wealth Partners 2024 Q2 filed July 16, 2024
IAG Wealth Partners 2024 Q1 filed April 24, 2024
IAG Wealth Partners 2023 Q4 filed Feb. 2, 2024
IAG Wealth Partners 2023 Q3 filed Oct. 24, 2023
IAG Wealth Partners 2023 Q2 filed Aug. 10, 2023
IAG Wealth Partners 2023 Q1 filed April 25, 2023
IAG Wealth Partners 2022 Q4 filed Feb. 8, 2023
IAG Wealth Partners 2022 Q3 filed Oct. 26, 2022
IAG Wealth Partners 2022 Q2 filed Aug. 3, 2022
IAG Wealth Partners 2022 Q1 filed May 4, 2022
IAG Wealth Partners 2021 Q4 filed Feb. 14, 2022

View all past filings

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