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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 SPYM, JBND, AVIV, MMIT, GSLC, and represent 27.61% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$22M), PSH (+$16M), BRIE (+$9.8M), AVIV (+$7.2M), FELG, AVDE, GSIE, SPDW, YLD, MMIT.
Started 17 new stock positions in GRID, IMTB, SPCX, IAI, USRT, IEFA, CCL, ZTR, FYC, KD. MDT, XAR, ACN, FDXF, ISTB, GME.WS, AIRR.
Reduced shares in these 10 stocks: DON, SJNK, HAP, SPTM, DBMF, IVV, DIVB, SPYM, JMUB, GSLC.
Sold out of its positions in AXP, TECH, Carnival Corporation, COIN, CRWD, FAST, FOXA, Honeywell International, PKB, ESGU. LMT, MCK, OTTR, COWZ, RF, SHEL, STLD, UBER.
IAG Wealth Partners was a net buyer of stock by $63M.
IAG Wealth Partners has $1.0B in assets under management (AUM), dropping by 12.78%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 508 positions in its portfolio as reported in the June 2026 quarterly 13F filing

IAG Wealth Partners has 508 total positions. Only the first 250 positions are shown.

Sign up to view all of the IAG Wealth Partners June 30, 2026 positions
Download the IAG Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPYM)	7.3	$74M		839k	87.88	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	5.9	$60M		1.1M	53.50	View chart
Avantis Intl MF Closed and MF Open (AVIV)	5.2	$52M	+15%	673k	77.42	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	4.7	$48M	+3%	2.0M	24.35	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	4.5	$46M		321k	141.89	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	3.8	$39M		403k	96.32	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	3.2	$32M	+8%	701k	45.70	View chart
Ishares Core MF Closed and MF Open (DIVB)	3.1	$31M	-2%	509k	61.60	View chart
Ishares Core MF Closed and MF Open (IVV)	2.8	$28M	-2%	37k	748.88	View chart
Fidelity Enhanced MF Closed and MF Open (FELG)	2.7	$28M	+16%	632k	43.75	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.6	$27M	+510%	311k	86.14	View chart
Wisdomtree U S MF Closed and MF Open (DON)	2.6	$27M	-6%	470k	56.52	View chart
Avantis Intl MF Closed and MF Open (AVDE)	2.6	$26M	+15%	296k	89.20	View chart
Invesco Large MF Closed and MF Open (PWV)	2.5	$25M	+2%	330k	75.77	View chart
State Street MF Closed and MF Open (SPDW)	2.2	$23M	+8%	449k	50.39	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.2	$22M	-2%	225k	98.30	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.1	$21M	+3%	430k	49.55	View chart
Simplify Managed MF Closed and MF Open (CTA)	2.1	$21M	+3%	821k	25.94	View chart
Jpmorgan MF Closed and MF Open (JMUB)	2.0	$20M	-3%	400k	50.66	View chart
Vaneck Natural MF Closed and MF Open (HAP)	1.6	$16M	-6%	236k	68.61	View chart
Pgim Short MF Closed and MF Open (PSH)	1.6	$16M	+14008%	322k	49.88	View chart
Imgp Dbi MF Closed and MF Open (DBMF)	1.6	$16M	-5%	512k	30.61	View chart
State Street MF Closed and MF Open (SPMD)	1.5	$15M	-2%	223k	67.56	View chart
Columbia Research MF Closed and MF Open (RECS)	1.5	$15M	+2%	347k	43.28	View chart
State Street MF Closed and MF Open (SPTM)	1.5	$15M	-6%	165k	90.79	View chart
State Street MF Closed and MF Open (SPYG)	1.3	$13M		112k	118.99	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.2	$12M		129k	95.62	View chart
Ishares Russell MF Closed and MF Open (IWY)	1.2	$12M	-3%	41k	290.62	View chart
State Street MF Closed and MF Open (CWI)	1.1	$12M		283k	40.67	View chart
Victoryshares Small MF Closed and MF Open (SFLO)	1.1	$11M	-3%	332k	34.20	View chart
Mfs Blended MF Closed and MF Open (BRIE)	1.0	$10M	+6209%	330k	30.32	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	0.8	$8.3M	+2%	168k	49.28	View chart
State Street MF Closed and MF Open (SPSM)	0.8	$7.9M		137k	57.67	View chart
State Street MF Closed and MF Open (SPAB)	0.8	$7.8M		306k	25.52	View chart
State Street MF Closed and MF Open (MDYV)	0.7	$7.4M	-4%	78k	94.85	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.7	$7.0M		30k	236.62	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.7	$6.9M	+3%	71k	96.49	View chart
Fidelity Enhanced MF Closed and MF Open (FESM)	0.6	$6.4M	+9%	133k	48.29	View chart
Jpmorgan MF Closed and MF Open (BBSC)	0.6	$6.3M		69k	91.85	View chart
State Street MF Closed and MF Open (SPYV)	0.6	$6.1M		101k	60.79	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.6	$5.9M	-4%	146k	40.21	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.5	$5.3M	+8%	199k	26.52	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.5	$5.1M	-2%	57k	90.10	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.5	$5.1M		78k	65.54	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.5	$4.9M		121k	40.58	View chart
State Street MF Closed and MF Open (MDYG)	0.5	$4.8M	-4%	43k	112.09	View chart
State Street MF Closed and MF Open (GNR)	0.5	$4.8M		71k	67.31	View chart
Hartford Multifactor MF Closed and MF Open (RODM)	0.5	$4.7M	-2%	116k	40.41	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$3.9M	+11%	113k	35.03	View chart
Franklin Us MF Closed and MF Open (FLQM)	0.4	$3.6M	-2%	63k	57.89	View chart
John Hancock MF Closed and MF Open (JHMM)	0.3	$3.5M	+4%	46k	74.96	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.3	$3.4M		52k	65.59	View chart
Neuberger Commodity MF Closed and MF Open (NBCM)	0.3	$2.7M	-17%	100k	26.53	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.3	$2.6M	-7%	26k	101.24	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.3	$2.6M	-3%	19k	134.72	View chart
State Street MF Closed and MF Open (SPEM)	0.2	$2.5M	+6%	48k	51.78	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$2.4M		4.8k	500.39	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.2	$2.3M		23k	103.05	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.2	$2.0M		40k	51.00	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.2	$1.9M	-11%	29k	67.58	View chart
State Street MF Closed and MF Open (SMLV)	0.2	$1.8M	-3%	12k	157.36	View chart
State Street MF Closed and MF Open (SPGM)	0.2	$1.8M	+24%	21k	85.67	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.7M	-3%	6.8k	253.99	View chart
Capital Group MF Closed and MF Open (CGGE)	0.2	$1.7M	+41%	48k	35.24	View chart
Principal Active MF Closed and MF Open (YLD)	0.2	$1.7M	+11314%	88k	19.08	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.2	$1.7M	+152%	34k	48.86	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.2	$1.7M	-24%	86k	19.18	View chart
Apple Common Stock (AAPL)	0.2	$1.6M	-2%	5.7k	289.33	View chart
Wec Energy Common Stock (WEC)	0.1	$1.5M	-4%	13k	116.77	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$1.5M	-2%	4.0k	370.04	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.1	$1.4M	-2%	35k	40.68	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$1.4M	-3%	2.0k	686.81	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.1	$1.2M	-13%	16k	74.84	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.1	$1.2M	-7%	32k	36.87	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$1.1M	+4%	1.4k	736.40	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$1.0M	-2%	8.1k	127.15	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$884k		17k	52.00	View chart
State Street MF Closed and MF Open (SLYV)	0.1	$859k	-5%	7.9k	109.11	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$855k	-4%	4.3k	200.10	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$850k		5.5k	154.29	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$834k		2.2k	372.95	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$809k	+4%	2.7k	300.45	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$795k	-2%	13k	59.69	View chart
Boeing Company Common Stock (BA)	0.1	$750k		3.5k	216.47	View chart
Eli Lilly Common Stock (LLY)	0.1	$734k	+32%	612.00	1199.43	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$716k		7.7k	93.06	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$668k	+300%	5.4k	124.17	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.1	$587k	+18%	7.7k	76.16	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.1	$583k	-25%	12k	46.96	View chart
Johnson Controls Common Stock (JCI)	0.1	$526k	+14%	3.6k	146.11	View chart
State Street MF Closed and MF Open (SPSB)	0.0	$475k	+7%	16k	30.01	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$468k	-4%	1.4k	342.83	View chart
Amazon Common Stock (AMZN)	0.0	$458k	+14%	1.9k	238.34	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$448k		1.5k	303.12	View chart
State Street MF Closed and MF Open (SLYG)	0.0	$441k	-9%	3.7k	119.13	View chart
State Street MF Closed and MF Open (SPY)	0.0	$425k	+2%	570.00	746.34	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$420k	-11%	5.4k	77.11	View chart
Caterpillar Common Stock (CAT)	0.0	$408k	-4%	383.00	1064.90	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$394k		2.7k	148.31	View chart
Alphabet Common Stock (GOOG)	0.0	$381k	+9%	1.1k	353.33	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$373k	-7%	1.1k	327.33	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$369k		1.7k	217.87	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$352k		7.0k	50.50	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$331k	+11%	516.00	641.37	View chart
Home Depot Common Stock (HD)	0.0	$328k		931.00	352.68	View chart
Applied Materials Common Stock (AMAT)	0.0	$322k		445.00	723.12	View chart
Deere & Co Common Stock (DE)	0.0	$314k		495.00	634.33	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.0	$313k		9.0k	34.81	View chart
Costco Wholesale Common Stock (COST)	0.0	$307k		328.00	935.47	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$303k		2.0k	154.30	View chart
Coca Cola Company Common Stock (KO)	0.0	$294k	-5%	3.6k	81.28	View chart
First Trust MF Closed and MF Open (FVD)	0.0	$285k	-11%	5.9k	48.18	View chart
Nextera Energy Common Stock (NEE)	0.0	$281k		3.2k	87.77	View chart
Broadcom Common Stock (AVGO)	0.0	$278k	-10%	735.00	377.75	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$276k		392.00	703.34	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.0	$263k		3.1k	83.79	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.0	$261k		4.8k	54.63	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$247k		978.00	252.23	View chart
Oracle Corp Common Stock (ORCL)	0.0	$236k		1.6k	146.55	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$230k	+41%	851.00	270.31	View chart
Grainger W W Common Stock (GWW)	0.0	$229k		168.00	1360.40	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.0	$226k		7.7k	29.43	View chart
Bitmine Immersion Common Stock (BMNR)	0.0	$225k	+114%	17k	13.31	View chart
Chevron Corp Common Stock (CVX)	0.0	$224k	-8%	1.4k	165.72	View chart
Spdr Gold Common Stock (GLD)	0.0	$217k	-9%	589.00	368.38	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$213k		879.00	242.43	View chart
Strategy Common Stock (MSTR)	0.0	$208k	+64%	2.4k	86.93	View chart
Pepsico Common Stock (PEP)	0.0	$198k		1.5k	135.40	View chart
Abbvie Common Stock (ABBV)	0.0	$189k		749.00	251.75	View chart
Donegal Group Common Stock (DGICA)	0.0	$187k		9.9k	18.86	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$185k	-4%	2.5k	73.66	View chart
Tesla Common Stock (TSLA)	0.0	$180k	-5%	428.00	420.60	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$178k	-3%	1.3k	139.87	View chart
W P Carey Common Stock (WPC)	0.0	$171k		2.4k	71.51	View chart
Goldman Sachs Common Stock (GS)	0.0	$169k		167.00	1011.37	View chart
Nicolet Bankshares Common Stock (NIC)	0.0	$168k		1.0k	165.39	View chart
Alphabet Common Stock (GOOGL)	0.0	$166k	-2%	465.00	357.25	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$163k		4.1k	40.02	View chart
Ishares U S MF Closed and MF Open (BALI)	0.0	$162k		4.8k	33.83	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$161k	-23%	8.4k	19.12	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$161k		2.3k	71.25	View chart
Invesco S&p MF Closed and MF Open (PBP)	0.0	$158k		6.9k	22.90	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$155k	+237%	4.7k	33.29	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$154k		1.9k	81.94	View chart
Visa Common Stock (V)	0.0	$146k		425.00	343.09	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$146k		2.7k	54.03	View chart
Invesco Msci MF Closed and MF Open (EFAA)	0.0	$138k		2.5k	55.76	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$137k		4.3k	31.71	View chart
State Street MF Closed and MF Open (XLP)	0.0	$134k		1.6k	83.05	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$132k		1.6k	81.06	View chart
Cisco Systems Common Stock (CSCO)	0.0	$131k	-13%	1.1k	117.46	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$130k	+2%	1.6k	82.84	View chart
Merck & Company Common Stock (MRK)	0.0	$126k		981.00	128.52	View chart
Northrop Grumman Common Stock (NOC)	0.0	$125k		246.00	509.31	View chart
Amgen Common Stock (AMGN)	0.0	$124k	-19%	343.00	362.34	View chart
State Street MF Closed and MF Open (SDY)	0.0	$124k		815.00	152.18	View chart
Alliant Energy Common Stock (LNT)	0.0	$121k		1.6k	76.29	View chart
At&t Common Stock (T)	0.0	$119k		5.8k	20.70	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$119k	-10%	5.4k	22.13	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$118k		1.1k	103.88	View chart
Ameren Corp Common Stock (AEE)	0.0	$115k		1.0k	113.04	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$105k		797.00	132.22	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.0	$105k		1.7k	61.46	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$104k	+6%	2.0k	52.12	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$103k		2.0k	52.38	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.0	$103k	-31%	2.0k	50.35	View chart
Xcel Energy Common Stock (XEL)	0.0	$103k		1.3k	80.30	View chart
Ishares Global MF Closed and MF Open (REET)	0.0	$99k		3.6k	27.62	View chart
Advanced Micro Common Stock (AMD)	0.0	$98k	-3%	168.00	580.91	View chart
Meta Platforms Common Stock (META)	0.0	$97k	-9%	173.00	563.29	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$97k	+787%	808.00	119.52	View chart
Waste Management Common Stock (WM)	0.0	$94k	-18%	423.00	222.88	View chart
State Street MF Closed and MF Open (GXC)	0.0	$92k		1.1k	86.52	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$90k		247.00	365.70	View chart
Southern Company Common Stock (SO)	0.0	$89k		926.00	95.70	View chart
Prudential Financial Common Stock (PRU)	0.0	$87k		805.00	107.90	View chart
Tjx Cos Common Stock (TJX)	0.0	$86k	-18%	568.00	151.50	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$86k		1.2k	72.87	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$86k		625.00	137.53	View chart
Ishares Gold Common Stock (IAU)	0.0	$85k		1.1k	75.51	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$80k		352.00	227.06	View chart
Asml Holding Common Stock (ASML)	0.0	$80k		40.00	1989.42	View chart
Symbotic Common Stock (SYM)	0.0	$79k		1.8k	44.95	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$79k		765.00	102.81	View chart
Automatic Data Common Stock (ADP)	0.0	$75k		333.00	224.14	View chart
Invesco Total MF Closed and MF Open (GTO)	0.0	$74k		1.6k	46.87	View chart
State Street MF Closed and MF Open (SJNK)	0.0	$73k	-95%	2.9k	25.03	View chart
Micron Technology Common Stock (MU)	0.0	$72k		62.00	1154.29	View chart
Simon Property Common Stock (SPG)	0.0	$71k	-26%	315.00	223.65	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$70k		442.00	158.03	View chart
Becton Dickinson Common Stock (BDX)	0.0	$69k	+207%	455.00	151.33	View chart
United Parcel Common Stock (UPS)	0.0	$69k		640.00	107.50	View chart
Palo Alto Common Stock (PANW)	0.0	$68k	-7%	200.00	341.02	View chart
Welltower Common Stock (WELL)	0.0	$68k		300.00	226.97	View chart
Marriott Intl Common Stock (MAR)	0.0	$67k		182.00	370.59	View chart
Capital Group MF Closed and MF Open (CGCV)	0.0	$67k	+64%	2.0k	32.82	View chart
Thermo Fisher Common Stock (TMO)	0.0	$65k	-15%	129.00	501.36	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$65k		445.00	144.86	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$61k		1.4k	42.78	View chart
Altria Group Common Stock (MO)	0.0	$61k		846.00	71.99	View chart
State Street MF Closed and MF Open (XNTK)	0.0	$61k		155.00	390.65	View chart
Verizon Communications Common Stock (VZ)	0.0	$60k	+6%	1.4k	42.34	View chart
Walt Disney Common Stock (DIS)	0.0	$60k		624.00	96.32	View chart
Dimensional Us MF Closed and MF Open (DFAT)	0.0	$60k		852.00	69.90	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$60k		245.00	242.99	View chart
Bank Montreal Common Stock (BMO)	0.0	$59k		335.00	176.70	View chart
Linde Common Stock (LIN)	0.0	$59k	-28%	113.00	518.94	View chart
Ishares Silver Common Stock (SLV)	0.0	$58k		1.1k	53.47	View chart
Walmart Common Stock (WMT)	0.0	$58k	-28%	512.00	113.18	View chart
National Fuel Common Stock (NFG)	0.0	$58k		750.00	77.21	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$57k		345.00	164.27	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$54k		158.00	338.72	View chart
Ge Aerospace Common Stock (GE)	0.0	$53k		141.00	373.73	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$51k		200.00	255.67	View chart
Cintas Corp Common Stock (CTAS)	0.0	$51k		300.00	170.08	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$51k	+69%	122.00	415.63	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$51k		627.00	80.82	View chart
Jpmorgan MF Closed and MF Open (JPIB)	0.0	$50k		1.0k	48.35	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$50k		407.00	122.29	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$49k	-28%	50.00	978.12	View chart
Fs Specialty MF Closed and MF Open (FSSL)	0.0	$49k	-6%	4.4k	11.15	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$48k		350.00	136.68	View chart
Fedex Corp Common Stock (FDX)	0.0	$48k		152.00	313.13	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.0	$46k		582.00	79.42	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$45k		592.00	75.79	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$44k	-9%	93.00	477.57	View chart
Hewlett Packard Common Stock (HPE)	0.0	$44k		975.00	45.11	View chart
Fiserv Common Stock (FISV)	0.0	$44k	+47%	896.00	49.05	View chart
Capital One Common Stock (COF)	0.0	$43k		216.00	200.62	View chart
Mge Energy Common Stock (MGEE)	0.0	$43k		528.00	81.54	View chart
Procter & Gamble Common Stock (PG)	0.0	$43k	-23%	294.00	146.42	View chart
Netflix Common Stock (NFLX)	0.0	$42k		590.00	71.40	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$42k		436.00	95.44	View chart
Ftai Aviation Common Stock (FTAI)	0.0	$41k		150.00	270.53	View chart
Royal Caribbean Common Stock (RCL)	0.0	$40k		127.00	317.53	View chart
Tko Group Common Stock (TKO)	0.0	$40k		200.00	201.31	View chart
Sprott Physical MF Closed and MF Open (CEF)	0.0	$40k		1.0k	40.23	View chart
Elevance Health Common Stock (ELV)	0.0	$40k		104.00	386.73	View chart
Morgan Stanley Common Stock (MS)	0.0	$40k	-42%	190.00	209.04	View chart
Ishares Ethereum MF Closed and MF Open (ETHA)	0.0	$40k	-81%	3.3k	11.89	View chart
Agnico-eagle Common Stock (AEM)	0.0	$39k		254.00	155.13	View chart
Generac Holdings Common Stock (GNRC)	0.0	$39k		133.00	292.81	View chart
Amphenol Corp Common Stock (APH)	0.0	$38k		214.00	176.32	View chart
Associated Banc Common Stock (ASB)	0.0	$38k		1.2k	30.77	View chart
Schwab Charles Common Stock (SCHW)	0.0	$37k		400.00	92.27	View chart
Intl Business Common Stock (IBM)	0.0	$37k	+95%	131.00	281.21	View chart
Kimberly Clark Common Stock (KMB)	0.0	$36k		328.00	109.77	View chart
State Street MF Closed and MF Open (XLV)	0.0	$34k		215.00	158.66	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$34k		125.00	272.00	View chart
Alibaba Group Common Stock (BABA)	0.0	$34k		353.00	95.91	View chart

Past Filings by IAG Wealth Partners

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

IAG Wealth Partners 2026 Q2 filed Aug. 6, 2026
IAG Wealth Partners 2026 Q1 filed April 29, 2026
IAG Wealth Partners 2025 Q4 filed Feb. 10, 2026
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

View all past filings

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