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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, MMIT, AVIV, GSLC, and represent 28.41% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FELG (+$20M), AVDE, AVIV, SPYM, GSIE, SPDW, MMIT, IWY, VUG, FESM.
Started 36 new stock positions in VOOG, COIN, RF, CDE, IRWD, WAT, GIL, PSH, IOVA, CGCV.
Reduced shares in these 10 stocks: HAP (-$5.3M), JBND, SFLO, PULS, MFSG, NBCM, DBMF, CTA, SPHQ, GSLC.
Sold out of its positions in BBAI, CL, EXACT Sciences Corporation, TDIV, FLIN, HII, RSPT, OEF, DVY, IGSB. JAAA, MSM, New Gold Inc Cda, NDSN, ORC, OSCR, SPIB, RWR, SCHF, AOS, TGT, TSCO, USB, VOT.
IAG Wealth Partners was a net buyer of stock by $29M.
IAG Wealth Partners has $896M in assets under management (AUM), dropping by 3.73%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 509 positions in its portfolio as reported in the March 2026 quarterly 13F filing

IAG Wealth Partners has 509 total positions. Only the first 250 positions are shown.

Sign up to view all of the IAG Wealth Partners March 31, 2026 positions
Download the IAG Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPYM)	7.2	$65M	+4%	846k	76.54	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	6.7	$60M	-7%	1.1M	53.77	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	5.1	$46M	+3%	1.9M	24.11	View chart
Avantis Intl MF Closed and MF Open (AVIV)	4.8	$43M	+7%	581k	74.83	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	4.5	$41M		326k	125.13	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	4.0	$36M	+2%	399k	89.33	View chart
Ishares Core MF Closed and MF Open (DIVB)	3.1	$28M		522k	53.95	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	3.1	$28M	+7%	648k	43.13	View chart
Wisdomtree U S MF Closed and MF Open (DON)	2.9	$26M		501k	52.54	View chart
Ishares Core MF Closed and MF Open (IVV)	2.8	$25M		38k	653.21	View chart
Simplify Managed MF Closed and MF Open (CTA)	2.7	$24M	-2%	795k	30.22	View chart
Invesco Large MF Closed and MF Open (PWV)	2.5	$23M		323k	69.71	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.5	$22M	+5%	51k	436.79	View chart
Avantis Intl MF Closed and MF Open (AVDE)	2.4	$22M	+21%	256k	84.84	View chart
Jpmorgan MF Closed and MF Open (JMUB)	2.3	$21M	+2%	413k	49.99	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.3	$21M	-6%	416k	49.50	View chart
Fidelity Enhanced MF Closed and MF Open (FELG)	2.3	$20M	+81457%	541k	37.49	View chart
State Street MF Closed and MF Open (SPDW)	2.1	$19M	+10%	415k	45.65	View chart
Vaneck Natural MF Closed and MF Open (HAP)	2.0	$18M	-22%	253k	72.47	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.0	$18M	+2%	230k	78.77	View chart
Imgp Dbi MF Closed and MF Open (DBMF)	1.8	$16M	-4%	541k	30.15	View chart
State Street MF Closed and MF Open (SPTM)	1.6	$14M	-2%	177k	79.06	View chart
State Street MF Closed and MF Open (SPMD)	1.5	$14M		230k	59.22	View chart
Columbia Research MF Closed and MF Open (RECS)	1.5	$13M	+7%	338k	38.98	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.3	$11M	+2%	128k	87.84	View chart
State Street MF Closed and MF Open (SPYG)	1.2	$11M		110k	97.91	View chart
Ishares Russell MF Closed and MF Open (IWY)	1.2	$11M	+14%	42k	248.84	View chart
Victoryshares Small MF Closed and MF Open (SFLO)	1.1	$10M	-14%	343k	30.03	View chart
State Street MF Closed and MF Open (CWI)	1.1	$10M	+2%	280k	36.59	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	1.0	$9.0M	+3%	163k	55.16	View chart
State Street MF Closed and MF Open (SPAB)	0.9	$7.7M	+2%	301k	25.62	View chart
State Street MF Closed and MF Open (MDYV)	0.8	$6.9M	-2%	81k	85.15	View chart
State Street MF Closed and MF Open (SPSM)	0.7	$6.5M	+3%	135k	48.32	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.7	$6.4M	-2%	30k	215.06	View chart
State Street MF Closed and MF Open (SPYV)	0.6	$5.8M	-2%	102k	56.58	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.6	$5.6M	+2%	69k	80.58	View chart
State Street MF Closed and MF Open (GNR)	0.6	$5.3M	+2%	71k	74.67	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.6	$5.2M	-2%	154k	33.86	View chart
Jpmorgan MF Closed and MF Open (BBSC)	0.6	$5.1M	+4%	68k	75.07	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.5	$4.8M	+8%	183k	26.20	View chart
Hartford Multifactor MF Closed and MF Open (RODM)	0.5	$4.7M		119k	39.42	View chart
Fidelity Covington MF Closed and MF Open (FESM)	0.5	$4.6M	+28%	121k	38.00	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.5	$4.4M	-7%	59k	75.19	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.5	$4.4M	+13%	123k	35.96	View chart
State Street MF Closed and MF Open (MDYG)	0.5	$4.3M	-4%	45k	95.96	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.5	$4.3M	+2%	78k	54.80	View chart
Franklin Us MF Closed and MF Open (FLQM)	0.4	$3.5M	+4%	65k	54.93	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$3.4M	+5%	101k	33.67	View chart
Neuberger Commodity MF Closed and MF Open (NBCM)	0.4	$3.4M	-18%	121k	28.03	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.4	$3.2M	+3%	52k	61.75	View chart
John Hancock MF Closed and MF Open (JHMM)	0.3	$3.0M		44k	67.12	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.3	$2.3M	+3%	20k	117.18	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$2.3M		4.8k	479.20	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.3	$2.3M		23k	99.86	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.2	$2.2M		28k	79.35	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.2	$2.2M	-5%	114k	19.00	View chart
State Street MF Closed and MF Open (SPEM)	0.2	$2.1M		45k	46.91	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.2	$2.1M		33k	63.91	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.2	$2.0M	+16%	40k	50.98	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.7M		7.1k	244.44	View chart
State Street MF Closed and MF Open (SMLV)	0.2	$1.6M	-4%	12k	137.08	View chart
State Street MF Closed and MF Open (SJNK)	0.2	$1.6M	+7%	65k	24.98	View chart
Wec Energy Common Stock (WEC)	0.2	$1.5M	+29%	13k	115.77	View chart
Apple Common Stock (AAPL)	0.2	$1.5M		5.9k	253.79	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$1.3M		4.1k	320.81	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.1	$1.3M	-9%	36k	35.94	View chart
State Street MF Closed and MF Open (SPGM)	0.1	$1.3M	+10%	17k	75.71	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$1.3M		2.1k	597.55	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.1	$1.2M	-2%	18k	65.17	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.1	$1.1M	-10%	35k	30.96	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$1.0M	+20%	34k	30.50	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$907k	-4%	8.4k	108.41	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$838k	+3%	2.3k	370.12	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$803k		5.5k	145.79	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$793k	+8%	1.4k	577.18	View chart
State Street MF Closed and MF Open (SLYV)	0.1	$789k	-8%	8.3k	94.58	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$780k	-7%	4.5k	174.40	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$740k	-9%	14k	54.05	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$735k	-3%	17k	43.20	View chart
Boeing Company Common Stock (BA)	0.1	$693k	+12332%	3.5k	199.03	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.1	$685k	-3%	17k	41.08	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.1	$662k	+103%	14k	48.86	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$637k	-12%	2.6k	248.00	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$573k		1.3k	426.40	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$541k	-5%	7.7k	70.03	View chart
State Street MF Closed and MF Open (SPSB)	0.0	$441k	+4%	15k	30.07	View chart
Eli Lilly Common Stock (LLY)	0.0	$425k		462.00	919.77	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$415k		6.1k	67.53	View chart
Johnson Controls Common Stock (JCI)	0.0	$413k		3.2k	130.95	View chart
State Street MF Closed and MF Open (SLYG)	0.0	$393k	-9%	4.1k	96.62	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$387k		1.5k	261.92	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$363k	+8%	1.2k	294.16	View chart
State Street MF Closed and MF Open (SPY)	0.0	$360k		554.00	649.96	View chart
Amazon Common Stock (AMZN)	0.0	$351k	+2%	1.7k	208.27	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$349k	NEW	6.9k	50.45	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$344k		1.4k	239.99	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$337k	-11%	1.7k	196.15	View chart
Costco Wholesale Common Stock (COST)	0.0	$327k		328.00	996.43	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$325k		2.6k	124.31	View chart
First Trust MF Closed and MF Open (FVD)	0.0	$316k	-14%	6.7k	47.03	View chart
Chevron Corp Common Stock (CVX)	0.0	$306k	+10%	1.5k	206.85	View chart
Home Depot Common Stock (HD)	0.0	$306k	-6%	931.00	328.89	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.0	$303k		6.5k	46.53	View chart
Nextera Energy Common Stock (NEE)	0.0	$297k		3.2k	92.88	View chart
Coca Cola Company Common Stock (KO)	0.0	$289k		3.8k	76.04	View chart
Ishares Ethereum MF Closed and MF Open (ETHA)	0.0	$289k	+58683%	18k	15.83	View chart
Caterpillar Common Stock (CAT)	0.0	$286k		403.00	708.46	View chart
Alphabet Common Stock (GOOG)	0.0	$283k		985.00	286.86	View chart
Spdr Gold Common Stock (GLD)	0.0	$279k	-8%	649.00	430.29	View chart
Deere & Co Common Stock (DE)	0.0	$279k		495.00	563.30	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.0	$275k		9.0k	30.50	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$259k		2.0k	132.10	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.0	$256k	-3%	3.1k	81.50	View chart
Broadcom Common Stock (AVGO)	0.0	$254k	+11%	821.00	309.51	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$242k		392.00	616.76	View chart
Oracle Corp Common Stock (ORCL)	0.0	$237k		1.6k	147.11	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.0	$236k	-7%	4.8k	49.40	View chart
Pepsico Common Stock (PEP)	0.0	$227k	+192%	1.5k	155.29	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$211k	-11%	11k	19.30	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.0	$197k	-15%	7.7k	25.64	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$194k	-9%	2.6k	73.94	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$188k		879.00	213.67	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$187k	+9%	602.00	310.63	View chart
Grainger W W Common Stock (GWW)	0.0	$184k	+56%	169.00	1090.81	View chart
Strategy Common Stock (MSTR)	0.0	$182k	+381%	1.5k	124.80	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$177k		978.00	181.42	View chart
Exxon Mobil Common Stock (XOM)	0.0	$175k	-24%	1.0k	169.66	View chart
Donegal Group Common Stock (DGICA)	0.0	$170k		9.9k	17.18	View chart
Tesla Common Stock (TSLA)	0.0	$169k		454.00	371.75	View chart
Northrop Grumman Common Stock (NOC)	0.0	$168k	-9%	246.00	682.24	View chart
At&t Common Stock (T)	0.0	$167k		5.8k	28.99	View chart
Abbvie Common Stock (ABBV)	0.0	$162k	+2%	746.00	217.62	View chart
W P Carey Common Stock (WPC)	0.0	$162k		2.4k	67.95	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$161k	-31%	1.3k	121.93	View chart
Bitmine Immersion Common Stock (BMNR)	0.0	$155k	+352%	7.9k	19.78	View chart
Invesco S&p MF Closed and MF Open (PBP)	0.0	$152k	NEW	6.9k	21.99	View chart
Applied Materials Common Stock (AMAT)	0.0	$152k		445.00	341.56	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$152k	+5%	462.00	328.93	View chart
Nicolet Bankshares Common Stock (NIC)	0.0	$151k		1.0k	148.62	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.0	$150k	-65%	3.0k	50.34	View chart
Amgen Common Stock (AMGN)	0.0	$149k	+24%	424.00	351.55	View chart
Ishares U S MF Closed and MF Open (BALI)	0.0	$148k	NEW	4.8k	30.81	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$147k	+6%	4.1k	36.11	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$144k		2.3k	64.08	View chart
Mfs Blended MF Closed and MF Open (BRIE)	0.0	$141k	NEW	5.2k	27.04	View chart
Goldman Sachs Common Stock (GS)	0.0	$141k	-4%	167.00	845.99	View chart
Alphabet Common Stock (GOOGL)	0.0	$137k	+2%	478.00	287.41	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$134k		6.0k	22.21	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$133k		1.9k	70.91	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$132k	+2891%	4.3k	30.68	View chart
State Street MF Closed and MF Open (XLP)	0.0	$132k	+7%	1.6k	82.00	View chart
Invesco Msci MF Closed and MF Open (EFAA)	0.0	$130k	NEW	2.5k	52.74	View chart
Visa Common Stock (V)	0.0	$129k		425.00	302.24	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$128k		2.7k	47.54	View chart
Waste Management Common Stock (WM)	0.0	$120k	+22%	520.00	229.79	View chart
State Street MF Closed and MF Open (SDY)	0.0	$119k		815.00	145.94	View chart
Merck & Company Common Stock (MRK)	0.0	$118k	-5%	979.00	120.34	View chart
Alliant Energy Common Stock (LNT)	0.0	$113k	-6%	1.6k	71.76	View chart
Pgim Short MF Closed and MF Open (PSH)	0.0	$113k	NEW	2.3k	49.59	View chart
Ameren Corp Common Stock (AEE)	0.0	$112k		1.0k	109.92	View chart
Tjx Cos Common Stock (TJX)	0.0	$112k	+22%	698.00	159.70	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$110k	+3%	1.1k	97.13	View chart
Meta Platforms Common Stock (META)	0.0	$110k	-13%	192.00	572.14	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$109k		1.6k	68.28	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$107k		1.5k	69.75	View chart
Xcel Energy Common Stock (XEL)	0.0	$101k		1.3k	79.44	View chart
Cisco Systems Common Stock (CSCO)	0.0	$100k	+15%	1.3k	77.59	View chart
Ishares Gold Common Stock (IAU)	0.0	$100k	-15%	1.1k	88.16	View chart
State Street MF Closed and MF Open (GXC)	0.0	$99k		1.1k	93.12	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.0	$95k	NEW	1.7k	55.52	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$95k		2.0k	48.15	View chart
Symbotic Common Stock (SYM)	0.0	$93k	+29%	1.8k	53.20	View chart
Ishares Global MF Closed and MF Open (REET)	0.0	$90k		3.6k	25.15	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$90k		797.00	112.45	View chart
Southern Company Common Stock (SO)	0.0	$89k		926.00	96.51	View chart
Walmart Common Stock (WMT)	0.0	$89k	+39%	714.00	124.22	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$84k		1.9k	45.06	View chart
Simon Property Common Stock (SPG)	0.0	$80k	+36%	431.00	186.53	View chart
Linde Common Stock (LIN)	0.0	$79k	+40%	159.00	495.76	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$79k		1.2k	67.93	View chart
Prudential Financial Common Stock (PRU)	0.0	$78k	+6%	798.00	97.66	View chart
Thermo Fisher Common Stock (TMO)	0.0	$75k	+18%	153.00	491.53	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$75k		247.00	302.25	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$74k		352.00	211.15	View chart
Ishares Silver Common Stock (SLV)	0.0	$74k		1.1k	68.14	View chart
Invesco Total MF Closed and MF Open (GTO)	0.0	$74k		1.6k	46.83	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$73k		765.00	95.62	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$71k		625.00	113.11	View chart
National Fuel Common Stock (NFG)	0.0	$71k		750.00	93.96	View chart
Automatic Data Common Stock (ADP)	0.0	$68k		333.00	202.92	View chart
Verizon Communications Common Stock (VZ)	0.0	$67k	-20%	1.3k	50.18	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$66k	+30%	442.00	148.10	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$64k		91.00	697.71	View chart
United Parcel Common Stock (UPS)	0.0	$63k	-45%	640.00	98.38	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$63k		70.00	895.24	View chart
Walt Disney Common Stock (DIS)	0.0	$60k	-32%	624.00	96.45	View chart
Marriott Intl Common Stock (MAR)	0.0	$60k		182.00	327.07	View chart
Welltower Common Stock (WELL)	0.0	$59k		300.00	197.71	View chart
Fs Specialty MF Closed and MF Open (FSSL)	0.0	$59k	-21%	4.7k	12.51	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$58k	+5376%	1.4k	40.80	View chart
Netflix Common Stock (NFLX)	0.0	$57k	-27%	590.00	96.15	View chart
Procter & Gamble Common Stock (PG)	0.0	$55k	-12%	384.00	144.28	View chart
Altria Group Common Stock (MO)	0.0	$55k		836.00	66.00	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$55k	+43%	531.00	102.59	View chart
Morgan Stanley Common Stock (MS)	0.0	$54k	+50%	330.00	164.57	View chart
Fedex Corp Common Stock (FDX)	0.0	$54k		152.00	356.18	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.0	$54k	-41%	582.00	92.69	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$54k		445.00	120.61	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$53k		245.00	217.25	View chart
Dimensional Us MF Closed and MF Open (DFAT)	0.0	$53k		852.00	62.45	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$53k	-82%	1.4k	38.42	View chart
Asml Holding Common Stock (ASML)	0.0	$53k		40.00	1320.83	View chart
Agnico-eagle Common Stock (AEM)	0.0	$52k	-10%	254.00	202.98	View chart
Cintas Corp Common Stock (CTAS)	0.0	$51k		300.00	169.14	View chart
Jpmorgan MF Closed and MF Open (JPIB)	0.0	$49k		1.0k	47.82	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$49k		345.00	142.43	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$49k		200.00	244.18	View chart
Mfs Active MF Closed and MF Open (MFSG)	0.0	$48k	-95%	1.9k	25.59	View chart
Sprott Physical MF Closed and MF Open (CEF)	0.0	$48k		1.0k	47.72	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$47k		158.00	295.12	View chart
Bank Montreal Common Stock (BMO)	0.0	$45k		335.00	135.34	View chart
Rockwell Automation Common Stock (ROK)	0.0	$45k		124.00	359.02	View chart
Alibaba Group Common Stock (BABA)	0.0	$44k		353.00	125.36	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$44k		407.00	107.62	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$42k		627.00	67.59	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$42k	+100%	592.00	70.18	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$42k		350.00	118.45	View chart
Mge Energy Common Stock (MGEE)	0.0	$41k	-6%	528.00	77.29	View chart
Tko Group Common Stock (TKO)	0.0	$40k		200.00	201.65	View chart
Ge Aerospace Common Stock (GE)	0.0	$40k	+22%	141.00	283.77	View chart
State Street MF Closed and MF Open (XNTK)	0.0	$40k		155.00	255.28	View chart
Capital One Common Stock (COF)	0.0	$39k		216.00	182.43	View chart
Wheaton Precious Common Stock (WPM)	0.0	$39k	-13%	300.00	131.01	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$38k		436.00	86.64	View chart
Schwab Charles Common Stock (SCHW)	0.0	$38k		400.00	93.98	View chart
Capital Group MF Closed and MF Open (CGCV)	0.0	$37k	NEW	1.2k	29.81	View chart
Lowes Companies Common Stock (LOW)	0.0	$37k	+178%	156.00	236.28	View chart
Ftai Aviation Common Stock (FTAI)	0.0	$37k	-25%	150.00	245.00	View chart
Duke Energy Common Stock (DUK)	0.0	$36k	+154%	275.00	130.94	View chart
Pfizer Common Stock (PFE)	0.0	$36k		1.3k	28.08	View chart
Advanced Micro Common Stock (AMD)	0.0	$35k	+10%	174.00	203.43	View chart
Royal Caribbean Common Stock (RCL)	0.0	$35k		127.00	275.18	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$35k		103.00	337.95	View chart
Bank New York Common Stock (BK)	0.0	$35k	+184%	293.00	118.63	View chart
Palo Alto Common Stock (PANW)	0.0	$35k	+8%	216.00	160.32	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.0	$34k	-15%	375.00	91.77	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$34k		904.00	37.84	View chart
Fiserv Common Stock (FISV)	0.0	$34k		606.00	55.80	View chart
Kimberly Clark Common Stock (KMB)	0.0	$32k	-31%	328.00	96.47	View chart
Fidelity National Common Stock (FIS)	0.0	$32k	-18%	672.00	46.91	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 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
IAG Wealth Partners 2022 Q2 filed Aug. 3, 2022

View all past filings

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