IAG Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1827261 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$895.9M
Long-equity book
Holdings
509
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+36 / −24 / ↑158 / ↓159
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIDELITY ENHANCED$20.2M +73220.8%
- AVANTIS INTL$4.9M +12.6%
- AVANTIS INTL$4.3M +24.8%
- STATE STREET$2.2M +13.2%
- GOLDMAN SACHS$2.2M +8.4%
Top Trims
- JPMORGAN ACTIVE-$5.3M -8.1%
- GOLDMAN SACHS-$2.7M -6.2%
- PGIM ULTRA-$1.5M -7.0%
- VICTORYSHARES SMALL-$1.5M -12.5%
- VANGUARD GROWTH-$1.4M -5.8%
New Positions
- PIMCO SHORT$348.6K
- INVESCO S&P$152.1K
- ISHARES U S$147.8K
- MFS BLENDED$141.3K
- INVESCO MSCI$130.2K
Exited Positions
- STATE STREET$86.0K
- JANUS HENDERSON$67.8K
- FRANKLIN FTSE$65.6K
- EXACT SCIENCES$65.0K
- ISHARES SELECT$58.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET | SPYM | 78464A854 | $64.8M | 7.23% | 846,198 | SH |
| 2 | JPMORGAN ACTIVE | JBND | 46654Q716 | $59.7M | 6.66% | 1,109,543 | SH |
| 3 | NYLI MACKAY | MMIT | 45409F827 | $45.9M | 5.13% | 1,905,068 | SH |
| 4 | AVANTIS INTL | AVIV | 025072364 | $43.4M | 4.85% | 580,522 | SH |
| 5 | GOLDMAN SACHS | GSLC | 381430503 | $40.7M | 4.55% | 325,461 | SH |
| 6 | WISDOMTREE U S | DLN | 97717W307 | $35.7M | 3.98% | 399,184 | SH |
| 7 | ISHARES CORE | DIVB | 46435U861 | $28.2M | 3.14% | 522,211 | SH |
| 8 | GOLDMAN SACHS | GSIE | 381430107 | $27.9M | 3.12% | 647,826 | SH |
| 9 | WISDOMTREE U S | DON | 97717W505 | $26.3M | 2.94% | 500,699 | SH |
| 10 | ISHARES CORE | IVV | 464287200 | $25.0M | 2.79% | 38,259 | SH |
| 11 | SIMPLIFY MANAGED | CTA | 82889N699 | $24.0M | 2.68% | 794,860 | SH |
| 12 | INVESCO LARGE | PWV | 46137V738 | $22.5M | 2.51% | 322,918 | SH |
| 13 | VANGUARD GROWTH | VUG | 922908736 | $22.2M | 2.48% | 50,853 | SH |
| 14 | AVANTIS INTL | AVDE | 025072703 | $21.7M | 2.42% | 255,742 | SH |
| 15 | JPMORGAN | JMUB | 46641Q647 | $20.7M | 2.31% | 413,210 | SH |
| 16 | PGIM ULTRA | PULS | 69344A107 | $20.6M | 2.30% | 416,005 | SH |
| 17 | FIDELITY ENHANCED | FELG | 31609A305 | $20.3M | 2.26% | 540,723 | SH |
| 18 | STATE STREET | SPDW | 78463X889 | $18.9M | 2.11% | 414,844 | SH |
| 19 | VANECK NATURAL | HAP | 92189F841 | $18.3M | 2.05% | 253,095 | SH |
| 20 | ISHARES MORNINGSTAR | IMCG | 464288307 | $18.1M | 2.02% | 229,955 | SH |
| 21 | IMGP DBI | DBMF | 53700T827 | $16.3M | 1.82% | 541,170 | SH |
| 22 | STATE STREET | SPTM | 78464A805 | $14.0M | 1.56% | 176,720 | SH |
| 23 | STATE STREET | SPMD | 78464A847 | $13.6M | 1.52% | 229,671 | SH |
| 24 | COLUMBIA RESEARCH | RECS | 19761L706 | $13.2M | 1.47% | 337,988 | SH |
| 25 | WISDOMTREE US | DGRW | 97717X669 | $11.2M | 1.25% | 127,643 | SH |
| 26 | STATE STREET | SPYG | 78464A409 | $10.8M | 1.21% | 110,326 | SH |
| 27 | ISHARES RUSSELL | IWY | 464289438 | $10.5M | 1.18% | 42,383 | SH |
| 28 | VICTORYSHARES SMALL | SFLO | 92647X822 | $10.3M | 1.15% | 342,785 | SH |
| 29 | STATE STREET | XCNY | 78463X848 | $10.2M | 1.14% | 280,068 | SH |
| 30 | FLEXSHARES MORNINGSTAR | GUNR | 33939L407 | $9.0M | 1.00% | 162,865 | SH |
| 31 | STATE STREET | SPAB | 78464A649 | $7.7M | 0.86% | 301,042 | SH |
| 32 | STATE STREET | MDYV | 78464A839 | $6.9M | 0.77% | 80,913 | SH |
| 33 | STATE STREET | SPSM | 78468R853 | $6.5M | 0.73% | 135,291 | SH |
| 34 | VANGUARD DIVIDEND | VIG | 921908844 | $6.4M | 0.71% | 29,563 | SH |
| 35 | STATE STREET | SPYV | 78464A508 | $5.8M | 0.64% | 101,958 | SH |
| 36 | AVANTIS EMERGING | AVEM | 025072604 | $5.6M | 0.62% | 69,138 | SH |
| 37 | STATE STREET | GNR | 78463X541 | $5.3M | 0.59% | 70,534 | SH |
| 38 | DIMENSIONAL EMERGING | DFAE | 25434V302 | $5.2M | 0.58% | 153,733 | SH |
| 39 | JPMORGAN | BBSC | 46641Q290 | $5.1M | 0.57% | 67,456 | SH |
| 40 | PIMCO ENHANCED | PYLD | 72201R585 | $4.8M | 0.54% | 182,935 | SH |
| 41 | HARTFORD MULTIFACTOR | RODM | 518416102 | $4.7M | 0.52% | 118,803 | SH |
| 42 | FIDELITY COVINGTON | FESM | 31609A206 | $4.6M | 0.51% | 121,321 | SH |
| 43 | INVESCO S&P | SPHQ | 46137V241 | $4.4M | 0.49% | 58,809 | SH |
| 44 | FIDELITY ENHANCED | FMDE | 31609A503 | $4.4M | 0.49% | 122,857 | SH |
| 45 | STATE STREET | MDYG | 78464A821 | $4.3M | 0.48% | 44,693 | SH |
| 46 | ISHARES MORNINGSTAR | ISCG | 464288604 | $4.3M | 0.48% | 78,077 | SH |
| 47 | FRANKLIN US | FLQM | 35473P884 | $3.5M | 0.40% | 64,530 | SH |
| 48 | DIMENSIONAL INTL | DFIS | 25434V773 | $3.4M | 0.38% | 101,229 | SH |
| 49 | NEUBERGER COMMODITY | NBCM | 64135A408 | $3.4M | 0.38% | 121,157 | SH |
| 50 | VICTORYSHARES US | CSB | 92647N873 | $3.2M | 0.36% | 51,513 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $895.9M | 509 | 0001104659-26-051488 |
| 2025-12-31 | 2026-02-10 | $863.6M | 497 | 0001104659-26-012592 |