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IAG Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1827261 · latest 13F-HR filed 2026-08-06

Backtest portfolio

IAG Wealth Partners, LLC manages $1.01B in 13F-reported U.S. long-equity assets across 508 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (7.29%), JBND (5.90%), AVIV (5.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 18; 295 existing positions rose in reported value and 106 fell.

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
$1.01B

Long-equity book

Holdings
508

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+17 / −18 / ↑295 / ↓106

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPYM7.3% · -1%JBND5.9% · +0%AVIV5.2% · +16%MMIT4.7% · +3%GSLC4.5% · -1%DLN3.8% · +1%GSIE3.2% · +8%DIVB3.1% · -3%IVV2.8% · -3%FELG2.7% · +17%VUG2.6% · +511%DON2.6% · -6%AVDE2.6% · +16%PWV2.5% · +2%SPDW2.2% · +8%IMCG2.2% · -2%PULS2.1% · +3%CTA2.1% · +3%JMUB2.0% · -3%HAP1.6% · -7%PSH1.6% · +14008%DBMF1.6% · -5%SPMD1.5% · -3%RECS1.5% · +3%SPTM1.5% · -7%SPYG1.3% · +2%DGRW1.2% · +1%IWY1.2% · -3%XCNY1.1% · +1%SFLO1.1% · -3%BRIE1.0% · +6209%GUNR0.8% · +3%SPSM0.8% · +2%SPAB0.8% · +2%MDYV0.7% · -4%VIG0.7% · +0%AVEM0.7% · +3%FESM0.6% · +9%BBSC0.6% · +2%SPYV0.6% · -1%DFAE0.6% · -5%PYLD0.5% · +8%SPHQ0.5% · -3%ISCG0.5% · -0%FMDE0.5% · -1%MDYG0.5% · -4%GNR0.5% · +1%RODM0.5% · -3%DFIS0.4% · +11%FLQM0.4% · -2%JHMM0.3% · +4%CSB0.3% · +1%NBCM0.3% · -17%JSMD0.3% · -8%BBUS0.3% · -4%SPEM0.2% · +6%BRK.B0.2% · -1%AVDV0.2% · -1%JMST0.2% · +0%HELO0.2% · -12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$1.87B
Discretionary
$1.87B
Employees
15
Accounts
6,310
Address
N19 W24200 RIVERWOOD DRIVE
SUITE 150
WAUKESHA, WI 53188
Phone
(262) 446-8150
Website
Name Title / Status Ownership Type
HEINS, SCOTT, DAVID ControlMEMBER
since Jan 2018
10–25%Individual
MITCHELL, CHRISTOPHER, WILLIAM ControlMEMBER
since Jan 2018
10–25%Individual
WATT, LORI, ANN ControlPRESIDENT AND TREASURER
since Jan 1988
25–50%Individual
PETERSON, RUSSELL, JOSEPHMEMBER
since Jan 2022
5–10%Individual
PETERSON, THOMAS, LEEMEMBER
since Jan 2022
10–25%Individual
SAPIENZA, ANNE, CAROLINEMEMBER
since Jan 2021
10–25%Individual
VONRUDEN, JENNIFER, ANNCHIEF COMPLIANCE OFFICER
since Apr 2022
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 7, 2022 filing
  • No longer listedKUHLENBECK, SUSAN, CHRISTINE · SECRETARY, VICE PRESIDENT, AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2002
  • AddedVONRUDEN, JENNIFER, ANN · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 29, 2022 filing
  • AddedPETERSON, RUSSELL, JOSEPH · MEMBER · 5–10%
  • AddedPETERSON, THOMAS, LEE · MEMBER · 10–25%
  • AddedSAPIENZA, ANNE, CAROLINE · MEMBER · 10–25%
  • ChangedKUHLENBECK, SUSAN, CHRISTINE · title VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER → SECRETARY, VICE PRESIDENT, AND CHIEF COMPLIANCE OFFICER; ownership 5–10% → Less than 5%
  • ChangedWATT, LORI, ANN · ownership 50–75% → 25–50%
Mar 30, 2020 filing
  • ChangedKUHLENBECK, SUSAN, CHRISTINE · ownership 10–25% → 5–10%
Mar 28, 2018 filing
  • AddedHEINS, SCOTT, DAVID · MEMBER · 10–25% · control person
  • AddedMITCHELL, CHRISTOPHER, WILLIAM · MEMBER · 10–25% · control person
  • ChangedKUHLENBECK, SUSAN, CHRISTINE · ownership 25–50% → 10–25%
  • ChangedWATT, LORI, ANN · ownership 75% or more → 50–75%
Mar 23, 2017 filing
  • ChangedKUHLENBECK, SUSAN, CHRISTINE · ownership 10–25% → 25–50%
Mar 29, 2012 filing (earliest on record)
  • ListedKUHLENBECK, SUSAN, CHRISTINE · VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • ListedWATT, LORI, ANN · PRESIDENT AND TREASURER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 295 →

Top Trims

Show all 106 →

New Positions

Show all 17 →

Exited Positions

Show all 18 →

IAG Wealth Partners, LLC Holdings (2026-06-30)

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 $73.7M 7.29% 838,486 SH
2 JPMORGAN ACTIVE JBND 46654Q716 $59.6M 5.90% 1,114,649 SH
3 AVANTIS INTL AVIV 025072364 $52.1M 5.16% 673,117 SH
4 NYLI MACKAY MMIT 45409F827 $47.9M 4.74% 1,967,096 SH
5 GOLDMAN SACHS GSLC 381430503 $45.6M 4.51% 321,376 SH
6 WISDOMTREE U S DLN 97717W307 $38.8M 3.84% 402,998 SH
7 GOLDMAN SACHS GSIE 381430107 $32.0M 3.17% 701,237 SH
8 ISHARES CORE DIVB 46435U861 $31.3M 3.10% 508,870 SH
9 ISHARES CORE IVV 464287200 $27.8M 2.75% 37,139 SH
10 FIDELITY ENHANCED FELG 31609A305 $27.6M 2.74% 631,926 SH
11 VANGUARD GROWTH VUG 922908736 $26.8M 2.65% 310,621 SH
12 WISDOMTREE U S DON 97717W505 $26.6M 2.63% 470,081 SH
13 AVANTIS INTL AVDE 025072703 $26.4M 2.61% 296,039 SH
14 INVESCO LARGE PWV 46137V738 $25.0M 2.48% 330,061 SH
15 STATE STREET SPDW 78463X889 $22.6M 2.24% 449,070 SH
16 ISHARES MORNINGSTAR IMCG 464288307 $22.1M 2.19% 225,135 SH
17 PGIM ULTRA PULS 69344A107 $21.3M 2.11% 429,859 SH
18 SIMPLIFY MANAGED CTA 82889N699 $21.3M 2.11% 821,040 SH
19 JPMORGAN JMUB 46641Q647 $20.3M 2.01% 400,095 SH
20 VANECK NATURAL HAP 92189F841 $16.2M 1.60% 236,196 SH
21 PGIM SHORT PSH 69344A784 $16.1M 1.59% 321,813 SH
22 IMGP DBI DBMF 53700T827 $15.7M 1.55% 511,925 SH
23 STATE STREET SPMD 78464A847 $15.1M 1.49% 222,817 SH
24 COLUMBIA RESEARCH RECS 19761L706 $15.0M 1.49% 347,443 SH
25 STATE STREET SPTM 78464A805 $15.0M 1.48% 164,702 SH
26 STATE STREET SPYG 78464A409 $13.3M 1.32% 111,976 SH
27 WISDOMTREE US DGRW 97717X669 $12.3M 1.22% 128,898 SH
28 ISHARES RUSSELL IWY 464289438 $11.9M 1.18% 40,968 SH
29 STATE STREET XCNY 78463X848 $11.5M 1.14% 282,870 SH
30 VICTORYSHARES SMALL SFLO 92647X822 $11.4M 1.12% 331,922 SH
31 MFS BLENDED BRIE 55286W801 $10.0M 0.99% 329,667 SH
32 FLEXSHARES MORNINGSTAR GUNR 33939L407 $8.3M 0.82% 167,566 SH
33 STATE STREET SPSM 78468R853 $7.9M 0.78% 137,417 SH
34 STATE STREET SPAB 78464A649 $7.8M 0.77% 306,270 SH
35 STATE STREET MDYV 78464A839 $7.4M 0.73% 77,644 SH
36 VANGUARD DIVIDEND VIG 921908844 $7.0M 0.69% 29,583 SH
37 AVANTIS EMERGING AVEM 025072604 $6.9M 0.68% 71,443 SH
38 FIDELITY ENHANCED FESM 31609A206 $6.4M 0.63% 132,532 SH
39 JPMORGAN BBSC 46641Q290 $6.3M 0.62% 68,553 SH
40 STATE STREET SPYV 78464A508 $6.1M 0.61% 100,915 SH
41 DIMENSIONAL EMERGING DFAE 25434V302 $5.9M 0.58% 146,328 SH
42 PIMCO ENHANCED PYLD 72201R585 $5.3M 0.52% 198,523 SH
43 INVESCO S&P SPHQ 46137V241 $5.1M 0.51% 57,066 SH
44 ISHARES MORNINGSTAR ISCG 464288604 $5.1M 0.51% 77,865 SH
45 FIDELITY ENHANCED FMDE 31609A503 $4.9M 0.49% 121,125 SH
46 STATE STREET MDYG 78464A821 $4.8M 0.47% 42,722 SH
47 STATE STREET GNR 78463X541 $4.8M 0.47% 71,001 SH
48 HARTFORD MULTIFACTOR RODM 518416102 $4.7M 0.46% 115,710 SH
49 DIMENSIONAL INTL DFIS 25434V773 $3.9M 0.39% 112,576 SH
50 FRANKLIN US FLQM 35473P884 $3.6M 0.36% 63,055 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $1.01B 508 0001104659-26-091831
2026-03-31 2026-04-29 $895.9M 509 0001104659-26-051488
2025-12-31 2026-02-10 $863.6M 497 0001104659-26-012592
Filer Information
Address
N19W24200 RIVERWOOD DRIVE
SUITE 150
WAUKESHA, WI 53188
Phone
(262) 446-8150
Filing Manager
IAG Wealth Partners, LLC
WAUKESHA, WI
Signatory
Jennifer Von Ruden
Chief Compliance Officer