Iag Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Iag Wealth Partners, Llc disclosed 490 stock positions valued at approximately $1.01B as of quarter-end June 30, 2026. The largest holdings include STATE STREET, JPMORGAN ACTIVE, and AVANTIS INTL.
- Report Period
- June 30, 2026
- No. of Stocks
- 490
- Portfolio Value
- $1.01B
Holdings by Sector
Iag Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET | SPLG | Other | 7.29% | 838,486 | -7,712 | -0.91% | $73,686,169 |
| JPMORGAN ACTIVE | JBND | Other | 5.90% | 1,114,649 | +5,106 | +0.46% | $59,633,925 |
| AVANTIS INTL | AVIV | Other | 5.16% | 673,117 | +92,595 | +15.95% | $52,112,731 |
| NYLI MACKAY | MMIT | Other | 4.74% | 1,967,096 | +62,028 | +3.26% | $47,898,826 |
| GOLDMAN SACHS | GSLC | Other | 4.51% | 321,376 | -4,085 | -1.26% | $45,600,084 |
| WISDOMTREE U S | DLN | Other | 3.84% | 402,998 | +3,814 | +0.96% | $38,816,785 |
| GOLDMAN SACHS | GSIE | Other | 3.17% | 701,237 | +53,411 | +8.24% | $32,046,573 |
| ISHARES CORE | DIVB | Other | 3.10% | 508,870 | -13,341 | -2.55% | $31,346,350 |
| ISHARES CORE | IVV | Other | 2.75% | 37,139 | -1,120 | -2.93% | $27,812,805 |
| FIDELITY ENHANCED | FELG | Other | 2.74% | 631,926 | +91,203 | +16.87% | $27,646,822 |
| VANGUARD GROWTH | VUG | Other | 2.65% | 310,621 | +259,768 | +510.82% | $26,756,920 |
| WISDOMTREE U S | DON | Other | 2.63% | 470,081 | -30,618 | -6.12% | $26,568,939 |
| AVANTIS INTL | AVDE | Other | 2.61% | 296,039 | +40,297 | +15.76% | $26,406,683 |
| INVESCO LARGE | PWV | Other | 2.48% | 330,061 | +7,143 | +2.21% | $25,008,693 |
| STATE STREET | SPDW | Other | 2.24% | 449,070 | +34,226 | +8.25% | $22,628,649 |
| ISHARES MORNINGSTAR | IMCG | Other | 2.19% | 225,135 | -4,820 | -2.10% | $22,130,821 |
| PGIM ULTRA | PULS | Other | 2.11% | 429,859 | +13,854 | +3.33% | $21,299,516 |
| SIMPLIFY MANAGED | CTA | Other | 2.11% | 821,040 | +26,180 | +3.29% | $21,297,793 |
| JPMORGAN | JMUB | Other | 2.01% | 400,095 | -13,115 | -3.17% | $20,266,812 |
| VANECK NATURAL | HAP | Other | 1.60% | 236,196 | -16,899 | -6.68% | $16,205,382 |
| IMGP DBI | DBMF | Other | 1.55% | 511,925 | -29,245 | -5.40% | $15,670,032 |
| STATE STREET | SPMD | Other | 1.49% | 222,817 | -6,854 | -2.98% | $15,053,495 |
| COLUMBIA RESEARCH | RECS | Other | 1.49% | 347,443 | +9,455 | +2.80% | $15,037,353 |
| STATE STREET | SPTM | Other | 1.48% | 164,702 | -12,018 | -6.80% | $14,953,316 |
| STATE STREET | SPYG | Other | 1.32% | 111,976 | +1,650 | +1.50% | $13,324,028 |
| WISDOMTREE US | DGRW | Other | 1.22% | 128,898 | +1,255 | +0.98% | $12,325,267 |
| ISHARES RUSSELL | IWY | Other | 1.18% | 40,968 | -1,415 | -3.34% | $11,906,145 |
| STATE STREET | CWI | Other | 1.14% | 282,870 | +2,802 | +1.00% | $11,504,306 |
| FLEXSHARES MORNINGSTAR | GUNR | Other | 0.82% | 167,566 | +4,701 | +2.89% | $8,257,646 |
| STATE STREET | SPSM | Other | 0.78% | 137,417 | +2,126 | +1.57% | $7,924,852 |
Showing 30 of 490 holdings in the latest reporting period.