Iag Wealth Partners, Llc Portfolio Stock Holdings
Iag Wealth Partners, Llc disclosed 509 stock positions valued at approximately $895.9 million in its latest SEC 13F filing. The largest holdings include STATE STREET, JPMORGAN ACTIVE, and NYLI MACKAY. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 509
- Portfolio Value
- $895.9M
Holdings by Sector
Iag Wealth Partners, Llc Portfolio Holdings in Q1 2026
489 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET | SPLG | Other | 7.23% | 846,198 | +33,910 | +4.17% | $64,768,044 |
| JPMORGAN ACTIVE | JBND | Other | 6.66% | 1,109,543 | -91,217 | -7.60% | $59,660,160 |
| NYLI MACKAY | MMIT | Other | 5.13% | 1,905,068 | +66,876 | +3.64% | $45,921,669 |
| AVANTIS INTL | AVIV | Other | 4.85% | 580,522 | +39,017 | +7.21% | $43,440,457 |
| GOLDMAN SACHS | GSLC | Other | 4.55% | 325,461 | -2,404 | -0.73% | $40,724,911 |
| WISDOMTREE U S | DLN | Other | 3.98% | 399,184 | +8,623 | +2.21% | $35,659,121 |
| ISHARES CORE | DIVB | Other | 3.14% | 522,211 | -3,784 | -0.72% | $28,173,310 |
| GOLDMAN SACHS | GSIE | Other | 3.12% | 647,826 | +47,323 | +7.88% | $27,940,753 |
| WISDOMTREE U S | DON | Other | 2.94% | 500,699 | +7,504 | +1.52% | $26,306,715 |
| ISHARES CORE | IVV | Other | 2.79% | 38,259 | -82 | -0.21% | $24,991,122 |
| SIMPLIFY MANAGED | CTA | Other | 2.68% | 794,860 | -17,108 | -2.11% | $24,020,662 |
| INVESCO LARGE | PWV | Other | 2.51% | 322,918 | -920 | -0.28% | $22,510,623 |
| VANGUARD GROWTH | VUG | Other | 2.48% | 50,853 | +2,498 | +5.17% | $22,211,929 |
| AVANTIS INTL | AVDE | Other | 2.42% | 255,742 | +44,592 | +21.12% | $21,697,192 |
| JPMORGAN | JMUB | Other | 2.31% | 413,210 | +10,488 | +2.60% | $20,656,383 |
| PGIM ULTRA | PULS | Other | 2.30% | 416,005 | -30,501 | -6.83% | $20,592,322 |
| FIDELITY ENHANCED | FELG | Other | 2.26% | 540,723 | +540,060 | +81457.01% | $20,271,723 |
| STATE STREET | SPDW | Other | 2.11% | 414,844 | +38,303 | +10.17% | $18,937,650 |
| VANECK NATURAL | HAP | Other | 2.05% | 253,095 | -73,719 | -22.56% | $18,341,788 |
| ISHARES MORNINGSTAR | IMCG | Other | 2.02% | 229,955 | +6,192 | +2.77% | $18,113,555 |
| IMGP DBI | DBMF | Other | 1.82% | 541,170 | -24,148 | -4.27% | $16,316,280 |
| STATE STREET | SPTM | Other | 1.56% | 176,720 | -3,804 | -2.11% | $13,971,474 |
| STATE STREET | SPMD | Other | 1.52% | 229,671 | +3,275 | +1.45% | $13,601,138 |
| COLUMBIA RESEARCH | RECS | Other | 1.47% | 337,988 | +24,947 | +7.97% | $13,174,801 |
| WISDOMTREE US | DGRW | Other | 1.25% | 127,643 | +3,183 | +2.56% | $11,212,124 |
| STATE STREET | SPYG | Other | 1.21% | 110,326 | +986 | +0.90% | $10,802,000 |
| ISHARES RUSSELL | IWY | Other | 1.18% | 42,383 | +5,257 | +14.16% | $10,546,614 |
| STATE STREET | CWI | Other | 1.14% | 280,068 | +7,817 | +2.87% | $10,247,680 |
| FLEXSHARES MORNINGSTAR | GUNR | Other | 1.00% | 162,865 | +5,603 | +3.56% | $8,983,636 |
| STATE STREET | SPAB | Other | 0.86% | 301,042 | +6,969 | +2.37% | $7,712,701 |
| STATE STREET | MDYV | Other | 0.77% | 80,913 | -2,498 | -2.99% | $6,889,791 |
| STATE STREET | SPSM | Other | 0.73% | 135,291 | +4,216 | +3.22% | $6,537,286 |
| VANGUARD DIVIDEND | VIG | Other | 0.71% | 29,563 | -704 | -2.33% | $6,357,890 |
| STATE STREET | SPYV | Other | 0.64% | 101,958 | -2,681 | -2.56% | $5,768,762 |
| AVANTIS EMERGING | AVEM | Other | 0.62% | 69,138 | +1,513 | +2.24% | $5,571,159 |
| STATE STREET | GNR | Other | 0.59% | 70,534 | +2,052 | +3.00% | $5,266,799 |
| DIMENSIONAL EMERGING | DFAE | Other | 0.58% | 153,733 | -3,536 | -2.25% | $5,205,391 |
| JPMORGAN | BBSC | Other | 0.57% | 67,456 | +2,978 | +4.62% | $5,063,609 |
| PIMCO ENHANCED | PYLD | Other | 0.54% | 182,935 | +14,430 | +8.56% | $4,792,897 |
| HARTFORD MULTIFACTOR | RODM | Other | 0.52% | 118,803 | -1,589 | -1.32% | $4,683,213 |
| FIDELITY COVINGTON | FESM | Other | 0.51% | 121,321 | +26,698 | +28.22% | $4,610,207 |
| INVESCO S&P | SPHQ | Other | 0.49% | 58,809 | -4,448 | -7.03% | $4,421,835 |
| FIDELITY ENHANCED | FMDE | Other | 0.49% | 122,857 | +14,177 | +13.04% | $4,417,920 |
| STATE STREET | MDYG | Other | 0.48% | 44,693 | -2,260 | -4.81% | $4,288,771 |
| ISHARES MORNINGSTAR | ISCG | Other | 0.48% | 78,077 | +1,894 | +2.49% | $4,278,595 |
| FRANKLIN US | FLQM | Other | 0.40% | 64,530 | +2,708 | +4.38% | $3,544,634 |
| DIMENSIONAL INTL | DFIS | Other | 0.38% | 101,229 | +5,335 | +5.56% | $3,408,387 |
| NEUBERGER COMMODITY | NBCM | Other | 0.38% | 121,157 | -28,089 | -18.82% | $3,395,941 |
| VICTORYSHARES US | CSB | Other | 0.36% | 51,513 | +1,745 | +3.51% | $3,181,063 |
| JOHN HANCOCK | JHMM | Other | 0.33% | 44,233 | -375 | -0.84% | $2,968,922 |
| JPMORGAN BETABUILDERS | BBUS | Other | 0.26% | 19,939 | +716 | +3.72% | $2,336,454 |
| BERKSHIRE HATHAWAY | BRK-B | Financial Services | 0.26% | 4,849 | +30 | +0.62% | $2,323,640 |
| AVANTIS INTL | AVDV | Other | 0.25% | 22,666 | -204 | -0.89% | $2,263,428 |
| JANUS DETROIT | JSMD | Other | 0.25% | 27,929 | -164 | -0.58% | $2,216,171 |
| HARTFORD SCHRODERS | HTAB | Other | 0.24% | 113,812 | -6,263 | -5.22% | $2,162,428 |
| STATE STREET | SPEM | Other | 0.23% | 44,838 | -226 | -0.50% | $2,103,339 |
| JPMORGAN HEDGED | HELO | Other | 0.23% | 32,452 | -11 | -0.03% | $2,074,010 |
| JPMORGAN | JMST | Other | 0.23% | 39,550 | +5,719 | +16.90% | $2,016,261 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.19% | 7,094 | - | - | $1,734,041 |
| STATE STREET | SMLV | Other | 0.18% | 11,994 | -534 | -4.26% | $1,644,107 |
| STATE STREET | SJNK | Other | 0.18% | 64,645 | +4,724 | +7.88% | $1,614,821 |
| WEC ENERGY | WEC | Utilities | 0.17% | 13,191 | +3,044 | +30.00% | $1,527,076 |
| APPLE INC | AAPL | Technology | 0.17% | 5,862 | -46 | -0.78% | $1,487,711 |
| VANGUARD TOTAL | VTI | Other | 0.15% | 4,074 | +9 | +0.22% | $1,306,979 |
| WISDOMTREE U S | DES | Other | 0.14% | 36,088 | -3,689 | -9.27% | $1,297,013 |
| STATE STREET | SPGM | Other | 0.14% | 17,011 | +1,660 | +10.81% | $1,287,902 |
| VANGUARD S&P | VOO | Other | 0.14% | 2,095 | +1 | +0.05% | $1,251,867 |
| INVESCO MSCI | PBUS | Other | 0.13% | 18,353 | -463 | -2.46% | $1,196,067 |
| SCHWAB US | SCHM | Other | 0.12% | 34,778 | -3,913 | -10.11% | $1,076,725 |
| JPMORGAN BETABUILDERS | BBMC | Other | 0.10% | 8,368 | -403 | -4.59% | $907,173 |
| MICROSOFT CORP | MSFT | Technology | 0.09% | 2,265 | +66 | +3.00% | $838,333 |
| VANGUARD FTSE | VSS | Other | 0.09% | 5,510 | -37 | -0.67% | $803,304 |
| INVESCO QQQ | QQQ | Other | 0.09% | 1,373 | +111 | +8.80% | $792,469 |
| STATE STREET | SLYV | Other | 0.09% | 8,341 | -819 | -8.94% | $788,893 |
| NVIDIA CORP | NVDA | Technology | 0.09% | 4,475 | -340 | -7.06% | $780,446 |
| VANGUARD FSTE | VWO | Other | 0.08% | 13,692 | -1,465 | -9.67% | $740,055 |
| GOLDMAN SACHS | GEM | Other | 0.08% | 17,020 | -620 | -3.51% | $735,263 |
| BOEING COMPANY | BA | Industrials | 0.08% | 3,481 | +3,453 | +12332.14% | $692,824 |
| NUVEEN ESG | NUMG | Other | 0.08% | 16,672 | -540 | -3.14% | $684,887 |
| JANUS HENDERSON | VNLA | Other | 0.07% | 13,556 | +6,907 | +103.88% | $662,346 |
| ISHARES RUSSELL | IWM | Other | 0.07% | 2,567 | -365 | -12.45% | $636,616 |
| ISHARES RUSSELL | IWF | Other | 0.06% | 1,344 | - | - | $573,082 |
| JANUS DETROIT | JSML | Other | 0.06% | 7,719 | -420 | -5.16% | $540,560 |
| STATE STREET | SPSB | Other | 0.05% | 14,676 | +637 | +4.54% | $441,308 |
| ELI LILLY | LLY | Healthcare | 0.05% | 462 | - | - | $424,934 |
| ISHARES CORE | IJH | Other | 0.05% | 6,143 | -18 | -0.29% | $414,838 |
| JOHNSON CONTROLS | JCI | Industrials | 0.05% | 3,154 | -50 | -1.56% | $413,016 |
| STATE STREET | SLYG | Other | 0.04% | 4,068 | -423 | -9.42% | $393,051 |
| VANGUARD SMALL | VB | Other | 0.04% | 1,477 | +8 | +0.54% | $386,857 |
| JPMORGAN CHASE | JPM | Financial Services | 0.04% | 1,233 | +93 | +8.16% | $362,698 |
| STATE STREET | SPY | Other | 0.04% | 554 | - | - | $360,078 |
| AMAZON COM | AMZN | Consumer Cyclical | 0.04% | 1,683 | +46 | +2.81% | $350,516 |
| PIMCO SHORT | SMMU | Other | 0.04% | 6,909 | +6,909 | +100.00% | $348,559 |
| ISHARES MSCI | MTUM | Other | 0.04% | 1,432 | - | - | $343,669 |
| VANGUARD VALUE | VTV | Other | 0.04% | 1,717 | -225 | -11.59% | $336,782 |
| COSTCO WHOLESALE | COST | Consumer Defensive | 0.04% | 328 | - | - | $326,829 |
| ISHARES CORE | IJR | Other | 0.04% | 2,613 | - | - | $324,821 |
| FIRST TRUST | FVD | Other | 0.04% | 6,719 | -1,150 | -14.61% | $316,012 |
| CHEVRON CORP | CVX | Energy | 0.03% | 1,481 | +141 | +10.52% | $306,339 |
| HOME DEPOT | HD | Consumer Cyclical | 0.03% | 931 | -64 | -6.43% | $306,197 |