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Iag Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Iag Wealth Partners, LLC

Investment Activity

  • Iag Wealth Partners, LLC has $1.01 billion in total holdings as of June 30, 2026.
  • Iag Wealth Partners, LLC owns shares of 508 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 7.91% of the portfolio was purchased this quarter.
  • About 1.71% of the portfolio was sold this quarter.
  • This quarter, Iag Wealth Partners, LLC has purchased 509 new stocks and bought additional shares in 89 stocks.
  • Iag Wealth Partners, LLC sold shares of 100 stocks and completely divested from 18 stocks this quarter.

Largest New Holdings this Quarter

G5960L103 - Medtronic
$30,431 Holding
92835W107 - Virtus Total Return Fund
$25,114 Holding
84615Q103 - SPACE EXPLORATION
$15,719 Holding
G2004J103 - CARNIVAL CORP
$11,999 Holding
314352105 - FEDEX FREIGHT
$11,476 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
259,768 shares (about $22.38M)
PGIM SHORT
319,532 shares (about $15.94M)
MFS BLENDED
324,442 shares (about $9.84M)
Avantis International Large Cap Value ETF
92,595 shares (about $7.17M)
FIDELITY ENHANCED
91,203 shares (about $3.99M)

Largest Sales this Quarter

WisdomTree U.S. MidCap Dividend Fund
30,618 shares (about $1.73M)
VanEck Natural Resources ETF
16,899 shares (about $1.16M)
iMGP DBi Managed Futures Strategy ETF
29,245 shares (about $895.19K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIag Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$73,686,169$677,731 â–¼-0.9%838,4867.3%ETF
JPMORGAN ACTIVE
$59,633,925$273,172 â–²0.5%1,114,6495.9%MF Closed and MF Open
AVIV
Avantis International Large Cap Value ETF
$52,112,731$7,168,707 â–²16.0%673,1175.2%ETF
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$47,898,826$1,510,383 â–²3.3%1,967,0964.7%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$45,600,084$579,621 â–¼-1.3%321,3764.5%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$38,816,785$367,365 â–²1.0%402,9983.8%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$32,046,573$2,440,886 â–²8.2%701,2373.2%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$31,346,350$821,804 â–¼-2.6%508,8703.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$27,812,805$838,750 â–¼-2.9%37,1392.8%ETF
FIDELITY ENHANCED
$27,646,822$3,990,140 â–²16.9%631,9262.7%MF Closed and MF Open
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$26,756,920$22,376,438 â–²510.8%310,6212.6%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$26,568,939$1,730,527 â–¼-6.1%470,0812.6%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$26,406,683$3,594,493 â–²15.8%296,0392.6%ETF
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$25,008,693$541,224 â–²2.2%330,0612.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$22,628,649$1,724,649 â–²8.3%449,0702.2%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$22,130,821$473,807 â–¼-2.1%225,1352.2%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$21,299,516$686,466 â–²3.3%429,8592.1%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$21,297,793$679,110 â–²3.3%821,0402.1%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$20,266,812$664,340 â–¼-3.2%400,0952.0%ETF
HAP
VanEck Natural Resources ETF
$16,205,382$1,159,439 â–¼-6.7%236,1961.6%ETF
PGIM SHORT
$16,052,054$15,938,278 â–²14,008.4%321,8131.6%MF Closed and MF Open
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$15,670,032$895,190 â–¼-5.4%511,9251.6%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$15,053,495$463,056 â–¼-3.0%222,8171.5%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$15,037,353$409,213 â–²2.8%347,4431.5%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$14,953,316$1,091,116 â–¼-6.8%164,7021.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$13,324,028$196,334 â–²1.5%111,9761.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$12,325,267$120,003 â–²1.0%128,8981.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$11,906,145$411,228 â–¼-3.3%40,9681.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$11,504,306$113,957 â–²1.0%282,8701.1%ETF
VICTORYSHARES SMALL
$11,351,711$371,514 â–¼-3.2%331,9221.1%MF Closed and MF Open
MFS BLENDED
$9,995,498$9,837,076 â–²6,209.4%329,6671.0%MF Closed and MF Open
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$8,257,646$231,665 â–²2.9%167,5660.8%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$7,924,852$122,607 â–²1.6%137,4170.8%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$7,816,010$133,419 â–²1.7%306,2700.8%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$7,364,501$310,063 â–¼-4.0%77,6440.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,999,989$4,732 â–²0.1%29,5830.7%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,893,562$222,410 â–²3.3%71,4430.7%ETF
FIDELITY ENHANCED
$6,399,956$541,378 â–²9.2%132,5320.6%MF Closed and MF Open
JPMorgan BetaBuilders U.S. Small Cap Equity ETF stock logo
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
$6,296,607$100,760 â–²1.6%68,5530.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,134,594$63,404 â–¼-1.0%100,9150.6%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$5,883,854$297,755 â–¼-4.8%146,3280.6%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$5,264,842$413,395 â–²8.5%198,5230.5%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$5,141,680$157,045 â–¼-3.0%57,0660.5%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$5,103,286$13,895 â–¼-0.3%77,8650.5%ETF
FIDELITY ENHANCED
$4,915,242$70,284 â–¼-1.4%121,1250.5%MF Closed and MF Open
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$4,788,666$220,927 â–¼-4.4%42,7220.5%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$4,779,105$31,434 â–²0.7%71,0010.5%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$4,675,848$124,988 â–¼-2.6%115,7100.5%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$3,943,534$397,485 â–²11.2%112,5760.4%ETF
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$3,649,957$85,381 â–¼-2.3%63,0550.4%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$3,455,208$139,501 â–²4.2%46,0940.3%ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF stock logo
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
$3,404,317$25,450 â–²0.8%51,9010.3%ETF
NBCM
Neuberger Berman Commodity Strategy ETF
$2,660,452$553,840 â–¼-17.2%100,2810.3%ETF
Small/Mid Cap Growth Alpha ETF stock logo
JSMD
Small/Mid Cap Growth Alpha ETF
$2,604,472$223,029 â–¼-7.9%25,7260.3%ETF
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$2,589,857$96,325 â–¼-3.6%19,2240.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,463,622$141,928 â–²6.1%47,5790.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,407,879$18,514 â–¼-0.8%4,8120.2%Finance
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,321,620$14,118 â–¼-0.6%22,5290.2%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$2,021,176$4,131 â–²0.2%39,6310.2%ETF
JPMORGAN HEDGED
$1,930,007$263,088 â–¼-12.0%28,5590.2%MF Closed and MF Open
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$1,826,352$61,057 â–¼-3.2%11,6060.2%ETF
SPDR Portfolio MSCI Global Stock Market ETF stock logo
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
$1,816,225$358,876 â–²24.6%21,2000.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,730,655$71,116 â–¼-3.9%6,8140.2%Healthcare
CAPITAL GROUP
$1,705,653$500,162 â–²41.5%48,4010.2%MF Closed and MF Open
YLD
Principal Active High Yield ETF
$1,674,767$1,660,094 â–²11,314.3%87,7760.2%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$1,673,673$1,011,260 â–²152.7%34,2510.2%ETF
HTAB
Hartford Schroders Tax-Aware Bond ETF
$1,653,189$529,963 â–¼-24.3%86,1840.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,646,025$50,055 â–¼-3.0%5,6890.2%Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$1,475,726$64,573 â–¼-4.2%12,6380.1%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,468,317$39,224 â–¼-2.6%3,9680.1%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,426,129$41,941 â–¼-2.9%35,0570.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,392,852$46,016 â–¼-3.2%2,0280.1%ETF
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$1,184,947$188,598 â–¼-13.7%15,8330.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,180,321$101,946 â–¼-8.0%32,0130.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,059,681$48,602 â–²4.8%1,4390.1%ETF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF stock logo
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
$1,035,514$28,482 â–¼-2.7%8,1440.1%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$883,688$1,352 â–¼-0.2%16,9940.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$859,241$50,845 â–¼-5.6%7,8750.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$855,447$40,021 â–¼-4.5%4,2750.1%Technology
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$850,1380.0%5,5100.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$833,910$10,815 â–¼-1.3%2,2360.1%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$808,812$37,556 â–²4.9%2,6920.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$794,651$22,622 â–¼-2.8%13,3130.1%ETF
The Boeing Company stock logo
BA
Boeing
$749,852$3,680 â–¼-0.5%3,4640.1%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$734,052$179,915 â–²32.5%6120.1%Healthcare
Small Cap Growth Alpha ETF stock logo
JSML
Small Cap Growth Alpha ETF
$716,431$1,861 â–¼-0.3%7,6990.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$667,538$500,654 â–²300.0%5,3760.1%ETF
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$587,118$91,468 â–²18.5%7,7090.1%ETF
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$583,056$199,862 â–¼-25.5%12,4160.1%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$525,704$64,873 â–²14.1%3,5980.1%Industrials
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$475,056$34,631 â–²7.9%15,8300.0%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$468,307$22,627 â–¼-4.6%1,3660.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$458,090$56,963 â–²14.2%1,9220.0%Consumer Discretionary
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$447,7100.0%1,4770.0%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$440,900$43,721 â–¼-9.0%3,7010.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$425,416$11,942 â–²2.9%5700.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$419,863$53,823 â–¼-11.4%5,4450.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$407,857$21,298 â–¼-5.0%3830.0%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$394,058$6,526 â–²1.7%2,6570.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$380,536$32,506 â–²9.3%1,0770.0%Communication Services

Showing largest 100 holdings. View all holdings.
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