Holders — by stockHoldings — by fund
IAG Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1827261
$1.01B
disclosed book value
508
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 100 of 508 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSTATE STREET | 838,486 | $73.7M | 7.3% |
| 2 | JBNDJPMORGAN ACTIVE | 1.1M | $59.6M | 5.9% |
| 3 | AVIVAVANTIS INTL | 673,117 | $52.1M | 5.2% |
| 4 | MMITNYLI MACKAY | 2.0M | $47.9M | 4.7% |
| 5 | GSLCGOLDMAN SACHS | 321,376 | $45.6M | 4.5% |
| 6 | DLNWISDOMTREE U S | 402,998 | $38.8M | 3.8% |
| 7 | GSIEGOLDMAN SACHS | 701,237 | $32.0M | 3.2% |
| 8 | DIVBISHARES CORE | 508,870 | $31.3M | 3.1% |
| 9 | IVVISHARES CORE | 37,139 | $27.8M | 2.8% |
| 10 | FELGFIDELITY ENHANCED | 631,926 | $27.6M | 2.7% |
| 11 | VUGVANGUARD GROWTH | 310,621 | $26.8M | 2.6% |
| 12 | DONWISDOMTREE U S | 470,081 | $26.6M | 2.6% |
| 13 | AVDEAVANTIS INTL | 296,039 | $26.4M | 2.6% |
| 14 | PWVINVESCO LARGE | 330,061 | $25.0M | 2.5% |
| 15 | SPDWSTATE STREET | 449,070 | $22.6M | 2.2% |
| 16 | IMCGISHARES MORNINGSTAR | 225,135 | $22.1M | 2.2% |
| 17 | PULSPGIM ULTRA | 429,859 | $21.3M | 2.1% |
| 18 | CTASIMPLIFY MANAGED | 821,040 | $21.3M | 2.1% |
| 19 | JMUBJPMORGAN | 400,095 | $20.3M | 2% |
| 20 | VANECK NATURAL | 236,196 | $16.2M | 1.6% |
| 21 | PGIM SHORT | 321,813 | $16.1M | 1.6% |
| 22 | DBMFIMGP DBI | 511,925 | $15.7M | 1.6% |
| 23 | SPMDSTATE STREET | 222,817 | $15.1M | 1.5% |
| 24 | RECSCOLUMBIA RESEARCH | 347,443 | $15.0M | 1.5% |
| 25 | SPTMSTATE STREET | 164,702 | $15.0M | 1.5% |
| 26 | SPYGSTATE STREET | 111,976 | $13.3M | 1.3% |
| 27 | DGRWWISDOMTREE US | 128,898 | $12.3M | 1.2% |
| 28 | IWYISHARES RUSSELL | 40,968 | $11.9M | 1.2% |
| 29 | CWISTATE STREET | 282,870 | $11.5M | 1.1% |
| 30 | VICTORYSHARES SMALL | 331,922 | $11.4M | 1.1% |
| 31 | MFS BLENDED | 329,667 | $10.0M | 1% |
| 32 | GUNRFLEXSHARES MORNINGSTAR | 167,566 | $8.3M | 0.8% |
| 33 | SPSMSTATE STREET | 137,417 | $7.9M | 0.8% |
| 34 | SPABSTATE STREET | 306,270 | $7.8M | 0.8% |
| 35 | MDYVSTATE STREET | 77,644 | $7.4M | 0.7% |
| 36 | VIGVANGUARD DIVIDEND | 29,583 | $7.0M | 0.7% |
| 37 | AVEMAVANTIS EMERGING | 71,443 | $6.9M | 0.7% |
| 38 | FESMFIDELITY ENHANCED | 132,532 | $6.4M | 0.6% |
| 39 | BBSCJPMORGAN | 68,553 | $6.3M | 0.6% |
| 40 | SPYVSTATE STREET | 100,915 | $6.1M | 0.6% |
| 41 | DFAEDIMENSIONAL EMERGING | 146,328 | $5.9M | 0.6% |
| 42 | PYLDPIMCO ENHANCED | 198,523 | $5.3M | 0.5% |
| 43 | SPHQINVESCO S&P | 57,066 | $5.1M | 0.5% |
| 44 | ISHARES MORNINGSTAR | 77,865 | $5.1M | 0.5% |
| 45 | FMDEFIDELITY ENHANCED | 121,125 | $4.9M | 0.5% |
| 46 | MDYGSTATE STREET | 42,722 | $4.8M | 0.5% |
| 47 | GNRSTATE STREET | 71,001 | $4.8M | 0.5% |
| 48 | RODMHARTFORD MULTIFACTOR | 115,710 | $4.7M | 0.5% |
| 49 | DFISDIMENSIONAL INTL | 112,576 | $3.9M | 0.4% |
| 50 | FLQMFRANKLIN US | 63,055 | $3.6M | 0.4% |
| 51 | JHMMJOHN HANCOCK | 46,094 | $3.5M | 0.3% |
| 52 | VICTORYSHARES US | 51,901 | $3.4M | 0.3% |
| 53 | NEUBERGER COMMODITY | 100,281 | $2.7M | 0.3% |
| 54 | JSMDJANUS DETROIT | 25,726 | $2.6M | 0.3% |
| 55 | BBUSJPMORGAN BETABUILDERS | 19,224 | $2.6M | 0.3% |
| 56 | SPEMSTATE STREET | 47,579 | $2.5M | 0.2% |
| 57 | BRK/BBERKSHIRE HATHAWAY | 4,812 | $2.4M | 0.2% |
| 58 | AVDVAVANTIS INTL | 22,529 | $2.3M | 0.2% |
| 59 | JMSTJPMORGAN | 39,631 | $2.0M | 0.2% |
| 60 | HELOJPMORGAN HEDGED | 28,559 | $1.9M | 0.2% |
| 61 | STATE STREET | 11,606 | $1.8M | 0.2% |
| 62 | SPGMSTATE STREET | 21,200 | $1.8M | 0.2% |
| 63 | JNJJOHNSON & JOHNSON | 6,814 | $1.7M | 0.2% |
| 64 | CGGECAPITAL GROUP | 48,401 | $1.7M | 0.2% |
| 65 | PRINCIPAL ACTIVE | 87,776 | $1.7M | 0.2% |
| 66 | VNLAJANUS HENDERSON | 34,251 | $1.7M | 0.2% |
| 67 | HARTFORD SCHRODERS | 86,184 | $1.7M | 0.2% |
| 68 | AAPLAPPLE INC | 5,689 | $1.6M | 0.2% |
| 69 | WECWEC ENERGY | 12,638 | $1.5M | 0.1% |
| 70 | VTIVANGUARD TOTAL | 3,968 | $1.5M | 0.1% |
| 71 | DESWISDOMTREE U S | 35,057 | $1.4M | 0.1% |
| 72 | VOOVANGUARD S&P | 2,028 | $1.4M | 0.1% |
| 73 | PBUSINVESCO MSCI | 15,833 | $1.2M | 0.1% |
| 74 | SCHMSCHWAB US | 32,013 | $1.2M | 0.1% |
| 75 | QQQINVESCO QQQ | 1,439 | $1.1M | 0.1% |
| 76 | BBMCJPMORGAN BETABUILDERS | 8,144 | $1.0M | 0.1% |
| 77 | GEMGOLDMAN SACHS | 16,994 | $883,688 | 0.1% |
| 78 | SLYVSTATE STREET | 7,875 | $859,241 | 0.1% |
| 79 | NVDANVIDIA CORP | 4,275 | $855,447 | 0.1% |
| 80 | VSSVANGUARD FTSE | 5,510 | $850,138 | 0.1% |
| 81 | MSFTMICROSOFT CORP | 2,236 | $833,910 | 0.1% |
| 82 | IWMISHARES RUSSELL | 2,692 | $808,812 | 0.1% |
| 83 | VWOVANGUARD FSTE | 13,313 | $794,651 | 0.1% |
| 84 | BABOEING COMPANY | 3,464 | $749,852 | 0.1% |
| 85 | LLYELI LILLY | 612 | $734,052 | 0.1% |
| 86 | JANUS DETROIT | 7,699 | $716,431 | 0.1% |
| 87 | IWFISHARES RUSSELL | 5,376 | $667,538 | 0.1% |
| 88 | ARTYISHARES FUTURE | 7,709 | $587,118 | 0.1% |
| 89 | NUVEEN ESG | 12,416 | $583,056 | 0.1% |
| 90 | JOHNSON CONTROLS | 3,598 | $525,704 | 0.1% |
| 91 | SPSBSTATE STREET | 15,830 | $475,056 | 0% |
| 92 | MTUMISHARES MSCI | 1,366 | $468,307 | 0% |
| 93 | AMZNAMAZON COM | 1,922 | $458,090 | 0% |
| 94 | VBVANGUARD SMALL | 1,477 | $447,710 | 0% |
| 95 | SLYGSTATE STREET | 3,701 | $440,900 | 0% |
| 96 | SPYSTATE STREET | 570 | $425,416 | 0% |
| 97 | IJHISHARES CORE | 5,445 | $419,863 | 0% |
| 98 | CATCATERPILLAR INC | 383 | $407,857 | 0% |
| 99 | IJRISHARES CORE | 2,657 | $394,058 | 0% |
| 100 | GOOGALPHABET INC | 1,077 | $380,536 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.