Q2 2026 13F · SEC CIK 1827261

IAG Wealth Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 508
Top holdings a year, 3 yrs: +14.7%
Assets under management: $1.9B

IAG Wealth Partners, LLC is a wealth manager that reported 508 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPLG, 7.3%), J P Morgan Exchange Traded F (JBND, 5.9%), American Centy ETF Tr (AVIV, 5.2%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

IAG Wealth Partners, LLC holdings largest 50 of 508 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

IAG Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	7.3%	7.2%	838,486	-0.9%	$73.7M
JBNDJ P Morgan Exchange Traded F	5.9%	6.7%	1,114,649	+0.5%	$59.6M
AVIVAmerican Centy ETF Tr	5.2%	4.8%	673,117	+16.0%	$52.1M
MMITNylim Active ETF Tr	4.7%	5.1%	1,967,096	+3.3%	$47.9M
GSLCGoldman Sachs ETF Tr	4.5%	4.5%	321,376	-1.3%	$45.6M
DLNWisdomtree Tr	3.8%	4.0%	402,998	+1.0%	$38.8M
GSIEGoldman Sachs ETF Tr	3.2%	3.1%	701,237	+8.2%	$32.0M
DIVBIshares Tr	3.1%	3.1%	508,870	-2.6%	$31.3M
IVVIshares Tr	2.8%	2.8%	37,139	-2.9%	$27.8M
FELGFidelity Covington Trust	2.7%	2.3%	631,926	+16.9%	$27.6M
VUGVanguard Index Fds	2.6%	2.5%	310,621	+510.8%	$26.8M
DONWisdomtree Tr	2.6%	2.9%	470,081	-6.1%	$26.6M
AVDEAvantis International Equity ETF	2.6%	2.4%	296,039	+15.8%	$26.4M
PWVInvesco Exchange Traded Fd T	2.5%	2.5%	330,061	+2.2%	$25.0M
SPDWSpdr Index Shs Fds	2.2%	2.1%	449,070	+8.3%	$22.6M
IMCGIshares Tr	2.2%	2.0%	225,135	-2.1%	$22.1M
PULSPgim ETF Tr	2.1%	2.3%	429,859	+3.3%	$21.3M
CTASimplify Exchange Traded Fun	2.1%	2.7%	821,040	+3.3%	$21.3M
JMUBJ P Morgan Exchange Traded F	2.0%	2.3%	400,095	-3.2%	$20.3M
HAPVaneck ETF Trust	1.6%	2.0%	236,196	-6.7%	$16.2M
PSHPgim ETF Tr	1.6%	—	321,813	—	$16.1M
DBMFIm Global Partner Funds	1.6%	1.8%	511,925	-5.4%	$15.7M
SPMDSpdr Series Trust	1.5%	1.5%	222,817	-3.0%	$15.1M
RECSColumbia ETF Tr I	1.5%	1.5%	347,443	+2.8%	$15.0M
SPTMSpdr Series Trust	1.5%	1.6%	164,702	-6.8%	$15.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.3%	1.2%	111,976	+1.5%	$13.3M
DGRWWisdomtree Tr	1.2%	1.3%	128,898	+1.0%	$12.3M
IWYIshares Tr	1.2%	1.2%	40,968	-3.3%	$11.9M
CWISpdr Index Shs Fds	1.1%	1.1%	282,870	+1.0%	$11.5M
SFLOVictory Portfolios II	1.1%	1.1%	331,922	-3.2%	$11.4M
BRIEMfs Active Exchange Traded F	1.0%	—	329,667	—	$10.0M
GUNRNorthern Trust Global Natural	0.8%	1.0%	167,566	+2.9%	$8.3M
SPSMSpdr Series Trust	0.8%	0.7%	137,417	+1.6%	$7.9M
SPABSpdr Series Trust	0.8%	0.9%	306,270	+1.7%	$7.8M
MDYVSpdr Series Trust	0.7%	0.8%	77,644	-4.0%	$7.4M
VIGVanguard Specialized Funds	0.7%	0.7%	29,583	+0.1%	$7.0M
AVEMAmerican Centy ETF Tr	0.7%	0.6%	71,443	+3.3%	$6.9M
FESMFidelity Covington Trust	0.6%	0.5%	132,532	+9.2%	$6.4M
BBSCJpmorgan	0.6%	0.6%	68,553	+1.6%	$6.3M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.6%	0.6%	100,915	-1.0%	$6.1M
DFAEDimensional ETF Trust	0.6%	0.6%	146,328	-4.8%	$5.9M
PYLDPimco ETF Tr	0.5%	0.5%	198,523	+8.5%	$5.3M
SPHQInvesco Exchange Traded Fd T	0.5%	0.5%	57,066	-3.0%	$5.1M
ISCGIshares Tr	0.5%	0.5%	77,865	-0.3%	$5.1M
FMDEFidelity Covington Trust	0.5%	0.5%	121,125	-1.4%	$4.9M
MDYGSpdr Ser Tr	0.5%	0.5%	42,722	-4.4%	$4.8M
GNRSpdr Index Shs Fds	0.5%	0.6%	71,001	+0.7%	$4.8M
RODMLattice Strategies Tr	0.5%	0.5%	115,710	-2.6%	$4.7M
DFISDimensional ETF Trust	0.4%	0.4%	112,576	+11.2%	$3.9M
FLQMFranklin Templeton ETF Tr	0.4%	0.4%	63,055	-2.3%	$3.6M

What IAG Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	508
Q1 2026	$895.9M	509
Q4 2025	$863.6M	496
Q3 2025	$832.5M	516
Q2 2025	$755.7M	492
Q1 2025	$643.4M	498
Q4 2024	$566.9M	507
Q3 2024	$541.0M	489
Q2 2024	$497.6M	499
Q1 2024	$465.6M	446
Q4 2023	$438.3M	424
Q3 2023	$358.7M	448

Questions about IAG Wealth Partners, LLC's portfolio

What stocks does IAG Wealth Partners, LLC own?

IAG Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 508 positions worth $1.0B. The largest are Spdr Series Trust (SPLG) at 7.3%, J P Morgan Exchange Traded F (JBND) at 5.9%, American Centy ETF Tr (AVIV) at 5.2%, Nylim Active ETF Tr (MMIT) at 4.7% and Goldman Sachs ETF Tr (GSLC) at 4.5%.

What did IAG Wealth Partners, LLC buy last quarter?

In Q2 2026, IAG Wealth Partners, LLC added Vanguard Index Fds (VUG) (+510.8% shares), Fidelity Covington Trust (FELG) (+16.9% shares) and American Centy ETF Tr (AVIV) (+16.0% shares), compared with its Q1 2026 filing.

What did IAG Wealth Partners, LLC sell last quarter?

In Q2 2026, IAG Wealth Partners, LLC cut from its top 50 Neuberger Commodity (NBCM), cut from its top 50 Victory Portfolios II (CSB), Spdr Series Trust (SPTM) (-6.8% shares), Vaneck ETF Trust (HAP) (-6.7% shares) and Wisdomtree Tr (DON) (-6.1% shares), compared with its Q1 2026 filing.

How has IAG Wealth Partners, LLC's portfolio performed?

A portfolio copying IAG Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is IAG Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. IAG Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does IAG Wealth Partners, LLC manage?

IAG Wealth Partners, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.