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CIK: 0001827261
Total reported value
$1.0B
$1.0B
526 檔
24.7%
During the Q3 2025 filing period, IAG Wealth Partners, LLC (CIK: 0001827261) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 526 reported positions.
In Q3 2025, IAG Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.67% | -0.76% | +19.00% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.66% | +0.06% | -22.14% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.32% | -0.04% | -5.79% | |
| 4 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 4.88% | -0.39% | +67.48% | |
| 5 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 4.46% | +0.31% | +1.96% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 4.12% | -0.14% | -1.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | -0.04% | -6.32% | |
| 8 | DIVB | Ishares Core Dividend ETF | ETF-Other | 3.25% | -0.04% | +0.86% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.05% | -0.31% | +3.12% | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.01% | +0.05% | -2.68% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.81% | +0.17% | -0.36% | |
| 12 | CTA | Simplify Managed Futures St | ETF-Other | 2.61% | -0.57% | — | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.55% | -0.19% | +3.04% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.48% | -0.03% | +2.22% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.35% | -0.30% | +18.89% | |
| 16 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.32% | -0.45% | +0.49% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.09% | +0.17% | +7.86% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.92% | +0.19% | +2.68% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.90% | +0.13% | +1.71% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.81% | -0.08% | +2.18% | |
| 21 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.76% | -0.27% | +29.28% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.48% | +0.02% | +2.87% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.47% | -0.03% | +4.23% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | +0.11% | -3.16% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.22% | -0.03% | +4.70% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.22% | — | — | |
| 27 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.21% | — | -4.94% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | -0.02% | -6.04% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.82% | -0.04% | -1.12% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.79% | -0.09% | +11.77% | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.79% | -0.18% | +12.91% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.03% | -1.49% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.70% | +0.05% | +3.84% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.64% | +0.02% | -11.72% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.61% | — | -0.19% | |
| 36 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.60% | +0.05% | +0.55% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.59% | +0.06% | +4.67% | |
| 38 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.54% | -0.06% | -6.24% | |
| 39 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.50% | -0.01% | +2.77% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | -0.02% | +10.74% | |
| 41 | GNR | State Street Spdr S&p Global | ETF-Other | 0.48% | -0.12% | -0.30% | |
| 42 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.48% | +0.03% | +5.12% | |
| 43 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.46% | — | +9.10% | |
| 44 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.40% | -0.08% | -81.93% | |
| 45 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.39% | -0.12% | +10.51% | |
| 46 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.38% | +0.12% | +9.74% | |
| 47 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.38% | -0.04% | +20.74% | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.35% | +0.01% | +8.51% | |
| 49 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.35% | +0.01% | -7.71% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.34% | -0.02% | +8.71% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 526 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JBND, SPYM, GSLC) accounted for 24.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DIVB
市值: $27.0M
Top Position Liquidated / Trimmed
DLN
前期市值: $33.0M
During Q3 2025, IAG Wealth Partners, LLC's top holdings by market value included JBND (7.7%)、SPYM (7.7%)、GSLC (5.3%). The largest single position, JBND, represented 7.7% of total portfolio value.
In Q3 2025, IAG Wealth Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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