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CIK: 0001827261
Total reported value
$1.0B
$1.0B
497 檔
25.4%
According to the latest 13F quarterly dataset, IAG Wealth Partners, LLC managed an equity portfolio of $1.0B at the end of Q4 2025, spanning 497 distinct U.S. exchange-listed positions.
In Q4 2025, IAG Wealth Partners, LLC displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 497 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.55% | +0.06% | -0.27% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.52% | -0.76% | +1.78% | |
| 3 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 5.18% | -0.39% | +9.86% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.03% | -0.04% | -3.55% | |
| 5 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 4.47% | +0.31% | -1.55% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.98% | -0.14% | -0.85% | |
| 7 | DIVB | Ishares Core Dividend ETF | ETF-Other | 3.24% | -0.04% | +1.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | -0.04% | -6.23% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.99% | +0.05% | -1.60% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.95% | -0.31% | +1.62% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.73% | +0.17% | -0.93% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.56% | -0.19% | +4.93% | |
| 13 | CTA | Simplify Managed Futures St | ETF-Other | 2.56% | -0.57% | +4.59% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.49% | -0.03% | +2.18% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.35% | -0.30% | +3.76% | |
| 16 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.28% | -0.45% | -3.45% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.07% | +0.17% | +6.22% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 2.01% | +0.19% | +4.29% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.94% | +0.13% | +2.12% | |
| 20 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.84% | -0.27% | +5.48% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.72% | -0.08% | -3.64% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.52% | -0.03% | +5.91% | |
| 23 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.48% | +0.02% | +2.61% | |
| 24 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 1.36% | -0.03% | +7380.73% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.11% | -3.17% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.29% | -0.03% | +8.60% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.19% | — | -0.24% | |
| 28 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.13% | — | -5.25% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.88% | -0.09% | +15.34% | |
| 30 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.83% | -0.18% | +5.20% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.82% | -0.04% | +1.56% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | -0.02% | -6.91% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.71% | +0.05% | +4.40% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.03% | -2.83% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.06% | +3.00% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.59% | — | -2.87% | |
| 37 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.55% | +0.05% | -4.07% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | -13.17% | |
| 39 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | -0.02% | +8.87% | |
| 40 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.52% | -0.06% | -4.41% | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.50% | -0.01% | +2.59% | |
| 42 | GNR | State Street Spdr S&p Global | ETF-Other | 0.49% | -0.12% | +1.94% | |
| 43 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.49% | +0.03% | +4.55% | |
| 44 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.46% | — | +3.25% | |
| 45 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.41% | +0.12% | +8.35% | |
| 46 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.40% | -0.04% | +9.94% | |
| 47 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.39% | -0.12% | +8.48% | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.37% | +0.01% | +2.83% | |
| 49 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.34% | +0.01% | -0.65% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.34% | -0.02% | +4.20% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 497 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 SPYM, JBND, MMIT) accounted for 25.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SPYM
前期市值: $63.8M
During Q4 2025, IAG Wealth Partners, LLC's top holdings by market value included SPYM (7.5%)、JBND (7.5%)、MMIT (5.2%). The largest single position, SPYM, represented 7.5% of total portfolio value.
In Q4 2025, IAG Wealth Partners, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 18 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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