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CIK: 0001827261
Total reported value
$1.0B
$1.0B
509 檔
25.2%
As reported in its official Q1 2026 Form 13F filing, IAG Wealth Partners, LLC's tracked investment portfolio stood at $1.0B with 509 total positions.
In Q1 2026, IAG Wealth Partners, LLC displayed an active expansion posture, initiating 20 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 509 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 | 7.23% | +0.06% | +4.17% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.66% | -0.76% | -7.60% | |
| 3 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 5.13% | -0.39% | +3.64% | |
| 4 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 4.85% | +0.31% | +7.21% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.55% | -0.04% | -0.73% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.98% | -0.14% | +2.21% | |
| 7 | DIVB | Ishares Core Dividend ETF | ETF-Other | 3.14% | -0.04% | -0.72% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.12% | +0.05% | +7.88% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.94% | -0.31% | +1.52% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | -0.04% | -0.21% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 2.68% | -0.57% | -2.11% | |
| 12 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.51% | -0.03% | -0.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.48% | +0.17% | +5.17% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 2.42% | +0.19% | +21.12% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.31% | -0.30% | +2.60% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.30% | -0.19% | -6.83% | |
| 17 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 2.26% | +0.48% | +81457.01% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.11% | +0.13% | +10.17% | |
| 19 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.05% | -0.45% | -22.56% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.02% | +0.17% | +2.77% | |
| 21 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.82% | -0.27% | -4.27% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.56% | -0.08% | -2.11% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.52% | -0.03% | +1.45% | |
| 24 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.47% | +0.02% | +7.97% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.25% | -0.03% | +2.56% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.21% | +0.11% | +0.90% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.18% | — | +14.16% | |
| 28 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 1.15% | -0.03% | -14.09% | |
| 29 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.14% | — | +2.87% | |
| 30 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.00% | -0.18% | +3.56% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.86% | -0.09% | +2.37% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.77% | -0.04% | -2.99% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.73% | +0.05% | +3.22% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.02% | -2.33% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.03% | -2.56% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | +0.06% | +2.24% | |
| 37 | GNR | State Street Spdr S&p Global | ETF-Other | 0.59% | -0.12% | +3.00% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.58% | — | -2.25% | |
| 39 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.57% | +0.05% | +4.62% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.54% | -0.02% | +8.56% | |
| 41 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.52% | -0.06% | -1.32% | |
| 42 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.51% | +0.12% | +28.22% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -7.03% | |
| 44 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.49% | — | +13.04% | |
| 45 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.48% | -0.01% | -4.81% | |
| 46 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.48% | +0.03% | +2.49% | |
| 47 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.40% | -0.04% | +4.38% | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.38% | +0.01% | +5.56% | |
| 49 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.38% | -0.12% | -18.82% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.36% | -0.02% | +3.51% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 509 disclosed positions in Q1 2026.
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 25.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SMMU
市值: $348.6K
Top Position Liquidated / Trimmed
RWR
前期市值: $86.0K
During Q1 2026, IAG Wealth Partners, LLC's top holdings by market value included SPYM (7.2%)、JBND (6.7%)、MMIT (5.1%). The largest single position, SPYM, represented 7.2% of total portfolio value.
In Q1 2026, IAG Wealth Partners, LLC made 169 total portfolio adjustments, initiating 20 new buys, adding to 76 positions, trimming 65 holdings, and fully liquidating 8 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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