IAG Wealth Partners, LLC

Institutional manager (13F) · CIK 1827261

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $823M

#	Issuer	Value	Shares
1	STATE STREET	$65M	846,198
2	JPMORGAN ACTIVE	$60M	1,109,543
3	NYLI MACKAY	$46M	1,905,068
4	AVANTIS INTL	$43M	580,522
5	GOLDMAN SACHS	$41M	325,461
6	WISDOMTREE U S	$36M	399,184
7	ISHARES CORE	$28M	522,211
8	GOLDMAN SACHS	$28M	647,826
9	WISDOMTREE U S	$26M	500,699
10	ISHARES CORE	$25M	38,259
11	SIMPLIFY MANAGED	$24M	794,860
12	INVESCO LARGE	$23M	322,918
13	VANGUARD GROWTH	$22M	50,853
14	AVANTIS INTL	$22M	255,742
15	JPMORGAN	$21M	413,210
16	PGIM ULTRA	$21M	416,005
17	FIDELITY ENHANCED	$20M	540,723
18	STATE STREET	$19M	414,844
19	VANECK NATURAL	$18M	253,095
20	ISHARES MORNINGSTAR	$18M	229,955
21	IMGP DBI	$16M	541,170
22	STATE STREET	$14M	176,720
23	STATE STREET	$14M	229,671
24	COLUMBIA RESEARCH	$13M	337,988
25	WISDOMTREE US	$11M	127,643
26	STATE STREET	$11M	110,326
27	ISHARES RUSSELL	$11M	42,383
28	VICTORYSHARES SMALL	$10M	342,785
29	STATE STREET	$10M	280,068
30	FLEXSHARES MORNINGSTAR	$9M	162,865
31	STATE STREET	$8M	301,042
32	STATE STREET	$7M	80,913
33	STATE STREET	$7M	135,291
34	VANGUARD DIVIDEND	$6M	29,563
35	STATE STREET	$6M	101,958
36	AVANTIS EMERGING	$6M	69,138
37	STATE STREET	$5M	70,534
38	DIMENSIONAL EMERGING	$5M	153,733
39	JPMORGAN	$5M	67,456
40	PIMCO ENHANCED	$5M	182,935
41	HARTFORD MULTIFACTOR	$5M	118,803
42	FIDELITY COVINGTON	$5M	121,321
43	INVESCO S&P	$4M	58,809
44	FIDELITY ENHANCED	$4M	122,857
45	STATE STREET	$4M	44,693
46	ISHARES MORNINGSTAR	$4M	78,077
47	FRANKLIN US	$4M	64,530
48	DIMENSIONAL INTL	$3M	101,229
49	NEUBERGER COMMODITY	$3M	121,157
50	VICTORYSHARES US	$3M	51,513

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.