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Filers›Asset Manager›IAG Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

IAG Wealth Partners, LLC

IAG Wealth's asset manager based in San Francisco, CA — $896M in tracked AUM across 509 positions as of Q1 2026.

IW
IAG Wealth·San Francisco, CA·Asset Manager
CIK 0001827261 · last filed Mar 31, 2026
Total AUM
$896M
▲ 10.0%
vs prior
Holdings
509
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

IAG Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
STATE STREET
$65M846K7.2%
02
JBND
JPMORGAN ACTIVE
$60M1.1M6.7%
03
MMIT
NYLI MACKAY
$46M1.9M5.1%
04
AVIV
AVANTIS INTL
$43M581K4.8%
05
GSLC
GOLDMAN SACHS
$41M325K4.5%
06
DLN
WISDOMTREE U S
$36M399K4.0%
07
DIVB
ISHARES CORE
$28M522K3.1%
08
GSIE
GOLDMAN SACHS
$28M648K3.1%
09
DON
WISDOMTREE U S
$26M501K2.9%
10
IVV
ISHARES CORE
$25M38K2.8%

Filing history

Filing history loading…
AI Agent · grounded in IAG
haiku-4-5 · 509 positions indexed
Sector mix
  • Tech51%
  • Financials13%
  • Cons. Disc.15%
  • Communications6%
  • Energy25%
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