13F Insight
DOSSIER · 13F-HR · Q1 2026

IAG Wealth Partners, LLC

$896M in tracked AUM across 509 positions as of Q1 2026.

IW
CIK 0001827261 · last filed Mar 31, 2026
Total AUM
$896M
as of Q1 2026
Holdings
509
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$896M▲ 3.7%
509 positionsView →2025Q4Dec 31
$864M▲ 3.7%
497 positionsView →2025Q3Sep 30
$833M▲ 10.2%
526 positionsView →2025Q2Jun 30
$756M▲ 17.5%
495 positionsLocked2025Q1Mar 31
$643M▲ 13.5%
500 positionsLocked2024Q4Dec 31
$567M▲ 4.8%
507 positionsLocked2024Q3Sep 30
$541M▲ 8.7%
490 positionsLocked2024Q2Jun 30
$498M▲ 6.9%
499 positionsLocked2024Q1Mar 31
$466M▲ 6.2%
452 positionsLocked2023Q4Dec 31
$438M▲ 22.2%
435 positionsLocked2023Q3Sep 30
$359M▼ 5.2%
448 positionsLocked2023Q2Jun 30
$378M▲ 5.0%
459 positionsLocked
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