Institutions / IAG Wealth Partners, LLC
IAG Wealth Partners, LLC
CIK 1827261 · Institution · as of Dec 31, 2025
Portfolio value
$863.62M
Positions
497
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 497 →
| Company | Value | % of portfolio |
|---|---|---|
| State Street | $65.16M | 7.5% |
| JPMorgan Active | $64.93M | 7.5% |
| Nyli Mackay | $44.72M | 5.2% |
| Goldman Sachs | $43.40M | 5.0% |
| Avantis Intl | $38.57M | 4.5% |
| WisdomTree Trust | $34.40M | 4.0% |
| iShares Core | $27.96M | 3.2% |
| iShares Core | $26.26M | 3.0% |
| Goldman Sachs | $25.79M | 3.0% |
| WisdomTree U S | $25.45M | 2.9% |
| Vanguard Growth | $23.59M | 2.7% |
| PGIM Ultra | $22.14M | 2.6% |
| Simplify Managed | $22.13M | 2.6% |
| Invesco Large | $21.54M | 2.5% |
| JPMorgan | $20.34M | 2.4% |
| VanEck Natural | $19.65M | 2.3% |
| iShares Morningstar | $17.87M | 2.1% |
| Avantis Intl | $17.38M | 2.0% |
| SPDR Developed | $16.72M | 1.9% |
| Imgp Dbi | $15.86M | 1.8% |
| State Street | $14.89M | 1.7% |
| State Street | $13.11M | 1.5% |
| Columbia Research | $12.78M | 1.5% |
| Victoryshares Small | $11.77M | 1.4% |
| State Street | $11.67M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.