IAG Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| WISDOMTREE US | $11.13M | 1.3% |
| ISHARES RUSSELL | $10.28M | 1.2% |
| SPDR MSCI | $9.78M | 1.1% |
| STATE STREET | $7.57M | 0.9% |
| FLEXSHARES MORNINGSTAR | $7.21M | 0.8% |
| STATE STREET | $7.06M | 0.8% |
| VANGUARD DIVIDEND | $6.65M | 0.8% |
| STATE STREET | $6.14M | 0.7% |
| STATE STREET | $5.94M | 0.7% |
| AVANTIS EMERGING | $5.21M | 0.6% |
| DIMENSIONAL EMERGING | $5.12M | 0.6% |
| JPMORGAN | $4.79M | 0.6% |
| INVESCO S&P | $4.75M | 0.5% |
| PIMCO ENHANCED | $4.50M | 0.5% |
| HARTFORD MULTIFACTOR | $4.45M | 0.5% |
| STATE STREET | $4.34M | 0.5% |
| SPDR S&P | $4.26M | 0.5% |
| ISHARES MORNINGSTAR | $4.23M | 0.5% |
| FIDELITY ENHANCED | $3.95M | 0.5% |
| FIDELITY COVINGTON | $3.57M | 0.4% |
| FRANKLIN US | $3.48M | 0.4% |
| NEUBERGER COMMODITY | $3.38M | 0.4% |
| DIMENSIONAL INTL | $3.16M | 0.4% |
| JOHN HANCOCK | $2.92M | 0.3% |
| VICTORYSHARES US | $2.92M | 0.3% |