Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IAG Wealth Partners, LLC (CIK 1827261) reported $895.9M across 505 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($64.8M, 7.23%), JBND ($59.7M, 6.66%), MMIT ($45.9M, 5.13%), AVIV ($43.4M, 4.85%), GSLC ($40.7M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | STATE STREET | $64.8M | 7.23% | 846,198 | Added |
| 2 | JBND | JPMORGAN ACTIVE | $59.7M | 6.66% | 1.1M | Trimmed |
| 3 | MMIT | NYLI MACKAY | $45.9M | 5.13% | 1.9M | Added |
| 4 | AVIV | AVANTIS INTL | $43.4M | 4.85% | 580,522 | Added |
| 5 | GSLC | GOLDMAN SACHS | $40.7M | 4.55% | 325,461 | Trimmed |
| 6 | DLN | WISDOMTREE U S | $35.7M | 3.98% | 399,184 | Added |
| 7 | DIVB | ISHARES CORE | $28.2M | 3.14% | 522,211 | Trimmed |
| 8 | GSIE | GOLDMAN SACHS | $27.9M | 3.12% | 647,826 | Added |
| 9 | DON | WISDOMTREE U S | $26.3M | 2.94% | 500,699 | Added |
| 10 | IVV | ISHARES CORE | $25.0M | 2.79% | 38,259 | Trimmed |
| 11 | CTA | SIMPLIFY MANAGED | $24.0M | 2.68% | 794,860 | Trimmed |
| 12 | PWV | INVESCO LARGE | $22.5M | 2.51% | 322,918 | Trimmed |
| 13 | VUG | VANGUARD GROWTH | $22.2M | 2.48% | 50,853 | Added |
| 14 | AVDE | AVANTIS INTL | $21.7M | 2.42% | 255,742 | Added |
| 15 | JMUB | JPMORGAN | $20.7M | 2.31% | 413,210 | Added |
| 16 | PULS | PGIM ULTRA | $20.6M | 2.30% | 416,005 | Trimmed |
| 17 | FELG | FIDELITY ENHANCED | $20.3M | 2.26% | 540,723 | Added |
| 18 | SPDW | STATE STREET | $18.9M | 2.11% | 414,844 | Added |
| 19 | HAP | VANECK NATURAL | $18.3M | 2.05% | 253,095 | Trimmed |
| 20 | IMCG | ISHARES MORNINGSTAR | $18.1M | 2.02% | 229,955 | Added |
| 21 | DBMF | IMGP DBI | $16.3M | 1.82% | 541,170 | Trimmed |
| 22 | SPTM | STATE STREET | $14.0M | 1.56% | 176,720 | Trimmed |
| 23 | SPMD | STATE STREET | $13.6M | 1.52% | 229,671 | Added |
| 24 | RECS | COLUMBIA RESEARCH | $13.2M | 1.47% | 337,988 | Added |
| 25 | DGRW | WISDOMTREE US | $11.2M | 1.25% | 127,643 | Added |
Source: SEC Form 13F filings · as of 2026-03-31