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 $1.01B across 508 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($73.7M, 7.29%), JBND ($59.6M, 5.90%), AVIV ($52.1M, 5.16%), MMIT ($47.9M, 4.74%), GSLC ($45.6M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | $73.7M | 7.29% | 838,486 | Trimmed |
| 2 | JBND | JPMORGAN ACTIVE | $59.6M | 5.90% | 1.1M | Added |
| 3 | AVIV | AVANTIS INTL | $52.1M | 5.16% | 673,117 | Added |
| 4 | MMIT | NYLI MACKAY | $47.9M | 4.74% | 2.0M | Added |
| 5 | GSLC | GOLDMAN SACHS | $45.6M | 4.51% | 321,376 | Trimmed |
| 6 | DLN | WISDOMTREE U S | $38.8M | 3.84% | 402,998 | Added |
| 7 | GSIE | GOLDMAN SACHS | $32.0M | 3.17% | 701,237 | Added |
| 8 | DIVB | ISHARES CORE | $31.3M | 3.10% | 508,870 | Trimmed |
| 9 | IVV | ISHARES CORE | $27.8M | 2.75% | 37,139 | Trimmed |
| 10 | FELG | FIDELITY ENHANCED | $27.6M | 2.74% | 631,926 | Added |
| 11 | VUG | VANGUARD GROWTH | $26.8M | 2.65% | 310,621 | Added |
| 12 | DON | WISDOMTREE U S | $26.6M | 2.63% | 470,081 | Trimmed |
| 13 | AVDE | AVANTIS INTL | $26.4M | 2.61% | 296,039 | Added |
| 14 | PWV | INVESCO LARGE | $25.0M | 2.48% | 330,061 | Added |
| 15 | SPDW | STATE STREET | $22.6M | 2.24% | 449,070 | Added |
| 16 | IMCG | ISHARES MORNINGSTAR | $22.1M | 2.19% | 225,135 | Trimmed |
| 17 | CTA | SIMPLIFY MANAGED | $21.3M | 2.11% | 821,040 | Added |
| 18 | PULS | PGIM ULTRA | $21.3M | 2.11% | 429,859 | Added |
| 19 | JMUB | JPMORGAN | $20.3M | 2.01% | 400,095 | Trimmed |
| 20 | HAP | VANECK NATURAL | $16.2M | 1.60% | 236,196 | Trimmed |
| 21 | PSH | PGIM SHORT | $16.1M | 1.59% | 321,813 | Added |
| 22 | DBMF | IMGP DBI | $15.7M | 1.55% | 511,925 | Trimmed |
| 23 | SPMD | STATE STREET | $15.1M | 1.49% | 222,817 | Trimmed |
| 24 | RECS | COLUMBIA RESEARCH | $15.0M | 1.49% | 347,443 | Added |
| 25 | SPTM | STATE STREET | $15.0M | 1.48% | 164,702 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30