Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSTATE STREET$64.8M7.23%846,198Added
2JBNDJPMORGAN ACTIVE$59.7M6.66%1.1MTrimmed
3MMITNYLI MACKAY$45.9M5.13%1.9MAdded
4AVIVAVANTIS INTL$43.4M4.85%580,522Added
5GSLCGOLDMAN SACHS$40.7M4.55%325,461Trimmed
6DLNWISDOMTREE U S$35.7M3.98%399,184Added
7DIVBISHARES CORE$28.2M3.14%522,211Trimmed
8GSIEGOLDMAN SACHS$27.9M3.12%647,826Added
9DONWISDOMTREE U S$26.3M2.94%500,699Added
10IVVISHARES CORE$25.0M2.79%38,259Trimmed
11CTASIMPLIFY MANAGED$24.0M2.68%794,860Trimmed
12PWVINVESCO LARGE$22.5M2.51%322,918Trimmed
13VUGVANGUARD GROWTH$22.2M2.48%50,853Added
14AVDEAVANTIS INTL$21.7M2.42%255,742Added
15JMUBJPMORGAN$20.7M2.31%413,210Added
16PULSPGIM ULTRA$20.6M2.30%416,005Trimmed
17FELGFIDELITY ENHANCED$20.3M2.26%540,723Added
18SPDWSTATE STREET$18.9M2.11%414,844Added
19HAPVANECK NATURAL$18.3M2.05%253,095Trimmed
20IMCGISHARES MORNINGSTAR$18.1M2.02%229,955Added
21DBMFIMGP DBI$16.3M1.82%541,170Trimmed
22SPTMSTATE STREET$14.0M1.56%176,720Trimmed
23SPMDSTATE STREET$13.6M1.52%229,671Added
24RECSCOLUMBIA RESEARCH$13.2M1.47%337,988Added
25DGRWWISDOMTREE US$11.2M1.25%127,643Added

Source: SEC Form 13F filings · as of 2026-03-31