Filed: 2/10/2025ACC: 0001104659-25-010787
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 507 equity positions with a total reported market value of $566.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
507
Positions
$566.92M
Total AUM (reported)
11.08M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$549.40M96.9%
COMMON STOCK$17.28M3.0%
OIL & GAS, REAL ESTATE AND REIT$233.2K0.0%
Portfolio Concentration
Top 3$125.23M22.1%
4–10$160.68M28.3%
11–25$162.96M28.7%
Rest$118.04M20.8%
Top 3 weight
22.1%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 11.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole507
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings507
Rows:
SPDR PORTFOLIO
SOLEShares755.47K
TypeSH
Market value$52.08M
9.19%
Sole
0.00
Shared
0.00
None
755.47K
SPDR PORTFOLIO
SOLEShares1.20M
TypeSH
Market value$41.07M
7.24%
Sole
0.00
Shared
0.00
None
1.20M
WISDOMTREE U S
SOLEShares412.38K
TypeSH
Market value$32.08M
5.66%
Sole
0.00
Shared
0.00
None
412.38K
GOLDMAN SACHS
SOLEShares270.17K
TypeSH
Market value$31.12M
5.49%
Sole
0.00
Shared
0.00
None
270.17K
NEW YORK LIFE
SOLEShares1.11M
TypeSH
Market value$26.67M
4.70%
Sole
0.00
Shared
0.00
None
1.11M
WISDOMTREE U S
SOLEShares479.16K
TypeSH
Market value$24.42M
4.31%
Sole
0.00
Shared
0.00
None
479.16K
ISHARES CORE
SOLEShares41.35K
TypeSH
Market value$24.34M
4.29%
Sole
0.00
Shared
0.00
None
41.35K
GOLDMAN SACHS
SOLEShares573.48K
TypeSH
Market value$19.12M
3.37%
Sole
0.00
Shared
0.00
None
573.48K
VANGUARD GROWTH
SOLEShares46.05K
TypeSH
Market value$18.90M
3.33%
Sole
0.00
Shared
0.00
None
46.05K
INVESCO LARGE
SOLEShares283.34K
TypeSH
Market value$16.12M
2.84%
Sole
0.00
Shared
0.00
None
283.34K
JP MORGAN
SOLEShares296.30K
TypeSH
Market value$15.48M
2.73%
Sole
0.00
Shared
0.00
None
296.30K
JP MORGAN
SOLEShares295.31K
TypeSH
Market value$14.81M
2.61%
Sole
0.00
Shared
0.00
None
295.31K
VANECK NATURAL
SOLEShares314.90K
TypeSH
Market value$14.36M
2.53%
Sole
0.00
Shared
0.00
None
314.90K
HARTFORD SCHRODERS
SOLEShares735.33K
TypeSH
Market value$14.24M
2.51%
Sole
0.00
Shared
0.00
None
735.33K
PGIM ULTRA
SOLEShares278.64K
TypeSH
Market value$13.81M
2.44%
Sole
0.00
Shared
0.00
None
278.64K
ISHARES MORNINGSTAR
SOLEShares170.50K
TypeSH
Market value$12.88M
2.27%
Sole
0.00
Shared
0.00
None
170.50K
SPDR PORTFOLIO
SOLEShares166.18K
TypeSH
Market value$11.87M
2.09%
Sole
0.00
Shared
0.00
None
166.18K
AVANTIS INTL
SOLEShares191.97K
TypeSH
Market value$11.78M
2.08%
Sole
0.00
Shared
0.00
None
191.97K
SPDR PORTFOLIO
SOLEShares182.90K
TypeSH
Market value$10.00M
1.76%
Sole
0.00
Shared
0.00
None
182.90K
SPDR MSCI
SOLEShares333.07K
TypeSH
Market value$9.31M
1.64%
Sole
0.00
Shared
0.00
None
333.07K
WISDOMTREE TRUST
SOLEShares96.81K
TypeSH
Market value$7.83M
1.38%
Sole
0.00
Shared
0.00
None
96.81K
VANGUARD DIVIDEND
SOLEShares35.64K
TypeSH
Market value$6.98M
1.23%
Sole
0.00
Shared
0.00
None
35.64K
SPDR PORTFOLIO
SOLEShares75.07K
TypeSH
Market value$6.60M
1.16%
Sole
0.00
Shared
0.00
None
75.07K
FLEXSHARES MORNINGSTAR
SOLEShares180.55K
TypeSH
Market value$6.56M
1.16%
Sole
0.00
Shared
0.00
None
180.55K
INVESCO EXCHANGE
SOLEShares96.27K
TypeSH
Market value$6.45M
1.14%
Sole
0.00
Shared
0.00
None
96.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 755.47K | SH | $52.08M 9.19% | 0.00 | 0.00 | 755.47K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 1.20M | SH | $41.07M 7.24% | 0.00 | 0.00 | 1.20M |
WISDOMTREE U SSOLE | MF Closed and MF Open | 412.38K | SH | $32.08M 5.66% | 0.00 | 0.00 | 412.38K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 270.17K | SH | $31.12M 5.49% | 0.00 | 0.00 | 270.17K |
NEW YORK LIFESOLE | MF Closed and MF Open | 1.11M | SH | $26.67M 4.70% | 0.00 | 0.00 | 1.11M |
WISDOMTREE U SSOLE | MF Closed and MF Open | 479.16K | SH | $24.42M 4.31% | 0.00 | 0.00 | 479.16K |
ISHARES CORESOLE | MF Closed and MF Open | 41.35K | SH | $24.34M 4.29% | 0.00 | 0.00 | 41.35K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 573.48K | SH | $19.12M 3.37% | 0.00 | 0.00 | 573.48K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 46.05K | SH | $18.90M 3.33% | 0.00 | 0.00 | 46.05K |
INVESCO LARGESOLE | MF Closed and MF Open | 283.34K | SH | $16.12M 2.84% | 0.00 | 0.00 | 283.34K |
JP MORGANSOLE | MF Closed and MF Open | 296.30K | SH | $15.48M 2.73% | 0.00 | 0.00 | 296.30K |
JP MORGANSOLE | MF Closed and MF Open | 295.31K | SH | $14.81M 2.61% | 0.00 | 0.00 | 295.31K |
VANECK NATURALSOLE | MF Closed and MF Open | 314.90K | SH | $14.36M 2.53% | 0.00 | 0.00 | 314.90K |
HARTFORD SCHRODERSSOLE | MF Closed and MF Open | 735.33K | SH | $14.24M 2.51% | 0.00 | 0.00 | 735.33K |
PGIM ULTRASOLE | MF Closed and MF Open | 278.64K | SH | $13.81M 2.44% | 0.00 | 0.00 | 278.64K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 170.50K | SH | $12.88M 2.27% | 0.00 | 0.00 | 170.50K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 166.18K | SH | $11.87M 2.09% | 0.00 | 0.00 | 166.18K |
AVANTIS INTLSOLE | MF Closed and MF Open | 191.97K | SH | $11.78M 2.08% | 0.00 | 0.00 | 191.97K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 182.90K | SH | $10.00M 1.76% | 0.00 | 0.00 | 182.90K |
SPDR MSCISOLE | MF Closed and MF Open | 333.07K | SH | $9.31M 1.64% | 0.00 | 0.00 | 333.07K |
WISDOMTREE TRUSTSOLE | MF Closed and MF Open | 96.81K | SH | $7.83M 1.38% | 0.00 | 0.00 | 96.81K |
VANGUARD DIVIDENDSOLE | MF Closed and MF Open | 35.64K | SH | $6.98M 1.23% | 0.00 | 0.00 | 35.64K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 75.07K | SH | $6.60M 1.16% | 0.00 | 0.00 | 75.07K |
FLEXSHARES MORNINGSTARSOLE | MF Closed and MF Open | 180.55K | SH | $6.56M 1.16% | 0.00 | 0.00 | 180.55K |
INVESCO EXCHANGESOLE | MF Closed and MF Open | 96.27K | SH | $6.45M 1.14% | 0.00 | 0.00 | 96.27K |
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