Filed: 4/16/2025ACC: 0001104659-25-035534
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 500 equity positions with a total reported market value of $643.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
500
Positions
$643.36M
Total AUM (reported)
12.65M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$624.39M97.1%
COMMON STOCK$18.75M2.9%
OIL & GAS, REAL ESTATE AND REIT$226.9K0.0%
Portfolio Concentration
Top 3$142.86M22.2%
4–10$177.32M27.6%
11–25$188.98M29.4%
Rest$134.20M20.9%
Top 3 weight
22.2%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 12.65M
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
12.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole500
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings500
Rows:
JPMORGAN ACTIVE
SOLEShares1.08M
TypeSH
Market value$57.81M
8.99%
Sole
0.00
Shared
0.00
None
1.08M
SPDR PORTFOLIO
SOLEShares791.71K
TypeSH
Market value$52.06M
8.09%
Sole
0.00
Shared
0.00
None
791.71K
WISDOMTREE U S
SOLEShares415.61K
TypeSH
Market value$32.99M
5.13%
Sole
0.00
Shared
0.00
None
415.61K
AVANTIS INTL
SOLEShares542.80K
TypeSH
Market value$30.77M
4.78%
Sole
0.00
Shared
0.00
None
542.80K
GOLDMAN SACHS
SOLEShares277.92K
TypeSH
Market value$30.59M
4.76%
Sole
0.00
Shared
0.00
None
277.92K
NYLI MACKAY
SOLEShares1.09M
TypeSH
Market value$26.07M
4.05%
Sole
0.00
Shared
0.00
None
1.09M
WISDOMTREE U S
SOLEShares484.97K
TypeSH
Market value$24.02M
3.73%
Sole
0.00
Shared
0.00
None
484.97K
ISHARES CORE
SOLEShares40.31K
TypeSH
Market value$22.65M
3.52%
Sole
0.00
Shared
0.00
None
40.31K
HARTFORD SCHRODERS
SOLEShares1.18M
TypeSH
Market value$22.55M
3.51%
Sole
0.00
Shared
0.00
None
1.18M
GOLDMAN SACHS
SOLEShares579.86K
TypeSH
Market value$20.67M
3.21%
Sole
0.00
Shared
0.00
None
579.86K
VANGUARD GROWTH
SOLEShares52.55K
TypeSH
Market value$19.49M
3.03%
Sole
0.00
Shared
0.00
None
52.55K
PGIM ULTRA
SOLEShares369.83K
TypeSH
Market value$18.39M
2.86%
Sole
0.00
Shared
0.00
None
369.83K
INVESCO LARGE
SOLEShares290.03K
TypeSH
Market value$17.26M
2.68%
Sole
0.00
Shared
0.00
None
290.03K
VANECK NATURAL
SOLEShares324.64K
TypeSH
Market value$16.17M
2.51%
Sole
0.00
Shared
0.00
None
324.64K
JPMORGAN
SOLEShares305.69K
TypeSH
Market value$15.28M
2.38%
Sole
0.00
Shared
0.00
None
305.69K
AVANTIS INTL
SOLEShares217.78K
TypeSH
Market value$14.43M
2.24%
Sole
0.00
Shared
0.00
None
217.78K
SPDR DEVELOPED
SOLEShares379.71K
TypeSH
Market value$13.83M
2.15%
Sole
0.00
Shared
0.00
None
379.71K
ISHARES MORNINGSTAR
SOLEShares184.47K
TypeSH
Market value$13.18M
2.05%
Sole
0.00
Shared
0.00
None
184.47K
SPDR PORTFOLIO
SOLEShares169.78K
TypeSH
Market value$11.55M
1.79%
Sole
0.00
Shared
0.00
None
169.78K
SPDR PORTFOLIO
SOLEShares196.67K
TypeSH
Market value$10.07M
1.56%
Sole
0.00
Shared
0.00
None
196.67K
SPDR MSCI
SOLEShares315.59K
TypeSH
Market value$9.34M
1.45%
Sole
0.00
Shared
0.00
None
315.59K
IMGP DBI
SOLEShares345.91K
TypeSH
Market value$8.74M
1.36%
Sole
0.00
Shared
0.00
None
345.91K
WISDOMTREE US
SOLEShares105.70K
TypeSH
Market value$8.44M
1.31%
Sole
0.00
Shared
0.00
None
105.70K
VANGUARD DIVIDEND
SOLEShares34.70K
TypeSH
Market value$6.73M
1.05%
Sole
0.00
Shared
0.00
None
34.70K
SPDR PORTFOLIO
SOLEShares75.82K
TypeSH
Market value$6.09M
0.95%
Sole
0.00
Shared
0.00
None
75.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN ACTIVESOLE | MF Closed and MF Open | 1.08M | SH | $57.81M 8.99% | 0.00 | 0.00 | 1.08M |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 791.71K | SH | $52.06M 8.09% | 0.00 | 0.00 | 791.71K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 415.61K | SH | $32.99M 5.13% | 0.00 | 0.00 | 415.61K |
AVANTIS INTLSOLE | MF Closed and MF Open | 542.80K | SH | $30.77M 4.78% | 0.00 | 0.00 | 542.80K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 277.92K | SH | $30.59M 4.76% | 0.00 | 0.00 | 277.92K |
NYLI MACKAYSOLE | MF Closed and MF Open | 1.09M | SH | $26.07M 4.05% | 0.00 | 0.00 | 1.09M |
WISDOMTREE U SSOLE | MF Closed and MF Open | 484.97K | SH | $24.02M 3.73% | 0.00 | 0.00 | 484.97K |
ISHARES CORESOLE | MF Closed and MF Open | 40.31K | SH | $22.65M 3.52% | 0.00 | 0.00 | 40.31K |
HARTFORD SCHRODERSSOLE | MF Closed and MF Open | 1.18M | SH | $22.55M 3.51% | 0.00 | 0.00 | 1.18M |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 579.86K | SH | $20.67M 3.21% | 0.00 | 0.00 | 579.86K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 52.55K | SH | $19.49M 3.03% | 0.00 | 0.00 | 52.55K |
PGIM ULTRASOLE | MF Closed and MF Open | 369.83K | SH | $18.39M 2.86% | 0.00 | 0.00 | 369.83K |
INVESCO LARGESOLE | MF Closed and MF Open | 290.03K | SH | $17.26M 2.68% | 0.00 | 0.00 | 290.03K |
VANECK NATURALSOLE | MF Closed and MF Open | 324.64K | SH | $16.17M 2.51% | 0.00 | 0.00 | 324.64K |
JPMORGANSOLE | MF Closed and MF Open | 305.69K | SH | $15.28M 2.38% | 0.00 | 0.00 | 305.69K |
AVANTIS INTLSOLE | MF Closed and MF Open | 217.78K | SH | $14.43M 2.24% | 0.00 | 0.00 | 217.78K |
SPDR DEVELOPEDSOLE | MF Closed and MF Open | 379.71K | SH | $13.83M 2.15% | 0.00 | 0.00 | 379.71K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 184.47K | SH | $13.18M 2.05% | 0.00 | 0.00 | 184.47K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 169.78K | SH | $11.55M 1.79% | 0.00 | 0.00 | 169.78K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 196.67K | SH | $10.07M 1.56% | 0.00 | 0.00 | 196.67K |
SPDR MSCISOLE | MF Closed and MF Open | 315.59K | SH | $9.34M 1.45% | 0.00 | 0.00 | 315.59K |
IMGP DBISOLE | MF Closed and MF Open | 345.91K | SH | $8.74M 1.36% | 0.00 | 0.00 | 345.91K |
WISDOMTREE USSOLE | MF Closed and MF Open | 105.70K | SH | $8.44M 1.31% | 0.00 | 0.00 | 105.70K |
VANGUARD DIVIDENDSOLE | MF Closed and MF Open | 34.70K | SH | $6.73M 1.05% | 0.00 | 0.00 | 34.70K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 75.82K | SH | $6.09M 0.95% | 0.00 | 0.00 | 75.82K |
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