Filed: 8/13/2025ACC: 0001104659-25-077455
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $755.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
495
Positions
$755.68M
Total AUM (reported)
13.71M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$736.49M97.5%
COMMON STOCK$18.96M2.5%
OIL & GAS, REAL ESTATE AND REIT$232.2K0.0%
Portfolio Concentration
Top 3$172.96M22.9%
4–10$191.48M25.3%
11–25$225.32M29.8%
Rest$165.93M22.0%
Top 3 weight
22.9%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 13.71M
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
13.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole495
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings495
Rows:
SPDR PORTFOLIO
SOLEShares1.05M
TypeSH
Market value$76.04M
10.06%
Sole
0.00
Shared
0.00
None
1.05M
JPMORGAN ACTIVE
SOLEShares991.38K
TypeSH
Market value$53.13M
7.03%
Sole
0.00
Shared
0.00
None
991.38K
GOLDMAN SACHS
SOLEShares360.80K
TypeSH
Market value$43.79M
5.80%
Sole
0.00
Shared
0.00
None
360.80K
AVANTIS INTL
SOLEShares539.45K
TypeSH
Market value$33.57M
4.44%
Sole
0.00
Shared
0.00
None
539.45K
WISDOMTREE U S
SOLEShares398.15K
TypeSH
Market value$32.70M
4.33%
Sole
0.00
Shared
0.00
None
398.15K
ISHARES CORE
SOLEShares43.65K
TypeSH
Market value$27.10M
3.59%
Sole
0.00
Shared
0.00
None
43.65K
ISHARES CORE
SOLEShares512.96K
TypeSH
Market value$25.81M
3.42%
Sole
0.00
Shared
0.00
None
512.96K
GOLDMAN SACHS
SOLEShares627.07K
TypeSH
Market value$24.87M
3.29%
Sole
0.00
Shared
0.00
None
627.07K
NYLI MACKAY
SOLEShares999.09K
TypeSH
Market value$23.83M
3.15%
Sole
0.00
Shared
0.00
None
999.09K
WISDOMTREE U S
SOLEShares470.66K
TypeSH
Market value$23.59M
3.12%
Sole
0.00
Shared
0.00
None
470.66K
VANGUARD GROWTH
SOLEShares48.99K
TypeSH
Market value$21.48M
2.84%
Sole
0.00
Shared
0.00
None
48.99K
PGIM ULTRA
SOLEShares412.99K
TypeSH
Market value$20.55M
2.72%
Sole
0.00
Shared
0.00
None
412.99K
INVESCO LARGE
SOLEShares310.06K
TypeSH
Market value$19.27M
2.55%
Sole
0.00
Shared
0.00
None
310.06K
HARTFORD SCHRODERS
SOLEShares958.13K
TypeSH
Market value$17.93M
2.37%
Sole
0.00
Shared
0.00
None
958.13K
VANECK NATURAL
SOLEShares336.86K
TypeSH
Market value$17.50M
2.32%
Sole
0.00
Shared
0.00
None
336.86K
JPMORGAN
SOLEShares326.47K
TypeSH
Market value$16.21M
2.14%
Sole
0.00
Shared
0.00
None
326.47K
ISHARES MORNINGSTAR
SOLEShares195.30K
TypeSH
Market value$15.67M
2.07%
Sole
0.00
Shared
0.00
None
195.30K
SPDR DEVELOPED
SOLEShares362.55K
TypeSH
Market value$14.68M
1.94%
Sole
0.00
Shared
0.00
None
362.55K
AVANTIS INTL
SOLEShares197.17K
TypeSH
Market value$14.59M
1.93%
Sole
0.00
Shared
0.00
None
197.17K
SPDR PORTFOLIO
SOLEShares183.35K
TypeSH
Market value$13.73M
1.82%
Sole
0.00
Shared
0.00
None
183.35K
SPDR PORTFOLIO
SOLEShares205.09K
TypeSH
Market value$11.15M
1.48%
Sole
0.00
Shared
0.00
None
205.09K
SPDR PORTFOLIO
SOLEShares116.60K
TypeSH
Market value$11.11M
1.47%
Sole
0.00
Shared
0.00
None
116.60K
COLUMBIA RESEARCH
SOLEShares296.57K
TypeSH
Market value$10.91M
1.44%
Sole
0.00
Shared
0.00
None
296.57K
IMGP DBI
SOLEShares414.57K
TypeSH
Market value$10.67M
1.41%
Sole
0.00
Shared
0.00
None
414.57K
SPDR MSCI
SOLEShares302.27K
TypeSH
Market value$9.87M
1.31%
Sole
0.00
Shared
0.00
None
302.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 1.05M | SH | $76.04M 10.06% | 0.00 | 0.00 | 1.05M |
JPMORGAN ACTIVESOLE | MF Closed and MF Open | 991.38K | SH | $53.13M 7.03% | 0.00 | 0.00 | 991.38K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 360.80K | SH | $43.79M 5.80% | 0.00 | 0.00 | 360.80K |
AVANTIS INTLSOLE | MF Closed and MF Open | 539.45K | SH | $33.57M 4.44% | 0.00 | 0.00 | 539.45K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 398.15K | SH | $32.70M 4.33% | 0.00 | 0.00 | 398.15K |
ISHARES CORESOLE | MF Closed and MF Open | 43.65K | SH | $27.10M 3.59% | 0.00 | 0.00 | 43.65K |
ISHARES CORESOLE | MF Closed and MF Open | 512.96K | SH | $25.81M 3.42% | 0.00 | 0.00 | 512.96K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 627.07K | SH | $24.87M 3.29% | 0.00 | 0.00 | 627.07K |
NYLI MACKAYSOLE | MF Closed and MF Open | 999.09K | SH | $23.83M 3.15% | 0.00 | 0.00 | 999.09K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 470.66K | SH | $23.59M 3.12% | 0.00 | 0.00 | 470.66K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 48.99K | SH | $21.48M 2.84% | 0.00 | 0.00 | 48.99K |
PGIM ULTRASOLE | MF Closed and MF Open | 412.99K | SH | $20.55M 2.72% | 0.00 | 0.00 | 412.99K |
INVESCO LARGESOLE | MF Closed and MF Open | 310.06K | SH | $19.27M 2.55% | 0.00 | 0.00 | 310.06K |
HARTFORD SCHRODERSSOLE | MF Closed and MF Open | 958.13K | SH | $17.93M 2.37% | 0.00 | 0.00 | 958.13K |
VANECK NATURALSOLE | MF Closed and MF Open | 336.86K | SH | $17.50M 2.32% | 0.00 | 0.00 | 336.86K |
JPMORGANSOLE | MF Closed and MF Open | 326.47K | SH | $16.21M 2.14% | 0.00 | 0.00 | 326.47K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 195.30K | SH | $15.67M 2.07% | 0.00 | 0.00 | 195.30K |
SPDR DEVELOPEDSOLE | MF Closed and MF Open | 362.55K | SH | $14.68M 1.94% | 0.00 | 0.00 | 362.55K |
AVANTIS INTLSOLE | MF Closed and MF Open | 197.17K | SH | $14.59M 1.93% | 0.00 | 0.00 | 197.17K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 183.35K | SH | $13.73M 1.82% | 0.00 | 0.00 | 183.35K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 205.09K | SH | $11.15M 1.48% | 0.00 | 0.00 | 205.09K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 116.60K | SH | $11.11M 1.47% | 0.00 | 0.00 | 116.60K |
COLUMBIA RESEARCHSOLE | MF Closed and MF Open | 296.57K | SH | $10.91M 1.44% | 0.00 | 0.00 | 296.57K |
IMGP DBISOLE | MF Closed and MF Open | 414.57K | SH | $10.67M 1.41% | 0.00 | 0.00 | 414.57K |
SPDR MSCISOLE | MF Closed and MF Open | 302.27K | SH | $9.87M 1.31% | 0.00 | 0.00 | 302.27K |
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