Filed: 11/12/2025ACC: 0001104659-25-109701
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 526 equity positions with a total reported market value of $832.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
526
Positions
$832.52M
Total AUM (reported)
14.67M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$810.39M97.3%
COMMON STOCK$21.92M2.6%
OIL & GAS, REAL ESTATE AND REIT$215.0K0.0%
Portfolio Concentration
Top 3$171.98M20.7%
4–10$216.91M26.1%
11–25$251.37M30.2%
Rest$192.26M23.1%
Top 3 weight
20.7%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 14.67M
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
14.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole526
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings526
Rows:
JPMORGAN ACTIVE
SOLEShares1.18M
TypeSH
Market value$63.89M
7.67%
Sole
0.00
Shared
0.00
None
1.18M
SPDR PORTFOLIO
SOLEShares814.48K
TypeSH
Market value$63.81M
7.66%
Sole
0.00
Shared
0.00
None
814.48K
GOLDMAN SACHS
SOLEShares339.92K
TypeSH
Market value$44.28M
5.32%
Sole
0.00
Shared
0.00
None
339.92K
NYLI MACKAY
SOLEShares1.67M
TypeSH
Market value$40.66M
4.88%
Sole
0.00
Shared
0.00
None
1.67M
AVANTIS INTL
SOLEShares550.02K
TypeSH
Market value$37.09M
4.46%
Sole
0.00
Shared
0.00
None
550.02K
WISDOMTREE U S
SOLEShares393.90K
TypeSH
Market value$34.28M
4.12%
Sole
0.00
Shared
0.00
None
393.90K
ISHARES CORE
SOLEShares40.89K
TypeSH
Market value$27.37M
3.29%
Sole
0.00
Shared
0.00
None
40.89K
ISHARES CORE
SOLEShares517.37K
TypeSH
Market value$27.03M
3.25%
Sole
0.00
Shared
0.00
None
517.37K
WISDOMTREE U S
SOLEShares485.33K
TypeSH
Market value$25.38M
3.05%
Sole
0.00
Shared
0.00
None
485.33K
GOLDMAN SACHS
SOLEShares610.29K
TypeSH
Market value$25.09M
3.01%
Sole
0.00
Shared
0.00
None
610.29K
VANGUARD GROWTH
SOLEShares48.81K
TypeSH
Market value$23.41M
2.81%
Sole
0.00
Shared
0.00
None
48.81K
SIMPLIFY MANAGED
SOLEShares776.30K
TypeSH
Market value$21.71M
2.61%
Sole
0.00
Shared
0.00
None
776.30K
PGIM ULTRA
SOLEShares425.52K
TypeSH
Market value$21.20M
2.55%
Sole
0.00
Shared
0.00
None
425.52K
INVESCO LARGE
SOLEShares316.93K
TypeSH
Market value$20.67M
2.48%
Sole
0.00
Shared
0.00
None
316.93K
JPMORGAN
SOLEShares388.13K
TypeSH
Market value$19.59M
2.35%
Sole
0.00
Shared
0.00
None
388.13K
VANECK NATURAL
SOLEShares338.51K
TypeSH
Market value$19.32M
2.32%
Sole
0.00
Shared
0.00
None
338.51K
ISHARES MORNINGSTAR
SOLEShares210.66K
TypeSH
Market value$17.43M
2.09%
Sole
0.00
Shared
0.00
None
210.66K
AVANTIS INTL
SOLEShares202.46K
TypeSH
Market value$15.97M
1.92%
Sole
0.00
Shared
0.00
None
202.46K
SPDR DEVELOPED
SOLEShares368.74K
TypeSH
Market value$15.78M
1.90%
Sole
0.00
Shared
0.00
None
368.74K
SPDR PORTFOLIO
SOLEShares187.35K
TypeSH
Market value$15.11M
1.81%
Sole
0.00
Shared
0.00
None
187.35K
IMGP DBI
SOLEShares535.93K
TypeSH
Market value$14.64M
1.76%
Sole
0.00
Shared
0.00
None
535.93K
COLUMBIA RESEARCH
SOLEShares305.09K
TypeSH
Market value$12.31M
1.48%
Sole
0.00
Shared
0.00
None
305.09K
SPDR PORTFOLIO
SOLEShares213.76K
TypeSH
Market value$12.23M
1.47%
Sole
0.00
Shared
0.00
None
213.76K
SPDR PORTFOLIO
SOLEShares112.92K
TypeSH
Market value$11.80M
1.42%
Sole
0.00
Shared
0.00
None
112.92K
WISDOMTREE US
SOLEShares114.61K
TypeSH
Market value$10.20M
1.22%
Sole
0.00
Shared
0.00
None
114.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN ACTIVESOLE | MF Closed and MF Open | 1.18M | SH | $63.89M 7.67% | 0.00 | 0.00 | 1.18M |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 814.48K | SH | $63.81M 7.66% | 0.00 | 0.00 | 814.48K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 339.92K | SH | $44.28M 5.32% | 0.00 | 0.00 | 339.92K |
NYLI MACKAYSOLE | MF Closed and MF Open | 1.67M | SH | $40.66M 4.88% | 0.00 | 0.00 | 1.67M |
AVANTIS INTLSOLE | MF Closed and MF Open | 550.02K | SH | $37.09M 4.46% | 0.00 | 0.00 | 550.02K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 393.90K | SH | $34.28M 4.12% | 0.00 | 0.00 | 393.90K |
ISHARES CORESOLE | MF Closed and MF Open | 40.89K | SH | $27.37M 3.29% | 0.00 | 0.00 | 40.89K |
ISHARES CORESOLE | MF Closed and MF Open | 517.37K | SH | $27.03M 3.25% | 0.00 | 0.00 | 517.37K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 485.33K | SH | $25.38M 3.05% | 0.00 | 0.00 | 485.33K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 610.29K | SH | $25.09M 3.01% | 0.00 | 0.00 | 610.29K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 48.81K | SH | $23.41M 2.81% | 0.00 | 0.00 | 48.81K |
SIMPLIFY MANAGEDSOLE | MF Closed and MF Open | 776.30K | SH | $21.71M 2.61% | 0.00 | 0.00 | 776.30K |
PGIM ULTRASOLE | MF Closed and MF Open | 425.52K | SH | $21.20M 2.55% | 0.00 | 0.00 | 425.52K |
INVESCO LARGESOLE | MF Closed and MF Open | 316.93K | SH | $20.67M 2.48% | 0.00 | 0.00 | 316.93K |
JPMORGANSOLE | MF Closed and MF Open | 388.13K | SH | $19.59M 2.35% | 0.00 | 0.00 | 388.13K |
VANECK NATURALSOLE | MF Closed and MF Open | 338.51K | SH | $19.32M 2.32% | 0.00 | 0.00 | 338.51K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 210.66K | SH | $17.43M 2.09% | 0.00 | 0.00 | 210.66K |
AVANTIS INTLSOLE | MF Closed and MF Open | 202.46K | SH | $15.97M 1.92% | 0.00 | 0.00 | 202.46K |
SPDR DEVELOPEDSOLE | MF Closed and MF Open | 368.74K | SH | $15.78M 1.90% | 0.00 | 0.00 | 368.74K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 187.35K | SH | $15.11M 1.81% | 0.00 | 0.00 | 187.35K |
IMGP DBISOLE | MF Closed and MF Open | 535.93K | SH | $14.64M 1.76% | 0.00 | 0.00 | 535.93K |
COLUMBIA RESEARCHSOLE | MF Closed and MF Open | 305.09K | SH | $12.31M 1.48% | 0.00 | 0.00 | 305.09K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 213.76K | SH | $12.23M 1.47% | 0.00 | 0.00 | 213.76K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 112.92K | SH | $11.80M 1.42% | 0.00 | 0.00 | 112.92K |
WISDOMTREE USSOLE | MF Closed and MF Open | 114.61K | SH | $10.20M 1.22% | 0.00 | 0.00 | 114.61K |
Page 1 of 22
…