Filed: 2/10/2026ACC: 0001104659-26-012592
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 497 equity positions with a total reported market value of $863.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
497
Positions
$863.62M
Total AUM (reported)
15.41M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$842.39M97.5%
COMMON STOCK$21.00M2.4%
OIL & GAS, REAL ESTATE AND REIT$233.7K0.0%
Portfolio Concentration
Top 3$174.81M20.2%
4–10$221.82M25.7%
11–25$261.45M30.3%
Rest$205.53M23.8%
Top 3 weight
20.2%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 15.41M
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
15.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole497
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings497
Rows:
STATE STREET
SOLEShares812.29K
TypeSH
Market value$65.16M
7.55%
Sole
0.00
Shared
0.00
None
812.29K
JPMORGAN ACTIVE
SOLEShares1.20M
TypeSH
Market value$64.93M
7.52%
Sole
0.00
Shared
0.00
None
1.20M
NYLI MACKAY
SOLEShares1.84M
TypeSH
Market value$44.72M
5.18%
Sole
0.00
Shared
0.00
None
1.84M
GOLDMAN SACHS
SOLEShares327.87K
TypeSH
Market value$43.40M
5.03%
Sole
0.00
Shared
0.00
None
327.87K
AVANTIS INTL
SOLEShares541.50K
TypeSH
Market value$38.57M
4.47%
Sole
0.00
Shared
0.00
None
541.50K
WISDOMTREE U S
SOLEShares390.56K
TypeSH
Market value$34.40M
3.98%
Sole
0.00
Shared
0.00
None
390.56K
ISHARES CORE
SOLEShares526K
TypeSH
Market value$27.96M
3.24%
Sole
0.00
Shared
0.00
None
526K
ISHARES CORE
SOLEShares38.34K
TypeSH
Market value$26.26M
3.04%
Sole
0.00
Shared
0.00
None
38.34K
GOLDMAN SACHS
SOLEShares600.50K
TypeSH
Market value$25.79M
2.99%
Sole
0.00
Shared
0.00
None
600.50K
WISDOMTREE U S
SOLEShares493.19K
TypeSH
Market value$25.45M
2.95%
Sole
0.00
Shared
0.00
None
493.19K
VANGUARD GROWTH
SOLEShares48.35K
TypeSH
Market value$23.59M
2.73%
Sole
0.00
Shared
0.00
None
48.35K
PGIM ULTRA
SOLEShares446.51K
TypeSH
Market value$22.14M
2.56%
Sole
0.00
Shared
0.00
None
446.51K
SIMPLIFY MANAGED
SOLEShares811.97K
TypeSH
Market value$22.13M
2.56%
Sole
0.00
Shared
0.00
None
811.97K
INVESCO LARGE
SOLEShares323.84K
TypeSH
Market value$21.54M
2.49%
Sole
0.00
Shared
0.00
None
323.84K
JPMORGAN
SOLEShares402.72K
TypeSH
Market value$20.34M
2.35%
Sole
0.00
Shared
0.00
None
402.72K
VANECK NATURAL
SOLEShares326.81K
TypeSH
Market value$19.65M
2.28%
Sole
0.00
Shared
0.00
None
326.81K
ISHARES MORNINGSTAR
SOLEShares223.76K
TypeSH
Market value$17.87M
2.07%
Sole
0.00
Shared
0.00
None
223.76K
AVANTIS INTL
SOLEShares211.15K
TypeSH
Market value$17.38M
2.01%
Sole
0.00
Shared
0.00
None
211.15K
SPDR DEVELOPED
SOLEShares376.54K
TypeSH
Market value$16.72M
1.94%
Sole
0.00
Shared
0.00
None
376.54K
IMGP DBI
SOLEShares565.32K
TypeSH
Market value$15.86M
1.84%
Sole
0.00
Shared
0.00
None
565.32K
STATE STREET
SOLEShares180.52K
TypeSH
Market value$14.89M
1.72%
Sole
0.00
Shared
0.00
None
180.52K
STATE STREET
SOLEShares226.40K
TypeSH
Market value$13.11M
1.52%
Sole
0.00
Shared
0.00
None
226.40K
COLUMBIA RESEARCH
SOLEShares313.04K
TypeSH
Market value$12.78M
1.48%
Sole
0.00
Shared
0.00
None
313.04K
VICTORYSHARES SMALL
SOLEShares399.02K
TypeSH
Market value$11.77M
1.36%
Sole
0.00
Shared
0.00
None
399.02K
STATE STREET
SOLEShares109.34K
TypeSH
Market value$11.67M
1.35%
Sole
0.00
Shared
0.00
None
109.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREETSOLE | MF Closed and MF Open | 812.29K | SH | $65.16M 7.55% | 0.00 | 0.00 | 812.29K |
JPMORGAN ACTIVESOLE | MF Closed and MF Open | 1.20M | SH | $64.93M 7.52% | 0.00 | 0.00 | 1.20M |
NYLI MACKAYSOLE | MF Closed and MF Open | 1.84M | SH | $44.72M 5.18% | 0.00 | 0.00 | 1.84M |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 327.87K | SH | $43.40M 5.03% | 0.00 | 0.00 | 327.87K |
AVANTIS INTLSOLE | MF Closed and MF Open | 541.50K | SH | $38.57M 4.47% | 0.00 | 0.00 | 541.50K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 390.56K | SH | $34.40M 3.98% | 0.00 | 0.00 | 390.56K |
ISHARES CORESOLE | MF Closed and MF Open | 526K | SH | $27.96M 3.24% | 0.00 | 0.00 | 526K |
ISHARES CORESOLE | MF Closed and MF Open | 38.34K | SH | $26.26M 3.04% | 0.00 | 0.00 | 38.34K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 600.50K | SH | $25.79M 2.99% | 0.00 | 0.00 | 600.50K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 493.19K | SH | $25.45M 2.95% | 0.00 | 0.00 | 493.19K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 48.35K | SH | $23.59M 2.73% | 0.00 | 0.00 | 48.35K |
PGIM ULTRASOLE | MF Closed and MF Open | 446.51K | SH | $22.14M 2.56% | 0.00 | 0.00 | 446.51K |
SIMPLIFY MANAGEDSOLE | MF Closed and MF Open | 811.97K | SH | $22.13M 2.56% | 0.00 | 0.00 | 811.97K |
INVESCO LARGESOLE | MF Closed and MF Open | 323.84K | SH | $21.54M 2.49% | 0.00 | 0.00 | 323.84K |
JPMORGANSOLE | MF Closed and MF Open | 402.72K | SH | $20.34M 2.35% | 0.00 | 0.00 | 402.72K |
VANECK NATURALSOLE | MF Closed and MF Open | 326.81K | SH | $19.65M 2.28% | 0.00 | 0.00 | 326.81K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 223.76K | SH | $17.87M 2.07% | 0.00 | 0.00 | 223.76K |
AVANTIS INTLSOLE | MF Closed and MF Open | 211.15K | SH | $17.38M 2.01% | 0.00 | 0.00 | 211.15K |
SPDR DEVELOPEDSOLE | MF Closed and MF Open | 376.54K | SH | $16.72M 1.94% | 0.00 | 0.00 | 376.54K |
IMGP DBISOLE | MF Closed and MF Open | 565.32K | SH | $15.86M 1.84% | 0.00 | 0.00 | 565.32K |
STATE STREETSOLE | MF Closed and MF Open | 180.52K | SH | $14.89M 1.72% | 0.00 | 0.00 | 180.52K |
STATE STREETSOLE | MF Closed and MF Open | 226.40K | SH | $13.11M 1.52% | 0.00 | 0.00 | 226.40K |
COLUMBIA RESEARCHSOLE | MF Closed and MF Open | 313.04K | SH | $12.78M 1.48% | 0.00 | 0.00 | 313.04K |
VICTORYSHARES SMALLSOLE | MF Closed and MF Open | 399.02K | SH | $11.77M 1.36% | 0.00 | 0.00 | 399.02K |
STATE STREETSOLE | MF Closed and MF Open | 109.34K | SH | $11.67M 1.35% | 0.00 | 0.00 | 109.34K |
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