Filed: 4/29/2026ACC: 0001104659-26-051488
📋 What this filing means
IAG WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 509 equity positions with a total reported market value of $895.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
509
Positions
$895.87M
Total AUM (reported)
16.06M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$873.09M97.5%
COMMON STOCK$22.53M2.5%
OIL & GAS, REAL ESTATE AND REIT$245.6K0.0%
Portfolio Concentration
Top 3$170.35M19.0%
4–10$227.24M25.4%
11–25$275.63M30.8%
Rest$222.65M24.9%
Top 3 weight
19.0%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 16.06M
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
16.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole509
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings509
Rows:
STATE STREET
SOLEShares846.20K
TypeSH
Market value$64.77M
7.23%
Sole
0.00
Shared
0.00
None
846.20K
JPMORGAN ACTIVE
SOLEShares1.11M
TypeSH
Market value$59.66M
6.66%
Sole
0.00
Shared
0.00
None
1.11M
NYLI MACKAY
SOLEShares1.91M
TypeSH
Market value$45.92M
5.13%
Sole
0.00
Shared
0.00
None
1.91M
AVANTIS INTL
SOLEShares580.52K
TypeSH
Market value$43.44M
4.85%
Sole
0.00
Shared
0.00
None
580.52K
GOLDMAN SACHS
SOLEShares325.46K
TypeSH
Market value$40.72M
4.55%
Sole
0.00
Shared
0.00
None
325.46K
WISDOMTREE U S
SOLEShares399.18K
TypeSH
Market value$35.66M
3.98%
Sole
0.00
Shared
0.00
None
399.18K
ISHARES CORE
SOLEShares522.21K
TypeSH
Market value$28.17M
3.14%
Sole
0.00
Shared
0.00
None
522.21K
GOLDMAN SACHS
SOLEShares647.83K
TypeSH
Market value$27.94M
3.12%
Sole
0.00
Shared
0.00
None
647.83K
WISDOMTREE U S
SOLEShares500.70K
TypeSH
Market value$26.31M
2.94%
Sole
0.00
Shared
0.00
None
500.70K
ISHARES CORE
SOLEShares38.26K
TypeSH
Market value$24.99M
2.79%
Sole
0.00
Shared
0.00
None
38.26K
SIMPLIFY MANAGED
SOLEShares794.86K
TypeSH
Market value$24.02M
2.68%
Sole
0.00
Shared
0.00
None
794.86K
INVESCO LARGE
SOLEShares322.92K
TypeSH
Market value$22.51M
2.51%
Sole
0.00
Shared
0.00
None
322.92K
VANGUARD GROWTH
SOLEShares50.85K
TypeSH
Market value$22.21M
2.48%
Sole
0.00
Shared
0.00
None
50.85K
AVANTIS INTL
SOLEShares255.74K
TypeSH
Market value$21.70M
2.42%
Sole
0.00
Shared
0.00
None
255.74K
JPMORGAN
SOLEShares413.21K
TypeSH
Market value$20.66M
2.31%
Sole
0.00
Shared
0.00
None
413.21K
PGIM ULTRA
SOLEShares416K
TypeSH
Market value$20.59M
2.30%
Sole
0.00
Shared
0.00
None
416K
FIDELITY ENHANCED
SOLEShares540.72K
TypeSH
Market value$20.27M
2.26%
Sole
0.00
Shared
0.00
None
540.72K
STATE STREET
SOLEShares414.84K
TypeSH
Market value$18.94M
2.11%
Sole
0.00
Shared
0.00
None
414.84K
VANECK NATURAL
SOLEShares253.09K
TypeSH
Market value$18.34M
2.05%
Sole
0.00
Shared
0.00
None
253.09K
ISHARES MORNINGSTAR
SOLEShares229.96K
TypeSH
Market value$18.11M
2.02%
Sole
0.00
Shared
0.00
None
229.96K
IMGP DBI
SOLEShares541.17K
TypeSH
Market value$16.32M
1.82%
Sole
0.00
Shared
0.00
None
541.17K
STATE STREET
SOLEShares176.72K
TypeSH
Market value$13.97M
1.56%
Sole
0.00
Shared
0.00
None
176.72K
STATE STREET
SOLEShares229.67K
TypeSH
Market value$13.60M
1.52%
Sole
0.00
Shared
0.00
None
229.67K
COLUMBIA RESEARCH
SOLEShares337.99K
TypeSH
Market value$13.17M
1.47%
Sole
0.00
Shared
0.00
None
337.99K
WISDOMTREE US
SOLEShares127.64K
TypeSH
Market value$11.21M
1.25%
Sole
0.00
Shared
0.00
None
127.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREETSOLE | MF Closed and MF Open | 846.20K | SH | $64.77M 7.23% | 0.00 | 0.00 | 846.20K |
JPMORGAN ACTIVESOLE | MF Closed and MF Open | 1.11M | SH | $59.66M 6.66% | 0.00 | 0.00 | 1.11M |
NYLI MACKAYSOLE | MF Closed and MF Open | 1.91M | SH | $45.92M 5.13% | 0.00 | 0.00 | 1.91M |
AVANTIS INTLSOLE | MF Closed and MF Open | 580.52K | SH | $43.44M 4.85% | 0.00 | 0.00 | 580.52K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 325.46K | SH | $40.72M 4.55% | 0.00 | 0.00 | 325.46K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 399.18K | SH | $35.66M 3.98% | 0.00 | 0.00 | 399.18K |
ISHARES CORESOLE | MF Closed and MF Open | 522.21K | SH | $28.17M 3.14% | 0.00 | 0.00 | 522.21K |
GOLDMAN SACHSSOLE | MF Closed and MF Open | 647.83K | SH | $27.94M 3.12% | 0.00 | 0.00 | 647.83K |
WISDOMTREE U SSOLE | MF Closed and MF Open | 500.70K | SH | $26.31M 2.94% | 0.00 | 0.00 | 500.70K |
ISHARES CORESOLE | MF Closed and MF Open | 38.26K | SH | $24.99M 2.79% | 0.00 | 0.00 | 38.26K |
SIMPLIFY MANAGEDSOLE | MF Closed and MF Open | 794.86K | SH | $24.02M 2.68% | 0.00 | 0.00 | 794.86K |
INVESCO LARGESOLE | MF Closed and MF Open | 322.92K | SH | $22.51M 2.51% | 0.00 | 0.00 | 322.92K |
VANGUARD GROWTHSOLE | MF Closed and MF Open | 50.85K | SH | $22.21M 2.48% | 0.00 | 0.00 | 50.85K |
AVANTIS INTLSOLE | MF Closed and MF Open | 255.74K | SH | $21.70M 2.42% | 0.00 | 0.00 | 255.74K |
JPMORGANSOLE | MF Closed and MF Open | 413.21K | SH | $20.66M 2.31% | 0.00 | 0.00 | 413.21K |
PGIM ULTRASOLE | MF Closed and MF Open | 416K | SH | $20.59M 2.30% | 0.00 | 0.00 | 416K |
FIDELITY ENHANCEDSOLE | MF Closed and MF Open | 540.72K | SH | $20.27M 2.26% | 0.00 | 0.00 | 540.72K |
STATE STREETSOLE | MF Closed and MF Open | 414.84K | SH | $18.94M 2.11% | 0.00 | 0.00 | 414.84K |
VANECK NATURALSOLE | MF Closed and MF Open | 253.09K | SH | $18.34M 2.05% | 0.00 | 0.00 | 253.09K |
ISHARES MORNINGSTARSOLE | MF Closed and MF Open | 229.96K | SH | $18.11M 2.02% | 0.00 | 0.00 | 229.96K |
IMGP DBISOLE | MF Closed and MF Open | 541.17K | SH | $16.32M 1.82% | 0.00 | 0.00 | 541.17K |
STATE STREETSOLE | MF Closed and MF Open | 176.72K | SH | $13.97M 1.56% | 0.00 | 0.00 | 176.72K |
STATE STREETSOLE | MF Closed and MF Open | 229.67K | SH | $13.60M 1.52% | 0.00 | 0.00 | 229.67K |
COLUMBIA RESEARCHSOLE | MF Closed and MF Open | 337.99K | SH | $13.17M 1.47% | 0.00 | 0.00 | 337.99K |
WISDOMTREE USSOLE | MF Closed and MF Open | 127.64K | SH | $11.21M 1.25% | 0.00 | 0.00 | 127.64K |
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