IAG Wealth Partners, LLC 13F Holdings
CIK 0001827261 · Waukesha, WI
As of Sep 30, 2025, IAG Wealth Partners, LLC reported 526 positions worth $827.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN ACTIVE BOND ETF | JBND | — | 1,179,736 | $63.9M | 7.72% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 814,475 | $63.8M | 7.71% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 339,916 | $44.3M | 5.35% |
| NYLI MACKAY MUNI INTERMEDIATE ETF | MMIT | — | 1,673,280 | $40.7M | 4.92% |
| AMERICAN CENTY ETF TR | — | — | 550,018 | $37.1M | 4.48% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 393,899 | $34.3M | 4.14% |
| ISHARES CORE S&P 500 ETF | IVV | — | 40,887 | $27.4M | 3.31% |
| ISHARES CORE DIVIDEND ETF | DIVB | — | 517,369 | $27.0M | 3.27% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 485,330 | $25.4M | 3.07% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 610,291 | $25.1M | 3.03% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 48,811 | $23.4M | 2.83% |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | CTA | — | 776,298 | $21.7M | 2.62% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 425,522 | $21.2M | 2.56% |
| INVESCO LARGE CAP VALUE ETF | PWV | — | 316,933 | $20.7M | 2.50% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 388,132 |