CIK 1827261
IAG Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
497
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 497
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY | 5K | $1M+ | SH |
| BBUS | JPMORGAN BETABUILDERS | 19K | $1M+ | SH |
| HTAB | HARTFORD SCHRODERS | 120K | $1M+ | SH |
| JSMD | JANUS DETROIT | 28K | $1M+ | SH |
| HELO | JPMORGAN HEDGED | 32K | $1M+ | SH |
| AVDV | AVANTIS INTL | 23K | $1M+ | SH |
| SPEM | SPDR EMERGING | 45K | $1M+ | SH |
| JMST | JPMORGAN | 34K | $1M+ | SH |
| SMLV | STATE STREET | 13K | $1M+ | SH |
| AAPL | APPLE INC | 6K | $1M+ | SH |
| SJNK | STATE STREET | 60K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| VTI | VANGUARD TOTAL | 4K | $1M+ | SH |
| DES | WISDOMTREE U S | 40K | $1M+ | SH |
| VOO | VANGUARD S&P | 2K | $1M+ | SH |
| PBUS | INVESCO MSCI | 19K | $1M+ | SH |
| MFSG | MFS ACTIVE | 42K | $1M+ | SH |
| SPGM | SPDR MSCI | 15K | $1M+ | SH |
| SCHM | SCHWAB US | 39K | $1M+ | SH |
| WEC | WEC ENERGY | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| BBMC | JPMORGAN BETABUILDERS | 9K | $500K+ | SH |
| CGGE | CAPITAL GROUP | 29K | $500K+ | SH |
| NVDA | NVIDIA CORP | 5K | $500K+ | SH |
| SLYV | STATE STREET | 9K | $500K+ | SH |
| NUMG | NUVEEN ESG | 17K | $500K+ | SH |
| VWO | VANGUARD FSTE | 15K | $500K+ | SH |
| VSS | VANGUARD FTSE | 6K | $500K+ | SH |
| QQQ | INVESCO QQQ | 1K | $500K+ | SH |
| GEM | GOLDMAN SACHS | 18K | $500K+ | SH |
| IWM | ISHARES RUSSELL | 3K | $500K+ | SH |
| IWF | ISHARES RUSSELL | 1K | $500K+ | SH |
| JSML | JANUS DETROIT | 8K | $500K+ | SH |
| LLY | ELI LILLY | 462 | $100K–$500K | SH |
| USFR | WISDOMTREE FLOATING | 9K | $100K–$500K | SH |
| SPSB | STATE STREET | 14K | $100K–$500K | SH |
| SLYG | STATE STREET | 4K | $100K–$500K | SH |
| IJH | ISHARES CORE | 6K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN | 8K | $100K–$500K | SH |
| JCI | JOHNSON CONTROLS | 3K | $100K–$500K | SH |
| VB | VANGUARD SMALL | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM | 2K | $100K–$500K | SH |
| SPY | SPDR S&P | 554 | $100K–$500K | SH |
| VTV | VANGUARD VALUE | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE | 1K | $100K–$500K | SH |
| FVD | FIRST TRUST | 8K | $100K–$500K | SH |
| MTUM | ISHARES MSCI | 1K | $100K–$500K | SH |
| HD | HOME DEPOT | 995 | $100K–$500K | SH |
| VNLA | JANUS HENDERSON | 7K | $100K–$500K | SH |
| IJR | ISHARES CORE | 3K | $100K–$500K | SH |