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 101–150 of 497
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ARTY | ISHARES FUTURE | 7K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 985 | $100K–$500K | SH |
| COST | COSTCO WHOLESALE | 328 | $100K–$500K | SH |
| GLD | SPDR GOLD | 708 | $100K–$500K | SH |
| SUSA | ISHARES ESG | 2K | $100K–$500K | SH |
| SCHV | SCHWAB US | 9K | $100K–$500K | SH |
| KO | COCA COLA COMPANY | 4K | $100K–$500K | SH |
| DLS | WISDOMTREE INTL | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 735 | $100K–$500K | SH |
| DBEF | XTRACKERS MSCI | 5K | $100K–$500K | SH |
| SCHX | SCHWAB US | 9K | $100K–$500K | SH |
| MDY | SPDR S&P | 392 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 403 | $100K–$500K | SH |
| DE | DEERE & CO | 495 | $100K–$500K | SH |
| FEX | FIRST TRUST | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER | 12K | $100K–$500K | SH |
| TSLA | TESLA INC | 454 | $100K–$500K | SH |
| CVX | CHEVRON CORP | 1K | $100K–$500K | SH |
| DGICA | DONEGAL GROUP | 10K | $100K–$500K | SH |
| IYW | ISHARES TECHNOLOGY | 978 | $100K–$500K | SH |
| IWD | ISHARES RUSSELL | 884 | $100K–$500K | SH |
| MLPX | GLOBAL X | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 549 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 731 | $100K–$500K | SH |
| XOM | EXXON MOBIL | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN | 271 | $100K–$500K | SH |
| WPC | W P CAREY | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS | 174 | $100K–$500K | SH |
| V | VISA INC | 425 | $100K–$500K | SH |
| META | META PLATFORMS | 222 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 465 | $100K–$500K | SH |
| T | AT&T INC | 6K | $100K–$500K | SH |
| VEA | VANGUARD FTSE | 2K | $100K–$500K | SH |
| DFUS | DIMENSIONAL US | 2K | $100K–$500K | SH |
| NUDM | NUVEEN ESG | 4K | $100K–$500K | SH |
| NUBD | NUVEEN ESG | 6K | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR | 437 | $100K–$500K | SH |
| PRF | INVESCO FTSE | 3K | $100K–$500K | SH |
| ACWI | ISHARES MSCI | 875 | $100K–$500K | SH |
| NIC | NICOLET BANKSHARES | 1K | $100K–$500K | SH |
| IUSV | ISHARES CORE | 1K | $100K–$500K | SH |
| UPS | UNITED PARCEL | 1K | $100K–$500K | SH |
| XLP | STATE STREET | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATERIALS | 444 | $100K–$500K | SH |
| SDY | STATE STREET | 815 | $100K–$500K | SH |
| AMGN | AMGEN INC | 340 | $100K–$500K | SH |
| RDVY | FIRST TRUST | 2K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY | 2K | $100K–$500K | SH |