IAG Wealth Partners, LLC

CIK

1827261

Location

Waukesha, WI

Portfolio Value

Micro $24,392,135

Diversification

Diversified

Filing Date

Global Rank

#7,227 / 8,232 ▲ 270

Top Industry

Drug Manufacturers - General 12.1%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.7%

SPY

+76.3%

Annualised alpha

-4.4%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

285 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−1.1 pts

Top 5

32.4%

−0.9 pts

Top 10

45.2%

−1.0 pts

HHI

301

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.9%	$4,604,413	40
Financial Services	16.4%	$3,997,131	36
Healthcare	12.4%	$3,030,753	34
Industrials	12.2%	$2,983,888	45
Unclassified	9.6%	$2,353,267	12
Utilities	9.6%	$2,343,397	13
Consumer Cyclical	6.0%	$1,459,034	28
Consumer Defensive	4.6%	$1,128,086	15
Energy	4.2%	$1,023,194	19
Communication Services	2.9%	$711,968	17
Real Estate	1.7%	$407,743	11
Basic Materials	1.4%	$349,261	15

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHA	iShares Ethereum Trust ETF	+18,192	18,223	$288,470
BMNR	Bitmine Immersion Technologies, Inc.	+6,116	7,853	$155,332
BA	Boeing Co	+3,453	3,481	$692,823
WEC	Wec Energy Group, Inc.	+3,044	13,191	$1,527,122
ASB	Associated Banc-Corp	+1,190	1,218	$31,497
MSTR	Strategy Inc	+1,152	1,454	$181,459
PEP	Pepsico Inc	+964	1,464	$227,344
LYFT	Lyft, Inc.	+500	900	$11,970
SYM	Symbotic Inc.	+398	1,752	$93,206
CCL	Carnival Corp Ltd.	+220	420	$10,869
SBUX	Starbucks Corp	+205	207	$18,545
WMT	Walmart Inc.	+202	714	$88,735
PYPL	PayPal Holdings, Inc.	+201	477	$21,574
BNY	Bank of New York Mellon Corp	+190	293	$34,758
CSCO	Cisco Systems, Inc.	+178	1,292	$100,246
DUK	Duke Energy CORP	+167	275	$36,008
ABT	Abbott Laboratories	+160	531	$54,517
CVX	Chevron Corp	+141	1,481	$306,418
TJX	Tjx Companies Inc /De/	+130	698	$111,470
SPG	Simon Property Group Inc.	+116	431	$80,394
MS	Morgan Stanley	+111	330	$54,308
QQQ	Invesco Qqq Trust, Series 1	+111	1,373	$792,468
LOW	Lowes Companies Inc	+100	156	$36,859
WM	Waste Management Inc	+97	520	$119,490
JPM	Jpmorgan Chase & Co	+93	1,233	$362,699
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−6,366	1,382	$53,096
SOFI	SoFi Technologies, Inc.	−1,767	544	$8,638
ET	Energy Transfer LP	−1,462	10,954	$211,412
FSSL	FS Specialty Lending Fund	−1,276	4,695	$58,734
UPS	United Parcel Service Inc	−527	640	$62,963
GLDM	World Gold Trust	−411	582	$53,945
VZ	Verizon Communications Inc	−345	1,334	$66,966
NVDA	Nvidia Corp	−340	4,475	$780,440
XOM	Exxon Mobil Corp	−334	1,033	$175,258
DIS	Walt Disney Co	−295	624	$60,141
UNP	Union Pacific Corp	−254	125	$30,327
AG	First Majestic Silver Corp	−245	520	$11,169
NFLX	Netflix Inc	−220	590	$56,728
IAU	Ishares Gold Trust	−200	1,130	$99,620
STLD	Steel Dynamics Inc	−167	150	$27,000
KMB	Kimberly Clark Corp	−150	328	$31,642
FIS	Fidelity National Information Services, Inc.	−150	672	$31,523
LNT	Alliant Energy Corp	−112	1,580	$113,380
APH	Amphenol Corp /De/	−100	214	$27,038
HD	Home Depot, Inc.	−64	931	$306,196
MRK	Merck & Co., Inc.	−59	979	$117,763
IRM	Iron Mountain Inc	−59	236	$24,105
GLD	Spdr Gold Trust	−59	649	$279,258
PG	PROCTER & GAMBLE Co	−55	384	$55,464
KTOS	Kratos Defense & Security Solutions, Inc.	−50	225	$15,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
UFPI	Ufp Industries Inc	300	$27,636
MU	Micron Technology Inc	62	$20,946
SGOL	abrdn Gold ETF Trust	396	$17,669
RF	Regions Financial Corp	643	$16,795
IBM	International Business Machines Corp	67	$16,240
HON	Honeywell International Inc	71	$16,048
CDE	Coeur Mining, Inc.	694	$13,026
CRWD	CrowdStrike Holdings, Inc.	29	$11,321
FOXA	Fox Corp	193	$11,271
IOVA	Iovance Biotherapeutics, Inc.	2,620	$9,196
LEGN	Legend Biotech Corp	500	$9,045
COIN	Coinbase Global, Inc.	39	$6,809
WAT	Waters Corp /De/	20	$5,956
UBER	Uber Technologies, Inc	51	$3,668
AXP	American Express Co	12	$3,629
IRWD	Ironwood Pharmaceuticals Inc	1,000	$3,510
SHEL	Shell plc	34	$3,162
VSNT	Versant Media Group, Inc.	43	$1,591
VIA	Via Transportation, Inc.	100	$1,500
GIL	Gildan Activewear Inc.	12	$667
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	640	$64,998
AOS	Smith A O Corp	261	$17,455
HII	Huntington Ingalls Industries, Inc.	36	$12,242
NGD	New Gold Inc. /FI	1,400	$12,194
OSCR	Oscar Health, Inc.	538	$7,731
MSM	Msc Industrial Direct Co Inc	59	$4,961
TSCO	Tractor Supply Co /De/	11	$550
NDSN	Nordson Corp	2	$480
ORC	Orchid Island Capital, Inc.	66	$475
CL	Colgate Palmolive Co	6	$474
TGT	Target Corp	4	$391
BBAI	BigBear.ai Holdings, Inc.	41	$221
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

285 positions · $24,392,135 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 285 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,849	+30	$2,323,640	−4.1%	9.53%
JNJ	Johnson & Johnson Healthcare	Held	7,094	0	$1,734,057	+18.1%	7.11%
WEC	Wec Energy Group, Inc. Utilities	Added	13,191	+3,044	$1,527,122	+42.7%	6.26%
AAPL	Apple Inc. Technology	Reduced	5,862	-46	$1,487,716	−7.4%	6.10%
MSFT	Microsoft Corp Technology	Added	2,265	+66	$838,435	−21.2%	3.44%
QQQ	Invesco Qqq Trust, Series 1	Added	1,373	+111	$792,468	+2.2%	3.25%
NVDA	Nvidia Corp Technology	Reduced	4,475	-340	$780,440	−13.1%	3.20%
BA	Boeing Co Industrials	Added	3,481	+3,453	$692,823	+11297.0%	2.84%
LLY	ELI LILLY & Co Healthcare	Held	462	0	$424,933	−14.4%	1.74%
JCI	Johnson Controls International plc Industrials	Reduced	3,154	-50	$413,016	+7.6%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,233	+93	$362,699	−1.3%	1.49%
SPY	Spdr S&P 500 ETF Trust	Held	554	0	$360,288	−4.6%	1.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,683	+46	$350,518	−7.2%	1.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	328	0	$326,829	+15.5%	1.34%
CVX	Chevron Corp Energy	Added	1,481	+141	$306,418	+50.0%	1.26%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	931	-64	$306,196	−10.6%	1.26%
NEE	Nextera Energy Inc Utilities	Held	3,200	0	$297,216	+15.7%	1.22%
KO	Coca Cola Co Consumer Defensive	Held	3,806	0	$289,446	+8.8%	1.19%
ETHA	iShares Ethereum Trust ETF	Added	18,223	+18,192	$288,470	+41406.5%	1.18%
CAT	Caterpillar Inc Industrials	Held	403	0	$285,509	+23.7%	1.17%
GLD	Spdr Gold Trust	Reduced	649	-59	$279,258	−0.5%	1.14%
DE	Deere & Co Industrials	Held	495	0	$278,833	+21.0%	1.14%
AVGO	Broadcom Inc. Technology	Added	821	+86	$254,107	−0.1%	1.04%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	392	0	$241,769	+2.2%	0.99%
ORCL	Oracle Corp Technology	Held	1,611	0	$236,994	−24.5%	0.97%
PEP	Pepsico Inc Consumer Defensive	Added	1,464	+964	$227,344	+216.8%	0.93%
ET	Energy Transfer LP Energy	Reduced	10,954	-1,462	$211,412	+3.3%	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Added	602	+53	$187,095	+11.5%	0.77%
GWW	W.W. Grainger, Inc. Industrials	Added	169	+61	$184,346	+69.2%	0.76%
MSTR	Strategy Inc Technology	Added	1,454	+1,152	$181,459	+295.4%	0.74%
XOM	Exxon Mobil Corp Energy	Reduced	1,033	-334	$175,258	+6.5%	0.72%
DGICA	Donegal Group Inc Financial Services	Held	9,892	0	$169,944	−14.0%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Held	454	0	$168,774	−17.3%	0.69%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	246	-25	$167,831	+8.6%	0.69%
T	At&T Inc. Communication Services	Held	5,762	0	$167,040	+16.7%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	746	+15	$162,247	−2.9%	0.67%
WPC	W. P. Carey Inc. Real Estate	Added	2,386	+4	$162,152	+5.8%	0.66%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Added	7,853	+6,116	$155,332	+229.4%	0.64%
AMAT	Applied Materials Inc /De Technology	Added	445	+1	$152,096	+33.3%	0.62%
NIC	Nicolet Bankshares Inc Financial Services	Held	1,017	0	$151,146	+22.5%	0.62%
AMGN	Amgen Inc Healthcare	Added	424	+84	$149,184	+34.1%	0.61%
GS	Goldman Sachs Group Inc Financial Services	Reduced	167	-7	$141,280	−7.6%	0.58%
GOOGL	Alphabet Inc. Communication Services	Added	478	+13	$137,453	−5.6%	0.56%
V	Visa Inc. Financial Services	Held	425	0	$128,452	−13.8%	0.53%
WM	Waste Management Inc Industrials	Added	520	+97	$119,490	+28.6%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	979	-59	$117,763	+7.8%	0.48%
LNT	Alliant Energy Corp Utilities	Reduced	1,580	-112	$113,380	+3.1%	0.46%
AEE	Ameren Corp Utilities	Held	1,019	0	$112,008	+10.1%	0.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	698	+130	$111,470	+27.8%	0.46%
META	Meta Platforms, Inc. Communication Services	Reduced	192	-30	$109,848	−25.0%	0.45%