IAG Wealth Partners, LLC

CIK

1827261

Location

Waukesha, WI

Portfolio Value

Micro $24,406,993

Diversification

Diversified

Filing Date

Global Rank

#7,611 / 8,623 ▲ 131 · as of Mar 2026

Top Industry

Drug Manufacturers - General 12.0%

3Y Alpha vs SPY

-3.7%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.3%

SPY

+65.3%

Annualised alpha

-2.2%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.5%

−1.0 pts

Top 5

32.4%

−0.9 pts

Top 10

45.1%

−1.0 pts

HHI

301

Diversified−18

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	12.3%	$2,998,746	46
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
QQQ	Invesco Qqq Trust, Series 1	+111	1,373	$792,468
MS	Morgan Stanley	+111	330	$54,308
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	ExxonMobil Holdings 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
FIS	Fidelity National Information Services, Inc.	−150	672	$31,523
KMB	Kimberly Clark Corp	−150	328	$31,642
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
GLD	Spdr Gold Trust	−59	649	$279,258
IRM	Iron Mountain Inc	−59	236	$24,105
PG	PROCTER & GAMBLE Co	−55	384	$55,464
JCI	Johnson Controls International plc	−50	3,154	$413,016
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

286 tracked positions · $24,406,993 total · filing declares 509 positions · $895,868,587 · 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 286 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%	9.52%
JNJ	Johnson & Johnson Healthcare	Held	7,094	0	$1,734,057	+18.1%	7.10%
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%	1.25%
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	ExxonMobil Holdings 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%	0.66%
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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.