IAG Wealth Partners, LLC

CIK

1827261

Location

Waukesha, WI

Portfolio Value

Small $905,508,582

Diversification

Diversified

Filing Date

Global Rank

#2,512 / 8,827 ▼ 39 · as of Jun 2026

Top Industry

Drug Manufacturers - General 12.4%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.5% of the book (60%+)

Turnover

Low turnover

11.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.6 quarters (12+), a floor since 38.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.7%; sector active share 79.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

528 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.8%

+1.5 pts

Top 5

52.8%

+4.8 pts

Top 10

77.1%

+6.5 pts

HHI

752

Diversified+108

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.3%	$881,257,230	261
Technology	0.7%	$6,253,129	39
Financial Services	0.5%	$4,310,562	39
Healthcare	0.4%	$3,540,551	32
Industrials	0.3%	$3,153,405	44
Utilities	0.2%	$2,144,092	13
Consumer Cyclical	0.1%	$1,337,019	29
Communication Services	0.1%	$1,061,163	17
Consumer Defensive	0.1%	$971,673	13
Energy	0.1%	$804,289	18
Real Estate	0.0%	$414,242	9
Basic Materials	0.0%	$261,227	14

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JMUB	JPMorgan Municipal ETF	+99,380	499,475	$23,765,020
CTA	EIDP, Inc.	+69,387	890,427	$0
—		+46,966	87,934	$0
AVDE	Avantis International Equity ETF	+28,620	324,659	$29,255,022
PULS	PGIM Ultra Short Bond ETF	+26,247	456,106	$22,559,002
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+19,060	468,130	$23,504,807
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	+18,461	719,698	$32,990,956
PYLD		+17,296	215,819	$5,479,644
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+14,976	237,793	$14,990,470
RECS	Columbia Research Enhanced Core ETF	+13,759	361,202	$16,286,598
DON	WisdomTree U.S. Midcap Dividend Fund	+11,894	481,975	$26,002,551
BRIE	MFS Blended Research International Equity ETF	+11,347	341,014	$10,339,544
DFIS	Dimensional International Small Cap ETF	+11,155	123,731	$4,482,774
PSH	PGIM Short Duration High Yield ETF	+10,764	332,577	$16,186,522
FELG	Fidelity Enhanced Large Cap Growth ETF	+10,689	642,615	$28,975,510
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	+9,909	177,475	$9,360,031
NBCM	Neuberger Commodity Strategy ETF	+7,748	108,029	$3,340,256
CGGE	Capital Group Global Equity ETF	+7,592	55,993	$1,949,116
JHMM	John Hancock Multifactor Mid Cap ETF	+6,793	52,887	$3,781,420
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+5,151	843,637	$75,724,857
FESM	Fidelity Enhanced Small Cap Core ETF	+4,965	137,497	$6,180,490
YLD	Principal Active High Yield ETF	+4,692	92,468	$1,706,034
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+3,847	51,426	$2,661,809
VUG	VANGUARD GROWTH INDEX FUND	+3,759	314,380	$28,328,781
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+3,686	132,584	$12,892,468
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBND	JPMorgan Active Bond ETF	−225,169	889,480	$45,470,217
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−56,109	250,161	$6,093,921
DIVB	BlackRock, Inc.	−55,219	453,651	$0
HTAB	Hartford Schroders Tax-Aware Bond ETF	−54,293	31,891	$570,529
MMIT	NYLIM ETF Trust	−54,281	1,912,815	$0
SFLO	VictoryShares Small Cap Free Cash Flow ETF	−30,538	301,384	$11,214,498
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	−15,484	346	$10,238
PWV	Invesco Large Cap Value ETF	−12,135	317,926	$24,257,753
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−9,942	154,760	$14,245,658
VNLA	Janus Henderson Short Duration Income ETF	−9,241	25,010	$1,214,485
CWI	Spdr Index Shares Funds	−8,775	274,095	$11,076,178
—		−7,040	130,377	$0
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	−6,514	56,541	$3,247,715
CSB	VictoryShares US Small Cap High Div Volatility Wtd ETF	−4,543	47,358	$2,912,990
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−4,239	317,137	$45,997,550
SPHQ	Invesco S&P 500 Quality ETF	−3,344	53,722	$4,516,945
DBMF	iMGP DBI Managed Futures Strategy ETF	−3,152	508,773	$16,550,385
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	−2,790	112,920	$4,601,490
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−2,610	109,366	$13,460,767
ETHA	iShares Ethereum Trust ETF	−2,469	854	$17,182
FMDE	Fidelity Enhanced Mid Cap Core ETF	−2,167	118,958	$4,803,524
DES	WisdomTree U.S. SmallCap Dividend Fund	−2,079	32,978	$1,249,866
NUMG	Nuveen ESG Mid-Cap Growth ETF	−1,985	10,431	$471,898
JSMD	Janus Henderson Small/Mid Cap Growth Alpha ETF	−1,844	23,882	$2,132,614
ISCG	iShares Morningstar Small-Cap Growth ETF	−1,780	76,085	$4,654,804
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CLOI	VanEck CLO ETF	358,318	$18,980,104
PAAA	PGIM AAA CLO ETF	42,420	$2,175,721
EVSM	Eaton Vance Short Duration Municipal Income ETF	4,412	$216,893
DBAW	Xtrackers MSCI All World ex US Hedged Equity ETF	3,670	$174,912
FEOE	First Eagle Overseas Equity ETF	2,065	$111,035
UBND	VictoryShares Core Plus Bond ETF	4,327	$89,374
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	1,676	$78,520
IDEV	iShares Core MSCI International Developed Markets ETF	780	$69,794
LRGF	iShares U.S. Equity Factor ETF	833	$64,849
SIVR	abrdn Silver ETF Trust	1,100	$63,041
SMTH	ALPS \| Smith Core Plus Bond ETF	2,553	$62,650
LAMR	Lamar Advertising Co	405	$58,364
DFAU	Dimensional US Core Equity Market ETF	1,052	$55,082
JCPB	JPMorgan Core Plus Bond ETF	773	$34,614
DFIC	Dimensional International Core Equity 2 ETF	805	$30,276
IHAK	iShares Cybersecurity and Tech ETF	325	$21,976
AVLV	Avantis U.S. Large Cap Value ETF	227	$20,529
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	202	$20,428
DFAI	Dimensional International Core Equity Market ETF	486	$20,134
FPEI	First Trust Institutional Preferred Securities and Income ETF	1,086	$20,025
ZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	363	$19,572
XHB	State Street(R) SPDR(R) S&P(R) Homebuilders ETF	192	$18,437
DYNF	iShares U.S. Equity Factor Rotation Active ETF	184	$12,743
NUAG	Nuveen Enhanced Yield U.S. Aggregate Bond ETF	625	$12,512
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	78	$12,299
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	6,976	$352,288
NIC	Nicolet Bankshares Inc	1,017	$168,201
UFPI	Ufp Industries Inc	300	$27,222
CRM	Salesforce, Inc.	130	$20,365
MPT	Medical Properties Trust Inc	4,360	$20,143
XYZ	Block, Inc.	200	$15,200
SYY	Sysco Corp	100	$8,358
MSGK	MSG Knickerbockers Corp.	17	$6,831
IMTB	iShares Core 5-10 Year USD Bond ETF	154	$6,716
ISTB	iShares Core 1-5 Year USD Bond ETF	119	$5,741
USRT	iShares Core U.S. REIT ETF	75	$4,983
—		117	$3,552
STZ	Constellation Brands, Inc.	25	$3,477
CCI	Crown Castle Inc.	36	$2,726
IEFA	iShares Core MSCI EAFE ETF	20	$1,931
FYC	First Trust Small Cap Growth AlphaDEX Fund	15	$1,910
AIRR	First Trust Exchange-Traded Fund VI	13	$1,732
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	9	$1,725
TWIN	Twin Disc Inc	66	$1,531
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	7	$1,227
GD	General Dynamics Corp	3	$1,062
KD	Kyndryl Holdings, Inc.	26	$294
—		2	$49
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

528 tracked positions · $905,508,582 total · filing declares 530 positions · $1,064,602,633 · as of Sep 30, 2026

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

Showing 1–50 of 528 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	843,637	+5,151	$75,724,857	+2.8%	8.36%
AVIV	Avantis International Large Cap Value ETF	Reduced	671,826	-1,291	$53,497,504	+2.7%	5.91%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	317,137	-4,239	$45,997,550	+0.9%	5.08%
JBND	JPMorgan Active Bond ETF	Reduced	889,480	-225,169	$45,470,217	−23.8%	5.02%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Reduced	402,351	-647	$39,108,517	+0.8%	4.32%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Added	719,698	+18,461	$32,990,956	+2.9%	3.64%
AVDE	Avantis International Equity ETF	Added	324,659	+28,620	$29,255,022	+10.8%	3.23%
FELG	Fidelity Enhanced Large Cap Growth ETF	Added	642,615	+10,689	$28,975,510	+4.8%	3.20%
VUG	VANGUARD GROWTH INDEX FUND	Added	314,380	+3,759	$28,328,781	+5.9%	3.13%
IVV	iShares Core S&P 500 ETF	Reduced	36,053	-1,086	$27,611,190	−0.7%	3.05%
DON	WisdomTree U.S. Midcap Dividend Fund	Added	481,975	+11,894	$26,002,551	−2.1%	2.87%
PWV	Invesco Large Cap Value ETF	Reduced	317,926	-12,135	$24,257,753	−3.0%	2.68%
JMUB	JPMorgan Municipal ETF	Added	499,475	+99,380	$23,765,020	+17.3%	2.62%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	468,130	+19,060	$23,504,807	+3.9%	2.60%
PULS	PGIM Ultra Short Bond ETF	Added	456,106	+26,247	$22,559,002	+5.9%	2.49%
IMCG	iShares Morningstar Mid-Cap Growth ETF	Reduced	224,622	-513	$21,089,759	−4.7%	2.33%
CLOI	VanEck CLO ETF	NEW	358,318	NEW	$18,980,104	NEW	2.10%
HAP	VanEck Natural Resources ETF	Added	237,448	+1,252	$17,357,448	+7.1%	1.92%
DBMF	iMGP DBI Managed Futures Strategy ETF	Reduced	508,773	-3,152	$16,550,385	+5.6%	1.83%
RECS	Columbia Research Enhanced Core ETF	Added	361,202	+13,759	$16,286,598	+8.3%	1.80%
PSH	PGIM Short Duration High Yield ETF	Added	332,577	+10,764	$16,186,522	+0.8%	1.79%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	237,793	+14,976	$14,990,470	−0.4%	1.66%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	154,760	-9,942	$14,245,658	−4.7%	1.57%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	109,366	-2,610	$13,460,767	+1.0%	1.49%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	132,584	+3,686	$12,892,468	+4.6%	1.42%
SFLO	VictoryShares Small Cap Free Cash Flow ETF	Reduced	301,384	-30,538	$11,214,498	−1.2%	1.24%
CWI	Spdr Index Shares Funds	Reduced	274,095	-8,775	$11,076,178	−3.7%	1.22%
BRIE	MFS Blended Research International Equity ETF	Added	341,014	+11,347	$10,339,544	+3.4%	1.14%
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	Added	177,475	+9,909	$9,360,031	+13.3%	1.03%
AVEM	Avantis Emerging Markets Equity ETF	Added	72,680	+1,237	$6,833,373	−0.9%	0.75%
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	Reduced	76,412	-1,232	$6,763,226	−8.2%	0.75%
VIG	Vanguard Specialized Funds	Reduced	27,813	-1,770	$6,489,051	−7.3%	0.72%
FESM	Fidelity Enhanced Small Cap Core ETF	Added	137,497	+4,965	$6,180,490	−3.4%	0.68%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	100,309	-606	$6,131,889	−0.0%	0.68%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	250,161	-56,109	$6,093,921	−22.0%	0.67%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	146,544	+216	$5,760,644	−2.1%	0.64%
BBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETF	Reduced	67,421	-1,132	$5,730,110	−9.0%	0.63%
PYLD		Added	215,819	+17,296	$5,479,644	+4.1%	0.61%
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	Reduced	70,697	-304	$5,229,457	+9.4%	0.58%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Reduced	118,958	-2,167	$4,803,524	−2.3%	0.53%
ISCG	iShares Morningstar Small-Cap Growth ETF	Reduced	76,085	-1,780	$4,654,804	−8.8%	0.51%
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	Reduced	112,920	-2,790	$4,601,490	−1.6%	0.51%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	53,722	-3,344	$4,516,945	−12.1%	0.50%
DFIS	Dimensional International Small Cap ETF	Added	123,731	+11,155	$4,482,774	+13.7%	0.50%
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	Reduced	41,925	-797	$4,382,420	−8.5%	0.48%
JHMM	John Hancock Multifactor Mid Cap ETF	Added	52,887	+6,793	$3,781,420	+9.4%	0.42%
NBCM	Neuberger Commodity Strategy ETF	Added	108,029	+7,748	$3,340,256	+25.6%	0.37%
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	Reduced	56,541	-6,514	$3,247,715	−11.0%	0.36%
CSB	VictoryShares US Small Cap High Div Volatility Wtd ETF	Reduced	47,358	-4,543	$2,912,990	−14.4%	0.32%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	51,426	+3,847	$2,661,809	+8.0%	0.29%

Showing the top 50 of 528 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.