IAG Wealth Partners, LLC

CIK

1827261

Location

Waukesha, WI

Portfolio Value

Micro $24,392,135

Diversification

Diversified

Filing Date

Global Rank

#7,579 / 8,586 ▲ 148

Top Industry

Drug Manufacturers - General 12.1%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed Apr 29, 2026 · 48d

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

+58.3%

SPY

+78.1%

Annualised alpha

-4.7%

Max drawdown

−14.9%

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
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	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
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

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
AVNS	Avanos Medical, Inc. Healthcare	Held	2	0	$28	+27.3%	0.00%
ACCO	ACCO BRANDS Corp Industrials	Held	18	0	$54	−19.4%	0.00%
WEN	Wendy's Co Consumer Cyclical	Held	27	0	$187	−16.5%	0.00%
NOK	Nokia Corp Technology	Held	29	0	$233	+24.6%	0.00%
NKE	NIKE, Inc. Consumer Cyclical	Held	6	0	$316	−17.3%	0.00%
ANGX	Angel Studios, Inc. Communication Services	Held	145	0	$442	−34.7%	0.00%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Held	6	0	$443	+8.3%	0.00%
UEC	Uranium Energy Corp Energy	Held	33	0	$445	+15.6%	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Held	65	0	$451	−10.7%	0.00%
C	Citigroup Inc Financial Services	Held	4	0	$453	−2.8%	0.00%
PNW	Pinnacle West Capital Corp Utilities	Held	5	0	$503	+13.5%	0.00%
QS	QuantumScape Corp Consumer Cyclical	Held	80	0	$510	−38.8%	0.00%
NAT	NORDIC AMERICAN TANKERS Ltd Energy	Held	100	0	$586	+70.3%	0.00%
FITB	Fifth Third Bancorp Financial Services	Held	13	0	$603	−0.8%	0.00%
MBC	MasterBrand, Inc. Consumer Cyclical	Held	80	0	$664	−24.8%	0.00%
GIL	Gildan Activewear Inc. Consumer Cyclical	NEW	12	NEW	$667	NEW	0.00%
BHF	Brighthouse Financial, Inc. Financial Services	Held	13	0	$778	−7.6%	0.00%
SOLV	Solventum Corp Healthcare	Held	12	0	$783	−17.6%	0.00%
DGX	Quest Diagnostics Inc Healthcare	Held	4	0	$783	+12.8%	0.00%
KHC	Kraft Heinz Co Consumer Defensive	Held	41	0	$922	−7.2%	0.00%
ELS	Equity Lifestyle Properties Inc Real Estate	Held	15	0	$936	+3.0%	0.00%
FIP	FTAI Infrastructure Inc. Industrials	Held	200	0	$988	+7.2%	0.00%
TWIN	Twin Disc Inc Industrials	Held	66	0	$994	−9.6%	0.00%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	14	0	$996	−13.2%	0.00%
GD	General Dynamics Corp Industrials	Reduced	3	-12	$1,029	−79.6%	0.00%
TECH	BIO-TECHNE Corp Healthcare	Held	20	0	$1,045	−11.1%	0.00%
CBRL	Cracker Barrel Old Country Store, Inc Consumer Cyclical	Held	40	0	$1,124	+10.6%	0.00%
VAC	MARRIOTT VACATIONS WORLDWIDE Corp Consumer Cyclical	Held	19	0	$1,237	+12.9%	0.01%
AMP	Ameriprise Financial Inc Financial Services	Held	3	0	$1,333	−9.4%	0.01%
DJT	Trump Media & Technology Group Corp. Communication Services	Held	156	0	$1,447	−29.9%	0.01%
VIA	Via Transportation, Inc. Technology	NEW	100	NEW	$1,500	NEW	0.01%
VSNT	Versant Media Group, Inc. Communication Services	NEW	43	NEW	$1,591	NEW	0.01%
VOD	Vodafone Group Public Ltd Co Communication Services	Held	109	0	$1,637	+13.8%	0.01%
QDEL	QuidelOrtho Corp Healthcare	Held	100	0	$1,643	−42.5%	0.01%
BP	Bp PLC Energy	Held	40	0	$1,880	+35.3%	0.01%
TOL	Toll Brothers, Inc. Consumer Cyclical	Held	15	0	$2,047	+0.9%	0.01%
DEO	Diageo PLC Consumer Defensive	Held	30	0	$2,233	−13.7%	0.01%
CSIQ	Canadian Solar Inc. Technology	Held	167	0	$2,312	−41.7%	0.01%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	20	0	$2,352	+0.3%	0.01%
EXC	Exelon Corp Utilities	Held	49	0	$2,401	+12.5%	0.01%
ZIM	ZIM Integrated Shipping Services Ltd. Industrials	Held	97	0	$2,555	+24.1%	0.01%
IREN	IREN Ltd Financial Services	Reduced	78	-6	$2,673	−15.7%	0.01%
FE	Firstenergy Corp Utilities	Held	53	0	$2,684	+13.2%	0.01%
SILA	Sila Realty Trust, Inc. Real Estate	Held	117	0	$2,770	+1.6%	0.01%
CCI	Crown Castle Inc. Real Estate	Held	36	0	$2,927	−8.5%	0.01%
FBIN	Fortune Brands Innovations, Inc. Industrials	Held	80	0	$3,117	−22.1%	0.01%
DELL	Dell Technologies Inc. Technology	Held	19	0	$3,118	+30.4%	0.01%
BSX	Boston Scientific Corp Healthcare	Held	50	0	$3,137	−34.2%	0.01%
SHEL	Shell plc Energy	NEW	34	NEW	$3,162	NEW	0.01%
GLW	Corning Inc /Ny Technology	Held	24	0	$3,263	+55.3%	0.01%