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 51–100 of 285 positions by value · page 2 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HRL	Hormel Foods Corp /De/ Consumer Defensive	Held	150	0	$3,397	−4.4%	0.01%
EQH	Equitable Holdings, Inc. Financial Services	Held	94	0	$3,488	−22.1%	0.01%
IRWD	Ironwood Pharmaceuticals Inc Healthcare	NEW	1,000	NEW	$3,510	NEW	0.01%
LFMD	LifeMD, Inc. Healthcare	Held	1,000	0	$3,610	+5.9%	0.01%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Held	40	0	$3,616	+0.6%	0.01%
AXP	American Express Co Financial Services	NEW	12	NEW	$3,629	NEW	0.01%
UBER	Uber Technologies, Inc Technology	NEW	51	NEW	$3,668	NEW	0.02%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	25	0	$3,750	+8.7%	0.02%
EOLS	Evolus, Inc. Healthcare	Held	927	0	$3,809	−38.2%	0.02%
MATW	Matthews International Corp Industrials	Held	153	0	$3,950	−1.2%	0.02%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	76	0	$4,380	+7.1%	0.02%
CEG	Constellation Energy Corp Utilities	Held	16	0	$4,468	−20.9%	0.02%
WRAP	Wrap Technologies, Inc. Technology	Held	3,000	0	$4,620	−35.3%	0.02%
WTS	Watts Water Technologies Inc Industrials	Reduced	16	-19	$4,644	−51.9%	0.02%
RGA	Reinsurance Group Of America Inc Financial Services	Reduced	24	-17	$4,899	−41.3%	0.02%
MA	Mastercard Inc Financial Services	Held	10	0	$4,996	−12.5%	0.02%
ALB	Albemarle Corp Basic Materials	Held	28	0	$5,026	+26.9%	0.02%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Held	200	0	$5,388	+1.4%	0.02%
MSGS	Madison Square Garden Sports Corp. Communication Services	Held	17	0	$5,463	+24.2%	0.02%
MET	Metlife Inc Financial Services	Held	80	0	$5,657	−10.4%	0.02%
AVXL	Anavex Life Sciences Corp. Healthcare	Held	1,880	0	$5,771	−13.8%	0.02%
WAT	Waters Corp /De/ Healthcare	NEW	20	NEW	$5,956	NEW	0.02%
DOV	DOVER Corp Industrials	Reduced	30	-3	$6,253	−2.9%	0.03%
MTN	Vail Resorts Inc Consumer Cyclical	Held	50	0	$6,416	−3.4%	0.03%
PM	Philip Morris International Inc. Consumer Defensive	Held	39	0	$6,448	+3.1%	0.03%
BAC	Bank Of America Corp /De/ Financial Services	Held	133	0	$6,483	−11.4%	0.03%
INFY	Infosys Ltd Technology	Held	496	0	$6,700	−24.2%	0.03%
COIN	Coinbase Global, Inc. Financial Services	NEW	39	NEW	$6,809	NEW	0.03%
SYY	Sysco Corp Consumer Defensive	Held	100	0	$7,133	−3.2%	0.03%
MMM	3M Co Industrials	Held	50	0	$7,261	−9.3%	0.03%
INTU	Intuit Inc. Technology	Held	17	0	$7,350	−34.7%	0.03%
ITW	Illinois Tool Works Inc Industrials	Held	29	0	$7,548	+5.7%	0.03%
RPM	Rpm International Inc/De/ Basic Materials	Held	77	0	$7,653	−4.4%	0.03%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	544	-1,767	$8,638	−85.7%	0.04%
OTTR	Otter Tail Corp Industrials	Held	100	0	$8,777	+8.6%	0.04%
PBA	Pembina Pipeline Corp Energy	Held	200	0	$8,952	+17.6%	0.04%
LEGN	Legend Biotech Corp Healthcare	NEW	500	NEW	$9,045	NEW	0.04%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	84	0	$9,093	+8.4%	0.04%
IOVA	Iovance Biotherapeutics, Inc. Healthcare	NEW	2,620	NEW	$9,196	NEW	0.04%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	17	0	$9,552	−16.9%	0.04%
JOBY	Joby Aviation, Inc. Industrials	Held	1,200	0	$9,912	−37.4%	0.04%
FAST	Fastenal Co Industrials	Held	214	0	$9,929	+15.6%	0.04%
OKE	Oneok Inc /New/ Energy	Held	112	0	$10,123	+23.0%	0.04%
ADI	Analog Devices Inc Technology	Held	32	0	$10,180	+17.3%	0.04%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	420	+220	$10,869	+77.9%	0.04%
NBIS	Nebius Group N.V. Communication Services	Reduced	105	-6	$10,894	+17.3%	0.04%
MPWR	Monolithic Power Systems Inc Technology	Held	10	0	$10,933	+20.6%	0.04%
RIO	Rio Tinto PLC Basic Materials	Held	118	0	$11,008	+16.6%	0.05%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Held	137	0	$11,088	+17.6%	0.05%
AG	First Majestic Silver Corp Basic Materials	Reduced	520	-245	$11,169	−12.4%	0.05%