IAG Wealth Partners, LLC
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 · 49d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 18.9% | $4,604,413 |
| Financial Services | 16.4% | $3,997,131 |
| Healthcare | 12.4% | $3,030,753 |
| Industrials | 12.2% | $2,983,888 |
| Unclassified | 9.6% | $2,353,267 |
| Utilities | 9.6% | $2,343,397 |
| Consumer Cyclical | 6.0% | $1,459,034 |
| Consumer Defensive | 4.6% | $1,128,086 |
| Energy | 4.2% | $1,023,194 |
| Communication Services | 2.9% | $711,968 |
| Real Estate | 1.7% | $407,743 |
| Basic Materials | 1.4% | $349,261 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 101–150
of 285 positions by value
· page 3 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FOXA |
Fox Corp
Communication Services
|
NEW | 193 | $11,271 | 0.05% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 29 | $11,321 | 0.05% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 100 | $11,499 | 0.05% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 43 | $11,948 | 0.05% | |
| LYFT |
Lyft, Inc.
Technology
|
Added | 900 | $11,970 | 0.05% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 326 | $11,980 | 0.05% | |
| XYZ |
Block, Inc.
Technology
|
Held | 200 | $12,036 | 0.05% | |
| LCNB |
Lcnb Corp
Financial Services
|
Held | 800 | $12,472 | 0.05% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
NEW | 694 | $13,026 | 0.05% | |
| HELP |
Cybin Inc.
Healthcare
|
Held | 2,750 | $13,200 | 0.05% | |
| O |
Realty Income Corp
Real Estate
|
Held | 218 | $13,337 | 0.05% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 20 | $13,622 | 0.06% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 12 | $13,907 | 0.06% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 516 | $14,169 | 0.06% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Held | 84 | $14,453 | 0.06% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 75 | $14,560 | 0.06% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 140 | $14,637 | 0.06% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 73 | $15,135 | 0.06% | |
| BMI |
Badger Meter Inc
Technology
|
Held | 100 | $15,235 | 0.06% | |
| PSX |
Phillips 66
Energy
|
Held | 85 | $15,485 | 0.06% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Reduced | 225 | $15,864 | 0.07% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Held | 300 | $15,888 | 0.07% | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 45 | $15,923 | 0.07% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 71 | $16,048 | 0.07% | |
| AVA |
Avista Corp
Utilities
|
Held | 400 | $16,056 | 0.07% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 67 | $16,240 | 0.07% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 19 | $16,441 | 0.07% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 67 | $16,788 | 0.07% | |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
Held | 34 | $16,794 | 0.07% | |
| RF |
Regions Financial Corp
Financial Services
|
NEW | 643 | $16,795 | 0.07% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 20 | $17,458 | 0.07% | |
| EGP |
Eastgroup Properties Inc
Real Estate
|
Held | 95 | $17,583 | 0.07% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 1,527 | $17,621 | 0.07% | |
| SGOL |
abrdn Gold ETF Trust
|
NEW | 396 | $17,669 | 0.07% | |
| DRS |
Leonardo DRS, Inc.
Industrials
|
Held | 400 | $17,808 | 0.07% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 142 | $18,286 | 0.07% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 207 | $18,545 | 0.08% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 287 | $19,079 | 0.08% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 60 | $19,233 | 0.08% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 72 | $19,482 | 0.08% | |
| MPT |
Medical Properties Trust Inc
Real Estate
|
Added | 4,279 | $19,811 | 0.08% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 325 | $19,841 | 0.08% | |
| CCJ |
Cameco Corp
Energy
|
Held | 184 | $19,984 | 0.08% | |
| EOG |
Eog Resources Inc
Energy
|
Held | 139 | $20,095 | 0.08% | |
| HOG |
Harley-Davidson, Inc.
Consumer Cyclical
|
Held | 999 | $20,199 | 0.08% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 335 | $20,317 | 0.08% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Held | 222 | $20,439 | 0.08% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 60 | $20,709 | 0.08% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 62 | $20,946 | 0.09% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 477 | $21,574 | 0.09% |