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
XEL	Xcel Energy Inc Utilities	Held	1,276	0	$101,365	+7.6%	0.42%
CSCO	Cisco Systems, Inc. Technology	Added	1,292	+178	$100,246	+16.8%	0.41%
IAU	Ishares Gold Trust	Reduced	1,130	-200	$99,620	−7.7%	0.41%
SYM	Symbotic Inc. Industrials	Added	1,752	+398	$93,206	+15.7%	0.38%
SO	Southern Co Utilities	Held	926	0	$89,377	+10.7%	0.37%
WMT	Walmart Inc. Consumer Defensive	Added	714	+202	$88,735	+55.6%	0.36%
SPG	Simon Property Group Inc. Real Estate	Added	431	+116	$80,394	+37.9%	0.33%
LIN	Linde PLC Basic Materials	Added	159	+46	$78,825	+63.6%	0.32%
PRU	Prudential Financial Inc Financial Services	Added	798	+46	$77,956	−8.2%	0.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	153	+24	$75,204	+0.6%	0.31%
SLV	iShares Silver Trust	Held	1,088	0	$74,136	+5.8%	0.30%
NFG	National Fuel Gas Co Energy	Held	750	0	$70,470	+17.4%	0.29%
ADP	Automatic Data Processing Inc Technology	Added	333	+1	$67,658	−20.8%	0.28%
VZ	Verizon Communications Inc Communication Services	Reduced	1,334	-345	$66,966	−2.1%	0.27%
UPS	United Parcel Service Inc Industrials	Reduced	640	-527	$62,963	−45.6%	0.26%
PH	Parker-Hannifin Corp Industrials	Reduced	70	-1	$62,666	+0.4%	0.26%
DIS	Walt Disney Co Communication Services	Reduced	624	-295	$60,141	−42.5%	0.25%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	182	0	$59,526	+5.4%	0.24%
WELL	Welltower Inc. Real Estate	Held	300	0	$59,313	+6.5%	0.24%
FSSL	FS Specialty Lending Fund	Reduced	4,695	-1,276	$58,734	−30.4%	0.24%
NFLX	Netflix Inc Communication Services	Reduced	590	-220	$56,728	−25.3%	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	384	-55	$55,464	−11.8%	0.23%
MO	Altria Group, Inc. Consumer Defensive	Added	836	+13	$55,167	+16.3%	0.23%
ABT	Abbott Laboratories Healthcare	Added	531	+160	$54,517	+17.3%	0.22%
MS	Morgan Stanley Financial Services	Added	330	+111	$54,308	+39.7%	0.22%
FDX	Fedex Corp Industrials	Held	152	0	$54,139	+23.3%	0.22%
GLDM	World Gold Trust	Reduced	582	-411	$53,945	−36.4%	0.22%
IBIT	iShares Bitcoin Trust ETF	Reduced	1,382	-6,366	$53,096	−86.2%	0.22%
ASML	Asml Holding NV Technology	Held	40	0	$52,833	+23.5%	0.22%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	254	-31	$51,556	+6.7%	0.21%
CTAS	Cintas Corp Industrials	Held	300	0	$50,742	−10.1%	0.21%
MPC	Marathon Petroleum Corp Energy	Held	200	0	$48,836	+50.1%	0.20%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	1,000	0	$47,720	+4.2%	0.20%
BMO	Bank Of Montreal /Can/ Financial Services	Held	335	0	$45,338	+4.3%	0.19%
ROK	Rockwell Automation, Inc Industrials	Held	124	0	$44,501	−7.8%	0.18%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	353	0	$44,287	−14.4%	0.18%
MGEE	Mge Energy Inc Utilities	Reduced	528	-39	$40,809	−8.2%	0.17%
TKO	TKO Group Holdings, Inc. Communication Services	Held	200	0	$40,330	−3.5%	0.17%
GE	General Electric Co Industrials	Added	141	+26	$40,011	+13.0%	0.16%
COF	Capital One Financial Corp Financial Services	Held	216	0	$39,404	−24.7%	0.16%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	300	-45	$39,303	−3.1%	0.16%
SCHW	Schwab Charles Corp Financial Services	Held	400	0	$37,592	−5.9%	0.15%
LOW	Lowes Companies Inc Consumer Cyclical	Added	156	+100	$36,859	+172.9%	0.15%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	150	-50	$36,750	−6.7%	0.15%
DUK	Duke Energy CORP Utilities	Added	275	+167	$36,008	+184.5%	0.15%
PFE	Pfizer Inc Healthcare	Added	1,271	+10	$35,689	+13.7%	0.15%
AMD	Advanced Micro Devices Inc Technology	Added	174	+16	$35,396	+4.6%	0.15%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	127	0	$34,947	−1.3%	0.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	103	0	$34,808	+11.2%	0.14%
BNY	Bank of New York Mellon Corp Financial Services	Added	293	+190	$34,758	+190.7%	0.14%