IAG Wealth Partners, LLC
Filing Date
Global Rank
#7,227
/ 8,232
▲ 270
Top Industry
Drug Manufacturers - General
12.1%
3Y Alpha vs SPY
-4.4%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
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
+57.7%
SPY
+76.3%
Annualised alpha
-4.4%
Max drawdown
−15.2%
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 | |
| MS | Morgan Stanley | +111 | 330 | $54,308 | |
| QQQ | Invesco Qqq Trust, Series 1 | +111 | 1,373 | $792,468 | |
| 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 | |
| KMB | Kimberly Clark Corp | −150 | 328 | $31,642 | |
| FIS | Fidelity National Information Services, Inc. | −150 | 672 | $31,523 | |
| 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 | |
| IRM | Iron Mountain Inc | −59 | 236 | $24,105 | |
| GLD | Spdr Gold Trust | −59 | 649 | $279,258 | |
| PG | PROCTER & GAMBLE Co | −55 | 384 | $55,464 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | −50 | 225 | $15,864 | |
| 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. | ||||
15 positions ·
$1,128,086 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 328 | $326,829 | 28.97% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,806 | $289,446 | 25.66% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,464 | $227,344 | 20.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 714 | $88,735 | 7.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 384 | $55,464 | 4.92% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 836 | $55,167 | 4.89% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 328 | $31,642 | 2.80% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 270 | $25,196 | 2.23% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 100 | $7,133 | 0.63% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 39 | $6,448 | 0.57% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 76 | $4,380 | 0.39% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 25 | $3,750 | 0.33% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Held | 150 | $3,397 | 0.30% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 30 | $2,233 | 0.20% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 41 | $922 | 0.08% |