IAG Wealth Partners, LLC
511 holdingsFiling period: 2026-03-31Current AUM: $975.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | 846.2K | $64.8M | $74.4M | 7.63% | +33.9K | 2026-03-31 |
| 2 | JBND | JPMORGAN ACTIVE | 1.11M | $59.7M | $58.5M | 5.99% | -91,217 | 2026-03-31 |
| 3 | MMIT | NYLI MACKAY | 1.91M | $45.9M | $45.6M | 4.67% | +66.9K | 2026-03-31 |
| 4 | AVIV | AVANTIS INTL | 580.5K | $43.4M | $46.9M | 4.80% | +39.0K | 2026-03-31 |
| 5 | GSLC | GOLDMAN SACHS | 325.5K | $40.7M | $46.5M | 4.77% | -2,404 | 2026-03-31 |
| 6 | DLN | WISDOMTREE U S | 399.2K | $35.7M | $39.3M | 4.03% | +8.6K | 2026-03-31 |
| 7 | DIVB | ISHARES CORE | 522.2K | $28.2M | $34.4M | 3.53% | -3,784 | 2026-03-31 |
| 8 | GSIE | GOLDMAN SACHS | 647.8K | $27.9M | $30.5M | 3.12% | +47.3K | 2026-03-31 |
| 9 | DON | WISDOMTREE U S | 500.7K | $26.3M | $28.8M | 2.95% | +7.5K | 2026-03-31 |
| 10 | IVV | ISHARES CORE | 38.3K | $25.0M | $28.7M | 2.94% | -82 | 2026-03-31 |
| 11 | CTA | SIMPLIFY MANAGED | 794.9K | $24.0M | $21.6M | 2.21% | -17,108 | 2026-03-31 |
| 12 | PWV | INVESCO LARGE | 322.9K | $22.5M | $25.8M | 2.65% | -920 | 2026-03-31 |
| 13 | VUG | VANGUARD GROWTH | 50.9K | $22.2M | $26.0M | 2.67% | +2.5K | 2026-03-31 |
| 14 | AVDE | AVANTIS INTL | 255.7K | $21.7M | $23.3M | 2.39% | +44.6K | 2026-03-31 |
| 15 | JMUB | JPMORGAN | 413.2K | $20.7M | $20.6M | 2.11% | +10.5K | 2026-03-31 |
| 16 | PULS | PGIM ULTRA | 416.0K | $20.6M | $20.6M | 2.11% | -30,501 | 2026-03-31 |
| 17 | FELG | FIDELITY ENHANCED | 540.7K | $20.3M | $23.0M | 2.36% | +540.1K | 2026-03-31 |
| 18 | SPDW | STATE STREET | 414.8K | $18.9M | $20.8M | 2.13% | +38.3K | 2026-03-31 |
| 19 | HAP | VANECK NATURAL | 253.1K | $18.3M | $18.0M | 1.84% | -73,719 | 2026-03-31 |
| 20 | IMCG | ISHARES MORNINGSTAR | 230.0K | $18.1M | $21.9M | 2.24% | +6.2K | 2026-03-31 |
| 21 | DBMF | IMGP DBI | 541.2K | $16.3M | $16.7M | 1.72% | -24,148 | 2026-03-31 |
| 22 | SPTM | STATE STREET | 176.7K | $14.0M | $16.0M | 1.64% | -3,804 | 2026-03-31 |
| 23 | SPMD | STATE STREET | 229.7K | $13.6M | $15.2M | 1.55% | +3.3K | 2026-03-31 |
| 24 | RECS | COLUMBIA RESEARCH | 338.0K | $13.2M | $14.8M | 1.52% | +24.9K | 2026-03-31 |
| 25 | DGRW | WISDOMTREE US | 127.6K | $11.2M | $12.3M | 1.26% | +3.2K | 2026-03-31 |
← Scroll →
Page 1 of 21