IAG Wealth Partners, LLC
511 holdingsFiling period: 2026-06-30Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | 838.5K | $73.7M | $74.6M | 7.26% | -7,712 | 2026-06-30 |
| 2 | JBND | JPMORGAN ACTIVE | 1.11M | $59.6M | $57.8M | 5.62% | +5.1K | 2026-06-30 |
| 3 | AVIV | AVANTIS INTL | 673.1K | $52.1M | $55.2M | 5.37% | +92.6K | 2026-06-30 |
| 4 | MMIT | NYLI MACKAY | 1.97M | $47.9M | $46.0M | 4.48% | +62.0K | 2026-06-30 |
| 5 | GSLC | GOLDMAN SACHS | 321.4K | $45.6M | $46.5M | 4.52% | -4,085 | 2026-06-30 |
| 6 | DLN | WISDOMTREE U S | 403.0K | $38.8M | $40.0M | 3.90% | +3.8K | 2026-06-30 |
| 7 | GSIE | GOLDMAN SACHS | 701.2K | $32.0M | $33.0M | 3.21% | +53.4K | 2026-06-30 |
| 8 | DIVB | ISHARES CORE | 508.9K | $31.3M | $34.9M | 3.39% | -13,341 | 2026-06-30 |
| 9 | IVV | ISHARES CORE | 37.1K | $27.8M | $28.2M | 2.74% | -1,120 | 2026-06-30 |
| 10 | FELG | FIDELITY ENHANCED | 631.9K | $27.6M | $27.5M | 2.68% | +91.2K | 2026-06-30 |
| 11 | VUG | VANGUARD GROWTH | 310.6K | $26.8M | $27.0M | 2.63% | +259.8K | 2026-06-30 |
| 12 | DON | WISDOMTREE U S | 470.1K | $26.6M | $26.6M | 2.59% | -30,618 | 2026-06-30 |
| 13 | AVDE | AVANTIS INTL | 296.0K | $26.4M | $27.2M | 2.65% | +40.3K | 2026-06-30 |
| 14 | PWV | INVESCO LARGE | 330.1K | $25.0M | $27.0M | 2.63% | +7.1K | 2026-06-30 |
| 15 | SPDW | STATE STREET | 449.1K | $22.6M | $22.8M | 2.22% | +34.2K | 2026-06-30 |
| 16 | IMCG | ISHARES MORNINGSTAR | 225.1K | $22.1M | $21.1M | 2.05% | -4,820 | 2026-06-30 |
| 17 | PULS | PGIM ULTRA | 429.9K | $21.3M | $21.3M | 2.08% | +13.9K | 2026-06-30 |
| 18 | CTA | SIMPLIFY MANAGED | 821.0K | $21.3M | $25.5M | 2.48% | +26.2K | 2026-06-30 |
| 19 | JMUB | JPMORGAN | 400.1K | $20.3M | $19.4M | 1.89% | -13,115 | 2026-06-30 |
| 20 | HAP | VANECK NATURAL | 236.2K | $16.2M | $18.2M | 1.77% | -16,899 | 2026-06-30 |
| 21 | PSH | PGIM SHORT | 321.8K | $16.1M | $15.9M | 1.55% | +319.5K | 2026-06-30 |
| 22 | DBMF | IMGP DBI | 511.9K | $15.7M | $16.5M | 1.61% | -29,245 | 2026-06-30 |
| 23 | SPMD | STATE STREET | 222.8K | $15.1M | $14.3M | 1.40% | -6,854 | 2026-06-30 |
| 24 | RECS | COLUMBIA RESEARCH | 347.4K | $15.0M | $15.6M | 1.52% | +9.5K | 2026-06-30 |
| 25 | SPTM | STATE STREET | 164.7K | $15.0M | $15.1M | 1.47% | -12,018 | 2026-06-30 |
← Scroll →
Page 1 of 21