IAG Wealth Partners, LLC
485 holdingsFiling period: 2026-06-30Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | State Street | 838.5K | $73.7M | $75.5M | 7.37% | -7,712 | 2026-06-30 |
| 2 | JBND | JPMorgan Active | 1.11M | $59.6M | $57.8M | 5.64% | +5.1K | 2026-06-30 |
| 3 | AVIV | Avantis Intl | 673.1K | $52.1M | $53.5M | 5.22% | +92.6K | 2026-06-30 |
| 4 | MMIT | Nyli Mackay | 1.97M | $47.9M | $46.5M | 4.54% | +62.0K | 2026-06-30 |
| 5 | GSLC | Goldman Sachs | 321.4K | $45.6M | $47.0M | 4.59% | -4,085 | 2026-06-30 |
| 6 | DLN | WisdomTree U S | 403.0K | $38.8M | $40.4M | 3.94% | +3.8K | 2026-06-30 |
| 7 | GSIE | Goldman Sachs | 701.2K | $32.0M | $32.3M | 3.15% | +53.4K | 2026-06-30 |
| 8 | DIVB | iShares Core | 508.9K | $31.3M | $36.0M | 3.52% | -13,341 | 2026-06-30 |
| 9 | IVV | iShares Core | 37.1K | $27.8M | $28.5M | 2.79% | -1,120 | 2026-06-30 |
| 10 | FELG | Fidelity Enhanced | 631.9K | $27.6M | $27.4M | 2.68% | +91.2K | 2026-06-30 |
| 11 | VUG | Vanguard Growth | 310.6K | $26.8M | $27.2M | 2.66% | +259.8K | 2026-06-30 |
| 12 | DON | WisdomTree U S | 470.1K | $26.6M | $26.7M | 2.61% | -30,618 | 2026-06-30 |
| 13 | AVDE | Avantis Intl | 296.0K | $26.4M | $26.4M | 2.58% | +40.3K | 2026-06-30 |
| 14 | PWV | Invesco Large | 330.1K | $25.0M | $26.3M | 2.57% | +7.1K | 2026-06-30 |
| 15 | SPDW | State Street | 449.1K | $22.6M | $22.1M | 2.16% | +34.2K | 2026-06-30 |
| 16 | IMCG | iShares Morningstar | 225.1K | $22.1M | $21.2M | 2.07% | -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 | $24.9M | 2.43% | +26.2K | 2026-06-30 |
| 19 | JMUB | JPMorgan | 400.1K | $20.3M | $19.6M | 1.91% | -13,115 | 2026-06-30 |
| 20 | HAP | VanEck Natural | 236.2K | $16.2M | $17.4M | 1.70% | -16,899 | 2026-06-30 |
| 21 | PSH | Pgim Short | 321.8K | $16.1M | $15.7M | 1.54% | +319.5K | 2026-06-30 |
| 22 | DBMF | Imgp Dbi | 511.9K | $15.7M | $16.7M | 1.63% | -29,245 | 2026-06-30 |
| 23 | SPMD | State Street | 222.8K | $15.1M | $14.2M | 1.39% | -6,854 | 2026-06-30 |
| 24 | RECS | Columbia Research | 347.4K | $15.0M | $15.8M | 1.54% | +9.5K | 2026-06-30 |
| 25 | SPTM | State Street | 164.7K | $15.0M | $15.2M | 1.49% | -12,018 | 2026-06-30 |
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