StockDriftsStockDriftsTop 50 IAG Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | 7.29% | 838.5K | $73.7M | -0.91%(-7.71K) | $50.61(+80.30%) | 2026-06-30 | |
| JBND | JPMORGAN ACTIVE | 5.9% | 1.11M | $59.6M | +0.46%(+5.11K) | $53.19(-1.12%) | 2026-06-30 | |
| AVIV | AVANTIS INTL | 5.16% | 673.1K | $52.1M | +15.95%(+92.59K) | $58.39(+42.45%) | 2026-06-30 | |
| MMIT | NYLI MACKAY | 4.74% | 1.97M | $47.9M | +3.26%(+62.03K) | $24.46(-1.41%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS | 4.51% | 321.4K | $45.6M | -1.26%(-4.08K) | $77.63(+91.61%) | 2026-06-30 | |
| DLN | WISDOMTREE U S | 3.84% | 403.0K | $38.8M | +0.96%(+3.81K) | $54.66(+85.04%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS | 3.17% | 701.2K | $32.0M | +8.24%(+53.41K) | $31.51(+53.14%) | 2026-06-30 | |
| DIVB | ISHARES CORE | 3.1% | 508.9K | $31.3M | -2.55%(-13.34K) | $49.22(+39.05%) | 2026-06-30 | |
| IVV | ISHARES CORE | 2.75% | 37.1K | $27.8M | -2.93%(-1.12K) | $347.15(+124.38%) | 2026-06-30 | |
| FELG | FIDELITY ENHANCED | 2.74% | 631.9K | $27.6M | +16.87%(+91.20K) | $39.64(+13.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.45% | +7.15% | +41.23% |
| Top 20 Holdings Unweighted | +13.55% | +46.42% | +7.22% | +41.71% |
IAG Wealth Partners, LLC reports $1.01B in US-listed equity holdings across 508 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.3%), JBND (5.9%) and AVIV (5.2%). The top 20 holdings account for 65.83% of reported assets. Its disclosed equity book has returned +44.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IAG Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1827261). View IAG Wealth Partners, LLC’s 13F filings on SEC