account_balance
Investment manager · 13F filer · SEC CIK 1827261
IAG Wealth Partners, LLC
Reported value$1.06Bas of Sep 30, 2026
Positions530 45 new, 23 sold out
Top 10 weight39.8%SPYM alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMState Street
7.1%
AVIVAvantis Intl
5.0%
GSLCGoldman Sachs
4.3%
JBNDJPMorgan Active
4.3%Trimmed −20%
MMITNylim Mackay
4.1%Trimmed −3%
DLNWisdomtree U S
3.7%
GSIEGoldman Sachs
3.1%Added +3%
DIVBiShares Core
2.7%Trimmed −11%
AVDEAvantis Intl
2.7%Added +10%
FELGFidelity Enhanced
2.7%
VUGVanguard Morningstar
2.7%
IVViShares Core
2.6%Trimmed −3%
SPYMState Street
7.1%
AVIVAvantis Intl
5.0%
GSLCGoldman Sachs
4.3%
JBNDJPMorgan Active
4.3%−20%
MMITNylim Mackay
4.1%−3%
DLNWisdomtree U S
3.7%
GSIEGoldman Sachs
3.1%
DIVBiShares Core
2.7%
AVDEAvantis Intl
2.7%
FELG2.7%
VUG2.7%
IVV2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM State Street 7.1% Held
AVIV Avantis Intl 5.0% Held
GSLC Goldman Sachs 4.3% Held
JBND JPMorgan Active 4.3% Trimmed −20%
MMIT Nylim Mackay 4.1% Trimmed −3%
DLN Wisdomtree U S 3.7% Held
GSIE Goldman Sachs 3.1% Added +3%
DIVB iShares Core 2.7% Trimmed −11%
AVDE Avantis Intl 2.7% Added +10%
FELG Fidelity Enhanced 2.7% Held
VUG Vanguard Morningstar 2.7% Held
IVV iShares Core 2.6% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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