IAG Wealth Partners, LLC
Q1 2026 13F Holdings
- Locationwaukesha, WI
- Num holdings
509
- Value ($000)
$895,869
- Date Filed 04/29/2026
- Form type13F-HR
- CIK 0001827261
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STREET | MF CLOSED AND MF OPEN | 78464A854 | $64.77M | 7 % | 846,198 | ||
JPMORGAN ACTIVE | MF CLOSED AND MF OPEN | 46654Q716 | $59.66M | 7 % | 1,109,543 | ||
NYLI MACKAY | MF CLOSED AND MF OPEN | 45409F827 | $45.92M | 5 % | 1,905,068 | ||
AVANTIS INTL | MF CLOSED AND MF OPEN | 025072364 | $43.44M | 5 % | 580,522 | ||
GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430503 | $40.72M | 5 % | 325,461 | ||
WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W307 | $35.66M | 4 % | 399,184 | ||
ISHARES CORE | MF CLOSED AND MF OPEN | 46435U861 | $28.17M | 3 % | 522,211 | ||
GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430107 | $27.94M | 3 % | 647,826 | ||
WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W505 | $26.31M | 3 % | 500,699 | ||
ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $24.99M | 3 % | 38,259 |
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