IAG Wealth Partners, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$863.6M
Holdings
497
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSTATE STREET | 812,288 | $65.2M | 7.55% | |
| 2 | JBNDJPMORGAN ACTIVE | 1,200,760 | $64.9M | 7.52% | |
| 3 | MMITNYLI MACKAY | 1,838,192 | $44.7M | 5.18% | |
| 4 | GSLCGOLDMAN SACHS | 327,865 | $43.4M | 5.03% | |
| 5 | AVIVAVANTIS INTL | 541,505 | $38.6M | 4.47% | |
| 6 | DLNWISDOMTREE U S | 390,561 | $34.4M | 3.98% | |
| 7 | DIVBISHARES CORE | 525,995 | $28.0M | 3.24% | |
| 8 | IVVISHARES CORE | 38,341 | $26.3M | 3.04% | |
| 9 | GSIEGOLDMAN SACHS | 600,503 | $25.8M | 2.99% | |
| 10 | DONWISDOMTREE U S | 493,195 | $25.4M | 2.95% | |
| 11 | VUGVANGUARD GROWTH | 48,355 | $23.6M | 2.73% | |
| 12 | PULSPGIM ULTRA | 446,506 | $22.1M | 2.56% | |
| 13 | CTASIMPLIFY MANAGED | 811,968 | $22.1M | 2.56% | |
| 14 | PWVINVESCO LARGE | 323,838 | $21.5M | 2.49% | |
| 15 | JMUBJPMORGAN | 402,722 | $20.3M | 2.35% | |
| 16 | HAPVANECK NATURAL | 326,814 | $19.7M | 2.28% | |
| 17 | IMCGISHARES MORNINGSTAR | 223,763 | $17.9M | 2.07% | |
| 18 | AVDEAVANTIS INTL | 211,150 | $17.4M | 2.01% | |
| 19 | SPDWSPDR DEVELOPED | 376,541 | $16.7M | 1.94% | |
| 20 | DBMFIMGP DBI | 565,318 | $15.9M | 1.84% | |
| 21 | SPTMSTATE STREET | 180,524 | $14.9M | 1.72% | |
| 22 | SPMDSTATE STREET | 226,396 | $13.1M | 1.52% | |
| 23 | RECSCOLUMBIA RESEARCH | 313,041 | $12.8M | 1.48% | |
| 24 | SFLOVICTORYSHARES SMALL | 399,022 | $11.8M | 1.36% | |
| 25 | SPYGSTATE STREET | 109,340 | $11.7M | 1.35% | |
| 26 | DGRWWISDOMTREE US | 124,460 | $11.1M | 1.29% | |
| 27 | IWYISHARES RUSSELL | 37,126 | $10.3M | 1.19% | |
| 28 | CWISPDR MSCI | 272,251 | $9.8M | 1.13% | |
| 29 | SPABSTATE STREET | 294,073 | $7.6M | 0.88% | |
| 30 | GUNRFLEXSHARES MORNINGSTAR | 157,262 | $7.2M | 0.83% | |
| 31 | MDYVSTATE STREET | 83,411 | $7.1M | 0.82% | |
| 32 | VIGVANGUARD DIVIDEND | 30,267 | $6.7M | 0.77% | |
| 33 | SPSMSTATE STREET | 131,075 | $6.1M | 0.71% | |
| 34 | SPYVSTATE STREET | 104,639 | $5.9M | 0.69% | |
| 35 | AVEMAVANTIS EMERGING | 67,625 | $5.2M | 0.60% | |
| 36 | DFAEDIMENSIONAL EMERGING | 157,269 | $5.1M | 0.59% | |
| 37 | BBSCJPMORGAN | 64,478 | $4.8M | 0.55% | |
| 38 | SPHQINVESCO S&P | 63,257 | $4.7M | 0.55% | |
| 39 | PYLDPIMCO ENHANCED | 168,505 | $4.5M | 0.52% | |
| 40 | RODMHARTFORD MULTIFACTOR | 120,392 | $4.5M | 0.52% | |
| 41 | MDYGSTATE STREET | 46,953 | $4.3M | 0.50% | |
| 42 | GNRSPDR S&P | 68,482 | $4.3M | 0.49% | |
| 43 | ISCGISHARES MORNINGSTAR | 76,183 | $4.2M | 0.49% | |
| 44 | FMDEFIDELITY ENHANCED | 108,680 | $4.0M | 0.46% | |
| 45 | FESMFIDELITY COVINGTON | 94,623 | $3.6M | 0.41% | |
| 46 | FLQMFRANKLIN US | 61,822 | $3.5M | 0.40% | |
| 47 | NBCMNEUBERGER COMMODITY | 149,246 | $3.4M | 0.39% | |
| 48 | DFISDIMENSIONAL INTL | 95,894 | $3.2M | 0.37% | |
| 49 | JHMMJOHN HANCOCK | 44,608 | $2.9M | 0.34% | |
| 50 | CSBVICTORYSHARES US | 49,768 | $2.9M | 0.34% | |
| 51 | BRK/BBERKSHIRE HATHAWAY | 4,819 | $2.4M | 0.28% | |
| 52 | BBUSJPMORGAN BETABUILDERS | 19,223 | $2.4M | 0.27% | |
| 53 | HTABHARTFORD SCHRODERS | 120,075 | $2.3M | 0.27% | |
| 54 | JSMDJANUS DETROIT | 28,093 | $2.3M | 0.27% | |
| 55 | HELOJPMORGAN HEDGED | 32,463 | $2.2M | 0.25% | |
| 56 | AVDVAVANTIS INTL | 22,870 | $2.1M | 0.25% | |
| 57 | SPEMSPDR EMERGING | 45,064 | $2.1M | 0.24% | |
| 58 | JMSTJPMORGAN | 33,831 | $1.7M | 0.20% | |
| 59 | SMLVSTATE STREET | 12,528 | $1.6M | 0.19% | |
| 60 | AAPLAPPLE INC | 5,908 | $1.6M | 0.19% | |
| 61 | SJNKSTATE STREET | 59,921 | $1.5M | 0.18% | |
| 62 | JNJJOHNSON & JOHNSON | 7,094 | $1.5M | 0.17% | |
| 63 | VTIVANGUARD TOTAL | 4,065 | $1.4M | 0.16% | |
| 64 | DESWISDOMTREE U S | 39,777 | $1.3M | 0.15% | |
| 65 | VOOVANGUARD S&P | 2,094 | $1.3M | 0.15% | |
| 66 | PBUSINVESCO MSCI | 18,816 | $1.3M | 0.15% | |
| 67 | MFSGMFS ACTIVE | 42,182 | $1.2M | 0.14% | |
| 68 | SPGMSPDR MSCI | 15,351 | $1.2M | 0.14% | |
| 69 | SCHMSCHWAB US | 38,691 | $1.2M | 0.13% | |
| 70 | WECWEC ENERGY | 10,147 | $1.1M | 0.12% | |
| 71 | MSFTMICROSOFT CORP | 2,199 | $1.1M | 0.12% | |
| 72 | BBMCJPMORGAN BETABUILDERS | 8,771 | $935K | 0.11% | |
| 73 | CGGECAPITAL GROUP | 28,501 | $901K | 0.10% | |
| 74 | NVDANVIDIA CORP | 4,815 | $898K | 0.10% | |
| 75 | SLYVSTATE STREET | 9,160 | $833K | 0.10% | |
| 76 | NUMGNUVEEN ESG | 17,212 | $821K | 0.10% | |
| 77 | VWOVANGUARD FSTE | 15,157 | $814K | 0.09% | |
| 78 | VSSVANGUARD FTSE | 5,547 | $795K | 0.09% | |
| 79 | NDQINVESCO QQQ | 1,262 | $775K | 0.09% | |
| 80 | GEMGOLDMAN SACHS | 17,640 | $734K | 0.08% | |
| 81 | IWMISHARES RUSSELL | 2,932 | $721K | 0.08% | |
| 82 | IWFISHARES RUSSELL | 1,344 | $636K | 0.07% | |
| 83 | JSMLJANUS DETROIT | 8,139 | $598K | 0.07% | |
| 84 | LLYELI LILLY | 462 | $496K | 0.06% | |
| 85 | USFRWISDOMTREE FLOATING | 8,674 | $436K | 0.05% | |
| 86 | SLYGSTATE STREET | 4,491 | $423K | 0.05% | |
| 87 | SPSBSTATE STREET | 14,039 | $423K | 0.05% | |
| 88 | IJHISHARES CORE | 6,161 | $406K | 0.05% | |
| 89 | IBITISHARES BITCOIN | 7,748 | $384K | 0.04% | |
| 90 | JCIJOHNSON CONTROLS | 3,204 | $383K | 0.04% | |
| 91 | VBVANGUARD SMALL | 1,469 | $378K | 0.04% | |
| 92 | SPYSPDR S&P | 554 | $377K | 0.04% | |
| 93 | AMZNAMAZON COM | 1,637 | $377K | 0.04% | |
| 94 | VTVVANGUARD VALUE | 1,942 | $370K | 0.04% | |
| 95 | JPMJPMORGAN CHASE | 1,140 | $367K | 0.04% | |
| 96 | FVDFIRST TRUST | 7,869 | $362K | 0.04% | |
| 97 | MTUMISHARES MSCI | 1,432 | $358K | 0.04% | |
| 98 | HDHOME DEPOT | 995 | $342K | 0.04% | |
| 99 | VNLAJANUS HENDERSON | 6,649 | $326K | 0.04% | |
| 100 | IJRISHARES CORE | 2,613 | $314K | 0.04% |
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