IAG Wealth Partners, LLC
Follow13F filer, CIK 1827261, WAUKESHA, WI
IAG Wealth Partners, LLC reported $895,868,587 across 509 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 44.38% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-051488
- Period
- 2026-03-31
- Reported value
- $896M
- Holdings
- 509
- Top 10 weight
- 44.38%
- New
- 36
- Sold out
- 24
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FELGadded | +540,060 | $20.2M |
| AVDEadded | +44,592 | $3.78M |
| AVIVadded | +39,017 | $2.92M |
| SPYMadded | +33,910 | $2.6M |
| GSIEadded | +47,323 | $2.04M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HAPreduced | -73,719 | -$5.34M |
| JBNDreduced | -91,217 | -$4.9M |
| SFLOreduced | -56,237 | -$1.69M |
| PULSreduced | -30,501 | -$1.51M |
| MFSGreduced | -40,308 | -$1.03M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001104659-26-051488, largest first. % of portfolio is the value over $895,868,587, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LUMNLUMEN TECHNOLOGIES INC | 65 | $452 | <0.01% | 0 | Timeline | ||
| UECURANIUM ENERGY CORP | 33 | $446 | <0.01% | 0 | Timeline | ||
| QSRRESTAURANT BRANDS INTL INC | 6 | $443 | <0.01% | 0 | Timeline | ||
| ANGXANGEL STUDIOS INC. | 145 | $442 | <0.01% | 0 | Timeline | ||
| NKENIKE INC | 6 | $317 | <0.01% | 0 | Timeline | ||
| NOKNOKIA CORP | 29 | $233 | <0.01% | 0 | Timeline | ||
| WENWENDYS CO | 27 | $188 | <0.01% | 0 | Timeline | ||
| ACCOACCO BRANDS CORP | 18 | $54 | <0.01% | 0 | Timeline | ||
| AVNSAVANOS MED INC | 2 | $28 | <0.01% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| RWRSPDR SERIES TRUST | 875 | $86K | shares |
| JAAAJANUS DETROIT STR TR | 1,340 | $67.8K | shares |
| FLINFRANKLIN TEMPLETON ETF TR | 1,700 | $65.6K | shares |
| EXASEXACT SCIENCES CORP | 640 | $65K | shares |
| DVYISHARES TR | 412 | $58.1K | shares |
| AOSSMITH A O CORP | 261 | $17.5K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 36 | $12.2K | shares |
| NGDNEW GOLD INC | 1,400 | $12.2K | shares |
| OSCROSCAR HEALTH INC | 538 | $7.73K | shares |
| OEFISHARES TR | 19 | $6.52K | shares |
| MSMMSC INDL DIRECT INC | 59 | $4.96K | shares |
| SCHFSCHWAB STRATEGIC TR | 138 | $3.32K | shares |
| IGSBISHARES TR | 60 | $3.17K | shares |
| SPIBSPDR SERIES TRUST | 93 | $3.14K | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 66 | $3K | shares |
| TDIVFIRST TR EXCHANGE TRADED FD | 30 | $2.9K | shares |
| VOTVANGUARD INDEX FDS | 4 | $1.12K | shares |
| TSCOTRACTOR SUPPLY CO | 11 | $550 | shares |
| NDSNNORDSON CORP | 2 | $481 | shares |
| ORCORCHID IS CAP INC | 66 | $475 | shares |
| CLCOLGATE PALMOLIVE CO | 6 | $474 | shares |
| TGTTARGET CORP | 4 | $391 | shares |
| BBAIBIGBEAR AI HLDGS INC | 41 | $221 | shares |
| USBUS BANCORP | 0 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001104659-26-051488 | base | 2026-04-29 | acceptance time not in the bulk data set |