Latest IAG Wealth Partners, LLC Stock Portfolio

IAG Wealth Partners, LLC Performance:

2025 Q4: 1.41%YTD: 12.38%2024: 9.93%

Performance for 2025 Q4 is 1.41%, and YTD is 12.38%, and 2024 is 9.93%.

About IAG Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, IAG Wealth Partners, LLC reported an equity portfolio of $863.6 Millions as of 31 Dec, 2025.

The top stock holdings of IAG Wealth Partners, LLC are BIL, , ESGB. The fund has invested 7.5% of it's portfolio in STATE STREET and 7.5% of portfolio in JPMORGAN ACTIVE.

The fund managers got completely rid off U S BANCORP DE (USB), SCORPIO TANKERS and VANECK MORNINGSTAR (BUZZ) stocks. They significantly reduced their stock positions in TOLL BROTHERS (TOL), GE HEALTHCARE and 3M COMPANY (MMM). IAG Wealth Partners, LLC opened new stock positions in FS SPECIALTY, HEWLETT PACKARD (HPE) and SMITH AO (AOS). The fund showed a lot of confidence in some stocks as they added substantially to VICTORYSHARES SMALL (MDCP), FIDELITY ENHANCED and BITMINE IMMERSION (BMNR).

IAG Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that IAG Wealth Partners, LLC made a return of 1.41% in the last quarter. In trailing 12 months, it's portfolio return was 12.38%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fs specialty	84,431
hewlett packard	23,420
smith ao	17,456
nebius group	9,292
rpm intl inc	8,008
ishares s&p	6,516
philip morris	6,256
putnam focused	5,787

New stocks bought by IAG Wealth Partners, LLC

Additions

Ticker	% Inc.
victoryshares small	7,380
fidelity enhanced	2,267
bitmine immersion	870
netflix inc	701
mfs active	676
servicenow inc	233
strategy inc	147
spdr s&p	117

Additions to existing portfolio by IAG Wealth Partners, LLC

Reductions

Ticker	% Reduced
toll brothers	-94.07
ge healthcare	-90.00
solventum corp	-87.1
3m company	-86.7
capital group	-85.83
ge vernova	-82.14
ishares msci	-77.43
ge aerospace	-76.34

IAG Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
scorpio tankers	-119,891
lyondellbasell industrie	-23,294
nu holdings	-1,041
chubb ltd	0.00

IAG Wealth Partners, LLC got rid off the above stocks

Sector Distribution

IAG Wealth Partners, LLC has about 96.7% of it's holdings in Others sector.

Sector	%
Others	96.7
Technology	1.9

Market Cap. Distribution

IAG Wealth Partners, LLC has about 1.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.7
MID-CAP	1.4
MEGA-CAP	1.1

Stocks belong to which Index?

About 3.3% of the stocks held by IAG Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.8
S&P 500	1.9
RUSSELL 2000	1.4

Top 5 Winners (%)		%
CSIQ	canadian solar	82.3 %
ALB	albemarle corp	74.5 %
OESX	orion energy	71.8 %
EXAS	exact sciences	61.9 %
SQM	sociedad quimica	60.1 %

Top 5 Winners ($)		$
AEMB	avantis intl	2.1 M
BIL	state street	1.5 M
GBIL	goldman sachs	1.1 M
AFK	vaneck natural	1.0 M
AEMB	avantis intl	0.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.9 %
NOW	servicenow inc	-76.5 %
AVXL	anavex life	-60.0 %
LFMD	lifemd inc	-49.8 %
MSTR	strategy inc	-44.0 %

Top 5 Losers ($)		$
AAXJ	ishares morningstar	-0.6 M
AGGH	simplify managed	-0.6 M
NFLX	netflix inc	-0.5 M
AGZD	wisdomtree u s	-0.3 M
ORCL	oracle corp	-0.1 M

IAG Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IAG Wealth Partners, LLC

IAG Wealth Partners, LLC has 496 stocks in it's portfolio. About 45.9% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for IAG Wealth Partners, LLC last quarter.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.19	5,908	1,606,270	reduced	-14.18

AAXJ	ishares morningstar	2.07	223,763	17,865,200	added	6.22

AAXJ	ishares morningstar	0.49	76,183	4,225,130	added	4.55

AAXJ	ishares esg	0.03	1,964	273,674	reduced	-3.49

AAXJ	ishares msci	0.01	875	123,804	unchanged	0.00

AAXJ	ishares msci	0.00	326	25,275	unchanged	0.00

AAXJ	ishares u s	0.00	390	18,697	unchanged	0.00

AAXJ	ishares msci	0.00	136	9,711	added	102

AAXJ	ishares iboxx	0.00	113	9,111	unchanged	0.00

AAXJ	ishares morningstar	0.00	115	7,476	unchanged	0.00

AAXJ	ishares 1-5	0.00	60.00	3,173	unchanged	0.00

ABBV	abbvie inc	0.02	731	166,984	added	0.41

ABC	cencora inc	0.00	96.00	32,424	unchanged	0.00

ABT	abbott laboratories	0.00	371	46,428	unchanged	0.00

ACCO	acco brands	0.00	18.00	67.00	unchanged	0.00

ACSG	xtrackers msci	0.03	5,158	248,152	reduced	-6.78

ACSG	xtrackers s&p	0.00	252	15,737	unchanged	0.00

ACWF	ishares global	0.01	3,584	89,421	unchanged	0.00

ACWF	ishares core	0.00	295	20,479	reduced	-44.44

ADI	analog devices	0.00	32.00	8,678	unchanged	0.00