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Latest IAG Wealth Partners, LLC Stock Portfolio

IAG Wealth Partners, LLC Performance:
2025 Q3: 0.61%YTD: 0.93%2024: 1.61%
Performance for 2025 Q3 is 0.61%, and YTD is 0.93%, and 2024 is 1.61%.

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

In it's latest 13F Holdings report, IAG Wealth Partners, LLC reported an equity portfolio of $832.5 Millions as of 30 Sep, 2025.

The top stock holdings of IAG Wealth Partners, LLC are , BIL, GBIL. The fund has invested 7.7% of it's portfolio in JPMORGAN ACTIVE and 7.7% of portfolio in SPDR PORTFOLIO.

The fund managers got completely rid off CHUBB LTD (CB), VERTEX PHARMACEUTICALS (VRTX) and UBER TECHNOLOGIES (UBER) stocks. They significantly reduced their stock positions in HARTFORD SCHRODERS (HCOM), JANUS HENDERSON (JAAA) and CARNIVAL CORP (CCL). IAG Wealth Partners, LLC opened new stock positions in SIMPLIFY MANAGED (AGGH), ISHARES RUSSELL (AOA) and DONEGAL GROUP (DGICA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SHORT (VTIP), GE HEALTHCARE and MARRIOTT INTL (MAR).

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

Our best estimate is that IAG Wealth Partners, LLC made a return of 0.61% in the last quarter. In trailing 12 months, it's portfolio return was 0.96%.

New Buys

Ticker$ Bought
simplify managed21,713,100
ishares russell10,184,300
donegal group191,806
victoryshares small155,274
mfs active152,911
scorpio tankers119,891
global x71,630
jpmorgan50,697
New stocks bought by IAG Wealth Partners, LLC

Additions

Ticker% Inc.
vanguard short1,711
ge healthcare900
ge vernova558
marriott intl468
ge aerospace371
dimensional us350
asml holding300
ishares bitcoin253
Additions to existing portfolio by IAG Wealth Partners, LLC

Reductions

Ticker% Reduced
hartford schroders-81.93
janus henderson-78.00
carnival corp-74.36
advanced micro-69.5
kraft heinz-67.00
duke energy-64.00
invesco russell-51.4
ishares silver-49.31
IAG Wealth Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by IAG Wealth Partners, LLC

Sector Distribution

IAG Wealth Partners, LLC has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Technology1.9

Market Cap. Distribution

IAG Wealth Partners, LLC has about 1.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MID-CAP1.3
MEGA-CAP1.2

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%
Others96.7
S&P 5002
RUSSELL 20001.3
Top 5 Winners (%)%
AMLX
amplify alternative
108.0 %
ZIMV
zimvie inc
105.4 %
KTOS
kratos defense
96.7 %
UEC
uranium energy
96.4 %
QS
quantumscape corp
83.3 %
Top 5 Winners ($)$
IJR
ishares core
2.1 M
JAMF
wisdomtree us
0.6 M
AAPL
apple inc
0.4 M
JNJ
johnson & johnson
0.2 M
NVDA
nvidia corp
0.1 M
Top 5 Losers (%)%
EOLS
evolus inc
-33.3 %
FIP
ftai infrastructure
-29.3 %
BMI
badger meter
-27.1 %
WEN
wendys co
-19.8 %
FIS
fidelity national
-19.0 %
Top 5 Losers ($)$
COST
costco wholesale
0.0 M
DE
deere & co
0.0 M
UPS
united parcel
0.0 M
KO
coca cola company
0.0 M
FIS
fidelity national
0.0 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 516 stocks in it's portfolio. About 46.7% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IAG Wealth Partners, LLC last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions