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Latest IAG Wealth Partners, LLC Stock Portfolio

$895Million | No. of Holdings #509

IAG Wealth Partners, LLC Performance

2026 Q1+0.21%
YTD+0.21%
2025+12.46%

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

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, IAG Wealth Partners, LLC reported an equity portfolio of $895.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of IAG Wealth Partners, LLC are BIL, , ESGB. The fund has invested 7.2% of it's portfolio in STATE STREET and 6.7% of portfolio in JPMORGAN ACTIVE. <br><br> The fund managers got completely rid off STATE STREET (BIL), JANUS HENDERSON (JAAA) and FRANKLIN FTSE (BUYZ) stocks. They significantly reduced their stock positions in MFS ACTIVE, ISHARES MSCI (AAXJ) and STATE STREET (XLB). IAG Wealth Partners, LLC opened new stock positions in PIMCO SHORT (BOND), INVESCO S&P (CSD) and ISHARES U S (BECO). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY ENHANCED, BOEING COMPANY (BA) and STARBUCKS CORP (SBUX).
IAG Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$895Million
  as of Apr 29, 2026

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

Our best estimate is that IAG Wealth Partners, LLC made a return of 0.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pimco short348,559
invesco s&p152,105
ishares u s147,765
mfs blended141,284
invesco msci130,162
pgim short113,126
jpmorgan95,161
capital group36,905
New stocks bought by IAG Wealth Partners, LLC

Additions

Ticker% Inc.
fidelity enhanced81,457
ishares ethereum58,683
boeing company12,332
starbucks corp10,250
wisdomtree india5,376
lockheed martin4,800
associated banc4,250
schwab us2,891
Additions to existing portfolio by IAG Wealth Partners, LLC

Reductions

Ticker% Reduced
mfs active-95.56
ishares msci-87.54
ishares bitcoin-82.16
general dynamics-80.00
state street-80.00
ishares core-79.88
sofi technologies-76.46
union pacific corp-67.02
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.

  • Others
  • Technology
Sector%
Others96.6
Technology1.8

Market Cap. Distribution

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

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
Category%
UNALLOCATED96.6
SMALL-CAP1.3
MEGA-CAP1.2

Stocks belong to which Index?

About 3.4% of the stocks held by IAG Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others96.7
S&P 5002
RUSSELL 20001.4
Top 5 Winners (%)%
NAT
nordic american
70.3 %
GLW
corning inc
55.3 %
VRT
vertiv holdings
54.7 %
VLO
valero energy
51.8 %
MPC
marathon petroleum
50.1 %
Top 5 Winners ($)$
AFK
vaneck natural
3.6 M
AGGH
simplify managed
2.4 M
AEMB
avantis intl
2.0 M
ASET
flexshares morningstar
1.5 M
DBEH
imgp dbi
1.2 M
Top 5 Losers (%)%
OESX
orion energy
-43.2 %
QDEL
quidelortho corp
-42.5 %
CSIQ
canadian solar
-41.7 %
CYBN
cybin inc
-41.3 %
QS
quantumscape corp
-38.9 %
Top 5 Losers ($)$
BIL
state street
-3.1 M
VB
vanguard growth
-2.5 M
GBIL
goldman sachs
-2.4 M
IJR
ishares core
-1.2 M
fidelity enhanced
-1.1 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 509 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for IAG Wealth Partners, LLC last quarter.

$895.87MTotal Value
500Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of IAG Wealth Partners, LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Morningstar

Ishares Morningstar

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Morningstar over time
2.02%229,955
$18.11M
2.02%
increased 2.77 percentadded
AAXJ
Ishares Morningstar

Ishares Morningstar

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Morningstar over time
0.48%78,077
$4.28M
0.48%
increased 2.49 percentadded
AAXJ
Ishares Esg

Ishares Esg

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Esg over time
0.03%1,964
$259.4K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Msci

Ishares Msci

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Msci over time
0%326
$25.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares U S

Ishares U S

AAXJ
IAG Wealth Partners, LLC's holding in Ishares U S over time
0%390
$16.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Msci

Ishares Msci

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Msci over time
0%109
$15.1K
0%
decreased 87.54 percentreduced
AAXJ
Ishares Iboxx

Ishares Iboxx

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Iboxx over time
0%137
$10.9K
0%
increased 21.24 percentadded
AAXJ
Ishares Msci

Ishares Msci

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Msci over time
0%136
$10.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Morningstar

Ishares Morningstar

AAXJ
IAG Wealth Partners, LLC's holding in Ishares Morningstar over time
0%93.00
$6.1K
0%
decreased 19.13 percentreduced
ACSG
Xtrackers Msci

Xtrackers Msci

ACSG
IAG Wealth Partners, LLC's holding in Xtrackers Msci over time
0.03%4,774
$235.8K
0.03%
decreased 7.44 percentreduced
ACSG
Xtrackers S&P

Xtrackers S&P

ACSG
IAG Wealth Partners, LLC's holding in Xtrackers S&P over time
0%252
$15.0K
0%
unchanged 0 percentunchanged
ACWF
Ishares Global

Ishares Global

ACWF
IAG Wealth Partners, LLC's holding in Ishares Global over time
0.01%3,584
$90.1K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Core

Ishares Core

ACWF
IAG Wealth Partners, LLC's holding in Ishares Core over time
0%592
$41.5K
0%
increased 100.68 percentadded