Institutional Fund
Iag Wealth Partners, LLC
Waukesha, WICIK 18272615 filings on record
Portfolio Value
$895.87M
Q1 2026
Holdings
509
Reported positions
New Buys
36
Opened this quarter
QoQ Change
+3.7%
from $863.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust7.2%
- J P Morgan Exchange Traded F6.7%
- New York Life Invts Active E5.1%
- American Centy ETF Tr4.8%
- Goldman Sachs ETF Tr4.5%
- Wisdomtree Tr4.0%
- Other67.6%
Portfolio Holdings
509 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 846.2K | $64.77M | 7.2% | +33.9K | Added |
| 2 | J P Morgan Exchange Traded F | 1.11M | $59.66M | 6.7% | −91.2K | Reduced |
| 3 | New York Life Invts Active E | 1.91M | $45.92M | 5.1% | +66.9K | Added |
| 4 | American Centy ETF Tr | 580.5K | $43.44M | 4.8% | +39.0K | Added |
| 5 | Goldman Sachs ETF Tr | 325.5K | $40.72M | 4.5% | −2.4K | Reduced |
| 6 | Wisdomtree Tr | 399.2K | $35.66M | 4.0% | +8.6K | Added |
| 7 | Ishares Tr | 522.2K | $28.17M | 3.1% | −3.8K | Reduced |
| 8 | Goldman Sachs ETF Tr | 647.8K | $27.94M | 3.1% | +47.3K | Added |
| 9 | Wisdomtree Tr | 500.7K | $26.31M | 2.9% | +7.5K | Added |
| 10 | Ishares Tr | 38.3K | $24.99M | 2.8% | −82 | Reduced |
499 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio