IAG Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), IAG Wealth Partners, LLC reported 507 stock positions worth $1.0 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.3% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 5.9%) and Avantis Intl LRG Cap Val ETF (AVIV, 5.2%). Compared with Q1 2026, it opened 14 new positions, sold out of 17, added to 85 and reduced 100. The biggest buy was Pgim Short Duration High YLD (PSH, shares +14008%) and the biggest sale Vaneck Natural Resources ETF (HAP, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001104659-26-091831 ↗ filed Aug 6, 2026
Holdings Value
Holdings 507 stocks · $1.0B
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.29% | 838,486 | $73.7M | Reduce -0.9% |
| JBND JPMorgan Active Bond ETF | 5.90% | 1,114,649 | $59.6M | Add +0.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 5.16% | 673,117 | $52.1M | Add +15.9% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 4.74% | 1,967,096 | $47.9M | Add +3.3% |
| GSLC Goldman Activebeta US LC ETF | 4.51% | 321,376 | $45.6M | Reduce -1.3% |
| DLN Wisdomtree US Largecap Divid | 3.84% | 402,998 | $38.8M | Add +1.0% |
| GSIE Goldman Sachs Activebeta Int | 3.17% | 701,237 | $32.0M | Add +8.2% |
| DIVB iShares Core Dividend ETF | 3.10% | 508,870 | $31.3M | Reduce -2.5% |
| IVV iShares Core S&P 500 ETF | 2.75% | 37,139 | $27.8M | Reduce -2.9% |
| FELG Fidelity Enh LRG Cap GWTH | 2.74% | 631,926 | $27.6M | Add +16.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.65% | 310,621 | $26.8M | Add +1.8% |
| DON Wisdomtree US Midcap Dividen | 2.63% | 470,081 | $26.6M | Reduce -6.1% |
| AVDE Avantis International Equity | 2.61% | 296,039 | $26.4M | Add +15.8% |
| PWV Invesco Large Cap Value ETF | 2.48% | 330,061 | $25.0M | Add +2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.24% | 449,070 | $22.6M | Add +8.3% |
| IMCG iShares Morningstar Mid-Cap | 2.19% | 225,135 | $22.1M | Reduce -2.1% |
| PULS Pgim Ultra Short Bond ETF | 2.11% | 429,859 | $21.3M | Add +3.3% |
| CTA Simplify Managed Futures St | 2.11% | 821,040 | $21.3M | Add +3.3% |
| JMUB JPMorgan Municipal ETF | 2.01% | 400,095 | $20.3M | Reduce -3.2% |
| HAP Vaneck Natural Resources ETF | 1.60% | 236,196 | $16.2M | Reduce -6.7% |
| PSH Pgim Short Duration High YLD | 1.59% | 321,813 | $16.1M | Add +14008.4% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.55% | 511,925 | $15.7M | Reduce -5.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.49% | 222,817 | $15.1M | Reduce -3.0% |
| RECS Columbia Resear Enh Cor ETF | 1.49% | 347,443 | $15.0M | Add +2.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.48% | 164,702 | $15.0M | Reduce -6.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.32% | 111,976 | $13.3M | Add +1.5% |
| DGRW Wisdomtree U.S. Quality Divi | 1.22% | 128,898 | $12.3M | Add +1.0% |
| IWY iShares Russell Top 200 Grow | 1.18% | 40,968 | $11.9M | Reduce -3.3% |
| CWI State Street SPDR MSCI Acwi | 1.14% | 282,870 | $11.5M | Add +1.0% |
| SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II | 1.12% | 331,922 | $11.4M | Reduce -3.2% |
| BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F | 0.99% | 329,667 | $10.0M | Add +6209.4% |
| GUNR NT Mstar GLBL NR ETF | 0.82% | 167,566 | $8.3M | Add +2.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.78% | 137,417 | $7.9M | Add +1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.77% | 306,270 | $7.8M | Add +1.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.73% | 77,644 | $7.4M | Reduce -4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 29,583 | $7.0M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.68% | 71,443 | $6.9M | Add +3.3% |
| FESM Fidelity Enhanced Small Cap | 0.63% | 132,532 | $6.4M | Add +9.2% |
| BBSC JPMorgan Betabuilders US SC | 0.62% | 68,553 | $6.3M | Add +1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.61% | 100,915 | $6.1M | Reduce -1.0% |
| DFAE Dimensional Emerging Core Eq | 0.58% | 146,328 | $5.9M | Reduce -4.8% |
| PYLD PIMCO Multisector Bond Actv | 0.52% | 198,523 | $5.3M | Add +8.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.51% | 57,066 | $5.1M | Reduce -3.0% |
| ISCG iShares Morningstar Small-Ca | 0.51% | 77,865 | $5.1M | Reduce -0.3% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.49% | 121,125 | $4.9M | Reduce -1.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.47% | 42,722 | $4.8M | Reduce -4.4% |
| GNR State Street SPDR S&P Global | 0.47% | 71,001 | $4.8M | Add +0.7% |
| RODM Hartford Multifact Dev MRKT | 0.46% | 115,710 | $4.7M | Reduce -2.6% |
| DFIS Dimensional International SM | 0.39% | 112,576 | $3.9M | Add +11.2% |
| FLQM Franklin U.S. Mid Cap Multif | 0.36% | 63,055 | $3.6M | Reduce -2.3% |
| JHMM John Hancock Multi Fact Mid | 0.34% | 46,094 | $3.5M | Add +4.2% |
| CSB Victoryshares US Small Cap H | 0.34% | 51,901 | $3.4M | Add +0.8% |
| NBCM Neuberger Commodity Strategy | 0.26% | 100,281 | $2.7M | Reduce -17.2% |
| JSMD Janus Small Mid Cap GR Alp | 0.26% | 25,726 | $2.6M | Reduce -7.9% |
| BBUS JPMorgan Betabuilders US Equ | 0.26% | 19,224 | $2.6M | Reduce -3.6% |
| SPEM State Street SP PTF Em ETF | 0.24% | 47,579 | $2.5M | Add +6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 4,812 | $2.4M | Reduce -0.8% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 22,529 | $2.3M | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 39,631 | $2.0M | Add +0.2% |
| HELO JPMorgan Hedged Equity ETF | 0.19% | 28,559 | $1.9M | Reduce -12.0% |
| SMLV SS SPDR US SC Low Vol Idx | 0.18% | 11,606 | $1.8M | Reduce -3.2% |
| SPGM State Street SPDR Portfolio | 0.18% | 21,200 | $1.8M | Add +24.6% |
| JNJ Johnson & Johnson | 0.17% | 6,814 | $1.7M | Reduce -4.0% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.17% | 48,401 | $1.7M | Add +41.5% |
| YLD Principal Act Hi YLD ETF | 0.17% | 87,776 | $1.7M | Add +11314.3% |
| VNLA Janus Henderson Short Durati | 0.17% | 34,251 | $1.7M | Add +152.7% |
| HTAB Hartford Schroders Tax Aware | 0.16% | 86,184 | $1.7M | Reduce -24.3% |
| AAPL Apple Inc. | 0.16% | 5,689 | $1.6M | Reduce -3.0% |
| WEC WEC Energy Group Inc. | 0.15% | 12,638 | $1.5M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 3,968 | $1.5M | Reduce -2.6% |
| DES Wisdomtree US Smallcap Divid | 0.14% | 35,057 | $1.4M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.14% | 2,028 | $1.4M | Reduce -3.2% |
| PBUS Invesco MSCI USA ETF | 0.12% | 15,833 | $1.2M | Reduce -13.7% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 32,013 | $1.2M | Reduce -8.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,439 | $1.1M | Add +4.8% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 8,144 | $1.0M | Reduce -2.7% |
| GEM Goldman Sachs Activebeta Em | 0.09% | 16,994 | $884K | Reduce -0.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 7,875 | $859K | Reduce -5.6% |
| NVDA Nvidia Corp. | 0.08% | 4,275 | $855K | Reduce -4.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.08% | 5,510 | $850K | No change |
| MSFT Microsoft Corp. | 0.08% | 2,236 | $834K | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.08% | 2,692 | $809K | Add +4.9% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 13,313 | $795K | Reduce -2.8% |
| BA The Boeing Co. | 0.07% | 3,464 | $750K | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.07% | 612 | $734K | Add +32.5% |
| JSML Janus Hender SM Cap GRW Alph | 0.07% | 7,699 | $716K | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.07% | 5,376 | $668K | No change |
| ARTY iShares Future AI & Tech ETF | 0.06% | 7,709 | $587K | Add +18.4% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.06% | 12,416 | $583K | Reduce -25.5% |
| JCI Johnson Controls Internation | 0.05% | 3,598 | $526K | Add +14.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 15,830 | $475K | Add +7.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 1,366 | $468K | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.05% | 1,922 | $458K | Add +14.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,477 | $448K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.04% | 3,701 | $441K | Reduce -9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 570 | $425K | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,445 | $420K | Reduce -11.4% |
| CAT Caterpillar Inc. | 0.04% | 383 | $408K | Reduce -5.0% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,657 | $394K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.04% | 1,077 | $381K | Add +9.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 848 | $2K | New |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q1 2026 → Q2 2026
| HAP Vaneck Natural Resources ETF | Reduce -6.7% | 1.60% | −0.44 |
| DON Wisdomtree US Midcap Dividen | Reduce -6.1% | 2.63% | −0.31 |
| JMUB JPMorgan Municipal ETF | Reduce -3.2% | 2.01% | −0.30 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -5.4% | 1.55% | −0.27 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -95.5% | 0.01% | −0.17 |
| NBCM Neuberger Commodity Strategy | Reduce -17.2% | 0.26% | −0.12 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.8% | 1.48% | −0.08 |
| HTAB Hartford Schroders Tax Aware | Reduce -24.3% | 0.16% | −0.08 |
| RODM Hartford Multifact Dev MRKT | Reduce -2.6% | 0.46% | −0.06 |
| DIVB iShares Core Dividend ETF | Reduce -2.5% | 3.10% | −0.04 |
| HELO JPMorgan Hedged Equity ETF | Reduce -12.0% | 0.19% | −0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -4.0% | 0.73% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -2.9% | 2.75% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.0% | 0.61% | −0.04 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -2.3% | 0.36% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.3% | 4.51% | −0.03 |
| ETHA iShares Ethereum Trust ETF | Reduce -81.8% | 0.00% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -3.0% | 1.49% | −0.03 |
| SFLO VS SM Cap Free Cash Flow ETF | Reduce -3.2% | 1.12% | −0.03 |
| WEC WEC Energy Group Inc. | Reduce -4.2% | 0.15% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Reduce -0.6% | 0.23% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.24% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -95.8% | 0.00% | −0.02 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -25.5% | 0.06% | −0.02 |
| PBUS Invesco MSCI USA ETF | Reduce -13.7% | 0.12% | −0.02 |
| CVX Chevron Corp. | Reduce -8.8% | 0.02% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.08% | −0.01 |
| GLD SPDR Gold Shares | Reduce -9.2% | 0.02% | −0.01 |
| ET Energy Transfer LP | Reduce -23.3% | 0.02% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -12.0% | 0.03% | −0.01 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -1.4% | 0.49% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Reduce -31.3% | 0.01% | −0.01 |
| MFSG MFS Active Growth | Reduce -97.1% | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.4% | 0.04% | −0.00 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -4.4% | 0.47% | −0.00 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -3.6% | 0.26% | −0.00 |
| AMGN Amgen Inc. | Reduce -19.1% | 0.01% | −0.00 |
| WMT Walmart Inc. | Reduce -28.3% | 0.01% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.8% | 0.08% | −0.00 |
| WM Waste Management Inc. | Reduce -18.6% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -18.6% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -7.5% | 0.04% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -2.9% | 0.14% | −0.00 |
| MLPX Global X MLP & Energy Infras | Reduce -4.4% | 0.02% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.0% | 0.12% | −0.00 |
| KO The Coca-Cola Co. | Reduce -5.1% | 0.03% | −0.00 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.00 |
| AAPL Apple Inc. | Reduce -3.0% | 0.16% | −0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -10.9% | 0.01% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| PSH Pgim Short Duration High YLD | Add +14008.4% | 1.59% | +1.58 |
| BRIE MFS BR Intl Equity ETF | Add +6209.4% | 0.99% | +0.97 |
| FELG Fidelity Enh LRG Cap GWTH | Add +16.9% | 2.74% | +0.47 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +15.9% | 5.16% | +0.31 |
| AVDE Avantis International Equity | Add +15.8% | 2.61% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.8% | 2.65% | +0.17 |
| YLD Principal Act Hi YLD ETF | Add +11314.3% | 0.17% | +0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.3% | 2.24% | +0.13 |
| FESM Fidelity Enhanced Small Cap | Add +9.2% | 0.63% | +0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.5% | 1.32% | +0.11 |
| VNLA Janus Henderson Short Durati | Add +152.7% | 0.17% | +0.09 |
| AVEM Avantis Emerging Markets Eq | Add +3.3% | 0.68% | +0.06 |
| BBSC JPMorgan Betabuilders US SC | Add +1.6% | 0.62% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.6% | 0.78% | +0.05 |
| GSIE Goldman Sachs Activebeta Int | Add +8.2% | 3.17% | +0.05 |
| CGGE Cap Group Global Eq | Add +41.5% | 0.17% | +0.05 |
| SPGM State Street SPDR Portfolio | Add +24.6% | 0.18% | +0.04 |
| LLY Eli Lilly & Co. | Add +32.5% | 0.07% | +0.03 |
| ARTY iShares Future AI & Tech ETF | Add +18.4% | 0.06% | +0.02 |
| RECS Columbia Resear Enh Cor ETF | Add +2.8% | 1.49% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.8% | 0.10% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +11.7% | 0.03% | +0.02 |
| JHMM John Hancock Multi Fact Mid | Add +4.2% | 0.34% | +0.01 |
| DFIS Dimensional International SM | Add +11.2% | 0.39% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +237.6% | 0.02% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +6.1% | 0.24% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +4.9% | 0.08% | +0.01 |
| AMZN Amazon.com Inc. | Add +14.2% | 0.05% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +9.3% | 0.04% | +0.01 |
| JCI Johnson Controls Internation | Add +14.1% | 0.05% | +0.01 |
| BMNR Bitmine Immersion Technologi | Add +115.0% | 0.02% | +0.00 |
| BDX Becton Dickinson and Co. | Add +207.4% | 0.01% | +0.00 |
| MDT Medtronic PLC | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +69.4% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.7% | 0.04% | +0.00 |
| CGCV Cap Group Conservative Eq | Add +64.6% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +11.0% | 0.01% | +0.00 |
| ZTR Virtus Total Return Fund Inc. | New | 0.00% | +0.00 |
| CGGR Cap Group Growth Equity | Add +169.7% | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +41.4% | 0.02% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.9% | 0.04% | +0.00 |
| IBM Intl Business Machines Corp. | Add +95.5% | 0.00% | +0.00 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| WAT Waters Corp. | Add +205.0% | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +2.3% | 0.01% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +6.4% | 0.01% | +0.00 |
| RDVY First Trust Rising Dividend | Add +1.4% | 0.01% | +0.00 |
| ITW Illinois Tool Works | Add +100.0% | 0.00% | +0.00 |
| IMTB iShares Core 5-10 Year Usd | New | 0.00% | +0.00 |
| FISV Fiserv Inc. | Add +47.9% | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | New | 848 | $2K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 507 | $1.0B | SPYM, JBND, AVIV, MMIT, GSLC |
| Q1 2026 | 509 | $895.9M | SPYM, JBND, MMIT, AVIV, GSLC |
| Q4 2025 | 496 | $863.6M | SPYM, JBND, MMIT, GSLC, AVIV |
| Q3 2025 | 516 | $832.5M | JBND, SPYM, GSLC, MMIT, AVIV |
| Q2 2025 | 492 | $755.7M | SPYM, JBND, GSLC, AVIV, DLN |
| Q1 2025 | 498 | $643.4M | JBND, SPYM, DLN, AVIV, GSLC |
| Q4 2024 | 507 | $566.9M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q3 2024 | 488 | $541.0M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q2 2024 | 499 | $497.6M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q1 2024 | 445 | $465.6M | SPYM, SPDW, DLN, GSLC, MMIT |