IAG Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), IAG Wealth Partners, LLC reported 507 stock positions worth $566.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.2% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 7.2%) and Wisdomtree US Largecap Divid (DLN, 5.7%). Compared with Q3 2024, it opened 61 new positions, sold out of 42, added to 99 and reduced 93. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +55911%) and the biggest sale EOG Resources (EOG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $566.9M (Q4 2024)
- SEC Filing
- 0001104659-25-010787 ↗ filed Feb 10, 2025
Holdings Value
Holdings 507 stocks · $566.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.19% | 755,471 | $52.1M | Add +5.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.24% | 1,203,375 | $41.1M | Add +7.5% |
| DLN Wisdomtree US Largecap Divid | 5.66% | 412,385 | $32.1M | Reduce -1.4% |
| GSLC Goldman Activebeta US LC ETF | 5.49% | 270,170 | $31.1M | Add +2.1% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 4.70% | 1,110,681 | $26.7M | Add +4.8% |
| DON Wisdomtree US Midcap Dividen | 4.31% | 479,156 | $24.4M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 4.29% | 41,352 | $24.3M | Reduce -2.8% |
| GSIE Goldman Sachs Activebeta Int | 3.37% | 573,481 | $19.1M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.33% | 46,045 | $18.9M | Add +6.7% |
| PWV Invesco Large Cap Value ETF | 2.84% | 283,338 | $16.1M | Reduce -6.4% |
| JBND JPMorgan Active Bond ETF | 2.73% | 296,296 | $15.5M | Add +55910.6% |
| JMUB JPMorgan Municipal ETF | 2.61% | 295,309 | $14.8M | Reduce -0.3% |
| HAP Vaneck Natural Resources ETF | 2.53% | 314,902 | $14.4M | Add +10.3% |
| HTAB Hartford Schroders Tax Aware | 2.51% | 735,334 | $14.2M | Add +22.7% |
| PULS Pgim Ultra Short Bond ETF | 2.44% | 278,641 | $13.8M | Add +25.8% |
| IMCG iShares Morningstar Mid-Cap | 2.27% | 170,503 | $12.9M | Reduce -0.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.09% | 166,176 | $11.9M | Reduce -4.5% |
| AVDE Avantis International Equity | 2.08% | 191,968 | $11.8M | Add +8.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.76% | 182,901 | $10.0M | Add +2.3% |
| CWI State Street SPDR MSCI Acwi | 1.64% | 333,068 | $9.3M | Reduce -2.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.38% | 96,807 | $7.8M | Add +12.1% |
| VIG Vanguard Dividend Apprec ETF | 1.23% | 35,638 | $7.0M | Reduce -5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.16% | 75,073 | $6.6M | Reduce -1.9% |
| GUNR NT Mstar GLBL NR ETF | 1.16% | 180,546 | $6.6M | Add +8.2% |
| SPHQ Invesco S&P 500 Quality ETF | 1.14% | 96,274 | $6.5M | Reduce -7.2% |
| JHMM John Hancock Multi Fact Mid | 1.01% | 96,087 | $5.7M | Reduce -2.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.90% | 203,139 | $5.1M | Add +30.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.84% | 106,412 | $4.8M | Reduce -0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.83% | 58,905 | $4.7M | Reduce -3.2% |
| GTO Invesco Total Return Bond Et | 0.79% | 96,583 | $4.5M | Reduce -5.7% |
| RODM Hartford Multifact Dev MRKT | 0.79% | 157,211 | $4.5M | Reduce -1.7% |
| AVEM Avantis Emerging Markets Eq | 0.74% | 71,722 | $4.2M | Add +12.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.74% | 81,681 | $4.2M | Reduce -4.4% |
| DFAE Dimensional Emerging Core Eq | 0.71% | 158,868 | $4.0M | New |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.64% | 91,087 | $3.6M | Reduce -1.4% |
| ISCG iShares Morningstar Small-Ca | 0.62% | 71,365 | $3.5M | Reduce -0.2% |
| RECS Columbia Resear Enh Cor ETF | 0.54% | 88,138 | $3.1M | Add +55.5% |
| JSMD Janus Small Mid Cap GR Alp | 0.49% | 36,674 | $2.8M | Reduce -2.5% |
| NBCM Neuberger Commodity Strategy | 0.43% | 115,449 | $2.4M | Add +16.7% |
| DFIS Dimensional International SM | 0.41% | 94,128 | $2.3M | Add +11.1% |
| CSB Victoryshares US Small Cap H | 0.38% | 36,576 | $2.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 4,770 | $2.2M | No change |
| HELO JPMorgan Hedged Equity ETF | 0.37% | 33,717 | $2.1M | Add +420.7% |
| SMLV SS SPDR US SC Low Vol Idx | 0.36% | 16,064 | $2.1M | Reduce -7.9% |
| BBSC JPMorgan Betabuilders US SC | 0.35% | 29,020 | $2.0M | Reduce -7.0% |
| AAPL Apple Inc. | 0.30% | 6,876 | $1.7M | Add +2.8% |
| USFR Wisdomtree Floating Rate Tre | 0.30% | 33,759 | $1.7M | Add +153.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.29% | 19,096 | $1.7M | Reduce -1.4% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.28% | 33,268 | $1.6M | Reduce -9.4% |
| SPEM State Street SP PTF Em ETF | 0.28% | 40,842 | $1.6M | Add +5.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.27% | 60,805 | $1.5M | Add +2.6% |
| DES Wisdomtree US Smallcap Divid | 0.27% | 44,388 | $1.5M | Reduce -1.8% |
| SCHM Schwab US Mid Cap ETF | 0.24% | 48,153 | $1.3M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 4,374 | $1.3M | Reduce -3.7% |
| PBUS Invesco MSCI USA ETF | 0.22% | 21,253 | $1.3M | Reduce -12.0% |
| AVDV Avantis Intl S/C Value ETF | 0.20% | 17,485 | $1.1M | Reduce -2.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.16% | 10,101 | $881K | Reduce -3.2% |
| SPGM State Street SPDR Portfolio | 0.15% | 13,200 | $836K | Add +9.1% |
| MSFT Microsoft Corp. | 0.15% | 1,982 | $835K | Add +2.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.13% | 14,898 | $755K | Reduce -20.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,450 | $741K | Reduce -4.4% |
| JSML Janus Hender SM Cap GRW Alph | 0.12% | 10,573 | $693K | Reduce -3.2% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.12% | 26,246 | $669K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.11% | 5,568 | $637K | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.11% | 4,690 | $630K | Add +14.4% |
| WEC WEC Energy Group Inc. | 0.10% | 5,893 | $554K | Add +20.5% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,297 | $521K | Reduce -0.2% |
| GNR State Street SPDR S&P Global | 0.09% | 10,180 | $507K | Add +26.2% |
| ORCL Oracle Corp. | 0.09% | 3,021 | $503K | Add +9.7% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 7,988 | $498K | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.09% | 2,222 | $491K | Add +1.6% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 5,016 | $483K | Reduce -2.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.08% | 2,180 | $451K | Reduce -13.0% |
| VOO Vanguard S&P 500 ETF | 0.08% | 797 | $429K | Reduce -6.0% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 18,408 | $427K | Reduce -12.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 1,681 | $404K | Reduce -4.3% |
| FVD First Trust Value Line DVD | 0.07% | 9,070 | $396K | Reduce -11.0% |
| HD Home Depot Inc. | 0.07% | 1,000 | $389K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.06% | 1,665 | $365K | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 3,107 | $358K | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.06% | 373 | $342K | Add +36.6% |
| LLY Eli Lilly & Co. | 0.06% | 440 | $340K | Add +1.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.06% | 8,132 | $337K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 566 | $331K | Reduce -2.6% |
| BCOW 1895 Bancorp of Wisconsin Inc. | 0.06% | 33,141 | $331K | Add +8.3% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,175 | $282K | Add +9.8% |
| GEM Goldman Sachs Activebeta Em | 0.05% | 8,298 | $265K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.05% | 4,156 | $262K | Reduce -1.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 8,500 | $254K | Reduce -13.4% |
| SCHV Schwab US Large-Cap Value | 0.04% | 9,570 | $249K | No change |
| CVX Chevron Corp. | 0.04% | 1,643 | $238K | Reduce -30.8% |
| NEE Nextera Energy Inc. | 0.04% | 3,200 | $229K | No change |
| ANET Arista Networks Inc. | 0.04% | 2,047 | $226K | New |
| SUSA iShares ESG Optimized MSCI U | 0.04% | 1,858 | $226K | Reduce -5.3% |
| MDY State Street SPDR S&P Midcap | 0.04% | 392 | $223K | No change |
| GLD SPDR Gold Shares | 0.04% | 902 | $218K | Reduce -3.6% |
| FEX First Trust Large Cap Core A | 0.04% | 1,987 | $207K | No change |
| ABBV Abbvie Inc. | 0.04% | 1,165 | $207K | Reduce -8.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,216 | $206K | Add +7.0% |
| ET Energy Transfer LP | 0.04% | 10,456 | $205K | Add +74.6% |
Portfolio Sells Q3 2024 → Q4 2024
| EOG EOG Resources Inc. | Reduce -98.8% | 0.01% | −0.47 |
| PWV Invesco Large Cap Value ETF | Reduce -6.4% | 2.84% | −0.42 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.4% | 5.66% | −0.42 |
| DON Wisdomtree US Midcap Dividen | Reduce -2.2% | 4.31% | −0.32 |
| CWI State Street SPDR MSCI Acwi | Reduce -2.1% | 1.64% | −0.27 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 4.29% | −0.24 |
| JMUB JPMorgan Municipal ETF | Reduce -0.3% | 2.61% | −0.20 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.5% | 2.09% | −0.16 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -7.2% | 1.14% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.3% | 1.23% | −0.15 |
| CROX Crocs Inc. | Reduce -98.2% | 0.00% | −0.15 |
| GTO Invesco Total Return Bond Et | Reduce -5.7% | 0.79% | −0.12 |
| RODM Hartford Multifact Dev MRKT | Reduce -1.7% | 0.79% | −0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.4% | 0.74% | −0.10 |
| JHMM John Hancock Multi Fact Mid | Reduce -2.3% | 1.01% | −0.08 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -3.2% | 0.83% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.4% | 0.84% | −0.06 |
| JMST JPM Ultra-Short Muni Income | Reduce -20.8% | 0.13% | −0.04 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Reduce -1.4% | 0.64% | −0.04 |
| BBSC JPMorgan Betabuilders US SC | Reduce -7.0% | 0.35% | −0.04 |
| SMLV SS SPDR US SC Low Vol Idx | Reduce -7.9% | 0.36% | −0.04 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.04 |
| PBUS Invesco MSCI USA ETF | Reduce -12.0% | 0.22% | −0.04 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.0% | 0.20% | −0.03 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.2% | 2.27% | −0.03 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -9.4% | 0.28% | −0.03 |
| ISCG iShares Morningstar Small-Ca | Reduce -0.2% | 0.62% | −0.02 |
| CVX Chevron Corp. | Reduce -30.8% | 0.04% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -1.4% | 0.29% | −0.02 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -2.5% | 0.49% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Reduce -1.8% | 0.27% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.0% | 0.11% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.7% | 0.24% | −0.02 |
| FVD First Trust Value Line DVD | Reduce -11.0% | 0.07% | −0.02 |
| COP Conocophillips | Sold out | 0.00% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -13.0% | 0.08% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.7% | 0.22% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -38.9% | 0.01% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -12.2% | 0.08% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -3.2% | 0.16% | −0.01 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -13.4% | 0.04% | −0.01 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -8.2% | 0.04% | −0.01 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.9% | 1.16% | −0.01 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -3.2% | 0.12% | −0.01 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.01 |
| BY Byline Bancorp Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| JBND JPMorgan Active Bond ETF | Add +55910.6% | 2.73% | +2.73 |
| DFAE Dimensional Emerging Core Eq | New | 0.71% | +0.71 |
| PULS Pgim Ultra Short Bond ETF | Add +25.8% | 2.44% | +0.40 |
| HTAB Hartford Schroders Tax Aware | Add +22.7% | 2.51% | +0.32 |
| HELO JPMorgan Hedged Equity ETF | Add +420.7% | 0.37% | +0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.7% | 3.33% | +0.27 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.0% | 9.19% | +0.21 |
| RECS Columbia Resear Enh Cor ETF | Add +55.5% | 0.54% | +0.18 |
| USFR Wisdomtree Floating Rate Tre | Add +153.5% | 0.30% | +0.18 |
| SPAB SS SPDR P Agg Bond ETF | Add +30.1% | 0.90% | +0.14 |
| CGGE Cap Group Global Eq | New | 0.12% | +0.12 |
| DGRW Wisdomtree U.S. Quality Divi | Add +12.1% | 1.38% | +0.05 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| NBCM Neuberger Commodity Strategy | Add +16.7% | 0.43% | +0.03 |
| CAT Caterpillar Inc. | Add +374.3% | 0.03% | +0.03 |
| VNLA Janus Henderson Short Durati | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +14.4% | 0.11% | +0.02 |
| ET Energy Transfer LP | Add +74.6% | 0.04% | +0.02 |
| NOC Northrop Grumman Corp. | Add +733.3% | 0.02% | +0.02 |
| AAPL Apple Inc. | Add +2.8% | 0.30% | +0.02 |
| COST Costco Wholesale Corp. | Add +36.6% | 0.06% | +0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +149.7% | 0.03% | +0.01 |
| WEC WEC Energy Group Inc. | Add +20.5% | 0.10% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +126.0% | 0.02% | +0.01 |
| AVGO Broadcom Inc. | Add +26.5% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.05% | +0.01 |
| NFG National Fuel Gas Co. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +197.8% | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +153.0% | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +48.5% | 0.02% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +182.8% | 0.01% | +0.01 |
| PYPL PayPal Holdings Inc. | Add +178.2% | 0.01% | +0.01 |
| FDX FedEx Corp. | New | 0.01% | +0.01 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +71.1% | 0.02% | +0.01 |
| GSY Invesco Ultra Short Duration | New | 0.01% | +0.01 |
| ULST SS Ultra Short TM Bond ETF | New | 0.01% | +0.01 |
| STLD Steel Dynamics Inc. | New | 0.01% | +0.01 |
| SOFI Sofi Technologies Inc. | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +25.4% | 0.02% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| CPT Camden Property Trust | New | 0.01% | +0.01 |
| TOL Toll Brothers Inc. | Add +1034.8% | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +86.0% | 0.01% | +0.01 |
| MS Morgan Stanley | New | 0.00% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +56.0% | 0.01% | +0.00 |
| BLK BlackRock Inc. | New | 0.00% | +0.00 |
| MSTR Strategy Inc. | New | 0.00% | +0.00 |
| GLDM SPDR Gold Minishares Trust | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| XMHQ Invesco S&P Midcap Qual ETF | S&P MDCP QUALITY | Sold out | 0 | $10before exit |
| UGI Ugi Corp. | COM | Sold out | 0 | $0before exit |
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 |