IAG Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), IAG Wealth Partners, LLC reported 498 stock positions worth $643.4 million. Its top holding was JPMorgan Active Bond ETF (JBND) at 9.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.1%) and Wisdomtree US Largecap Divid (DLN, 5.1%). Compared with Q4 2024, it opened 34 new positions, sold out of 43, added to 114 and reduced 85. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +265%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $643.4M (Q1 2025)
- SEC Filing
- 0001104659-25-035534 ↗ filed Apr 16, 2025
Holdings Value
Holdings 498 stocks · $643.4M
| JBND JPMorgan Active Bond ETF | 8.99% | 1,080,249 | $57.8M | Add +264.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.09% | 791,709 | $52.1M | Add +4.8% |
| DLN Wisdomtree US Largecap Divid | 5.13% | 415,606 | $33.0M | Add +0.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 4.78% | 542,800 | $30.8M | Add +34561.6% |
| GSLC Goldman Activebeta US LC ETF | 4.76% | 277,916 | $30.6M | Add +2.9% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 4.05% | 1,087,547 | $26.1M | Reduce -2.1% |
| DON Wisdomtree US Midcap Dividen | 3.73% | 484,966 | $24.0M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 3.52% | 40,308 | $22.6M | Reduce -2.5% |
| HTAB Hartford Schroders Tax Aware | 3.51% | 1,176,456 | $22.6M | Add +60.0% |
| GSIE Goldman Sachs Activebeta Int | 3.21% | 579,855 | $20.7M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.03% | 52,551 | $19.5M | Add +14.1% |
| PULS Pgim Ultra Short Bond ETF | 2.86% | 369,828 | $18.4M | Add +32.7% |
| PWV Invesco Large Cap Value ETF | 2.68% | 290,032 | $17.3M | Add +2.4% |
| HAP Vaneck Natural Resources ETF | 2.51% | 324,637 | $16.2M | Add +3.1% |
| JMUB JPMorgan Municipal ETF | 2.38% | 305,689 | $15.3M | Add +3.5% |
| AVDE Avantis International Equity | 2.24% | 217,776 | $14.4M | Add +13.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.15% | 379,710 | $13.8M | Reduce -68.5% |
| IMCG iShares Morningstar Mid-Cap | 2.05% | 184,465 | $13.2M | Add +8.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.79% | 169,776 | $11.5M | Add +2.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.56% | 196,673 | $10.1M | Add +7.5% |
| CWI State Street SPDR MSCI Acwi | 1.45% | 315,594 | $9.3M | Reduce -5.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.36% | 345,912 | $8.7M | New |
| DGRW Wisdomtree U.S. Quality Divi | 1.31% | 105,697 | $8.4M | Add +9.2% |
| VIG Vanguard Dividend Apprec ETF | 1.05% | 34,696 | $6.7M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.95% | 75,824 | $6.1M | Add +1.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.93% | 90,627 | $6.0M | Reduce -5.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.85% | 213,468 | $5.5M | Add +5.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.76% | 119,817 | $4.9M | Add +12.6% |
| RODM Hartford Multifact Dev MRKT | 0.70% | 146,248 | $4.5M | Reduce -7.0% |
| GNR State Street SPDR S&P Global | 0.69% | 83,521 | $4.4M | Add +720.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.69% | 57,701 | $4.4M | Reduce -2.0% |
| AVEM Avantis Emerging Markets Eq | 0.69% | 73,834 | $4.4M | Add +2.9% |
| DFAE Dimensional Emerging Core Eq | 0.63% | 157,202 | $4.1M | Reduce -1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.63% | 79,645 | $4.1M | Reduce -2.5% |
| JHMM John Hancock Multi Fact Mid | 0.63% | 70,892 | $4.1M | Reduce -26.2% |
| RECS Columbia Resear Enh Cor ETF | 0.63% | 121,949 | $4.0M | Add +38.4% |
| GTO Invesco Total Return Bond Et | 0.63% | 86,246 | $4.0M | Reduce -10.7% |
| GUNR NT Mstar GLBL NR ETF | 0.61% | 101,691 | $3.9M | Reduce -43.7% |
| ISCG iShares Morningstar Small-Ca | 0.52% | 74,902 | $3.4M | Add +5.0% |
| FESM Fidelity Enhanced Small Cap | 0.46% | 99,555 | $2.9M | New |
| NBCM Neuberger Commodity Strategy | 0.42% | 119,273 | $2.7M | Add +3.3% |
| DFIS Dimensional International SM | 0.40% | 99,592 | $2.6M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 4,770 | $2.5M | No change |
| CSB Victoryshares US Small Cap H | 0.38% | 42,693 | $2.5M | Add +16.7% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.38% | 78,190 | $2.5M | Add +39389.9% |
| JSMD Janus Small Mid Cap GR Alp | 0.35% | 32,174 | $2.3M | Reduce -12.3% |
| HELO JPMorgan Hedged Equity ETF | 0.32% | 34,312 | $2.0M | Add +1.8% |
| BBSC JPMorgan Betabuilders US SC | 0.30% | 31,517 | $1.9M | Add +8.6% |
| SMLV SS SPDR US SC Low Vol Idx | 0.27% | 13,986 | $1.7M | Reduce -12.9% |
| SPEM State Street SP PTF Em ETF | 0.25% | 41,152 | $1.6M | Add +0.8% |
| AAPL Apple Inc. | 0.24% | 6,872 | $1.5M | Reduce -0.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.24% | 19,038 | $1.5M | Reduce -0.3% |
| DES Wisdomtree US Smallcap Divid | 0.21% | 42,646 | $1.4M | Reduce -3.9% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.21% | 31,533 | $1.4M | Reduce -5.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.21% | 53,009 | $1.3M | Reduce -12.8% |
| JNJ Johnson & Johnson | 0.19% | 7,437 | $1.2M | Add +784.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 4,346 | $1.2M | Reduce -0.6% |
| AVDV Avantis Intl S/C Value ETF | 0.18% | 16,635 | $1.2M | Reduce -4.9% |
| PBUS Invesco MSCI USA ETF | 0.18% | 20,638 | $1.2M | Reduce -2.9% |
| SCHM Schwab US Mid Cap ETF | 0.18% | 43,138 | $1.1M | Reduce -10.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 21,566 | $1.1M | Add +44.8% |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,094 | $1.1M | Add +162.7% |
| USFR Wisdomtree Floating Rate Tre | 0.15% | 18,819 | $947K | Reduce -44.3% |
| FLQM Franklin U.S. Mid Cap Multif | 0.14% | 17,300 | $917K | Add +13630.2% |
| SPGM State Street SPDR Portfolio | 0.13% | 13,699 | $855K | Add +3.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.12% | 10,253 | $804K | Add +1.5% |
| MSFT Microsoft Corp. | 0.12% | 2,048 | $769K | Add +3.3% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.11% | 27,294 | $706K | Add +4.0% |
| WEC WEC Energy Group Inc. | 0.10% | 6,072 | $662K | Add +3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.10% | 5,670 | $655K | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,283 | $602K | Reduce -11.5% |
| JSML Janus Hender SM Cap GRW Alph | 0.09% | 9,205 | $560K | Reduce -12.9% |
| IWM iShares Russell 2000 ETF | 0.09% | 2,800 | $559K | Add +26.0% |
| NVDA Nvidia Corp. | 0.08% | 5,015 | $544K | Add +6.9% |
| VNLA Janus Henderson Short Durati | 0.08% | 10,852 | $533K | Add +342.2% |
| IWF iShares Russell 1000 Growth | 0.07% | 1,294 | $467K | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 7,988 | $466K | No change |
| ORCL Oracle Corp. | 0.07% | 3,078 | $430K | Add +1.9% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 4,440 | $400K | Reduce -11.5% |
| AMZN Amazon.com Inc. | 0.06% | 2,075 | $395K | Add +24.6% |
| FVD First Trust Value Line DVD | 0.06% | 8,530 | $380K | Reduce -6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,660 | $368K | Reduce -1.3% |
| HD Home Depot Inc. | 0.06% | 995 | $365K | Reduce -0.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 1,789 | $362K | Reduce -17.9% |
| LLY Eli Lilly & Co. | 0.06% | 435 | $359K | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.06% | 375 | $355K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 630 | $352K | Add +11.3% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.05% | 9,134 | $347K | Reduce -90.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,002 | $346K | Add +64.6% |
| GEM Goldman Sachs Activebeta Em | 0.05% | 9,908 | $329K | Add +19.4% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 3,107 | $325K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 10,689 | $322K | Add +25.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.05% | 7,392 | $320K | Reduce -9.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.05% | 4,538 | $300K | Add +9.2% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,175 | $288K | No change |
| JCI Johnson Controls Internation | 0.04% | 3,204 | $257K | Add +184.8% |
| KO The Coca-Cola Co. | 0.04% | 3,572 | $256K | Add +194.7% |
| GLD SPDR Gold Shares | 0.04% | 848 | $244K | Reduce -6.0% |
| ABBV Abbvie Inc. | 0.04% | 1,145 | $240K | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 10,856 | $240K | Reduce -41.0% |
Portfolio Sells Q4 2024 → Q1 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -68.5% | 2.15% | −5.10 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 3.52% | −0.77 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -2.1% | 4.05% | −0.65 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Reduce -90.0% | 0.05% | −0.58 |
| GUNR NT Mstar GLBL NR ETF | Reduce -43.7% | 0.61% | −0.54 |
| JHMM John Hancock Multi Fact Mid | Reduce -26.2% | 0.63% | −0.38 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -5.9% | 0.93% | −0.20 |
| CWI State Street SPDR MSCI Acwi | Reduce -5.3% | 1.45% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 1.05% | −0.18 |
| GTO Invesco Total Return Bond Et | Reduce -10.7% | 0.63% | −0.16 |
| USFR Wisdomtree Floating Rate Tre | Reduce -44.3% | 0.15% | −0.15 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -2.0% | 0.69% | −0.14 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -12.3% | 0.35% | −0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.5% | 0.63% | −0.10 |
| SMLV SS SPDR US SC Low Vol Idx | Reduce -12.9% | 0.27% | −0.09 |
| RODM Hartford Multifact Dev MRKT | Reduce -7.0% | 0.70% | −0.08 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.1% | 0.63% | −0.08 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -5.2% | 0.21% | −0.07 |
| AAPL Apple Inc. | Reduce -0.1% | 0.24% | −0.07 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -12.8% | 0.21% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.4% | 0.18% | −0.06 |
| BCOW 1895 Bancorp of Wisconsin Inc. | Sold out | 0.00% | −0.06 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -0.3% | 0.24% | −0.06 |
| DES Wisdomtree US Smallcap Divid | Reduce -3.9% | 0.21% | −0.06 |
| PBUS Invesco MSCI USA ETF | Reduce -2.9% | 0.18% | −0.04 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -41.0% | 0.04% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.19% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.5% | 0.09% | −0.04 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -12.9% | 0.09% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -17.9% | 0.06% | −0.02 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -11.5% | 0.06% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Reduce -4.9% | 0.18% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.07% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -85.3% | 0.00% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -73.7% | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -96.9% | 0.00% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -17.5% | 0.01% | −0.01 |
| HD Home Depot Inc. | Reduce -0.5% | 0.06% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -6.0% | 0.06% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -84.0% | 0.00% | −0.01 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -9.1% | 0.05% | −0.01 |
| IAU iShares Gold Trust | Reduce -40.0% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -9.7% | 0.02% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -15.7% | 0.02% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -52.0% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| JBND JPMorgan Active Bond ETF | Add +264.6% | 8.99% | +6.26 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +34561.6% | 4.78% | +4.77 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 1.36% | +1.36 |
| HTAB Hartford Schroders Tax Aware | Add +60.0% | 3.51% | +0.99 |
| GNR State Street SPDR S&P Global | Add +720.4% | 0.69% | +0.60 |
| FESM Fidelity Enhanced Small Cap | New | 0.46% | +0.46 |
| PULS Pgim Ultra Short Bond ETF | Add +32.7% | 2.86% | +0.42 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +39389.9% | 0.38% | +0.38 |
| JNJ Johnson & Johnson | Add +784.3% | 0.19% | +0.17 |
| AVDE Avantis International Equity | Add +13.4% | 2.24% | +0.17 |
| FLQM Franklin U.S. Mid Cap Multif | Add +13630.2% | 0.14% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +162.7% | 0.17% | +0.09 |
| RECS Columbia Resear Enh Cor ETF | Add +38.4% | 0.63% | +0.09 |
| VNLA Janus Henderson Short Durati | Add +342.2% | 0.08% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +44.8% | 0.17% | +0.04 |
| PFE Pfizer Inc. | Add +594.7% | 0.04% | +0.03 |
| KO The Coca-Cola Co. | Add +194.7% | 0.04% | +0.03 |
| JCI Johnson Controls Internation | Add +184.8% | 0.04% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +64.6% | 0.05% | +0.02 |
| K Kellanova | New | 0.01% | +0.01 |
| RWR SS SPDR Dow Jones REIT ETF | Add +322.7% | 0.01% | +0.01 |
| LNT Alliant Energy Corp. | Add +58.2% | 0.03% | +0.01 |
| CGUS Cap Group Core Equity | Add +514.1% | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +200.0% | 0.01% | +0.01 |
| DVY iShares Select Dividend ETF | New | 0.01% | +0.01 |
| AEE Ameren Corporation | Add +87.7% | 0.02% | +0.01 |
| PRU Prudential Financial Inc. | Add +146.8% | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | New | 0.01% | +0.01 |
| AXP American Express Co. | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +38.0% | 0.03% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +67.2% | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +154.8% | 0.01% | +0.01 |
| UPS United Parcel Service Class B | Add +78.1% | 0.02% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +25.8% | 0.05% | +0.01 |
| WEC WEC Energy Group Inc. | Add +3.0% | 0.10% | +0.01 |
| GEM Goldman Sachs Activebeta Em | Add +19.4% | 0.05% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +65.4% | 0.02% | +0.00 |
| SLV iShares Silver Trust | Add +59.5% | 0.01% | +0.00 |
| BKCG BNY Mellon Con Growth ETF | New | 0.00% | +0.00 |
| AVMC Avantis US Mid Cap Eq ETF | New | 0.00% | +0.00 |
| WINN Harbor Long-Term Growers ETF | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +91.7% | 0.01% | +0.00 |
| T AT&T Inc. | Add +0.5% | 0.03% | +0.00 |
| ALL Allstate Corp. | New | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +25.9% | 0.02% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +1000.0% | 0.00% | +0.00 |
| SOXX iShares Semiconductor ETF | Add +63.6% | 0.01% | +0.00 |
| WPC WP Carey Inc. | Add +7.0% | 0.02% | +0.00 |
| CHD Church & Dwight Co. Inc. | Add +92.9% | 0.00% | +0.00 |
| IUS Invesco Rafi Strategic US Et | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | DLY 20 YR TRESUR | New | 0 | $0 |
| SSO Proshares Ultra S&P500 | PSHS ULT S&P 500 | New | 0 | $0 |
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 |