IAG Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), IAG Wealth Partners, LLC reported 492 stock positions worth $755.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 10.1% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 7.0%) and Goldman Activebeta US LC ETF (GSLC, 5.8%). Compared with Q1 2025, it opened 26 new positions, sold out of 32, added to 79 and reduced 84. The biggest buy was a new position in iShares Core Dividend ETF (DIVB) and the biggest sale JPMorgan Active Bond ETF (JBND, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $755.7M (Q2 2025)
- SEC Filing
- 0001104659-25-077455 ↗ filed Aug 13, 2025
Holdings Value
Holdings 492 stocks · $755.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.06% | 1,046,071 | $76.0M | Add +32.1% |
| JBND JPMorgan Active Bond ETF | 7.03% | 991,378 | $53.1M | Reduce -8.2% |
| GSLC Goldman Activebeta US LC ETF | 5.80% | 360,800 | $43.8M | Add +29.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 4.44% | 539,447 | $33.6M | Reduce -0.6% |
| DLN Wisdomtree US Largecap Divid | 4.33% | 398,151 | $32.7M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 3.59% | 43,646 | $27.1M | Add +8.3% |
| DIVB iShares Core Dividend ETF | 3.42% | 512,957 | $25.8M | New |
| GSIE Goldman Sachs Activebeta Int | 3.29% | 627,069 | $24.9M | Add +8.1% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 3.15% | 999,094 | $23.8M | Reduce -8.1% |
| DON Wisdomtree US Midcap Dividen | 3.12% | 470,660 | $23.6M | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.84% | 48,987 | $21.5M | Reduce -6.8% |
| PULS Pgim Ultra Short Bond ETF | 2.72% | 412,988 | $20.6M | Add +11.7% |
| PWV Invesco Large Cap Value ETF | 2.55% | 310,057 | $19.3M | Add +6.9% |
| HTAB Hartford Schroders Tax Aware | 2.37% | 958,130 | $17.9M | Reduce -18.6% |
| HAP Vaneck Natural Resources ETF | 2.32% | 336,856 | $17.5M | Add +3.8% |
| JMUB JPMorgan Municipal ETF | 2.14% | 326,468 | $16.2M | Add +6.8% |
| IMCG iShares Morningstar Mid-Cap | 2.07% | 195,304 | $15.7M | Add +5.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.94% | 362,546 | $14.7M | Reduce -4.5% |
| AVDE Avantis International Equity | 1.93% | 197,171 | $14.6M | Reduce -9.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.82% | 183,352 | $13.7M | Add +8.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.48% | 205,089 | $11.2M | Add +4.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.47% | 116,603 | $11.1M | Add +53.8% |
| RECS Columbia Resear Enh Cor ETF | 1.44% | 296,568 | $10.9M | Add +143.2% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.41% | 414,567 | $10.7M | Add +19.9% |
| CWI State Street SPDR MSCI Acwi | 1.31% | 302,274 | $9.9M | Reduce -4.2% |
| DGRW Wisdomtree U.S. Quality Divi | 1.21% | 109,465 | $9.2M | Add +3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.94% | 34,604 | $7.1M | Reduce -0.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.87% | 83,064 | $6.6M | Add +44.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.78% | 82,515 | $5.9M | Reduce -8.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.77% | 228,120 | $5.8M | Add +6.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.76% | 109,310 | $5.7M | Add +37.3% |
| GUNR NT Mstar GLBL NR ETF | 0.70% | 132,394 | $5.3M | Add +30.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.68% | 120,909 | $5.2M | Add +0.9% |
| DFAE Dimensional Emerging Core Eq | 0.62% | 162,232 | $4.7M | Add +3.2% |
| RODM Hartford Multifact Dev MRKT | 0.61% | 134,330 | $4.6M | Reduce -8.2% |
| BBSC JPMorgan Betabuilders US SC | 0.58% | 66,845 | $4.4M | Add +112.1% |
| AVEM Avantis Emerging Markets Eq | 0.57% | 62,724 | $4.3M | Reduce -15.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.51% | 44,535 | $3.9M | Add +133.9% |
| PYLD PIMCO Multisector Bond Actv | 0.49% | 139,770 | $3.7M | New |
| GNR State Street SPDR S&P Global | 0.48% | 67,381 | $3.7M | Reduce -19.3% |
| ISCG iShares Morningstar Small-Ca | 0.46% | 69,317 | $3.4M | Reduce -7.5% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.44% | 96,479 | $3.3M | Add +23.4% |
| JHMM John Hancock Multi Fact Mid | 0.39% | 48,648 | $3.0M | Reduce -31.4% |
| NBCM Neuberger Commodity Strategy | 0.37% | 124,493 | $2.8M | Add +4.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 51,171 | $2.6M | Add +137.3% |
| DFIS Dimensional International SM | 0.34% | 85,935 | $2.6M | Reduce -13.7% |
| FESM Fidelity Enhanced Small Cap | 0.34% | 79,576 | $2.5M | Reduce -20.1% |
| FLQM Franklin U.S. Mid Cap Multif | 0.33% | 46,572 | $2.5M | Add +169.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.33% | 22,381 | $2.5M | Add +4776.0% |
| CSB Victoryshares US Small Cap H | 0.32% | 43,935 | $2.4M | Add +2.9% |
| JSMD Janus Small Mid Cap GR Alp | 0.32% | 31,114 | $2.4M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 4,842 | $2.4M | Add +1.5% |
| HELO JPMorgan Hedged Equity ETF | 0.26% | 31,355 | $2.0M | Reduce -8.6% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 23,628 | $1.9M | Add +42.0% |
| SPEM State Street SP PTF Em ETF | 0.23% | 41,091 | $1.8M | Reduce -0.1% |
| SMLV SS SPDR US SC Low Vol Idx | 0.22% | 13,280 | $1.7M | Reduce -5.0% |
| VNLA Janus Henderson Short Durati | 0.22% | 33,360 | $1.6M | Add +207.4% |
| AAPL Apple Inc. | 0.19% | 7,094 | $1.5M | Add +3.2% |
| PBUS Invesco MSCI USA ETF | 0.18% | 21,825 | $1.4M | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 4,307 | $1.3M | Reduce -0.9% |
| DES Wisdomtree US Smallcap Divid | 0.17% | 40,314 | $1.3M | Reduce -5.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.16% | 47,153 | $1.2M | Reduce -11.1% |
| VOO Vanguard S&P 500 ETF | 0.16% | 2,094 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.15% | 7,437 | $1.1M | No change |
| SCHM Schwab US Mid Cap ETF | 0.15% | 39,676 | $1.1M | Reduce -8.0% |
| MSFT Microsoft Corp. | 0.14% | 2,153 | $1.1M | Add +5.1% |
| SPGM State Street SPDR Portfolio | 0.14% | 14,856 | $1.0M | Add +8.4% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 9,101 | $887K | Add +105.0% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.11% | 29,079 | $849K | Add +6.5% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.11% | 17,412 | $844K | Reduce -44.8% |
| NVDA Nvidia Corp. | 0.10% | 5,015 | $792K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.10% | 5,847 | $786K | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 15,341 | $759K | Add +484.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.10% | 9,159 | $731K | Reduce -10.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,287 | $710K | Add +0.3% |
| GEM Goldman Sachs Activebeta Em | 0.08% | 17,127 | $637K | Add +72.9% |
| WEC WEC Energy Group Inc. | 0.08% | 6,074 | $633K | Add +0.0% |
| JSML Janus Hender SM Cap GRW Alph | 0.08% | 9,205 | $621K | No change |
| IWM iShares Russell 2000 ETF | 0.08% | 2,787 | $601K | Reduce -0.5% |
| USFR Wisdomtree Floating Rate Tre | 0.08% | 11,896 | $599K | Reduce -36.8% |
| IWF iShares Russell 1000 Growth | 0.08% | 1,395 | $592K | Add +7.8% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 7,267 | $451K | Reduce -9.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 1,789 | $430K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.05% | 4,556 | $404K | Add +2611.9% |
| AMZN Amazon.com Inc. | 0.05% | 1,819 | $399K | Reduce -12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 619 | $382K | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,612 | $382K | Reduce -2.9% |
| ORCL Oracle Corp. | 0.05% | 1,701 | $372K | Reduce -44.7% |
| COST Costco Wholesale Corp. | 0.05% | 375 | $371K | No change |
| HD Home Depot Inc. | 0.05% | 995 | $365K | No change |
| FVD First Trust Value Line DVD | 0.05% | 8,113 | $363K | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,002 | $354K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 1,175 | $341K | No change |
| JCI Johnson Controls Internation | 0.04% | 3,204 | $338K | No change |
| LLY Eli Lilly & Co. | 0.04% | 432 | $337K | Reduce -0.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 10,811 | $326K | Add +1.1% |
| GTO Invesco Total Return Bond Et | 0.04% | 6,672 | $313K | Reduce -92.3% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,607 | $285K | Reduce -16.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.04% | 6,433 | $281K | Reduce -13.0% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 3,596 | $270K | Reduce -20.8% |
Portfolio Sells Q1 2025 → Q2 2025
| JBND JPMorgan Active Bond ETF | Reduce -8.2% | 7.03% | −1.96 |
| HTAB Hartford Schroders Tax Aware | Reduce -18.6% | 2.37% | −1.13 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -8.1% | 3.15% | −0.90 |
| DLN Wisdomtree US Largecap Divid | Reduce -4.2% | 4.33% | −0.80 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.0% | 3.12% | −0.61 |
| GTO Invesco Total Return Bond Et | Reduce -92.3% | 0.04% | −0.59 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -0.6% | 4.44% | −0.34 |
| AVDE Avantis International Equity | Reduce -9.5% | 1.93% | −0.31 |
| JHMM John Hancock Multi Fact Mid | Reduce -31.4% | 0.39% | −0.24 |
| GNR State Street SPDR S&P Global | Reduce -19.3% | 0.48% | −0.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.5% | 1.94% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.8% | 2.84% | −0.19 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -8.9% | 0.78% | −0.16 |
| CWI State Street SPDR MSCI Acwi | Reduce -4.2% | 1.31% | −0.14 |
| AVEM Avantis Emerging Markets Eq | Reduce -15.1% | 0.57% | −0.12 |
| FESM Fidelity Enhanced Small Cap | Reduce -20.1% | 0.34% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.94% | −0.11 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -44.8% | 0.11% | −0.10 |
| RODM Hartford Multifact Dev MRKT | Reduce -8.2% | 0.61% | −0.10 |
| ISCG iShares Morningstar Small-Ca | Reduce -7.5% | 0.46% | −0.07 |
| USFR Wisdomtree Floating Rate Tre | Reduce -36.8% | 0.08% | −0.07 |
| DFIS Dimensional International SM | Reduce -13.7% | 0.34% | −0.06 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.6% | 0.26% | −0.06 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Reduce -97.7% | 0.00% | −0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -11.1% | 0.16% | −0.05 |
| SMLV SS SPDR US SC Low Vol Idx | Reduce -5.0% | 0.22% | −0.05 |
| DES Wisdomtree US Smallcap Divid | Reduce -5.5% | 0.17% | −0.04 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -3.3% | 0.32% | −0.03 |
| PFE Pfizer Inc. | Reduce -78.9% | 0.01% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.0% | 0.15% | −0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -10.7% | 0.10% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 0.23% | −0.02 |
| ORCL Oracle Corp. | Reduce -44.7% | 0.05% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.0% | 0.06% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.1% | 0.04% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -39.3% | 0.01% | −0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -13.0% | 0.04% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 0.17% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.04% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -4.9% | 0.05% | −0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -20.8% | 0.04% | −0.01 |
| PEP Pepsico Inc. | Reduce -22.0% | 0.01% | −0.01 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -12.3% | 0.05% | −0.01 |
| SMMD iShares Russell 2500 ETF | Reduce -48.9% | 0.01% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -44.1% | 0.01% | −0.01 |
| GLD SPDR Gold Shares | Reduce -11.7% | 0.03% | −0.01 |
| DGRS Wisdomtree U.S. Smallcap Qua | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.5% | 0.08% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.9% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DIVB iShares Core Dividend ETF | New | 3.42% | +3.42 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +32.1% | 10.06% | +1.97 |
| GSLC Goldman Activebeta US LC ETF | Add +29.8% | 5.80% | +1.04 |
| RECS Columbia Resear Enh Cor ETF | Add +143.2% | 1.44% | +0.81 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +53.8% | 1.47% | +0.52 |
| PYLD PIMCO Multisector Bond Actv | New | 0.49% | +0.49 |
| BBUS JPMorgan Betabuilders US Equ | Add +4776.0% | 0.33% | +0.32 |
| BBSC JPMorgan Betabuilders US SC | Add +112.1% | 0.58% | +0.29 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +133.9% | 0.51% | +0.28 |
| FLQM Franklin U.S. Mid Cap Multif | Add +169.2% | 0.33% | +0.19 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +44.0% | 0.87% | +0.18 |
| JMST JPM Ultra-Short Muni Income | Add +137.3% | 0.34% | +0.17 |
| VNLA Janus Henderson Short Durati | Add +207.4% | 0.22% | +0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +37.3% | 0.76% | +0.12 |
| GUNR NT Mstar GLBL NR ETF | Add +30.2% | 0.70% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +484.2% | 0.10% | +0.08 |
| GSIE Goldman Sachs Activebeta Int | Add +8.1% | 3.29% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +42.0% | 0.25% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +8.3% | 3.59% | +0.07 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +23.4% | 0.44% | +0.06 |
| BBMC JPM Betabuilders US Mid Cap | Add +105.0% | 0.12% | +0.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +19.9% | 1.41% | +0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +2611.9% | 0.05% | +0.05 |
| GEM Goldman Sachs Activebeta Em | Add +72.9% | 0.08% | +0.03 |
| IMCG iShares Morningstar Mid-Cap | Add +5.9% | 2.07% | +0.03 |
| ARTY iShares Future AI & Tech ETF | Add +4822.0% | 0.02% | +0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +8.0% | 1.82% | +0.02 |
| MSFT Microsoft Corp. | Add +5.1% | 0.14% | +0.02 |
| NIC Nicolet Bankshares Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +32.2% | 0.02% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +7.8% | 0.08% | +0.01 |
| FLQS Franklin U.S. Small Cap Mult | New | 0.00% | +0.00 |
| SYM Symbotic Inc. | New | 0.00% | +0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Add +51.3% | 0.01% | +0.00 |
| HDV iShares Core High Dividend E | New | 0.00% | +0.00 |
| SPGM State Street SPDR Portfolio | Add +8.4% | 0.14% | +0.00 |
| CGGE Cap Group Global Eq | Add +6.5% | 0.11% | +0.00 |
| MDT Medtronic PLC | New | 0.00% | +0.00 |
| TTC Toro Co. | New | 0.00% | +0.00 |
| SMH Vaneck Semiconductor ETF | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +7.0% | 0.01% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +3.1% | 0.10% | +0.00 |
| AMD Advanced Micro Devices | Add +2.3% | 0.01% | +0.00 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.00% | +0.00 |
| SUSA iShares ESG Optimized MSCI U | Add +10.8% | 0.03% | +0.00 |
| GDX Vaneck Gold Miners ETF | Add +88.1% | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +53.3% | 0.00% | +0.00 |
| CGUS Cap Group Core Equity | Add +14.9% | 0.01% | +0.00 |
| ISCB iShares Morningstar SM Cap | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.01% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| BTX BlackRock Tech & Priv Eqty | SHS BEN INT | New | 0 | $0 |
| ECAT BlackRock ESG Cap All TRM TR | SHS BEN INT | New | 0 | $0 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | DLY 20 YR TRESUR | Sold out | 0 | $0before exit |
| NDMO Nuveen Dynamic Municipal Opp | COM SHS | New | 0 | $0 |
| SSO Proshares Ultra S&P500 | PSHS ULT S&P 500 | 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 |