IAG Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), IAG Wealth Partners, LLC reported 509 stock positions worth $895.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.2% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 6.7%) and Nylim Mackay Muni Intermedia (MMIT, 5.1%). Compared with Q4 2025, it opened 35 new positions, sold out of 23, added to 110 and reduced 101. The biggest buy was Fidelity Enh LRG Cap GWTH (FELG, shares +81457%) and the biggest sale JPMorgan Active Bond ETF (JBND, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $895.9M (Q1 2026)
- SEC Filing
- 0001104659-26-051488 ↗ filed Apr 29, 2026
Holdings Value
Holdings 509 stocks · $895.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.23% | 846,198 | $64.8M | Add +4.2% |
| JBND JPMorgan Active Bond ETF | 6.66% | 1,109,543 | $59.7M | Reduce -7.6% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 5.13% | 1,905,068 | $45.9M | Add +3.6% |
| AVIV Avantis Intl LRG Cap Val ETF | 4.85% | 580,522 | $43.4M | Add +7.2% |
| GSLC Goldman Activebeta US LC ETF | 4.55% | 325,461 | $40.7M | Reduce -0.7% |
| DLN Wisdomtree US Largecap Divid | 3.98% | 399,184 | $35.7M | Add +2.2% |
| DIVB iShares Core Dividend ETF | 3.14% | 522,211 | $28.2M | Reduce -0.7% |
| GSIE Goldman Sachs Activebeta Int | 3.12% | 647,826 | $27.9M | Add +7.9% |
| DON Wisdomtree US Midcap Dividen | 2.94% | 500,699 | $26.3M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 2.79% | 38,259 | $25.0M | Reduce -0.2% |
| CTA Simplify Managed Futures St | 2.68% | 794,860 | $24.0M | Reduce -2.1% |
| PWV Invesco Large Cap Value ETF | 2.51% | 322,918 | $22.5M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.48% | 50,853 | $22.2M | Add +5.2% |
| AVDE Avantis International Equity | 2.42% | 255,742 | $21.7M | Add +21.1% |
| JMUB JPMorgan Municipal ETF | 2.31% | 413,210 | $20.7M | Add +2.6% |
| PULS Pgim Ultra Short Bond ETF | 2.30% | 416,005 | $20.6M | Reduce -6.8% |
| FELG Fidelity Enh LRG Cap GWTH | 2.26% | 540,723 | $20.3M | Add +81457.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.11% | 414,844 | $18.9M | Add +10.2% |
| HAP Vaneck Natural Resources ETF | 2.05% | 253,095 | $18.3M | Reduce -22.6% |
| IMCG iShares Morningstar Mid-Cap | 2.02% | 229,955 | $18.1M | Add +2.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.82% | 541,170 | $16.3M | Reduce -4.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.56% | 176,720 | $14.0M | Reduce -2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.52% | 229,671 | $13.6M | Add +1.4% |
| RECS Columbia Resear Enh Cor ETF | 1.47% | 337,988 | $13.2M | Add +8.0% |
| DGRW Wisdomtree U.S. Quality Divi | 1.25% | 127,643 | $11.2M | Add +2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.21% | 110,326 | $10.8M | Add +0.9% |
| IWY iShares Russell Top 200 Grow | 1.18% | 42,383 | $10.5M | Add +14.2% |
| SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II | 1.15% | 342,785 | $10.3M | Reduce -14.1% |
| CWI State Street SPDR MSCI Acwi | 1.14% | 280,068 | $10.2M | Add +2.9% |
| GUNR NT Mstar GLBL NR ETF | 1.00% | 162,865 | $9.0M | Add +3.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.86% | 301,042 | $7.7M | Add +2.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.77% | 80,913 | $6.9M | Reduce -3.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.73% | 135,291 | $6.5M | Add +3.2% |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 29,563 | $6.4M | Reduce -2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.64% | 101,958 | $5.8M | Reduce -2.6% |
| AVEM Avantis Emerging Markets Eq | 0.62% | 69,138 | $5.6M | Add +2.2% |
| GNR State Street SPDR S&P Global | 0.59% | 70,534 | $5.3M | Add +3.0% |
| DFAE Dimensional Emerging Core Eq | 0.58% | 153,733 | $5.2M | Reduce -2.3% |
| BBSC JPMorgan Betabuilders US SC | 0.57% | 67,456 | $5.1M | Add +4.6% |
| PYLD PIMCO Multisector Bond Actv | 0.54% | 182,935 | $4.8M | Add +8.6% |
| RODM Hartford Multifact Dev MRKT | 0.52% | 118,803 | $4.7M | Reduce -1.3% |
| FESM Fidelity Enhanced Small Cap | 0.51% | 121,321 | $4.6M | Add +28.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.49% | 58,809 | $4.4M | Reduce -7.0% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.49% | 122,857 | $4.4M | Add +13.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.48% | 44,693 | $4.3M | Reduce -4.8% |
| ISCG iShares Morningstar Small-Ca | 0.48% | 78,077 | $4.3M | Add +2.5% |
| FLQM Franklin U.S. Mid Cap Multif | 0.40% | 64,530 | $3.5M | Add +4.4% |
| DFIS Dimensional International SM | 0.38% | 101,229 | $3.4M | Add +5.6% |
| NBCM Neuberger Commodity Strategy | 0.38% | 121,157 | $3.4M | Reduce -18.8% |
| CSB Victoryshares US Small Cap H | 0.36% | 51,513 | $3.2M | Add +3.5% |
| JHMM John Hancock Multi Fact Mid | 0.33% | 44,233 | $3.0M | Reduce -0.8% |
| BBUS JPMorgan Betabuilders US Equ | 0.26% | 19,939 | $2.3M | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 4,849 | $2.3M | Add +0.6% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 22,666 | $2.3M | Reduce -0.9% |
| JSMD Janus Small Mid Cap GR Alp | 0.25% | 27,929 | $2.2M | Reduce -0.6% |
| HTAB Hartford Schroders Tax Aware | 0.24% | 113,812 | $2.2M | Reduce -5.2% |
| SPEM State Street SP PTF Em ETF | 0.23% | 44,838 | $2.1M | Reduce -0.5% |
| HELO JPMorgan Hedged Equity ETF | 0.23% | 32,452 | $2.1M | Reduce -0.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 39,550 | $2.0M | Add +16.9% |
| JNJ Johnson & Johnson | 0.19% | 7,094 | $1.7M | No change |
| SMLV SS SPDR US SC Low Vol Idx | 0.18% | 11,994 | $1.6M | Reduce -4.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.18% | 64,645 | $1.6M | Add +7.9% |
| WEC WEC Energy Group Inc. | 0.17% | 13,191 | $1.5M | Add +30.0% |
| AAPL Apple Inc. | 0.17% | 5,862 | $1.5M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 4,074 | $1.3M | Add +0.2% |
| DES Wisdomtree US Smallcap Divid | 0.14% | 36,088 | $1.3M | Reduce -9.3% |
| SPGM State Street SPDR Portfolio | 0.14% | 17,011 | $1.3M | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 0.14% | 2,095 | $1.3M | Add +0.1% |
| PBUS Invesco MSCI USA ETF | 0.13% | 18,353 | $1.2M | Reduce -2.5% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 34,778 | $1.1M | Reduce -10.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.12% | 34,208 | $1.0M | Add +20.0% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 8,368 | $907K | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.09% | 2,265 | $838K | Add +3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.09% | 5,510 | $803K | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,373 | $792K | Add +8.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 8,341 | $789K | Reduce -8.9% |
| NVDA Nvidia Corp. | 0.09% | 4,475 | $780K | Reduce -7.1% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 13,692 | $740K | Reduce -9.7% |
| GEM Goldman Sachs Activebeta Em | 0.08% | 17,020 | $735K | Reduce -3.5% |
| BA The Boeing Co. | 0.08% | 3,481 | $693K | Add +12332.1% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.08% | 16,672 | $685K | Reduce -3.1% |
| VNLA Janus Henderson Short Durati | 0.07% | 13,556 | $662K | Add +103.9% |
| IWM iShares Russell 2000 ETF | 0.07% | 2,567 | $637K | Reduce -12.4% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,344 | $573K | No change |
| JSML Janus Hender SM Cap GRW Alph | 0.06% | 7,719 | $541K | Reduce -5.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 14,676 | $441K | Add +4.5% |
| LLY Eli Lilly & Co. | 0.05% | 462 | $425K | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 6,143 | $415K | Reduce -0.3% |
| JCI Johnson Controls Internation | 0.05% | 3,154 | $413K | Reduce -1.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.04% | 4,068 | $393K | Reduce -9.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,477 | $387K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,233 | $363K | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 554 | $360K | No change |
| AMZN Amazon.com Inc. | 0.04% | 1,683 | $351K | Add +2.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.04% | 6,909 | $349K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.04% | 1,432 | $344K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,717 | $337K | Reduce -11.6% |
| COST Costco Wholesale Corp. | 0.04% | 328 | $327K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,613 | $325K | No change |
| FVD First Trust Value Line DVD | 0.04% | 6,719 | $316K | Reduce -14.6% |
Portfolio Sells Q4 2025 → Q1 2026
| JBND JPMorgan Active Bond ETF | Reduce -7.6% | 6.66% | −0.86 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.7% | 4.55% | −0.48 |
| PULS Pgim Ultra Short Bond ETF | Reduce -6.8% | 2.30% | −0.27 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 2.79% | −0.25 |
| HAP Vaneck Natural Resources ETF | Reduce -22.6% | 2.05% | −0.23 |
| SFLO VS SM Cap Free Cash Flow ETF | Reduce -14.1% | 1.15% | −0.21 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -2.1% | 1.56% | −0.17 |
| MFSG MFS Active Growth | Reduce -95.6% | 0.01% | −0.13 |
| DIVB iShares Core Dividend ETF | Reduce -0.7% | 3.14% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 0.71% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -7.0% | 0.49% | −0.06 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -3.0% | 0.77% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.6% | 0.64% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -82.2% | 0.01% | −0.04 |
| USFR Wisdomtree Floating Rate Tre | Reduce -65.8% | 0.02% | −0.03 |
| HTAB Hartford Schroders Tax Aware | Reduce -5.2% | 0.24% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -4.8% | 0.48% | −0.02 |
| AAPL Apple Inc. | Reduce -0.8% | 0.17% | −0.02 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -3.1% | 0.08% | −0.02 |
| HELO JPMorgan Hedged Equity ETF | Reduce -0.0% | 0.23% | −0.02 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -0.6% | 0.25% | −0.02 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.09% | −0.02 |
| PBUS Invesco MSCI USA ETF | Reduce -2.5% | 0.13% | −0.02 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -4.3% | 1.82% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.1% | 0.12% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -87.5% | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -12.4% | 0.07% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.3% | 0.58% | −0.01 |
| NBCM Neuberger Commodity Strategy | Reduce -18.8% | 0.38% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.7% | 0.08% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -79.9% | 0.00% | −0.01 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.5% | 0.23% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -9.3% | 0.14% | −0.01 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -5.2% | 0.06% | −0.01 |
| FEX First Trust Large Cap Core A | Reduce -31.3% | 0.02% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -8.9% | 0.09% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.01 |
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −0.01 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.01 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -4.6% | 0.10% | −0.01 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.8% | 0.33% | −0.01 |
| UNP Union Pacific Corp. | Reduce -67.0% | 0.00% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -14.6% | 0.04% | −0.01 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.01 |
| SMLV SS SPDR US SC Low Vol Idx | Reduce -4.3% | 0.18% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -16.0% | 0.02% | −0.01 |
| UPS United Parcel Service Class B | Reduce -45.2% | 0.01% | −0.01 |
| SOFI Sofi Technologies Inc. | Reduce -76.5% | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -6.4% | 0.03% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| FELG Fidelity Enh LRG Cap GWTH | Add +81457.0% | 2.26% | +2.26 |
| AVDE Avantis International Equity | Add +21.1% | 2.42% | +0.41 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +7.2% | 4.85% | +0.38 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +10.2% | 2.11% | +0.18 |
| GUNR NT Mstar GLBL NR ETF | Add +3.6% | 1.00% | +0.17 |
| GSIE Goldman Sachs Activebeta Int | Add +7.9% | 3.12% | +0.13 |
| FESM Fidelity Enhanced Small Cap | Add +28.2% | 0.51% | +0.10 |
| GNR State Street SPDR S&P Global | Add +3.0% | 0.59% | +0.10 |
| BA The Boeing Co. | Add +12332.1% | 0.08% | +0.08 |
| WEC WEC Energy Group Inc. | Add +30.0% | 0.17% | +0.05 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 0.04% | +0.04 |
| VNLA Janus Henderson Short Durati | Add +103.9% | 0.07% | +0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +13.0% | 0.49% | +0.04 |
| ETHA iShares Ethereum Trust ETF | Add +58683.9% | 0.03% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +16.9% | 0.23% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +2.2% | 0.62% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.2% | 0.73% | +0.02 |
| CSB Victoryshares US Small Cap H | Add +3.5% | 0.36% | +0.02 |
| PEP Pepsico Inc. | Add +192.8% | 0.03% | +0.02 |
| PBP Invesco S&P 500 Buywrite ETF | New | 0.02% | +0.02 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.02% | +0.02 |
| BRIE MFS BR Intl Equity ETF | New | 0.02% | +0.02 |
| MSTR Strategy Inc. | Add +381.5% | 0.02% | +0.01 |
| DFIS Dimensional International SM | Add +5.6% | 0.38% | +0.01 |
| EFAA Invesco MSCI Eafe Income Adv | New | 0.01% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +8.6% | 0.54% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +2891.7% | 0.01% | +0.01 |
| PSH Pgim Short Duration High YLD | New | 0.01% | +0.01 |
| CGGE Cap Group Global Eq | Add +20.0% | 0.12% | +0.01 |
| BMNR Bitmine Immersion Technologi | Add +352.1% | 0.02% | +0.01 |
| CWI State Street SPDR MSCI Acwi | Add +2.9% | 1.14% | +0.01 |
| CVX Chevron Corp. | Add +10.5% | 0.03% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.01% | +0.01 |
| BBSC JPMorgan Betabuilders US SC | Add +4.6% | 0.57% | +0.01 |
| GWW WW Grainger Inc. | Add +56.5% | 0.02% | +0.01 |
| SPGM State Street SPDR Portfolio | Add +10.8% | 0.14% | +0.01 |
| EPI Wisdomtree India Earnings | Add +5376.9% | 0.01% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +7.9% | 0.18% | +0.00 |
| CGCV Cap Group Conservative Eq | New | 0.00% | +0.00 |
| AMGN Amgen Inc. | Add +24.7% | 0.02% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.02% | +0.00 |
| ASB Associated Banc-Corp. | Add +4250.0% | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +39.5% | 0.01% | +0.00 |
| LMT Lockheed Martin Corp. | Add +4800.0% | 0.00% | +0.00 |
| LIN Linde PLC | Add +40.7% | 0.01% | +0.00 |
| UFPI Ufp Industries Inc. | New | 0.00% | +0.00 |
| DUK Duke Energy Corp. | Add +154.6% | 0.00% | +0.00 |
| LOW Lowe's Cos Inc. | Add +178.6% | 0.00% | +0.00 |
| WM Waste Management Inc. | Add +22.9% | 0.01% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +184.5% | 0.00% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| USB US Bancorp | COM NEW | 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 |