IAG Wealth Partners, LLC
CIK 1827261
13F filing for Q2 2026・No. 2,569
- Holdings
- US$1.01B
- Quarter change
- +US$114.51M
- Entries
- 508
- Net bought (estimate)
- +US$40.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 18
- Cut 101
- Added 84
- Corporate actions 2
- Unchanged 306
Largest holdings
508 stocks worth US$1.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STATE STREETMF Closed and MF Open | Cut | 838,486 | US$73.69M | 7.29% |
| JPMORGAN ACTIVEMF Closed and MF Open | Added | 1,114,649 | US$59.63M | 5.90% |
| AVANTIS INTLMF Closed and MF Open | Added | 673,117 | US$52.11M | 5.16% |
| NYLI MACKAYMF Closed and MF Open | Added | 1,967,096 | US$47.9M | 4.74% |
| GOLDMAN SACHSMF Closed and MF Open | Cut | 321,376 | US$45.6M | 4.51% |
| WISDOMTREE U SMF Closed and MF Open | Added | 402,998 | US$38.82M | 3.84% |
| GOLDMAN SACHSMF Closed and MF Open | Added | 701,237 | US$32.05M | 3.17% |
| ISHARES COREMF Closed and MF Open | Cut | 508,870 | US$31.35M | 3.10% |
| IVVISHARES COREMF Closed and MF Open | Cut | 37,139 | US$27.81M | 2.75% |
| FIDELITY ENHANCEDMF Closed and MF Open | Added | 631,926 | US$27.65M | 2.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.