Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025

Iag Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $743 Million distributed in 526 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $63.8M, Goldman Sachs ETF Tr Activebet with a value of $44.3M, Indexiq Active ETF Tr Iq Macka with a value of $40.7M, American Centy ETF Tr Avantis with a value of $37.1M, and Wisdomtree Tr U.S Largecap Div with a value of $34.3M.

Examining the 13F form we can see an increase of $62M in the current position value, from $681M to 743M.

Below you can find more details about Iag Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $743 Million
ETFs: $679 Million
Technology: $5.35 Million
Financial Services: $4.04 Million
Healthcare: $2.54 Million
Industrials: $2.12 Million
Utilities: $2.04 Million
Consumer Cyclical: $1.59 Million
Communication Services: $1.08 Million
Other: $2.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.8 Million 8.59% of portfolio
814,475
Q3 2025 Reduced 22.14%
$0
$44.3 Million 5.96% of portfolio
339,916
Q3 2025 Reduced 5.79%
$0
$40.7 Million 5.47% of portfolio
1,673,280
Q3 2025 Added 67.48%
$0
$37.1 Million 4.99% of portfolio
550,018
Q3 2025 Added 1.96%
$0
$34.3 Million 4.62% of portfolio
393,899
Q3 2025 Reduced 1.07%
$0
$27.4 Million 3.68% of portfolio
40,887
Q3 2025 Reduced 6.32%
$0
$27 Million 3.64% of portfolio
517,369
Q3 2025 Added 0.86%
$0
$25.4 Million 3.42% of portfolio
485,330
Q3 2025 Added 3.12%
$0
$23.4 Million 3.15% of portfolio
48,811
Q3 2025 Reduced 0.36%
$0
$21.7 Million 2.92% of portfolio
776,298
Q3 2025 New
$0
$21.2 Million 2.85% of portfolio
425,522
Q3 2025 Added 3.03%
$0
$20.7 Million 2.78% of portfolio
316,933
Q3 2025 Added 2.22%
$0
$19.6 Million 2.64% of portfolio
388,132
Q3 2025 Added 18.89%
$0
$19.3 Million 2.6% of portfolio
338,507
Q3 2025 Added 0.49%
$0
$19.2 Million 2.59% of portfolio
610,291
Q3 2025 Reduced 2.68%
$0
$17.4 Million 2.35% of portfolio
210,662
Q3 2025 Added 7.86%
$0
$15.8 Million 2.12% of portfolio
368,735
Q3 2025 Added 1.71%
$0
$15.1 Million 2.03% of portfolio
187,352
Q3 2025 Added 2.18%
$0
$14.6 Million 1.97% of portfolio
535,932
Q3 2025 Added 29.28%
$0
$12.3 Million 1.66% of portfolio
305,088
Q3 2025 Added 2.87%
$0
$12.2 Million 1.65% of portfolio
213,763
Q3 2025 Added 4.23%
$0
$11.8 Million 1.59% of portfolio
112,924
Q3 2025 Reduced 3.16%
$0
$10.2 Million 1.37% of portfolio
114,609
Q3 2025 Added 4.7%
$0
$10.2 Million 1.37% of portfolio
37,217
Q3 2025 New
$0
$10 Million 1.35% of portfolio
287,338
Q3 2025 Reduced 4.94%
$0
$6.85 Million 0.92% of portfolio
82,132
Q3 2025 Reduced 1.12%
$0
$6.59 Million 0.89% of portfolio
254,973
Q3 2025 Added 11.77%
$0
$6.54 Million 0.88% of portfolio
149,486
Q3 2025 Added 12.91%
$0
$5.96 Million 0.8% of portfolio
107,684
Q3 2025 Reduced 1.49%
$0
$5.92 Million 0.8% of portfolio
32,514
Q3 2025 Reduced 6.04%
$0
$5.82 Million 0.78% of portfolio
125,549
Q3 2025 Added 3.84%
$0
$5.34 Million 0.72% of portfolio
72,848
Q3 2025 Reduced 11.72%
$0
$5.11 Million 0.69% of portfolio
161,924
Q3 2025 Reduced 0.19%
$0
$4.98 Million 0.67% of portfolio
67,212
Q3 2025 Added 0.55%
$0
$4.93 Million 0.66% of portfolio
65,653
Q3 2025 Added 4.67%
$0
$4.47 Million 0.6% of portfolio
125,945
Q3 2025 Reduced 6.24%
$0
$4.19 Million 0.56% of portfolio
45,769
Q3 2025 Added 2.77%
$0
$3.98 Million 0.54% of portfolio
67,176
Q3 2025 Reduced 0.3%
$0
$3.96 Million 0.53% of portfolio
72,868
Q3 2025 Added 5.12%
$0
$3.31 Million 0.45% of portfolio
173,124
Q3 2025 Reduced 81.93%
$0
$3.17 Million 0.43% of portfolio
56,230
Q3 2025 Added 20.74%
$0
$2.95 Million 0.4% of portfolio
93,251
Q3 2025 Added 8.51%
$0
$2.9 Million 0.39% of portfolio
44,899
Q3 2025 Reduced 7.71%
$0
$2.83 Million 0.38% of portfolio
47,760
Q3 2025 Added 8.71%
$0
$2.58 Million 0.35% of portfolio
21,355
Q3 2025 Reduced 4.58%
$0
$2.54 Million 0.34% of portfolio
30,325
Q3 2025 Reduced 2.54%
$662B
$2.42 Million 0.33% of portfolio
4,819
Q3 2025 Reduced 0.48%
$0
$2.08 Million 0.28% of portfolio
23,339
Q3 2025 Reduced 1.22%
$0
$2.04 Million 0.28% of portfolio
43,665
Q3 2025 Added 6.26%

Summary

  • Portfolio
  • No. of Stocks 526
  • Current Value $743 Million
  • Prior Value $681 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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