Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $681 Million
  • Q2 2025

Iag Wealth Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $681 Million distributed in 495 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 $76M, Goldman Sachs ETF Tr Activebet with a value of $43.8M, American Centy ETF Tr Avantis with a value of $33.6M, Wisdomtree Tr U.S Largecap Div with a value of $32.7M, and Ishares Core S&P 500 ETF with a value of $27.1M.

Examining the 13F form we can see an increase of $111M in the current position value, from $570M to 681M.

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

Portfolio value $681 Million
ETFs: $624 Million
Technology: $4.48 Million
Financial Services: $3.62 Million
Healthcare: $2.31 Million
Industrials: $1.89 Million
Utilities: $1.43 Million
Consumer Cyclical: $1.41 Million
Consumer Defensive: $1.09 Million
Other: $2.26 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76 Million 11.17% of portfolio
1,046,071
Q2 2025 Added 32.13%
$0
$43.8 Million 6.43% of portfolio
360,800
Q2 2025 Added 29.82%
$0
$33.6 Million 4.93% of portfolio
539,447
Q2 2025 Reduced 0.62%
$0
$32.7 Million 4.8% of portfolio
398,151
Q2 2025 Reduced 4.2%
$0
$27.1 Million 3.98% of portfolio
43,646
Q2 2025 Added 8.28%
$0
$25.8 Million 3.79% of portfolio
512,957
Q2 2025 New
$0
$23.8 Million 3.5% of portfolio
999,094
Q2 2025 Reduced 8.13%
$0
$23.6 Million 3.47% of portfolio
470,660
Q2 2025 Reduced 2.95%
$0
$21.5 Million 3.15% of portfolio
48,987
Q2 2025 Reduced 6.78%
$0
$20.6 Million 3.02% of portfolio
412,988
Q2 2025 Added 11.67%
$0
$19.8 Million 2.9% of portfolio
627,069
Q2 2025 Added 8.14%
$0
$19.3 Million 2.83% of portfolio
310,057
Q2 2025 Added 6.9%
$0
$17.9 Million 2.63% of portfolio
958,130
Q2 2025 Reduced 18.56%
$0
$17.5 Million 2.57% of portfolio
336,856
Q2 2025 Added 3.76%
$0
$16.2 Million 2.38% of portfolio
326,468
Q2 2025 Added 6.8%
$0
$15.7 Million 2.3% of portfolio
195,304
Q2 2025 Added 5.88%
$0
$14.6 Million 2.14% of portfolio
197,171
Q2 2025 Reduced 9.46%
$0
$13.7 Million 2.02% of portfolio
183,352
Q2 2025 Added 8.0%
$0
$11.2 Million 1.64% of portfolio
205,089
Q2 2025 Added 4.28%
$0
$11.1 Million 1.63% of portfolio
116,603
Q2 2025 Added 53.78%
$0
$10.9 Million 1.6% of portfolio
296,568
Q2 2025 Added 143.19%
$0
$10.7 Million 1.57% of portfolio
414,567
Q2 2025 Added 19.85%
$0
$9.87 Million 1.45% of portfolio
302,274
Q2 2025 Reduced 4.22%
$0
$9.17 Million 1.35% of portfolio
109,465
Q2 2025 Added 3.56%
$0
$6.6 Million 0.97% of portfolio
83,064
Q2 2025 Added 43.96%
$0
$6.3 Million 0.93% of portfolio
34,604
Q2 2025 Reduced 0.27%
$0
$5.88 Million 0.86% of portfolio
82,515
Q2 2025 Reduced 8.95%
$0
$5.84 Million 0.86% of portfolio
228,120
Q2 2025 Added 6.86%
$0
$5.72 Million 0.84% of portfolio
109,310
Q2 2025 Added 37.25%
$0
$5.31 Million 0.78% of portfolio
132,394
Q2 2025 Added 30.19%
$0
$5.15 Million 0.76% of portfolio
120,909
Q2 2025 Added 0.91%
$0
$4.7 Million 0.69% of portfolio
162,232
Q2 2025 Added 3.2%
$0
$4.58 Million 0.67% of portfolio
134,330
Q2 2025 Reduced 8.15%
$0
$4.41 Million 0.65% of portfolio
66,845
Q2 2025 Added 112.09%
$0
$4.3 Million 0.63% of portfolio
62,724
Q2 2025 Reduced 15.05%
$0
$3.87 Million 0.57% of portfolio
44,535
Q2 2025 Added 133.93%
$0
$3.65 Million 0.54% of portfolio
67,381
Q2 2025 Reduced 19.32%
$0
$3.45 Million 0.51% of portfolio
69,317
Q2 2025 Reduced 7.46%
$0
$2.97 Million 0.44% of portfolio
48,648
Q2 2025 Reduced 31.38%
$0
$2.56 Million 0.38% of portfolio
85,935
Q2 2025 Reduced 13.71%
$0
$2.61 Million 0.38% of portfolio
51,171
Q2 2025 Added 137.28%
$0
$2.5 Million 0.37% of portfolio
22,381
Q2 2025 Added 4,776.03%
$0
$2.53 Million 0.37% of portfolio
46,572
Q2 2025 Added 169.2%
$0
$2.43 Million 0.36% of portfolio
43,935
Q2 2025 Added 2.91%
$0
$2.42 Million 0.35% of portfolio
31,114
Q2 2025 Reduced 3.29%
$0
$1.87 Million 0.28% of portfolio
23,628
Q2 2025 Added 42.04%
$0
$1.76 Million 0.26% of portfolio
41,091
Q2 2025 Reduced 0.15%
$0
$1.66 Million 0.24% of portfolio
13,280
Q2 2025 Reduced 5.05%
$0
$1.64 Million 0.24% of portfolio
33,360
Q2 2025 Added 207.41%

Summary

  • Portfolio
  • No. of Stocks 495
  • Current Value $681 Million
  • Prior Value $570 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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