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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$125,000 0.02% of portfolio
1,017
Q2 2025 New
$1.78B
$46,000 0.01% of portfolio
3,300
Q3 2024 Reduced 3.28%
$1.69B
$2,000 0.0% of portfolio
100
Q2 2022 New
$494M
$0 0.0% of portfolio
4
Q2 2022 New
$1.2B
$5,000 0.0% of portfolio
800
Q2 2025 Reduced 45.76%
$1.19B
$5,000 0.0% of portfolio
100
Q4 2024 New
$359M
$8,000 0.0% of portfolio
927
Q3 2021 Reduced 75.43%
$483M
$1,000 0.0% of portfolio
200
Q3 2022 New
$358M
$0 0.0% of portfolio
18
Q4 2019 New
$502M
$0 0.0% of portfolio
2
Q4 2019 New
$840M
$17,000 0.0% of portfolio
1,880
Q1 2024 New
$734M
$1,000 0.0% of portfolio
167
Q4 2020 Added 173.77%
$439M
$0 0.0% of portfolio
19
Q4 2019 New
$329M
$0 0.0% of portfolio
50
Q2 2025 New
$1.4B
$0 0.0% of portfolio
50
Q2 2025 New
$736M
$3,000 0.0% of portfolio
153
Q4 2019 New

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
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email