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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.64 Million 0.24% of portfolio
33,360
Q2 2025 Added 207.41%
$4.13T
$1.46 Million 0.21% of portfolio
7,094
Q2 2025 Added 3.23%
$0
$1.36 Million 0.2% of portfolio
21,825
Q2 2025 Added 5.75%
$0
$1.28 Million 0.19% of portfolio
40,314
Q2 2025 Reduced 5.47%
$0
$1.31 Million 0.19% of portfolio
4,307
Q2 2025 Reduced 0.9%
$0
$1.2 Million 0.18% of portfolio
47,153
Q2 2025 Reduced 11.05%
$0
$1.19 Million 0.17% of portfolio
2,094
Q1 2025 Added 162.74%
$486B
$1.14 Million 0.17% of portfolio
7,437
Q1 2025 Added 784.3%
$0
$1.11 Million 0.16% of portfolio
39,676
Q2 2025 Reduced 8.03%
$3.84T
$1.07 Million 0.16% of portfolio
2,153
Q2 2025 Added 5.13%
$0
$1.03 Million 0.15% of portfolio
14,856
Q2 2025 Added 8.45%
$0
$886,000 0.13% of portfolio
9,101
Q2 2025 Added 104.98%
$0
$785,000 0.12% of portfolio
5,847
Q2 2025 Added 3.12%
$0
$843,000 0.12% of portfolio
17,412
Q2 2025 Reduced 44.78%
$471B
$792,000 0.12% of portfolio
5,015
Q1 2025 Added 6.93%
$0
$758,000 0.11% of portfolio
15,341
Q2 2025 Added 484.2%
$0
$709,000 0.1% of portfolio
1,287
Q2 2025 Added 0.31%
$0
$592,000 0.09% of portfolio
1,395
Q2 2025 Added 7.81%
$0
$637,000 0.09% of portfolio
17,127
Q2 2025 Added 72.86%
$0
$598,000 0.09% of portfolio
11,896
Q2 2025 Reduced 36.79%
$0
$601,000 0.09% of portfolio
2,787
Q2 2025 Reduced 0.46%
$0
$620,000 0.09% of portfolio
9,205
Q1 2025 Reduced 12.94%
$35.3B
$632,000 0.09% of portfolio
6,074
Q2 2025 Added 0.03%
$0
$450,000 0.07% of portfolio
7,267
Q2 2025 Reduced 9.03%
$0
$382,000 0.06% of portfolio
1,612
Q2 2025 Reduced 2.89%
$2.27T
$399,000 0.06% of portfolio
1,819
Q2 2025 Reduced 12.34%
$0
$382,000 0.06% of portfolio
619
Q2 2025 Reduced 1.75%
$0
$429,000 0.06% of portfolio
1,789
Q1 2025 Reduced 17.94%
$0
$404,000 0.06% of portfolio
4,556
Q2 2025 Added 2,611.9%
$404B
$364,000 0.05% of portfolio
995
Q1 2025 Reduced 0.5%
$406B
$371,000 0.05% of portfolio
375
Q1 2025 Added 0.54%
$0
$326,000 0.05% of portfolio
10,811
Q2 2025 Added 1.14%
$0
$362,000 0.05% of portfolio
8,113
Q2 2025 Reduced 4.89%
$0
$312,000 0.05% of portfolio
6,672
Q2 2025 Reduced 92.26%
$779B
$336,000 0.05% of portfolio
432
Q2 2025 Reduced 0.69%
$779B
$371,000 0.05% of portfolio
1,701
Q2 2025 Reduced 44.74%
$902B
$340,000 0.05% of portfolio
1,175
Q4 2024 Added 9.81%
$74.8B
$338,000 0.05% of portfolio
3,204
Q1 2025 Added 184.8%
$0
$353,000 0.05% of portfolio
2,002
Q1 2025 Added 64.64%
$286B
$252,000 0.04% of portfolio
3,575
Q2 2025 Added 0.08%
$0
$281,000 0.04% of portfolio
6,433
Q2 2025 Reduced 12.97%
$0
$270,000 0.04% of portfolio
3,596
Q2 2025 Reduced 20.76%
$0
$265,000 0.04% of portfolio
10,856
Q1 2025 Reduced 41.03%
$0
$284,000 0.04% of portfolio
2,607
Q2 2025 Reduced 16.09%
$0
$260,000 0.04% of portfolio
2,059
Q2 2025 Added 10.82%
$0
$249,000 0.04% of portfolio
9,000
Q1 2025 Reduced 5.96%
$122B
$228,000 0.03% of portfolio
749
Q2 2025 Reduced 11.67%
$0
$218,000 0.03% of portfolio
1,987
Q3 2024 Reduced 1.49%
$52.2B
$204,000 0.03% of portfolio
11,259
Q2 2025 Added 6.76%

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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