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
$69.4B
$1,000 0.0% of portfolio
24
Q3 2024 New
$4.52B
$8,000 0.0% of portfolio
100
Q4 2024 Reduced 98.18%
$39.2B
$3,000 0.0% of portfolio
36
Q1 2024 Reduced 73.53%
$21.2B
$10,000 0.0% of portfolio
20
Q2 2024 New
Cybin Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$160B
$24,000 0.0% of portfolio
126
Q1 2025 Added 0.8%
$16.8B
$4,000 0.0% of portfolio
94
Q1 2025 Reduced 34.72%
$11.6B
$0 0.0% of portfolio
15
Q3 2020 Reduced 55.88%
$0
$17,000 0.0% of portfolio
420
Q3 2023 Reduced 71.03%
$0
$20,000 0.0% of portfolio
89
Q3 2024 Reduced 51.63%
$0
$2,000 0.0% of portfolio
30
Q3 2025 New
$26.3B
$2,000 0.0% of portfolio
53
Q4 2020 New
$52.1B
$18,000 0.0% of portfolio
1,527
Q2 2025 Added 10.17%
$8.31B
$5,000 0.0% of portfolio
80
Q4 2019 New
$0
$35,000 0.0% of portfolio
807
Q2 2025 New
Ftai Aviation
-
$0 0.0% of portfolio
-
Q4 2022 New
Ge Healthcare
-
$0 0.0% of portfolio
-
Q3 2025 Added 900.0%
$3.16B
$9,000 0.0% of portfolio
765
Q3 2020 New
$0
$14,000 0.0% of portfolio
264
Q3 2025 Added 142.2%
$405M
$5,000 0.0% of portfolio
927
Q3 2021 Reduced 75.43%
$45.6B
$2,000 0.0% of portfolio
49
Q4 2024 Added 63.33%
$23.2B
$10,000 0.0% of portfolio
214
Q2 2025 Added 100.0%
$68.9B
$35,000 0.0% of portfolio
152
Q4 2024 New
$0
$6,000 0.0% of portfolio
115
Q3 2024 Reduced 82.36%
Fidelity Covington
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.74%
Fidelity Enhanced
-
$0 0.0% of portfolio
-
Q2 2025 New
Fidelity Enhanced
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.1%
$0
$29,000 0.0% of portfolio
641
Q1 2025 Reduced 73.71%
$29.2B
$0 0.0% of portfolio
13
Q1 2025 New
Ge Vernova
-
$0 0.0% of portfolio
-
Q3 2025 Added 558.82%
$322M
$0 0.0% of portfolio
18
Q4 2019 New
$0
$9,000 0.0% of portfolio
351
Q4 2020 New
$3.8B
$0 0.0% of portfolio
28
Q3 2023 Reduced 90.54%
$529M
$0 0.0% of portfolio
2
Q4 2019 New
Avantis U S
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$4,000 0.0% of portfolio
45
Q2 2024 New
$3B
$15,000 0.0% of portfolio
400
Q3 2024 Reduced 40.3%
$5.15B
$17,000 0.0% of portfolio
100
Q2 2022 New
$48.8B
$15,000 0.0% of portfolio
325
Q4 2024 New
$413B
$6,000 0.0% of portfolio
133
Q4 2024 New
$89.3B
$11,000 0.0% of portfolio
103
Q2 2024 New
$78.4B
$0 0.0% of portfolio
0
Q3 2025 New
Angi Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$151B
$8,000 0.0% of portfolio
25
Q3 2024 Reduced 37.5%
$388B
$26,000 0.0% of portfolio
165
Q3 2025 Reduced 69.5%
$46.9B
$1,000 0.0% of portfolio
10
Q2 2023 Reduced 93.75%
$13.5B
$2,000 0.0% of portfolio
28
Q3 2021 New
$57.9B
$15,000 0.0% of portfolio
73
Q1 2025 New
American Beacon
-
$0 0.0% of portfolio
-
Q2 2025 New

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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