IAG Wealth Partners, LLC: 13F holdings
CIK 18272612026Q2
| Positions | 508 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 508 (-1 vs prior quarter) |
|---|
| Reported value | $1.0bn (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM STATE STREET | 838,486 | $73.7m | 7.3% |
| JBND JPMORGAN ACTIVE | 1,114,649 | $59.6m | 5.9% |
| AVIV AVANTIS INTL | 673,117 | $52.1m | 5.2% |
| MMIT NYLI MACKAY | 1,967,096 | $47.9m | 4.8% |
| GSLC GOLDMAN SACHS | 321,376 | $45.6m | 4.5% |
| CCEP WISDOMTREE U S | 402,998 | $38.8m | 3.9% |
| EWU GOLDMAN SACHS | 701,237 | $32.0m | 3.2% |
| DIVB ISHARES CORE | 508,870 | $31.3m | 3.1% |
| IVV ISHARES CORE | 37,139 | $27.8m | 2.8% |
| FELG FIDELITY ENHANCED | 631,926 | $27.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1827261")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples