IAG Wealth Partners, LLC

13F filer · CIK 0001827261

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$1.01BU.S. long equity reported on 13F

Positions2977 new · 14 closed

Net flow last quarter+$6.98MBuys minus sells

Top 10 positions weight10.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026297 positions
AVIVAviv REIT, Inc.	$52.1M	5.16%	1.39%	+16.0%	Q4 2024
PULSPulse Electronics Corp	$21.3M	2.11%	2.45%	+3.3%	Q1 2022
SPMDSupermedia Inc.	$15.1M	1.49%	Not reported	-3.0%	Q1 2020
SPABASTROTECH Corp	$7.82M	0.77%	Not reported	+1.7%	Q3 2021
RODMDirect Markets Holdings Corp.	$4.68M	0.46%	Not reported	-2.6%	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.41M	0.24%	Not reported	-0.8%	Q4 2019
JNJJohnson & Johnson	$1.73M	0.17%	0.00%	-4.0%	Q4 2019
AAPLApple Inc.	$1.65M	0.16%	0.00%	-3.0%	Q4 2019
WECWec Energy Group, Inc.	$1.48M	0.15%	0.00%	-4.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.06M	0.10%	Not reported	+4.8%	Q4 2019
NVDANvidia Corp	$855K	0.08%	0.00%	-4.5%	Q4 2019
MSFTMicrosoft Corp	$834K	0.08%	0.00%	-1.3%	Q4 2019
BABoeing Co	$750K	0.07%	0.00%	-0.5%	Q4 2019
LLYELI LILLY & Co	$734K	0.07%	0.00%	+32.5%	Q4 2019
JCIJohnson Controls International plc	$526K	0.05%	0.00%	+14.1%	Q4 2019
AMZNAmazon Com Inc	$458K	0.05%	0.00%	+14.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$425K	0.04%	Not reported	+2.9%	Q4 2019
CATCaterpillar Inc	$408K	0.04%	0.00%	-5.0%	Q4 2019
GOOGAlphabet Inc.	$381K	0.04%	Not reported	+9.3%	Q4 2019
JPMJPMorgan Chase & Co	$373K	0.04%	0.00%	-7.5%	Q4 2019
SMMUOasys Mobile, Inc.	$352K	0.03%	Not reported	+1.0%	Q1 2023
HDHome Depot, Inc.	$328K	0.03%	0.00%	Not reported	Q4 2019
AMATApplied Materials Inc	$322K	0.03%	0.00%	Not reported	Q1 2020
DEDeere & Co	$314K	0.03%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$307K	0.03%	0.00%	Not reported	Q4 2020
SUSASouthern USA Resources Inc.	$303K	0.03%	Not reported	Not reported	Q4 2019
KOCoca Cola Co	$293K	0.03%	0.00%	-5.1%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$285K	0.03%	Not reported	-12.0%	Q4 2019
NEENextera Energy Inc	$281K	0.03%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$278K	0.03%	0.00%	-10.5%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$276K	0.03%	Not reported	Not reported	Q4 2019
ORCLOracle Corp	$236K	0.02%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$230K	0.02%	0.00%	+41.4%	Q4 2019
GWWW.W. Grainger, Inc.	$229K	0.02%	0.00%	-0.6%	Q4 2019
BMNRBitmine Immersion Technologies, Inc.	$225K	0.02%	0.00%	+115.0%	Q3 2025
CVXChevron Corp	$224K	0.02%	0.00%	-8.9%	Q4 2019
GLDSPDR Gold Trust	$217K	0.02%	0.00%	-9.2%	Q4 2019
MSTRStrategy Inc	$208K	0.02%	Not reported	+64.2%	Q4 2024
PEPPepsico Inc	$198K	0.02%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$189K	0.02%	0.00%	+0.4%	Q4 2019
DGICADonegal Group Inc	$187K	0.02%	Not reported	Not reported	Q3 2025
TSLATesla, Inc.	$180K	0.02%	0.00%	-5.7%	Q4 2019
WPCW. P. Carey Inc.	$171K	0.02%	0.00%	+0.1%	Q4 2019
GSGoldman Sachs Group Inc	$169K	0.02%	0.00%	Not reported	Q1 2022
NICNicolet Bankshares Inc	$168K	0.02%	0.00%	Not reported	Q4 2019
GOOGLAlphabet Inc.	$166K	0.02%	0.00%	-2.7%	Q4 2019
ETEnergy Transfer LP	$161K	0.02%	0.00%	-23.3%	Q4 2019
IBITiShares Bitcoin Trust ETF	$155K	0.02%	0.00%	+237.6%	Q4 2024
VVisa Inc.	$146K	0.01%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$131K	0.01%	0.00%	-13.8%	Q4 2019

Q1 2026Reported Apr 29, 2026303 positions
AVIVAviv REIT, Inc.	$43.4M	4.85%	1.20%	+7.2%	Q4 2024
PULSPulse Electronics Corp	$20.6M	2.30%	2.37%	-6.8%	Q1 2022
SPMDSupermedia Inc.	$13.6M	1.52%	Not reported	+1.5%	Q1 2020
SPABASTROTECH Corp	$7.71M	0.86%	Not reported	+2.4%	Q3 2021
RODMDirect Markets Holdings Corp.	$4.68M	0.52%	Not reported	-1.3%	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.32M	0.26%	Not reported	+0.6%	Q4 2019
JNJJohnson & Johnson	$1.73M	0.19%	0.00%	Not reported	Q4 2019
WECWec Energy Group, Inc.	$1.53M	0.17%	0.00%	+30.0%	Q4 2019
AAPLApple Inc.	$1.49M	0.17%	0.00%	-0.8%	Q4 2019
MSFTMicrosoft Corp	$838K	0.09%	0.00%	+3.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$792K	0.09%	Not reported	+8.8%	Q4 2019
NVDANvidia Corp	$780K	0.09%	0.00%	-7.1%	Q4 2019
BABoeing Co	$693K	0.08%	0.00%	+12332.1%	Q4 2019
LLYELI LILLY & Co	$425K	0.05%	0.00%	Not reported	Q4 2019
JCIJohnson Controls International plc	$413K	0.05%	0.00%	-1.6%	Q4 2019
JPMJPMorgan Chase & Co	$363K	0.04%	0.00%	+8.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$360K	0.04%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$351K	0.04%	0.00%	+2.8%	Q4 2019
SMMUOasys Mobile, Inc.	$349K	0.04%	Not reported	Not reported	Q1 2023
COSTCostco Wholesale Corp	$327K	0.04%	0.00%	Not reported	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$316K	0.04%	Not reported	-14.6%	Q4 2019
CVXChevron Corp	$306K	0.03%	0.00%	+10.5%	Q4 2019
HDHome Depot, Inc.	$306K	0.03%	0.00%	-6.4%	Q4 2019
NEENextera Energy Inc	$297K	0.03%	0.00%	Not reported	Q1 2022
KOCoca Cola Co	$289K	0.03%	0.00%	Not reported	Q4 2019
ETHAiShares Ethereum Trust ETF	$288K	0.03%	0.00%	+58683.9%	Q3 2025
CATCaterpillar Inc	$286K	0.03%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$283K	0.03%	Not reported	Not reported	Q4 2019
GLDSPDR Gold Trust	$279K	0.03%	0.00%	-8.3%	Q4 2019
DEDeere & Co	$279K	0.03%	0.00%	Not reported	Q4 2022
SUSASouthern USA Resources Inc.	$259K	0.03%	Not reported	Not reported	Q4 2019
AVGOBroadcom Inc.	$254K	0.03%	0.00%	+11.7%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$242K	0.03%	Not reported	Not reported	Q4 2019
ORCLOracle Corp	$237K	0.03%	0.00%	Not reported	Q4 2019
PEPPepsico Inc	$227K	0.03%	0.00%	+192.8%	Q4 2019
ETEnergy Transfer LP	$211K	0.02%	0.00%	-11.8%	Q4 2019
MCDMcdonalds Corp	$187K	0.02%	0.00%	+9.7%	Q4 2019
GWWW.W. Grainger, Inc.	$184K	0.02%	0.00%	+56.5%	Q4 2019
MSTRStrategy Inc	$181K	0.02%	Not reported	+381.5%	Q4 2024
XOMExxonMobil Holdings Corp	$175K	0.02%	0.00%	-24.4%	Q4 2019
DGICADonegal Group Inc	$170K	0.02%	Not reported	Not reported	Q3 2025
TSLATesla, Inc.	$169K	0.02%	0.00%	Not reported	Q4 2019
NOCNorthrop Grumman Corp	$168K	0.02%	0.00%	-9.2%	Q4 2019
TAt&T Inc.	$167K	0.02%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$162K	0.02%	0.00%	+2.1%	Q4 2019
WPCW. P. Carey Inc.	$162K	0.02%	0.00%	+0.2%	Q4 2019
BMNRBitmine Immersion Technologies, Inc.	$155K	0.02%	0.00%	+352.1%	Q3 2025
AMATApplied Materials Inc	$152K	0.02%	0.00%	+0.2%	Q1 2020
NICNicolet Bankshares Inc	$151K	0.02%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$149K	0.02%	0.00%	+24.7%	Q4 2019

Q4 2025Reported Feb 10, 2026293 positions
AVIVAviv REIT, Inc.	$38.6M	4.47%	1.12%	-1.6%	Q4 2024
PULSPulse Electronics Corp	$22.1M	2.56%	2.54%	+4.9%	Q1 2022
SPMDSupermedia Inc.	$13.1M	1.52%	Not reported	+5.9%	Q1 2020
SPABASTROTECH Corp	$7.57M	0.88%	Not reported	+15.3%	Q3 2021
RODMDirect Markets Holdings Corp.	$4.45M	0.52%	Not reported	-4.4%	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.42M	0.28%	Not reported	Not reported	Q4 2019
AAPLApple Inc.	$1.61M	0.19%	0.00%	-14.2%	Q4 2019
JNJJohnson & Johnson	$1.47M	0.17%	0.00%	-3.3%	Q4 2019
WECWec Energy Group, Inc.	$1.07M	0.12%	0.00%	-5.0%	Q4 2019
MSFTMicrosoft Corp	$1.06M	0.12%	0.00%	-3.4%	Q4 2019
NVDANvidia Corp	$898K	0.10%	0.00%	-4.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$775K	0.09%	Not reported	+2.6%	Q4 2019
LLYELI LILLY & Co	$497K	0.06%	0.00%	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$385K	0.04%	0.00%	+33.8%	Q4 2024
JCIJohnson Controls International plc	$384K	0.04%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$378K	0.04%	0.00%	-5.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$378K	0.04%	Not reported	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$367K	0.04%	0.00%	Not reported	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$363K	0.04%	Not reported	-3.0%	Q4 2019
HDHome Depot, Inc.	$342K	0.04%	0.00%	-3.0%	Q4 2019
ORCLOracle Corp	$314K	0.04%	0.00%	-12.6%	Q4 2019
GOOGAlphabet Inc.	$309K	0.04%	Not reported	Not reported	Q4 2019
COSTCostco Wholesale Corp	$283K	0.03%	0.00%	Not reported	Q4 2020
GLDSPDR Gold Trust	$281K	0.03%	0.00%	-7.1%	Q4 2019
SUSASouthern USA Resources Inc.	$274K	0.03%	Not reported	-3.5%	Q4 2019
KOCoca Cola Co	$266K	0.03%	0.00%	+6.4%	Q4 2019
NEENextera Energy Inc	$257K	0.03%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$254K	0.03%	0.00%	-2.4%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$236K	0.03%	Not reported	Not reported	Q4 2019
CATCaterpillar Inc	$231K	0.03%	0.00%	-11.0%	Q4 2019
DEDeere & Co	$230K	0.03%	0.00%	+15.7%	Q4 2022
ETEnergy Transfer LP	$205K	0.02%	0.00%	+14.1%	Q4 2019
TSLATesla, Inc.	$204K	0.02%	0.00%	Not reported	Q4 2019
CVXChevron Corp	$204K	0.02%	0.00%	-12.1%	Q4 2019
DGICADonegal Group Inc	$198K	0.02%	Not reported	Not reported	Q3 2025
MCDMcdonalds Corp	$168K	0.02%	0.00%	+0.4%	Q4 2019
ABBVAbbVie Inc.	$167K	0.02%	0.00%	+0.4%	Q4 2019
XOMExxonMobil Holdings Corp	$165K	0.02%	0.00%	+3.1%	Q4 2019
NOCNorthrop Grumman Corp	$155K	0.02%	0.00%	Not reported	Q4 2019
WPCW. P. Carey Inc.	$153K	0.02%	0.00%	-2.5%	Q4 2019
GSGoldman Sachs Group Inc	$153K	0.02%	0.00%	Not reported	Q1 2022
VVisa Inc.	$149K	0.02%	0.00%	-14.1%	Q4 2019
METAMeta Platforms, Inc.	$147K	0.02%	Not reported	-18.4%	Q4 2019
GOOGLAlphabet Inc.	$145K	0.02%	0.00%	-4.5%	Q4 2019
TAt&T Inc.	$143K	0.02%	0.00%	Not reported	Q4 2019
NICNicolet Bankshares Inc	$123K	0.01%	0.01%	Not reported	Q4 2019
UPSUnited Parcel Service Inc	$116K	0.01%	0.00%	+0.8%	Q4 2019
AMATApplied Materials Inc	$114K	0.01%	0.00%	Not reported	Q1 2020
AMGNAmgen Inc	$111K	0.01%	0.00%	+0.3%	Q4 2019
LNTAlliant Energy Corp	$110K	0.01%	0.00%	-36.8%	Q3 2022

Q3 2025Reported Nov 12, 2025302 positions
AVIVAviv REIT, Inc.	$37.1M	4.46%	1.13%	+2.0%	Q4 2024
PULSPulse Electronics Corp	$21.2M	2.55%	2.42%	+3.0%	Q1 2022
SPMDSupermedia Inc.	$12.2M	1.47%	Not reported	+4.2%	Q1 2020
SPABASTROTECH Corp	$6.59M	0.79%	Not reported	+11.8%	Q3 2021
RODMDirect Markets Holdings Corp.	$4.47M	0.54%	Not reported	-6.2%	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.42M	0.29%	Not reported	-0.5%	Q4 2019
AAPLApple Inc.	$1.75M	0.21%	0.00%	-3.0%	Q4 2019
JNJJohnson & Johnson	$1.36M	0.16%	0.00%	-1.3%	Q4 2019
WECWec Energy Group, Inc.	$1.22M	0.15%	0.00%	+75.8%	Q4 2019
MSFTMicrosoft Corp	$1.18M	0.14%	0.00%	+5.7%	Q4 2019
NVDANvidia Corp	$936K	0.11%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$738K	0.09%	Not reported	-4.4%	Q4 2019
ORCLOracle Corp	$519K	0.06%	0.00%	+8.4%	Q4 2019
HDHome Depot, Inc.	$416K	0.05%	0.00%	+3.1%	Q4 2019
AMZNAmazon Com Inc	$382K	0.05%	0.00%	-4.4%	Q4 2019
IBITiShares Bitcoin Trust ETF	$376K	0.05%	0.00%	+254.0%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$375K	0.05%	Not reported	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$369K	0.04%	Not reported	-10.5%	Q4 2019
JPMJPMorgan Chase & Co	$360K	0.04%	0.00%	-3.0%	Q4 2019
LLYELI LILLY & Co	$353K	0.04%	0.00%	+6.9%	Q4 2019
JCIJohnson Controls International plc	$352K	0.04%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$304K	0.04%	0.00%	-12.5%	Q4 2020
SUSASouthern USA Resources Inc.	$276K	0.03%	Not reported	-1.2%	Q4 2019
GLDSPDR Gold Trust	$271K	0.03%	0.00%	+1.7%	Q4 2019
AVGOBroadcom Inc.	$249K	0.03%	0.00%	+38.7%	Q1 2021
NEENextera Energy Inc	$242K	0.03%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$240K	0.03%	Not reported	Not reported	Q4 2019
KOCoca Cola Co	$237K	0.03%	0.00%	+0.1%	Q4 2019
CVXChevron Corp	$237K	0.03%	0.00%	+0.4%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$234K	0.03%	Not reported	Not reported	Q4 2019
CATCaterpillar Inc	$216K	0.03%	0.00%	-2.0%	Q4 2019
TSLATesla, Inc.	$202K	0.02%	0.00%	-11.5%	Q4 2019
METAMeta Platforms, Inc.	$200K	0.02%	Not reported	+22.0%	Q4 2019
DEDeere & Co	$196K	0.02%	0.00%	Not reported	Q4 2022
DGICADonegal Group Inc	$192K	0.02%	Not reported	New	Q3 2025
ETEnergy Transfer LP	$187K	0.02%	0.00%	-3.4%	Q4 2019
LNTAlliant Energy Corp	$180K	0.02%	0.00%	Not reported	Q3 2022
VVisa Inc.	$169K	0.02%	0.00%	+25.0%	Q4 2019
ABBVAbbVie Inc.	$169K	0.02%	0.00%	-36.6%	Q4 2019
MCDMcdonalds Corp	$166K	0.02%	0.00%	+0.2%	Q4 2019
NOCNorthrop Grumman Corp	$165K	0.02%	0.00%	Not reported	Q4 2019
WPCW. P. Carey Inc.	$165K	0.02%	0.00%	-2.2%	Q4 2019
TAt&T Inc.	$163K	0.02%	0.00%	-4.3%	Q4 2019
XOMExxonMobil Holdings Corp	$150K	0.02%	0.00%	Not reported	Q4 2019
GEGeneral Electric Co	$146K	0.02%	0.00%	+371.8%	Q3 2021
GSGoldman Sachs Group Inc	$139K	0.02%	0.00%	Not reported	Q1 2022
NICNicolet Bankshares Inc	$137K	0.02%	0.01%	Not reported	Q4 2019
IAUIshares Gold Trust	$130K	0.02%	0.00%	Not reported	Q4 2019
NFLXNetflix Inc	$121K	0.01%	0.00%	+23.2%	Q2 2024
STNGScorpio Tankers Inc.	$120K	0.01%	0.00%	New	Q3 2025

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