IAG Wealth Partners, LLC
IAG Wealth Partners, LLC reported 508 positions worth $1.01B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPYM (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $73.7M | 7.29% | 838,486 | — | — | |
| ▸ 2 | JBND | SH | $59.6M | 5.90% | 1,114,649 | — | — | |
| ▸ 3 | AVIV | SH | $52.1M | 5.16% | 673,117 | — | — | |
| ▸ 4 | MMIT | SH | $47.9M | 4.74% | 1,967,096 | — | — | |
| ▸ 5 | GSLC | SH | $45.6M | 4.51% | 321,376 | — | — | |
| ▸ 6 | DLN | SH | $38.8M | 3.84% | 402,998 | — | — | |
| ▸ 7 | GSIE | SH | $32.0M | 3.17% | 701,237 | — | — | |
| ▸ 8 | DIVB | SH | $31.3M | 3.10% | 508,870 | — | — | |
| ▸ 9 | IVV | SH | $27.8M | 2.75% | 37,139 | — | — | |
| ▸ 10 | FELG | SH | $27.6M | 2.74% | 631,926 | — | — |
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Frequently Asked Questions
What stocks does IAG Wealth Partners, LLC hold as of Q2 2026?
IAG Wealth Partners, LLC reported 508 positions worth $1.01B in its Q2 2026 13F filing. Largest positions: SPYM (7.3%), JBND (5.9%), AVIV (5.2%), MMIT (4.7%) and GSLC (4.5%).
What did IAG Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did IAG Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.