IAG Wealth Partners, LLC - Portfolio Stock Holdings
IAG Wealth Partners, LLC disclosed 529 stock positions in a recent SEC 13F filing. $875,076,415 of stock holdings were filed, with the largest holdings including SPYM, JBND, and MMIT. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.We estimate the fund has a total AUM of $1,868,964,951 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
529Est. Stock Holding Value:
$875,076,415Top Stock Holdings By Sector
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Portfolio Stock Holdings - IAG Wealth Partners, LLC
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