AI Portfolio Summary
In 2026 Q1, IAG Wealth Partners, LLC maintained a portfolio of 532 distinct positions. They heavily accumulated shares in STATE STREET, increasing their position by 4.2%. The fund also reduced its exposure to VANECK NATURAL by 22.6%.
Total Positions
532
Quarter
2026 Q1
Top Holding
SPLG (7.2%)
Top 10 Concentration
44.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 532
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
STATE STREET
|
ETF | 7.23% | 7.55% |
#1
Prev: #1
|
5.4 | 33,910 | 4.2% |
P
S
|
846,198 | $64,768,044 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JBND
JPMORGAN ACTIVE
|
Unknown | 6.66% | 7.52% |
#2
Prev: #2
|
4.7 | -91,217 | -7.6% |
P
S
|
1,109,543 | $59,660,160 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MMIT
NYLI MACKAY
|
ETF | 5.13% | 5.18% |
#3
Prev: #3
|
3.6 | 66,876 | 3.6% |
P
S
|
1,905,068 | $45,921,669 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AVIV
AVANTIS INTL
|
Unknown | 4.85% | 4.47% |
#4
1
Prev: #5
|
4.4 | 39,017 | 7.2% |
P
S
|
580,522 | $43,440,457 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GSLC
GOLDMAN SACHS
|
ETF | 4.55% | 5.03% |
#5
1
Prev: #4
|
2.8 | -2,404 | -0.7% |
P
S
|
325,461 | $40,724,911 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DLN
WISDOMTREE U S
|
Unknown | 3.98% | 3.98% |
#6
Prev: #6
|
2.1 | 8,623 | 2.2% |
P
S
|
399,184 | $35,659,121 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DIVB
ISHARES CORE
|
ETF | 3.14% | 3.24% |
#7
Prev: #7
|
1.8 | -3,784 | -0.7% |
P
S
|
522,211 | $28,173,310 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GSIE
GOLDMAN SACHS
|
ETF | 3.12% | 2.99% |
#8
1
Prev: #9
|
3.2 | 47,323 | 7.9% |
P
S
|
647,826 | $27,940,753 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DON
WISDOMTREE U S
|
Unknown | 2.94% | 2.95% |
#9
1
Prev: #10
|
1.7 | 7,504 | 1.5% |
P
S
|
500,699 | $26,306,715 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IVV
ISHARES CORE
|
ETF | 2.79% | 3.04% |
#10
2
Prev: #8
|
1.6 | -82 | -0.2% |
P
S
|
38,259 | $24,991,122 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CTA
SIMPLIFY MANAGE...
|
Unknown | 2.68% | 2.56% |
#11
2
Prev: #13
|
1.6 | -17,108 | -2.1% |
P
S
|
794,860 | $24,020,662 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
PWV
INVESCO LARGE
|
Unknown | 2.51% | 2.49% |
#12
2
Prev: #14
|
1.5 | -920 | -0.3% |
P
S
|
322,918 | $22,510,623 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VUG
VANGUARD GROWTH
|
ETF | 2.48% | 2.73% |
#13
2
Prev: #11
|
3.0 | 2,498 | 5.2% |
P
S
|
50,853 | $22,211,929 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AVDE
AVANTIS INTL
|
ETF | 2.42% | 2.01% |
#14
4
Prev: #18
|
3.5 | 44,592 | 21.1% |
P
S
|
255,742 | $21,697,192 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JMUB
JPMORGAN
|
ETF | 2.31% | 2.35% |
#15
Prev: #15
|
1.4 | 10,488 | 2.6% |
P
S
|
413,210 | $20,656,383 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
PULS
PGIM ULTRA
|
ETF | 2.30% | 2.56% |
#16
4
Prev: #12
|
1.4 | -30,501 | -6.8% |
P
S
|
416,005 | $20,592,322 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
FELG
FIDELITY ENHANC...
|
Unknown | 2.26% | 0.00% |
#17
246
Prev: #263
|
3.9 | 540,060 | 81457.0% |
P
S
|
540,723 | $20,271,723 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPDW
STATE STREET
|
ETF | 2.11% | 1.94% |
#18
1
Prev: #19
|
2.8 | 38,303 | 10.2% |
P
S
|
414,844 | $18,937,650 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
HAP
VANECK NATURAL
|
ETF | 2.05% | 2.28% |
#19
3
Prev: #16
|
0.8 | -73,719 | -22.6% |
P
S
|
253,095 | $18,341,788 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IMCG
ISHARES MORNING...
|
ETF | 2.02% | 2.07% |
#20
3
Prev: #17
|
1.3 | 6,192 | 2.8% |
P
S
|
229,955 | $18,113,555 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DBMF
IMGP DBI
|
ETF | 1.82% | 1.84% |
#21
1
Prev: #20
|
1.2 | -24,148 | -4.3% |
P
S
|
541,170 | $16,316,280 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPTM
STATE STREET
|
ETF | 1.56% | 1.72% |
#22
1
Prev: #21
|
1.1 | -3,804 | -2.1% |
P
S
|
176,720 | $13,971,474 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPMD
STATE STREET
|
ETF | 1.52% | 1.52% |
#23
1
Prev: #22
|
1.1 | 3,275 | 1.4% |
P
S
|
229,671 | $13,601,138 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
RECS
COLUMBIA RESEAR...
|
ETF | 1.47% | 1.48% |
#24
1
Prev: #23
|
2.6 | 24,947 | 8.0% |
P
S
|
337,988 | $13,174,801 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DGRW
WISDOMTREE US
|
ETF | 1.25% | 1.29% |
#25
1
Prev: #26
|
1.0 | 3,183 | 2.6% |
P
S
|
127,643 | $11,212,124 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPYG
STATE STREET
|
Unknown | 1.21% | 1.35% |
#26
1
Prev: #25
|
1.0 | 986 | 0.9% |
P
S
|
110,326 | $10,802,000 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWY
ISHARES RUSSELL
|
ETF | 1.18% | 1.19% |
#27
Prev: #27
|
2.5 | 5,257 | 14.2% |
P
S
|
42,383 | $10,546,614 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SFLO
VICTORYSHARES S...
|
Unknown | 1.15% | 1.36% |
#28
4
Prev: #24
|
1.0 | -56,237 | -14.1% |
P
S
|
342,785 | $10,293,834 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CWI
STATE STREET
|
Unknown | 1.14% | 1.13% |
#29
1
Prev: #28
|
1.0 | 7,817 | 2.9% |
P
S
|
280,068 | $10,247,680 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GUNR
FLEXSHARES MORN...
|
ETF | 1.00% | 0.83% |
#30
Prev: #30
|
0.9 | 5,603 | 3.6% |
P
S
|
162,865 | $8,983,636 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPAB
STATE STREET
|
ETF | 0.86% | 0.88% |
#31
2
Prev: #29
|
0.8 | 6,969 | 2.4% |
P
S
|
301,042 | $7,712,701 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MDYV
STATE STREET
|
ETF | 0.77% | 0.82% |
#32
1
Prev: #31
|
0.8 | -2,498 | -3.0% |
P
S
|
80,913 | $6,889,791 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPSM
STATE STREET
|
ETF | 0.73% | 0.71% |
#33
Prev: #33
|
0.8 | 4,216 | 3.2% |
P
S
|
135,291 | $6,537,286 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.71% | 0.77% |
#34
2
Prev: #32
|
0.8 | -704 | -2.3% |
P
S
|
29,563 | $6,357,890 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPYV
STATE STREET
|
Unknown | 0.64% | 0.69% |
#35
1
Prev: #34
|
0.8 | -2,681 | -2.6% |
P
S
|
101,958 | $5,768,762 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AVEM
AVANTIS EMERGIN...
|
ETF | 0.62% | 0.60% |
#36
1
Prev: #35
|
0.7 | 1,513 | 2.2% |
P
S
|
69,138 | $5,571,159 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GNR
STATE STREET
|
ETF | 0.59% | 0.49% |
#37
5
Prev: #42
|
0.7 | 2,052 | 3.0% |
P
S
|
70,534 | $5,266,799 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAE
DIMENSIONAL EME...
|
ETF | 0.58% | 0.59% |
#38
2
Prev: #36
|
0.7 | -3,536 | -2.2% |
P
S
|
153,733 | $5,205,391 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
BBSC
JPMORGAN
|
ETF | 0.57% | 0.55% |
#39
2
Prev: #37
|
0.7 | 2,978 | 4.6% |
P
S
|
67,456 | $5,063,609 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
PYLD
PIMCO ENHANCED
|
Unknown | 0.54% | 0.52% |
#40
1
Prev: #39
|
2.2 | 14,430 | 8.6% |
P
S
|
182,935 | $4,792,897 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
RODM
HARTFORD MULTIF...
|
ETF | 0.52% | 0.52% |
#41
1
Prev: #40
|
0.7 | -1,589 | -1.3% |
P
S
|
118,803 | $4,683,213 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
FESM
FIDELITY COVING...
|
Unknown | 0.51% | 0.41% |
#42
3
Prev: #45
|
2.7 | 26,698 | 28.2% |
P
S
|
121,321 | $4,610,207 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPHQ
INVESCO S&P
|
ETF | 0.49% | 0.55% |
#43
5
Prev: #38
|
0.7 | -4,448 | -7.0% |
P
S
|
58,809 | $4,421,835 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
FMDE
FIDELITY ENHANC...
|
Unknown | 0.49% | 0.46% |
#44
Prev: #44
|
2.2 | 14,177 | 13.0% |
P
S
|
122,857 | $4,417,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MDYG
STATE STREET
|
ETF | 0.48% | 0.50% |
#45
4
Prev: #41
|
0.7 | -2,260 | -4.8% |
P
S
|
44,693 | $4,288,771 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ISCG
ISHARES MORNING...
|
ETF | 0.48% | 0.49% |
#46
3
Prev: #43
|
0.7 | 1,894 | 2.5% |
P
S
|
78,077 | $4,278,595 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
FLQM
FRANKLIN US
|
ETF | 0.40% | 0.40% |
#47
1
Prev: #46
|
0.7 | 2,708 | 4.4% |
P
S
|
64,530 | $3,544,634 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFIS
DIMENSIONAL INT...
|
Unknown | 0.38% | 0.37% |
#48
Prev: #48
|
2.2 | 5,335 | 5.6% |
P
S
|
101,229 | $3,408,387 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
NBCM
NEUBERGER COMMO...
|
Unknown | 0.38% | 0.39% |
#49
2
Prev: #47
|
0.7 | -28,089 | -18.8% |
P
S
|
121,157 | $3,395,941 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CSB
VICTORYSHARES U...
|
ETF | 0.36% | 0.34% |
#50
Prev: #50
|
0.6 | 1,745 | 3.5% |
P
S
|
51,513 | $3,181,063 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-50 of 532 holdings