2026 Q2 Portfolio Activity
In 2026 Q2, IAG Wealth Partners, LLC maintained a portfolio of 526 distinct positions. The most significant new addition was MEDTRONIC PLC, now representing 0.00% of the total fund value. They heavily accumulated shares in PGIM SHORT, increasing the position by 14008.4%.
Position History
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Total Positions
526
Quarter
2026 Q2
Top Holding
SPLG (7.3%)
Top 10 Concentration
43.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 526
IAG Wealth Partners, LLC Full Holdings List — 2026 Q2
| 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 | 7.29% | 7.23% |
#1
Prev: #1
|
5.4 |
—
|
-7,712 | -0.9% |
P
S
|
838,486 | $73,686,169 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JBND
JPMORGAN ACTIVE
|
Unknown | 5.90% | 6.66% |
#2
Prev: #2
|
4.4 |
—
|
5,106 | 0.5% |
P
S
|
1,114,649 | $59,633,925 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVIV
AVANTIS INTL
|
Unknown | 5.16% | 4.85% |
#3
1
Prev: #4
|
5.1 |
—
|
92,595 | 16.0% |
P
S
|
673,117 | $52,112,731 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MMIT
NYLI MACKAY
|
ETF | 4.74% | 5.13% |
#4
1
Prev: #3
|
2.9 |
—
|
62,028 | 3.3% |
P
S
|
1,967,096 | $47,898,826 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GSLC
GOLDMAN SACHS
|
ETF | 4.51% | 4.55% |
#5
Prev: #5
|
2.8 |
—
|
-4,085 | -1.3% |
P
S
|
321,376 | $45,600,084 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DLN
WISDOMTREE U S
|
Unknown | 3.84% | 3.98% |
#6
Prev: #6
|
2.0 |
—
|
3,814 | 1.0% |
P
S
|
402,998 | $38,816,785 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GSIE
GOLDMAN SACHS
|
ETF | 3.17% | 3.12% |
#7
1
Prev: #8
|
3.3 |
—
|
53,411 | 8.2% |
P
S
|
701,237 | $32,046,573 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DIVB
ISHARES CORE
|
ETF | 3.10% | 3.14% |
#8
1
Prev: #7
|
1.7 |
—
|
-13,341 | -2.6% |
P
S
|
508,870 | $31,346,350 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IVV
ISHARES CORE
|
ETF | 2.75% | 2.79% |
#9
1
Prev: #10
|
1.6 |
—
|
-1,120 | -2.9% |
P
S
|
37,139 | $27,812,805 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FELG
FIDELITY ENHANC...
|
Unknown | 2.74% | 2.26% |
#10
7
Prev: #17
|
3.1 |
—
|
91,203 | 16.9% |
P
S
|
631,926 | $27,646,822 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VUG
VANGUARD GROWTH
|
ETF | 2.65% | 2.48% |
#11
2
Prev: #13
|
4.1 |
—
|
259,768 | 510.8% |
P
S
|
310,621 | $26,756,920 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DON
WISDOMTREE U S
|
Unknown | 2.63% | 2.94% |
#12
3
Prev: #9
|
1.6 |
—
|
-30,618 | -6.1% |
P
S
|
470,081 | $26,568,939 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVDE
AVANTIS INTL
|
ETF | 2.61% | 2.42% |
#13
1
Prev: #14
|
3.0 |
—
|
40,297 | 15.8% |
P
S
|
296,039 | $26,406,683 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PWV
INVESCO LARGE
|
Unknown | 2.48% | 2.51% |
#14
2
Prev: #12
|
1.5 |
—
|
7,143 | 2.2% |
P
S
|
330,061 | $25,008,693 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPDW
STATE STREET
|
ETF | 2.24% | 2.11% |
#15
3
Prev: #18
|
2.9 |
—
|
34,226 | 8.3% |
P
S
|
449,070 | $22,628,649 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IMCG
ISHARES MORNING...
|
ETF | 2.19% | 2.02% |
#16
4
Prev: #20
|
1.4 |
—
|
-4,820 | -2.1% |
P
S
|
225,135 | $22,130,821 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PULS
PGIM ULTRA
|
ETF | 2.11% | 2.30% |
#17
1
Prev: #16
|
1.3 |
—
|
13,854 | 3.3% |
P
S
|
429,859 | $21,299,516 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CTA
SIMPLIFY MANAGE...
|
Unknown | 2.11% | 2.68% |
#18
7
Prev: #11
|
1.3 |
—
|
26,180 | 3.3% |
P
S
|
821,040 | $21,297,793 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JMUB
JPMORGAN
|
ETF | 2.01% | 2.31% |
#19
4
Prev: #15
|
1.3 |
—
|
-13,115 | -3.2% |
P
S
|
400,095 | $20,266,812 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
HAP
VANECK NATURAL
|
ETF | 1.60% | 2.05% |
#20
1
Prev: #19
|
1.1 |
—
|
-16,899 | -6.7% |
P
S
|
236,196 | $16,205,382 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PSH
PGIM SHORT
|
Unknown | 1.59% | 0.01% |
#21
138
Prev: #159
|
3.6 |
—
|
319,532 | 14008.4% |
P
S
|
321,813 | $16,052,054 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DBMF
IMGP DBI
|
ETF | 1.55% | 1.82% |
#22
1
Prev: #21
|
1.1 |
—
|
-29,245 | -5.4% |
P
S
|
511,925 | $15,670,032 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPMD
STATE STREET
|
ETF | 1.49% | 1.52% |
#23
Prev: #23
|
1.1 |
—
|
-6,854 | -3.0% |
P
S
|
222,817 | $15,053,495 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RECS
COLUMBIA RESEAR...
|
ETF | 1.49% | 1.47% |
#24
Prev: #24
|
1.1 |
—
|
9,455 | 2.8% |
P
S
|
347,443 | $15,037,353 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPTM
STATE STREET
|
ETF | 1.48% | 1.56% |
#25
3
Prev: #22
|
1.1 |
—
|
-12,018 | -6.8% |
P
S
|
164,702 | $14,953,316 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPYG
STATE STREET
|
Unknown | 1.32% | 1.21% |
#26
Prev: #26
|
1.0 |
—
|
1,650 | 1.5% |
P
S
|
111,976 | $13,324,028 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DGRW
WISDOMTREE US
|
ETF | 1.22% | 1.25% |
#27
2
Prev: #25
|
1.0 |
—
|
1,255 | 1.0% |
P
S
|
128,898 | $12,325,267 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IWY
ISHARES RUSSELL
|
ETF | 1.18% | 1.18% |
#28
1
Prev: #27
|
1.0 |
—
|
-1,415 | -3.3% |
P
S
|
40,968 | $11,906,145 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CWI
STATE STREET
|
Unknown | 1.14% | 1.14% |
#29
Prev: #29
|
1.0 |
—
|
2,802 | 1.0% |
P
S
|
282,870 | $11,504,306 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SFLO
VICTORYSHARES S...
|
Unknown | 1.12% | 1.15% |
#30
2
Prev: #28
|
0.9 |
—
|
-10,863 | -3.2% |
P
S
|
331,922 | $11,351,711 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BRIE
MFS BLENDED
|
Unknown | 0.99% | 0.02% |
#31
114
Prev: #145
|
3.4 |
—
|
324,442 | 6209.4% |
P
S
|
329,667 | $9,995,498 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GUNR
FLEXSHARES MORN...
|
ETF | 0.82% | 1.00% |
#32
2
Prev: #30
|
0.8 |
—
|
4,701 | 2.9% |
P
S
|
167,566 | $8,257,646 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPSM
STATE STREET
|
ETF | 0.78% | 0.73% |
#33
Prev: #33
|
0.8 |
—
|
2,126 | 1.6% |
P
S
|
137,417 | $7,924,852 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPAB
STATE STREET
|
ETF | 0.77% | 0.86% |
#34
3
Prev: #31
|
0.8 |
—
|
5,228 | 1.7% |
P
S
|
306,270 | $7,816,010 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MDYV
STATE STREET
|
ETF | 0.73% | 0.77% |
#35
3
Prev: #32
|
0.8 |
—
|
-3,269 | -4.0% |
P
S
|
77,644 | $7,364,501 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.69% | 0.71% |
#36
2
Prev: #34
|
0.8 |
—
|
20 | 0.1% |
P
S
|
29,583 | $6,999,989 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVEM
AVANTIS EMERGIN...
|
ETF | 0.68% | 0.62% |
#37
1
Prev: #36
|
0.8 |
—
|
2,305 | 3.3% |
P
S
|
71,443 | $6,893,562 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FESM
FIDELITY ENHANC...
|
Unknown | 0.63% | 0.51% |
#38
4
Prev: #42
|
2.3 |
—
|
11,211 | 9.2% |
P
S
|
132,532 | $6,399,956 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BBSC
JPMORGAN
|
ETF | 0.62% | 0.57% |
#39
Prev: #39
|
0.7 |
—
|
1,097 | 1.6% |
P
S
|
68,553 | $6,296,607 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPYV
STATE STREET
|
Unknown | 0.61% | 0.64% |
#40
5
Prev: #35
|
0.7 |
—
|
-1,043 | -1.0% |
P
S
|
100,915 | $6,134,594 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFAE
DIMENSIONAL EME...
|
ETF | 0.58% | 0.58% |
#41
3
Prev: #38
|
0.7 |
—
|
-7,405 | -4.8% |
P
S
|
146,328 | $5,883,854 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PYLD
PIMCO ENHANCED
|
Unknown | 0.52% | 0.54% |
#42
2
Prev: #40
|
2.2 |
—
|
15,588 | 8.5% |
P
S
|
198,523 | $5,264,842 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPHQ
INVESCO S&P
|
ETF | 0.51% | 0.49% |
#43
Prev: #43
|
0.7 |
—
|
-1,743 | -3.0% |
P
S
|
57,066 | $5,141,680 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ISCG
ISHARES MORNING...
|
ETF | 0.51% | 0.48% |
#44
2
Prev: #46
|
0.7 |
—
|
-212 | -0.3% |
P
S
|
77,865 | $5,103,286 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FMDE
FIDELITY ENHANC...
|
Unknown | 0.49% | 0.49% |
#45
1
Prev: #44
|
0.7 |
—
|
-1,732 | -1.4% |
P
S
|
121,125 | $4,915,242 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MDYG
STATE STREET
|
ETF | 0.47% | 0.48% |
#46
1
Prev: #45
|
0.7 |
—
|
-1,971 | -4.4% |
P
S
|
42,722 | $4,788,666 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GNR
STATE STREET
|
ETF | 0.47% | 0.59% |
#47
10
Prev: #37
|
0.7 |
—
|
467 | 0.7% |
P
S
|
71,001 | $4,779,105 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RODM
HARTFORD MULTIF...
|
ETF | 0.46% | 0.52% |
#48
7
Prev: #41
|
0.7 |
—
|
-3,093 | -2.6% |
P
S
|
115,710 | $4,675,848 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DFIS
DIMENSIONAL INT...
|
Unknown | 0.39% | 0.38% |
#49
1
Prev: #48
|
2.2 |
—
|
11,347 | 11.2% |
P
S
|
112,576 | $3,943,534 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FLQM
FRANKLIN US
|
ETF | 0.36% | 0.40% |
#50
3
Prev: #47
|
0.6 |
—
|
-1,475 | -2.3% |
P
S
|
63,055 | $3,649,957 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 526 holdings