1y return+16.8%S&P 500 +20.9%
3y return+45.2%S&P 500 +68.5%
5y return+40.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $175 against $232 in the S&P 500.2
IAG Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMState Street | $73.7M | 7.3% | |
| JBNDJpmorgan Active | $59.6M | 5.9% | |
| AVIVAvantis Intl | $52.1M | 5.2% | +16.0% |
| MMITNyli Mackay | $47.9M | 4.7% | +3.3% |
| GSLCGoldman Sachs | $45.6M | 4.5% | −1.3% |
| DLNWisdomtree U S | $38.8M | 3.8% | |
| GSIEGoldman Sachs | $32.0M | 3.2% | +8.2% |
| DIVBIshares Core | $31.3M | 3.1% | −2.6% |
| IVVIshares Core | $27.8M | 2.8% | −2.9% |
| FELGFidelity Enhanced | $27.6M | 2.7% | +16.9% |
| VUGVanguard Growth | $26.8M | 2.6% | +1.8% |
| DONWisdomtree U S | $26.6M | 2.6% | −6.1% |
| AVDEAvantis Intl | $26.4M | 2.6% | +15.8% |
| PWVInvesco Large | $25.0M | 2.5% | +2.2% |
| SPDWState Street | $22.6M | 2.2% | +8.3% |
| IMCGIshares Morningstar | $22.1M | 2.2% | −2.1% |
| PULSPgim Ultra | $21.3M | 2.1% | +3.3% |
| CTASimplify Managed | $21.3M | 2.1% | +3.3% |
| JMUBJpmorgan | $20.3M | 2.0% | −3.2% |
| HAPVaneck Natural | $16.2M | 1.6% | −6.7% |
| PSHPgim Short | $16.1M | 1.6% | +14008.4% |
| DBMFImgp Dbi | $15.7M | 1.6% | −5.4% |
| SPMDState Street | $15.1M | 1.5% | −3.0% |
| RECSColumbia Research | $15.0M | 1.5% | +2.8% |
| SPTMState Street | $15.0M | 1.5% | −6.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPYGState Street | June 30, 2020 | +164.9% | $13.3M |
| SPYMState Street | June 30, 2020 | +142.4% | $73.7M |
| IVVIshares Core | June 30, 2020 | +141.8% | $27.8M |
| SPTMState Street | June 30, 2020 | +140.3% | $15.0M |
| GSLCGoldman Sachs | June 30, 2020 | +126.7% | $45.6M |
| MDYVState Street | June 30, 2020 | +122.5% | $7.4M |
| SPSMState Street | June 30, 2020 | +117.1% | $7.9M |
| SPMDState Street | June 30, 2020 | +116.2% | $15.1M |
| SPYVState Street | June 30, 2020 | +109.8% | $6.1M |
| DLNWisdomtree U S | June 30, 2020 | +107.4% | $38.8M |
Sold off last quarter
- LMTLockheed Martin was $30K
- STLDSteel Dynamics Inc was $27K
- RFRegions Financial was $17K
- MCKMckesson Corp was $16K
- Honeywell IntlCUSIP 438516106 was $16K
- COWZPacer Us was $13K
- PKBInvesco Building was $12K
- CRWDCrowdstrike Holdings was $11K
- FOXAFox Corp was $11K
- Carnival CorpCUSIP 143658300 was $11K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IAG Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1827261&type=13F-HR&dateb=&owner=include&count=40CIK 1827261
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1827261/000110465926091831/Filed August 6, 2026 · accession 0001104659-26-091831