Data as of Q4 2025 (Dec 31, 2025)

IAG Wealth Partners, LLC

•CIK: 1827261•Filing: Q4 2025

**IAG Wealth Partners, LLC** manages $864M across a diversified portfolio of 496 positions. The strategy exhibits significant concentration in key sectors, highlighted by top holdings such as SPYM ($65.2M) and JBND ($64.9M). Further allocations include substantial positions in MMIT ($44.7M) and GSLC ($43.4M). This structure suggests a tactical approach targeting specific market segments within the current investment cycle.

Total AUM
$863.6M
QoQ Performance
+3.7%
Positions
386
Top 10 Concentration
46.2%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
JBND
MMIT
GSLC
SPYM7.5%
JBND7.5%
MMIT5.2%
GSLC5.0%
AVIV4.5%
DLN4.0%
DIVB3.2%
IVV3.0%

📈 Biggest Buys

SFLO
VICTORYSHARES SMALL
+7380.7%
1.4% of portfolio
MMIT
NYLI MACKAY
+9.9%
5.2% of portfolio
JBND
JPMORGAN ACTIVE
+1.8%
7.5% of portfolio
IMCG
ISHARES MORNINGSTAR
+6.2%
2.1% of portfolio
PULS
PGIM ULTRA
+4.9%
2.6% of portfolio

📉 Biggest Sells

IVV
ISHARES CORE
-6.2%
3.0% of portfolio
GSLC
GOLDMAN SACHS
-3.5%
5.0% of portfolio
HTAB
HARTFORD SCHRODERS
-30.6%
0.3% of portfolio
SPHQ
INVESCO S&P
-13.2%
0.5% of portfolio
HAP
VANECK NATURAL
-3.5%
2.3% of portfolio

Sector Breakdown

Other95.1%
ETF3.3%
Technology0.6%
Financial0.4%
Healthcare0.3%
Consumer0.2%
Industrial0.1%
Consumer Staples0.0%

🚪 Exited Positionssold since Q3 2025

GE
GE AEROSPACE
SOLD
$146.2K
STNG
SCORPIO TANKERS
SOLD
$119.9K
CGUS
CAPITAL GROUP
SOLD
$99.0K
SMOT
VANECK MORNINGSTAR
SOLD
$83.2K
SIL
GLOBAL X
SOLD
$71.6K
+312 more exited positions

Changes from Q3 2025

NEW1 new position
↑67 increased
↓77 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPYM7.5%
STATE STREET
$65.2M
JBND7.5%
JPMORGAN ACTIVE
$64.9M
MMIT5.2%
NYLI MACKAY
$44.7M
GSLC5.0%
GOLDMAN SACHS
$43.4M
AVIV4.5%
AVANTIS INTL
$38.6M

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