IAG Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationwaukesha, WI
- Num holdings
495
- Value ($000)
$755,681
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001827261
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $76.04 M | 10 % | 1,046,071 | ||
JBND JPMORGAN ACTIVE | MF CLOSED AND MF OPEN | 46654Q716 | $53.13 M | 7 % | 991,378 | ||
GSLC GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430503 | $43.79 M | 6 % | 360,800 | ||
AVIV AVANTIS INTL | MF CLOSED AND MF OPEN | 025072364 | $33.57 M | 4 % | 539,447 | ||
DLN WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W307 | $32.70 M | 4 % | 398,151 | ||
IVV ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $27.10 M | 4 % | 43,646 | ||
DIVB ISHARES CORE | MF CLOSED AND MF OPEN | 46435U861 | $25.81 M | 3 % | 512,957 | ||
GSIE GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430107 | $24.87 M | 3 % | 627,069 | ||
MMIT NYLI MACKAY | MF CLOSED AND MF OPEN | 45409F827 | $23.83 M | 3 % | 999,094 | ||
DON WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W505 | $23.59 M | 3 % | 470,660 |
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