IAG Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationwaukesha, WI
- Num holdings
526
- Value ($000)
$832,521
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JBND JPMORGAN ACTIVE | MF CLOSED AND MF OPEN | 46654Q716 | $63.89 M | 8 % | 1,179,736 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $63.81 M | 8 % | 814,475 | ||
GSLC GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430503 | $44.28 M | 5 % | 339,916 | ||
MMIT NYLI MACKAY | MF CLOSED AND MF OPEN | 45409F827 | $40.66 M | 5 % | 1,673,280 | ||
AVIV AVANTIS INTL | MF CLOSED AND MF OPEN | 025072364 | $37.09 M | 5 % | 550,018 | ||
DLN WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W307 | $34.28 M | 4 % | 393,899 | ||
IVV ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $27.37 M | 3 % | 40,887 | ||
DIVB ISHARES CORE | MF CLOSED AND MF OPEN | 46435U861 | $27.03 M | 3 % | 517,369 | ||
DON WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W505 | $25.38 M | 3 % | 485,330 | ||
GSIE GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430107 | $25.09 M | 3 % | 610,291 |
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