IAG Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationwaukesha, WI
- Num holdings
497
- Value ($000)
$863,620
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STREET | MF CLOSED AND MF OPEN | 78464A854 | $65.16M | 8 % | 812,288 | ||
JPMORGAN ACTIVE | MF CLOSED AND MF OPEN | 46654Q716 | $64.93M | 8 % | 1,200,760 | ||
NYLI MACKAY | MF CLOSED AND MF OPEN | 45409F827 | $44.72M | 5 % | 1,838,192 | ||
GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430503 | $43.4M | 5 % | 327,865 | ||
AVANTIS INTL | MF CLOSED AND MF OPEN | 025072364 | $38.57M | 5 % | 541,505 | ||
WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W307 | $34.4M | 4 % | 390,561 | ||
ISHARES CORE | MF CLOSED AND MF OPEN | 46435U861 | $27.96M | 3 % | 525,995 | ||
ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $26.26M | 3 % | 38,341 | ||
GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430107 | $25.79M | 3 % | 600,503 | ||
WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W505 | $25.45M | 3 % | 493,195 |
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