Iag Wealth Partners
$1.0B 13F equity value
527 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | STATE STREET | 838,486 | $74M | 7.3% |
| JBND | JPMORGAN ACTIVE | 1,114,649 | $60M | 5.9% |
| AVIV | AVANTIS INTL | 673,117 | $52M | 5.2% |
| MMIT | NYLI MACKAY | 1,967,096 | $48M | 4.7% |
| GSLC | GOLDMAN SACHS | 321,376 | $46M | 4.5% |
| DLN | WISDOMTREE U S | 402,998 | $39M | 3.8% |
| GSIE | GOLDMAN SACHS | 701,237 | $32M | 3.2% |
| DIVB | ISHARES CORE | 508,870 | $31M | 3.1% |
| IVV | ISHARES CORE | 37,139 | $28M | 2.8% |
| FELG | FIDELITY ENHANCED | 631,926 | $28M | 2.7% |
Track Iag Wealth Partners's 13F portfolio: $1.0B in reported holdings, 527 positions. Top holdings and quarterly changes on SentiSense.
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