IAG Wealth Partners, LLC
Annual return '25
+29.0%
SPY '25
+17.7%
Alpha
+11.2ptsvs SPY
Invested
$895.9M
Holdings
508
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
STATE STREET
Q1 2026: Exited (was 812.3k shares)
7.2%
02
$JBND
JPMORGAN ACTIVE
Q1 2026: Exited (was 1.20M shares)
6.7%
03
$MMIT
NYLI MACKAY
Q1 2026: Exited (was 1.84M shares)
5.1%
04
$AVIV
AVANTIS INTL
Q1 2026: Exited (was 541.5k shares)
4.8%
05
$GSLC
GOLDMAN SACHS
Q1 2026: Exited (was 327.9k shares)
4.5%
06
$DLN
WISDOMTREE U S
Q1 2026: Exited (was 390.6k shares)
4.0%
07
$DIVB
ISHARES CORE
Q1 2026: Exited (was 526.0k shares)
3.1%
08
$GSIE
GOLDMAN SACHS
Q1 2026: Exited (was 600.5k shares)
3.1%
09
$DON
WISDOMTREE U S
Q1 2026: Exited (was 493.2k shares)
2.9%
10
$IVV
ISHARES CORE
Q1 2026: Exited (was 38.3k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.