IAG Wealth Partners, LLC - Portfolio overview

IAG Wealth Partners, LLC has 568 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - STATE STREET, 6.74%
2. SPLG - SPDR PORTFOLIO, 6.64%
3. JBND - JPMORGAN ACTIVE, 6.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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