IAG Wealth Partners, LLC ETF holdings
Waukesha, WI
Reported $986.6M in 236 ETFs in its Form 13F for June 30, 2026.
ETF value
$986.6M
ETFs held
236
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
97.6%
of $1.0B
Top 10 of 236 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $73.7M | 838,486 | −7,712 shares |
| JBND | Jpmorgan Active Bond ETF | $59.6M | 1,114,649 | +5,106 shares |
| AVIV | Avantis International Large Cap Value ETF | $52.1M | 673,117 | +92,595 shares |
| MMIT | NYLI MacKay Muni Intermediate ETF | $47.9M | 1,967,096 | +62,028 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $45.6M | 321,376 | −4,085 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $38.8M | 402,998 | +3,814 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $32.0M | 701,237 | +53,411 shares |
| DIVB | iShares Core Dividend ETF | $31.3M | 508,870 | −13,341 shares |
| IVV | iShares Core S&P 500 ETF | $27.8M | 37,139 | −1,120 shares |
| FELG | Fidelity Enhanced Large Cap Growth ETF | $27.6M | 631,926 | +91,203 shares |
226 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001827261. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does IAG Wealth Partners, LLC own?
IAG Wealth Partners, LLC reported 236 ETF positions worth $986.6M in its Form 13F for June 30, 2026. The largest was SPYM, at $73.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.