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IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
+0.42%
1 Year Est. Return
+15.29%
3 Year Est. Return
+41.36%
5 Year Est. Return
+40.55%
10 Year Est. Return
–
AUM
$896M
AUM Growth
+$32.2M
Cap. Flow
+$30.9M
Cap. Flow %
3.45%
Top 10 Hldgs %
44.38%
Holding
532
New
36
Increased
109
Reduced
102
Closed
23

Top Buys

1
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$21.5M
2
AVDE icon
Avantis International Equity ETF
AVDE
+$3.87M
3
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$2.95M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Top Sells

1
HAP icon
VanEck Natural Resources ETF
HAP
+$5.09M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$4.94M
3
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
276
Church & Dwight Co
CHD
$23.2B
$25.2K ﹤0.01%
270
– –
LPLA icon
277
LPL Financial
LPLA
$26B
$25.2K ﹤0.01%
84
– –
NOBL icon
278
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$24.9K ﹤0.01%
470
– –
NLR icon
279
VanEck Uranium + Nuclear Energy ETF
NLR
$3.77B
$24.8K ﹤0.01%
186
– –
PLTR icon
280
Palantir
PLTR
$317B
$24.6K ﹤0.01%
168
– –
IMVP
281
Invesco India ETF
IMVP
$124M
$24.5K ﹤0.01%
1,195
– –
CPT icon
282
Camden Property Trust
CPT
$11.2B
$24.4K ﹤0.01%
250
– –
CRM icon
283
Salesforce
CRM
$140B
$24.3K ﹤0.01%
130
– –
IUSV icon
284
iShares Core S&P US Value ETF
IUSV
$27.1B
$24.1K ﹤0.01%
236
-937
-80% -$98.3K
IRM icon
285
Iron Mountain
IRM
$36.8B
$24.1K ﹤0.01%
236
-59
-20% -$5.87K
DHR icon
286
Danaher
DHR
$144B
$23.9K ﹤0.01%
126
– –
WMB icon
287
Williams Companies
WMB
$89.7B
$23.4K ﹤0.01%
321
– –
BDX icon
288
Becton Dickinson
BDX
$43.6B
$23.3K ﹤0.01%
148
– –
HPE icon
289
Hewlett Packard
HPE
$60.7B
$23.2K ﹤0.01%
975
– –
PPG icon
290
PPG Industries
PPG
$26.2B
$23.2K ﹤0.01%
217
– –
EMR icon
291
Emerson Electric
EMR
$78.2B
$23.1K ﹤0.01%
176
+6
+4% +$863
VLO icon
292
Valero Energy
VLO
$91.9B
$23K ﹤0.01%
93
– –
TTC icon
293
Toro Company
TTC
$8.99B
$22.4K ﹤0.01%
240
– –
DFUV icon
294
Dimensional US Marketwide Value ETF
DFUV
$15.2B
$22.1K ﹤0.01%
456
– –
PYPL icon
295
PayPal
PYPL
$49.9B
$21.6K ﹤0.01%
477
+201
+73% +$9.7K
MU icon
296
Micron Technology
MU
$959B
$20.9K ﹤0.01%
+62
New +$24.3K
LHX icon
297
L3Harris
LHX
$52.5B
$20.7K ﹤0.01%
60
– –
VIGI icon
298
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$20.7K ﹤0.01%
234
– –
UAL icon
299
United Airlines
UAL
$37.5B
$20.4K ﹤0.01%
222
– –
BMY icon
300
Bristol-Myers Squibb
BMY
$124B
$20.3K ﹤0.01%
335
– –
10 11
12
13 14

Similar funds

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
FTM
First Turn Management Del Mar, California $895M AUM 261.28% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
BFFIM
Baring Fintech Fund III Managers St Peter Port, Guernsey $893M AUM 20.23% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

IAG Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, IAG Wealth Partners held 532 positions worth $896M, up 3.7% from $864M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

IAG Wealth Partners deployed $30.9M of net new capital in Q1 2026, opening 36 new positions and adding to 109 existing holdings. Its largest new stake was PIMCO Short Term Municipal Bond Active Exchange-Traded Fund: 6,909 shares worth $349K.

By sector, the portfolio is most concentrated in Technology at 0.52% of assets, down from 0.58% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was VanEck Natural Resources ETF, an estimated $5.09M trimmed.

  • IAG Wealth Partners's largest Q1 2026 buy was PIMCO Short Term Municipal Bond Active Exchange-Traded Fund: 6,909 shares worth $349K.
  • IAG Wealth Partners added most to Fidelity Enhanced Large Cap Growth ETF in Q1 2026, an estimated $21.5M increase.
  • IAG Wealth Partners's biggest Q1 2026 reduction was VanEck Natural Resources ETF, cutting an estimated $5.09M.
  • IAG Wealth Partners fully exited State Street SPDR Dow Jones REIT ETF in Q1 2026, selling an estimated $86K.
  • IAG Wealth Partners's ten largest holdings make up 44% of its $896M portfolio in Q1 2026.
  • IAG Wealth Partners opened 36 new positions and closed 23 in Q1 2026.
  • IAG Wealth Partners's portfolio value rose 3.7% quarter-over-quarter to $896M.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.