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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
HELP
351
Cybin Inc
HELP
$449M
$13.2K ﹤0.01%
2,750
– –
IWB icon
352
iShares Russell 1000 ETF
IWB
$48B
$13.2K ﹤0.01%
37
– –
CDE icon
353
Coeur Mining
CDE
$14.8B
$13K ﹤0.01%
+694
New +$15.1K
CGMM
354
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.02B
$12.7K ﹤0.01%
434
+258
+147% +$7.83K
COWZ icon
355
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$12.5K ﹤0.01%
200
– –
LCNB icon
356
LCNB Corp
LCNB
$273M
$12.5K ﹤0.01%
800
– –
PKB icon
357
Invesco Building & Construction ETF
PKB
$433M
$12.4K ﹤0.01%
127
– –
BUFF icon
358
Innovator Laddered Allocation Power Buffer ETF
BUFF
$883M
$12.4K ﹤0.01%
+250
New +$12.5K
IWR icon
359
iShares Russell Mid-Cap ETF
IWR
$56.6B
$12.3K ﹤0.01%
126
-13
-9% -$1.3K
XYZ
360
Block Inc
XYZ
$47.6B
$12K ﹤0.01%
200
– –
NVO
361
Novo Nordisk
NVO
$223B
$12K ﹤0.01%
326
– –
LYFT icon
362
Lyft
LYFT
$5.89B
$12K ﹤0.01%
900
+500
+125% +$7.74K
CDNS icon
363
Cadence Design Systems
CDNS
$91B
$11.9K ﹤0.01%
43
– –
VPL icon
364
Vanguard FTSE Pacific ETF
VPL
$8B
$11.7K ﹤0.01%
120
-5
-4% -$499
BX icon
365
Blackstone
BX
$155B
$11.5K ﹤0.01%
100
– –
CRWD icon
366
CrowdStrike
CRWD
$207B
$11.3K ﹤0.01%
+116
New +$12.3K
FOXA icon
367
Fox Class A
FOXA
$24.2B
$11.3K ﹤0.01%
+193
New +$12.3K
AG icon
368
First Majestic Silver
AG
$7.81B
$11.2K ﹤0.01%
520
-245
-32% -$5.65K
SQM icon
369
Sociedad Química y Minera de Chile
SQM
$19.9B
$11.1K ﹤0.01%
137
– –
TIP icon
370
iShares TIPS Bond ETF
TIP
$14.5B
$11K ﹤0.01%
100
+17
+20% +$1.88K
RIO icon
371
Rio Tinto
RIO
$147B
$11K ﹤0.01%
118
– –
BND icon
372
Vanguard Total Bond Market
BND
$159B
$11K ﹤0.01%
149
+26
+21% +$1.93K
MPWR icon
373
Monolithic Power Systems
MPWR
$64.5B
$10.9K ﹤0.01%
10
– –
HYG icon
374
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$10.9K ﹤0.01%
137
+24
+21% +$1.93K
NBIS
375
Nebius Group N.V.
NBIS
$45.1B
$10.9K ﹤0.01%
105
-6
-5% -$599
13 14
15
16 17

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.