IAG Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Waukesha, WI
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
509
Total value ($000)
$895,869
Net value change ($000)
+32,249 (3.7%)
New positions
36
Sold out positions
24
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FELG 20,244 72300.0%
AVIV 4,869 12.6%
AVDE 4,315 24.8%
SPDW 2,216 13.3%
GSIE 2,155 8.4%
CTA 1,887 8.5%
GUNR 1,774 24.6%
DLN 1,258 3.7%
MMIT 1,199 2.7%
FESM 1,035 29.0%
Top Reduces (Value $000, Stocks/ETFs)
JBND -5,265 -8.1%
GSLC -2,675 -6.2%
PULS -1,550 -7.0%
SFLO -1,471 -12.5%
VUG -1,379 -5.8%
HAP -1,313 -6.7%
IVV -1,270 -4.8%
MFSG -1,146 -96.0%
SPTM -923 -6.2%
SPYG -865 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type