IAG Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Waukesha, WI
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
508
Total value ($000)
$1,010,374
Net value change ($000)
+114,505 (12.8%)
New positions
17
Sold out positions
18
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PSH 15,939 14105.3%
BRIE 9,854 6988.7%
SPYM 8,918 13.8%
AVIV 8,673 20.0%
FELG 7,375 36.4%
GSLC 4,875 12.0%
AVDE 4,710 21.7%
VUG 4,545 20.5%
GSIE 4,106 14.7%
IMCG 4,017 22.2%
Top Reduces (Value $000, Stocks/ETFs)
CTA -2,723 -11.3%
HAP -2,137 -11.7%
SJNK -1,542 -95.5%
NBCM -736 -21.7%
GUNR -726 -8.1%
DBMF -646 -4.0%
HTAB -509 -23.5%
GNR -488 -9.3%
JMUB -389 -1.9%
ETHA -248 -86.1%
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