IAG Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Waukesha, WI
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
530
Total value ($000)
$1,064,603
Net value change ($000)
+54,229 (5.4%)
New positions
47
Sold out positions
25
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PVAL 22,788 379800.0%
CLOI 18,980 NEW
IWY 14,027 117.8%
CTA 4,382 20.6%
JMUB 3,498 17.3%
AVDE 2,848 10.8%
PAAA 2,176 NEW
SPYM 2,039 2.8%
VUG 1,572 5.9%
AVIV 1,385 2.7%
Top Reduces (Value $000, Stocks/ETFs)
JBND -14,164 -23.8%
MMIT -4,134 -8.6%
DIVB -2,081 -6.6%
SPAB -1,722 -22.0%
HTAB -1,082 -65.5%
IMCG -1,041 -4.7%
SPSM -1,033 -13.0%
PWV -751 -3.0%
SPTM -707 -4.7%
SPHQ -625 -12.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type