IAG Wealth Partners, LLC
All 13F Filings
- Location
- Waukesha, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,010,374
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 508 | 1,010,374 | 13F-HR | IAG Wealth Partners, LLC |
| Q1 2026 | 4/29/2026 | 509 | 895,869 | 13F-HR | IAG Wealth Partners, LLC |
| Q4 2025 | 2/10/2026 | 497 | 863,620 | 13F-HR | IAG Wealth Partners, LLC |
| Q3 2025 | 11/12/2025 | 526 | 832,521 | 13F-HR | IAG Wealth Partners, LLC |
| Q2 2025 | 8/13/2025 | 495 | 755,681 | 13F-HR | IAG Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 813.4 K | 80.5% | 93.95 K | 0 | 93.95 K |
| ETFs | 197 K | 19.5% | 20.57 K | 0 | 20.57 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,010,374
Holdings
508
QoQ value change ($000)
114,505
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.