IAG Wealth Partners
IAG Wealth Partners reported 508 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (7.3%), JBND (5.9%) and AVIV (5.2%). Compared with Q1 2026, the fund added to JBND, AVIV and MMIT, trimmed SPYM, GSLC and DIVB and sold out of LMT, STLD and RF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $73.7M | 7.3% | 838K | −7,712 (−1%) | 8 of 8 | |
| 2 |  JBND J P Morgan Exchange Traded F | $59.6M | 5.9% | 1.1M | +5,106 (+0%) | 8 of 8 | |
| 3 |  AVIV American Centy ETF TR | $52.1M | 5.2% | 673K | +93K (+16%) | 7 of 8 | |
| 4 |  MMIT New York Life Invts Active E | $47.9M | 4.7% | 2M | +62K (+3%) | 8 of 8 | |
| 5 |  GSLC Goldman Sachs | $45.6M | 4.5% | 321K | −4,085 (−1%) | 8 of 8 | |
| 6 |  DLN Wisdomtree TR | $38.8M | 3.8% | 403K | +3,814 (+1%) | 8 of 8 | |
| 7 |  GSIE Goldman Sachs ETF TR | $32M | 3.2% | 701K | +53K (+8%) | 8 of 8 | |
| 8 |  DIVB Ishares Core | $31.3M | 3.1% | 509K | −13K (−3%) | 5 of 8 | |
| 9 |  IVV Ishares TR | $27.8M | 2.8% | 37K | −1,120 (−3%) | 8 of 8 | |
| 10 |  FELG Fidelity Covington Trust | $27.6M | 2.7% | 632K | +91K (+17%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LMT Lockheed Martin Corp | $30K | 49 |
 STLD Steel Dynamics Inc | $27K | 150 |
 RF Regions Financial Corp New | $17K | 643 |
 MCK Mckesson Corp | $16K | 19 |
HONEYWELL INTL INC | $16K | 71 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IAG Wealth Partners 13F FAQ
What does IAG Wealth Partners own?
IAG Wealth Partners reported 508 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (7.3%), JBND (5.9%) and AVIV (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did IAG Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 88 added to, 100 trimmed and 18 sold out. It sold all of LMT, STLD and RF.
When will IAG Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is IAG Wealth Partners's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.