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IAG Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,064,602,633
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STREET · MF Closed and MF Open · 78464A854 · shares: $75,724,809
- AVANTIS INTL · MF Closed and MF Open · 025072364 · shares: $53,497,509
- GOLDMAN SACHS · MF Closed and MF Open · 381430503 · shares: $45,997,621
- JPMORGAN ACTIVE · MF Closed and MF Open · 46654Q716 · shares: $45,470,195
- NYLIM MACKAY · MF Closed and MF Open · 45409F827 · shares: $43,765,208
- WISDOMTREE U S · MF Closed and MF Open · 97717W307 · shares: $39,108,479
- GOLDMAN SACHS · MF Closed and MF Open · 381430107 · shares: $32,990,976
- ISHARES CORE · MF Closed and MF Open · 46435U861 · shares: $29,265,024
- AVANTIS INTL · MF Closed and MF Open · 025072703 · shares: $29,255,003
- FIDELITY ENHANCED · MF Closed and MF Open · 31609A305 · shares: $28,975,520
Reported holdings
530 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STATE STREET | MF Closed and MF Open | 78464A201 | — | 3,589 shares | $383,915 |
| JPMORGAN CHASE | Common Stock | 46625H100 | — | 1,146 shares | $379,130 |
| VANGUARD MORNINGSTAR | MF Closed and MF Open | 922908744 | — | 1,711 shares | $369,609 |
| ISHARES CORE | MF Closed and MF Open | 464287507 | — | 5,088 shares | $366,081 |
| ALPHABET INC | Common Stock | 02079K107 | — | 1,073 shares | $365,615 |
| COSTCO WHOLESALE | Common Stock | 22160K105 | — | 381 shares | $346,841 |
| DEERE & CO | Common Stock | 244199105 | — | 495 shares | $332,417 |
| CATERPILLAR INC | Common Stock | 149123101 | — | 389 shares | $315,397 |
| ISHARES ESG | MF Closed and MF Open | 464288802 | — | 1,997 shares | $310,894 |
| COCA COLA COMPANY | Common Stock | 191216100 | — | 3,502 shares | $301,421 |
| SCHWAB US | MF Closed and MF Open | 808524409 | — | 9,000 shares | $299,790 |
| ISHARES CORE | MF Closed and MF Open | 464287804 | — | 2,066 shares | $281,061 |
| FIRST TRUST | MF Closed and MF Open | 33734H106 | — | 5,913 shares | $277,398 |
| CHEVRON CORP | Common Stock | 166764100 | — | 1,354 shares | $276,523 |
| WISDOMTREE INTL | MF Closed and MF Open | 97717W760 | — | 3,134 shares | $273,254 |
| ISHARES BITCOIN | MF Closed and MF Open | 46438F101 | — | 5,601 shares | $265,150 |
| HOME DEPOT | Common Stock | 437076102 | — | 931 shares | $264,861 |
| XTRACKERS MSCI | MF Closed and MF Open | 233051200 | — | 4,774 shares | $262,333 |
| ISHARES SEMICONDUCTOR | MF Closed and MF Open | 464287523 | — | 459 shares | $260,809 |
| ISHARES TECHNOLOGY | MF Closed and MF Open | 464287721 | — | 978 shares | $259,072 |
| BROADCOM INC | Common Stock | 11135F101 | — | 721 shares | $253,208 |
| SCHWAB US | MF Closed and MF Open | 808524201 | — | 7,681 shares | $230,430 |
| APPLIED MATERIALS | Common Stock | 038222105 | — | 446 shares | $227,822 |
| UNION PACIFIC CORP | Common Stock | 907818108 | — | 825 shares | $224,507 |
| SPDR GOLD | Common Stock | 78463V107 | — | 589 shares | $224,314 |
| ORACLE CORP | Common Stock | 68389X105 | — | 1,611 shares | $221,190 |
| ISHARES RUSSELL | MF Closed and MF Open | 464287598 | — | 879 shares | $217,931 |
| EATON VANCE | MF Closed and MF Open | 61774R858 | — | 4,412 shares | $216,894 |
| SPDR S&P | MF Closed and MF Open | 78467Y107 | — | 329 shares | $216,057 |
| ABBVIE INC | Common Stock | 00287Y109 | — | 752 shares | $196,669 |
| GRAINGER W W | Common Stock | 384802104 | — | 144 shares | $179,390 |
| STATE STREET | MF Closed and MF Open | 81369Y308 | — | 2,217 shares | $178,656 |
| VANGUARD FTSE | MF Closed and MF Open | 921943858 | — | 2,486 shares | $175,536 |
| XTRACKERS MSCI | MF Closed and MF Open | 233051820 | — | 3,670 shares | $174,912 |
| DONEGAL GROUP | Common Stock | 257701201 | — | 9,736 shares | $173,203 |
| SCHWAB US | MF Closed and MF Open | 808524797 | — | 5,272 shares | $171,498 |
| ENERGY TRANSFER | Oil & Gas, Real Estate and REIT | 29273V100 | — | 8,536 shares | $168,764 |
| FIRST TRUST | MF Closed and MF Open | 33734K109 | — | 1,272 shares | $168,671 |
| ISHARES U S | MF Closed and MF Open | 09290C863 | — | 4,796 shares | $165,270 |
| NUVEEN ESG | MF Closed and MF Open | 67092P805 | — | 4,137 shares | $164,280 |
| AVANTIS U S | MF Closed and MF Open | 025072877 | — | 1,390 shares | $163,699 |
| TESLA INC | Common Stock | 88160R101 | — | 458 shares | $162,502 |
| GLOBAL X | MF Closed and MF Open | 37954Y293 | — | 2,320 shares | $161,983 |
| INVESCO S&P | MF Closed and MF Open | 46137V399 | — | 6,917 shares | $161,097 |
| ALPHABET INC | Common Stock | 02079K305 | — | 467 shares | $160,664 |
| DIMENSIONAL US | MF Closed and MF Open | 25434V401 | — | 1,880 shares | $156,096 |
| VISA INC | Common Stock | 92826C839 | — | 425 shares | $152,715 |
| GOLDMAN SACHS | Common Stock | 38141G104 | — | 167 shares | $150,360 |
| INVESCO FTSE | MF Closed and MF Open | 46137V613 | — | 2,703 shares | $147,100 |
| AMGEN INC | Common Stock | 031162100 | — | 345 shares | $145,269 |
| MERCK & COMPANY | Common Stock | 58933Y105 | — | 983 shares | $142,805 |
| W P CAREY | Common Stock | 92936U109 | — | 2,193 shares | $141,739 |
| AT&T INC | Common Stock | 00206R102 | — | 5,762 shares | $140,594 |
| INVESCO MSCI | MF Closed and MF Open | 46090A713 | — | 2,468 shares | $135,617 |
| SPDR GOLD | MF Closed and MF Open | 98149E303 | — | 1,569 shares | $128,941 |
| META PLATFORMS | Common Stock | 30303M102 | — | 173 shares | $125,456 |
| FIRST TRUST | MF Closed and MF Open | 33738R506 | — | 1,600 shares | $125,264 |
| CISCO SYSTEMS | Common Stock | 17275R102 | — | 1,114 shares | $119,900 |
| STATE STREET | MF Closed and MF Open | 78464A763 | — | 815 shares | $119,381 |
| ISHARES CORE | MF Closed and MF Open | 46434G103 | — | 1,466 shares | $118,981 |
| NORTHROP GRUMMAN | Common Stock | 666807102 | — | 246 shares | $118,936 |
| ISHARES MSCI | MF Closed and MF Open | 464287465 | — | 1,131 shares | $117,499 |
| NUVEEN ESG | MF Closed and MF Open | 67092P870 | — | 5,380 shares | $113,894 |
| FIRST EAGLE | MF Closed and MF Open | 75526L878 | — | 2,065 shares | $111,035 |
| PEPSICO INC | Common Stock | 713448108 | — | 842 shares | $106,698 |
| JPMORGAN | MF Closed and MF Open | 46654Q203 | — | 1,714 shares | $105,000 |
| WISDOMTREE TRUST | MF Closed and MF Open | 97717X594 | — | 1,973 shares | $102,399 |
| VANGUARD INFORMATION | MF Closed and MF Open | 92204A702 | — | 808 shares | $101,542 |
| AMEREN CORP | Common Stock | 023608102 | — | 1,019 shares | $101,268 |
| ALLIANT ENERGY | Common Stock | 018802108 | — | 1,580 shares | $100,014 |
| ADVANCED MICRO | Common Stock | 007903107 | — | 159 shares | $97,270 |
| NUVEEN ESG | MF Closed and MF Open | 67092P607 | — | 1,989 shares | $96,516 |
| ISHARES GLOBAL | MF Closed and MF Open | 46434V647 | — | 3,633 shares | $93,659 |
| STATE STREET | MF Closed and MF Open | 78463X400 | — | 1,064 shares | $92,323 |
| PRUDENTIAL FINANCIAL | Common Stock | 744320102 | — | 811 shares | $92,125 |
| ARK AUTONOMOUS | MF Closed and MF Open | 00214Q203 | — | 752 shares | $91,180 |
| XCEL ENERGY | Common Stock | 98389B100 | — | 1,276 shares | $89,932 |
| VICTORYSHARES CORE | MF Closed and MF Open | 92647X863 | — | 4,327 shares | $89,375 |
| ISHARES S&P | MF Closed and MF Open | 464287309 | — | 625 shares | $88,912 |
| ISHARES GOLD | Common Stock | 464285204 | — | 1,130 shares | $88,253 |
| THERMO FISHER | Common Stock | 883556102 | — | 129 shares | $87,082 |
| WASTE MANAGEMENT | Common Stock | 94106L109 | — | 423 shares | $86,258 |
| AUTOMATIC DATA | Common Stock | 053015103 | — | 334 shares | $86,168 |
| ISHARES EUROPE | MF Closed and MF Open | 464287861 | — | 1,180 shares | $83,956 |
| BECTON DICKINSON | Common Stock | 075887109 | — | 455 shares | $81,445 |
| ISHARES S&P | MF Closed and MF Open | 464287408 | — | 352 shares | $80,355 |
| VANGUARD MORNINGSTAR | MF Closed and MF Open | 922908595 | — | 237 shares | $80,066 |
| PALO ALTO | Common Stock | 697435105 | — | 200 shares | $79,462 |
| MARATHON PETROLEUM | Common Stock | 56585A102 | — | 200 shares | $79,084 |
| WISDOMTREE FLOATING | MF Closed and MF Open | 97717Y527 | — | 1,567 shares | $78,984 |
| WISDOMTREE EMERGING | MF Closed and MF Open | 97717X578 | — | 1,676 shares | $78,521 |
| AVANTIS U S | MF Closed and MF Open | 025072885 | — | 607 shares | $77,751 |
| SOUTHERN COMPANY | Common Stock | 842587107 | — | 926 shares | $76,747 |
| TJX COS | Common Stock | 872540109 | — | 568 shares | $75,152 |
| SYMBOTIC INC | Common Stock | 87151X101 | — | 1,752 shares | $73,707 |
| ISHARES CORE | MF Closed and MF Open | 46429B663 | — | 2,600 shares | $72,696 |
| ASML HOLDING | Common Stock | N07059210 | — | 40 shares | $72,467 |
| MCDONALDS CORP | Common Stock | 580135101 | — | 310 shares | $71,592 |
| INVESCO TOTAL | MF Closed and MF Open | 46090A804 | — | 1,580 shares | $70,452 |
| ISHARES CORE | MF Closed and MF Open | 46435G326 | — | 780 shares | $69,794 |