AI Portfolio Summary
In 2025 Q4, IAG Wealth Partners, LLC maintained a portfolio of 533 distinct positions. They heavily accumulated shares in JPMORGAN ACTIVE, increasing their position by 1.8%. Conversely, IAG Wealth Partners, LLC completely exited their position in SCORPIO TANKERS.
Total Positions
533
Quarter
2025 Q4
Top Holding
SPLG (7.5%)
Top 10 Concentration
45.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 533
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
STATE STREET
|
ETF | 7.55% | 7.66% |
#1
1
Prev: #2
|
3.0 | -2,187 | -0.3% |
P
S
|
812,288 | $65,161,746 |
$70.83
+13.2%
|
2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
JBND
JPMORGAN ACTIVE
|
Unknown | 7.52% | 7.67% |
#2
1
Prev: #1
|
5.0 | 21,024 | 1.8% |
P
S
|
1,200,760 | $64,925,106 |
$53.71
-0.1%
|
2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
MMIT
NYLI MACKAY
|
ETF | 5.18% | 4.88% |
#3
1
Prev: #4
|
4.1 | 164,912 | 9.9% |
P
S
|
1,838,192 | $44,723,205 |
$22.86
+5.9%
|
2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
GSLC
GOLDMAN SACHS
|
ETF | 5.03% | 5.32% |
#4
1
Prev: #3
|
2.0 | -12,051 | -3.5% |
P
S
|
327,865 | $43,399,573 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVIV
AVANTIS INTL
|
Unknown | 4.47% | 4.46% |
#5
Prev: #5
|
1.8 | -8,513 | -1.5% |
P
S
|
541,505 | $38,571,393 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DLN
WISDOMTREE U S
|
Unknown | 3.98% | 4.12% |
#6
Prev: #6
|
1.6 | -3,338 | -0.8% |
P
S
|
390,561 | $34,400,641 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIVB
ISHARES CORE
|
ETF | 3.24% | 3.25% |
#7
1
Prev: #8
|
3.3 | 8,626 | 1.7% |
P
S
|
525,995 | $27,956,628 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES CORE
|
ETF | 3.04% | 3.29% |
#8
1
Prev: #7
|
1.2 | -2,546 | -6.2% |
P
S
|
38,341 | $26,261,062 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSIE
GOLDMAN SACHS
|
ETF | 2.99% | 3.01% |
#9
1
Prev: #10
|
1.2 | -9,788 | -1.6% |
P
S
|
600,503 | $25,785,627 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DON
WISDOMTREE U S
|
Unknown | 2.95% | 3.05% |
#10
1
Prev: #9
|
3.2 | 7,865 | 1.6% |
P
S
|
493,195 | $25,448,840 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD GROWTH
|
ETF | 2.73% | 2.81% |
#11
Prev: #11
|
1.1 | -456 | -0.9% |
P
S
|
48,355 | $23,590,539 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PULS
PGIM ULTRA
|
ETF | 2.56% | 2.55% |
#12
1
Prev: #13
|
3.0 | 20,984 | 4.9% |
P
S
|
446,506 | $22,142,254 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTA
SIMPLIFY MANAGE...
|
Unknown | 2.56% | 2.61% |
#13
1
Prev: #12
|
3.0 | 35,670 | 4.6% |
P
S
|
811,968 | $22,134,257 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PWV
INVESCO LARGE
|
Unknown | 2.49% | 2.48% |
#14
Prev: #14
|
3.0 | 6,905 | 2.2% |
P
S
|
323,838 | $21,541,712 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMUB
JPMORGAN
|
ETF | 2.35% | 2.35% |
#15
Prev: #15
|
3.0 | 14,590 | 3.8% |
P
S
|
402,722 | $20,337,497 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HAP
VANECK NATURAL
|
ETF | 2.28% | 2.32% |
#16
Prev: #16
|
0.9 | -11,693 | -3.5% |
P
S
|
326,814 | $19,654,644 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IMCG
ISHARES MORNING...
|
ETF | 2.07% | 2.09% |
#17
Prev: #17
|
2.8 | 13,101 | 6.2% |
P
S
|
223,763 | $17,865,214 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AVANTIS INTL
|
ETF | 2.01% | 1.92% |
#18
Prev: #18
|
2.8 | 8,692 | 4.3% |
P
S
|
211,150 | $17,381,853 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR DEVELOPED
|
ETF | 1.94% | 1.90% |
#19
Prev: #19
|
2.8 | 7,806 | 2.1% |
P
S
|
376,541 | $16,722,196 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DBMF
IMGP DBI
|
ETF | 1.84% | 1.76% |
#20
1
Prev: #21
|
2.8 | 29,386 | 5.5% |
P
S
|
565,318 | $15,862,841 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTM
STATE STREET
|
ETF | 1.72% | 1.81% |
#21
1
Prev: #20
|
0.7 | -6,828 | -3.6% |
P
S
|
180,524 | $14,893,643 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPMD
STATE STREET
|
ETF | 1.52% | 1.47% |
#22
1
Prev: #23
|
2.6 | 12,633 | 5.9% |
P
S
|
226,396 | $13,110,618 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RECS
COLUMBIA RESEAR...
|
ETF | 1.48% | 1.48% |
#23
1
Prev: #22
|
2.6 | 7,953 | 2.6% |
P
S
|
313,041 | $12,784,580 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SFLO
VICTORYSHARES S...
|
Unknown | 1.36% | 0.02% |
#24
108
Prev: #132
|
2.8 | 393,688 | 7380.7% |
P
S
|
399,022 | $11,765,343 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
STATE STREET
|
Unknown | 1.35% | 1.42% |
#25
1
Prev: #24
|
0.5 | -3,584 | -3.2% |
P
S
|
109,340 | $11,666,576 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STNG
SCORPIO TANKERS
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #146) |
0.3 | -2,139 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMOT
VANECK MORNINGS...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #176) |
0.3 | -2,305 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SIL
GLOBAL X
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #186) |
0.3 | -1,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Consumer Defensive | 0.00% | 0.01% |
Sold All 😨
(Was: #192) |
0.3 | -800 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMMD
ISHARES RUSSELL
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #197) |
0.3 | -815 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SF
STIFEL FINANCIA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #236) |
0.3 | -348 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOAT
VANECK MORNINGS...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #244) |
0.3 | -378 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLQS
FRANKLIN US
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #249) |
0.3 | -807 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMMU
PIMCO SHORT
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #250) |
0.3 | -700 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HDV
ISHARES CORE
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #287) |
0.3 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LYB
LYONDELLBASELL ...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #291) |
0.3 | -475 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
VANECK SEMICOND...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #305) |
0.3 | -60 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COPX
GLOBAL X
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #311) |
0.3 | -310 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RWJ
INVESCO S&P
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #323) |
0.3 | -345 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRN
TRINITY INDUSTR...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #339) |
0.3 | -530 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
FINANCIAL SELEC...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #343) |
0.3 | -264 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXJ
WISDOMTREE JAPA...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #348) |
0.3 | -107 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
TECHNOLOGY SELE...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #381) |
0.3 | -33 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLI
INDUSTRIAL SELE...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #386) |
0.3 | -59 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #387) |
0.3 | -25 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CROX
CROCS INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #389) |
0.3 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD SHORT
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #391) |
0.3 | -163 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RGTI
RIGETTI COMPUTI...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #403) |
0.3 | -250 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAH
BOOZ ALLEN
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #406) |
0.3 | -72 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #408) |
0.3 | -245 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCJ
ISHARES MSCI
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #418) |
0.3 | -65 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RNG
RINGCENTRAL INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #426) |
0.3 | -190 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IONQ
IONQ INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #429) |
0.3 | -80 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OPEN
OPENDOOR TECHNO...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #436) |
0.3 | -560 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDA
SCHWAB FUNDAMEN...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #474) |
0.3 | -42 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #477) |
0.3 | -10 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NU
NU HOLDINGS
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #482) |
0.3 | -65 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB US
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #489) |
0.3 | -30 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANGI
ANGI INC
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #494) |
0.3 | -42 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HNST
HONEST CO
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #502) |
0.3 | -120 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #513) |
0.3 | -1 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZIMV
ZIMVIE INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #514) |
0.3 | -4 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 533 holdings