IAG Wealth Partners, LLC

WAUKESHA, WI · CIK 1827261 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWaukesha, WI

$1.0bn reported value +12.8% vs Q1 2026

508positions

43.2%in top 10

17 new 85 added 100 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	838,486	$73.7m7.29%	7.29%	Reduced -7.7k	-7,712 -0.9%
2	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	1,114,649	$59.6m5.90%	5.90%	Added +5.1k	+5,106 0.5%
3	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	673,117	$52.1m5.16%	5.16%	Added +92.6k	+92,595 15.9%
4	NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN MMIT	MMIT	1,967,096	$47.9m4.74%	4.74%	Added +62.0k	+62,028 3.3%
5	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	321,376	$45.6m4.51%	4.51%	Reduced -4.1k	-4,085 -1.3%
6	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	402,998	$38.8m3.84%	3.84%	Added +3.8k	+3,814 1.0%
7	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	701,237	$32.0m3.17%	3.17%	Added +53.4k	+53,411 8.2%
8	ISHARES TR CORE DIVID ETF DIVB	DIVB	508,870	$31.3m3.10%	3.10%	Reduced -13.3k	-13,341 -2.5%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	37,139	$27.8m2.75%	2.75%	Reduced -1.1k	-1,120 -2.9%
10	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	631,926	$27.6m2.74%	2.74%	Added +91.2k	+91,203 16.9%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	310,621	$26.8m2.65%	2.65%	Added +5.5k	+5,503 1.8%
12	WISDOMTREE TR US MIDCAP DIVID DON	DON	470,081	$26.6m2.63%	2.63%	Reduced -30.6k	-30,618 -6.1%
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	296,039	$26.4m2.61%	2.61%	Added +40.3k	+40,297 15.8%
14	INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE PWV	PWV	330,061	$25.0m2.48%	2.48%	Added +7.1k	+7,143 2.2%
15	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	449,070	$22.6m2.24%	2.24%	Added +34.2k	+34,226 8.2%
16	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	225,135	$22.1m2.19%	2.19%	Reduced -4.8k	-4,820 -2.1%
17	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	429,859	$21.3m2.11%	2.11%	Added +13.9k	+13,854 3.3%
18	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	821,040	$21.3m2.11%	2.11%	Added +26.2k	+26,180 3.3%
19	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	400,095	$20.3m2.01%	2.01%	Reduced -13.1k	-13,115 -3.2%
20	VANECK ETF TRUST NATURAL RESOURC HAP	HAP	236,196	$16.2m1.60%	1.60%	Reduced -16.9k	-16,899 -6.7%
21	PGIM ETF TR SHRT DUR HGH YLD PSH	PSH	321,813	$16.1m1.59%	1.59%	Added +319.5k	+319,532 14008.4%
22	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	511,925	$15.7m1.55%	1.55%	Reduced -29.2k	-29,245 -5.4%
23	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	222,817	$15.1m1.49%	1.49%	Reduced -6.9k	-6,854 -3.0%
24	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	347,443	$15.0m1.49%	1.49%	Added +9.5k	+9,455 2.8%
25	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	164,702	$15.0m1.48%	1.48%	Reduced -12.0k	-12,018 -6.8%
26	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	111,976	$13.3m1.32%	1.32%	Added +1.6k	+1,650 1.5%
27	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	128,898	$12.3m1.22%	1.22%	Added +1.3k	+1,255 1.0%
28	ISHARES TR RUS TP200 GR ETF IWY	IWY	40,968	$11.9m1.18%	1.18%	Reduced -1.4k	-1,415 -3.3%
29	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	282,870	$11.5m1.14%	1.14%	Added +2.8k	+2,802 1.0%
30	VICTORY PORTFOLIOS II VICTORYSHARES SM SFLO	SFLO	331,922	$11.4m1.12%	1.12%	Reduced -10.9k	-10,863 -3.2%
31	MFS ACTIVE EXCHANGE TRADED F BLEND INTL ETF BRIE	BRIE	329,667	$10.0m0.99%	0.99%	Added +324.4k	+324,442 6209.4%
32	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	167,566	$8.3m0.82%	0.82%	Added +4.7k	+4,701 2.9%
33	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	137,417	$7.9m0.78%	0.78%	Added +2.1k	+2,126 1.6%
34	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	306,270	$7.8m0.77%	0.77%	Added +5.2k	+5,228 1.7%
35	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	77,644	$7.4m0.73%	0.73%	Reduced -3.3k	-3,269 -4.0%
36	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	29,583	$7.0m0.69%	0.69%	Added +20	+20 0.1%
37	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	71,443	$6.9m0.68%	0.68%	Added +2.3k	+2,305 3.3%
38	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	132,532	$6.4m0.63%	0.63%	Added +11.2k	+11,211 9.2%
39	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBSC	BBSC	68,553	$6.3m0.62%	0.62%	Added +1.1k	+1,097 1.6%
40	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	100,915	$6.1m0.61%	0.61%	Reduced -1.0k	-1,043 -1.0%
41	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	146,328	$5.9m0.58%	0.58%	Reduced -7.4k	-7,405 -4.8%
42	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	198,523	$5.3m0.52%	0.52%	Added +15.6k	+15,588 8.5%
43	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	57,066	$5.1m0.51%	0.51%	Reduced -1.7k	-1,743 -3.0%
44	ISHARES TR MRGSTR SM CP GR ISCG	ISCG	77,865	$5.1m0.51%	0.51%	Reduced -212	-212 -0.3%
45	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	121,125	$4.9m0.49%	0.49%	Reduced -1.7k	-1,732 -1.4%
46	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	42,722	$4.8m0.47%	0.47%	Reduced -2.0k	-1,971 -4.4%
47	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	71,001	$4.8m0.47%	0.47%	Added +467	+467 0.7%
48	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	115,710	$4.7m0.46%	0.46%	Reduced -3.1k	-3,093 -2.6%
49	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	112,576	$3.9m0.39%	0.39%	Added +11.3k	+11,347 11.2%
50	FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT FLQM	FLQM	63,055	$3.6m0.36%	0.36%	Reduced -1.5k	-1,475 -2.3%
51	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	46,094	$3.5m0.34%	0.34%	Added +1.9k	+1,861 4.2%
52	VICTORY PORTFOLIOS II VCSHS US SMCP HG CSB	CSB	51,901	$3.4m0.34%	0.34%	Added +388	+388 0.8%
53	NEUBERGER BERMAN ETF TRUST BERMAN COMMODITY NBCM	NBCM	100,281	$2.7m0.26%	0.26%	Reduced -20.9k	-20,876 -17.2%
54	JANUS DETROIT STR TR HENDERSN SML ETF JSMD	JSMD	25,726	$2.6m0.26%	0.26%	Reduced -2.2k	-2,203 -7.9%
55	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	19,224	$2.6m0.26%	0.26%	Reduced -715	-715 -3.6%
56	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	47,579	$2.5m0.24%	0.24%	Added +2.7k	+2,741 6.1%
57	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,812	$2.4m0.24%	0.24%	Reduced -37	-37 -0.8%
58	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	22,529	$2.3m0.23%	0.23%	Reduced -137	-137 -0.6%
59	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	39,631	$2.0m0.20%	0.20%	Added +81	+81 0.2%
60	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	28,559	$1.9m0.19%	0.19%	Reduced -3.9k	-3,893 -12.0%
61	SPDR SER TR SSGA US SMAL ETF SMLV	SMLV	11,606	$1.8m0.18%	0.18%	Reduced -388	-388 -3.2%
62	SPDR INDEX SHS FDS PORTFLI MSCI GBL SPGM	SPGM	21,200	$1.8m0.18%	0.18%	Added +4.2k	+4,189 24.6%
63	JOHNSON & JOHNSON COM JNJ	JNJ	6,814	$1.7m0.17%	0.17%	Reduced -280	-280 -4.0%
64	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	48,401	$1.7m0.17%	0.17%	Added +14.2k	+14,193 41.5%
65	PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL YLD	YLD	87,776	$1.7m0.17%	0.17%	Added +87.0k	+87,007 11314.3%
66	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	34,251	$1.7m0.17%	0.17%	Added +20.7k	+20,695 152.7%
67	HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD HTAB	HTAB	86,184	$1.7m0.16%	0.16%	Reduced -27.6k	-27,628 -24.3%
68	APPLE INC COM AAPL	AAPL	5,689	$1.6m0.16%	0.16%	Reduced -173	-173 -3.0%
69	WEC ENERGY GROUP INC COM WEC	WEC	12,638	$1.5m0.15%	0.15%	Reduced -553	-553 -4.2%
70	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,968	$1.5m0.15%	0.15%	Reduced -106	-106 -2.6%
71	WISDOMTREE TR US SMALLCAP DIVD DES	DES	35,057	$1.4m0.14%	0.14%	Reduced -1.0k	-1,031 -2.9%
72	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,028	$1.4m0.14%	0.14%	Reduced -67	-67 -3.2%
73	INVESCO EXCH TRADED FD TR II PURBTA MSCI US PBUS	PBUS	15,833	$1.2m0.12%	0.12%	Reduced -2.5k	-2,520 -13.7%
74	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	32,013	$1.2m0.12%	0.12%	Reduced -2.8k	-2,765 -8.0%
75	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,439	$1.1m0.10%	0.10%	Added +66	+66 4.8%
76	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBMC	BBMC	8,144	$1.0m0.10%	0.10%	Reduced -224	-224 -2.7%
77	GOLDMAN SACHS ETF TR ACTIVEBETA EME GEM	GEM	16,994	$883.7k0.09%	0.09%	Reduced -26	-26 -0.1%
78	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	7,875	$859.2k0.09%	0.09%	Reduced -466	-466 -5.6%
79	NVIDIA CORPORATION COM NVDA	NVDA	4,275	$855.4k0.08%	0.08%	Reduced -200	-200 -4.5%
80	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	5,510	$850.1k0.08%	0.08%	Unchanged
81	MICROSOFT CORP COM MSFT	MSFT	2,236	$833.9k0.08%	0.08%	Reduced -29	-29 -1.3%
82	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,692	$808.8k0.08%	0.08%	Added +125	+125 4.9%
83	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	13,313	$794.7k0.08%	0.08%	Reduced -379	-379 -2.8%
84	BOEING CO COM BA	BA	3,464	$749.9k0.07%	0.07%	Reduced -17	-17 -0.5%
85	ELI LILLY & CO COM LLY	LLY	612	$734.1k0.07%	0.07%	Added +150	+150 32.5%
86	JANUS DETROIT STR TR HENDERSN CAP ETF JSML	JSML	7,699	$716.4k0.07%	0.07%	Reduced -20	-20 -0.3%
87	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,376	$667.5k0.07%	0.07%	Unchanged
88	ISHARES TR FUTURE AI & TECH ARTY	ARTY	7,709	$587.1k0.06%	0.06%	Added +1.2k	+1,201 18.4%
89	NUSHARES ETF TR NUVEEN ESG MIDCP NUMG	NUMG	12,416	$583.1k0.06%	0.06%	Reduced -4.3k	-4,256 -25.5%
90	JOHNSON CTLS INTL PLC SHS JCI	JCI	3,598	$525.7k0.05%	0.05%	Added +444	+444 14.1%
91	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	15,830	$475.1k0.05%	0.05%	Added +1.2k	+1,154 7.9%
92	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,366	$468.3k0.05%	0.05%	Reduced -66	-66 -4.6%
93	AMAZON COM INC COM AMZN	AMZN	1,922	$458.1k0.05%	0.05%	Added +239	+239 14.2%
94	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,477	$447.7k0.04%	0.04%	Unchanged
95	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	3,701	$440.9k0.04%	0.04%	Reduced -367	-367 -9.0%
96	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	570	$425.4k0.04%	0.04%	Added +16	+16 2.9%
97	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,445	$419.9k0.04%	0.04%	Reduced -698	-698 -11.4%
98	CATERPILLAR INC COM CAT	CAT	383	$407.9k0.04%	0.04%	Reduced -20	-20 -5.0%
99	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,657	$394.1k0.04%	0.04%	Added +44	+44 1.7%
100	ALPHABET INC CAP STK CL C GOOG	GOOG	1,077	$380.5k0.04%	0.04%	Added +92	+92 9.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LOCKHEED MARTIN CORP LMT	LMT	49	$29.6k49 shares
STEEL DYNAMICS INC STLD	STLD	150	$27.0k150 shares
REGIONS FINANCIAL CORP NEW RF	RF	643	$16.8k643 shares
MCKESSON CORP MCK	MCK	19	$16.4k19 shares
HONEYWELL INTL INC		36	$16.0k36 shares
PACER FDS TR COWZ	COWZ	200	$12.5k200 shares
INVESCO EXCHANGE TRADED FD T PKB	PKB	127	$12.4k127 shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	29	$11.3k29 shares
FOX CORP FOXA	FOXA	193	$11.3k193 shares
CARNIVAL CORP		420	$10.9k420 shares
FASTENAL CO FAST	FAST	214	$9.9k214 shares
ISHARES TR ESGU	ESGU	65	$9.2k65 shares
OTTER TAIL CORP OTTR	OTTR	100	$8.8k100 shares
COINBASE GLOBAL INC COIN	COIN	39	$6.8k39 shares
UBER TECHNOLOGIES INC UBER	UBER	51	$3.7k51 shares
AMERICAN EXPRESS CO AXP	AXP	12	$3.6k12 shares
SHELL PLC SHEL	SHEL	34	$3.2k34 shares
BIO-TECHNE CORP TECH	TECH	20	$1.0k20 shares