IAG Wealth Partners, LLC holds a diversified book of 508 stocks worth $1.0B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Medtronic PLC and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1827261/holdings"
Use Arkolith to show IAG Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning IAG Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as IAG Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $69.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $12.3B |
| MORGAN STANLEY | 78 / 80 | $217.0B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.1B |
| ROYAL BANK OF CANADA | 77 / 80 | $64.6B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $3.1B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $51.8B |
| Private Advisor Group, LLC | 76 / 80 | $5.1B |
Ranked by how many of IAG Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street MF Closed and MF Open | $73.7M | 838.5K | 7.3% | ▼−0.9% Reduced · −8K sh | |
| 2 | JPMorgan Active MF Closed and MF Open | $59.6M | 1.11M | 5.9% | ▲+0.5% Added · +5K sh | |
| 3 | Avantis Intl MF Closed and MF Open | $52.1M | 673.1K | 5.2% | ▲+16% Added · +93K sh | |
| 4 | Nyli Mackay MF Closed and MF Open | $47.9M | 1.97M | 4.7% | ▲+3.3% Added · +62K sh | |
| 5 | Goldman Sachs MF Closed and MF Open | $45.6M | 321.4K | 4.5% | ▼−1.3% Reduced · −4K sh | |
| 6 | Wisdomtree U S MF Closed and MF Open | $38.8M | 403.0K | 3.8% | ▲+0.9% Added · +4K sh | |
| 7 | Goldman Sachs MF Closed and MF Open | $32.0M | 701.2K | 3.2% | ▲+8.2% Added · +53K sh | |
| 8 | Ishares Core MF Closed and MF Open | $31.3M | 508.9K | 3.1% | ▼−2.5% Reduced · −13K sh | |
| 9 | Ishares Core MF Closed and MF Open | $27.8M | 37.1K | 2.8% | ▼−2.9% Reduced · −1K sh | |
| 10 | Fidelity Enhanced MF Closed and MF Open | $27.6M | 631.9K | 2.7% | ▲+17% Added · +91K sh | |
| 11 | Vanguard Growth MF Closed and MF Open | $26.8M | 310.6K | 2.6% | ▲+511% Added · +260K sh | |
| 12 | Wisdomtree U S MF Closed and MF Open | $26.6M | 470.1K | 2.6% | ▼−6.1% Reduced · −31K sh | |
| 13 | Avantis Intl MF Closed and MF Open | $26.4M | 296.0K | 2.6% | ▲+16% Added · +40K sh | |
| 14 | Invesco Large MF Closed and MF Open | $25.0M | 330.1K | 2.5% | ▲+2.2% Added · +7K sh | |
| 15 | State Street MF Closed and MF Open | $22.6M | 449.1K | 2.2% | ▲+8.3% Added · +34K sh | |
| 16 | Ishares Morningstar MF Closed and MF Open | $22.1M | 225.1K | 2.2% | ▼−2.1% Reduced · −5K sh | |
| 17 | Pgim Ultra MF Closed and MF Open | $21.3M | 429.9K | 2.1% | ▲+3.3% Added · +14K sh | |
| 18 | Simplify Managed MF Closed and MF Open | $21.3M | 821.0K | 2.1% | ▲+3.3% Added · +26K sh | |
| 19 | JPMorgan MF Closed and MF Open | $20.3M | 400.1K | 2.0% | ▼−3.2% Reduced · −13K sh | |
| 20 | Vaneck Natural MF Closed and MF Open | $16.2M | 236.2K | 1.6% | ▼−6.7% Reduced · −17K sh | |
| 21 | Pgim Short MF Closed and MF Open | $16.1M | 321.8K | 1.6% | ▲141× Added · +320K sh | |
| 22 | Imgp Dbi MF Closed and MF Open | $15.7M | 511.9K | 1.6% | ▼−5.4% Reduced · −29K sh | |
| 23 | State Street MF Closed and MF Open | $15.1M | 222.8K | 1.5% | ▼−3.0% Reduced · −7K sh | |
| 24 | Columbia Research MF Closed and MF Open | $15.0M | 347.4K | 1.5% | ▲+2.8% Added · +9K sh | |
| 25 | State Street MF Closed and MF Open | $15.0M | 164.7K | 1.5% | ▼−6.8% Reduced · −12K sh | |
| 26 | State Street MF Closed and MF Open | $13.3M | 112.0K | 1.3% | ▲+1.5% Added · +2K sh | |
| 27 | Wisdomtree US MF Closed and MF Open | $12.3M | 128.9K | 1.2% | ▲+1.0% Added · +1K sh | |
| 28 | Ishares Russell MF Closed and MF Open | $11.9M | 41.0K | 1.2% | ▼−3.3% Reduced · −1K sh | |
| 29 | State Street MF Closed and MF Open | $11.5M | 282.9K | 1.1% | ▲+1.0% Added · +3K sh | |
| 30 | Victoryshares Small MF Closed and MF Open | $11.4M | 331.9K | 1.1% | ▼−3.2% Reduced · −11K sh | |
| 31 | MFS Blended MF Closed and MF Open | $10.0M | 329.7K | 1.0% | ▲63× Added · +324K sh | |
| 32 | Flexshares Morningstar MF Closed and MF Open | $8.3M | 167.6K | 0.8% | ▲+2.9% Added · +5K sh | |
| 33 | State Street MF Closed and MF Open | $7.9M | 137.4K | 0.8% | ▲+1.6% Added · +2K sh | |
| 34 | State Street MF Closed and MF Open | $7.8M | 306.3K | 0.8% | ▲+1.7% Added · +5K sh | |
| 35 | State Street MF Closed and MF Open | $7.4M | 77.6K | 0.7% | ▼−4.0% Reduced · −3K sh | |
| 36 | Vanguard Dividend MF Closed and MF Open | $7.0M | 29.6K | 0.7% | ▲+0.1% Added · +20 sh | |
| 37 | Avantis Emerging MF Closed and MF Open | $6.9M | 71.4K | 0.7% | ▲+3.3% Added · +2K sh | |
| 38 | Fidelity Enhanced MF Closed and MF Open | $6.4M | 132.5K | 0.6% | ▲+9.2% Added · +11K sh | |
| 39 | JPMorgan MF Closed and MF Open | $6.3M | 68.6K | 0.6% | ▲+1.6% Added · +1K sh | |
| 40 | State Street MF Closed and MF Open | $6.1M | 100.9K | 0.6% | ▼−1.0% Reduced · −1K sh | |
| 41 | Dimensional Emerging MF Closed and MF Open | $5.9M | 146.3K | 0.6% | ▼−4.8% Reduced · −7K sh | |
| 42 | Pimco Enhanced MF Closed and MF Open | $5.3M | 198.5K | 0.5% | ▲+8.5% Added · +16K sh | |
| 43 | Invesco S&P MF Closed and MF Open | $5.1M | 57.1K | 0.5% | ▼−3.0% Reduced · −2K sh | |
| 44 | Ishares Morningstar MF Closed and MF Open | $5.1M | 77.9K | 0.5% | ▼−0.3% Reduced · −212 sh | |
| 45 | Fidelity Enhanced MF Closed and MF Open | $4.9M | 121.1K | 0.5% | ▼−1.4% Reduced · −2K sh | |
| 46 | State Street MF Closed and MF Open | $4.8M | 42.7K | 0.5% | ▼−4.4% Reduced · −2K sh | |
| 47 | State Street MF Closed and MF Open | $4.8M | 71.0K | 0.5% | ▲+0.7% Added · +467 sh | |
| 48 | Hartford Multifactor MF Closed and MF Open | $4.7M | 115.7K | 0.5% | ▼−2.6% Reduced · −3K sh | |
| 49 | Dimensional Intl MF Closed and MF Open | $3.9M | 112.6K | 0.4% | ▲+11% Added · +11K sh | |
| 50 | Franklin US MF Closed and MF Open | $3.6M | 63.1K | 0.4% | ▼−2.3% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 508 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 509 | $895.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 497 | $863.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 526 | $832.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 495 | $755.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 500 | $643.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 507 | $566.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 490 | $541.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.