13F Filings History of IAG Wealth Partners, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$863,620,424
Signature - Title
Jennifer Von Ruden - Chief Compliance Officer
Location
Waukesha, WI
Summary
This page shows a list of all the recent 13F filings made by IAG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IAG Wealth Partners, LLC reported 496 stock holdings with total value $863,620,424 as of Q4 2025. Top holdings included SPYM, JBND, MMIT, GSLC, and AVIV.

Notify me when IAG Wealth Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 496 $863,620,424 +$32,150,163 -$13,726,538 +$18,423,625 SPYM, JBND, MMIT, GSLC, AVIV 13F-HR 10 Feb 2026, 15:48
Q3 2025 516 $832,521,212 +$79,194,107 -$46,066,161 +$33,127,946 JBND, SPLG, GSLC, MMIT, AVIV 13F-HR 12 Nov 2025, 07:00
Q2 2025 492 $755,681,029 +$102,595,716 -$30,404,546 +$72,191,170 SPLG, JBND, GSLC, AVIV, DLN 13F-HR 13 Aug 2025, 14:08
Q1 2025 498 $643,364,319 +$124,775,286 -$45,228,813 +$79,546,473 JBND, SPLG, DLN, AVIV, GSLC 13F-HR 16 Apr 2025, 16:48
Q4 2024 507 $566,916,700 +$49,108,734 -$11,589,754 +$37,518,980 SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 10 Feb 2025, 09:20
Q3 2024 488 $540,975,287 +$21,659,446 -$8,021,870 +$13,637,576 SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 29 Oct 2024, 14:06
Q2 2024 499 $497,639,424 +$39,442,069 -$8,835,335 +$30,606,734 SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 16 Jul 2024, 14:07
Q1 2024 446 $465,610,722 +$19,591,810 -$20,520,248 -$928,438 SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 24 Apr 2024, 12:21
Q4 2023 424 $438,273,109 +$73,293,899 -$29,002,494 +$44,291,405 SPDW, SPLG, GSLC, DLN, MMIT 13F-HR 02 Feb 2024, 16:35
Q3 2023 448 $358,678,496 +$10,235,510 -$15,637,686 -$5,402,176 SPLG, SPDW, MMIT, DLN, GSLC 13F-HR 24 Oct 2023, 16:36
Q2 2023 452 $378,395,721 +$24,725,019 -$22,964,742 +$1,760,277 SPLG, SPDW, GSLC, DLN, MMIT 13F-HR 10 Aug 2023, 16:17
Q1 2023 450 $360,426,551 +$30,316,683 -$26,434,685 +$3,881,998 SPLG, SPDW, GSLC, DLN, GSIE 13F-HR 25 Apr 2023, 09:19
Q4 2022 434 $339,439,460 +$27,690,001 -$16,689,423 +$11,000,578 SPLG, SPDW, GSLC, DLN, IVV 13F-HR 08 Feb 2023, 11:36
Q3 2022 428 $301,039,000 +$27,084,189 -$12,258,849 +$14,825,340 SPLG, SPDW, GSLC, DLN, IVV 13F-HR 26 Oct 2022, 16:35
Q2 2022 432 $305,573,000 +$46,185,501 -$13,015,697 +$33,169,804 SPLG, SPDW, GSLC, IVV, DLN 13F-HR 03 Aug 2022, 16:11
Q1 2022 439 $317,809,000 +$26,996,472 -$6,656,290 +$20,340,182 SPDW, SPLG, GSLC, IVV, DLN 13F-HR 03 May 2022, 20:03
Q4 2021 397 $311,902,000 +$33,285,221 -$11,792,803 +$21,492,418 SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 14 Feb 2022, 17:30
Q3 2021 389 $281,014,000 +$14,660,190 -$9,325,874 +$5,334,316 SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 04 Nov 2021, 16:45
Q2 2021 369 $278,556,000 +$8,988,143 -$7,900,197 +$1,087,946 SPLG, IVV, SPDW, GSLC, GSIE 13F-HR 04 Aug 2021, 12:53
Q1 2021 369 $262,201,000 +$9,239,075 -$7,210,066 +$2,029,009 IVV, SPLG, SPDW, GSLC, GSIE 13F-HR 29 Apr 2021, 10:04
Q4 2020 353 $244,793,000 +$7,027,105 -$7,462,977 -$435,872 IVV, SPDW, SPLG, GSLC, GSIE 13F-HR 11 Feb 2021, 14:58
Q3 2020 352 $216,646,000 +$8,883,575 -$10,747,628 -$1,864,053 IVV, SPDW, SPLG, GSLC, SPTM 13F-HR 11 Feb 2021, 15:09
Q2 2020 420 $206,142,000 +$43,062,398 -$11,985,942 +$31,076,456 IVV, SPDW, SPLG, SPTM, GSLC 13F-HR 11 Feb 2021, 15:19
Q1 2020 419 $149,725,000 +$41,320,062 -$11,740,062 +$29,580,000 IVV, SPDW, SPLG, GSLC, AGG 13F-HR 11 Feb 2021, 16:21
Q4 2019 434 $152,909,000 $0 $0 $0 IVV, SPDW, GSLC, SPLG, DON 13F-HR 11 Feb 2021, 16:28