IAG Wealth Partners, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| VICTORYSHARES SMALL | 0 | 399,022 | +399,022 | 0 | 11,765,343 | +11,765,343 |
| NYLI MACKAY | 0 | 1,838,192 | +1,838,192 | 0 | 44,723,205 | +44,723,205 |
| AVANTIS INTL | 550,018 | 541,505 | -8,513 | 37,093,222 | 38,571,393 | +1,478,171 |
| AVANTIS INTL | 202,458 | 211,150 | +8,692 | 15,973,959 | 17,381,853 | +1,407,894 |
| STATE STREET | 0 | 812,288 | +812,288 | 0 | 65,161,746 | +65,161,746 |
| IMGP DBI | 0 | 565,318 | +565,318 | 0 | 15,862,841 | +15,862,841 |
| MFS ACTIVE | 0 | 42,182 | +42,182 | 0 | 1,193,939 | +1,193,939 |
| JPMORGAN ACTIVE | 0 | 1,200,760 | +1,200,760 | 0 | 64,925,106 | +64,925,106 |
| STATE STREET | 0 | 294,073 | +294,073 | 0 | 7,572,408 | +7,572,408 |
| SPDR DEVELOPED | 0 | 376,541 | +376,541 | 0 | 16,722,196 | +16,722,196 |
| PGIM ULTRA | 0 | 446,506 | +446,506 | 0 | 22,142,254 | +22,142,254 |
| WISDOMTREE US | 0 | 124,460 | +124,460 | 0 | 11,130,419 | +11,130,419 |
| ISHARES CORE | 0 | 525,995 | +525,995 | 0 | 27,956,628 | +27,956,628 |
| STATE STREET | 0 | 226,396 | +226,396 | 0 | 13,110,618 | +13,110,618 |
| INVESCO LARGE | 0 | 323,838 | +323,838 | 0 | 21,541,712 | +21,541,712 |
| JPMORGAN | 0 | 402,722 | +402,722 | 0 | 20,337,497 | +20,337,497 |
| GOLDMAN SACHS | 0 | 600,503 | +600,503 | 0 | 25,785,627 | +25,785,627 |
| FLEXSHARES MORNINGSTAR | 0 | 157,262 | +157,262 | 0 | 7,210,495 | +7,210,495 |
| COLUMBIA RESEARCH | 305,088 | 313,041 | +7,953 | 12,310,326 | 12,784,580 | +474,254 |
| ISHARES MORNINGSTAR | 0 | 223,763 | +223,763 | 0 | 17,865,214 | +17,865,214 |
| SIMPLIFY MANAGED | 0 | 811,968 | +811,968 | 0 | 22,134,257 | +22,134,257 |
| FIDELITY COVINGTON | 0 | 94,623 | +94,623 | 0 | 3,574,848 | +3,574,848 |
| PIMCO ENHANCED | 0 | 168,505 | +168,505 | 0 | 4,495,709 | +4,495,709 |
| VANECK NATURAL | 0 | 326,814 | +326,814 | 0 | 19,654,644 | +19,654,644 |
| STATE STREET | 0 | 131,075 | +131,075 | 0 | 6,142,165 | +6,142,165 |
| FRANKLIN US | 0 | 61,822 | +61,822 | 0 | 3,478,102 | +3,478,102 |
| JPMORGAN | 0 | 33,831 | +33,831 | 0 | 1,723,354 | +1,723,354 |
| SPDR S&P | 0 | 68,482 | +68,482 | 0 | 4,255,501 | +4,255,501 |
| AVANTIS EMERGING | 65,653 | 67,625 | +1,972 | 4,931,200 | 5,208,484 | +277,284 |
| ISHARES MORNINGSTAR | 0 | 76,183 | +76,183 | 0 | 4,225,129 | +4,225,129 |
| STATE STREET | 0 | 83,411 | +83,411 | 0 | 7,060,767 | +7,060,767 |
| DIMENSIONAL INTL | 0 | 95,894 | +95,894 | 0 | 3,158,752 | +3,158,752 |
| STATE STREET | 0 | 59,921 | +59,921 | 0 | 1,517,201 | +1,517,201 |
| VANGUARD GROWTH | 0 | 48,355 | +48,355 | 0 | 23,590,539 | +23,590,539 |
| STATE STREET | 0 | 46,953 | +46,953 | 0 | 4,339,865 | +4,339,865 |
| FIDELITY ENHANCED | 0 | 108,680 | +108,680 | 0 | 3,953,782 | +3,953,782 |
| ELI LILLY | 0 | 462 | +462 | 0 | 496,502 | +496,502 |
| NEUBERGER COMMODITY | 0 | 149,246 | +149,246 | 0 | 3,376,667 | +3,376,667 |
| WISDOMTREE U S | 0 | 390,561 | +390,561 | 0 | 34,400,641 | +34,400,641 |
| JOHNSON & JOHNSON | 0 | 7,094 | +7,094 | 0 | 1,468,000 | +1,468,000 |
| ISHARES RUSSELL | 0 | 37,126 | +37,126 | 0 | 10,281,792 | +10,281,792 |
| VICTORYSHARES US | 0 | 49,768 | +49,768 | 0 | 2,916,989 | +2,916,989 |
| STATE STREET | 0 | 14,039 | +14,039 | 0 | 423,977 | +423,977 |
| FS SPECIALTY | 0 | 5,971 | +5,971 | 0 | 84,431 | +84,431 |
| AVANTIS INTL | 23,339 | 22,870 | -469 | 2,077,875 | 2,149,090 | +71,215 |
| ALPHABET INC | 985 | 985 | 0 | 239,897 | 309,093 | +69,196 |
| WISDOMTREE U S | 0 | 493,195 | +493,195 | 0 | 25,448,840 | +25,448,840 |
| SPDR EMERGING | 0 | 45,064 | +45,064 | 0 | 2,109,445 | +2,109,445 |
| ISHARES RUSSELL | 0 | 2,932 | +2,932 | 0 | 721,740 | +721,740 |
| SPDR S&P | 0 | 1,064 | +1,064 | 0 | 103,006 | +103,006 |
| SPDR MSCI | 0 | 15,351 | +15,351 | 0 | 1,177,575 | +1,177,575 |
| JPMORGAN HEDGED | 0 | 32,463 | +32,463 | 0 | 2,156,506 | +2,156,506 |
| SPDR GOLD | 0 | 993 | +993 | 0 | 84,772 | +84,772 |
| BITMINE IMMERSION | 179 | 1,737 | +1,558 | 9,295 | 47,160 | +37,865 |
| INVESCO QQQ | 0 | 1,262 | +1,262 | 0 | 775,260 | +775,260 |
| ISHARES SEMICONDUCTOR | 0 | 437 | +437 | 0 | 131,667 | +131,667 |
| DEERE & CO | 0 | 495 | +495 | 0 | 230,457 | +230,457 |
| JOHNSON CONTROLS | 0 | 3,204 | +3,204 | 0 | 383,679 | +383,679 |
| VANGUARD S&P | 0 | 2,094 | +2,094 | 0 | 1,313,211 | +1,313,211 |
| COCA COLA COMPANY | 3,578 | 3,806 | +228 | 237,268 | 266,055 | +28,787 |
| ISHARES SILVER | 0 | 1,088 | +1,088 | 0 | 70,089 | +70,089 |
| CAPITAL ONE | 115 | 216 | +101 | 24,447 | 52,349 | +27,902 |
| ALPHABET INC | 487 | 465 | -22 | 118,284 | 145,439 | +27,155 |
| VANGUARD SMALL | 0 | 247 | +247 | 0 | 74,621 | +74,621 |
| FIDELITY ENHANCED | 0 | 663 | +663 | 0 | 27,648 | +27,648 |
| FRANKLIN FTSE | 0 | 1,700 | +1,700 | 0 | 65,603 | +65,603 |
| HEWLETT PACKARD | 0 | 975 | +975 | 0 | 23,420 | +23,420 |
| APPLIED MATERIALS | 444 | 444 | 0 | 90,819 | 114,157 | +23,338 |
| NUVEEN ESG | 0 | 6,039 | +6,039 | 0 | 135,002 | +135,002 |
| MERCK & COMPANY | 0 | 1,038 | +1,038 | 0 | 109,219 | +109,219 |
| UNITED PARCEL | 0 | 1,167 | +1,167 | 0 | 115,742 | +115,742 |
| STATE STREET | 0 | 9,160 | +9,160 | 0 | 833,287 | +833,287 |
| ENERGY TRANSFER | 0 | 12,416 | +12,416 | 0 | 204,732 | +204,732 |
| SMITH AO | 0 | 261 | +261 | 0 | 17,456 | +17,456 |
| DIMENSIONAL EMERGING | 0 | 157,269 | +157,269 | 0 | 5,122,258 | +5,122,258 |
| JOHN HANCOCK | 0 | 44,608 | +44,608 | 0 | 2,920,927 | +2,920,927 |
| VANGUARD FTSE | 0 | 2,253 | +2,253 | 0 | 140,745 | +140,745 |
| AMGEN INC | 339 | 340 | +1 | 95,534 | 111,331 | +15,797 |
| GOLDMAN SACHS | 0 | 17,640 | +17,640 | 0 | 734,177 | +734,177 |
| ISHARES FUTURE | 0 | 6,508 | +6,508 | 0 | 313,555 | +313,555 |
| NEXTERA ENERGY | 0 | 3,200 | +3,200 | 0 | 256,896 | +256,896 |
| NUVEEN ESG | 0 | 3,820 | +3,820 | 0 | 138,323 | +138,323 |
| EXXON MOBIL | 0 | 1,367 | +1,367 | 0 | 164,505 | +164,505 |
| CATERPILLAR INC | 453 | 403 | -50 | 216,149 | 230,866 | +14,717 |
| GOLDMAN SACHS | 0 | 174 | +174 | 0 | 152,946 | +152,946 |
| THERMO FISHER | 0 | 129 | +129 | 0 | 74,749 | +74,749 |
| ORION ENERGY | 0 | 1,700 | +1,700 | 0 | 26,146 | +26,146 |
| SPDR GOLD | 0 | 708 | +708 | 0 | 280,587 | +280,587 |
| STEEL DYNAMICS INC | 0 | 317 | +317 | 0 | 53,716 | +53,716 |
| NEBIUS GROUP | 0 | 111 | +111 | 0 | 9,292 | +9,292 |
| SPROTT PHYSICAL | 0 | 1,000 | +1,000 | 0 | 45,800 | +45,800 |
| MARRIOTT INTL | 0 | 182 | +182 | 0 | 56,464 | +56,464 |
| VANGUARD VALUE | 0 | 1,942 | +1,942 | 0 | 370,810 | +370,810 |
| SPDR S&P | 0 | 554 | +554 | 0 | 377,563 | +377,563 |
| PARKER-HANNIFIN CORP | 0 | 71 | +71 | 0 | 62,406 | +62,406 |
| CISCO SYSTEMS | 1,129 | 1,114 | -15 | 77,246 | 85,811 | +8,565 |
| ISHARES BITCOIN | 0 | 7,748 | +7,748 | 0 | 384,689 | +384,689 |
| FEDEX CORP | 0 | 152 | +152 | 0 | 43,907 | +43,907 |
| RPM INTL INC | 0 | 77 | +77 | 0 | 8,008 | +8,008 |
| VANECK URANIUM | 0 | 186 | +186 | 0 | 23,102 | +23,102 |