Managers / Q4 2022 · view latest →
IAG Wealth Partners, LLC
CIK 0001827261 · N19W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, 53188 · 262-446-8150
Reported Value
$339.4B
Q4 2022
Positions
434
Filings on Record
26
2019–present window
Filed
Feb 8, 2023
original filing
Summary
Iag Wealth Partners, Llc reported $339.4B in U.S.-listed holdings across 434 positions for Q4 2022.
Its largest position, SPYM, represents 12.2% of the portfolio.
Compared with Q3 2022, the fund opened 47 new positions and exited 61.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $896M | 509 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $864M | 497 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $833M | 526 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $756M | 495 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $643M | 500 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $567M | 507 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $541M | 490 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $498M | 499 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $466M | 452 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $438M | 435 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $359M | 448 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $378M | 459 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $360M | 451 | Apr 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $339.4B | 434 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $301M | 450 | Oct 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $306M | 452 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $318M | 451 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $312M | 412 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $281M | 391 | Nov 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $279M | 369 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $262M | 372 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $153M | 435 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.