Managers / Q4 2024 · view latest →
IAG Wealth Partners, LLC
CIK 0001827261 · N19W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, 53188 · 262-446-8150
Reported Value
$567M
Q4 2024
Positions
507
Filings on Record
26
2019–present window
Filed
Feb 10, 2025
original filing
Summary
Iag Wealth Partners, Llc reported $567M in U.S.-listed holdings across 507 positions for Q4 2024.
Its largest position, SPYM, represents 9.2% of the portfolio.
Compared with Q3 2024, the fund opened 62 new positions and exited 43.
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 2024
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 ↗.