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Livermore
Livermore
ZHEN

IAG Wealth Partners, LLC

SEC CIK
0001827261
Latest filing
Aug 6, 2026

The latest 13F from IAG Wealth Partners, LLC covers Q2 2026 (filed Aug 6, 2026): 508 long positions worth $1.01B. The top 10 holdings make up 43.2% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 7.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
16
Est. +$119.3K
Added
85
Est. +$57.3M
Reduced
100
Est. −$17.1M
Sold out
17
Est. −$199.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    7.3%$73.7M
  2. J P Morgan Exchange Traded F46654Q716
    5.9%$59.6M
  3. American Centy ETF Tr025072364
    5.2%$52.1M
  4. New York Life Invts Active E45409F827
    4.7%$47.9M
  5. Goldman Sachs ETF Tr381430503
    4.5%$45.6M

Share of portfolio

Top 5 holdings and the other 503 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF7.3%
  2. J P Morgan Exchange Traded F5.9%
  3. American Centy ETF Tr5.2%
  4. New York Life Invts Active E4.7%
  5. Goldman Sachs ETF Tr4.5%
  6. Other 503 positions72.4%

Biggest buys

New and added positions, by estimated amount bought

  1. Pgim ETF Tr69344A784
    +$15.9MAdded
  2. MFS Active Exchange Traded F55286W801
    +$9.84MAdded
  3. American Centy ETF Tr025072364
    +$7.17MAdded
  4. Fidelity Covington Trust31609A305
    +$3.99MAdded
  5. American Centy ETF Tr025072703
    +$3.59MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Pgim ETF Tr69344A784
    +1.58 pp<0.1% → 1.6%
  2. MFS Active Exchange Traded F55286W801
    +0.97 pp<0.1% → 1.0%
  3. Fidelity Covington Trust31609A305
    +0.47 pp2.3% → 2.7%
  4. American Centy ETF Tr025072364
    +0.31 pp4.8% → 5.2%
  5. American Centy ETF Tr025072703
    +0.19 pp2.4% → 2.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WisdomTree Tr97717W505
    −$1.73MReduced
  2. SPDR Series Trust78468R408
    −$1.54MReduced
  3. VanEck Vectors ETF Tr92189F841
    −$1.16MReduced
  4. SPDR Series Trust78464A805
    −$1.09MReduced
  5. Litman Gregory FDS Tr53700T827
    −$895.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. VanEck Vectors ETF Tr92189F841
    −0.44 pp2.0% → 1.6%
  2. WisdomTree Tr97717W505
    −0.31 pp2.9% → 2.6%
  3. J P Morgan Exchange Traded F46641Q647
    −0.30 pp2.3% → 2.0%
  4. Litman Gregory FDS Tr53700T827
    −0.27 pp1.8% → 1.6%
  5. SPDR Series Trust78468R408
    −0.17 pp0.2% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.01B
+$114.5M (+12.8%) vs. prior quarter
Positions
508
−1 vs. prior quarter
Top 10 concentration
43.2%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
15.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.01B (Q2 2026)

Q1 2021: $262.3MQ2 2021: $278.6MQ3 2021: $281.1MQ4 2021: $311.9MQ1 2022: $317.8MQ2 2022: $305.6MQ3 2022: $301.1MQ4 2022: $339.4MQ1 2023: $360.4MQ2 2023: $378.4MQ3 2023: $358.7MQ4 2023: $438.3MQ1 2024: $465.6MQ2 2024: $497.6MQ3 2024: $541.0MQ4 2024: $566.9MQ1 2025: $643.4MQ2 2025: $755.7MQ3 2025: $832.5MQ4 2025: $863.6MQ1 2026: $895.9MQ2 2026: $1.01B
Q1 2021Q2 2026
13F filings of IAG Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 2026508$1.01BState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded FAmerican Centy ETF Trvs. Q1 2026SEC
Q1 2026Apr 29, 2026509$895.9MState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded FNew York Life Invts Active Evs. Q4 2025SEC
Q4 2025Feb 10, 2026496$863.6MState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded FNew York Life Invts Active Evs. Q3 2025SEC
Q3 2025Nov 12, 2025516$832.5MJ P Morgan Exchange Traded FState Street SPDR Portfolio S&P 500 ETFGoldman Sachs ETF Trvs. Q2 2025SEC
Q2 2025Aug 13, 2025492$755.7MState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded FGoldman Sachs ETF Trvs. Q1 2025SEC
Q1 2025Apr 16, 2025498$643.4MJ P Morgan Exchange Traded FState Street SPDR Portfolio S&P 500 ETFWisdomTree Trvs. Q4 2024SEC
Q4 2024Feb 10, 2025507$566.9MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFWisdomTree Trvs. Q3 2024SEC
Q3 2024Oct 29, 2024489$541.0MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFWisdomTree Trvs. Q2 2024SEC
Q2 2024Jul 16, 2024499$497.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFWisdomTree Trvs. Q1 2024SEC
Q1 2024Apr 24, 2024446$465.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFWisdomTree Trvs. Q4 2023SEC
Q4 2023Feb 2, 2024424$438.3MState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 500 ETFGoldman Sachs ETF Trvs. Q3 2023SEC
Q3 2023Oct 24, 2023448$358.7MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFNew York Life Invts Active Evs. Q2 2023SEC
Q2 2023Aug 10, 2023452$378.4MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFGoldman Sachs ETF Trvs. Q1 2023SEC
Q1 2023Apr 25, 2023450$360.4MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFGoldman Sachs ETF Trvs. Q4 2022SEC
Q4 2022Feb 8, 2023434$339.4MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFGoldman Sachs ETF Trvs. Q3 2022SEC
Q3 2022Oct 26, 2022449$301.1MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFGoldman Sachs ETF Trvs. Q2 2022SEC
Q2 2022Aug 3, 2022452$305.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFGoldman Sachs ETF Trvs. Q1 2022SEC
Q1 2022May 4, 2022451$317.8MState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 500 ETFGoldman Sachs ETF Trvs. Q4 2021SEC
Q4 2021Feb 14, 2022409$311.9MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P 500 ETFvs. Q3 2021SEC
Q3 2021Nov 4, 2021389$281.1MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P 500 ETFvs. Q2 2021SEC
Q2 2021Aug 4, 2021369$278.6MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2021SEC
Q1 2021Apr 29, 2021369$262.3MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETF–SEC