IAG Wealth Partners, LLC

IAG Wealth Partners, LLC reported 508 holdings worth US$1.01B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

IAG Wealth Partners, LLC reported 508 holdings worth US$1.01B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Johnson & Johnson and Apple Inc. Filed Aug 6, 2026 (Form 13F).

Holdings
508
Value as reported
US$1.01B

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.4,812US$2.41M0.24%
Johnson & Johnson6,814US$1.73M0.17%
Apple Inc5,689US$1.65M0.16%
Wec Energy Group, Inc.12,638US$1.48M0.15%
Nvidia Corporation4,275US$855K0.08%
Microsoft Corp.2,236US$834K0.08%
Boeing Company (the)3,464US$750K0.07%
Eli Lilly And Company612US$734K0.07%
Alphabet Inc (google) Class C1,530US$547K0.05%
Amazon.com, Inc.1,922US$458K0.05%
Caterpillar, Inc.383US$408K0.04%
Jp Morgan Chase & Co.1,140US$373K0.04%
Home Depot, Inc. (the)931US$328K0.03%
Applied Materials, Inc.445US$322K0.03%
Deere & Company495US$314K0.03%
Costco Wholesale Corporation328US$307K0.03%
Coca-cola Company (the)3,611US$293K0.03%
Nextera Energy, Inc.3,200US$281K0.03%
Broadcom Inc.735US$278K0.03%
Oracle Corporation1,611US$236K0.02%
Mcdonald's Corporation851US$230K0.02%
W.w. Grainger, Inc.168US$229K0.02%
Bitmine Immersion Technologies, Inc.16,882US$225K0.02%
Chevron Corporation1,350US$224K0.02%
Strategy Inc2,388US$208K0.02%
Pepsico, Inc.1,464US$198K0.02%
Abbvie Inc.749US$189K0.02%
Donegal Group, Inc.9,892US$187K0.02%
Tesla, Inc.428US$180K0.02%
W. P. Carey Inc. Reit2,389US$171K0.02%
Goldman Sachs Group, Inc. (the)167US$169K0.02%
Nicolet Bankshares Inc.1,017US$168K0.02%
Energy Transfer Lp8,404US$161K0.02%
Visa Inc.425US$146K0.01%
Cisco Systems, Inc.1,114US$131K0.01%
Merck & Company, Inc.981US$126K0.01%
Northrop Grumman Corporation246US$125K0.01%
Amgen Inc.343US$124K0.01%
Alliant Energy Corporation1,580US$121K0.01%
At&t Inc.5,762US$119K0.01%
Ameren Corporation1,019US$115K0.01%
Xcel Energy Inc.1,276US$102K0.01%
Advanced Micro Devices Inc168US$97,593<0.01%
Meta Platforms, Inc.173US$97,449<0.01%
Waste Management, Inc.423US$94,278<0.01%
Southern Company (the)926US$88,617<0.01%
Prudential Financial, Inc.805US$86,857<0.01%
Tjx Companies, Inc. (the)568US$86,053<0.01%
Asml Holding Nv40US$79,577<0.01%
Symbotic Inc.1,752US$78,752<0.01%
Automatic Data Processing, Inc.333US$74,637<0.01%
Micron Technology, Inc.62US$71,566<0.01%
Simon Property Group, Inc.315US$70,450<0.01%
Becton, Dickinson And Company455US$68,855<0.01%
United Parcel Service, Inc.640US$68,800<0.01%
Palo Alto Networks, Inc.200US$68,204<0.01%
Welltower Inc.300US$68,091<0.01%
Marriott International182US$67,448<0.01%
Thermo Fisher Scientific Inc129US$64,675<0.01%
Altria Group, Inc.846US$60,901<0.01%
Verizon Communications Inc.1,421US$60,168<0.01%
Walt Disney Company (the)624US$60,104<0.01%
Bank Of Montreal335US$59,195<0.01%
Walmart Inc.512US$57,949<0.01%
National Fuel Gas Company750US$57,908<0.01%
Ge Aerospace141US$52,696<0.01%
Marathon Petroleum Corporation200US$51,134<0.01%
Cintas Corporation300US$51,024<0.01%
Unitedhealth Group Incorporated122US$50,707<0.01%
Parker-hannifin Corporation50US$48,906<0.01%
Fedex Corporation152US$47,596<0.01%
Taiwan Semiconductor Manufacturing Co., Ltd.93US$44,414<0.01%
Hewlett Packard Enterprise Company975US$43,982<0.01%
Fiserv, Inc.896US$43,949<0.01%
Capital One Financial Corporation216US$43,334<0.01%
Mge Energy Inc.528US$43,053<0.01%
Procter & Gamble Company (the)294US$43,048<0.01%
Netflix, Inc.590US$42,126<0.01%
Ftai Aviation Ltd.150US$40,580<0.01%
Tko Group Holdings, Inc.200US$40,262<0.01%
Elevance Health, Inc.104US$40,220<0.01%
Morgan Stanley190US$39,717<0.01%
Agnico Eagle Mines Limited254US$39,403<0.01%
Generac Holdings Inc.133US$38,944<0.01%
Amphenol Corporation214US$37,732<0.01%
Associated Banc-corp1,218US$37,478<0.01%
Charles Schwab Corporation (the)400US$36,908<0.01%
International Business Machines Corporation131US$36,839<0.01%
Kimberly-clark Corporation328US$36,004<0.01%
Union Pacific Corporation125US$34,000<0.01%
Wheaton Precious Metals Corp300US$33,696<0.01%
Enterprise Products Partners L.p.904US$33,231<0.01%
Abbott Laboratories365US$33,081<0.01%
Pfizer, Inc.1,280US$30,831<0.01%
United Airlines Holdings, Inc.222US$30,190<0.01%
Iron Mountain Incorporated (delaware)236US$29,809<0.01%
Camden Property Trust250US$28,623<0.01%
Yum! Brands, Inc.178US$28,455<0.01%
Rockwell Automation, Inc.57US$28,245<0.01%
Navient Corporation3,300US$28,083<0.01%

Every holding of IAG Wealth Partners, LLC

Source

View original at SEC

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