Holdings of IAG Wealth Partners, LLC
442 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.1 % of the equity sleeve
Sector breakdown
- Funds 7.7 %
- Technology 0.6 %
- Financials 0.5 %
- Health care 0.4 %
- Industrials 0.3 %
- Utilities 0.3 %
- Consumer discretionary 0.2 %
- Consumer staples 0.2 %
- Communication 0.1 %
- Unattributed 89.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- NL 0.0 %
- TW 0.0 %
- DK 0.0 %
- CL 0.0 %
- KY 0.0 %
- GB 0.0 %
- IN 0.0 %
- FI 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 431 | 735.7M $ | 99.98 % |
| 2 | NL | 1 | 52.8K $ | 0.01 % |
| 3 | TW | 1 | 34.8K $ | 0.00 % |
| 4 | DK | 1 | 12K $ | 0.00 % |
| 5 | CL | 1 | 11.1K $ | 0.00 % |
| 6 | KY | 1 | 9K $ | 0.00 % |
| 7 | GB | 4 | 8.9K $ | 0.00 % |
| 8 | IN | 1 | 6.7K $ | 0.00 % |
| 9 | FI | 1 | 233 $ | 0.00 % |