IAG Wealth Partners, LLC
RIA/Wealth
IAG Wealth Partners, LLC is a RIA/Wealth based in Waukesha, WI led by Lori Ann Watt, reporting $1.6B in AUM as of Q3 2025 with 89% ETF concentration and minimal technology exposure.
PresidentLori Ann Watt
- Portfolio Value
- $832.4M
- Positions
- 515
- Top Holding
- JBND at 7.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in IAG Wealth Partners, LLC's portfolio (46.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $63.9M | 7.68% | +$10.2M Bought | — 1.2M shares | |
ETF ETF | $63.8M | 7.67% | -$18.1M Sold | — 814.5K shares | |
ETF ETF | $44.3M | 5.32% | -$2.7M Sold | — 339.9K shares | |
ETF ETF | $40.7M | 4.88% | +$16.4M Bought | — 1.7M shares | |
Unknown Unknown | $37.1M | 4.46% | +$712.9K Bought | — 550.0K shares | |
ETF ETF | $34.3M | 4.12% | -$370.1K Sold | — 393.9K shares | |
ETF ETF | $27.4M | 3.29% | -$1.8M Sold | — 40.9K shares | |
ETF ETF | $27.0M | 3.25% | +$230.5K Bought | — 517.4K shares | |
ETF ETF | $25.4M | 3.05% | +$767.2K Bought | — 485.3K shares | |
ETF ETF | $25.1M | 3.01% | -$689.7K Sold | — 610.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in IAG Wealth Partners, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for IAG Wealth Partners, LLC
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