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Iag Wealth Partners, LLC
IAG Wealth Partners, LLC is a Waukesha, Wisconsin-based independent SEC-registered investment adviser founded in April 1985. The firm specializes in financial planning and investment management for individuals, families, and retirement plan sponsors. Led by principal owner Lori A. Watt, IAG offers comprehensive advisory services, including planning, discretionary portfolio management, and tailored investment solutions. The firm typically works with long-term, buy-and-hold clients and manages both discretionary portfolios and model-based strategies. As of 2024, the firm consists of approximately 19 employees, serving both local and national clients.
Investment Strategy
IAG Wealth Partners, LLC primarily follows a long-term, buy-and-hold investment philosophy, emphasizing personalized portfolio construction to meet clients’ unique financial objectives and risk tolerance. The firm offers initial financial planning, ongoing advisory services, and access to professionally managed portfolio solutions, including mutual fund and model-based asset allocation. Portfolio adjustments are made as warranted by ongoing account monitoring, market conditions, and the client’s specific needs. IAG’s approach emphasizes broad diversification, prudent security selection, and monitoring of portfolios in alignment with financial goals, without frequent trading. Investment choices may utilize mutual funds, ETFs, and access to sub-advisers as appropriate.
Latest 13F Filing Activity
Iag Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 489 equity positions with a total 13F market value of $756M. The fund increased holdings in Ishares Core, SPDR Portfolio, Goldman Sachs among other positions. Iag Wealth Partners, LLC reduced exposure to JPMorgan Active, Hartford Schroders, Invesco Total among others.
Top Holdings
Equity Positions (489)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR PORTFOLIO | 10.06% | $76.0M | 1,046,071 | $50.61 | $72.69 | +$24.0M |
J JBND | JPMORGAN ACTIVE | 7.03% | $53.1M | 991,378 | $53.17 | $53.59 | -$4.7M |
G GSLC | GOLDMAN SACHS | 5.80% | $43.8M | 360,800 | $81.44 | $121.38 | +$13.2M |
A AVIV | AVANTIS INTL | 4.44% | $33.6M | 539,447 | $56.67 | $62.24 | +$2.8M |
D DLN | WISDOMTREE U S | 4.33% | $32.7M | 398,151 | $53.05 | $82.14 | -$282.5K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Waukesha, WI , United States | |
 | Managing Partner | Waukesha, WI , United States | |
 | Trading Specialist | Appleton, WI , United States |
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