Long-term investor
Iag Wealth Partners, LLC @iagwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001827261).
Record
- Tracked since 2025-06-30 (446 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 7.3% · long · since 2025-06-30
- 46654Q716 · 5.9% · long · since 2025-06-30
- 025072364 · 5.2% · long · since 2025-06-30
- 45409F827 · 4.7% · long · since 2025-06-30
- 381430503 · 4.5% · long · since 2025-06-30
- 97717W307 · 3.8% · long · since 2025-06-30
- 381430107 · 3.2% · long · since 2025-06-30
- 46435U861 · 3.1% · long · since 2025-06-30
- 464287200 · 2.8% · long · since 2025-06-30
- 31609A305 · 2.7% · long · since 2025-06-30
- 922908736 · 2.6% · long · since 2025-06-30
- 97717W505 · 2.6% · long · since 2025-06-30