Institutional Fund
Investment Advisory Group, LLC
Hanover, MACIK 19102735 filings on record
Portfolio Value
$393.40M
Q1 2026
Holdings
194
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.2%
from $388.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds7.1%
- Vanguard Index Fds6.8%
- Dimensional ETF Trust6.0%
- Ishares Tr4.0%
- Dimensional ETF Trust3.6%
- Ishares Tr3.6%
- Other68.9%
Portfolio Holdings
194 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 187.9K | $27.83M | 7.1% | +1.9K | Added |
| 2 | Vanguard Index Fds | 60.9K | $26.62M | 6.8% | +1.6K | Added |
| 3 | Dimensional ETF Trust | 603.7K | $23.46M | 6.0% | +6.1K | Added |
| 4 | Ishares Tr | 24.2K | $15.80M | 4.0% | +544 | Added |
| 5 | Dimensional ETF Trust | 201.0K | $14.25M | 3.6% | +16.3K | Added |
| 6 | Ishares Tr | 114.6K | $14.24M | 3.6% | −4.5K | Reduced |
| 7 | Ishares Tr | 89.3K | $10.10M | 2.6% | +3.3K | Added |
| 8 | Vanguard Index Fds | 41.5K | $8.15M | 2.1% | −116 | Reduced |
| 9 | Apple Inc | 30.7K | $7.79M | 2.0% | −342 | Reduced |
| 10 | Ishares Tr | 149.3K | $7.07M | 1.8% | +4.1K | Added |
184 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio