Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State StreetMF Closed and MF Open | MF Closed and MF Open | $73.7M | 7.3% |
| JPMORGAN ActiveMF Closed and MF Open | MF Closed and MF Open | $59.6M | 5.9% |
| Avantis IntlMF Closed and MF Open | MF Closed and MF Open | $52.1M | 5.2% |
| Nyli MackayMF Closed and MF Open | MF Closed and MF Open | $47.9M | 4.7% |
| Goldman SachsMF Closed and MF Open | MF Closed and MF Open | $45.6M | 4.5% |
| Wisdomtree U SMF Closed and MF Open | MF Closed and MF Open | $38.8M | 3.8% |
| Goldman SachsMF Closed and MF Open | MF Closed and MF Open | $32M | 3.2% |
| iShares CoreMF Closed and MF Open | MF Closed and MF Open | $31.3M | 3.1% |
| iShares CoreMF Closed and MF Open | MF Closed and MF Open | $27.8M | 2.8% |
| Fidelity EnhancedMF Closed and MF Open | MF Closed and MF Open | $27.6M | 2.7% |
| Vanguard GrowthMF Closed and MF Open | MF Closed and MF Open | $26.8M | 2.6% |
| Wisdomtree U SMF Closed and MF Open | MF Closed and MF Open | $26.6M | 2.6% |
| Avantis IntlMF Closed and MF Open | MF Closed and MF Open | $26.4M | 2.6% |
| Invesco LargeMF Closed and MF Open | MF Closed and MF Open | $25M | 2.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $22.6M | 2.2% |
| iShares MorningstarMF Closed and MF Open | MF Closed and MF Open | $22.1M | 2.2% |
| Pgim UltraMF Closed and MF Open | MF Closed and MF Open | $21.3M | 2.1% |
| Simplify ManagedMF Closed and MF Open | MF Closed and MF Open | $21.3M | 2.1% |
| JPMORGANMF Closed and MF Open | MF Closed and MF Open | $20.3M | 2.0% |
| Vaneck NaturalMF Closed and MF Open | MF Closed and MF Open | $16.2M | 1.6% |
| Pgim ShortMF Closed and MF Open | MF Closed and MF Open | $16.1M | 1.6% |
| Imgp DbiMF Closed and MF Open | MF Closed and MF Open | $15.7M | 1.6% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $15.1M | 1.5% |
| Columbia ResearchMF Closed and MF Open | MF Closed and MF Open | $15M | 1.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $15M | 1.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $13.3M | 1.3% |
| Wisdomtree USMF Closed and MF Open | MF Closed and MF Open | $12.3M | 1.2% |
| iShares RussellMF Closed and MF Open | MF Closed and MF Open | $11.9M | 1.2% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $11.5M | 1.1% |
| Victoryshares SmallMF Closed and MF Open | MF Closed and MF Open | $11.4M | 1.1% |
| Mfs BlendedMF Closed and MF Open | MF Closed and MF Open | $10M | 1.0% |
| Flexshares MorningstarMF Closed and MF Open | MF Closed and MF Open | $8.26M | 0.8% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $7.92M | 0.8% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $7.82M | 0.8% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $7.36M | 0.7% |
| Vanguard DividendMF Closed and MF Open | MF Closed and MF Open | $7M | 0.7% |
| Avantis EmergingMF Closed and MF Open | MF Closed and MF Open | $6.89M | 0.7% |
| Fidelity EnhancedMF Closed and MF Open | MF Closed and MF Open | $6.4M | 0.6% |
| JPMORGANMF Closed and MF Open | MF Closed and MF Open | $6.3M | 0.6% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $6.13M | 0.6% |
| Dimensional EmergingMF Closed and MF Open | MF Closed and MF Open | $5.88M | 0.6% |
| Pimco EnhancedMF Closed and MF Open | MF Closed and MF Open | $5.26M | 0.5% |
| Invesco S&PMF Closed and MF Open | MF Closed and MF Open | $5.14M | 0.5% |
| iShares MorningstarMF Closed and MF Open | MF Closed and MF Open | $5.1M | 0.5% |
| Fidelity EnhancedMF Closed and MF Open | MF Closed and MF Open | $4.92M | 0.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $4.79M | 0.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $4.78M | 0.5% |
| Hartford MultifactorMF Closed and MF Open | MF Closed and MF Open | $4.68M | 0.5% |
| Dimensional IntlMF Closed and MF Open | MF Closed and MF Open | $3.94M | 0.4% |
| Franklin USMF Closed and MF Open | MF Closed and MF Open | $3.65M | 0.4% |
State StreetMF Closed and MF Open$73.7M
- Class
- MF Closed and MF Open
- Share
- 7.3%
JPMORGAN ActiveMF Closed and MF Open$59.6M
- Class
- MF Closed and MF Open
- Share
- 5.9%
Avantis IntlMF Closed and MF Open$52.1M
- Class
- MF Closed and MF Open
- Share
- 5.2%
Nyli MackayMF Closed and MF Open$47.9M
- Class
- MF Closed and MF Open
- Share
- 4.7%
Goldman SachsMF Closed and MF Open$45.6M
- Class
- MF Closed and MF Open
- Share
- 4.5%
Wisdomtree U SMF Closed and MF Open$38.8M
- Class
- MF Closed and MF Open
- Share
- 3.8%
Goldman SachsMF Closed and MF Open$32M
- Class
- MF Closed and MF Open
- Share
- 3.2%
iShares CoreMF Closed and MF Open$31.3M
- Class
- MF Closed and MF Open
- Share
- 3.1%
iShares CoreMF Closed and MF Open$27.8M
- Class
- MF Closed and MF Open
- Share
- 2.8%
Fidelity EnhancedMF Closed and MF Open$27.6M
- Class
- MF Closed and MF Open
- Share
- 2.7%
Vanguard GrowthMF Closed and MF Open$26.8M
- Class
- MF Closed and MF Open
- Share
- 2.6%
Wisdomtree U SMF Closed and MF Open$26.6M
- Class
- MF Closed and MF Open
- Share
- 2.6%
Avantis IntlMF Closed and MF Open$26.4M
- Class
- MF Closed and MF Open
- Share
- 2.6%
Invesco LargeMF Closed and MF Open$25M
- Class
- MF Closed and MF Open
- Share
- 2.5%
State StreetMF Closed and MF Open$22.6M
- Class
- MF Closed and MF Open
- Share
- 2.2%
iShares MorningstarMF Closed and MF Open$22.1M
- Class
- MF Closed and MF Open
- Share
- 2.2%
Pgim UltraMF Closed and MF Open$21.3M
- Class
- MF Closed and MF Open
- Share
- 2.1%
Simplify ManagedMF Closed and MF Open$21.3M
- Class
- MF Closed and MF Open
- Share
- 2.1%
JPMORGANMF Closed and MF Open$20.3M
- Class
- MF Closed and MF Open
- Share
- 2.0%
Vaneck NaturalMF Closed and MF Open$16.2M
- Class
- MF Closed and MF Open
- Share
- 1.6%
Pgim ShortMF Closed and MF Open$16.1M
- Class
- MF Closed and MF Open
- Share
- 1.6%
Imgp DbiMF Closed and MF Open$15.7M
- Class
- MF Closed and MF Open
- Share
- 1.6%
State StreetMF Closed and MF Open$15.1M
- Class
- MF Closed and MF Open
- Share
- 1.5%
Columbia ResearchMF Closed and MF Open$15M
- Class
- MF Closed and MF Open
- Share
- 1.5%
State StreetMF Closed and MF Open$15M
- Class
- MF Closed and MF Open
- Share
- 1.5%
State StreetMF Closed and MF Open$13.3M
- Class
- MF Closed and MF Open
- Share
- 1.3%
Wisdomtree USMF Closed and MF Open$12.3M
- Class
- MF Closed and MF Open
- Share
- 1.2%
iShares RussellMF Closed and MF Open$11.9M
- Class
- MF Closed and MF Open
- Share
- 1.2%
State StreetMF Closed and MF Open$11.5M
- Class
- MF Closed and MF Open
- Share
- 1.1%
Victoryshares SmallMF Closed and MF Open$11.4M
- Class
- MF Closed and MF Open
- Share
- 1.1%
Mfs BlendedMF Closed and MF Open$10M
- Class
- MF Closed and MF Open
- Share
- 1.0%
Flexshares MorningstarMF Closed and MF Open$8.26M
- Class
- MF Closed and MF Open
- Share
- 0.8%
State StreetMF Closed and MF Open$7.92M
- Class
- MF Closed and MF Open
- Share
- 0.8%
State StreetMF Closed and MF Open$7.82M
- Class
- MF Closed and MF Open
- Share
- 0.8%
State StreetMF Closed and MF Open$7.36M
- Class
- MF Closed and MF Open
- Share
- 0.7%
Vanguard DividendMF Closed and MF Open$7M
- Class
- MF Closed and MF Open
- Share
- 0.7%
Avantis EmergingMF Closed and MF Open$6.89M
- Class
- MF Closed and MF Open
- Share
- 0.7%
Fidelity EnhancedMF Closed and MF Open$6.4M
- Class
- MF Closed and MF Open
- Share
- 0.6%
JPMORGANMF Closed and MF Open$6.3M
- Class
- MF Closed and MF Open
- Share
- 0.6%
State StreetMF Closed and MF Open$6.13M
- Class
- MF Closed and MF Open
- Share
- 0.6%
Dimensional EmergingMF Closed and MF Open$5.88M
- Class
- MF Closed and MF Open
- Share
- 0.6%
Pimco EnhancedMF Closed and MF Open$5.26M
- Class
- MF Closed and MF Open
- Share
- 0.5%
Invesco S&PMF Closed and MF Open$5.14M
- Class
- MF Closed and MF Open
- Share
- 0.5%
iShares MorningstarMF Closed and MF Open$5.1M
- Class
- MF Closed and MF Open
- Share
- 0.5%
Fidelity EnhancedMF Closed and MF Open$4.92M
- Class
- MF Closed and MF Open
- Share
- 0.5%
State StreetMF Closed and MF Open$4.79M
- Class
- MF Closed and MF Open
- Share
- 0.5%
State StreetMF Closed and MF Open$4.78M
- Class
- MF Closed and MF Open
- Share
- 0.5%
Hartford MultifactorMF Closed and MF Open$4.68M
- Class
- MF Closed and MF Open
- Share
- 0.5%
Dimensional IntlMF Closed and MF Open$3.94M
- Class
- MF Closed and MF Open
- Share
- 0.4%
Franklin USMF Closed and MF Open$3.65M
- Class
- MF Closed and MF Open
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 508 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1827261
- File number
- 028-20688
- Options
- 0 call, 0 put
- In the 25 largest
- 73.4%
- Prior quarter
- $896M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 18
Common questions
What are IAG Wealth Partners’ 13F holdings worth?
$1.01 billion across 508 positions for the quarter ended 30 June 2026.
What is IAG Wealth Partners’ largest 13F holding?
STATE STREET (MF Closed and MF Open) was the largest position at $73.7 million, or 7.3% of reported 13F value, as of 30 June 2026.
How concentrated is IAG Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 43.2% of reported value and the twenty-five largest for 73.4%, across 508 positions as of 30 June 2026.
Does Form 13F show everything IAG Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does IAG Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.