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CIK: 0002095709
Total reported value
$113.6M
$113.6M
759 檔
33.2%
The Q4 2025 SEC filing reveals that IFC & Insurance Marketing, Inc. held a total portfolio value of $113.6M, covering 759 public equity positions.
During Q4 2025, IFC & Insurance Marketing, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 759 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 15.47% | -0.92% | — | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 6.16% | -0.12% | — | |
| 3 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 6.13% | -0.14% | — | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.95% | +1.81% | — | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.72% | +0.15% | — | |
| 6 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 4.37% | -0.09% | — | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.86% | — | — | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | -0.15% | — | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.13% | -0.11% | — | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.27% | -0.03% | — | |
| 11 | BBRE | JPM Betabldrs Msci US Reit | ETF-Other | 2.24% | -0.03% | — | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.58% | -0.09% | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.46% | -0.18% | — | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.46% | -0.19% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.26% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.02% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.13% | -0.41% | — | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.09% | -0.23% | — | |
| 19 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.03% | +0.29% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.09% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.30% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.01% | — | |
| 23 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.68% | — | — | |
| 24 | CVNA | Carvana Co | Stock-Consumer Disc | 0.63% | -0.05% | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.16% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.21% | — | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.21% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.02% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.05% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.29% | — | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | -0.01% | — | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.48% | — | — | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.42% | -0.10% | — | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.41% | -0.10% | — | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.27% | — | |
| 36 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.41% | -0.03% | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.04% | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | — | — | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | -0.06% | — | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.36% | -0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.31% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | — | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.03% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.31% | -0.07% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.08% | — | |
| 46 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.31% | -0.30% | EXIT | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.04% | — | |
| 48 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.28% | -0.02% | — | |
| 49 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.25% | -0.01% | — | |
| 50 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.24% | -0.12% | — |
According to official SEC Form 13F filings, IFC & Insurance Marketing, Inc. reported a total U.S. public equity portfolio value of $113.6M across 759 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, FDVV, BKIE) accounted for 33.2% of total reported equity market value during Q4 2025.
During Q4 2025, IFC & Insurance Marketing, Inc.'s top holdings by market value included BIV (15.5%)、FDVV (6.2%)、BKIE (6.1%). The largest single position, BIV, represented 15.5% of total portfolio value.
In Q4 2025, IFC & Insurance Marketing, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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