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CIK: 0002095709
Total reported value
$113.6M
$113.6M
72 檔
29.8%
In Q1 2026, IFC & Insurance Marketing, Inc.'s U.S. equity holdings reached a combined market value of $113.6M, distributed across 72 disclosed stock positions.
In Q1 2026, IFC & Insurance Marketing, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 145 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IDMO | Invesco S&p International De | ETF-Other | 8.03% | +0.02% | — | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.69% | +0.01% | — | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.06% | +1.81% | +44.34% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.47% | -0.92% | -59.90% | |
| 5 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 6.03% | -0.09% | +35.95% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.96% | +0.15% | +30.31% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.78% | -0.52% | — | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.44% | -0.11% | +24.60% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.64% | -0.03% | +48.08% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.15% | -9.10% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.89% | -0.41% | +143.55% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.41% | -0.09% | +42.91% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.20% | -0.23% | +90.65% | |
| 14 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 2.08% | -0.07% | — | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.05% | +0.11% | — | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.95% | -0.19% | +27.82% | |
| 17 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.76% | +0.29% | +52.50% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.68% | +0.30% | +123.11% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.49% | -0.18% | -4.89% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.26% | +28.09% | |
| 21 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 1.42% | -0.14% | -78.26% | |
| 22 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.28% | -0.12% | -79.78% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.02% | -0.69% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.82% | -0.02% | +27264.00% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.09% | +3.43% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.16% | +1.86% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.21% | +11.15% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.74% | -0.21% | +11.59% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.31% | +39.52% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.01% | +0.59% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.29% | +25.62% | |
| 32 | BBRE | JPM Betabldrs Msci US Reit | ETF-Other | 0.59% | -0.03% | -75.89% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.02% | -10.15% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.05% | +2.12% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | -0.01% | +0.12% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | -0.08% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | +0.08% | +187.44% | |
| 38 | CVNA | Carvana Co | Stock-Consumer Disc | 0.47% | -0.05% | -5.34% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.10% | +0.33% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.43% | -0.10% | — | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.06% | +3.20% | |
| 42 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.40% | -0.12% | +50.33% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.05% | +84.99% | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.40% | -0.04% | +0.09% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.36% | +0.27% | -1.13% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.06% | +66.88% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | +0.03% | +11.46% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.31% | -0.04% | -24.52% | |
| 49 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.30% | -0.30% | EXIT | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.30% | -0.07% | -0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +2.1% | +44.34% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +1.8% | +143.55% | Add |
| 3 | FTGS | First Trust Grwth Strgth ETF | +1.7% | +35.95% | Add |
| 4 | SDVY | First Trust Smid Cap Rising | +1.4% | +48.08% | Add |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1.3% | +24.60% | Add |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | +1.2% | +30.31% | Add |
| 7 | SCHP | Schwab U.s. Tips ETF | +1.1% | +90.65% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +123.11% | Add |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | +0.8% | +42.91% | Add |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.8% | +27264.00% | Add |
| 11 | XCEM | Columbia Em Core Ex-china | +0.7% | +52.50% | Add |
| 12 | LMBS | First Trust Low Duration Opp | +0.5% | +27.82% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.4% | +39.52% | Add |
| 14 | VXUS | Vanguard Total Intl Stock | +0.3% | +187.44% | Add |
| 15 | AAPL | Apple Inc | +0.3% | +28.09% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.2% | +84.99% | Add |
| 17 | GDXJ | Vaneck Junior Gold Miners | +0.2% | +50.33% | Add |
| 18 | IAU | Ishares Gold Trust | +0.2% | +11.59% | Add |
| 19 | GLD | Spdr Gold Shares | +0.2% | +11.15% | Add |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +66.88% | Add |
| 21 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | +40.73% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +25.62% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +1.86% | Add |
| 24 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +87.29% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +26.70% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +1.62% | Add |
| 27 | KEYS | Keysight Technologies In | +0.1% | — | Unchanged |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +43.46% | Add |
| 29 | ITB | Ishares U.s. Home Constructi | +0.1% | +29.58% | Add |
| 30 | UMAC | Unusual Machines Inc /us | 0% | +43.55% | Add |
| 31 | VEU | Vanguard Ftse All-world Ex-u | 0% | -4.89% | Trim |
| 32 | VB | Vanguard Small-cap ETF | 0% | -10.15% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | +2.12% | Add |
| 34 | SOUN | Soundhound Ai Inc-a | 0% | +25.05% | Add |
| 35 | NVDA | Nvidia CORP | 0% | -0.69% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | +4.03% | Add |
| 37 | MSFT | Microsoft CORP | 0% | +6.66% | Add |
| 38 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -1.13% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -11.29% | Trim |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -24.52% | Trim |
| 41 | TSLA | Tesla Inc | -0.1% | +3.43% | Add |
| 42 | CVNA | Carvana Co | -0.2% | -5.34% | Trim |
| 43 | VRP | Invesco Variable Rate Prefer | -0.2% | -40.33% | Trim |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -9.10% | Trim |
| 45 | BBRE | JPM Betabldrs Msci US Reit | -1.7% | -75.89% | Trim |
| 46 | BKIE | Bny Mellon Intl Eqty ETF | -4.7% | -78.26% | Trim |
| 47 | FDVV | Fidelity High Dividend ETF | -4.9% | -79.78% | Trim |
| 48 | BIV | Vanguard Intermediate-term B | -9% | -59.90% | Trim |
| 49 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
According to official SEC Form 13F filings, IFC & Insurance Marketing, Inc. reported a total U.S. public equity portfolio value of $113.6M across 72 disclosed positions in Q1 2026.
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 IDMO, FNDX, SPMO) accounted for 29.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDMO
市值: $7.7M
Top Position Liquidated / Trimmed
SPTS
前期市值: $3.9M
During Q1 2026, IFC & Insurance Marketing, Inc.'s top holdings by market value included IDMO (8.0%)、FNDX (7.7%)、SPMO (7.1%). The largest single position, IDMO, represented 8.0% of total portfolio value.
In Q1 2026, IFC & Insurance Marketing, Inc. made 199 total portfolio adjustments, initiating 7 new buys, adding to 34 positions, trimming 13 holdings, and fully liquidating 145 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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