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CIK: 0001783412
Total reported value
$725.4M
$725.4M
161 檔
33.1%
As reported in its official Q2 2025 Form 13F filing, IFG Advisors, LLC's tracked investment portfolio stood at $725.4M with 161 total positions.
In Q2 2025, IFG Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.01% | -0.36% | +2.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.89% | +0.51% | +16.77% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.13% | -0.71% | +2.80% | |
| 4 | CTAS | Cintas CORP | Stock-Industrials | 6.75% | -0.16% | +0.00% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.60% | +0.42% | -0.67% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.37% | +0.23% | +18.93% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.57% | -0.21% | +3.46% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.51% | +0.38% | +7.50% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.49% | +0.12% | +22.34% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.47% | -0.55% | -3.33% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.40% | -0.22% | +0.60% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.11% | +6.89% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.08% | -0.09% | +0.25% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.89% | -0.18% | +23.01% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.79% | -0.21% | -4.68% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.77% | -0.18% | -3.00% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.25% | -0.16% | +17.52% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.24% | — | +2.23% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.11% | -0.22% | +13.01% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | -0.04% | -0.39% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.01% | +0.24% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.94% | -0.04% | +0.32% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.03% | +16.30% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | -0.02% | +3.56% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.77% | -0.29% | +0.37% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.31% | +20.59% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.05% | +5.72% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.01% | +18.58% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +0.58% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.01% | +1.65% | |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.40% | -0.02% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.05% | +18.58% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | +2.33% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.37% | -0.03% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.01% | +2.45% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.02% | +2.80% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.19% | -2.82% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.33% | — | -6.48% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.31% | -0.01% | +5.46% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.04% | -1.63% | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | -0.01% | -0.77% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.26% | -0.01% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.01% | -2.68% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | — | +0.26% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.02% | +0.19% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.25% | — | -4.44% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.24% | -0.01% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | -0.01% | -6.23% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.23% | +0.13% | +82.78% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.23% | -0.01% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +16.77% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.5% | +18.93% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +7.50% | Add |
| 4 | COF | Capital One Financial CORP | +0.4% | NEW | New buy |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +22.34% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +23.01% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +16.30% | Add |
| 8 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +13.01% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.67% | Trim |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | +82.78% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | +5.72% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +18.58% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +239.64% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +18.58% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +80.88% | Add |
| 16 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 17 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 18 | DKNG | Draftkings Inc-cl A | +0.1% | NEW | New buy |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 21 | BIV | Vanguard Intermediate-term B | 0% | +17.52% | Add |
| 22 | MU | Micron Technology Inc | 0% | +0.73% | Add |
| 23 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 24 | ULTA | Ulta Beauty Inc | 0% | NEW | New buy |
| 25 | CVNA | Carvana Co | 0% | NEW | New buy |
| 26 | SPEM | State Street Sp Ptf Em ETF | 0% | NEW | New buy |
| 27 | EEM | Ishares Msci Emerging Market | 0% | NEW | New buy |
| 28 | VNQ | Vanguard Real Estate ETF | 0% | +20.59% | Add |
| 29 | TSLA | Tesla Inc | 0% | +8.49% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +0.58% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +2.45% | Add |
| 32 | MS | Morgan Stanley | 0% | +10.10% | Add |
| 33 | VUG | Vanguard Growth ETF | 0% | +13.95% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | — | +2.33% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +1.65% | Add |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -3.00% | Trim |
| 37 | VB | Vanguard Small-cap ETF | 0% | +3.56% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +0.25% | Add |
| 39 | DFAC | Dimensional US Core Equity 2 | -0.1% | -0.39% | Trim |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | +0.32% | Add |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +0.24% | Add |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -2.82% | Trim |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | +2.80% | Add |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | -0.1% | +2.23% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +2.26% | Add |
| 46 | MDY | State Street Spdr S&p Midcap | -0.2% | +3.46% | Add |
| 47 | DFSEUR | Discover Financial Services | -0.3% | EXIT | Sold out |
| 48 | BSV | Vanguard Short-term Bond ETF | -0.4% | -4.68% | Trim |
| 49 | CTAS | Cintas CORP | -0.4% | +0.00% | Add |
| 50 | DVY | Ishares Select Dividend ETF | -0.5% | -3.33% | Trim |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 161 disclosed positions in Q2 2025.
During Q2 2025, IFG Advisors, LLC's top holdings by market value included SPY (12.0%)、VOO (7.9%)、EFA (7.1%). The largest single position, SPY, represented 12.0% of total portfolio value.
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 SPY, VOO, EFA) accounted for 33.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $2.2M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $1.7M
In Q2 2025, IFG Advisors, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 1 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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