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CIK: 0001783412
Total reported value
$725.4M
$725.4M
150 檔
35.5%
At the close of Q3 2025, IFG Advisors, LLC disclosed equity holdings valued at approximately $725.4M, spread across 150 reported holdings.
In Q3 2025, IFG Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, EFA) accounted for 35.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $2.2M
Top Position Liquidated / Trimmed
BOXX
前期市值: $7.2M
| # | 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 | 12.63% | -0.36% | +0.36% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.84% | +0.51% | +6.99% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.11% | -0.71% | -1.74% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.84% | +0.23% | +1.67% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.56% | +0.42% | -5.96% | |
| 6 | CTAS | Cintas CORP | Stock-Industrials | 6.07% | -0.16% | +0.46% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.69% | +0.38% | -1.61% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.54% | -0.21% | -2.67% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.86% | -0.11% | +0.13% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.82% | +0.12% | +10.67% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.62% | -0.55% | +2.05% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.31% | -0.22% | -1.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | -0.18% | -4.41% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.90% | -0.09% | -10.45% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.71% | -0.21% | -1.83% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.66% | -0.18% | -9.38% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.30% | -0.16% | +6.08% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.18% | -0.22% | +3.74% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.16% | -0.04% | +1.19% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.03% | -0.11% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.93% | -0.04% | -2.87% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.86% | -0.31% | +15.53% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | -0.02% | -13.82% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.73% | -0.29% | -3.17% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | +0.52% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.03% | -1.44% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.03% | +3.13% | |
| 28 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.44% | -0.02% | +0.54% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | -0.58% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.02% | +10.22% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.01% | -0.37% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.05% | +0.19% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.19% | -0.51% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.35% | -0.03% | -2.29% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | — | -1.32% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | -0.01% | -21.95% | |
| 37 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.31% | -0.01% | +4.04% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.30% | -0.01% | +0.55% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.28% | +0.97% | +3.27% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | — | -0.38% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.01% | -0.48% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.04% | -8.03% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.27% | — | +4.42% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.02% | +0.94% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.24% | -0.01% | +1.43% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.24% | -0.03% | +19.95% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | -0.01% | -5.97% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.23% | -0.01% | +0.09% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.23% | -0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | -1.69% |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 150 disclosed positions in Q3 2025.
During Q3 2025, IFG Advisors, LLC's top holdings by market value included SPY (12.6%)、VOO (8.8%)、EFA (7.1%). The largest single position, SPY, represented 12.6% of total portfolio value.
In Q3 2025, IFG Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 7 holdings, and fully liquidating 9 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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