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CIK: 0001783412
Total reported value
$725.4M
$725.4M
154 檔
36.5%
As reported in its official Q4 2025 Form 13F filing, IFG Advisors, LLC's tracked investment portfolio stood at $725.4M with 154 total positions.
In Q4 2025, IFG Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, EFA) accounted for 36.5% of total reported equity market value during Q4 2025.
| # | 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 | 12.82% | -0.36% | -2.74% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.72% | +0.51% | +5.24% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.69% | -0.71% | +3.14% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.23% | +0.23% | +2.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.62% | +0.42% | -3.44% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.91% | +0.38% | +0.20% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.58% | -0.21% | -2.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.11% | -0.75% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.08% | +0.12% | +5.98% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.71% | -0.55% | +2.22% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.34% | -0.22% | +2.82% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.03% | -0.09% | +0.41% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | -0.18% | +2.44% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.77% | -0.21% | +1.13% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.71% | -0.18% | +0.44% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.43% | -0.16% | +7.82% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.30% | -0.22% | +6.64% | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 1.22% | -0.16% | -78.41% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | -0.04% | -0.28% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.03% | +0.77% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.97% | -0.04% | -1.72% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.31% | +10.45% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | -0.02% | +1.65% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.74% | -0.29% | -0.21% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.03% | +0.02% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.05% | -0.74% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.03% | -0.22% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +0.97% | -3.09% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | -0.68% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.02% | +5.61% | |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.42% | -0.02% | -8.87% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.41% | -0.03% | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.01% | +0.08% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.19% | — | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.37% | -0.01% | +14.25% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | — | -0.33% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.05% | -1.77% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | -0.01% | +3.20% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | +0.04% | +64.89% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.31% | -0.01% | -2.14% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | — | +2.39% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | -0.01% | +0.90% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.28% | -0.02% | +0.10% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.27% | -0.03% | +12.31% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.04% | -3.90% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.26% | -0.01% | +0.09% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.26% | -0.01% | +6.73% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | — | -1.11% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.24% | -0.01% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.23% | -0.01% | — |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 154 disclosed positions in Q4 2025.
During Q4 2025, IFG Advisors, LLC's top holdings by market value included SPY (12.8%)、VOO (9.7%)、EFA (7.7%). The largest single position, SPY, represented 12.8% of total portfolio value.
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Top New Position Initiated
USEW
市值: $266.4K
Top Position Liquidated / Trimmed
AGG
前期市值: $313.9K
In Q4 2025, IFG Advisors, LLC made 45 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 17 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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