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CIK: 0001783412
Total reported value
$725.4M
$725.4M
149 檔
37.3%
According to the latest 13F quarterly dataset, IFG Advisors, LLC managed an equity portfolio of $725.4M at the end of Q1 2026, spanning 149 distinct U.S. exchange-listed positions.
In Q1 2026, IFG Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 61 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 | 12.83% | -0.36% | +6.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.11% | +0.51% | +10.96% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.78% | -0.71% | +1.69% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.47% | +0.23% | +1.59% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.11% | +0.42% | -0.06% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.77% | +0.38% | +5.20% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.47% | -0.21% | -2.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.31% | +0.12% | +6.68% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.11% | +0.05% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.38% | -0.22% | -0.46% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | -0.18% | +2.11% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | -0.09% | -2.23% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.68% | -0.18% | -1.50% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.63% | -0.21% | -5.60% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.61% | +0.28% | — | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.56% | -0.16% | +11.88% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.52% | -0.55% | -46.97% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.35% | -0.22% | +4.87% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.13% | -0.04% | -3.69% | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 1.08% | -0.16% | +0.01% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.03% | -0.31% | +11.64% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.03% | +1.53% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.89% | -0.04% | -2.57% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | -0.02% | +1.36% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.69% | -0.29% | -3.49% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.03% | +1.43% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.19% | +3.65% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +0.97% | +0.26% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | +0.04% | +58.80% | |
| 30 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.44% | -0.02% | -1.44% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.02% | +6.70% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +0.18% | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.39% | -0.01% | +12.44% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.01% | +0.08% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.05% | -0.19% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | -0.01% | -0.76% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | — | -4.02% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.33% | -0.01% | +1.49% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.32% | -0.01% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | — | +4.50% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.31% | -0.03% | +0.01% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.05% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +3.65% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.02% | -6.02% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.27% | -0.03% | +1.65% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.04% | +2.28% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.25% | -0.01% | -2.20% | |
| 48 | DFAT | Dimensional US Target Value | ETF-Other | 0.25% | -0.01% | — | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.25% | +0.14% | +0.51% | |
| 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 149 disclosed positions in Q1 2026.
During Q1 2026, IFG Advisors, LLC's top holdings by market value included SPY (12.8%)、VOO (10.1%)、EFA (7.8%). The largest single position, SPY, represented 12.8% 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 37.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VYM
市值: $9.9M
Top Position Liquidated / Trimmed
DKNG
前期市值: $280.9K
In Q1 2026, IFG Advisors, LLC made 114 total portfolio adjustments, initiating 6 new buys, adding to 61 positions, trimming 36 holdings, and fully liquidating 11 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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