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CIK: 0001783412
Total reported value
$729.7M
$729.7M
165 檔
44.1%
The Q2 2026 SEC filing reveals that IFG Advisors, LLC held a total portfolio value of $729.7M, covering 165 public equity positions.
In Q2 2026, IFG Advisors, LLC displayed an active expansion posture, initiating 19 new positions and adding to 60 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, IJR) accounted for 44.1% of total reported equity market value during Q2 2026.
| # | 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 | 12.47% | +0.12% | +0.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.62% | +0.52% | +8.61% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.70% | -0.64% | +2.58% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.07% | -0.25% | +0.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.53% | -0.11% | -0.59% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.15% | -0.04% | +0.45% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.26% | -0.38% | -0.75% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.43% | -0.06% | +7.92% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.39% | +0.02% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.16% | -0.16% | -1.50% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.91% | -0.06% | +2.03% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.89% | +0.04% | +30.50% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | -0.04% | -2.23% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 1.52% | -0.13% | -3.51% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.50% | +0.04% | +0.02% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | -0.07% | +3.74% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.40% | +0.01% | +7.59% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.13% | -0.03% | -5.21% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | -0.01% | +0.02% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.97% | -0.06% | -26.55% | |
| 21 | CTAS | Cintas CORP | Stock-Industrials | 0.92% | +0.13% | +0.01% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.12% | +0.09% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | -0.03% | +0.09% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | -0.06% | -0.26% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | +0.21% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.15% | -24.15% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.03% | +0.01% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | +0.50% | — | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | +0.13% | +27.58% | |
| 30 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.42% | -0.02% | -1.14% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.02% | +11.32% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.40% | -0.02% | -30.75% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | -0.47% | |
| 34 | GLW | Corning Inc | Stock-Tech | 0.39% | -0.15% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.38% | EXIT | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.38% | +0.02% | +14.89% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.02% | +0.45% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.04% | +0.95% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | — | +299.90% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | +0.12% | +0.89% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | +0.01% | +301.25% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | -0.02% | -0.05% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.31% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | +34.75% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.05% | — | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.28% | -0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | -1.64% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.25% | — | -0.48% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.07% | — | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.24% | +0.01% | +6.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1% | -3.51% | Trim |
| 2 | USHY | Ishares Broad Usd High Yield | +0.8% | NEW | New buy |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +8.61% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.59% | Trim |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +0.45% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +30.50% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.58% | Add |
| 9 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.92% | Add |
| 12 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 13 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 14 | AEE | Ameren Corporation | +0.1% | NEW | New buy |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +27.58% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +34.75% | Add |
| 17 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 19 | HEI | Heico CORP | 0% | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +0.01% | Add |
| 21 | TER | Teradyne Inc | 0% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | +1.20% | Add |
| 23 | ZVRA | Zevra Therapeutics Inc | 0% | — | Unchanged |
| 24 | VIOG | Vanguard S&p Sm Cap 600 Grw | 0% | NEW | New buy |
| 25 | VV | Vanguard Large-cap ETF | 0% | +41.33% | Add |
| 26 | VIOV | Vanguard S&p Small-cap 600 V | 0% | NEW | New buy |
| 27 | VGIT | Vanguard Intermediate-term T | 0% | NEW | New buy |
| 28 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 29 | DE | Deere & Co | 0% | NEW | New buy |
| 30 | IWY | Ishares Russell Top 200 Grow | 0% | NEW | New buy |
| 31 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 32 | TCV | Towle Value ETF | 0% | NEW | New buy |
| 33 | DKNG | Draftkings Inc-cl A | 0% | NEW | New buy |
| 34 | EAGG | Ishares Esg Aware US Aggrega | 0% | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | 0% | +0.24% | Add |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 37 | IYW | Ishares Ustechnology ETF | 0% | +0.08% | Add |
| 38 | REPL | Replimune Group Inc | 0% | NEW | New buy |
| 39 | MS | Morgan Stanley | 0% | — | Unchanged |
| 40 | ABBV | Abbvie Inc | 0% | +7.33% | Add |
| 41 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 42 | VIG | Vanguard Dividend Apprec ETF | 0% | +9.55% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | +27.45% | Add |
| 44 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 45 | FBIN | Fortune Brands Innovations I | 0% | — | Unchanged |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | — | +0.95% | Add |
| 47 | IWM | Ishares Russell 2000 ETF | — | -0.05% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +9.13% | Add |
| 50 | ESGV | Vanguard Esg US Stock ETF | — | +2.36% | Add |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $729.7M across 165 disclosed positions in Q2 2026.
During Q2 2026, IFG Advisors, LLC's top holdings by market value included SPY (12.5%)、VOO (10.6%)、IJR (7.7%). The largest single position, SPY, represented 12.5% 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.
Top New Position Initiated
USHY
市值: $5.5M
Top Position Liquidated / Trimmed
HON
前期市值: $293.8K
In Q2 2026, IFG Advisors, LLC made 115 total portfolio adjustments, initiating 19 new buys, adding to 60 positions, trimming 33 holdings, and fully liquidating 3 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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