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CIK: 0001728319
Total reported value
$2.9B
$2.9B
750 檔
8.9%
During the Q4 2025 filing period, IFG Advisory, LLC (CIK: 0001728319) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.9B across 750 reported positions.
In Q4 2025, IFG Advisory, LLC displayed an active expansion posture, initiating 23 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 750 total)
| # | 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 | 2.92% | +2.08% | +8.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.35% | +1.78% | +0.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.20% | +1.73% | +3.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.75% | +0.02% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.65% | -0.49% | -1.87% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +1.38% | +7.92% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.58% | +1.18% | NEW | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | +0.90% | +8.07% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.17% | +1.30% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 1.13% | +0.87% | -17.25% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | +0.90% | NEW | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +1.36% | +0.29% | |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.96% | +0.30% | -4.85% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.15% | +7.43% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.89% | +0.10% | -1.01% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | +0.98% | +22.08% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.55% | -0.34% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 0.79% | +0.67% | -1.87% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | +0.52% | +11.33% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.77% | -0.01% | -1.70% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.72% | +0.16% | NEW | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.69% | +0.34% | NEW | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.57% | +2.49% | |
| 24 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.65% | +0.55% | NEW | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.65% | +0.58% | NEW | |
| 26 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.64% | +0.38% | NEW | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | +0.54% | NEW | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.14% | +2.69% | |
| 29 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.61% | +0.57% | NEW | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.60% | +0.70% | NEW | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.45% | +7.85% | |
| 32 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.57% | -0.11% | -2.62% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.15% | -4.74% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.49% | NEW | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.55% | +0.49% | NEW | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.23% | -1.44% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | +0.48% | NEW | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.54% | NEW | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.53% | +0.46% | NEW | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.52% | +0.48% | NEW | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.41% | NEW | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.12% | -1.54% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | +0.41% | +4.15% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.50% | +0.33% | NEW | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.50% | +0.50% | NEW | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.18% | +2.08% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.50% | +0.44% | NEW | |
| 48 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.47% | +0.24% | -15.48% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.51% | NEW | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.46% | +0.49% | NEW |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 750 disclosed positions in Q4 2025.
During Q4 2025, IFG Advisory, LLC's top holdings by market value included SPY (2.9%)、QQQ (2.4%)、VTI (2.2%). The largest single position, SPY, represented 2.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VTI) accounted for 8.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CTA
市值: $4.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $2.2M
In Q4 2025, IFG Advisory, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 105 positions, trimming 46 holdings, and fully liquidating 26 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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