13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001728319
Total reported value
$2.9B
$2.9B
335 檔
0.4%
At the close of Q1 2026, IFG Advisory, LLC disclosed equity holdings valued at approximately $2.9B, spread across 335 reported holdings.
In Q1 2026, IFG Advisory, LLC adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 136 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CBSH, DKL, MPLX) accounted for 0.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 335 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBSH | Commerce Bancshares Inc | Stock-Financials | 15.29% | -15.06% | — | |
| 2 | DKL | Delek Logistics Partners LP | Stock-Other | 4.92% | -4.85% | — | |
| 3 | MPLX | Mplx LP | Stock-Energy | 4.31% | -4.25% | — | |
| 4 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 4.18% | -4.13% | — | |
| 5 | WES | Western Midstream Partners L | Stock-Energy | 4.08% | -4.02% | — | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 2.57% | -2.50% | +22.29% | |
| 7 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.35% | -2.32% | — | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.03% | -0.49% | -98.09% | |
| 9 | WOR | Worthington Enterprises Inc | Stock-Other | 1.79% | -1.76% | — | |
| 10 | SUN | Sunoco LP | Stock-Other | 1.52% | -1.49% | +45.84% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.52% | -1.25% | -91.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.17% | -98.30% | |
| 13 | CAPL | Crossamerica Partners LP | Stock-Other | 1.15% | -1.13% | — | |
| 14 | WS | Worthington Steel Inc | Stock-Other | 1.04% | -1.02% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.75% | -99.20% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | -0.60% | -89.08% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.67% | -94.70% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.71% | -0.51% | -96.26% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.71% | +0.10% | -98.83% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.23% | -97.89% | |
| 21 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.69% | -0.68% | — | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | -0.67% | — | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.67% | -0.66% | — | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 0.65% | -0.59% | -91.68% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | -0.59% | -85.53% | |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | -0.01% | -98.82% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | -0.37% | -94.97% | |
| 28 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.56% | +0.30% | -99.10% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.17% | -97.85% | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.55% | -0.48% | -88.79% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.46% | -90.10% | |
| 32 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.54% | -0.50% | -78.07% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.14% | -98.52% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +1.38% | -99.48% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.15% | -98.90% | |
| 36 | AKRE | Akre Focus ETF | ETF-Other | 0.52% | -0.48% | -80.73% | |
| 37 | UTG | Reaves Utility Income Fund | Stock-Other | 0.51% | -0.50% | — | |
| 38 | TRGP | Targa Resources CORP | Stock-Energy | 0.50% | -0.50% | -68.06% | |
| 39 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.50% | -0.42% | -90.29% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.11% | -98.45% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.49% | -0.48% | — | |
| 42 | DIHP | Dimensional International Hi | ETF-Other | 0.48% | -0.47% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +1.78% | -99.68% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.38% | -88.39% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.45% | -0.11% | -98.72% | |
| 46 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.45% | -0.44% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.12% | -98.62% | |
| 48 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.44% | -0.44% | — | |
| 49 | BUFY | Ftvest Lddrdintlmod Buff ETF | ETF-Other | 0.43% | -0.42% | — | |
| 50 | SEIE | Sei Select Intl Equity | ETF-Other | 0.42% | -0.41% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +1.3% | -91.44% | Trim |
| 2 | HD | Home Depot Inc | +0.6% | -94.70% | Trim |
| 3 | DVY | Ishares Select Dividend ETF | +0.4% | -96.26% | Trim |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.4% | -98.09% | Trim |
| 5 | IYW | Ishares Ustechnology ETF | +0.4% | -94.97% | Trim |
| 6 | DFSV | Dimensional US Small Cap Val | +0.3% | -96.00% | Trim |
| 7 | KO | Coca-cola Co/the | +0.2% | -96.10% | Trim |
| 8 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | -96.22% | Trim |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -97.89% | Trim |
| 10 | ABBV | Abbvie Inc | +0.1% | -97.85% | Trim |
| 11 | ABT | Abbott Laboratories | +0.1% | -97.02% | Trim |
| 12 | NVDA | Nvidia CORP | +0.1% | -98.30% | Trim |
| 13 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -98.03% | Trim |
| 14 | SO | Southern Co/the | +0.1% | -98.45% | Trim |
| 15 | DISV | Dimensional International Sm | +0.1% | -98.28% | Trim |
| 16 | GLD | Spdr Gold Shares | 0% | -98.47% | Trim |
| 17 | DUK | Duke Energy CORP | — | -98.63% | Trim |
| 18 | VUG | Vanguard Growth ETF | -0.1% | -98.52% | Trim |
| 19 | VGT | Vanguard Info Tech ETF | -0.1% | -98.62% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | -0.1% | -98.71% | Trim |
| 21 | FDN | First Trust Dj Internet Ind | -0.1% | -99.49% | Trim |
| 22 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -99.68% | Trim |
| 23 | TCAF | T Rowe Prc Cap Appreciation | -0.1% | -98.72% | Trim |
| 24 | AFL | Aflac Inc | -0.1% | -99.20% | Trim |
| 25 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | -0.1% | -99.47% | Trim |
| 26 | SMH | Vaneck Semiconductor ETF | -0.1% | -99.74% | Trim |
| 27 | IWF | Ishares Russell 1000 Growth | -0.1% | -98.94% | Trim |
| 28 | VTIP | Vanguard Short-term Tips | -0.1% | -99.86% | Trim |
| 29 | BOND | Pimco Active Bond Exchange-t | -0.2% | -99.12% | Trim |
| 30 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -99.22% | Trim |
| 31 | DFAX | Dimensional World Ex US Core | -0.2% | -98.83% | Trim |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -98.82% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.2% | -99.42% | Trim |
| 34 | PLTR | Palantir Technologies Inc-a | -0.2% | -98.96% | Trim |
| 35 | BSV | Vanguard Short-term Bond ETF | -0.2% | -99.68% | Trim |
| 36 | RTX | Rtx CORP | -0.2% | -99.71% | Trim |
| 37 | VZ | Verizon Communications Inc | -0.2% | -99.88% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.2% | -99.00% | Trim |
| 39 | TSLA | Tesla Inc | -0.2% | -99.86% | Trim |
| 40 | GTO | Invesco Total Return Bond Et | -0.3% | -99.27% | Trim |
| 41 | AMAT | Applied Materials Inc | -0.3% | -99.65% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.3% | -99.72% | Trim |
| 43 | IWM | Ishares Russell 2000 ETF | -0.3% | -99.72% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -99.61% | Trim |
| 45 | TBIL | F/m US Treasury 3 Month Bill | -0.4% | -99.84% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.4% | -99.93% | Trim |
| 47 | OMFL | Invesco Russell 1000 Dyn M/f | -0.4% | -99.10% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | -98.90% | Trim |
| 49 | IEMG | Ishares Core Msci Emerging | -0.5% | -99.78% | Trim |
| 50 | WMT | Walmart Inc | -0.5% | -99.96% | Trim |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 335 disclosed positions in Q1 2026.
During Q1 2026, IFG Advisory, LLC's top holdings by market value included CBSH (15.3%)、DKL (4.9%)、MPLX (4.3%). The largest single position, CBSH, represented 15.3% 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
CBSH
市值: $5.3M
Top Position Liquidated / Trimmed
NOBL
前期市值: $36.3M
In Q1 2026, IFG Advisory, LLC made 200 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 63 holdings, and fully liquidating 136 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.