Funds › IFP Advisors, Inc
IFP Advisors, Inc
13F for Q2 2026, filed Jul 20, 2026. 5,147 positions worth $5.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Jul 20, 2026
Reported value
$5.5B
+$714.8M (14.8%) vs Q1 2026
Positions
5,147
5,032 in Q1 2026
Top 10 share
14.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of IFP Advisors, Inc in the latest 13F quarter?
Using 13F.ai, how has IFP Advisors, Inc's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of IFP Advisors, Inc's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 484,958 | $140.3M | 2.5% | -0.1% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 663,778 | $132.8M | 2.4% | +1.8% | 13F ↗ |
| 3 | Invesco Qqq Tr | 108,639 | $80.0M | 1.4% | +14.7% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 328,243 | $78.2M | 1.4% | -0.8% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 180,462 | $67.3M | 1.2% | +3.2% | 13F ↗ |
| 6 | GOOG Alphabet Inc. Class C | 188,042 | $66.4M | 1.2% | -14.4% | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Grwt Etf | 742,981 | $64.0M | 1.2% | -6.0% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 168,260 | $60.1M | 1.1% | +1.5% | 13F ↗ |
| 9 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 76,832 | $57.4M | 1.0% | -13.4% | 13F ↗ |
| 10 | Spdr Series Trust St Str P500ETF | 632,889 | $55.6M | 1.0% | +17.2% | 13F ↗ |
| 11 | AMD Advanced Micro Devices, Inc. | 80,458 | $46.7M | 0.8% | +4.1% | 13F ↗ |
| 12 | Spdr Index Shs Fds St Str Po Ex Etf | 915,993 | $46.2M | 0.8% | +10.9% | 13F ↗ |
| 13 | Vanguard Index Fds S&P 500 Etf Shs | 64,339 | $44.2M | 0.8% | +12.1% | 13F ↗ |
| 14 | iShares Tr 7-10 Yr Trsy Bd | 467,027 | $44.2M | 0.8% | +31.9% | 13F ↗ |
| 15 | IAU iShares Gold Trust · Ishares New | 555,136 | $41.9M | 0.8% | -2.1% | 13F ↗ |
| 16 | iShares Tr Core S&P500 Etf | 54,261 | $40.6M | 0.7% | +0.1% | 13F ↗ |
| 17 | PANW Palo Alto Networks, Inc. | 116,369 | $39.7M | 0.7% | +7.0% | 13F ↗ |
| 18 | Wisdomtree Tr Us Qtly Div Grt | 406,971 | $38.9M | 0.7% | +0.1% | 13F ↗ |
| 19 | iShares Tr Etf | 446,710 | $38.6M | 0.7% | -19.7% | 13F ↗ |
| 20 | iShares Tr Ishs 1-5YR Invs | 727,413 | $38.1M | 0.7% | +70.3% | 13F ↗ |
| 21 | iShares Tr S&P 500 Grwt Etf | 269,980 | $37.1M | 0.7% | -21.3% | 13F ↗ |
| 22 | iShares Tr S&P 500 Val Etf | 148,739 | $33.8M | 0.6% | -2.6% | 13F ↗ |
| 23 | iShares Tr Core High Dv Etf | 1.22M | $33.4M | 0.6% | +93.4% | 13F ↗ |
| 24 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 156,520 | $33.3M | 0.6% | -0.5% | 13F ↗ |
| 25 | AVGO Broadcom Inc. | 87,886 | $33.2M | 0.6% | -3.3% | 13F ↗ |
| 26 | Vanguard World Fd Inf Tech Etf | 275,462 | $32.9M | 0.6% | +4.0% | 13F ↗ |
| 27 | Capital Group Dividend Value Units | 666,097 | $32.8M | 0.6% | +5.4% | 13F ↗ |
| 28 | Schwab Strategic Tr Us Lcap Gr Etf | 937,753 | $31.7M | 0.6% | -1.4% | 13F ↗ |
| 29 | Schwab Strategic Tr Us MID-CAP Etf | 775,129 | $28.6M | 0.5% | Unchanged | 13F ↗ |
| 30 | Capital Group Growth ETF Units | 604,049 | $28.5M | 0.5% | +5.9% | 13F ↗ |
| 31 | First Tr Exchng Traded Fd Vi Smit Unco Bd Etf | 1.13M | $28.1M | 0.5% | +26.5% | 13F ↗ |
| 32 | COST Costco Wholesale Corporation | 29,628 | $27.7M | 0.5% | -4.1% | 13F ↗ |
| 33 | Vanguard Whitehall Fds High Div Yld | 174,068 | $27.5M | 0.5% | +2.7% | 13F ↗ |
| 34 | BRK-B Berkshire Hathaway Inc. Class B | 54,780 | $27.4M | 0.5% | +3.2% | 13F ↗ |
| 35 | iShares Tr S&P 100 Etf | 72,781 | $26.6M | 0.5% | -22.6% | 13F ↗ |
| 36 | iShares Tr Us Aer Def Etf | 109,759 | $26.6M | 0.5% | +2.2% | 13F ↗ |
| 37 | Vanguard Specialized Funds Div App Etf | 109,943 | $26.0M | 0.5% | +5.0% | 13F ↗ |
| 38 | First Tr Exchange-Traded Fd First Tr Enh New | 412,661 | $24.6M | 0.4% | -5.3% | 13F ↗ |
| 39 | LLY Eli Lilly and Company | 20,352 | $24.4M | 0.4% | +11.4% | 13F ↗ |
| 40 | Exxon Mobil Corp | 171,296 | $23.4M | 0.4% | +6.3% | 13F ↗ |
| 41 | META Meta Platforms, Inc. | 41,474 | $23.4M | 0.4% | +2.2% | 13F ↗ |
| 42 | Vanguard Tax-Managed Fds | 327,485 | $23.3M | 0.4% | +22.7% | 13F ↗ |
| 43 | JPM JPMorgan Chase & Co. | 70,542 | $23.1M | 0.4% | +3.9% | 13F ↗ |
| 44 | Schwab Strategic Tr Us Dividend Eq | 712,723 | $22.6M | 0.4% | +2.5% | 13F ↗ |
| 45 | iShares Tr Core Msci Eafe | 233,923 | $22.6M | 0.4% | +5.7% | 13F ↗ |
| 46 | First Tr Exchange Traded Fd Nasd Tech Div | 194,679 | $22.4M | 0.4% | +2.6% | 13F ↗ |
| 47 | Schwab Strategic Tr Us Lrg Cap Etf | 756,568 | $22.3M | 0.4% | +6.1% | 13F ↗ |
| 48 | iShares Inc Core Msci Emkt | 258,623 | $21.4M | 0.4% | -24.2% | 13F ↗ |
| 49 | Goldman Sachs ETF Tr Equal Weight Us | 225,517 | $21.3M | 0.4% | +2.9% | 13F ↗ |
| 50 | ABT Abbott Laboratories | 234,173 | $21.2M | 0.4% | +307% | 13F ↗ |
Showing the top 50 of 5,147 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
339 new, 2,335 added to, 1,617 trimmed, 224 exited, 856 unchanged. By estimated dollars.
New positions (339)
| SPCX Space Exploration Technologies Corp. | 52,736 | New | $9.0M |
| BlackRock ETF Trust Isha Syst Al Etf | 293,056 | New | $8.2M |
| Invesco Exchange Traded Fd T S&P500 Eql Rel | 131,000 | New | $4.8M |
| DD DuPont de Nemours, Inc. | 30,490 | New | $4.1M |
| iShares Tr Msci Peru Gl Etf | 48,921 | New | $4.1M |
| iShares Tr Cr 5 10 Yr Etf | 50,992 | New | $2.2M |
| First Tr Exchng Traded Fd Vi Multi Strategy | 87,134 | New | $2.1M |
| Flexshares Tr Us Quality Cap | 22,161 | New | $2.0M |
| Invesco Exchange Traded Fd T Larg Cap Gro Etf | 10,387 | New | $1.7M |
| Vaneck Fds Emer Mark Bd Etf | 21,393 | New | $1.1M |
Added to (2,335)
| iShares Tr Core High Dv Etf | 1.22M | +93.4% | $16.1M |
| ABT Abbott Laboratories | 234,173 | +307% | $16.0M |
| iShares Tr Ishs 1-5YR Invs | 727,413 | +70.3% | $15.7M |
| Listed Fds Tr Roun Ma Seve Etf | 196,837 | +1104% | $11.6M |
| Vaneck ETF Trust Gold Miners Etf | 216,648 | +233% | $11.4M |
| iShares Tr 7-10 Yr Trsy Bd | 467,027 | +31.9% | $10.7M |
| Invesco Qqq Tr | 108,639 | +14.7% | $10.2M |
| Spdr Series Trust St Str P500ETF | 632,889 | +17.2% | $8.2M |
| iShares Tr Eafe Grwth Etf | 159,304 | +43.2% | $6.0M |
| NFLX Netflix, Inc. | 253,572 | +48.7% | $5.9M |
Trimmed (1,617)
| iShares Tr Etf | 25,119 | -70.8% | -$18.3M |
| Vanguard Index Fds Mrngstr Md Cp Gr | 21,312 | -72.0% | -$16.8M |
| GOOG Alphabet Inc. Class C | 188,042 | -14.4% | -$11.2M |
| iShares Tr S&P 500 Grwt Etf | 269,980 | -21.3% | -$10.1M |
| Invesco Exchange Traded Fd T Wilderhil Clan | 9,665 | -96.3% | -$9.8M |
| iShares Tr Etf | 446,710 | -19.7% | -$9.5M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 76,832 | -13.4% | -$8.9M |
| iShares Tr Msci Usa Min Etf | 57,284 | -59.2% | -$8.0M |
| iShares Tr S&P 100 Etf | 72,781 | -22.6% | -$7.8M |
| AU AngloGold Ashanti PLC | 165,301 | -36.5% | -$7.7M |
Exited (224)
| Tidal Trust III Mrp Synthequity | 113,406 | Exited | -$3.0M |
| Pimco ETF Tr 25YR+ Zero U S | 21,510 | Exited | -$1.4M |
| Astrazeneca plc ADR | 12,001 | Exited | -$1.1M |
| Pimco ETF Tr Us Stk Plus Ac | 14,034 | Exited | -$660.5K |
| Cyberark Software Ltd | 1,257 | Exited | -$513.9K |
| 6706ER101 Cef | 18,947 | Exited | -$284.8K |
| Direxion Shares ETF Trust Daily Small Cap | 4,914 | Exited | -$216.9K |
| Exact Sciences Corp | 1,655 | Exited | -$173.6K |
| INFQ Infleqtion, Inc. | 13,175 | Exited | -$155.5K |
| Confluent Inc | 3,891 | Exited | -$120.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 20, 2026 | 13F-HR | 5,147 | $5.5B | Current | SEC ↗ |
| Q1 2026 | Apr 13, 2026 | 13F-HR | 5,032 | $4.8B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 4,899 | $4.5B | Current | SEC ↗ |
| Q3 2025 | Feb 6, 2026 | 13F-HR/A (restatement) | 4,843 | $3.9B | Current | SEC ↗ |
| Q3 2025 | Dec 2, 2025 | 13F-HR | 5,107 | $3.9B | Replaced | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 4,929 | $3.5B | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 4,312 | $3.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer