IFP Advisors, Inc

Est. AUM

$4.75B

13F long equity, this entity only

Positions

4,976

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	cs	$123.2M	485256	2.59%	SOLE
2	NVIDIA CORPORATION	cs	$113.7M	651842	2.39%	SOLE
3	AMAZON COM INC	cs	$68.9M	330873	1.45%	SOLE
4	MICROSOFT CORP	cs	$64.7M	174800	1.36%	SOLE
5	ALPHABET INC	cs	$63.0M	219615	1.33%	SOLE
6	STATE STR SPDR S&P 500 ETF T	cs	$57.7M	88760	1.22%	SOLE
7	VANGUARD INDEX FDS	cs	$57.6M	131782	1.21%	SOLE
8	INVESCO QQQ TR	cs	$54.7M	94747	1.15%	SOLE
9	ISHARES GOLD TR	mc	$50.0M	566853	1.05%	SOLE
10	ISHARES TR	cs	$48.2M	556110	1.01%	SOLE
11	ALPHABET INC	cs	$47.7M	165774	1.00%	SOLE
12	SPDR SERIES TRUST	cs	$41.3M	539854	0.87%	SOLE
13	ISHARES TR	cs	$38.8M	343155	0.82%	SOLE
14	SPDR INDEX SHS FDS	cs	$37.7M	825847	0.79%	SOLE
15	WISDOMTREE TR	mc	$35.7M	406724	0.75%	SOLE
16	ISHARES TR	cs	$35.4M	54205	0.75%	SOLE
17	VANGUARD INDEX FDS	mc	$34.3M	57405	0.72%	SOLE
18	ISHARES TR	cs	$33.8M	354092	0.71%	SOLE
19	ISHARES TR	cs	$32.3M	152743	0.68%	SOLE
20	COSTCO WHOLESALE CORPORATION	cs	$30.8M	30884	0.65%	SOLE
21	INVESCO EXCHANGE TRADED FD T	mc	$30.2M	157243	0.64%	SOLE
22	ISHARES TR	cs	$29.9M	94029	0.63%	SOLE
23	BROADCOM INC	cs	$28.1M	90843	0.59%	SOLE
24	SCHWAB STRATEGIC TR	cs	$27.7M	951494	0.58%	SOLE
25	EXXON MOBIL CORP	cs	$27.3M	161094	0.58%	SOLE
26	CAPITAL GROUP DIVIDEND VALUE	mc	$26.9M	632254	0.57%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	mc	$26.0M	435534	0.55%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	cs	$25.4M	53077	0.54%	SOLE
29	ANGLOGOLD ASHANTI PLC	cs	$25.4M	260397	0.53%	SOLE
30	VANGUARD WHITEHALL FDS	cs	$25.1M	169422	0.53%	SOLE
31	SCHWAB STRATEGIC TR	mc	$24.0M	774872	0.50%	SOLE
32	ISHARES INC	cs	$23.8M	341201	0.50%	SOLE
33	ISHARES TR	cs	$23.5M	107384	0.49%	SOLE
34	META PLATFORMS INC	cs	$23.2M	40566	0.49%	SOLE
35	VANGUARD WORLD FD	cs	$23.1M	33120	0.49%	SOLE
36	CAPITAL GROUP GROWTH ETF	mc	$22.9M	570490	0.48%	SOLE
37	VANGUARD SPECIALIZED FUNDS	cs	$22.5M	104744	0.47%	SOLE
38	ISHARES TR	cs	$22.5M	427145	0.47%	SOLE
39	FIRST TR EXCHNG TRADED FD VI	mc	$22.1M	892567	0.47%	SOLE
40	FRANCO NEV CORP	cs	$21.6M	87290	0.45%	SOLE
41	SCHWAB STRATEGIC TR	mc	$21.3M	695187	0.45%	SOLE
42	ISHARES TR	cs	$21.3M	85993	0.45%	SOLE
43	ISHARES TR	mc	$20.0M	221239	0.42%	SOLE
44	JPMORGAN CHASE & CO	cs	$20.0M	67890	0.42%	SOLE
45	VANGUARD INDEX FDS	cs	$19.6M	76163	0.41%	SOLE
46	GOLDMAN SACHS ETF TR	mc	$18.5M	219070	0.39%	SOLE
47	J P MORGAN EXCHANGE TRADED F	mc	$18.3M	362467	0.39%	SOLE
48	SCHWAB STRATEGIC TR	mc	$18.3M	712987	0.38%	SOLE
49	FIRST TR EXCHANGE TRADED FD	mc	$17.8M	189828	0.37%	SOLE
50	WALMART INC	cs	$17.5M	140559	0.37%	SOLE

1–50 of 4,976

1 / 100

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.