IFC & Insurance Marketing, Inc.

Est. AUM

$113.6M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$10.1M	62342	8.87%	SOLE
2	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$9.1M	151715	8.05%	SOLE
3	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.8M	281542	7.71%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$6.9M	113274	6.11%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$6.7M	182240	5.94%	SOLE
6	VANGUARD BD INDEX FDS	INTERMED TERM	$6.3M	82235	5.55%	SOLE
7	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.0M	118320	5.26%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.9M	93214	4.33%	SOLE
9	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$4.1M	95140	3.61%	SOLE
10	SPDR SERIES TRUST	ST STR P500ETF	$3.2M	36487	2.82%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.8M	48378	2.48%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.6M	17082	2.32%	SOLE
13	ISHARES TR	CRE U S REIT ETF	$2.4M	36836	2.16%	SOLE
14	COLUMBIA ETF TR II	EM CORE EX ETF	$2.3M	43948	2.05%	SOLE
15	SCHWAB STRATEGIC TR	HIGH YIEL BD ETF	$2.3M	87241	2.01%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	6083	1.98%	SOLE
17	SCHWAB STRATEGIC TR	US TIPS ETF	$2.2M	84565	1.97%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.0M	40133	1.76%	SOLE
19	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	17728	1.31%	SOLE
20	BNY MELLON ETF TRUST	INTERNATIONL EQT	$1.4M	14398	1.27%	SOLE
21	APPLE INC	COM	$1.3M	4657	1.19%	SOLE
22	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.3M	21787	1.16%	SOLE
23	NVIDIA CORPORATION	COM	$1.3M	6495	1.14%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$1.1M	1438	0.93%	SOLE
25	SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$914K	23028	0.80%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$798K	1069	0.70%	SOLE
27	TESLA INC	COM	$787K	1871	0.69%	SOLE
28	CROWDSTRIKE HLDGS INC	CL A	$719K	942	0.63%	SOLE
29	WALMART INC	COM	$673K	5944	0.59%	SOLE
30	AMAZON COM INC	COM	$644K	2700	0.57%	SOLE
31	VANGUARD STAR FDS	VG TL INTL STK F	$639K	7471	0.56%	SOLE
32	J P MORGAN EXCHANGE TRADED F	BETBULD MSCI	$634K	5910	0.56%	SOLE
33	SPDR GOLD TR	GOLD SHS	$615K	1670	0.54%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$607K	8036	0.53%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$591K	1948	0.52%	SOLE
36	VANGUARD INDEX FDS	LARGE CAP ETF	$567K	1647	0.50%	SOLE
37	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$541K	17067	0.48%	SOLE
38	CARVANA CO	CL A	$472K	7175	0.42%	SOLE
39	EXXON MOBIL CORP	COM	$470K	3441	0.41%	SOLE
40	ISHARES TR	0-3 MTH TREASURY	$470K	4665	0.41%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP GR ETF	$412K	12183	0.36%	SOLE
42	MARRIOTT INTL INC NEW	CL A	$404K	1090	0.36%	SOLE
43	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$393K	5353	0.35%	SOLE
44	SPDR SERIES TRUST	ST STR BLO 1 ETF	$390K	4256	0.34%	SOLE
45	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$389K	7686	0.34%	SOLE
46	ROYAL CARIBBEAN GROUP	COM	$379K	1195	0.33%	SOLE
47	UNITEDHEALTH GROUP INC	COM	$364K	875	0.32%	SOLE
48	BLOOM ENERGY CORP	COM CL A	$341K	1125	0.30%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$336K	489	0.30%	SOLE
50	ISHARES TR	TRUST ISHARE 0-1	$333K	3017	0.29%	SOLE

1–50 of 78

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