# IFP Advisors, Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1641866. Source: https://holderbook.com/funds/1641866-ifp-advisors-inc/

- Reported value: $5.5B
- Positions: 5,147
- Weight of the ten largest: 14.5%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $140.3M | 484,958 | 2.5% | 39 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $132.8M | 663,778 | 2.4% | 39 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $80.0M | 108,639 | 1.4% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $78.2M | 328,243 | 1.4% | 39 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $67.3M | 180,462 | 1.2% | 39 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $66.4M | 188,042 | 1.2% | 39 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $64.0M | 742,981 | 1.2% | 39 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $60.1M | 168,260 | 1.1% | 39 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $57.4M | 76,832 | 1.0% | 39 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $55.6M | 632,889 | 1.0% | 34 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $46.7M | 80,458 | 0.8% | 39 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $46.2M | 915,993 | 0.8% | 39 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $44.2M | 64,339 | 0.8% | 39 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $44.2M | 467,027 | 0.8% | 39 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $41.9M | 555,136 | 0.8% | 21 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $40.6M | 54,261 | 0.7% | 39 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $39.7M | 116,369 | 0.7% | 39 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $38.9M | 406,971 | 0.7% | 39 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $38.6M | 446,710 | 0.7% | 34 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $38.1M | 727,413 | 0.7% | 39 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $37.1M | 269,980 | 0.7% | 39 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $33.8M | 148,739 | 0.6% | 39 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $33.4M | 1,219,092 | 0.6% | 39 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $33.3M | 156,520 | 0.6% | 32 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $33.2M | 87,886 | 0.6% | 32 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $32.9M | 275,462 | 0.6% | 39 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $32.8M | 666,097 | 0.6% | 18 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $31.7M | 937,753 | 0.6% | 39 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $28.6M | 775,129 | 0.5% | 39 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $28.5M | 604,049 | 0.5% | 18 |
| FIRST TR EXCHNG TRADED FD VI | [UCON](https://holderbook.com/stocks/UCON/) | $28.1M | 1,129,539 | 0.5% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $27.7M | 29,628 | 0.5% | 39 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $27.5M | 174,068 | 0.5% | 39 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $27.4M | 54,780 | 0.5% | 39 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $26.6M | 72,781 | 0.5% | 39 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $26.6M | 109,759 | 0.5% | 39 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $26.0M | 109,943 | 0.5% | 39 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $24.6M | 412,661 | 0.4% | 39 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $24.4M | 20,352 | 0.4% | 39 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $23.4M | 171,296 | 0.4% | 39 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $23.4M | 41,474 | 0.4% | 39 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $23.3M | 327,485 | 0.4% | 39 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $23.1M | 70,542 | 0.4% | 39 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $22.6M | 712,723 | 0.4% | 39 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $22.6M | 233,923 | 0.4% | 39 |
| FIRST TR EXCHANGE-TRADED FD | [TDIV](https://holderbook.com/stocks/TDIV/) | $22.4M | 194,679 | 0.4% | 39 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $22.3M | 756,568 | 0.4% | 39 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $21.4M | 258,623 | 0.4% | 39 |
| GOLDMAN SACHS ETF TR | [GSEW](https://holderbook.com/stocks/GSEW/) | $21.3M | 225,517 | 0.4% | 28 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $21.2M | 234,173 | 0.4% | 39 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $19.8M | 159,304 | 0.4% | 39 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $19.5M | 439,025 | 0.4% | 18 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $19.5M | 118,813 | 0.4% | 39 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $19.0M | 16,479 | 0.3% | 39 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $18.7M | 89,770 | 0.3% | 39 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $18.4M | 363,276 | 0.3% | 19 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $18.1M | 253,572 | 0.3% | 39 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $17.5M | 226,750 | 0.3% | 39 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $17.5M | 154,200 | 0.3% | 39 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $17.4M | 601,558 | 0.3% | 28 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $17.3M | 41,167 | 0.3% | 39 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $17.2M | 165,876 | 0.3% | 39 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $16.8M | 196,113 | 0.3% | 39 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $16.3M | 216,648 | 0.3% | 39 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $16.3M | 39,233 | 0.3% | 39 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $16.2M | 108,901 | 0.3% | 39 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $15.9M | 46,449 | 0.3% | 39 |
| GOLDMAN SACHS ETF TR | [GSSC](https://holderbook.com/stocks/GSSC/) | $15.9M | 174,206 | 0.3% | 22 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $15.9M | 263,334 | 0.3% | 18 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $15.9M | 152,692 | 0.3% | 39 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $15.8M | 215,008 | 0.3% | 39 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $15.2M | 62,273 | 0.3% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $15.1M | 42,759 | 0.3% | 39 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $15.1M | 44,957 | 0.3% | 12 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $14.9M | 196,142 | 0.3% | 39 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $14.9M | 13,949 | 0.3% | 39 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $14.8M | 180,492 | 0.3% | 39 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $14.1M | 38,550 | 0.3% | 39 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $14.1M | 21,936 | 0.3% | 39 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $13.6M | 36,746 | 0.2% | 34 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $13.6M | 17,760 | 0.2% | 28 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $13.5M | 270,349 | 0.2% | 37 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $13.4M | 27,669 | 0.2% | 28 |
| ANGLOGOLD ASHANTI PLC | [AU](https://holderbook.com/stocks/AU/) | $13.4M | 165,301 | 0.2% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $13.3M | 52,930 | 0.2% | 39 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $13.2M | 347,015 | 0.2% | 9 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $12.9M | 88,152 | 0.2% | 39 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $12.8M | 67,401 | 0.2% | 39 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $12.8M | 109,237 | 0.2% | 39 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $12.8M | 87,479 | 0.2% | 39 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $12.8M | 64,604 | 0.2% | 39 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $12.7M | 246,034 | 0.2% | 23 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $12.7M | 250,856 | 0.2% | 37 |
| LISTED FDS TR | [MAGS](https://holderbook.com/stocks/MAGS/) | $12.7M | 196,837 | 0.2% | 4 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $12.6M | 57,979 | 0.2% | 39 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $12.6M | 90,338 | 0.2% | 39 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $12.4M | 245,334 | 0.2% | 32 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $12.2M | 43,273 | 0.2% | 39 |
| FIRST TR EXCHANGE-TRADED FD | [WCMI](https://holderbook.com/stocks/WCMI/) | $12.1M | 617,647 | 0.2% | 4 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $12.0M | 495,135 | 0.2% | 16 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.4% | +14.8% | -3.4% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.9% | 99% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 99% |
| Q3 2025 | +6.7% | +7.8% | -1.2% | 98% |
| Q2 2025 | +7.7% | +10.5% | -2.7% | 99% |
| Q1 2025 | -2.1% | -4.6% | +2.4% | 99% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 98% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.5B | 5,147 |
| Q1 2026 | $4.8B | 5,029 |
| Q4 2025 | $4.5B | 4,897 |
| Q3 2025 | $3.9B | 4,841 |
| Q2 2025 | $3.5B | 4,925 |
| Q1 2025 | $3.2B | 4,312 |
| Q4 2024 | $3.1B | 4,607 |
| Q3 2024 | $2.8B | 3,314 |
| Q2 2024 | $2.5B | 3,241 |
| Q1 2024 | $2.3B | 3,134 |
| Q4 2023 | $2.1B | 3,048 |
| Q3 2023 | $2.2B | 3,310 |