IFC & INSURANCE MARKETING, INC.

Filed: 2/12/2026ACC: 0002095709-26-000001

📋 What this filing means

IFC & INSURANCE MARKETING, INC. filed this quarterly 13F‑HR report disclosing 759 equity positions with a total reported market value of $100.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

759

Positions

$100.8K

Total AUM (reported)

1.69M

Total Shares

Allocation by class

UIT EXCHANGE TRADED$83.8K83.1%

COMMON STOCK$15.6K15.5%

FOREIGN ORDINARIES$891.000.9%

REAL ESTATE INVESTME$198.000.2%

FOREIGN CANADIAN$184.000.2%

CLOSED END MUTL FUND$136.000.1%

LIMITED PARTNERSHP$74.000.1%

Portfolio Concentration

Top 3$28.0K27.8%

4–10$26.8K26.6%

11–25$16.7K16.5%

Rest$29.4K29.2%

Top 3 weight

27.8%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 1.69M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.69M

% of voting shares100.0%

Investment Discretion (by position count)

Sole759

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings759

Rows:

VANGUARD INTERMEDIATE TERM BOND ETF

SOLE

UIT EXCHANGE TRADED

Shares200.25K

TypeSH

Market value$15.6K

15.47%

Sole

0.00

Shared

0.00

None

200.25K

FIDELITY HIGH DIVIDEND ETF

SOLE

UIT EXCHANGE TRADED

Shares109.60K

TypeSH

Market value$6.2K

6.16%

Sole

0.00

Shared

0.00

None

109.60K

BNY MELLON INTERNATIONALEQ ETF

SOLE

UIT EXCHANGE TRADED

Shares66.77K

TypeSH

Market value$6.2K

6.13%

Sole

0.00

Shared

0.00

None

66.77K

INVSC S P 500 MOMENTUM ETF

SOLE

UIT EXCHANGE TRADED

Shares41.82K

TypeSH

Market value$5.0K

4.95%

Sole

0.00

Shared

0.00

None

41.82K

INVSC S P 500 TOP 50 ETF

SOLE

UIT EXCHANGE TRADED

Shares80.28K

TypeSH

Market value$4.8K

4.72%

Sole

0.00

Shared

0.00

None

80.28K

FIRST TRUST GROWTH STRENGTH ETF

SOLE

UIT EXCHANGE TRADED

Shares124.79K

TypeSH

Market value$4.4K

4.37%

Sole

0.00

Shared

0.00

None

124.79K

STATE STRET SPDR PRTFL ST TR ETF IV

SOLE

UIT EXCHANGE TRADED

Shares133.02K

TypeSH

Market value$3.9K

3.86%

Sole

0.00

Shared

0.00

None

133.02K

STATE STREET SPDR PORTFLS&P 500 ETF

SOLE

UIT EXCHANGE TRADED

Shares40.90K

TypeSH

Market value$3.3K

3.25%

Sole

0.00

Shared

0.00

None

40.90K

SCHWAB FUNDAMNTL INTRNL EQT ETF

SOLE

UIT EXCHANGE TRADED

Shares69.79K

TypeSH

Market value$3.2K

3.13%

Sole

0.00

Shared

0.00

None

69.79K

FIRST TRUST SMID CAP RISING DIVI ETF

SOLE

UIT EXCHANGE TRADED

Shares59.69K

TypeSH

Market value$2.3K

2.27%

Sole

0.00

Shared

0.00

None

59.69K

JPMORGAN BETABUILDERS MSCI US REIT E

SOLE

UIT EXCHANGE TRADED

Shares24.41K

TypeSH

Market value$2.3K

2.24%

Sole

0.00

Shared

0.00

None

24.41K

VGRD FTSE ALL WRLD EX USSML CAP ETF

SOLE

UIT EXCHANGE TRADED

Shares11.10K

TypeSH

Market value$1.6K

1.58%

Sole

0.00

Shared

0.00

None

11.10K

VANGUARD FTSE ALL WORLD EX US ETF

SOLE

UIT EXCHANGE TRADED

Shares19.96K

TypeSH

Market value$1.5K

1.46%

Sole

0.00

Shared

0.00

None

19.96K

FRST TRT LOW DTN OPNTS ETF IV

SOLE

UIT EXCHANGE TRADED

Shares29.37K

TypeSH

Market value$1.5K

1.46%

Sole

0.00

Shared

0.00

None

29.37K

APPLE INC

SOLE

COMMON STOCK

Shares4.26K

TypeSH

Market value$1.2K

1.15%

Sole

0.00

Shared

0.00

None

4.26K

NVIDIA CORP

SOLE

COMMON STOCK

Shares6.20K

TypeSH

Market value$1.2K

1.15%

Sole

0.00

Shared

0.00

None

6.20K

VANGUARD SHORT TERM TREASURY ETF

SOLE

UIT EXCHANGE TRADED

Shares19.39K

TypeSH

Market value$1.1K

1.13%

Sole

0.00

Shared

0.00

None

19.39K

SCHWAB US TIPS ETF

SOLE

UIT EXCHANGE TRADED

Shares41.58K

TypeSH

Market value$1.1K

1.09%

Sole

0.00

Shared

0.00

None

41.58K

COLUMBIA EM CORE EX-CHINA ETF

SOLE

UIT EXCHANGE TRADED

Shares27.12K

TypeSH

Market value$1.0K

1.03%

Sole

0.00

Shared

0.00

None

27.12K

TESLA INC

SOLE

COMMON STOCK

Shares1.96K

TypeSH

Market value$879.00

0.87%

Sole

0.00

Shared

0.00

None

1.96K

VANGUARD TOTAL STOCK MARKET ETF

SOLE

UIT EXCHANGE TRADED

Shares2.25K

TypeSH

Market value$756.00

0.75%

Sole

0.00

Shared

0.00

None

2.25K

SPDR S&P 500 ETF

SOLE

UIT EXCHANGE TRADED

Shares1.01K

TypeSH

Market value$691.00

0.69%

Sole

0.00

Shared

0.00

None

1.01K

FIDELITY EMERG MARKT MULTIFACT ETF

SOLE

UIT EXCHANGE TRADED

Shares22.25K

TypeSH

Market value$687.00

0.68%

Sole

0.00

Shared

0.00

None

22.25K

CARVANA CO CLASS A

SOLE

COMMON STOCK

Shares1.52K

TypeSH

Market value$640.00

0.63%

Sole

0.00

Shared

0.00

None

1.52K

WALMART INC

SOLE

COMMON STOCK

Shares5.70K

TypeSH

Market value$635.00

0.63%

Sole

0.00

Shared

0.00

None

5.70K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INTERMEDIATE TERM BOND ETFSOLE	UIT EXCHANGE TRADED	200.25K	SH	$15.6K 15.47%	200.25K
FIDELITY HIGH DIVIDEND ETFSOLE	UIT EXCHANGE TRADED	109.60K	SH	$6.2K 6.16%	109.60K
BNY MELLON INTERNATIONALEQ ETFSOLE	UIT EXCHANGE TRADED	66.77K	SH	$6.2K 6.13%	66.77K
INVSC S P 500 MOMENTUM ETFSOLE	UIT EXCHANGE TRADED	41.82K	SH	$5.0K 4.95%	41.82K
INVSC S P 500 TOP 50 ETFSOLE	UIT EXCHANGE TRADED	80.28K	SH	$4.8K 4.72%	80.28K
FIRST TRUST GROWTH STRENGTH ETFSOLE	UIT EXCHANGE TRADED	124.79K	SH	$4.4K 4.37%	124.79K
STATE STRET SPDR PRTFL ST TR ETF IVSOLE	UIT EXCHANGE TRADED	133.02K	SH	$3.9K 3.86%	133.02K
STATE STREET SPDR PORTFLS&P 500 ETFSOLE	UIT EXCHANGE TRADED	40.90K	SH	$3.3K 3.25%	40.90K
SCHWAB FUNDAMNTL INTRNL EQT ETFSOLE	UIT EXCHANGE TRADED	69.79K	SH	$3.2K 3.13%	69.79K
FIRST TRUST SMID CAP RISING DIVI ETFSOLE	UIT EXCHANGE TRADED	59.69K	SH	$2.3K 2.27%	59.69K
JPMORGAN BETABUILDERS MSCI US REIT ESOLE	UIT EXCHANGE TRADED	24.41K	SH	$2.3K 2.24%	24.41K
VGRD FTSE ALL WRLD EX USSML CAP ETFSOLE	UIT EXCHANGE TRADED	11.10K	SH	$1.6K 1.58%	11.10K
VANGUARD FTSE ALL WORLD EX US ETFSOLE	UIT EXCHANGE TRADED	19.96K	SH	$1.5K 1.46%	19.96K
FRST TRT LOW DTN OPNTS ETF IVSOLE	UIT EXCHANGE TRADED	29.37K	SH	$1.5K 1.46%	29.37K
APPLE INCSOLE	COMMON STOCK	4.26K	SH	$1.2K 1.15%	4.26K
NVIDIA CORPSOLE	COMMON STOCK	6.20K	SH	$1.2K 1.15%	6.20K
VANGUARD SHORT TERM TREASURY ETFSOLE	UIT EXCHANGE TRADED	19.39K	SH	$1.1K 1.13%	19.39K
SCHWAB US TIPS ETFSOLE	UIT EXCHANGE TRADED	41.58K	SH	$1.1K 1.09%	41.58K
COLUMBIA EM CORE EX-CHINA ETFSOLE	UIT EXCHANGE TRADED	27.12K	SH	$1.0K 1.03%	27.12K
TESLA INCSOLE	COMMON STOCK	1.96K	SH	$879.00 0.87%	1.96K
VANGUARD TOTAL STOCK MARKET ETFSOLE	UIT EXCHANGE TRADED	2.25K	SH	$756.00 0.75%	2.25K
SPDR S&P 500 ETFSOLE	UIT EXCHANGE TRADED	1.01K	SH	$691.00 0.69%	1.01K
FIDELITY EMERG MARKT MULTIFACT ETFSOLE	UIT EXCHANGE TRADED	22.25K	SH	$687.00 0.68%	22.25K
CARVANA CO CLASS ASOLE	COMMON STOCK	1.52K	SH	$640.00 0.63%	1.52K
WALMART INCSOLE	COMMON STOCK	5.70K	SH	$635.00 0.63%	5.70K

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