IFG ADVISORS, LLC

Filed: 11/6/2025ACC: 0001783412-25-000005

📋 What this filing means

IFG ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $612.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

150

Positions

$612.93M

Total AUM (reported)

4.41M

Total Shares

Allocation by class

COM$99.42M16.2%

TR UNIT$77.38M12.6%

S&P 500 ETF SHS$54.17M8.8%

MSCI EAFE ETF$43.56M7.1%

CORE S&P SCP ETF$41.95M6.8%

UNIT SER 1$40.23M6.6%

NASDAQ 100 ETF$28.76M4.7%

Portfolio Concentration

Top 3$175.11M28.6%

4–10$210.76M34.4%

11–25$125.70M20.5%

Rest$101.36M16.5%

Top 3 weight

28.6%

Top 10 weight

63.0%

Voting Authority Distribution

Total shares with voting rights: 4.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.41M

% of voting shares100.0%

Investment Discretion (by position count)

Sole150

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings150

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares116.16K

TypeSH

Market value$77.38M

12.63%

Sole

0.00

Shared

0.00

None

116.16K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares88.46K

TypeSH

Market value$54.17M

8.84%

Sole

0.00

Shared

0.00

None

88.46K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares466.53K

TypeSH

Market value$43.56M

7.11%

Sole

0.00

Shared

0.00

None

466.53K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares353.03K

TypeSH

Market value$41.95M

6.84%

Sole

0.00

Shared

0.00

None

353.03K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares67.01K

TypeSH

Market value$40.23M

6.56%

Sole

0.00

Shared

0.00

None

67.01K

CINTAS CORP

SOLE

COM

Shares181.20K

TypeSH

Market value$37.19M

6.07%

Sole

0.00

Shared

0.00

None

181.20K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares116.37K

TypeSH

Market value$28.76M

4.69%

Sole

0.00

Shared

0.00

None

116.37K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares46.72K

TypeSH

Market value$27.85M

4.54%

Sole

0.00

Shared

0.00

None

46.72K

APPLE INC

SOLE

COM

Shares68.79K

TypeSH

Market value$17.52M

2.86%

Sole

0.00

Shared

0.00

None

68.79K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares264.58K

TypeSH

Market value$17.27M

2.82%

Sole

0.00

Shared

0.00

None

264.58K

ISHARES TR

SOLE

SELECT DIVID ETF

Shares112.91K

TypeSH

Market value$16.04M

2.62%

Sole

0.00

Shared

0.00

None

112.91K

ISHARES TR

SOLE

SELECT US REIT

Shares229.60K

TypeSH

Market value$14.15M

2.31%

Sole

0.00

Shared

0.00

None

229.60K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares217.45K

TypeSH

Market value$11.78M

1.92%

Sole

0.00

Shared

0.00

None

217.45K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares194.38K

TypeSH

Market value$11.65M

1.90%

Sole

0.00

Shared

0.00

None

194.38K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares133.08K

TypeSH

Market value$10.50M

1.71%

Sole

0.00

Shared

0.00

None

133.08K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares71.18K

TypeSH

Market value$10.15M

1.66%

Sole

0.00

Shared

0.00

None

71.18K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares102.04K

TypeSH

Market value$7.97M

1.30%

Sole

0.00

Shared

0.00

None

102.04K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares94.31K

TypeSH

Market value$7.24M

1.18%

Sole

0.00

Shared

0.00

None

94.31K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares184.98K

TypeSH

Market value$7.13M

1.16%

Sole

0.00

Shared

0.00

None

184.98K

NVIDIA CORPORATION

SOLE

COM

Shares31.18K

TypeSH

Market value$5.82M

0.95%

Sole

0.00

Shared

0.00

None

31.18K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares12.31K

TypeSH

Market value$5.71M

0.93%

Sole

0.00

Shared

0.00

None

12.31K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares57.76K

TypeSH

Market value$5.28M

0.86%

Sole

0.00

Shared

0.00

None

57.76K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares17.87K

TypeSH

Market value$4.54M

0.74%

Sole

0.00

Shared

0.00

None

17.87K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares54.96K

TypeSH

Market value$4.46M

0.73%

Sole

0.00

Shared

0.00

None

54.96K

MICROSOFT CORP

SOLE

COM

Shares6.34K

TypeSH

Market value$3.28M

0.54%

Sole

0.00

Shared

0.00

None

6.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	116.16K	SH	$77.38M 12.63%	116.16K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	88.46K	SH	$54.17M 8.84%	88.46K
ISHARES TRSOLE	MSCI EAFE ETF	466.53K	SH	$43.56M 7.11%	466.53K
ISHARES TRSOLE	CORE S&P SCP ETF	353.03K	SH	$41.95M 6.84%	353.03K
INVESCO QQQ TRSOLE	UNIT SER 1	67.01K	SH	$40.23M 6.56%	67.01K
CINTAS CORPSOLE	COM	181.20K	SH	$37.19M 6.07%	181.20K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	116.37K	SH	$28.76M 4.69%	116.37K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	46.72K	SH	$27.85M 4.54%	46.72K
APPLE INCSOLE	COM	68.79K	SH	$17.52M 2.86%	68.79K
ISHARES TRSOLE	CORE S&P MCP ETF	264.58K	SH	$17.27M 2.82%	264.58K
ISHARES TRSOLE	SELECT DIVID ETF	112.91K	SH	$16.04M 2.62%	112.91K
ISHARES TRSOLE	SELECT US REIT	229.60K	SH	$14.15M 2.31%	229.60K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	217.45K	SH	$11.78M 1.92%	217.45K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	194.38K	SH	$11.65M 1.90%	194.38K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	133.08K	SH	$10.50M 1.71%	133.08K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	71.18K	SH	$10.15M 1.66%	71.18K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	102.04K	SH	$7.97M 1.30%	102.04K
ISHARES TRSOLE	EAFE SML CP ETF	94.31K	SH	$7.24M 1.18%	94.31K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	184.98K	SH	$7.13M 1.16%	184.98K
NVIDIA CORPORATIONSOLE	COM	31.18K	SH	$5.82M 0.95%	31.18K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	12.31K	SH	$5.71M 0.93%	12.31K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	57.76K	SH	$5.28M 0.86%	57.76K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	17.87K	SH	$4.54M 0.74%	17.87K
ISHARES TRSOLE	IBOXX HI YD ETF	54.96K	SH	$4.46M 0.73%	54.96K
MICROSOFT CORPSOLE	COM	6.34K	SH	$3.28M 0.54%	6.34K

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