IFG ADVISORS, LLC

Filed: 1/13/2026ACC: 0001783412-26-000002

📋 What this filing means

IFG ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $600.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

154

Positions

$600.82M

Total AUM (reported)

4.37M

Total Shares

Allocation by class

TR UNIT$77.04M12.8%

COM$72.38M12.0%

S&P 500 ETF SHS$58.38M9.7%

MSCI EAFE ETF$46.21M7.7%

CORE S&P SCP ETF$43.43M7.2%

UNIT SER 1$39.75M6.6%

NASDAQ 100 ETF$29.49M4.9%

Portfolio Concentration

Top 3$181.63M30.2%

4–10$193.55M32.2%

11–25$120.55M20.1%

Rest$105.09M17.5%

Top 3 weight

30.2%

Top 10 weight

62.4%

Voting Authority Distribution

Total shares with voting rights: 4.37M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

80.00

% of voting shares0.0%

None

No voting authority

4.37M

% of voting shares100.0%

Investment Discretion (by position count)

Sole154

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings154

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares112.98K

TypeSH

Market value$77.04M

12.82%

Sole

0.00

Shared

0.00

None

112.98K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares93.10K

TypeSH

Market value$58.38M

9.72%

Sole

0.00

Shared

0.00

None

93.10K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares481.16K

TypeSH

Market value$46.21M

7.69%

Sole

0.00

Shared

0.00

None

481.16K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares361.38K

TypeSH

Market value$43.43M

7.23%

Sole

0.00

Shared

0.00

None

361.38K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares64.70K

TypeSH

Market value$39.75M

6.62%

Sole

0.00

Shared

0.00

None

64.70K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares116.60K

TypeSH

Market value$29.49M

4.91%

Sole

0.00

Shared

0.00

None

116.60K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares45.62K

TypeSH

Market value$27.52M

4.58%

Sole

0.00

Shared

0.00

None

45.62K

APPLE INC

SOLE

COM

Shares68.27K

TypeSH

Market value$18.56M

3.09%

Sole

0.00

Shared

0.00

None

68.27K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares280.39K

TypeSH

Market value$18.51M

3.08%

Sole

0.00

Shared

0.00

None

280.39K

ISHARES TR

SOLE

SELECT DIVID ETF

Shares115.41K

TypeSH

Market value$16.29M

2.71%

Sole

0.00

Shared

0.00

None

115.41K

ISHARES TR

SOLE

SELECT US REIT

Shares236.08K

TypeSH

Market value$14.09M

2.34%

Sole

0.00

Shared

0.00

None

236.08K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares195.18K

TypeSH

Market value$12.19M

2.03%

Sole

0.00

Shared

0.00

None

195.18K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares222.75K

TypeSH

Market value$11.98M

1.99%

Sole

0.00

Shared

0.00

None

222.75K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares134.59K

TypeSH

Market value$10.61M

1.77%

Sole

0.00

Shared

0.00

None

134.59K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares71.49K

TypeSH

Market value$10.25M

1.71%

Sole

0.00

Shared

0.00

None

71.49K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares110.01K

TypeSH

Market value$8.57M

1.43%

Sole

0.00

Shared

0.00

None

110.01K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares100.58K

TypeSH

Market value$7.80M

1.30%

Sole

0.00

Shared

0.00

None

100.58K

CINTAS CORP

SOLE

COM

Shares39.11K

TypeSH

Market value$7.36M

1.22%

Sole

0.00

Shared

0.00

None

39.11K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares184.45K

TypeSH

Market value$7.30M

1.22%

Sole

0.00

Shared

0.00

None

184.45K

NVIDIA CORPORATION

SOLE

COM

Shares31.42K

TypeSH

Market value$5.86M

0.98%

Sole

0.00

Shared

0.00

None

31.42K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares12.10K

TypeSH

Market value$5.81M

0.97%

Sole

0.00

Shared

0.00

None

12.10K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares63.79K

TypeSH

Market value$5.65M

0.94%

Sole

0.00

Shared

0.00

None

63.79K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares18.16K

TypeSH

Market value$4.68M

0.78%

Sole

0.00

Shared

0.00

None

18.16K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares54.84K

TypeSH

Market value$4.42M

0.74%

Sole

0.00

Shared

0.00

None

54.84K

ALPHABET INC

SOLE

CAP STK CL A

Shares12.77K

TypeSH

Market value$4.00M

0.67%

Sole

0.00

Shared

0.00

None

12.77K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	112.98K	SH	$77.04M 12.82%	112.98K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	93.10K	SH	$58.38M 9.72%	93.10K
ISHARES TRSOLE	MSCI EAFE ETF	481.16K	SH	$46.21M 7.69%	481.16K
ISHARES TRSOLE	CORE S&P SCP ETF	361.38K	SH	$43.43M 7.23%	361.38K
INVESCO QQQ TRSOLE	UNIT SER 1	64.70K	SH	$39.75M 6.62%	64.70K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	116.60K	SH	$29.49M 4.91%	116.60K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	45.62K	SH	$27.52M 4.58%	45.62K
APPLE INCSOLE	COM	68.27K	SH	$18.56M 3.09%	68.27K
ISHARES TRSOLE	CORE S&P MCP ETF	280.39K	SH	$18.51M 3.08%	280.39K
ISHARES TRSOLE	SELECT DIVID ETF	115.41K	SH	$16.29M 2.71%	115.41K
ISHARES TRSOLE	SELECT US REIT	236.08K	SH	$14.09M 2.34%	236.08K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	195.18K	SH	$12.19M 2.03%	195.18K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	222.75K	SH	$11.98M 1.99%	222.75K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	134.59K	SH	$10.61M 1.77%	134.59K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	71.49K	SH	$10.25M 1.71%	71.49K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	110.01K	SH	$8.57M 1.43%	110.01K
ISHARES TRSOLE	EAFE SML CP ETF	100.58K	SH	$7.80M 1.30%	100.58K
CINTAS CORPSOLE	COM	39.11K	SH	$7.36M 1.22%	39.11K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	184.45K	SH	$7.30M 1.22%	184.45K
NVIDIA CORPORATIONSOLE	COM	31.42K	SH	$5.86M 0.98%	31.42K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	12.10K	SH	$5.81M 0.97%	12.10K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	63.79K	SH	$5.65M 0.94%	63.79K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	18.16K	SH	$4.68M 0.78%	18.16K
ISHARES TRSOLE	IBOXX HI YD ETF	54.84K	SH	$4.42M 0.74%	54.84K
ALPHABET INCSOLE	CAP STK CL A	12.77K	SH	$4.00M 0.67%	12.77K

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