IFG ADVISORS, LLC

Filed: 4/9/2026ACC: 0001783412-26-000004

📋 What this filing means

IFG ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $610.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

149

Positions

$610.60M

Total AUM (reported)

4.51M

Total Shares

Allocation by class

TR UNIT$78.33M12.8%

COM$69.97M11.5%

S&P 500 ETF SHS$61.73M10.1%

MSCI EAFE ETF$47.52M7.8%

CORE S&P SCP ETF$45.64M7.5%

UNIT SER 1$37.32M6.1%

NASDAQ 100 ETF$29.15M4.8%

Portfolio Concentration

Top 3$187.58M30.7%

4–10$191.49M31.4%

11–25$121.53M19.9%

Rest$110.00M18.0%

Top 3 weight

30.7%

Top 10 weight

62.1%

Voting Authority Distribution

Total shares with voting rights: 4.51M

Sole

Full voting authority

153.00

% of voting shares0.0%

Shared

Joint voting authority

153.00

% of voting shares0.0%

None

No voting authority

4.51M

% of voting shares100.0%

Investment Discretion (by position count)

Sole149

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings149

Rows:

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares120.44K

TypeSH

Market value$78.33M

12.83%

Sole

0.00

Shared

0.00

None

120.44K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares103.30K

TypeSH

Market value$61.73M

10.11%

Sole

0.00

Shared

0.00

None

103.30K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares489.27K

TypeSH

Market value$47.52M

7.78%

Sole

87.00

Shared

87.00

None

489.18K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares367.12K

TypeSH

Market value$45.64M

7.47%

Sole

0.00

Shared

0.00

None

367.12K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares64.66K

TypeSH

Market value$37.32M

6.11%

Sole

0.00

Shared

0.00

None

64.66K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares122.66K

TypeSH

Market value$29.15M

4.77%

Sole

0.00

Shared

0.00

None

122.66K

STATE STR SPDR S&P MIDCAP 40

SOLE

UTSER1 S&PDCRP

Shares44.27K

TypeSH

Market value$27.31M

4.47%

Sole

0.00

Shared

0.00

None

44.27K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares299.13K

TypeSH

Market value$20.20M

3.31%

Sole

0.00

Shared

0.00

None

299.13K

APPLE INC

SOLE

COM

Shares68.31K

TypeSH

Market value$17.34M

2.84%

Sole

0.00

Shared

0.00

None

68.31K

ISHARES TR

SOLE

SELECT US REIT

Shares234.98K

TypeSH

Market value$14.54M

2.38%

Sole

0.00

Shared

0.00

None

234.98K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares227.45K

TypeSH

Market value$12.29M

2.01%

Sole

0.00

Shared

0.00

None

227.45K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares190.82K

TypeSH

Market value$12.23M

2.00%

Sole

0.00

Shared

0.00

None

190.82K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares70.41K

TypeSH

Market value$10.27M

1.68%

Sole

0.00

Shared

0.00

None

70.41K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares127.05K

TypeSH

Market value$9.96M

1.63%

Sole

0.00

Shared

0.00

None

127.05K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares66.51K

TypeSH

Market value$9.85M

1.61%

Sole

0.00

Shared

0.00

None

66.51K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares123.09K

TypeSH

Market value$9.50M

1.56%

Sole

0.00

Shared

0.00

None

123.09K

ISHARES TR

SOLE

SELECT DIVID ETF

Shares61.20K

TypeSH

Market value$9.27M

1.52%

Sole

0.00

Shared

0.00

None

61.20K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares105.48K

TypeSH

Market value$8.27M

1.35%

Sole

0.00

Shared

0.00

None

105.48K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares177.64K

TypeSH

Market value$6.90M

1.13%

Sole

0.00

Shared

0.00

None

177.64K

CINTAS CORP

SOLE

COM

Shares39.12K

TypeSH

Market value$6.62M

1.08%

Sole

0.00

Shared

0.00

None

39.12K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares71.22K

TypeSH

Market value$6.32M

1.03%

Sole

0.00

Shared

0.00

None

71.22K

NVIDIA CORPORATION

SOLE

COM

Shares31.90K

TypeSH

Market value$5.56M

0.91%

Sole

0.00

Shared

0.00

None

31.90K

STATE STR SPDR DOW JONES IND

SOLE

UT SER 1

Shares11.79K

TypeSH

Market value$5.46M

0.89%

Sole

0.00

Shared

0.00

None

11.79K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares18.41K

TypeSH

Market value$4.82M

0.79%

Sole

0.00

Shared

0.00

None

18.41K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares52.93K

TypeSH

Market value$4.21M

0.69%

Sole

0.00

Shared

0.00

None

52.93K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	120.44K	SH	$78.33M 12.83%	0.00	0.00	120.44K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	103.30K	SH	$61.73M 10.11%	0.00	0.00	103.30K
ISHARES TRSOLE	MSCI EAFE ETF	489.27K	SH	$47.52M 7.78%	87.00	87.00	489.18K
ISHARES TRSOLE	CORE S&P SCP ETF	367.12K	SH	$45.64M 7.47%	0.00	0.00	367.12K
INVESCO QQQ TRSOLE	UNIT SER 1	64.66K	SH	$37.32M 6.11%	0.00	0.00	64.66K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	122.66K	SH	$29.15M 4.77%	0.00	0.00	122.66K
STATE STR SPDR S&P MIDCAP 40SOLE	UTSER1 S&PDCRP	44.27K	SH	$27.31M 4.47%	0.00	0.00	44.27K
ISHARES TRSOLE	CORE S&P MCP ETF	299.13K	SH	$20.20M 3.31%	0.00	0.00	299.13K
APPLE INCSOLE	COM	68.31K	SH	$17.34M 2.84%	0.00	0.00	68.31K
ISHARES TRSOLE	SELECT US REIT	234.98K	SH	$14.54M 2.38%	0.00	0.00	234.98K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	227.45K	SH	$12.29M 2.01%	0.00	0.00	227.45K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	190.82K	SH	$12.23M 2.00%	0.00	0.00	190.82K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	70.41K	SH	$10.27M 1.68%	0.00	0.00	70.41K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	127.05K	SH	$9.96M 1.63%	0.00	0.00	127.05K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	66.51K	SH	$9.85M 1.61%	0.00	0.00	66.51K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	123.09K	SH	$9.50M 1.56%	0.00	0.00	123.09K
ISHARES TRSOLE	SELECT DIVID ETF	61.20K	SH	$9.27M 1.52%	0.00	0.00	61.20K
ISHARES TRSOLE	EAFE SML CP ETF	105.48K	SH	$8.27M 1.35%	0.00	0.00	105.48K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	177.64K	SH	$6.90M 1.13%	0.00	0.00	177.64K
CINTAS CORPSOLE	COM	39.12K	SH	$6.62M 1.08%	0.00	0.00	39.12K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	71.22K	SH	$6.32M 1.03%	0.00	0.00	71.22K
NVIDIA CORPORATIONSOLE	COM	31.90K	SH	$5.56M 0.91%	0.00	0.00	31.90K
STATE STR SPDR DOW JONES INDSOLE	UT SER 1	11.79K	SH	$5.46M 0.89%	0.00	0.00	11.79K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	18.41K	SH	$4.82M 0.79%	0.00	0.00	18.41K
ISHARES TRSOLE	IBOXX HI YD ETF	52.93K	SH	$4.21M 0.69%	0.00	0.00	52.93K

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