Filed: 7/24/2025ACC: 0001641866-25-000009
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 4929 equity positions with a total reported market value of $3.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4929
Positions
$3.52B
Total AUM (reported)
54.32M
Total Shares
Allocation by class
CS$2.27B64.5%
MC$1.23B35.0%
MF$14.39M0.4%
RE$2.98M0.1%
1L$269.7K0.0%
CP$234.4K0.0%
CB$8.7K0.0%
Portfolio Concentration
Top 3$201.99M5.7%
4–10$306.50M8.7%
11–25$392.20M11.2%
Rest$2.62B74.4%
Top 3 weight
5.7%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 54.32M
Sole
Full voting authority
54.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4929
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4929
Rows:
APPLE INC
SOLEShares432.46K
TypeSH
Market value$88.74M
2.52%
Sole
432.46K
Shared
0.00
None
0.00
NVIDI A CORPORATION
SOLEShares379.49K
TypeSH
Market value$59.96M
1.70%
Sole
379.49K
Shared
0.00
None
0.00
SPDR S&P
SOLEShares86.25K
TypeSH
Market value$53.29M
1.52%
Sole
86.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares101.74K
TypeSH
Market value$50.63M
1.44%
Sole
101.74K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares90.34K
TypeSH
Market value$49.85M
1.42%
Sole
90.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares113.28K
TypeSH
Market value$49.69M
1.41%
Sole
113.28K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED
SOLEShares756.99K
TypeSH
Market value$45.32M
1.29%
Sole
756.99K
Shared
0.00
None
0.00
SPDR SERIES TRUST PORTFOLIO S&P500
SOLEShares561.43K
TypeSH
Market value$40.81M
1.16%
Sole
561.43K
Shared
0.00
None
0.00
AMAZON
SOLEShares163.46K
TypeSH
Market value$35.86M
1.02%
Sole
163.46K
Shared
0.00
None
0.00
I
SOLEShares550.54K
TypeSH
Market value$34.33M
0.98%
Sole
550.54K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares398.18K
TypeSH
Market value$33.34M
0.95%
Sole
398.18K
Shared
0.00
None
0.00
I
SOLEShares51.85K
TypeSH
Market value$32.19M
0.92%
Sole
51.85K
Shared
0.00
None
0.00
SPDR INDEX
SOLEShares783.62K
TypeSH
Market value$31.73M
0.90%
Sole
783.62K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED
SOLEShares163.41K
TypeSH
Market value$29.70M
0.84%
Sole
163.41K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares948.15K
TypeSH
Market value$27.70M
0.79%
Sole
948.15K
Shared
0.00
None
0.00
I
SOLEShares240.33K
TypeSH
Market value$26.46M
0.75%
Sole
240.33K
Shared
0.00
None
0.00
I
SOLEShares84.46K
TypeSH
Market value$25.71M
0.73%
Sole
84.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.06K
TypeSH
Market value$23.84M
0.68%
Sole
49.06K
Shared
0.00
None
0.00
I
SOLEShares130.41K
TypeSH
Market value$23.84M
0.68%
Sole
130.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF
SOLEShares41.89K
TypeSH
Market value$23.79M
0.68%
Sole
41.89K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED
SOLEShares948.61K
TypeSH
Market value$23.61M
0.67%
Sole
948.61K
Shared
0.00
None
0.00
I
SOLEShares258.51K
TypeSH
Market value$23.11M
0.66%
Sole
258.51K
Shared
0.00
None
0.00
MET A PLATFORMS INC
SOLEShares31.07K
TypeSH
Market value$23.01M
0.65%
Sole
31.07K
Shared
0.00
None
0.00
VANGUARD WORLD
SOLEShares33.33K
TypeSH
Market value$22.15M
0.63%
Sole
33.33K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares784.72K
TypeSH
Market value$22.01M
0.63%
Sole
784.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 432.46K | SH | $88.74M 2.52% | 432.46K | 0.00 | 0.00 |
NVIDI A CORPORATIONSOLE | cs | 379.49K | SH | $59.96M 1.70% | 379.49K | 0.00 | 0.00 |
SPDR S&PSOLE | cs | 86.25K | SH | $53.29M 1.52% | 86.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 101.74K | SH | $50.63M 1.44% | 101.74K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 90.34K | SH | $49.85M 1.42% | 90.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 113.28K | SH | $49.69M 1.41% | 113.28K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADEDSOLE | mc | 756.99K | SH | $45.32M 1.29% | 756.99K | 0.00 | 0.00 |
SPDR SERIES TRUST PORTFOLIO S&P500SOLE | cs | 561.43K | SH | $40.81M 1.16% | 561.43K | 0.00 | 0.00 |
AMAZONSOLE | cs | 163.46K | SH | $35.86M 1.02% | 163.46K | 0.00 | 0.00 |
ISOLE | mc | 550.54K | SH | $34.33M 0.98% | 550.54K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 398.18K | SH | $33.34M 0.95% | 398.18K | 0.00 | 0.00 |
ISOLE | cs | 51.85K | SH | $32.19M 0.92% | 51.85K | 0.00 | 0.00 |
SPDR INDEXSOLE | cs | 783.62K | SH | $31.73M 0.90% | 783.62K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADEDSOLE | mc | 163.41K | SH | $29.70M 0.84% | 163.41K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 948.15K | SH | $27.70M 0.79% | 948.15K | 0.00 | 0.00 |
ISOLE | cs | 240.33K | SH | $26.46M 0.75% | 240.33K | 0.00 | 0.00 |
ISOLE | cs | 84.46K | SH | $25.71M 0.73% | 84.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 49.06K | SH | $23.84M 0.68% | 49.06K | 0.00 | 0.00 |
ISOLE | mc | 130.41K | SH | $23.84M 0.68% | 130.41K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETFSOLE | mc | 41.89K | SH | $23.79M 0.68% | 41.89K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADEDSOLE | mc | 948.61K | SH | $23.61M 0.67% | 948.61K | 0.00 | 0.00 |
ISOLE | cs | 258.51K | SH | $23.11M 0.66% | 258.51K | 0.00 | 0.00 |
MET A PLATFORMS INCSOLE | cs | 31.07K | SH | $23.01M 0.65% | 31.07K | 0.00 | 0.00 |
VANGUARD WORLDSOLE | cs | 33.33K | SH | $22.15M 0.63% | 33.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 784.72K | SH | $22.01M 0.63% | 784.72K | 0.00 | 0.00 |
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