Filed: 12/2/2025ACC: 0001641866-25-000016
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 5107 equity positions with a total reported market value of $3.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5107
Positions
$3.88B
Total AUM (reported)
55.81M
Total Shares
Allocation by class
CS$2.51B64.8%
MC$1.34B34.6%
MF$17.73M0.5%
RE$3.34M0.1%
1L$622.3K0.0%
CP$246.0K0.0%
CV$14.4K0.0%
Portfolio Concentration
Top 3$234.88M6.1%
4–10$342.16M8.8%
11–25$438.18M11.3%
Rest$2.86B73.8%
Top 3 weight
6.1%
Top 10 weight
14.9%
Voting Authority Distribution
Total shares with voting rights: 55.81M
Sole
Full voting authority
55.81M
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)
Sole5107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5107
Rows:
APPLE INC
SOLEShares409.11K
TypeSH
Market value$104.18M
2.69%
Sole
409.11K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares374.13K
TypeSH
Market value$69.81M
1.80%
Sole
374.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS GROWTH ETF
SOLEShares126.90K
TypeSH
Market value$60.89M
1.57%
Sole
126.90K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR
SOLEShares88.81K
TypeSH
Market value$59.17M
1.53%
Sole
88.81K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares93.09K
TypeSH
Market value$55.90M
1.44%
Sole
93.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares107.73K
TypeSH
Market value$55.82M
1.44%
Sole
107.73K
Shared
0.00
None
0.00
ISHARES TR S&P 500 GRWT ETF
SOLEShares405.03K
TypeSH
Market value$48.90M
1.26%
Sole
405.03K
Shared
0.00
None
0.00
SPDR SERIES TRUST PORTFOLIO S&P500
SOLEShares572.86K
TypeSH
Market value$44.88M
1.16%
Sole
572.86K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW
SOLEShares566.96K
TypeSH
Market value$41.26M
1.06%
Sole
566.96K
Shared
0.00
None
0.00
AMAZON
SOLEShares165.06K
TypeSH
Market value$36.24M
0.93%
Sole
165.06K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares54.10K
TypeSH
Market value$36.21M
0.93%
Sole
54.10K
Shared
0.00
None
0.00
ISHARES TR S&P 100 ETF
SOLEShares106.75K
TypeSH
Market value$35.53M
0.92%
Sole
106.75K
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares398.47K
TypeSH
Market value$35.45M
0.91%
Sole
398.47K
Shared
0.00
None
0.00
SPDR INDEX
SOLEShares805.28K
TypeSH
Market value$34.46M
0.89%
Sole
805.28K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF
SOLEShares53.60K
TypeSH
Market value$32.82M
0.85%
Sole
53.60K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT
SOLEShares170.16K
TypeSH
Market value$32.28M
0.83%
Sole
170.16K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares128.86K
TypeSH
Market value$31.33M
0.81%
Sole
128.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US LCAP GR ETF
SOLEShares949.14K
TypeSH
Market value$30.29M
0.78%
Sole
949.14K
Shared
0.00
None
0.00
ISHARES TR CORE S&P TTL STK
SOLEShares182.58K
TypeSH
Market value$26.59M
0.69%
Sole
182.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.52K
TypeSH
Market value$24.90M
0.64%
Sole
49.52K
Shared
0.00
None
0.00
VANGUARD WORLD FD INF TECH ETF
SOLEShares33.12K
TypeSH
Market value$24.78M
0.64%
Sole
33.12K
Shared
0.00
None
0.00
ISHARES TR US AER DEF ETF
SOLEShares114.19K
TypeSH
Market value$23.90M
0.62%
Sole
114.19K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares165.74K
TypeSH
Market value$23.36M
0.60%
Sole
165.74K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US MID-CAP ETF
SOLEShares782.91K
TypeSH
Market value$23.21M
0.60%
Sole
782.91K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares31.39K
TypeSH
Market value$23.07M
0.59%
Sole
31.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 409.11K | SH | $104.18M 2.69% | 409.11K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 374.13K | SH | $69.81M 1.80% | 374.13K | 0.00 | 0.00 |
VANGUARD INDEX FDS GROWTH ETFSOLE | cs | 126.90K | SH | $60.89M 1.57% | 126.90K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TRSOLE | cs | 88.81K | SH | $59.17M 1.53% | 88.81K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 93.09K | SH | $55.90M 1.44% | 93.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 107.73K | SH | $55.82M 1.44% | 107.73K | 0.00 | 0.00 |
ISHARES TR S&P 500 GRWT ETFSOLE | cs | 405.03K | SH | $48.90M 1.26% | 405.03K | 0.00 | 0.00 |
SPDR SERIES TRUST PORTFOLIO S&P500SOLE | cs | 572.86K | SH | $44.88M 1.16% | 572.86K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEWSOLE | mc | 566.96K | SH | $41.26M 1.06% | 566.96K | 0.00 | 0.00 |
AMAZONSOLE | cs | 165.06K | SH | $36.24M 0.93% | 165.06K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | cs | 54.10K | SH | $36.21M 0.93% | 54.10K | 0.00 | 0.00 |
ISHARES TR S&P 100 ETFSOLE | cs | 106.75K | SH | $35.53M 0.92% | 106.75K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | mc | 398.47K | SH | $35.45M 0.91% | 398.47K | 0.00 | 0.00 |
SPDR INDEXSOLE | cs | 805.28K | SH | $34.46M 0.89% | 805.28K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETFSOLE | mc | 53.60K | SH | $32.82M 0.85% | 53.60K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTSOLE | mc | 170.16K | SH | $32.28M 0.83% | 170.16K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | cs | 128.86K | SH | $31.33M 0.81% | 128.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US LCAP GR ETFSOLE | cs | 949.14K | SH | $30.29M 0.78% | 949.14K | 0.00 | 0.00 |
ISHARES TR CORE S&P TTL STKSOLE | cs | 182.58K | SH | $26.59M 0.69% | 182.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 49.52K | SH | $24.90M 0.64% | 49.52K | 0.00 | 0.00 |
VANGUARD WORLD FD INF TECH ETFSOLE | cs | 33.12K | SH | $24.78M 0.64% | 33.12K | 0.00 | 0.00 |
ISHARES TR US AER DEF ETFSOLE | cs | 114.19K | SH | $23.90M 0.62% | 114.19K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | cs | 165.74K | SH | $23.36M 0.60% | 165.74K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US MID-CAP ETFSOLE | mc | 782.91K | SH | $23.21M 0.60% | 782.91K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | cs | 31.39K | SH | $23.07M 0.59% | 31.39K | 0.00 | 0.00 |
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