Filed: 2/6/2026ACC: 0001641866-26-000001
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 4899 equity positions with a total reported market value of $4.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4899
Positions
$4.45B
Total AUM (reported)
63.22M
Total Shares
Allocation by class
CS$2.97B66.6%
MC$1.46B32.8%
MF$21.38M0.5%
RE$4.79M0.1%
1L$530.1K0.0%
CP$296.3K0.0%
CV$14.5K0.0%
Portfolio Concentration
Top 3$282.76M6.3%
4–10$408.68M9.2%
11–25$490.89M11.0%
Rest$3.27B73.5%
Top 3 weight
6.3%
Top 10 weight
15.5%
Voting Authority Distribution
Total shares with voting rights: 63.22M
Sole
Full voting authority
63.22M
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)
Sole4899
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4899
Rows:
APPLE INC
SOLEShares432.77K
TypeSH
Market value$117.65M
2.64%
Sole
432.77K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares539.52K
TypeSH
Market value$100.62M
2.26%
Sole
539.52K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares94.57K
TypeSH
Market value$64.49M
1.45%
Sole
94.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares273.68K
TypeSH
Market value$63.17M
1.42%
Sole
273.68K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares127.12K
TypeSH
Market value$62.02M
1.39%
Sole
127.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares192.04K
TypeSH
Market value$60.26M
1.35%
Sole
192.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares123.58K
TypeSH
Market value$59.77M
1.34%
Sole
123.58K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares96.49K
TypeSH
Market value$59.27M
1.33%
Sole
96.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares468.36K
TypeSH
Market value$57.73M
1.30%
Sole
468.36K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares572.34K
TypeSH
Market value$46.46M
1.04%
Sole
572.34K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares551.44K
TypeSH
Market value$44.24M
0.99%
Sole
551.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares140.54K
TypeSH
Market value$43.99M
0.99%
Sole
140.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares480.68K
TypeSH
Market value$41.90M
0.94%
Sole
480.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.12K
TypeSH
Market value$36.05M
0.81%
Sole
105.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.72K
TypeSH
Market value$35.42M
0.80%
Sole
51.72K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares794.59K
TypeSH
Market value$35.29M
0.79%
Sole
794.59K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares390.54K
TypeSH
Market value$34.93M
0.78%
Sole
390.54K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.40K
TypeSH
Market value$34.12M
0.77%
Sole
54.40K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares936.14K
TypeSH
Market value$30.54M
0.69%
Sole
936.14K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares145.12K
TypeSH
Market value$27.80M
0.62%
Sole
145.12K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares39.75K
TypeSH
Market value$26.24M
0.59%
Sole
39.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares266.93K
TypeSH
Market value$25.67M
0.58%
Sole
266.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.90K
TypeSH
Market value$25.08M
0.56%
Sole
49.90K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares173.55K
TypeSH
Market value$24.91M
0.56%
Sole
173.55K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares32.81K
TypeSH
Market value$24.73M
0.56%
Sole
32.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 432.77K | SH | $117.65M 2.64% | 432.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 539.52K | SH | $100.62M 2.26% | 539.52K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | cs | 94.57K | SH | $64.49M 1.45% | 94.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 273.68K | SH | $63.17M 1.42% | 273.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 127.12K | SH | $62.02M 1.39% | 127.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 192.04K | SH | $60.26M 1.35% | 192.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 123.58K | SH | $59.77M 1.34% | 123.58K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 96.49K | SH | $59.27M 1.33% | 96.49K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 468.36K | SH | $57.73M 1.30% | 468.36K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 572.34K | SH | $46.46M 1.04% | 572.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 551.44K | SH | $44.24M 0.99% | 551.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 140.54K | SH | $43.99M 0.99% | 140.54K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 480.68K | SH | $41.90M 0.94% | 480.68K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 105.12K | SH | $36.05M 0.81% | 105.12K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 51.72K | SH | $35.42M 0.80% | 51.72K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 794.59K | SH | $35.29M 0.79% | 794.59K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 390.54K | SH | $34.93M 0.78% | 390.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 54.40K | SH | $34.12M 0.77% | 54.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 936.14K | SH | $30.54M 0.69% | 936.14K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 145.12K | SH | $27.80M 0.62% | 145.12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | cs | 39.75K | SH | $26.24M 0.59% | 39.75K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 266.93K | SH | $25.67M 0.58% | 266.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 49.90K | SH | $25.08M 0.56% | 49.90K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | cs | 173.55K | SH | $24.91M 0.56% | 173.55K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | cs | 32.81K | SH | $24.73M 0.56% | 32.81K | 0.00 | 0.00 |
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