Filed: 4/13/2026ACC: 0001641866-26-000003
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 5032 equity positions with a total reported market value of $4.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5032
Positions
$4.82B
Total AUM (reported)
68.48M
Total Shares
Allocation by class
CS$3.23B67.0%
MC$1.57B32.5%
MF$18.96M0.4%
RE$4.40M0.1%
1L$579.5K0.0%
CP$295.4K0.0%
CV$14.6K0.0%
Portfolio Concentration
Top 3$305.75M6.3%
4–10$395.86M8.2%
11–25$511.01M10.6%
Rest$3.61B74.9%
Top 3 weight
6.3%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 68.48M
Sole
Full voting authority
68.48M
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)
Sole5032
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5032
Rows:
APPLE INC
SOLEShares485.26K
TypeSH
Market value$123.15M
2.55%
Sole
485.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares651.84K
TypeSH
Market value$113.68M
2.36%
Sole
651.84K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares330.87K
TypeSH
Market value$68.91M
1.43%
Sole
330.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares174.80K
TypeSH
Market value$64.71M
1.34%
Sole
174.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares219.62K
TypeSH
Market value$63.00M
1.31%
Sole
219.62K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares88.76K
TypeSH
Market value$57.72M
1.20%
Sole
88.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares131.78K
TypeSH
Market value$57.56M
1.19%
Sole
131.78K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares94.75K
TypeSH
Market value$54.69M
1.13%
Sole
94.75K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares566.85K
TypeSH
Market value$49.97M
1.04%
Sole
566.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares556.11K
TypeSH
Market value$48.21M
1.00%
Sole
556.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares165.77K
TypeSH
Market value$47.67M
0.99%
Sole
165.77K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares539.85K
TypeSH
Market value$41.32M
0.86%
Sole
539.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares343.15K
TypeSH
Market value$38.81M
0.80%
Sole
343.15K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares825.85K
TypeSH
Market value$37.70M
0.78%
Sole
825.85K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares406.72K
TypeSH
Market value$35.73M
0.74%
Sole
406.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.20K
TypeSH
Market value$35.41M
0.73%
Sole
54.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares57.41K
TypeSH
Market value$34.30M
0.71%
Sole
57.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares354.09K
TypeSH
Market value$33.79M
0.70%
Sole
354.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares152.74K
TypeSH
Market value$32.25M
0.67%
Sole
152.74K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares30.88K
TypeSH
Market value$30.77M
0.64%
Sole
30.88K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares157.24K
TypeSH
Market value$30.18M
0.63%
Sole
157.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares94.03K
TypeSH
Market value$29.91M
0.62%
Sole
94.03K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares90.84K
TypeSH
Market value$28.12M
0.58%
Sole
90.84K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares951.49K
TypeSH
Market value$27.72M
0.57%
Sole
951.49K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares161.09K
TypeSH
Market value$27.33M
0.57%
Sole
161.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 485.26K | SH | $123.15M 2.55% | 485.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 651.84K | SH | $113.68M 2.36% | 651.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 330.87K | SH | $68.91M 1.43% | 330.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 174.80K | SH | $64.71M 1.34% | 174.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 219.62K | SH | $63.00M 1.31% | 219.62K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 88.76K | SH | $57.72M 1.20% | 88.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 131.78K | SH | $57.56M 1.19% | 131.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 94.75K | SH | $54.69M 1.13% | 94.75K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 566.85K | SH | $49.97M 1.04% | 566.85K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 556.11K | SH | $48.21M 1.00% | 556.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 165.77K | SH | $47.67M 0.99% | 165.77K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 539.85K | SH | $41.32M 0.86% | 539.85K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 343.15K | SH | $38.81M 0.80% | 343.15K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 825.85K | SH | $37.70M 0.78% | 825.85K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 406.72K | SH | $35.73M 0.74% | 406.72K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 54.20K | SH | $35.41M 0.73% | 54.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 57.41K | SH | $34.30M 0.71% | 57.41K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 354.09K | SH | $33.79M 0.70% | 354.09K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 152.74K | SH | $32.25M 0.67% | 152.74K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | cs | 30.88K | SH | $30.77M 0.64% | 30.88K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 157.24K | SH | $30.18M 0.63% | 157.24K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 94.03K | SH | $29.91M 0.62% | 94.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | cs | 90.84K | SH | $28.12M 0.58% | 90.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 951.49K | SH | $27.72M 0.57% | 951.49K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | cs | 161.09K | SH | $27.33M 0.57% | 161.09K | 0.00 | 0.00 |
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