Filed: 7/20/2026ACC: 0001641866-26-000004
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 5147 equity positions with a total reported market value of $5.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5147
Positions
$5.54B
Total AUM (reported)
75.22M
Total Shares
Allocation by class
CS$3.69B66.7%
MC$1.81B32.8%
MF$18.26M0.3%
RE$9.35M0.2%
1L$526.5K0.0%
CP$390.9K0.0%
CV$14.9K0.0%
Portfolio Concentration
Top 3$353.14M6.4%
4–10$449.12M8.1%
11–25$589.95M10.7%
Rest$4.15B74.9%
Top 3 weight
6.4%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 75.22M
Sole
Full voting authority
75.22M
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)
Sole5147
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5147
Rows:
APPLE INC
SOLEShares484.96K
TypeSH
Market value$140.33M
2.53%
Sole
484.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares663.78K
TypeSH
Market value$132.82M
2.40%
Sole
663.78K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares108.64K
TypeSH
Market value$80.00M
1.44%
Sole
108.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares328.24K
TypeSH
Market value$78.23M
1.41%
Sole
328.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares180.46K
TypeSH
Market value$67.32M
1.22%
Sole
180.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares188.04K
TypeSH
Market value$66.44M
1.20%
Sole
188.04K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares742.98K
TypeSH
Market value$64.00M
1.16%
Sole
742.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares168.26K
TypeSH
Market value$60.13M
1.09%
Sole
168.26K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares76.83K
TypeSH
Market value$57.38M
1.04%
Sole
76.83K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares632.89K
TypeSH
Market value$55.62M
1.00%
Sole
632.89K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares80.46K
TypeSH
Market value$46.74M
0.84%
Sole
80.46K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares915.99K
TypeSH
Market value$46.16M
0.83%
Sole
915.99K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares64.34K
TypeSH
Market value$44.19M
0.80%
Sole
64.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares467.03K
TypeSH
Market value$44.17M
0.80%
Sole
467.03K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares555.14K
TypeSH
Market value$41.92M
0.76%
Sole
555.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.26K
TypeSH
Market value$40.64M
0.73%
Sole
54.26K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares116.37K
TypeSH
Market value$39.68M
0.72%
Sole
116.37K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares406.97K
TypeSH
Market value$38.91M
0.70%
Sole
406.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares446.71K
TypeSH
Market value$38.60M
0.70%
Sole
446.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares727.41K
TypeSH
Market value$38.12M
0.69%
Sole
727.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares269.98K
TypeSH
Market value$37.13M
0.67%
Sole
269.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares148.74K
TypeSH
Market value$33.77M
0.61%
Sole
148.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.22M
TypeSH
Market value$33.42M
0.60%
Sole
1.22M
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares156.52K
TypeSH
Market value$33.30M
0.60%
Sole
156.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares87.89K
TypeSH
Market value$33.20M
0.60%
Sole
87.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 484.96K | SH | $140.33M 2.53% | 484.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 663.78K | SH | $132.82M 2.40% | 663.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 108.64K | SH | $80.00M 1.44% | 108.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 328.24K | SH | $78.23M 1.41% | 328.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 180.46K | SH | $67.32M 1.22% | 180.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 188.04K | SH | $66.44M 1.20% | 188.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 742.98K | SH | $64.00M 1.16% | 742.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 168.26K | SH | $60.13M 1.09% | 168.26K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 76.83K | SH | $57.38M 1.04% | 76.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 632.89K | SH | $55.62M 1.00% | 632.89K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | cs | 80.46K | SH | $46.74M 0.84% | 80.46K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 915.99K | SH | $46.16M 0.83% | 915.99K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 64.34K | SH | $44.19M 0.80% | 64.34K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 467.03K | SH | $44.17M 0.80% | 467.03K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 555.14K | SH | $41.92M 0.76% | 555.14K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 54.26K | SH | $40.64M 0.73% | 54.26K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | cs | 116.37K | SH | $39.68M 0.72% | 116.37K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 406.97K | SH | $38.91M 0.70% | 406.97K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 446.71K | SH | $38.60M 0.70% | 446.71K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 727.41K | SH | $38.12M 0.69% | 727.41K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 269.98K | SH | $37.13M 0.67% | 269.98K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 148.74K | SH | $33.77M 0.61% | 148.74K | 0.00 | 0.00 |
ISHARES TRSOLE | mc | 1.22M | SH | $33.42M 0.60% | 1.22M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 156.52K | SH | $33.30M 0.60% | 156.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | cs | 87.89K | SH | $33.20M 0.60% | 87.89K | 0.00 | 0.00 |
Page 1 of 206
…