Filed: 10/16/2026ACC: 0001641866-26-000005
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 5256 equity positions with a total reported market value of $5.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5256
Positions
$5.86B
Total AUM (reported)
80.80M
Total Shares
Allocation by class
CS$3.85B65.7%
MC$1.99B33.9%
MF$18.35M0.3%
RE$5.73M0.1%
1L$540.8K0.0%
CP$513.1K0.0%
CB$9.2K0.0%
Portfolio Concentration
Top 3$400.78M6.8%
4–10$499.27M8.5%
11–25$592.51M10.1%
Rest$4.37B74.5%
Top 3 weight
6.8%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 80.80M
Sole
Full voting authority
80.80M
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)
Sole5256
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5256
Rows:
APPLE INC
SOLEShares465.27K
TypeSH
Market value$154.94M
2.64%
Sole
465.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares662.74K
TypeSH
Market value$151.36M
2.58%
Sole
662.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares184.21K
TypeSH
Market value$94.48M
1.61%
Sole
184.21K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares119.24K
TypeSH
Market value$88.21M
1.51%
Sole
119.24K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares962.54K
TypeSH
Market value$86.73M
1.48%
Sole
962.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares339.39K
TypeSH
Market value$84.56M
1.44%
Sole
339.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares190.69K
TypeSH
Market value$64.98M
1.11%
Sole
190.69K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares78.04K
TypeSH
Market value$59.51M
1.02%
Sole
78.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares168.96K
TypeSH
Market value$58.13M
0.99%
Sole
168.96K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares636.58K
TypeSH
Market value$57.14M
0.98%
Sole
636.58K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares79.62K
TypeSH
Market value$48.71M
0.83%
Sole
79.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares68.29K
TypeSH
Market value$47.86M
0.82%
Sole
68.29K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares915.17K
TypeSH
Market value$45.95M
0.78%
Sole
915.17K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares110.52K
TypeSH
Market value$43.91M
0.75%
Sole
110.52K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares408.97K
TypeSH
Market value$39.77M
0.68%
Sole
408.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.90K
TypeSH
Market value$39.75M
0.68%
Sole
51.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares436.49K
TypeSH
Market value$38.98M
0.67%
Sole
436.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares750.21K
TypeSH
Market value$38.43M
0.66%
Sole
750.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares258.25K
TypeSH
Market value$36.74M
0.63%
Sole
258.25K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares1.54M
TypeSH
Market value$36.52M
0.62%
Sole
1.54M
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares287.05K
TypeSH
Market value$36.07M
0.62%
Sole
287.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares156.32K
TypeSH
Market value$35.68M
0.61%
Sole
156.32K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares749.89K
TypeSH
Market value$35.57M
0.61%
Sole
749.89K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares47.42K
TypeSH
Market value$34.39M
0.59%
Sole
47.42K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares950.92K
TypeSH
Market value$34.17M
0.58%
Sole
950.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 465.27K | SH | $154.94M 2.64% | 465.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 662.74K | SH | $151.36M 2.58% | 662.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 184.21K | SH | $94.48M 1.61% | 184.21K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 119.24K | SH | $88.21M 1.51% | 119.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 962.54K | SH | $86.73M 1.48% | 962.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 339.39K | SH | $84.56M 1.44% | 339.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 190.69K | SH | $64.98M 1.11% | 190.69K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 78.04K | SH | $59.51M 1.02% | 78.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 168.96K | SH | $58.13M 0.99% | 168.96K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 636.58K | SH | $57.14M 0.98% | 636.58K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | cs | 79.62K | SH | $48.71M 0.83% | 79.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 68.29K | SH | $47.86M 0.82% | 68.29K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 915.17K | SH | $45.95M 0.78% | 915.17K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | cs | 110.52K | SH | $43.91M 0.75% | 110.52K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 408.97K | SH | $39.77M 0.68% | 408.97K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 51.90K | SH | $39.75M 0.68% | 51.90K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 436.49K | SH | $38.98M 0.67% | 436.49K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 750.21K | SH | $38.43M 0.66% | 750.21K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 258.25K | SH | $36.74M 0.63% | 258.25K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | mc | 1.54M | SH | $36.52M 0.62% | 1.54M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | cs | 287.05K | SH | $36.07M 0.62% | 287.05K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 156.32K | SH | $35.68M 0.61% | 156.32K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | mc | 749.89K | SH | $35.57M 0.61% | 749.89K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | cs | 47.42K | SH | $34.39M 0.59% | 47.42K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 950.92K | SH | $34.17M 0.58% | 950.92K | 0.00 | 0.00 |
Page 1 of 211
…