IFP Advisors, Inc — 13F Holdings & Portfolio
CIK 1641866 · latest 13F-HR filed 2026-04-13
IFP Advisors, Inc manages $4.82B in 13F-reported U.S. long-equity assets across 5,032 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (2.55%), NVDA (2.36%), AMZN (1.43%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 553 new positions, exited 364, added to 2,362, and trimmed 1,513.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.82B
Long-equity book
5,032
Distinct positions
2026-03-31
Filed 2026-04-13
+553 / −364 / ↑2362 / ↓1513
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$43.9M +62.9%
- ALPHABET INC$41.4M +191.5%
- ISHARES TR$37.0M +328.9%
- AMAZON COM INC$32.7M +90.2%
- ISHARES TR$27.2M +410.5%
Top Trims
- ISHARES TR-$10.1M -20.6%
- ISHARES TR-$9.5M -35.6%
- FIRST TR EXCHANGE TRAD FD VI-$8.7M -97.7%
- ISHARES TR-$8.4M -41.8%
- SELECT SECTOR SPDR TR-$6.0M -74.8%
New Positions
- MORGAN STANLEY ETF TRUST$4.3M
- INNOVATOR ETFS TRUST$3.5M
- UNILEVER PLC$3.5M
- BLACKROCK ETF TRUST$3.4M
- INVESCO ACTIVELY MANAGED EXC$2.5M
Exited Positions
- ISHARES TR IBONDS DEC25 ETF$9.0M
- INVESCO EXCHANGE TRADED FD TS&P500 EQL REL$8.3M
- ISHARES TR CORE MSCI PAC$5.3M
- KELLANOVA$4.1M
- UNILEVER PLC SPON ADR NEW$3.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $123.2M | 2.55% | 485,256 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $113.7M | 2.36% | 651,842 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $68.9M | 1.43% | 330,873 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $64.7M | 1.34% | 174,800 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $63.0M | 1.31% | 219,615 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $57.7M | 1.20% | 88,760 | SH |
| 7 | VANGUARD INDEX FDS | VUG | 922908736 | $57.6M | 1.19% | 131,782 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $54.7M | 1.13% | 94,747 | SH |
| 9 | ISHARES GOLD TR | IAU | 464285204 | $50.0M | 1.04% | 566,853 | SH |
| 10 | ISHARES TR | TLT | 464287432 | $48.2M | 1.00% | 556,110 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $47.7M | 0.99% | 165,774 | SH |
| 12 | SPDR SERIES TRUST | SPYM | 78464A854 | $41.3M | 0.86% | 539,854 | SH |
| 13 | ISHARES TR | IVW | 464287309 | $38.8M | 0.80% | 343,155 | SH |
| 14 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $37.7M | 0.78% | 825,847 | SH |
| 15 | WISDOMTREE TR | DGRW | 97717X669 | $35.7M | 0.74% | 406,724 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $35.4M | 0.73% | 54,205 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $34.3M | 0.71% | 57,405 | SH |
| 18 | ISHARES TR | IEF | 464287440 | $33.8M | 0.70% | 354,092 | SH |
| 19 | ISHARES TR | IVE | 464287408 | $32.3M | 0.67% | 152,743 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $30.8M | 0.64% | 30,884 | SH |
| 21 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $30.2M | 0.63% | 157,243 | SH |
| 22 | ISHARES TR | OEF | 464287101 | $29.9M | 0.62% | 94,029 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $28.1M | 0.58% | 90,843 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $27.7M | 0.57% | 951,494 | SH |
| 25 | EXXON MOBIL CORP | XOM | 30231G102 | $27.3M | 0.57% | 161,094 | SH |
| 26 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $26.9M | 0.56% | 632,254 | SH |
| 27 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $26.0M | 0.54% | 435,534 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $25.4M | 0.53% | 53,077 | SH |
| 29 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $25.4M | 0.53% | 260,397 | SH |
| 30 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $25.1M | 0.52% | 169,422 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $24.0M | 0.50% | 774,872 | SH |
| 32 | ISHARES INC | IEMG | 46434G103 | $23.8M | 0.49% | 341,201 | SH |
| 33 | ISHARES TR | ITA | 464288760 | $23.5M | 0.49% | 107,384 | SH |
| 34 | META PLATFORMS INC | META | 30303M102 | $23.2M | 0.48% | 40,566 | SH |
| 35 | VANGUARD WORLD FD | VGT | 92204A702 | $23.1M | 0.48% | 33,120 | SH |
| 36 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $22.9M | 0.48% | 570,490 | SH |
| 37 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $22.5M | 0.47% | 104,744 | SH |
| 38 | ISHARES TR | IGSB | 464288646 | $22.5M | 0.47% | 427,145 | SH |
| 39 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $22.1M | 0.46% | 892,567 | SH |
| 40 | FRANCO NEV CORP | FNV | 351858105 | $21.6M | 0.45% | 87,290 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $21.3M | 0.44% | 695,187 | SH |
| 42 | ISHARES TR | IWM | 464287655 | $21.3M | 0.44% | 85,993 | SH |
| 43 | ISHARES TR | IEFA | 46432F842 | $20.0M | 0.42% | 221,239 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $20.0M | 0.41% | 67,890 | SH |
| 45 | VANGUARD INDEX FDS | VOT | 922908538 | $19.6M | 0.41% | 76,163 | SH |
| 46 | GOLDMAN SACHS ETF TR | GSEW | 381430438 | $18.5M | 0.38% | 219,070 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $18.3M | 0.38% | 362,467 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $18.3M | 0.38% | 712,987 | SH |
| 49 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $17.8M | 0.37% | 189,828 | SH |
| 50 | WALMART INC | WMT | 931142103 | $17.5M | 0.36% | 140,559 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $4.82B | 5,032 | 0001641866-26-000003 |
| 2025-09-30 | 2026-02-06 | $3.85B | 4,843 | 0001641866-26-000002 |