IFP Advisors, Inc — 13F Holdings & Portfolio
CIK 1641866 · latest 13F-HR filed 2026-10-16
IFP Advisors, Inc manages $5.86B in 13F-reported U.S. long-equity assets across 5,256 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (2.64%), NVDA (2.58%), MSFT (1.61%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 345 new positions and exited 236; 1,612 existing positions rose in reported value and 2,133 fell.
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.
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AUM
$5.86B
Long-equity book
Holdings
5,256
Distinct positions
Period
2026-09-30
Filed 2026-10-16
Q/Q Activity
+345 / −236 / ↑1612 / ↓2133
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Firm Profile & Key People
As of the firm’s regulatory filing dated Oct 15, 2026.
Assets Under Management
$16.29B
Discretionary
$11.59B
Employees
328
Accounts
54,154
Address
3030 NORTH ROCKY POINT DRIVE WEST
SUITE 700
TAMPA, FL 33607
SUITE 700
TAMPA, FL 33607
Phone
(813) 341-0960
This firm reports 5 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ACHESON, JEFFERY, ALLEN Control | CHIEF STRATEGY & GROWTH OFFICER since Jul 2026 | Less than 5% | Individual |
| BROOKS, CHRISTOPHER, MARCELLUS Control | DIRECTOR OF SUPERVISION since Mar 2026 | Less than 5% | Individual |
| GILMAN, AARON, LEE Control | CHIEF INVESTMENT OFFICER since May 2011 | Less than 5% | Individual |
| HAMM, KAREN, L. Control | CHIEF ADMINISTRATION OFFICER since Sep 2014 | Less than 5% | Individual |
| HAMM, WILLIAM, CHRISTOPHER Control | PRESIDENT, CHIEF EXECUTIVE OFFICER since Jun 2026 | Less than 5% | Individual |
| HAMM, WILLIAM, EUGENE Control | EXECUTIVE CHAIRMAN since Jun 2026 | Less than 5% | Individual |
| IFP GROUP, LLC Control | HOLDING COMPANY since Jun 2018 | 75% or more | Domestic Entity |
| JOHNSON, TORIAN Control | CHIEF COMPLIANCE OFFICER since Nov 2025 | Less than 5% | Individual |
| MEJIA, OSCAR, MIGUEL Control | CHIEF OPERATING OFFICER since Jul 2026 | Less than 5% | Individual |
| WKW ENTERPRISES Control Indirect owner via HAMM, WILLIAM, EUGENE | S CORP since Sep 2014 | 50–75% | Domestic Entity |
Ownership & leadership changes · 22 filings with changes since Nov 21, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Aug 10, 2026 filing
- AddedMEJIA, OSCAR, MIGUEL · CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedACHESON, JEFFERY, ALLEN · title CHIEF BUSINESS DEVELOPMENT OFFICER → CHIEF STRATEGY & GROWTH OFFICER
Jun 29, 2026 filing
- ChangedHAMM, WILLIAM, CHRISTOPHER · title PRESIDENT, CHIEF OPERATING OFFICER → PRESIDENT, CHIEF EXECUTIVE OFFICER
- ChangedHAMM, WILLIAM, EUGENE · title CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS → EXECUTIVE CHAIRMAN
Mar 23, 2026 filing
- AddedBROOKS, CHRISTOPHER, MARCELLUS · DIRECTOR OF SUPERVISION · Less than 5% · control person
Nov 7, 2025 filing
- AddedJOHNSON, TORIAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedHAMM, WILLIAM, CHRISTOPHER · title PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → PRESIDENT, CHIEF OPERATING OFFICER
Aug 25, 2025 filing
- No longer listedWILKES, DEREK, ALLEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2022
- ChangedHAMM, WILLIAM, CHRISTOPHER · title PRESIDENT AND CHIEF OPERATING OFFICER → PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
Aug 10, 2022 filing
- No longer listedKESSEL, JOSEPH, KEITH · CHIEF COMPLIANCE OFFICER & SPECIALIST COUNSEL · Less than 5% · control person · listed since Jun 2020
- AddedWILKES, DEREK, ALLEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 31, 2021 filing
- AddedACHESON, JEFFERY, ALLEN · CHIEF BUSINESS DEVELOPMENT OFFICER · Less than 5% · control person
- AddedGILMAN, AARON, LEE · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedHAMM, KAREN, L. · title SENIOR VICE PRESIDENT → CHIEF ADMINISTRATION OFFICER
- ChangedHAMM, WILLIAM, EUGENE · title CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTOR → CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS
Feb 1, 2021 filing
- ChangedHAMM, WILLIAM, CHRISTOPHER · title CHIEF OPERATING OFFICER → PRESIDENT AND CHIEF OPERATING OFFICER
- ChangedHAMM, WILLIAM, EUGENE · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTOR
Jul 15, 2020 filing
- ChangedKESSEL, JOSEPH, KEITH · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER & SPECIALIST COUNSEL
Jun 23, 2020 filing
- No longer listedLONER, MELISSA, RILYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2019
- AddedKESSEL, JOSEPH, KEITH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (13 more filings)
Mar 30, 2020 filing
- ChangedIFP GROUP, LLC · now a control person
- ChangedWKW ENTERPRISES · indirect via HAMM, WILLIAM, EUGENE: now a control person
Feb 6, 2020 filing
- ChangedHAMM, KAREN, L. · ownership 50–75% → Less than 5%
- ChangedHAMM, WILLIAM, EUGENE · ownership 50–75% → Less than 5%
Feb 3, 2020 filing
- No longer listedMCCAULEY, WILLIAM, HUGH · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 2018
- ChangedLONER, MELISSA, RILYNN · title CCO → CHIEF COMPLIANCE OFFICER
Aug 6, 2019 filing
- No longer listedCHRISTINA, LINDA, M · DIRECTOR OF ADVISORY COMPLIANCE · Less than 5% · control person · listed since Sep 2016
- No longer listedMOYER, TIMOTHY, GLENN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2018
- AddedLONER, MELISSA, RILYNN · CCO · Less than 5% · control person
Mar 29, 2019 filing
- AddedIFP GROUP, LLC · HOLDING COMPANY · 75% or more
Mar 27, 2019 filing
- No longer listedWKW ENTERPRISES · S CORP · 50–75% · indirect via HAMM, KAREN, L. · listed since Sep 2014
Jul 31, 2018 filing
- AddedMCCAULEY, WILLIAM, HUGH · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 19, 2018 filing
- No longer listedCOKINIS, CHRISTOPHER, ALEX · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2016
- AddedCHRISTINA, LINDA, M · DIRECTOR OF ADVISORY COMPLIANCE · Less than 5% · control person
- AddedHAMM, WILLIAM, CHRISTOPHER · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedMOYER, TIMOTHY, GLENN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedWKW ENTERPRISES · S CORP · 50–75% · indirect via HAMM, WILLIAM, EUGENE
- AddedWKW ENTERPRISES · S CORP · 50–75% · indirect via HAMM, KAREN, L.
Oct 17, 2016 filing
- No longer listedWHISENANT, JOHN, GAY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2012
- AddedCOKINIS, CHRISTOPHER, ALEX · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2016 filing
- No longer listedMCCORD, MICHAEL, CHARLES · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2003
- AddedHAMM, KAREN, L. · SENIOR VICE PRESIDENT · 50–75% · control person
- ChangedHAMM, WILLIAM, EUGENE · ownership 75% or more → 50–75%
Dec 5, 2012 filing
- No longer listedWHISENANT, JOHN, G. · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2008
- AddedWHISENANT, JOHN, GAY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 30, 2012 filing
- ChangedHAMM, WILLIAM, EUGENE · title PRESIDENT → CHIEF EXECUTIVE OFFICER
- ChangedMCCORD, MICHAEL, CHARLES · title CHIEF INVESTMENT OFFICER → CHIEF FINANCIAL OFFICER
Nov 21, 2011 filing (earliest on record)
- ListedHAMM, WILLIAM, EUGENE · PRESIDENT · 75% or more · control person
- ListedMCCORD, MICHAEL, CHARLES · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedWHISENANT, JOHN, G. · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$27.2M +40.4%
- VANGUARD INDEX FDS$22.7M +35.5%
- J P MORGAN EXCHANGE TRADED F$21.1M +923.4%
- NVIDIA CORPORATION$18.5M +14.0%
- APPLE INC$14.6M +10.4%
Top Trims
- EXXON MOBIL CORP-$23.3M -99.5%
- ISHARES TR-$18.3M -47.3%
- ISHARES GOLD TR-$11.0M -26.1%
- ISHARES TR-$9.3M -46.9%
- VANECK ETF TRUST-$6.2M -37.7%
New Positions
- EXXONMOBIL HOLDINGS CORP$30.1M
- TEVA PHARMACEUTICAL INDS LTD$5.7M
- US EQT ULTRA BF$4.0M
- FRANKLIN TEMPLETON ETF TR$2.1M
- EA SERIES TRUST$1.5M
Exited Positions
- DUPONT DE NEMOURS INC$4.3M
- HONEYWELL INTL INC$3.7M
- CARNIVAL CORP$453.4K
- JANUS HENDERSON GROUP PLC$212.1K
- PROSHARES TR II$201.8K
IFP Advisors, Inc Holdings (2026-09-30)
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 | $154.9M | 2.64% | 465,269 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $151.4M | 2.58% | 662,737 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $94.5M | 1.61% | 184,214 | SH |
| 4 | INVESCO QQQ TR | QQQ | 46090E103 | $88.2M | 1.51% | 119,241 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $86.7M | 1.48% | 962,543 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $84.6M | 1.44% | 339,392 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $65.0M | 1.11% | 190,693 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $59.5M | 1.02% | 78,038 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $58.1M | 0.99% | 168,955 | SH |
| 10 | SPDR SERIES TRUST | SPYM | 78464A854 | $57.1M | 0.98% | 636,584 | SH |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $48.7M | 0.83% | 79,620 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $47.9M | 0.82% | 68,294 | SH |
| 13 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $46.0M | 0.78% | 915,168 | SH |
| 14 | PALO ALTO NETWORKS INC | PANW | 697435105 | $43.9M | 0.75% | 110,523 | SH |
| 15 | WISDOMTREE TR | DGRW | 97717X669 | $39.8M | 0.68% | 408,970 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $39.7M | 0.68% | 51,899 | SH |
| 17 | ISHARES TR | IEF | 464287440 | $39.0M | 0.67% | 436,490 | SH |
| 18 | ISHARES TR | IGSB | 464288646 | $38.4M | 0.66% | 750,214 | SH |
| 19 | ISHARES TR | IVW | 464287309 | $36.7M | 0.63% | 258,251 | SH |
| 20 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $36.5M | 0.62% | 1,538,154 | SH |
| 21 | VANGUARD WORLD FD | VGT | 92204A702 | $36.1M | 0.62% | 287,049 | SH |
| 22 | ISHARES TR | IVE | 464287408 | $35.7M | 0.61% | 156,316 | SH |
| 23 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $35.6M | 0.61% | 749,889 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $34.4M | 0.59% | 47,417 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $34.2M | 0.58% | 950,919 | SH |
| 26 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $33.9M | 0.58% | 694,874 | SH |
| 27 | BROADCOM INC | AVGO | 11135F101 | $33.2M | 0.57% | 94,615 | SH |
| 28 | ISHARES TR | HDV | 46429B663 | $31.5M | 0.54% | 1,128,077 | SH |
| 29 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $31.2M | 0.53% | 149,794 | SH |
| 30 | ISHARES GOLD TR | IAU | 464285204 | $31.0M | 0.53% | 396,394 | SH |
| 31 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $30.1M | 0.51% | 184,970 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $29.6M | 0.51% | 59,464 | SH |
| 33 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $27.9M | 0.48% | 30,687 | SH |
| 34 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $27.7M | 0.47% | 178,714 | SH |
| 35 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $27.3M | 0.47% | 803,554 | SH |
| 36 | ABBOTT LABORATORIES | ABT | 002824100 | $27.3M | 0.47% | 276,043 | SH |
| 37 | ISHARES TR | OEF | 464287101 | $27.1M | 0.46% | 70,833 | SH |
| 38 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $26.6M | 0.45% | 113,867 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $24.6M | 0.42% | 756,809 | SH |
| 40 | ELI LILLY & CO | LLY | 532457108 | $24.4M | 0.42% | 21,057 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $23.7M | 0.40% | 789,539 | SH |
| 42 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $23.5M | 0.40% | 332,935 | SH |
| 43 | J P MORGAN EXCHANGE TRADED F | JAVA | 46641Q167 | $23.4M | 0.40% | 293,835 | SH |
| 44 | ISHARES TR | IEFA | 46432F842 | $23.1M | 0.39% | 238,028 | SH |
| 45 | ISHARES TR | TFLO | 46434V860 | $22.9M | 0.39% | 452,788 | SH |
| 46 | JPMORGAN CHASE & CO | JPM | 46625H100 | $22.9M | 0.39% | 69,231 | SH |
| 47 | ISHARES TR | ITA | 464288760 | $22.4M | 0.38% | 108,334 | SH |
| 48 | NETFLIX INC. | NFLX | 64110L106 | $22.2M | 0.38% | 319,749 | SH |
| 49 | FRANCO NEV CORP | FNV | 351858105 | $22.0M | 0.38% | 92,455 | SH |
| 50 | GOLDMAN SACHS ETF TR | GSEW | 381430438 | $21.8M | 0.37% | 234,712 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-16 | $5.86B | 5,256 | 0001641866-26-000005 |
| 2026-06-30 | 2026-07-20 | $5.54B | 5,147 | 0001641866-26-000004 |
| 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 |
Filer Information
Address
3030 NORTH ROCKY POINT DRIVE W. STE 700TAMPA, FL 33607
Phone
(813) 387-6866
Filing Manager
IFP Advisors, Inc
TAMPA, FL
Signatory
Christopher Marcellus Brooks
Director of Supervision