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IFP Advisors, Inc — 13F Holdings & Portfolio

CIK 1641866 · latest 13F-HR filed 2026-07-20

Backtest portfolio

IFP Advisors, Inc manages $5.54B in 13F-reported U.S. long-equity assets across 5,147 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (2.53%), NVDA (2.40%), QQQ (1.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 339 new positions, exited 224, added to 2,904, and trimmed 1,197.

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.

Filer Information
Address
3030 NORTH ROCKY POINT DRIVE W. STE 700
TAMPA, FL 33607
Phone
(813) 387-6866
Filing Manager
IFP Advisors, Inc
TAMPA, FL
Signatory
Christopher Marcellus Brooks
Director of Supervision
Loading holdings…
AUM

$5.54B

Long-equity book

Holdings

5,147

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+339 / −224 / ↑2904 / ↓1197

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$31.0M +197.2%
  • INVESCO QQQ TR$25.3M +46.3%
  • PALO ALTO NETWORKS INC$22.2M +127.5%
  • NVIDIA CORPORATION$19.1M +16.8%
  • APPLE INC$17.2M +13.9%
Show all 2904 →

Top Trims

  • ISHARES TR-$13.8M -64.6%
  • VANGUARD INDEX FDS-$13.1M -66.7%
  • ANGLOGOLD ASHANTI PLC-$12.0M -47.3%
  • KINROSS GOLD CORP-$10.3M -65.7%
  • ISHARES TR-$9.6M -19.9%
Show all 1197 →

New Positions

  • SPACE EXPLORATION TECHN CORP$9.0M
  • BLACKROCK ETF TRUST$8.2M
  • INVESCO EXCHANGE TRADED FD T$4.8M
  • DUPONT DE NEMOURS INC$4.1M
  • ISHARES TR$4.1M
Show all 339 →

Exited Positions

  • TIDAL TRUST III$3.0M
  • PIMCO ETF TR$1.4M
  • ASTRAZENECA PLC$1.1M
  • PIMCO ETF TR$660.5K
  • CYBERARK SOFTWARE LTD$513.9K
Show all 224 →
All Holdings

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 $140.3M 2.53% 484,958 SH
2 NVIDIA CORPORATION NVDA 67066G104 $132.8M 2.40% 663,778 SH
3 INVESCO QQQ TR QQQ 46090E103 $80.0M 1.44% 108,639 SH
4 AMAZON COM INC AMZN 023135106 $78.2M 1.41% 328,243 SH
5 MICROSOFT CORP MSFT 594918104 $67.3M 1.22% 180,462 SH
6 ALPHABET INC GOOG 02079K107 $66.4M 1.20% 188,042 SH
7 VANGUARD INDEX FDS VUG 922908736 $64.0M 1.16% 742,981 SH
8 ALPHABET INC GOOGL 02079K305 $60.1M 1.09% 168,260 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $57.4M 1.04% 76,832 SH
10 SPDR SERIES TRUST SPYM 78464A854 $55.6M 1.00% 632,889 SH
11 ADVANCED MICRO DEVICES INC AMD 007903107 $46.7M 0.84% 80,458 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $46.2M 0.83% 915,993 SH
13 VANGUARD INDEX FDS VOO 922908363 $44.2M 0.80% 64,339 SH
14 ISHARES TR IEF 464287440 $44.2M 0.80% 467,027 SH
15 ISHARES GOLD TR IAU 464285204 $41.9M 0.76% 555,136 SH
16 ISHARES TR IVV 464287200 $40.6M 0.73% 54,261 SH
17 PALO ALTO NETWORKS INC PANW 697435105 $39.7M 0.72% 116,369 SH
18 WISDOMTREE TR DGRW 97717X669 $38.9M 0.70% 406,971 SH
19 ISHARES TR TLT 464287432 $38.6M 0.70% 446,710 SH
20 ISHARES TR IGSB 464288646 $38.1M 0.69% 727,413 SH
21 ISHARES TR IVW 464287309 $37.1M 0.67% 269,980 SH
22 ISHARES TR IVE 464287408 $33.8M 0.61% 148,739 SH
23 ISHARES TR HDV 46429B663 $33.4M 0.60% 1,219,092 SH
24 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $33.3M 0.60% 156,520 SH
25 BROADCOM INC AVGO 11135F101 $33.2M 0.60% 87,886 SH
26 VANGUARD WORLD FD VGT 92204A702 $32.9M 0.59% 275,462 SH
27 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $32.8M 0.59% 666,097 SH
28 SCHWAB STRATEGIC TR SCHG 808524300 $31.7M 0.57% 937,753 SH
29 SCHWAB STRATEGIC TR SCHM 808524508 $28.6M 0.52% 775,129 SH
30 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $28.5M 0.51% 604,049 SH
31 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $28.1M 0.51% 1,129,539 SH
32 COSTCO WHOLESALE CORPORATION COST 22160K105 $27.7M 0.50% 29,628 SH
33 VANGUARD WHITEHALL FDS VYM 921946406 $27.5M 0.50% 174,068 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $27.4M 0.50% 54,780 SH
35 ISHARES TR OEF 464287101 $26.6M 0.48% 72,781 SH
36 ISHARES TR ITA 464288760 $26.6M 0.48% 109,759 SH
37 VANGUARD SPECIALIZED FUNDS VIG 921908844 $26.0M 0.47% 109,943 SH
38 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $24.6M 0.45% 412,661 SH
39 ELI LILLY & CO LLY 532457108 $24.4M 0.44% 20,352 SH
40 EXXON MOBIL CORP XOM 30231G102 $23.4M 0.42% 171,296 SH
41 META PLATFORMS INC META 30303M102 $23.4M 0.42% 41,474 SH
42 VANGUARD TAX-MANAGED FDS VEA 921943858 $23.3M 0.42% 327,485 SH
43 JPMORGAN CHASE & CO JPM 46625H100 $23.1M 0.42% 70,542 SH
44 SCHWAB STRATEGIC TR SCHD 808524797 $22.6M 0.41% 712,723 SH
45 ISHARES TR IEFA 46432F842 $22.6M 0.41% 233,923 SH
46 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $22.4M 0.40% 194,679 SH
47 SCHWAB STRATEGIC TR SCHX 808524201 $22.3M 0.40% 756,568 SH
48 ISHARES INC IEMG 46434G103 $21.4M 0.39% 258,623 SH
49 GOLDMAN SACHS ETF TR GSEW 381430438 $21.3M 0.38% 225,517 SH
50 ABBOTT LABORATORIES ABT 002824100 $21.2M 0.38% 234,173 SH
Filing History
Period Filed AUM Holdings Accession
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