IFG Advisors, LLC — 13F Holdings & Portfolio
CIK 1783412 · latest 13F-HR filed 2026-04-09
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
$610.6M
Long-equity book
Holdings
149
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+6 / −11 / ↑35 / ↓45
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$3.3M +5.7%
- ISHARES TR$2.2M +5.1%
- ISHARES TR$1.7M +9.2%
- VANGUARD SCOTTSDALE FDS$1.1M +57.9%
- EXXON MOBIL CORP$1.1M +46.1%
Top Trims
- ISHARES TR-$7.0M -43.1%
- INVESCO QQQ TR-$2.4M -6.1%
- APPLE INC-$1.2M -6.6%
- CINTAS CORP-$740.1K -10.1%
- MICROSOFT CORP-$718.0K -23.6%
New Positions
- VANGUARD WHITEHALL FDS$9.9M
- SCHWAB STRATEGIC TR$467.2K
- VANGUARD INDEX FDS$386.0K
- ISHARES TR$254.5K
- LUMENTUM HLDGS INC$249.5K
Exited Positions
- DRAFTKINGS INC NEW$280.9K
- INVESCO EXCHANGE TRADED FD T$271.3K
- AMEREN CORP$251.8K
- PALANTIR TECHNOLOGIES INC$241.9K
- ISHARES TR$241.0K
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 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $78.3M | 12.83% | 120,444 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $61.7M | 10.11% | 103,300 | SH |
| 3 | ISHARES TR | EFA | 464287465 | $47.5M | 7.78% | 489,271 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $45.6M | 7.47% | 367,119 | SH |
| 5 | INVESCO QQQ TR | QQQ | 46090E103 | $37.3M | 6.11% | 64,660 | SH |
| 6 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $29.1M | 4.77% | 122,659 | SH |
| 7 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $27.3M | 4.47% | 44,274 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $20.2M | 3.31% | 299,128 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $17.3M | 2.84% | 68,309 | SH |
| 10 | ISHARES TR | ICF | 464287564 | $14.5M | 2.38% | 234,984 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $12.3M | 2.01% | 227,449 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $12.2M | 2.00% | 190,823 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $10.3M | 1.68% | 70,413 | SH |
| 14 | VANGUARD BD INDEX FDS | BSV | 921937827 | $10.0M | 1.63% | 127,053 | SH |
| 15 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.9M | 1.61% | 66,512 | SH |
| 16 | VANGUARD BD INDEX FDS | BIV | 921937819 | $9.5M | 1.56% | 123,086 | SH |
| 17 | ISHARES TR | DVY | 464287168 | $9.3M | 1.52% | 61,205 | SH |
| 18 | ISHARES TR | SCZ | 464288273 | $8.3M | 1.35% | 105,479 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $6.9M | 1.13% | 177,637 | SH |
| 20 | CINTAS CORP | CTAS | 172908105 | $6.6M | 1.08% | 39,116 | SH |
| 21 | VANGUARD INDEX FDS | VNQ | 922908553 | $6.3M | 1.03% | 71,220 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.6M | 0.91% | 31,902 | SH |
| 23 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $5.5M | 0.89% | 11,785 | SH |
| 24 | VANGUARD INDEX FDS | VB | 922908751 | $4.8M | 0.79% | 18,408 | SH |
| 25 | ISHARES TR | HYG | 464288513 | $4.2M | 0.69% | 52,933 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $3.7M | 0.61% | 12,954 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $3.5M | 0.57% | 20,402 | SH |
| 28 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.3M | 0.55% | 9,889 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $3.1M | 0.51% | 39,363 | SH |
| 30 | EA SERIES TRUST | BSVO | 02072L532 | $2.7M | 0.44% | 106,742 | SH |
| 31 | ISHARES TR | MUB | 464288414 | $2.7M | 0.44% | 25,511 | SH |
| 32 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.6M | 0.42% | 8,789 | SH |
| 33 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $2.4M | 0.39% | 117,472 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $2.3M | 0.38% | 11,199 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $2.3M | 0.38% | 6,279 | SH |
| 36 | ISHARES TR | IWF | 464287614 | $2.2M | 0.36% | 5,091 | SH |
| 37 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.1M | 0.35% | 44,111 | SH |
| 38 | VANGUARD INDEX FDS | VO | 922908629 | $2.0M | 0.33% | 7,102 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $2.0M | 0.32% | 40,523 | SH |
| 40 | ISHARES TR | IWM | 464287655 | $1.9M | 0.31% | 7,526 | SH |
| 41 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.9M | 0.31% | 10,221 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $1.8M | 0.30% | 3,172 | SH |
| 43 | VANGUARD INDEX FDS | VTI | 922908769 | $1.7M | 0.28% | 5,366 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.7M | 0.27% | 49,139 | SH |
| 45 | ISHARES TR | SUB | 464288158 | $1.7M | 0.27% | 15,631 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.6M | 0.26% | 3,278 | SH |
| 47 | ISHARES TR | IWR | 464287499 | $1.5M | 0.25% | 15,933 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.5M | 0.25% | 24,489 | SH |
| 49 | CORNING INC | GLW | 219350105 | $1.5M | 0.25% | 11,147 | SH |
| 50 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.4M | 0.23% | 8,620 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $610.6M | 149 | 0001783412-26-000004 |
| 2025-12-31 | 2026-01-13 | $600.8M | 154 | 0001783412-26-000002 |