IFG Advisors, LLC — 13F Holdings & Portfolio
CIK 1783412 · latest 13F-HR filed 2026-10-15
IFG Advisors, LLC manages $729.7M in 13F-reported U.S. long-equity assets across 161 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPY (12.59%), VOO (11.14%), IJR (7.06%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 9; 34 existing positions rose in reported value and 53 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
$729.7M
Long-equity book
Holdings
161
Distinct positions
Period
2026-09-30
Filed 2026-10-15
Q/Q Activity
+5 / −9 / ↑34 / ↓53
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26SPY12.6% · -1%VOO11.1% · +3%IJR7.1% · +0%EFA6.8% · -3%QQQ6.4% · -2%QQQM5.1% · -1%MDY3.9% · -2%IJH3.4% · +6%AAPL3.1% · 0%ICF2.0% · 0%VYM1.9% · +4%VEA1.9% · -2%VWO1.8% · -1%VSS1.5% · +3%BIV1.4% · +6%MU1.4% · -0%BSV1.3% · -2%SCZ1.1% · -5%DFAC1.1% · -0%IEFA1.1% · +88%CTAS1.0% · 0%NVDA1.0% · -0%USHY1.0% · +33%DVY0.9% · -3%DIA0.8% · -1%VB0.7% · -0%VCSH0.7% · +28%GOOGL0.6% · +0%VNQ0.6% · -14%XOM0.5% · 0%MSFT0.4% · +0%GPK0.4% · newBKLN0.4% · +7%BSVO0.4% · -0%MUB0.4% · +2%JPM0.4% · +1%AMZN0.4% · +0%HYG0.4% · -3%PANW0.4% · +0%IWF0.3% · 0%VO0.3% · +6%META0.3% · +0%SPSM0.3% · -4%DFUV0.3% · 0%BRK.B0.3% · -2%IWM0.3% · -0%VTI0.3% · +4%COF0.3% · 0%DFAX0.2% · 0%SUB0.2% · +4%IWR0.2% · +4%GLW0.2% · +0%PM0.2% · 0%GOOG0.2% · 0%DFAT0.2% · -6%MS0.2% · 0%ABBV0.2% · 0%IVW0.2% · 0%AXP0.2% · 0%SPDW0.2% · -4%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 61.5%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 14, 2026.
Assets Under Management
$4.76B
Discretionary
$4.49B
Employees
187
Accounts
14,619
Address
200 ASHFORD CENTER NORTH
SUITE 400
ATLANTA, GA 30338
SUITE 400
ATLANTA, GA 30338
Phone
(770) 353-6400
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BRIDGERS, JOHN, LAND Control | CHIEF EXECUTIVE OFFICER since Sep 2020 | Less than 5% | Individual |
| Browne, Andrews, Lord Control | CHIEF OF ADVISOR DEVELOPMENT since Dec 2025 | Less than 5% | Individual |
| EPSTEIN, CRYSTAL, GRIMAIL Control | CHIEF COMPLIANCE OFFICER since Feb 2021 | Less than 5% | Individual |
| INTEGRATED FINANCIAL GROUP, LLC Control | MANAGING MEMBER since Nov 2014 | 75% or more | Domestic Entity |
| PATRICK, DONALD, WARREN Control | FOUNDER & CHIEF STRATEGY OFFICER since Sep 2020 | Less than 5% | Individual |
| RESENDEZ, LAUREL, LOUISE | DIRECTOR OF RIA COMPLIANCE since May 2019 | Less than 5% | Individual |
| BRIDGERS, JOHN, LAND Control Indirect owner via INTEGRATED FINANCIAL GROUP, LLC | CHIEF EXECUTIVE OFFICER since Sep 2020 | 50–75% | Individual |
| Browne, Andrews, Lord Control Indirect owner via INTEGRATED FINANCIAL GROUP, LLC | CHIEF OF ADVISOR DEVELOPMENT since Dec 2025 | General partner, trustee or manager | Individual |
| PATRICK, DONALD, WARREN Control Indirect owner via INTEGRATED FINANCIAL GROUP, LLC | FOUNDER & CHIEF STRATEGY OFFICER since Sep 2020 | 25–50% | Individual |
Ownership & leadership changes · 8 filings with changes since Aug 1, 2014
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.
Mar 18, 2026 filing
- ChangedBrowne, Andrews, Lord · indirect via INTEGRATED FINANCIAL GROUP, LLC: title DIRECTOR OF ADVISOR DEVELOPMENT → CHIEF OF ADVISOR DEVELOPMENT; now a control person
- ChangedBrowne, Andrews, Lord · title DIRECTOR OF ADVISOR DEVELOPMENT → CHIEF OF ADVISOR DEVELOPMENT; now a control person
Mar 25, 2025 filing
- No longer listedWRENN, PATRICK, RONALD · DIRECTOR OF COMPLIANCE OPERATIONS · Less than 5% · listed since Feb 2021
Oct 13, 2023 filing
- AddedBrowne, Andrews, Lord · DIRECTOR OF ADVISOR DEVELOPMENT · General partner, trustee or manager · indirect via INTEGRATED FINANCIAL GROUP, LLC
- AddedBrowne, Andrews, Lord · DIRECTOR OF ADVISOR DEVELOPMENT · Less than 5%
Oct 21, 2021 filing
- ChangedBRIDGERS, JOHN, LAND · indirect via INTEGRATED FINANCIAL GROUP, LLC: ownership 25–50% → 50–75%
- ChangedPATRICK, DONALD, WARREN · indirect via INTEGRATED FINANCIAL GROUP, LLC: ownership 50–75% → 25–50%
Feb 9, 2021 filing
- AddedEPSTEIN, CRYSTAL, GRIMAIL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedRESENDEZ, LAUREL, LOUISE · DIRECTOR OF RIA COMPLIANCE · Less than 5%
- ChangedBRIDGERS, JOHN, LAND · title CO-CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
- ChangedBRIDGERS, JOHN, LAND · indirect via INTEGRATED FINANCIAL GROUP, LLC: title OWNER/CO-CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
- ChangedPATRICK, DONALD, WARREN · indirect via INTEGRATED FINANCIAL GROUP, LLC: title PRESIDENT/OWNER/CHIEF EXECUTIVE OFFICER → FOUNDER & CHIEF STRATEGY OFFICER
- ChangedPATRICK, DONALD, WARREN · title CHIEF EXECUTIVE OFFICER/PRESIDENT → FOUNDER & CHIEF STRATEGY OFFICER
- ChangedWRENN, PATRICK, RONALD · title CHIEF COMPLIANCE OFFICER → DIRECTOR OF COMPLIANCE OPERATIONS; no longer a control person
Sep 20, 2019 filing
- AddedBRIDGERS, JOHN, LAND · OWNER/CO-CHIEF EXECUTIVE OFFICER · 25–50% · indirect via INTEGRATED FINANCIAL GROUP, LLC · control person
- ChangedPATRICK, DONALD, WARREN · indirect via INTEGRATED FINANCIAL GROUP, LLC: ownership 75% or more → 50–75%
Mar 30, 2018 filing
- No longer listedINTEGRATED FINANCIAL GROUP, INC. · MANAGING MEMBER · 75% or more · control person · listed since Nov 2014
- No longer listedPATRICK, DONALD, WARREN · PRESIDENT/OWNER · 75% or more · indirect via INTEGRATED FINANCIAL GROUP, INC. · control person · listed since Jan 2004
- AddedBRIDGERS, JOHN, LAND · CO-CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- AddedINTEGRATED FINANCIAL GROUP, LLC · MANAGING MEMBER · 75% or more · control person
- AddedPATRICK, DONALD, WARREN · PRESIDENT/OWNER/CHIEF EXECUTIVE OFFICER · 75% or more · indirect via INTEGRATED FINANCIAL GROUP, LLC · control person
- Listed againPATRICK, DONALD, WARREN · CHIEF EXECUTIVE OFFICER/PRESIDENT · Less than 5% · control person
Dec 15, 2014 filing
- No longer listedPATRICK, DONALD, WARREN · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 75% or more · control person · listed since Jun 2013
- AddedINTEGRATED FINANCIAL GROUP, INC. · MANAGING MEMBER · 75% or more · control person
- AddedPATRICK, DONALD, WARREN · PRESIDENT/OWNER · 75% or more · indirect via INTEGRATED FINANCIAL GROUP, INC. · control person
- AddedWRENN, PATRICK, RONALD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 1, 2014 filing (earliest on record)
- ListedPATRICK, DONALD, WARREN · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 75% or more · 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)
- VANGUARD INDEX FDS$4.3M +5.5%
- ISHARES TR$3.7M +88.5%
- APPLE INC$3.0M +15.1%
- ISHARES TR$1.6M +28.2%
- VANGUARD SCOTTSDALE FDS$989.1K +24.9%
Top Trims
- ISHARES TR-$4.4M -7.8%
- STATE STR SPDR S&P MIDCAP 40-$2.6M -8.3%
- CORNING INC-$1.1M -39.8%
- ISHARES TR-$1.1M -6.9%
- VANGUARD INDEX FDS-$1.0M -20.1%
New Positions
- EXXONMOBIL HOLDINGS CORP$3.3M
- GRAPHIC PACKAGING HLDG CO$3.2M
- PALANTIR TECHNOLOGIES INC$263.6K
- BP PLC$210.9K
- TENAX THERAPEUTICS INC$18.9K
Exited Positions
- EXXON MOBIL CORP$2.8M
- ELECTRONIC ARTS INC$413.3K
- VANGUARD STAR FDS$321.1K
- CATERPILLAR INC$300.3K
- NIKE INC$228.1K
IFG Advisors, LLC 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 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $91.8M | 12.59% | 120,434 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $81.3M | 11.14% | 116,030 | SH |
| 3 | ISHARES TR | IJR | 464287804 | $51.5M | 7.06% | 378,434 | SH |
| 4 | ISHARES TR | EFA | 464287465 | $49.7M | 6.82% | 478,746 | SH |
| 5 | INVESCO QQQ TR | QQQ | 46090E103 | $46.9M | 6.42% | 63,331 | SH |
| 6 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $37.3M | 5.11% | 122,435 | SH |
| 7 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $28.3M | 3.88% | 43,164 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $24.6M | 3.37% | 341,949 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $22.8M | 3.12% | 68,328 | SH |
| 10 | ISHARES TR | ICF | 464287564 | $14.6M | 2.00% | 231,583 | SH |
| 11 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $14.1M | 1.93% | 90,722 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $13.5M | 1.85% | 191,428 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $13.1M | 1.79% | 220,350 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $11.2M | 1.54% | 72,334 | SH |
| 15 | VANGUARD BD INDEX FDS | BIV | 921937819 | $10.3M | 1.41% | 140,985 | SH |
| 16 | MICRON TECHNOLOGY INC | MU | 595112103 | $10.1M | 1.39% | 9,524 | SH |
| 17 | VANGUARD BD INDEX FDS | BSV | 921937827 | $9.8M | 1.35% | 128,855 | SH |
| 18 | ISHARES TR | SCZ | 464288273 | $8.0M | 1.10% | 94,816 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $7.9M | 1.08% | 177,489 | SH |
| 20 | ISHARES TR | IEFA | 46432F842 | $7.8M | 1.07% | 80,782 | SH |
| 21 | CINTAS CORP | CTAS | 172908105 | $7.6M | 1.05% | 39,120 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.3M | 1.00% | 31,902 | SH |
| 23 | ISHARES TR | USHY | 46435U853 | $7.1M | 0.97% | 197,943 | SH |
| 24 | ISHARES TR | DVY | 464287168 | $6.6M | 0.91% | 43,532 | SH |
| 25 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $5.9M | 0.82% | 11,699 | SH |
| 26 | VANGUARD INDEX FDS | VB | 922908751 | $5.2M | 0.71% | 18,264 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.0M | 0.68% | 64,180 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $4.5M | 0.61% | 12,980 | SH |
| 29 | VANGUARD INDEX FDS | VNQ | 922908553 | $4.2M | 0.57% | 46,408 | SH |
| 30 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $3.3M | 0.46% | 20,402 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $3.3M | 0.45% | 6,357 | SH |
| 32 | GRAPHIC PACKAGING HLDG CO | GPK | 388689101 | $3.2M | 0.43% | 349,251 | SH |
| 33 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $2.9M | 0.40% | 144,227 | SH |
| 34 | EA SERIES TRUST | BSVO | 02072L532 | $2.9M | 0.40% | 105,137 | SH |
| 35 | ISHARES TR | MUB | 464288414 | $2.9M | 0.40% | 28,969 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 0.40% | 8,849 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 0.39% | 11,299 | SH |
| 38 | ISHARES TR | HYG | 464288513 | $2.7M | 0.38% | 35,465 | SH |
| 39 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.6M | 0.35% | 6,493 | SH |
| 40 | ISHARES TR | IWF | 464287614 | $2.6M | 0.35% | 20,369 | SH |
| 41 | VANGUARD INDEX FDS | VO | 922908629 | $2.4M | 0.33% | 30,259 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $2.3M | 0.32% | 3,174 | SH |
| 43 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.3M | 0.31% | 42,739 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $2.2M | 0.31% | 40,523 | SH |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 0.30% | 4,345 | SH |
| 46 | ISHARES TR | IWM | 464287655 | $2.1M | 0.29% | 7,504 | SH |
| 47 | VANGUARD INDEX FDS | VTI | 922908769 | $2.1M | 0.28% | 5,501 | SH |
| 48 | CAPITAL ONE FINL CORP | COF | 14040H105 | $2.0M | 0.27% | 10,221 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.8M | 0.25% | 48,927 | SH |
| 50 | ISHARES TR | SUB | 464288158 | $1.8M | 0.25% | 17,198 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-15 | $729.7M | 161 | 0001783412-26-000010 |
| 2026-06-30 | 2026-07-22 | $725.4M | 165 | 0001783412-26-000008 |
| 2026-03-31 | 2026-04-09 | $610.6M | 149 | 0001783412-26-000004 |
| 2025-12-31 | 2026-01-13 | $600.8M | 154 | 0001783412-26-000002 |
Filer Information
Address
10560 OLD OLIVE STREET ROAD, SUITE 250ST. LOUIS, MO 63141
Phone
(314) 569-0500
Filing Manager
IFG Advisors, LLC
ST. LOUIS, MO
Signatory
Judith Isaacs
CCO