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IFC & Insurance Marketing, Inc. — 13F Holdings & Portfolio

CIK 2095709 · latest 13F-HR filed 2026-04-17

Backtest portfolio

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

$95.8M

Long-equity book

Holdings

72

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+7 / −694 / ↑65 / ↓0

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$6.8M +135515.6%
  • VANGUARD BD INDEX FDS$6.2M +39635.7%
  • FIRST TR EXCHANGE-TRADED FD$5.8M +130844.0%
  • INVESCO EXCHANGE TRADED FD T$5.7M +119811.9%
  • SCHWAB STRATEGIC TR$4.3M +134770.0%
Show all 65 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • INVESCO EXCH TRADED FD TR II$7.7M
  • SCHWAB STRATEGIC TR$7.4M
  • JANUS DETROIT STR TR$5.5M
  • SCHWAB STRATEGIC TR$2.0M
  • ISHARES TR$2.0M
Show all 7 →

Exited Positions

  • STATE STRET SPDR PRTFL ST TR ETF IV$3.9K
  • FIDELITY EMERG MARKT MULTIFACT ETF$687
  • SCHWAB INTERMEDIATE TERMUS TRS ETF$479
  • SCHWAB EMERGING MARKETS EQUITY ETF$382
  • FRANKLIN INTL LOW VOLATILITY HIG ETF$238
Show all 694 →
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 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $7.7M 8.03% 140,228 SH
2 SCHWAB STRATEGIC TR FNDX 808524771 $7.4M 7.69% 264,710 SH
3 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $6.8M 7.06% 60,362 SH
4 VANGUARD BD INDEX FDS BIV 921937819 $6.2M 6.47% 80,290 SH
5 FIRST TR EXCHANGE-TRADED FD FTGS 33733E823 $5.8M 6.03% 169,653 SH
6 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $5.7M 5.96% 104,612 SH
7 JANUS DETROIT STR TR JAAA 47103U845 $5.5M 5.78% 109,858 SH
8 SCHWAB STRATEGIC TR FNDF 808524755 $4.3M 4.44% 86,964 SH
9 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.5M 3.64% 88,394 SH
10 SPDR SERIES TRUST SPYM 78464A854 $2.8M 2.97% 37,178 SH
11 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.8M 2.89% 47,217 SH
12 VANGUARD INTL EQUITY INDEX F VSS 922042718 $2.3M 2.41% 15,866 SH
13 SCHWAB STRATEGIC TR SCHP 808524870 $2.1M 2.20% 79,274 SH
14 SCHWAB STRATEGIC TR SCYB 808524631 $2.0M 2.08% 76,527 SH
15 ISHARES TR USRT 464288521 $2.0M 2.05% 33,223 SH
16 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $1.9M 1.95% 37,545 SH
17 COLUMBIA ETF TR II XCEM 19762B202 $1.7M 1.76% 41,356 SH
18 VANGUARD INDEX FDS VTI 922908769 $1.6M 1.68% 5,029 SH
19 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.4M 1.49% 18,981 SH
20 APPLE INC AAPL 037833100 $1.4M 1.45% 5,458 SH
21 BNY MELLON ETF TRUST BKIE 09661T404 $1.4M 1.42% 14,518 SH
22 FIDELITY COVINGTON TRUST FDVV 316092840 $1.2M 1.28% 22,160 SH
23 NVIDIA CORPORATION NVDA 67066G104 $1.1M 1.12% 6,154 SH
24 SCHWAB STRATEGIC TR FNDE 808524730 $785.2K 0.82% 20,523 SH
25 TESLA INC TSLA 88160R101 $751.7K 0.78% 2,022 SH
26 WALMART INC WMT 931142103 $721.3K 0.75% 5,804 SH
27 SPDR GOLD TR GLD 78463V107 $716.4K 0.75% 1,665 SH
28 ISHARES GOLD TR IAU 464285204 $706.2K 0.74% 8,010 SH
29 EXXON MOBIL CORP XOM 30231G102 $692.3K 0.72% 4,081 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $662.5K 0.69% 1,019 SH
31 INVESCO QQQ TR QQQ 46090E103 $614.2K 0.64% 1,064 SH
32 J P MORGAN EXCHANGE TRADED F BBRE 46641Q738 $563.0K 0.59% 5,884 SH
33 VANGUARD INDEX FDS VB 922908751 $516.7K 0.54% 1,973 SH
34 AMAZON COM INC AMZN 023135106 $501.5K 0.52% 2,408 SH
35 VANGUARD INDEX FDS VV 922908637 $491.8K 0.51% 1,646 SH
36 ISHARES TR SGOV 46436E718 $465.3K 0.49% 4,622 SH
37 VANGUARD STAR FDS VXUS 921909768 $455.2K 0.48% 5,904 SH
38 CARVANA CO CVNA 146869102 $451.1K 0.47% 1,435 SH
39 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $417.4K 0.44% 8,247 SH
40 ROYAL CARIBBEAN GROUP RCL V7780T103 $415.1K 0.43% 1,508 SH
41 SPDR SERIES TRUST BIL 78468R663 $386.6K 0.40% 4,219 SH
42 VANECK ETF TRUST GDXJ 92189F791 $384.4K 0.40% 3,202 SH
43 VANGUARD BD INDEX FDS BND 921937835 $379.3K 0.40% 5,150 SH
44 MARRIOTT INTL INC NEW MAR 571903202 $379.2K 0.40% 1,159 SH
45 CROWDSTRIKE HLDGS INC CRWD 22788C105 $340.8K 0.36% 873 SH
46 ISHARES TR SHV 464288679 $337.6K 0.35% 3,059 SH
47 SCHWAB STRATEGIC TR SCHG 808524300 $315.1K 0.33% 10,817 SH
48 ISHARES TR SHY 464287457 $293.0K 0.31% 3,549 SH
49 CARNIVAL CORP CCL 143658300 $290.2K 0.30% 11,213 SH
50 BOEING CO BA 097023105 $286.5K 0.30% 1,440 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $95.8M 72 0001754960-26-000274
2025-12-31 2026-02-12 $100.8K 759 0002095709-26-000001