IFP Advisors, Inc
13F Reported Value
ⓘ$5.5B
Holdings
5,147
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
IFP Advisors, Inc disclosed 5,147 positions worth $5.5B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 2.5% of the equity portfolio, followed by $NVDA and $QQQ. During the quarter the fund opened 315 new positions and exited 204 — including a new stake in $SPCX. The portfolio is most concentrated in Other (54.1% of disclosed assets). All figures are sourced directly from IFP Advisors, Inc’s Form 13F-HR filing with the SEC under CIK 1641866.
AI Fund Analysis
Stable
$AAPL
$NVDA
$QQQ
$AMZN
$MSFT
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$140.3M484,958 sh - 85.9#5
Quality
$132.8M663,778 sh - —
Quality
$80.0M108,639 sh - 68.7
Quality
$78.2M328,243 sh - 79.8
Quality
$67.3M180,462 sh - 78.2
Quality
$66.4M188,042 sh VANGUARD INDEX FDS - cs
—Quality
$64.0M742,981 sh- 78.2
Quality
$60.1M168,260 sh - —
Quality
$57.4M76,832 sh SPDR SERIES TRUST - cs
—Quality
$55.6M632,889 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $140.3M | 484,958 |
| NVIDIA CORP$NVDA | 85.9#5 | $132.8M | 663,778 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $80.0M | 108,639 |
| AMAZON COM INC$AMZN | 68.7 | $78.2M | 328,243 |
| MICROSOFT CORP$MSFT | 79.8 | $67.3M | 180,462 |
 Alphabet Inc.$GOOGL | 78.2 | $66.4M | 188,042 |
| VANGUARD INDEX FDS - cs | — | $64.0M | 742,981 |
 Alphabet Inc.$GOOG | 78.2 | $60.1M | 168,260 |
 SPDR S&P 500 ETF TRUST$SPY | — | $57.4M | 76,832 |
| SPDR SERIES TRUST - cs | — | $55.6M | 632,889 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IFP Advisors, Inc's 5,147 positions.
Showing top 10 of 5,147 holdings.
Sector Allocation
Other
$3.0B
Technology
$960.5M
Financials
$494.2M
Industrials
$239.0M
Consumer Discretionary
$220.4M
Healthcare
$215.4M
Materials
$122.8M
Energy
$81.9M
Top Holdings — IFP Advisors, Inc (Q2 2026)
Top 150 of 5,147 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $140.3M | 2.5% | -0% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $132.8M | 2.4% | +2% | 85.9 |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $80.0M | 1.4% | +15% | — |
| 4 | $AMZN | AMAZON COM INC | $78.2M | 1.4% | -1% | 68.7 |
| 5 | $MSFT | MICROSOFT CORP | $67.3M | 1.2% | +3% | 79.8 |
| 6 | $GOOGL | Alphabet Inc. | $66.4M | 1.2% | -14% | 78.2 |
| 7 | — | VANGUARD INDEX FDS - cs | $64.0M | 1.2% | +464% | — |
| 8 | $GOOG | Alphabet Inc. | $60.1M | 1.1% | +1% | 78.2 |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $57.4M | 1.0% | -13% | — |
| 10 | — | SPDR SERIES TRUST - cs | $55.6M | 1.0% | +17% | — |
| 11 |  $AMD | ADVANCED MICRO DEVICES INC | $46.7M | 0.8% | +4% | 79.8 |
| 12 | — | SPDR INDEX SHS FDS - cs | $46.2M | 0.8% | +11% | — |
| 13 | — | VANGUARD INDEX FDS - mc | $44.2M | 0.8% | +12% | — |
| 14 | — | ISHARES TR - cs | $44.2M | 0.8% | +32% | — |
| 15 |  $IAU | ISHARES GOLD TRUST | $41.9M | 0.8% | -2% | — |
| 16 | — | ISHARES TR - cs | $40.6M | 0.7% | +0% | — |
| 17 |  $PANW | Palo Alto Networks Inc | $39.7M | 0.7% | +7% | 65.5 |
| 18 |  $WT | WisdomTree, Inc. | $38.9M | 0.7% | +0% | 59.9 |
| 19 | — | ISHARES TR - cs | $38.6M | 0.7% | -20% | — |
| 20 | — | ISHARES TR - cs | $38.1M | 0.7% | +70% | — |
| 21 | — | ISHARES TR - cs | $37.1M | 0.7% | -21% | — |
| 22 | — | ISHARES TR - cs | $33.8M | 0.6% | -3% | — |
| 23 | — | ISHARES TR - mc | $33.4M | 0.6% | +867% | — |
| 24 |  $IVZ | Invesco Ltd. | $33.3M | 0.6% | -0% | — |
| 25 |  $AVGO | Broadcom Inc. | $33.2M | 0.6% | -3% | 84.5 |
| 26 | — | VANGUARD WORLD FD - cs | $32.9M | 0.6% | +732% | — |
| 27 | — | CAPITAL GROUP DIVIDEND VALUE - mc | $32.8M | 0.6% | +5% | — |
| 28 | — | SCHWAB STRATEGIC TR - cs | $31.7M | 0.6% | -1% | — |
| 29 | — | SCHWAB STRATEGIC TR - mc | $28.6M | 0.5% | +0% | — |
| 30 | — | CAPITAL GROUP GROWTH ETF - mc | $28.5M | 0.5% | +6% | — |
| 31 | — | FIRST TR EXCHNG TRADED FD VI - mc | $28.1M | 0.5% | +27% | — |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $27.7M | 0.5% | -4% | 66.1 |
| 33 | — | VANGUARD WHITEHALL FDS - cs | $27.5M | 0.5% | +3% | — |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $27.4M | 0.5% | +3% | 73.8 |
| 35 | — | ISHARES TR - cs | $26.6M | 0.5% | -23% | — |
| 36 | — | ISHARES TR - cs | $26.6M | 0.5% | +2% | — |
| 37 | — | VANGUARD SPECIALIZED FUNDS - cs | $26.0M | 0.5% | +5% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED FD - mc | $24.6M | 0.5% | -5% | — |
| 39 |  $LLY | ELI LILLY & Co | $24.4M | 0.4% | +11% | 87.5 |
| 40 |  $XOM.R34088 | EXXON MOBIL CORP | $23.4M | 0.4% | +6% | 57.9 |
| 41 | $META | Meta Platforms, Inc. | $23.4M | 0.4% | +2% | 79.6 |
| 42 | — | VANGUARD TAX-MANAGED FDS - cs | $23.3M | 0.4% | +23% | — |
| 43 |  $JPM | JPMORGAN CHASE & CO | $23.1M | 0.4% | +4% | 70.7 |
| 44 | — | SCHWAB STRATEGIC TR - mc | $22.6M | 0.4% | +3% | — |
| 45 | — | ISHARES TR - mc | $22.6M | 0.4% | +6% | — |
| 46 | — | FIRST TR EXCHANGE TRADED FD - mc | $22.4M | 0.4% | +3% | — |
| 47 | — | SCHWAB STRATEGIC TR - mc | $22.3M | 0.4% | +6% | — |
| 48 | — | ISHARES INC - cs | $21.4M | 0.4% | -24% | — |
| 49 |  $GS | GOLDMAN SACHS GROUP INC | $21.3M | 0.4% | +3% | 73.5 |
| 50 |  $ABT | ABBOTT LABORATORIES | $21.2M | 0.4% | +307% | 65.5 |
| 51 | — | ISHARES TR - cs | $19.8M | 0.4% | +43% | — |
| 52 | — | CAPITAL GROUP CORE EQUITY ET - mc | $19.5M | 0.3% | +4% | — |
| 53 | — | ISHARES TR - cs | $19.5M | 0.3% | -1% | — |
| 54 |  $MU | MICRON TECHNOLOGY INC | $19.0M | 0.3% | +31% | 86.2 |
| 55 |  $FNV | FRANCO NEVADA Corp | $18.7M | 0.3% | +3% | — |
| 56 | — | ISHARES TR - mc | $18.4M | 0.3% | +23% | — |
| 57 |  $NFLX | NETFLIX INC | $18.1M | 0.3% | +49% | 78.8 |
| 58 | — | ISHARES TR - cs | $17.5M | 0.3% | -0% | — |
| 59 |  $WMT | Walmart Inc. | $17.5M | 0.3% | +10% | 60.2 |
| 60 | — | SCHWAB STRATEGIC TR - cs | $17.4M | 0.3% | +5% | — |
| 61 |  $TSLA | Tesla, Inc. | $17.3M | 0.3% | +1% | 53.9 |
| 62 | — | ISHARES TR - cs | $17.2M | 0.3% | +1% | — |
| 63 | — | VANGUARD STAR FDS - mc | $16.8M | 0.3% | +10% | — |
| 64 | — | VANECK ETF TRUST - mc | $16.3M | 0.3% | +233% | — |
| 65 |  $UNH | UNITEDHEALTH GROUP INC | $16.3M | 0.3% | -12% | 62.7 |
| 66 | — | ISHARES TR - cs | $16.2M | 0.3% | +2% | — |
| 67 |  $V | VISA INC. | $15.9M | 0.3% | +3% | 82.9 |
| 68 | $GS | GOLDMAN SACHS GROUP INC | $15.9M | 0.3% | +2% | 73.5 |
| 69 | — | FIDELITY COVINGTON TRUST - mc | $15.9M | 0.3% | +2% | — |
| 70 | — | VANECK ETF TRUST - mc | $15.9M | 0.3% | +4% | — |
| 71 | — | VANGUARD BD INDEX FDS - cs | $15.8M | 0.3% | -9% | — |
| 72 |  $AXSM | Axsome Therapeutics, Inc. | $15.2M | 0.3% | +2% | 40.8 |
| 73 |  $HD | HOME DEPOT, INC. | $15.1M | 0.3% | +13% | 60.3 |
| 74 |  $VRT | Vertiv Holdings Co | $15.1M | 0.3% | +2% | 80.9 |
| 75 |  $XYZ | Block, Inc. | $14.9M | 0.3% | -7% | 51.8 |
| 76 |  $CAT | CATERPILLAR INC | $14.9M | 0.3% | -16% | 66.5 |
| 77 | — | ISHARES TR - cs | $14.8M | 0.3% | +17% | — |
| 78 | — | VANGUARD INDEX FDS - cs | $14.1M | 0.3% | -23% | — |
| 79 | — | ISHARES TR - cs | $14.1M | 0.3% | -3% | — |
| 80 | — | VANGUARD INDEX FDS - cs | $13.6M | 0.3% | -31% | — |
| 81 |  $CRWD | CrowdStrike Holdings, Inc. | $13.6M | 0.2% | -3% | 67.7 |
| 82 | — | FIRST TR EXCHANGE-TRADED FD - mc | $13.5M | 0.2% | -8% | — |
| 83 |  $TER | TERADYNE, INC | $13.4M | 0.2% | +1% | 77.3 |
| 84 |  $AU | AngloGold Ashanti PLC | $13.4M | 0.2% | -37% | — |
| 85 |  $ABBV | AbbVie Inc. | $13.3M | 0.2% | -4% | 72.7 |
| 86 | — | CAPITAL GROUP CORE BALANCED - mc | $13.2M | 0.2% | +6% | — |
| 87 | — | ISHARES TR - cs | $12.9M | 0.2% | +11% | — |
| 88 | — | SELECT SECTOR SPDR TR - cs | $12.8M | 0.2% | +4% | — |
| 89 |  $CSCO | CISCO SYSTEMS, INC. | $12.8M | 0.2% | -17% | 70.3 |
| 90 |  $PG | PROCTER & GAMBLE Co | $12.8M | 0.2% | +13% | 64.6 |
| 91 | — | VANGUARD INDEX FDS - cs | $12.8M | 0.2% | +4% | — |
| 92 | — | DIMENSIONAL ETF TRUST - mc | $12.7M | 0.2% | +14% | — |
| 93 | — | ISHARES TR - mc | $12.7M | 0.2% | +6% | — |
| 94 | — | LISTED FDS TR - mc | $12.7M | 0.2% | +1104% | — |
| 95 | — | VANGUARD INDEX FDS - cs | $12.6M | 0.2% | -16% | — |
| 96 |  $INTC | INTEL CORP | $12.6M | 0.2% | -24% | 45.6 |
| 97 | — | J P MORGAN EXCHANGE TRADED F - mc | $12.4M | 0.2% | -32% | — |
| 98 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $12.2M | 0.2% | +31% | 70 |
| 99 | — | FIRST TR EXCHANGE-TRADED FD - mc | $12.1M | 0.2% | +2% | — |
| 100 | — | ISHARES TR - mc | $12.0M | 0.2% | +3% | — |
| 101 |  $URI | UNITED RENTALS, INC. | $11.9M | 0.2% | -0% | 63.9 |
| 102 | — | ISHARES TR - cs | $11.9M | 0.2% | -17% | — |
| 103 | — | FIRST TR EXCHANGE-TRADED ALP - mc | $11.6M | 0.2% | +5% | — |
| 104 | — | JANUS DETROIT STR TR - mc | $11.5M | 0.2% | +7% | — |
| 105 |  $TGTX | TG THERAPEUTICS, INC. | $11.5M | 0.2% | +1% | 69.3 |
| 106 |  $RTX | RTX Corp | $11.5M | 0.2% | +0% | 73.2 |
| 107 |  $VST | Vistra Corp. | $11.5M | 0.2% | +6% | 71.9 |
| 108 | — | BLACKROCK ETF TRUST - mc | $11.4M | 0.2% | +3% | — |
| 109 | — | ISHARES TR - mc | $11.3M | 0.2% | -15% | — |
| 110 |  $GLW | CORNING INC /NY | $11.2M | 0.2% | -6% | 73.7 |
| 111 |  $MA | Mastercard Inc | $11.1M | 0.2% | +13% | 85.1 |
| 112 | — | VANGUARD SCOTTSDALE FDS - cs | $10.9M | 0.2% | +7% | — |
| 113 |  $CVX | CHEVRON CORP | $10.9M | 0.2% | -13% | 62.8 |
| 114 | — | ISHARES TR - mc | $10.9M | 0.2% | +79% | — |
| 115 |  $PLTR | Palantir Technologies Inc. | $10.7M | 0.2% | +14% | 84.6 |
| 116 |  $AMAT | APPLIED MATERIALS INC /DE | $10.5M | 0.2% | +25% | 72.3 |
| 117 | — | ISHARES TR - mc | $10.5M | 0.2% | +12% | — |
| 118 | — | VANGUARD INDEX FDS - cs | $10.4M | 0.2% | +0% | — |
| 119 |  $UBER | Uber Technologies, Inc | $10.4M | 0.2% | +5% | 73.5 |
| 120 | — | VANGUARD INTL EQUITY INDEX F - cs | $10.1M | 0.2% | +15% | — |
| 121 | — | ISHARES TR - mc | $10.1M | 0.2% | -1% | — |
| 122 | — | SCHWAB STRATEGIC TR - mc | $9.9M | 0.2% | +21% | — |
| 123 |  $JNJ | JOHNSON & JOHNSON | $9.8M | 0.2% | +9% | 69 |
| 124 |  $BAC | BANK OF AMERICA CORP /DE/ | $9.8M | 0.2% | -1% | 67.6 |
| 125 | — | BLACKROCK ETF TRUST II - mc | $9.7M | 0.2% | +6% | — |
| 126 | — | SELECT SECTOR SPDR TR - cs | $9.7M | 0.2% | -9% | — |
| 127 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.6M | 0.2% | -9% | — |
| 128 | — | FIRST TR EXCHANGE TRADED FD - mc | $9.5M | 0.2% | -6% | — |
| 129 | — | ISHARES TR - cs | $9.5M | 0.2% | +39% | — |
| 130 | — | SELECT SECTOR SPDR TR - cs | $9.4M | 0.2% | +27% | — |
| 131 |  $PWR | QUANTA SERVICES, INC. | $9.4M | 0.2% | -1% | 72.1 |
| 132 | — | ISHARES TR - cs | $9.3M | 0.2% | -13% | — |
| 133 | $GS | GOLDMAN SACHS GROUP INC | $9.3M | 0.2% | +8% | 73.5 |
| 134 | — | ISHARES TR - cs | $9.2M | 0.2% | +33% | — |
| 135 |  $LRCX | LAM RESEARCH CORP | $9.1M | 0.2% | +25% | 79.4 |
| 136 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $9.0M | 0.2% | NEW | — |
| 137 | — | ISHARES TR - mc | $9.0M | 0.2% | -1% | — |
| 138 | — | PIMCO ETF TR - cs | $8.9M | 0.2% | +7% | — |
| 139 | — | SCHWAB STRATEGIC TR - mc | $8.8M | 0.2% | +5% | — |
| 140 |  $MCD | MCDONALDS CORP | $8.7M | 0.2% | -6% | 69 |
| 141 | — | FIRST TR EXCHANGE-TRADED FD - cs | $8.6M | 0.2% | -10% | — |
| 142 | — | ISHARES TR - cs | $8.6M | 0.1% | -4% | — |
| 143 |  $FISV | FISERV INC | $8.5M | 0.1% | -1% | 60.6 |
| 144 | — | SPDR INDEX SHS FDS - cs | $8.5M | 0.1% | +18% | — |
| 145 |  $BAH | Booz Allen Hamilton Holding Corp | $8.3M | 0.1% | +5% | 58 |
| 146 | — | TIDAL TRUST I - mc | $8.3M | 0.1% | -13% | — |
| 147 |  $JAZZ | Jazz Pharmaceuticals plc | $8.2M | 0.1% | -13% | — |
| 148 |  $TJX | TJX COMPANIES INC /DE/ | $8.2M | 0.1% | +7% | 68.7 |
| 149 | — | BLACKROCK ETF TRUST - mc | $8.2M | 0.1% | NEW | — |
| 150 | — | ISHARES TR - cs | $8.1M | 0.1% | -5% | — |
New Positions (315)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$9.0M
$HONA Honeywell Aerospace Inc.$1.0MExited Positions (204)
$CYBR CyberArk Software Ltd.
$EXK ENDEAVOUR SILVER CORP
$CFLT Confluent, Inc.Browse Top Institutional Investors
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