Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IFC Advisors LLC (CIK 2053348) reported $698.9M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($114.9M, 16.45%), MGK ($68.9M, 9.86%), CARY ($61.7M, 8.83%), PREF ($51.4M, 7.35%), VO ($37.6M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $114.9M | 16.45% | 585,861 | Added |
| 2 | MGK | VANGUARD WORLD FD | $68.9M | 9.86% | 187,508 | Added |
| 3 | CARY | ANGEL OAK FUNDS TRUST | $61.7M | 8.83% | 3.0M | New |
| 4 | PREF | PRINCIPAL EXCHANGE TRADED FD | $51.4M | 7.35% | 2.7M | Added |
| 5 | VO | VANGUARD INDEX FDS | $37.6M | 5.39% | 131,097 | Trimmed |
| 6 | UYLD | ANGEL OAK FUNDS TRUST | $16.0M | 2.29% | 313,913 | Added |
| 7 | GENI | GENIUS SPORTS LIMITED | $15.9M | 2.27% | 3.6M | Added |
| 8 | TXUE | THORNBURG ETF TR | $15.7M | 2.25% | 488,245 | New |
| 9 | AAPL | APPLE INC | $14.6M | 2.10% | 57,725 | Trimmed |
| 10 | ACWI | ISHARES TR | $14.4M | 2.06% | 104,276 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $11.0M | 1.58% | 63,187 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $10.8M | 1.55% | 37,722 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.8M | 1.54% | 22,534 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $10.5M | 1.51% | 32,877 | Hold |
| 15 | MSFT | MICROSOFT CORP | $9.9M | 1.42% | 26,876 | Added |
| 16 | IVV | ISHARES TR | $9.6M | 1.38% | 14,762 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $9.0M | 1.29% | 43,197 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.22% | 28,969 | Added |
| 19 | MFDX | PIMCO EQUITY SER | $6.6M | 0.95% | 166,028 | Trimmed |
| 20 | KKR | KKR & CO INC | $6.4M | 0.92% | 69,569 | Added |
| 21 | RTX | RTX CORPORATION | $6.4M | 0.91% | 33,049 | Trimmed |
| 22 | PGR | PROGRESSIVE CORP | $6.0M | 0.87% | 30,507 | Added |
| 23 | IWR | ISHARES TR | $6.0M | 0.85% | 61,198 | Trimmed |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $5.8M | 0.83% | 134,265 | Hold |
| 25 | NEE | NEXTERA ENERGY INC | $5.6M | 0.80% | 60,442 | Added |
Source: SEC Form 13F filings · as of 2026-03-31