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.
IFG Advisory, LLC (CIK 1728319) reported $34.9M across 332 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CBSH ($5.3M, 15.29%), DKL ($1.7M, 4.92%), MPLX ($1.5M, 4.31%), BIP ($1.5M, 4.18%), WES ($1.4M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CBSH | COMMERCE BANCSHARES INC | $5.3M | 15.29% | 108,410 | New |
| 2 | DKL | DELEK LOGISTICS PARTNERS LP | $1.7M | 4.92% | 34,481 | New |
| 3 | MPLX | MPLX LP | $1.5M | 4.31% | 26,320 | New |
| 4 | BIP | BROOKFIELD INFRASTRUCTURE PA | $1.5M | 4.18% | 40,333 | New |
| 5 | WES | WESTERN MIDSTREAM PARTNERS L | $1.4M | 4.08% | 34,577 | New |
| 6 | ET | ENERGY TRANSFER L P | $896,311 | 2.57% | 46,441 | Added |
| 7 | BUFF | INNOVATOR ETFS TRUST | $820,799 | 2.35% | 16,612 | New |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $706,743 | 2.03% | 18,187 | Trimmed |
| 9 | WOR | WORTHINGTON ENTERPRISES INC | $625,680 | 1.79% | 12,000 | New |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $529,032 | 1.52% | 12,530 | Trimmed |
| 11 | SUN | SUNOCO LP/SUNOCO FIN CORP | $530,155 | 1.52% | 8,160 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $472,101 | 1.35% | 2,707 | Trimmed |
| 13 | CAPL | CROSSAMERICA PARTNERS LP | $399,599 | 1.15% | 19,230 | New |
| 14 | WS | WORTHINGTON STL INC | $364,200 | 1.04% | 12,000 | New |
| 15 | AAPL | APPLE INC | $336,811 | 0.97% | 1,327 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $334,393 | 0.96% | 472 | Trimmed |
| 17 | HD | HOME DEPOT INC | $320,810 | 0.92% | 975 | Trimmed |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $249,102 | 0.71% | 7,333 | Trimmed |
| 19 | DVY | ISHARES TR | $249,372 | 0.71% | 1,647 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $244,871 | 0.70% | 511 | Trimmed |
| 21 | DFGP | DIMENSIONAL ETF TRUST | $242,145 | 0.69% | 4,485 | New |
| 22 | DUHP | DIMENSIONAL ETF TRUST | $235,485 | 0.68% | 6,406 | New |
| 23 | DFIC | DIMENSIONAL ETF TRUST | $232,864 | 0.67% | 6,554 | New |
| 24 | EPD | ENTERPRISE PRODS PARTNERS L | $227,040 | 0.65% | 6,000 | Trimmed |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $226,720 | 0.65% | 4,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31