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.
IFP Advisors, Inc (CIK 1641866) reported $5.54B across 5,126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($140.3M, 2.53%), NVDA ($132.8M, 2.40%), QQQ ($80.0M, 1.44%), AMZN ($78.2M, 1.41%), MSFT ($67.3M, 1.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $140.3M | 2.53% | 484,958 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $132.8M | 2.40% | 663,778 | Added |
| 3 | QQQ | INVESCO QQQ TR | $80.0M | 1.44% | 108,639 | Added |
| 4 | AMZN | AMAZON COM INC | $78.2M | 1.41% | 328,243 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $67.3M | 1.22% | 180,462 | Added |
| 6 | GOOG | ALPHABET INC | $66.4M | 1.20% | 188,042 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $64.0M | 1.16% | 742,981 | Added |
| 8 | GOOGL | ALPHABET INC | $60.1M | 1.09% | 168,260 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $57.4M | 1.04% | 76,832 | Trimmed |
| 10 | SPLG | SPDR SERIES TRUST | $55.6M | 1.00% | 632,889 | Added |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $46.7M | 0.84% | 80,458 | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $46.2M | 0.83% | 915,993 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $44.2M | 0.80% | 64,339 | Added |
| 14 | IEF | ISHARES TR | $44.2M | 0.80% | 467,027 | Added |
| 15 | IAU | ISHARES GOLD TR | $41.9M | 0.76% | 555,136 | Trimmed |
| 16 | IVV | ISHARES TR | $40.6M | 0.73% | 54,261 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $39.7M | 0.72% | 116,369 | Added |
| 18 | DGRW | WISDOMTREE TR | $38.9M | 0.70% | 406,971 | Added |
| 19 | TLT | ISHARES TR | $38.6M | 0.70% | 446,710 | Trimmed |
| 20 | IGSB | ISHARES TR | $38.1M | 0.69% | 727,413 | Added |
| 21 | IVW | ISHARES TR | $37.1M | 0.67% | 269,980 | Trimmed |
| 22 | IVE | ISHARES TR | $33.8M | 0.61% | 148,739 | Trimmed |
| 23 | HDV | ISHARES TR | $33.4M | 0.60% | 1.2M | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $33.3M | 0.60% | 156,520 | Trimmed |
| 25 | AVGO | BROADCOM INC | $33.2M | 0.60% | 87,886 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30