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 $4.82B across 4,923 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($123.2M, 2.55%), NVDA ($113.7M, 2.36%), AMZN ($68.9M, 1.43%), MSFT ($64.7M, 1.34%), GOOG ($63.0M, 1.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $123.2M | 2.55% | 485,256 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $113.7M | 2.36% | 651,842 | Added |
| 3 | AMZN | AMAZON COM INC | $68.9M | 1.43% | 330,873 | Added |
| 4 | MSFT | MICROSOFT CORP | $64.7M | 1.34% | 174,800 | Added |
| 5 | GOOG | ALPHABET INC | $63.0M | 1.31% | 219,615 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $57.7M | 1.20% | 88,760 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $57.6M | 1.19% | 131,782 | Added |
| 8 | QQQ | INVESCO QQQ TR | $54.7M | 1.13% | 94,747 | Trimmed |
| 9 | IAU | ISHARES GOLD TR | $50.0M | 1.04% | 566,853 | Trimmed |
| 10 | TLT | ISHARES TR | $48.2M | 1.00% | 556,110 | Added |
| 11 | GOOGL | ALPHABET INC | $47.7M | 0.99% | 165,774 | Added |
| 12 | SPLG | SPDR SERIES TRUST | $41.3M | 0.86% | 539,854 | Trimmed |
| 13 | IVW | ISHARES TR | $38.8M | 0.80% | 343,155 | Trimmed |
| 14 | SPDW | SPDR INDEX SHS FDS | $37.7M | 0.78% | 825,847 | Added |
| 15 | DGRW | WISDOMTREE TR | $35.7M | 0.74% | 406,724 | Added |
| 16 | IVV | ISHARES TR | $35.4M | 0.73% | 54,205 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $34.3M | 0.71% | 57,405 | Added |
| 18 | IEF | ISHARES TR | $33.8M | 0.70% | 354,092 | Added |
| 19 | IVE | ISHARES TR | $32.3M | 0.67% | 152,743 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $30.8M | 0.64% | 30,884 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $30.2M | 0.63% | 157,243 | Added |
| 22 | OEF | ISHARES TR | $29.9M | 0.62% | 94,029 | Trimmed |
| 23 | AVGO | BROADCOM INC | $28.1M | 0.58% | 90,843 | Added |
| 24 | SCHG | SCHWAB STRATEGIC TR | $27.7M | 0.57% | 951,494 | Added |
| 25 | XOM | EXXON MOBIL CORP | $27.3M | 0.57% | 161,094 | Added |
Source: SEC Form 13F filings · as of 2026-03-31