Ifp Advisors, Inc Portfolio Stock Holdings
Ifp Advisors, Inc disclosed 5147 stock positions valued at approximately $5.5 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and INVESCO QQQ TR. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 5147
- Portfolio Value
- $5.5B
Holdings by Sector
Ifp Advisors, Inc Portfolio Holdings in Q2 2026
4374 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 2.53% | 484,958 | -298 | -0.06% | $140,327,447 |
| NVIDIA CORPORATION | NVDA | Technology | 2.40% | 663,778 | +11,936 | +1.83% | $132,815,340 |
| INVESCO QQQ TR | QQQ | Other | 1.44% | 108,639 | +13,892 | +14.66% | $80,001,760 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.41% | 328,243 | -2,630 | -0.79% | $78,233,437 |
| MICROSOFT CORP | MSFT | Technology | 1.22% | 180,462 | +5,662 | +3.24% | $67,315,935 |
| ALPHABET INC | GOOG | Communication Services | 1.20% | 188,042 | -31,573 | -14.38% | $66,440,880 |
| VANGUARD INDEX FDS | VUG | Other | 1.16% | 742,981 | +611,199 | +463.80% | $64,000,383 |
| ALPHABET INC | GOOGL | Communication Services | 1.09% | 168,260 | +2,486 | +1.50% | $60,131,076 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.04% | 76,832 | -11,928 | -13.44% | $57,375,833 |
| SPDR SERIES TRUST | SPLG | Other | 1.00% | 632,889 | +93,035 | +17.23% | $55,618,285 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.84% | 80,458 | +3,156 | +4.08% | $46,738,857 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.83% | 915,993 | +90,146 | +10.92% | $46,156,887 |
| VANGUARD INDEX FDS | VOO | Other | 0.80% | 64,339 | +6,934 | +12.08% | $44,188,669 |
| ISHARES TR | IEF | Other | 0.80% | 467,027 | +112,935 | +31.89% | $44,166,743 |
| ISHARES GOLD TR | IAU | Other | 0.76% | 555,136 | -11,717 | -2.07% | $41,918,319 |
| ISHARES TR | IVV | Other | 0.73% | 54,261 | +56 | +0.10% | $40,635,520 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.72% | 116,369 | +7,577 | +6.96% | $39,684,156 |
| WISDOMTREE TR | DGRW | Other | 0.70% | 406,971 | +247 | +0.06% | $38,914,567 |
| ISHARES TR | TLT | Other | 0.70% | 446,710 | -109,400 | -19.67% | $38,604,678 |
| ISHARES TR | IGSB | Other | 0.69% | 727,413 | +300,268 | +70.30% | $38,123,715 |
| ISHARES TR | IVW | Other | 0.67% | 269,980 | -73,175 | -21.32% | $37,130,349 |
| ISHARES TR | IVE | Other | 0.61% | 148,739 | -4,004 | -2.62% | $33,772,677 |
| ISHARES TR | HDV | Other | 0.60% | 1,219,092 | +1,093,020 | +866.98% | $33,415,312 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.60% | 156,520 | -723 | -0.46% | $33,302,760 |
| BROADCOM INC | AVGO | Technology | 0.60% | 87,886 | -2,957 | -3.26% | $33,198,936 |
| VANGUARD WORLD FD | VGT | Other | 0.59% | 275,462 | +242,342 | +731.71% | $32,923,218 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.59% | 666,097 | +33,843 | +5.35% | $32,825,260 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.57% | 937,753 | -13,741 | -1.44% | $31,733,562 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.52% | 775,129 | +257 | +0.03% | $28,579,006 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.51% | 604,049 | +33,559 | +5.88% | $28,511,113 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.51% | 1,129,539 | +236,972 | +26.55% | $28,102,930 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.50% | 29,628 | -1,256 | -4.07% | $27,716,105 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.50% | 174,068 | +4,646 | +2.74% | $27,507,966 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 54,780 | +1,703 | +3.21% | $27,411,364 |
| ISHARES TR | OEF | Other | 0.48% | 72,781 | -21,248 | -22.60% | $26,628,384 |
| ISHARES TR | ITA | Other | 0.48% | 109,759 | +2,375 | +2.21% | $26,607,777 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.47% | 109,943 | +5,199 | +4.96% | $26,014,713 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.45% | 412,661 | -22,873 | -5.25% | $24,648,242 |
| ELI LILLY & CO | LLY | Healthcare | 0.44% | 20,352 | +2,078 | +11.37% | $24,410,799 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 171,296 | +10,202 | +6.33% | $23,419,589 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 41,474 | +908 | +2.24% | $23,361,889 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.42% | 327,485 | +60,492 | +22.66% | $23,333,306 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.42% | 70,542 | +2,652 | +3.91% | $23,090,513 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.41% | 712,723 | +17,536 | +2.52% | $22,600,446 |
| ISHARES TR | IEFA | Other | 0.41% | 233,923 | +12,684 | +5.73% | $22,592,283 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.40% | 194,679 | +4,851 | +2.56% | $22,364,724 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.40% | 756,568 | +43,581 | +6.11% | $22,265,796 |
| ISHARES INC | IEMG | Other | 0.39% | 258,623 | -82,578 | -24.20% | $21,424,329 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 0.38% | 225,517 | +6,447 | +2.94% | $21,293,315 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.38% | 234,173 | +176,649 | +307.09% | $21,248,858 |
| ISHARES TR | EFG | Other | 0.36% | 159,304 | +48,087 | +43.24% | $19,820,604 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.35% | 439,025 | +16,207 | +3.83% | $19,527,832 |
| ISHARES TR | ITOT | Other | 0.35% | 118,813 | -1,398 | -1.16% | $19,517,412 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.34% | 16,479 | +3,908 | +31.09% | $19,021,545 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.34% | 89,770 | +2,480 | +2.84% | $18,711,659 |
| ISHARES TR | TFLO | Other | 0.33% | 363,276 | +66,964 | +22.60% | $18,392,664 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 253,572 | +83,081 | +48.73% | $18,105,041 |
| ISHARES TR | IJH | Other | 0.32% | 226,750 | -497 | -0.22% | $17,484,692 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 154,200 | +13,641 | +9.70% | $17,464,692 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.31% | 601,558 | +30,216 | +5.29% | $17,421,120 |
| TESLA INC | TSLA | Consumer Cyclical | 0.31% | 41,167 | +397 | +0.97% | $17,314,840 |
| ISHARES TR | EFA | Other | 0.31% | 165,876 | +2,045 | +1.25% | $17,231,199 |
| VANGUARD STAR FDS | VXUS | Other | 0.30% | 196,113 | +17,855 | +10.02% | $16,765,700 |
| VANECK ETF TRUST | GDX | Other | 0.30% | 216,648 | +151,621 | +233.17% | $16,346,092 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.29% | 39,233 | -5,562 | -12.42% | $16,306,412 |
| ISHARES TR | IJR | Other | 0.29% | 108,901 | +2,042 | +1.91% | $16,151,107 |
| VISA INC | V | Financial Services | 0.29% | 46,449 | +1,502 | +3.34% | $15,936,187 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 0.29% | 174,206 | +4,041 | +2.37% | $15,898,040 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.29% | 263,334 | +5,604 | +2.17% | $15,876,407 |
| VANECK ETF TRUST | MOAT | Other | 0.29% | 152,692 | +6,301 | +4.30% | $15,873,860 |
| VANGUARD BD INDEX FDS | BND | Other | 0.29% | 215,008 | -20,117 | -8.56% | $15,783,737 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.28% | 62,273 | +1,279 | +2.10% | $15,242,562 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 42,759 | +4,764 | +12.54% | $15,080,244 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.27% | 44,957 | +1,046 | +2.38% | $15,052,503 |
| BLOCK INC | SQ | Technology | 0.27% | 196,142 | -14,818 | -7.02% | $14,906,792 |
| CATERPILLAR INC | CAT | Industrials | 0.27% | 13,949 | -2,613 | -15.78% | $14,854,290 |
| ISHARES TR | SHY | Other | 0.27% | 180,492 | +25,675 | +16.58% | $14,820,198 |
| VANGUARD INDEX FDS | VBK | Other | 0.25% | 38,550 | -11,753 | -23.36% | $14,097,735 |
| ISHARES TR | SOXX | Other | 0.25% | 21,936 | -605 | -2.68% | $14,055,711 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 36,746 | -16,193 | -30.59% | $13,597,490 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.24% | 17,760 | -524 | -2.87% | $13,553,366 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.24% | 270,349 | -24,819 | -8.41% | $13,457,973 |
| TERADYNE INC | TER | Technology | 0.24% | 27,669 | +234 | +0.85% | $13,387,369 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 0.24% | 165,301 | -95,096 | -36.52% | $13,371,198 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 52,930 | -2,013 | -3.66% | $13,319,305 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.24% | 347,015 | +18,166 | +5.52% | $13,172,689 |
| ISHARES TR | IWP | Other | 0.23% | 88,152 | +9,016 | +11.39% | $12,906,334 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.23% | 67,401 | +2,661 | +4.11% | $12,841,239 |
| CISCO SYS INC | CSCO | Technology | 0.23% | 109,237 | -22,098 | -16.83% | $12,830,978 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.23% | 87,479 | +9,756 | +12.55% | $12,827,921 |
| VANGUARD INDEX FDS | VOE | Other | 0.23% | 64,604 | +2,764 | +4.47% | $12,765,750 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.23% | 246,034 | +29,386 | +13.56% | $12,717,497 |
| ISHARES TR | IAGG | Other | 0.23% | 250,856 | +14,166 | +5.99% | $12,693,314 |
| LISTED FDS TR | MAGS | Other | 0.23% | 196,837 | +180,495 | +1104.49% | $12,656,619 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 57,979 | -11,108 | -16.08% | $12,635,363 |
| INTEL CORP | INTC | Technology | 0.23% | 90,338 | -28,267 | -23.83% | $12,613,895 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.22% | 245,334 | -117,133 | -32.32% | $12,406,540 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.22% | 43,273 | +10,130 | +30.56% | $12,168,800 |
| ISHARES TR | IBDR | Other | 0.22% | 495,135 | +13,900 | +2.89% | $11,997,121 |
| UNITED RENTALS INC | URI | Industrials | 0.22% | 10,543 | -30 | -0.28% | $11,944,059 |