Q2 2026 13F · SEC CIK 2095709

IFC & Insurance Marketing, Inc.

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $113.6M
Reported positions: 78
Holdings vs S&P 500, 3 yrs: —
Assets under management: $173.5M

IFC & Insurance Marketing, Inc. is a wealth manager that reported 78 positions worth $113.6M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Invesco Exch Traded Fd Tr II (SPMO, 8.9%), Invesco Exch Traded Fd Tr II (IDMO, 8.1%), Schwab Strategic Tr (FNDX, 7.7%).

IFC & Insurance Marketing, Inc. holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

IFC & Insurance Marketing, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPMOInvesco Exch Traded Fd Tr II	8.9%	7.1%	62,342	+3.3%	$10.1M
IDMOInvesco Exch Traded Fd Tr II	8.1%	8.0%	151,715	+8.2%	$9.1M
FNDXSchwab Strategic Tr	7.7%	7.7%	281,542	+6.4%	$8.8M
XLGInvesco S&P 500 Top 50 ETF Total	6.1%	6.0%	113,274	+8.3%	$6.9M
FTGSFirst Tr Exchange-Traded Fd	5.9%	6.0%	182,240	+7.4%	$6.7M
BIVVanguard Bd Index Fds	5.6%	6.5%	82,235	+2.4%	$6.3M
JAAAJanus Detroit Str Tr	5.3%	5.8%	118,320	+7.7%	$6.0M
FNDFSchwab Strategic Tr	4.3%	4.4%	93,214	+7.2%	$4.9M
SDVYFirst Tr Exchange-Traded Fd	3.6%	3.6%	95,140	+7.6%	$4.1M
SPLGSpdr Series Trust	2.8%	3.0%	36,487	-1.9%	$3.2M
VGSHVanguard Short-Term Treasury ETF Total	2.5%	2.9%	48,378	+2.5%	$2.8M
VSSVanguard Intl Equity Index F	2.3%	2.4%	17,082	+7.7%	$2.6M
USRTIshares Tr	2.2%	2.1%	36,836	+10.9%	$2.4M
XCEMColumbia ETF Tr II	2.0%	1.8%	43,948	+6.3%	$2.3M
SCYBSchwab Strategic Tr	2.0%	2.1%	87,241	+14.0%	$2.3M
VTIVanguard Index Fds	2.0%	1.7%	6,083	+21.0%	$2.3M
SCHPSchwab Strategic Tr	2.0%	2.2%	84,565	+6.7%	$2.2M
LMBSFirst Tr Exchange-Traded Fd	1.8%	2.0%	40,133	+6.9%	$2.0M
VEUVanguard FTSE All	1.3%	1.5%	17,728	-6.6%	$1.5M
BKIEBNY Mellon International Equity ETF Tota	1.3%	1.4%	14,398	-0.8%	$1.4M
AAPLApple Inc	1.2%	1.4%	4,657	-14.7%	$1.3M
FDVVFidelity High Dividend ETF Total	1.2%	1.3%	21,787	-1.7%	$1.3M
NVDANvidia Corporation Com	1.1%	1.1%	6,495	+5.5%	$1.3M
QQQInvesco Qqq Tr	0.9%	0.6%	1,438	+35.2%	$1.1M
FNDESchwab Fundamental Emerging Markets Equi	0.8%	0.8%	23,028	+12.2%	$914K
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	1,069	+4.9%	$798K
TSLATesla Inc Com	0.7%	0.8%	1,871	-7.5%	$787K
CRWDCrowdstrike Hldgs Inc Class A	0.6%	0.4%	942	+7.9%	$719K
WMTWalmart Inc	0.6%	0.8%	5,944	+2.4%	$673K
AMZNAmazon Com Inc Com	0.6%	0.5%	2,700	+12.1%	$644K
VXUSVanguard Star Fds Vanguard Total Intl St	0.6%	0.5%	7,471	+26.5%	$639K
BBREJp Morgan ETF Trust Betabuilders Msci US	0.6%	0.6%	5,910	+0.4%	$634K
GLDSpdr Gold Shares	0.5%	0.7%	1,670	+0.3%	$615K
IAUIshares Gold Trust	0.5%	0.7%	8,036	+0.3%	$607K
VBVanguard Indx Fd	0.5%	0.5%	1,948	-1.3%	$591K
VVVanguard Inx Lrg	0.5%	0.5%	1,647	+0.1%	$567K
SCHDSchwab Strategic Tr	0.5%	—	17,067	—	$541K
CVNACarvana Co	0.4%	0.5%	7,175	+400.0%	$472K
XOMExxon Mobil Corp	0.4%	0.7%	3,441	-15.7%	$470K
SGOViShares 0-3 Month Treasury Bon	0.4%	0.5%	4,665	+0.9%	$470K
SCHGSchwab U.s. Large-Cap Growth ETF	0.4%	0.3%	12,183	+12.6%	$412K
MARMarriott Intl Inc New Cl A	0.4%	0.4%	1,090	-6.0%	$404K
BNDVanguard Total Bond Market ETF	0.3%	0.4%	5,353	+3.9%	$393K
BILSPDR Brcy1-3 Ser	0.3%	0.4%	4,256	+0.9%	$390K
JPSTJ P Morgan Exchange Traded Fd	0.3%	0.4%	7,686	-6.8%	$389K
RCLRoyal Caribbean Group	0.3%	0.4%	1,195	-20.8%	$379K
UNHUnitedhealth Group Inc Com	0.3%	—	875	—	$364K
BEBloom Energy Corp	0.3%	—	1,125	—	$341K
VOOVanguard S&p 500 ETF	0.3%	—	489	—	$336K
SHVIshares Tr	0.3%	0.4%	3,017	-1.4%	$333K

What IFC & Insurance Marketing, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CVNA Carvana Co+400.0% shares
QQQ Invesco Qqq Tr+35.2% shares
VXUS Vanguard Star Fds Vanguard Total Intl St+26.5% shares
VTI Vanguard Index Fds+21.0% shares
SCYB Schwab Strategic Tr+14.0% shares
SCHG Schwab U.s. Large-Cap Growth ETF+12.6% shares
FNDE Schwab Fundamental Emerging Markets Equi+12.2% shares
AMZN Amazon Com Inc Com+12.1% shares

Reduced

RCL Royal Caribbean Group-20.8% shares
XOM Exxon Mobil Corp-15.7% shares
AAPL Apple Inc-14.7% shares
TSLA Tesla Inc Com-7.5% shares
JPST J P Morgan Exchange Traded Fd-6.8% shares
VEU Vanguard FTSE All-6.6% shares
MAR Marriott Intl Inc New Cl A-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$113.6M	78
Q1 2026	$95.8M	72
Q4 2025	$100.8M	727

Questions about IFC & Insurance Marketing, Inc.'s portfolio

What stocks does IFC & Insurance Marketing, Inc. own?

IFC & Insurance Marketing, Inc.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 78 positions worth $113.6M. The largest are Invesco Exch Traded Fd Tr II (SPMO) at 8.9%, Invesco Exch Traded Fd Tr II (IDMO) at 8.1%, Schwab Strategic Tr (FNDX) at 7.7%, Invesco S&P 500 Top 50 ETF Total (XLG) at 6.1% and First Tr Exchange-Traded Fd (FTGS) at 5.9%.

What did IFC & Insurance Marketing, Inc. buy last quarter?

In Q2 2026, IFC & Insurance Marketing, Inc. added Carvana Co (CVNA) (+400.0% shares), Invesco Qqq Tr (QQQ) (+35.2% shares) and Vanguard Star Fds Vanguard Total Intl St (VXUS) (+26.5% shares), compared with its Q1 2026 filing.

What did IFC & Insurance Marketing, Inc. sell last quarter?

In Q2 2026, IFC & Insurance Marketing, Inc. cut from its top 50 Vaneck ETF Trust (GDXJ), cut from its top 50 iShs Lehman 1-3Tsy (SHY), cut from its top 50 Carnival Corp (CUK), cut from its top 50 Boeing Co (BA), Royal Caribbean Group (RCL) (-20.8% shares), Exxon Mobil Corp (XOM) (-15.7% shares) and Apple Inc (AAPL) (-14.7% shares), compared with its Q1 2026 filing.

When is IFC & Insurance Marketing, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. IFC & Insurance Marketing, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does IFC & Insurance Marketing, Inc. manage?

IFC & Insurance Marketing, Inc. reported $173.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $113.6M.