Q3 2026 13F · SEC CIK 1783412
IFG Advisors, LLC
Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $729.7M
- Reported positions
- 161
- Top holdings a year, 3 yrs
- +17.2%
- Assets under management
- $1.0B
IFG Advisors, LLC is a wealth manager that reported 161 positions worth $729.7M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 12.6%), Vanguard Index Fds (VOO, 11.1%), Ishares Tr (IJR, 7.1%). A portfolio copying its top holdings returned 17.2% a year over the last 3 years, against 20.4% for the S&P 500.
IFG Advisors, LLC holdings largest 50 of 161 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 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.
What IFG Advisors, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- IEFA Ishares Tr+87.9% shares
- USHY iShares Broad USD High Yield Corporate B+32.8% shares
- VCSH Vanguard Scottsdale Fds+27.8% shares
- BKLN Invesco Exch Traded Fd Tr II+6.9% shares
- BIV Vanguard Bd Index Fds+6.5% shares
- VO Vanguard Index Fds+6.2% shares
- IJH Ishares Tr+5.9% shares
Reduced
- VNQ Vanguard Index Fds-14.1% shares
- SCZ Ishares Tr-5.2% shares
Left the top 50
- GLW Corning Incwas 0.4%
- XOM Exxon Mobil Corpwas 0.4%
Share counts compared with the Q2 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
- +19.7% /yr
- S&P 500 +20.1%
- 3 years
- +17.2% /yr
- S&P 500 +20.4%
- 5 years
- +8.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $729.7M | 161 |
| Q2 2026 | $725.4M | 165 |
| Q1 2026 | $610.6M | 149 |
| Q4 2025 | $600.8M | 154 |
| Q3 2025 | $612.9M | 150 |
| Q2 2025 | $595.3M | 161 |
| Q1 2025 | $519.2M | 149 |
| Q4 2024 | $503.1M | 144 |
| Q3 2024 | $467.9M | 139 |
| Q2 2024 | $423.2M | 135 |
| Q1 2024 | $386.4M | 127 |
| Q4 2023 | $340.9M | 124 |
Questions about IFG Advisors, LLC's portfolio
What stocks does IFG Advisors, LLC own?
IFG Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 161 positions worth $729.7M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 12.6%, Vanguard Index Fds (VOO) at 11.1%, Ishares Tr (IJR) at 7.1%, Ishares Tr (EFA) at 6.8% and Invesco Qqq Tr (QQQ) at 6.4%.
What did IFG Advisors, LLC buy last quarter?
In Q3 2026, IFG Advisors, LLC added Ishares Tr (IEFA) (+87.9% shares), iShares Broad USD High Yield Corporate B (USHY) (+32.8% shares) and Vanguard Scottsdale Fds (VCSH) (+27.8% shares), compared with its Q2 2026 filing.
What did IFG Advisors, LLC sell last quarter?
In Q3 2026, IFG Advisors, LLC cut from its top 50 Corning Inc (GLW), cut from its top 50 Exxon Mobil Corp (XOM), Vanguard Index Fds (VNQ) (-14.1% shares) and Ishares Tr (SCZ) (-5.2% shares), compared with its Q2 2026 filing.
How has IFG Advisors, LLC's portfolio performed?
A portfolio copying IFG Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.7% against +20.1%. Over 5 years: +8.9% a year against +11.6%.
When is IFG Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. IFG Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does IFG Advisors, LLC manage?
IFG Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $729.7M.