Q2 2026 13F · SEC CIK 1641866

IFP Advisors, Inc

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.5B
Reported positions: 5,141
Top holdings a year, 3 yrs: +17.1%
Assets under management: $16.3B

IFP Advisors, Inc is a wealth manager that reported 5,141 positions worth $5.5B in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Apple Inc (AAPL, 2.5%), Nvidia Corporation Com (NVDA, 2.4%), Invesco Qqq Tr (QQQ, 1.4%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

IFP Advisors, Inc holdings largest 50 of 5,141 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.

IFP Advisors, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	2.5%	2.6%	484,958	-0.1%	$140.3M
NVDANvidia Corporation Com	2.4%	2.4%	663,778	+1.8%	$132.8M
QQQInvesco Qqq Tr	1.4%	1.1%	108,639	+14.7%	$80.0M
AMZNAmazon Com Inc Com	1.4%	1.4%	328,243	-0.8%	$78.2M
MSFTMicrosoft Corp	1.2%	1.3%	180,462	+3.2%	$67.3M
GOOGAlphabet Inc	1.2%	1.3%	188,042	-14.4%	$66.4M
VUGVanguard Indx Fd	1.2%	1.2%	742,981	+463.8%	$64.0M
GOOGLAlphabet Inc	1.1%	1.0%	168,260	+1.5%	$60.1M
SPYSpdr S&p 500 ETF Tr	1.0%	1.2%	76,832	-13.4%	$57.4M
SPLGSpdr Series Trust	1.0%	0.9%	632,889	+17.2%	$55.6M
AMDAdvanced Micro Devices Inc	0.8%	—	80,458	—	$46.7M
SPDWSPDR Portfolio Developed World	0.8%	0.8%	915,993	+10.9%	$46.2M
VOOVanguard S&p 500 ETF	0.8%	0.7%	64,339	+12.1%	$44.2M
IEFiShs 7-10 ys Tsy	0.8%	0.7%	467,027	+31.9%	$44.2M
IAUIshares Gold Trust	0.8%	1.0%	555,136	-2.1%	$41.9M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	54,261	+0.1%	$40.6M
PANWPalo Alto Networks Inc	0.7%	—	116,369	—	$39.7M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.7%	0.7%	406,971	+0.1%	$38.9M
TLTIshares 20 Year Treasury Bond ETF	0.7%	1.0%	446,710	-19.7%	$38.6M
IGSBIshares 1-3 Yr Credit Bond ETF	0.7%	0.5%	727,413	+70.3%	$38.1M
IVWIshares	0.7%	0.8%	269,980	-21.3%	$37.1M
IVEIshares S&p 500 Value ETF	0.6%	0.7%	148,739	-2.6%	$33.8M
HDVIshares Tr	0.6%	—	1,219,092	—	$33.4M
RSPInvesco S&p 500 Equal Weight ETF	0.6%	0.6%	156,520	-0.5%	$33.3M
AVGOBroadcom Inc	0.6%	0.6%	87,886	-3.3%	$33.2M
VGTVanguard Info Tech	0.6%	0.5%	275,462	+731.7%	$32.9M
CGDVCapital Group Dividend Value ETF	0.6%	0.6%	666,097	+5.4%	$32.8M
SCHGSchwab U.s. Large-Cap Growth ETF	0.6%	0.6%	937,753	-1.4%	$31.7M
SCHMSchwab Strategic Tr	0.5%	0.5%	775,129	+0.0%	$28.6M
CGGRCapital Group Growth ETF	0.5%	0.5%	604,049	+5.9%	$28.5M
UCONFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	1,129,539	+26.5%	$28.1M
COSTCostco Whsl Corp New	0.5%	0.6%	29,628	-4.1%	$27.7M
VYMVym	0.5%	0.5%	174,068	+2.7%	$27.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	54,780	+3.2%	$27.4M
OEFIshares S&p 100 ETF	0.5%	0.6%	72,781	-22.6%	$26.6M
ITAIshares U.s. Aerospace & Defense ETF	0.5%	0.5%	109,759	+2.2%	$26.6M
VIGVanguard Dividend Appreciation ETF	0.5%	0.5%	109,943	+5.0%	$26.0M
FTSMFirst Tr Exchange-Traded Fd	0.4%	0.5%	412,661	-5.3%	$24.6M
LLYLilly Eli & Co	0.4%	—	20,352	—	$24.4M
XOMExxon Mobil Corp	0.4%	0.6%	171,296	+6.3%	$23.4M
METAMeta Platforms Inc Class A	0.4%	0.5%	41,474	+2.2%	$23.4M
VEAVanguard Tax-Managed Fds	0.4%	—	327,485	—	$23.3M
JPMJpmorgan Chase & Co	0.4%	0.4%	70,542	+3.9%	$23.1M
SCHDSchwab Strategic Tr	0.4%	0.4%	712,723	+2.5%	$22.6M
IEFAIshares Core Msci Eafe ETF	0.4%	0.4%	233,923	+5.7%	$22.6M
TDIVFirst Tr Exchange Traded Fd	0.4%	0.4%	194,679	+2.6%	$22.4M
SCHXSchwab Stratgc Tr	0.4%	0.4%	756,568	+6.1%	$22.3M
IEMGIshares	0.4%	0.5%	258,623	-24.2%	$21.4M
GSEWGoldman Sachs Equal Weight U.s. Large Ca	0.4%	0.4%	225,517	+2.9%	$21.3M
ABTAbbott Laboratories	0.4%	—	234,173	—	$21.2M

What IFP Advisors, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: +19.1% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +14.4% /yr; S&P 500 +15.9%

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	$5.5B	5,141
Q1 2026	$4.8B	5,029
Q4 2025	$4.5B	4,897
Q3 2025	$3.9B	4,841
Q2 2025	$3.5B	4,925
Q1 2025	$3.2B	4,312
Q4 2024	$3.1B	4,607
Q3 2024	$2.8B	3,314
Q2 2024	$2.5B	3,241
Q1 2024	$2.3B	3,134
Q4 2023	$2.1B	3,048
Q3 2023	$2.2B	3,310

Questions about IFP Advisors, Inc's portfolio

What stocks does IFP Advisors, Inc own?

IFP Advisors, Inc's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 5,141 positions worth $5.5B. The largest are Apple Inc (AAPL) at 2.5%, Nvidia Corporation Com (NVDA) at 2.4%, Invesco Qqq Tr (QQQ) at 1.4%, Amazon Com Inc Com (AMZN) at 1.4% and Microsoft Corp (MSFT) at 1.2%.

What did IFP Advisors, Inc buy last quarter?

In Q2 2026, IFP Advisors, Inc added Vanguard Info Tech (VGT) (+731.7% shares), Vanguard Indx Fd (VUG) (+463.8% shares) and Ishares 1-3 Yr Credit Bond ETF (IGSB) (+70.3% shares), compared with its Q1 2026 filing.

What did IFP Advisors, Inc sell last quarter?

In Q2 2026, IFP Advisors, Inc cut from its top 50 Anglogold Ashanti PLC (AU), cut from its top 50 Franco Nev Corp (FNV), cut from its top 50 Ishares (IWM), cut from its top 50 Vanguard Index Fds (VOT), cut from its top 50 J P Morgan Exchange Traded Fd (JPST), Ishares (IEMG) (-24.2% shares), Ishares S&p 100 ETF (OEF) (-22.6% shares) and Ishares (IVW) (-21.3% shares), compared with its Q1 2026 filing.

How has IFP Advisors, Inc's portfolio performed?

A portfolio copying IFP Advisors, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.1% against +20.1%. Over 5 years: +14.4% a year against +15.9%.

When is IFP Advisors, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. IFP Advisors, 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 IFP Advisors, Inc manage?

IFP Advisors, Inc reported $16.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.5B.