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IFC & Insurance Marketing

Latest statistics and disclosures from IFC & Insurance Marketing's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, IDMO, FNDX, XLG, FTGS, and represent 36.67% of IFC & Insurance Marketing's stock portfolio.
Added to shares of these 10 stocks: IDMO, XLG, FNDX, FTGS, JAAA, VTI, CVNA, BE, VOO, FNDF.
Started 12 new stock positions in HWM, AIQ, RSP, CCL, FTEC, SPCX, KNX, VUG, BE, UEC. VOO, AMD.
Reduced shares in these 10 stocks: Carnival Corporation, XOP, AAPL, IEO, CVX, VEU, RCL, XOM, TSLA, SPYM.
Sold out of its positions in Carnival Corporation, CVX, IEO, RMAX, XOP, UP.
IFC & Insurance Marketing was a net buyer of stock by $8.3M.
IFC & Insurance Marketing has $114M in assets under management (AUM), dropping by 18.55%.
Central Index Key (CIK): 0002095709

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Positions held by IFC & Insurance Marketing consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IFC & Insurance Marketing

IFC & Insurance Marketing holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	8.9	$10M	+3%	62k	161.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	8.1	$9.1M	+8%	152k	60.29	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.7	$8.8M	+6%	282k	31.10	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	6.1	$6.9M	+8%	113k	61.23	View chart
First Tr Exchange-traded Growth Strength (FTGS)	5.9	$6.7M	+7%	182k	37.00	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.6	$6.3M	+2%	82k	76.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.3	$6.0M	+7%	118k	50.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.3	$4.9M	+7%	93k	52.76	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.6	$4.1M	+7%	95k	43.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.8	$3.2M		37k	87.88	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.5	$2.8M	+2%	48k	58.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.3	$2.6M	+7%	17k	154.29	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.2	$2.4M	+10%	37k	66.45	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	2.0	$2.3M	+6%	44k	52.88	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	2.0	$2.3M	+14%	87k	26.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.3M	+20%	6.1k	370.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.0	$2.2M	+6%	85k	26.50	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.8	$2.0M	+6%	40k	49.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$1.5M	-6%	18k	83.75	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	1.3	$1.4M		14k	100.60	View chart
Apple (AAPL)	1.2	$1.3M	-14%	4.7k	289.37	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.2	$1.3M		22k	60.29	View chart
NVIDIA Corporation (NVDA)	1.1	$1.3M	+5%	6.5k	200.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.1M	+35%	1.4k	736.49	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.8	$914k	+12%	23k	39.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$798k	+4%	1.1k	746.47	View chart
Tesla Motors (TSLA)	0.7	$787k	-7%	1.9k	420.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$719k	+7%	942.00	763.14	View chart
Wal-Mart Stores (WMT)	0.6	$673k	+2%	5.9k	113.26	View chart
Amazon (AMZN)	0.6	$644k	+12%	2.7k	238.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$639k	+26%	7.5k	85.49	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.6	$634k		5.9k	107.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$615k		1.7k	368.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$607k		8.0k	75.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$591k		1.9k	303.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$567k		1.6k	344.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$541k	+95%	17k	31.71	View chart
Carvana Cl A (CVNA)	0.4	$472k	+400%	7.2k	65.82	View chart
Exxon Mobil Corporation (XOM)	0.4	$470k	-15%	3.4k	136.70	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$470k		4.7k	100.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$412k	+12%	12k	33.84	View chart
Marriott Intl Cl A (MAR)	0.4	$404k	-5%	1.1k	370.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$393k	+3%	5.4k	73.42	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$390k		4.3k	91.63	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$389k	-6%	7.7k	50.57	View chart
Royal Caribbean Cruises (RCL)	0.3	$380k	-20%	1.2k	317.56	View chart
UnitedHealth (UNH)	0.3	$364k	+4%	875.00	415.80	View chart
Bloom Energy Corp Com Cl A (BE)	0.3	$341k	NEW	1.1k	302.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$336k	NEW	489.00	687.16	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$333k		3.0k	110.35	View chart
Unusual Machs Com Shs (UMAC)	0.3	$315k	+30%	14k	22.30	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$313k		3.2k	98.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$307k	+5%	3.7k	82.11	View chart
Carnival Corp Common Shares (CCL)	0.3	$294k	NEW	10k	28.57	View chart
Microsoft Corporation (MSFT)	0.3	$293k	+9%	786.00	373.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$274k	+30%	2.3k	116.67	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$273k	+17%	42k	6.47	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$270k	NEW	4.1k	65.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$267k		3.8k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$267k	+16%	357.00	748.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$267k	NEW	1.3k	212.77	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$266k	-2%	2.5k	104.48	View chart
Keysight Technologies (KEYS)	0.2	$263k		752.00	350.07	View chart
Boeing Company (BA)	0.2	$256k	-17%	1.2k	216.56	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$253k		3.9k	65.58	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$249k	NEW	873.00	285.58	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$248k		10k	24.31	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.2	$245k	NEW	3.1k	77.87	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$243k	NEW	1.4k	170.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$238k		3.1k	77.12	View chart
Howmet Aerospace (HWM)	0.2	$237k	NEW	881.00	268.81	View chart
Advanced Micro Devices (AMD)	0.2	$232k	NEW	400.00	580.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$211k		4.3k	48.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$209k	NEW	2.4k	86.14	View chart
Uranium Energy (UEC)	0.1	$138k	NEW	13k	10.66	View chart
Ss Innovations International Com New (SSII)	0.1	$77k	+11%	19k	4.15	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$53k		14k	3.85	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$21k	+7%	11k	1.92	View chart

Past Filings by IFC & Insurance Marketing

SEC 13F filings are viewable for IFC & Insurance Marketing going back to 2026

IFC & Insurance Marketing 2026 Q2 filed July 9, 2026
IFC & Insurance Marketing 2026 Q1 filed April 17, 2026

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