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IFC & Insurance Marketing

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

Central Index Key (CIK): 0002095709

Tip: Access up to 7 years of quarterly data

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 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	8.0	$7.7M	140k	54.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.7	$7.4M	265k	27.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	7.1	$6.8M	60k	112.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.5	$6.2M	80k	77.18	View chart
First Tr Exchange-traded Growth Strength (FTGS)	6.0	$5.8M	170k	34.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	6.0	$5.7M	105k	54.55	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.8	$5.5M	110k	50.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.4	$4.3M	87k	48.93	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.6	$3.5M	88k	39.43	View chart
Spdr Series Trust State Street Spd (SPYM)	3.0	$2.8M	37k	76.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.9	$2.8M	47k	58.54	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.4	$2.3M	16k	145.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.2	$2.1M	79k	26.61	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	2.1	$2.0M	77k	26.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.1	$2.0M	33k	59.19	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$1.9M	38k	49.81	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.8	$1.7M	41k	40.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$1.6M	5.0k	320.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$1.4M	19k	75.10	View chart
Apple (AAPL)	1.4	$1.4M	5.5k	253.79	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	1.4	$1.4M	15k	93.43	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.3	$1.2M	22k	55.24	View chart
NVIDIA Corporation (NVDA)	1.1	$1.1M	6.2k	174.39	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.8	$785k	21k	38.26	View chart
Tesla Motors (TSLA)	0.8	$752k	2.0k	371.75	View chart
Wal-Mart Stores (WMT)	0.8	$721k	5.8k	124.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$716k	1.7k	430.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$706k	8.0k	88.16	View chart
Exxon Mobil Corporation (XOM)	0.7	$692k	4.1k	169.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$663k	1.0k	650.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$614k	1.1k	577.28	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.6	$563k	5.9k	95.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$517k	2.0k	261.91	View chart
Amazon (AMZN)	0.5	$502k	2.4k	208.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$492k	1.6k	298.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$465k	4.6k	100.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$455k	5.9k	77.11	View chart
Carvana Cl A (CVNA)	0.5	$451k	1.4k	314.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$417k	8.2k	50.61	View chart
Royal Caribbean Cruises (RCL)	0.4	$415k	1.5k	275.26	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$387k	4.2k	91.64	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.4	$384k	3.2k	120.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$379k	5.2k	73.64	View chart
Marriott Intl Cl A (MAR)	0.4	$379k	1.2k	327.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$341k	873.00	390.41	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$338k	3.1k	110.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$315k	11k	29.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$293k	3.5k	82.57	View chart
Carnival Corp Common Stock (CCL)	0.3	$290k	11k	25.88	View chart
Boeing Company (BA)	0.3	$287k	1.4k	198.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$268k	8.7k	30.68	View chart
Microsoft Corporation (MSFT)	0.3	$267k	721.00	369.93	View chart
Palantir Technologies Cl A (PLTR)	0.3	$264k	1.8k	146.28	View chart
Soundhound Ai Class A Com (SOUN)	0.3	$246k	36k	6.87	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$243k	10k	23.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$241k	3.8k	64.08	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$236k	2.6k	90.55	View chart
Spdr Series Trust State Street Spd (XOP)	0.2	$232k	1.3k	181.86	View chart
UnitedHealth (UNH)	0.2	$228k	841.00	270.75	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$227k	1.8k	124.90	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$223k	3.9k	57.91	View chart
Chevron Corporation (CVX)	0.2	$221k	1.1k	206.84	View chart
Keysight Technologies (KEYS)	0.2	$212k	752.00	282.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$209k	4.3k	48.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$206k	3.1k	67.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$201k	307.00	653.21	View chart
Unusual Machs Com Shs (UMAC)	0.1	$134k	11k	12.40	View chart
Ss Innovations International Com New (SSII)	0.1	$84k	17k	5.00	View chart
Re/max Hldgs Cl A (RMAX)	0.1	$60k	10k	5.76	View chart
Lithium Amers Corp Com Shs (LAC)	0.1	$54k	14k	3.95	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$15k	10k	1.40	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$8.5k	17k	0.52	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 Q1 filed April 17, 2026

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