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IFG Advisors

Latest statistics and disclosures from IFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VOO, EFA, IJR, QQQ, and represent 44.31% of IFG Advisors's stock portfolio.
Added to shares of these 10 stocks: VYM (+$9.9M), VOO (+$6.1M), SPY, QQQM, IJH, VCSH, BIV, EFA, IJR, VNQ.
Started 6 new stock positions in LITE, BP, VV, VYM, SCHX, DGRO.
Reduced shares in these 10 stocks: DVY (-$8.2M), MDY, BSV, DKNG, VEA, RSPT, DFAC, AEE, PLTR, .
Sold out of its positions in AEE, CVNA, DPZ, DKNG, HEI, RSPT, IEFA, MELI, PLTR, VGIT. VCIT.
IFG Advisors was a net buyer of stock by $19M.
IFG Advisors has $611M in assets under management (AUM), dropping by 1.63%.
Central Index Key (CIK): 0001783412

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Portfolio Holdings for IFG Advisors

IFG Advisors holds 149 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	12.8	$78M	+6%	120k	650.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.1	$62M	+10%	103k	597.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	7.8	$48M		489k	97.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.5	$46M		367k	124.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.1	$37M		65k	577.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.8	$29M	+5%	123k	237.62	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	4.5	$27M	-2%	44k	616.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$20M	+6%	299k	67.53	View chart
Apple (AAPL)	2.8	$17M		68k	253.79	View chart
Ishares Tr Select Us Reit (ICF)	2.4	$15M		235k	61.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$12M	+2%	227k	54.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$12M	-2%	191k	64.08	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$10M		70k	145.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$10M	-5%	127k	78.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$9.9M	NEW	67k	148.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.6	$9.5M	+11%	123k	77.18	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$9.3M	-46%	61k	151.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$8.3M	+4%	106k	78.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$6.9M	-3%	178k	38.86	View chart
Cintas Corporation (CTAS)	1.1	$6.6M		39k	169.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$6.3M	+11%	71k	88.70	View chart
NVIDIA Corporation (NVDA)	0.9	$5.6M		32k	174.40	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.9	$5.5M	-2%	12k	463.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.8M		18k	261.92	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$4.2M	-3%	53k	79.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.7M		13k	287.57	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.5M	+3%	20k	169.66	View chart
Micron Technology (MU)	0.5	$3.3M		9.9k	337.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$3.1M	+58%	39k	79.27	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.4	$2.7M		107k	25.37	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.7M	+6%	26k	106.15	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.6M		8.8k	294.17	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$2.4M	+12%	118k	20.41	View chart
Amazon (AMZN)	0.4	$2.3M		11k	208.28	View chart
Microsoft Corporation (MSFT)	0.4	$2.3M		6.3k	370.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.2M		5.1k	426.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$2.1M	-4%	44k	48.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.0M		7.1k	287.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$2.0M		41k	48.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.9M	+4%	7.5k	247.99	View chart
Capital One Financial (COF)	0.3	$1.9M		10k	182.42	View chart
Meta Platforms Cl A (META)	0.3	$1.8M		3.2k	572.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M	+3%	5.4k	320.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.7M	-6%	49k	33.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.7M		16k	106.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	+2%	3.3k	479.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.5M	-2%	16k	97.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$1.5M		25k	62.45	View chart
Corning Incorporated (GLW)	0.2	$1.5M		11k	135.97	View chart
Philip Morris International (PM)	0.2	$1.4M		8.6k	165.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.4M		4.8k	286.87	View chart
American Express Company (AXP)	0.2	$1.3M		4.3k	302.49	View chart
Morgan Stanley Com New (MS)	0.2	$1.3M		7.6k	164.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.2M		56k	21.49	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	+3%	4.8k	244.46	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.1M		24k	45.65	View chart
Tesla Motors (TSLA)	0.2	$1.1M	-2%	3.0k	371.75	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M		1.1k	995.98	View chart
Abbvie (ABBV)	0.2	$1.1M		4.9k	217.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.1M		3.0k	356.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.1M	-4%	9.4k	113.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M	+67%	5.4k	191.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.0M		2.4k	436.74	View chart
Palo Alto Networks (PANW)	0.2	$1.0M		6.5k	160.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.0M		19k	52.78	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.0M	+50%	9.0k	112.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.0M	+28%	4.7k	215.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.0M	+16%	7.0k	142.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$942k		4.3k	217.27	View chart
Merck & Co (MRK)	0.1	$915k	+25%	7.6k	120.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$896k		13k	70.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$861k		12k	71.13	View chart
Home Depot (HD)	0.1	$856k		2.6k	328.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$852k		2.8k	302.21	View chart
Us Bancorp Com New (USB)	0.1	$812k		16k	52.01	View chart
Eli Lilly & Co. (LLY)	0.1	$752k		818.00	919.77	View chart
Union Pacific Corporation (UNP)	0.1	$732k		3.0k	242.62	View chart
Wal-Mart Stores (WMT)	0.1	$725k	+76%	5.8k	124.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$725k	-12%	10k	69.75	View chart
Bank of New York Mellon Corporation (BK)	0.1	$712k		6.0k	118.63	View chart
Citigroup Com New (C)	0.1	$703k		6.2k	113.42	View chart
Cisco Systems (CSCO)	0.1	$647k		8.3k	77.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$622k	-7%	6.2k	100.66	View chart
Teradyne (TER)	0.1	$599k		2.0k	296.46	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$592k		5.9k	100.63	View chart
Zevra Therapeutics Com New (ZVRA)	0.1	$576k	+112%	62k	9.32	View chart
Bank of America Corporation (BAC)	0.1	$571k		12k	48.75	View chart
Altria (MO)	0.1	$563k		8.5k	65.99	View chart
Netflix (NFLX)	0.1	$561k		5.8k	96.15	View chart
Northrop Grumman Corporation (NOC)	0.1	$540k		791.00	682.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$531k		4.0k	132.49	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$507k		6.1k	83.57	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$487k		1.2k	407.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$467k	NEW	18k	25.64	View chart
Walt Disney Company (DIS)	0.1	$462k		4.8k	96.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$455k		2.5k	181.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$449k	-2%	2.1k	211.19	View chart
Aon Shs Cl A (AON)	0.1	$449k		1.4k	322.78	View chart
Marathon Petroleum Corp (MPC)	0.1	$440k		1.8k	244.18	View chart
salesforce (CRM)	0.1	$428k	+3%	2.3k	186.68	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$414k		7.2k	57.64	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$413k	-5%	5.8k	71.72	View chart
McDonald's Corporation (MCD)	0.1	$412k		1.3k	310.90	View chart
Electronic Arts (EA)	0.1	$411k		2.0k	203.85	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$406k	-6%	8.5k	47.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$386k	NEW	1.3k	298.76	View chart
Starbucks Corporation (SBUX)	0.1	$386k		4.3k	89.60	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$385k	-4%	11k	33.67	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$384k		1.9k	203.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$382k	-4%	11k	33.86	View chart
Coca-Cola Company (KO)	0.1	$351k		4.6k	76.05	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$345k		3.7k	94.55	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$314k		2.5k	125.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$309k		619.00	499.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$307k	-3%	470.00	652.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$305k		1.4k	213.64	View chart
Allstate Corporation (ALL)	0.0	$303k		1.5k	207.34	View chart
Verizon Communications (VZ)	0.0	$300k	-19%	6.0k	50.20	View chart
Murphy Usa (MUSA)	0.0	$296k		600.00	493.97	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.0	$295k		9.6k	30.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$295k	-4%	1.5k	196.20	View chart
Nextera Energy (NEE)	0.0	$294k		3.2k	92.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$294k	+2%	3.8k	77.11	View chart
Honeywell International (HON)	0.0	$294k	-16%	1.3k	226.03	View chart
Nike CL B (NKE)	0.0	$293k		5.5k	52.82	View chart
Qualcomm (QCOM)	0.0	$292k		2.3k	128.80	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$282k		2.8k	101.95	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$279k	+4%	4.7k	59.03	View chart
Regions Financial Corporation (RF)	0.0	$263k		10k	26.12	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$262k		501.00	522.47	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.0	$257k		5.2k	48.88	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$256k	+9%	2.2k	118.44	View chart
Fortune Brands (FBIN)	0.0	$256k		6.6k	38.97	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$255k	NEW	3.6k	70.18	View chart
Abbott Laboratories (ABT)	0.0	$252k		2.5k	102.67	View chart
CSX Corporation (CSX)	0.0	$252k		6.1k	41.05	View chart
Lumentum Hldgs (LITE)	0.0	$250k	NEW	355.00	702.76	View chart
Emerson Electric (EMR)	0.0	$248k		1.9k	131.02	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$241k		5.1k	46.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$237k		4.2k	56.79	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$232k	-4%	2.4k	95.94	View chart
United Parcel Svcs CL B (UPS)	0.0	$228k		2.3k	98.38	View chart
BP Sponsored Adr (BP)	0.0	$225k	NEW	4.8k	47.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$222k		4.4k	50.60	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$221k		8.3k	26.58	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$218k		1.5k	144.72	View chart
Thermo Fisher Scientific (TMO)	0.0	$212k	-20%	432.00	491.53	View chart
Ge Aerospace Com New (GE)	0.0	$204k		718.00	283.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$202k		517.00	390.13	View chart

Past Filings by IFG Advisors

SEC 13F filings are viewable for IFG Advisors going back to 2019

IFG Advisors 2026 Q1 filed April 9, 2026
IFG Advisors 2025 Q4 filed Jan. 13, 2026
IFG Advisors 2025 Q3 filed Nov. 6, 2025
IFG Advisors 2025 Q2 filed July 28, 2025
IFG Advisors 2025 Q1 filed April 8, 2025
IFG Advisors 2024 Q4 filed Feb. 5, 2025
IFG Advisors 2024 Q3 filed Oct. 18, 2024
IFG Advisors 2024 Q2 filed July 22, 2024
IFG Advisors 2024 Q1 filed April 24, 2024
IFG Advisors 2023 Q4 filed Jan. 29, 2024
IFG Advisors 2023 Q3 filed Oct. 31, 2023
IFG Advisors 2023 Q2 filed July 18, 2023
IFG Advisors 2023 Q1 filed April 28, 2023
IFG Advisors 2022 Q4 filed Jan. 31, 2023
IFG Advisors 2022 Q3 filed Nov. 2, 2022
IFG Advisors 2022 Q2 filed Aug. 1, 2022

View all past filings

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