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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, IJR, EFA, QQQ, and represent 44.38% of IFG Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$6.1M), USHY (+$5.5M), IEFA, VYM, IWF, IJH, VO, IJR, VUG, VCSH.
Started 19 new stock positions in CAT, NBIS, TCV, VGIT, VIOV, AMD, USHY, VIOG, EAGG, GEV. HEI, DKNG, IEFA, DELL, DE, XLK, IWY, REPL, AEE.
Reduced shares in these 10 stocks: DVY, VNQ, HYG, SCZ, MU, VWO, Honeywell International, QQQ, ICF, MDY.
Sold out of its positions in BP, Honeywell International, MDYG.
IFG Advisors was a net buyer of stock by $28M.
IFG Advisors has $725M in assets under management (AUM), dropping by 18.80%.
Central Index Key (CIK): 0001783412

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Portfolio Holdings for IFG Advisors

IFG Advisors holds 165 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	12.5	$91M		121k	746.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.6	$77M	+8%	112k	686.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.7	$56M	+2%	377k	148.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	7.1	$51M		493k	103.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$47M		64k	736.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.1	$37M		123k	302.97	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	4.3	$31M		44k	703.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$25M	+7%	323k	77.11	View chart
Apple (AAPL)	2.7	$20M		68k	289.36	View chart
Ishares Tr Select Us Reit (ICF)	2.2	$16M		232k	67.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$14M	+2%	195k	71.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$14M	+30%	87k	158.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$13M	-2%	222k	59.69	View chart
Micron Technology (MU)	1.5	$11M	-3%	9.5k	1154.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$11M		70k	154.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$10M	+3%	132k	77.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$10M	+7%	132k	76.70	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.1	$8.2M	-5%	100k	82.27	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$7.9M		178k	44.36	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$7.0M	-26%	45k	156.30	View chart
Cintas Corporation (CTAS)	0.9	$6.7M		39k	170.08	View chart
NVIDIA Corporation (NVDA)	0.9	$6.4M		32k	200.09	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.8	$6.2M		12k	522.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$5.6M		18k	303.12	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$5.5M	NEW	149k	37.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$5.2M	-24%	54k	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.6M		13k	357.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$4.2M	NEW	43k	96.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$4.0M	+27%	50k	79.03	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.4	$3.1M		106k	29.19	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.1M	+11%	28k	107.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$2.9M	-30%	37k	79.97	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.9M		8.7k	327.33	View chart
Corning Incorporated (GLW)	0.4	$2.8M		11k	255.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.8M		20k	136.72	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$2.7M	+14%	135k	20.37	View chart
Amazon (AMZN)	0.4	$2.7M		11k	238.35	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$2.6M		45k	57.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.5M	+299%	20k	124.17	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M		6.3k	373.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.3M	+301%	29k	80.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.3M		7.5k	300.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$2.2M		41k	55.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.2M	+34%	4.4k	500.40	View chart
Palo Alto Networks (PANW)	0.3	$2.2M		6.5k	341.02	View chart
Capital One Financial (COF)	0.3	$2.1M		10k	200.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M		5.3k	370.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.8M		49k	36.84	View chart
Meta Platforms Cl A (META)	0.2	$1.8M		3.2k	563.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.8M	+6%	17k	106.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.7M		16k	110.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.7M		25k	69.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M		4.8k	353.35	View chart
Morgan Stanley Com New (MS)	0.2	$1.6M		7.6k	209.04	View chart
Philip Morris International (PM)	0.2	$1.6M		8.6k	180.91	View chart
American Express Company (AXP)	0.2	$1.4M		4.2k	338.23	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.3M	+9%	27k	50.39	View chart
Abbvie (ABBV)	0.2	$1.3M	+7%	5.3k	251.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.3M		9.4k	137.53	View chart
Tesla Motors (TSLA)	0.2	$1.3M		3.0k	420.60	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.2M	-7%	52k	23.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.2M	+493%	14k	86.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.2M		3.0k	409.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.2M	+2%	9.2k	132.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.2M	+9%	5.1k	236.63	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		4.8k	253.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	+3%	5.6k	212.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		7.1k	164.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		4.3k	242.99	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$1.0M		13k	81.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.0M		19k	54.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.0M		2.8k	365.70	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M		1.1k	935.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.0M	+2%	12k	82.34	View chart
Cisco Systems (CSCO)	0.1	$991k		8.4k	117.46	View chart
Eli Lilly & Co. (LLY)	0.1	$984k		820.00	1199.43	View chart
Merck & Co (MRK)	0.1	$978k		7.6k	128.50	View chart
Teradyne (TER)	0.1	$977k		2.0k	483.84	View chart
Us Bancorp Com New (USB)	0.1	$943k		16k	60.40	View chart
Home Depot (HD)	0.1	$897k	-2%	2.5k	352.73	View chart
Zevra Therapeutics Com New (ZVRA)	0.1	$887k		62k	14.34	View chart
Citigroup Com New (C)	0.1	$868k		6.2k	139.97	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$868k		6.0k	144.61	View chart
Union Pacific Corporation (UNP)	0.1	$820k		3.0k	272.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$781k	-9%	9.4k	82.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$691k		5.9k	117.49	View chart
Bank of America Corporation (BAC)	0.1	$667k		12k	56.98	View chart
Wal-Mart Stores (WMT)	0.1	$661k		5.8k	113.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$633k		2.5k	252.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$628k	+41%	1.8k	343.91	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$615k		6.1k	100.67	View chart
Altria (MO)	0.1	$613k		8.5k	71.95	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$593k	+500%	7.2k	82.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$592k		4.0k	147.74	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$544k		6.1k	89.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$504k	-5%	17k	29.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$501k	+5%	6.1k	82.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$483k		2.1k	227.02	View chart
Walt Disney Company (DIS)	0.1	$474k	+2%	4.9k	96.25	View chart
Aon Shs Cl A (AON)	0.1	$461k		1.4k	331.69	View chart
Marathon Petroleum Corp (MPC)	0.1	$460k		1.8k	255.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$449k	+27%	599.00	748.96	View chart
Starbucks Corporation (SBUX)	0.1	$440k		4.3k	102.20	View chart
Qualcomm (QCOM)	0.1	$419k		2.3k	184.82	View chart
Netflix (NFLX)	0.1	$416k		5.8k	71.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$416k	-8%	10k	40.21	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$416k		7.2k	57.84	View chart
Electronic Arts (EA)	0.1	$413k		2.0k	205.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$413k		1.9k	219.25	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$406k		12k	35.03	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$403k		8.4k	47.96	View chart
Northrop Grumman Corporation (NOC)	0.1	$403k		791.00	509.42	View chart
Nebius Group Shs Class A (NBIS)	0.1	$394k	NEW	1.4k	276.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$394k		517.00	762.59	View chart
Coca-Cola Company (KO)	0.1	$375k		4.6k	81.28	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$367k		2.5k	146.30	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.1	$365k	-4%	9.2k	39.48	View chart
Fortune Brands (FBIN)	0.0	$360k		6.6k	54.90	View chart
McDonald's Corporation (MCD)	0.0	$359k		1.3k	270.39	View chart
salesforce (CRM)	0.0	$359k		2.3k	156.67	View chart
Dell Technologies CL C (DELL)	0.0	$351k	NEW	813.00	431.46	View chart
Allstate Corporation (ALL)	0.0	$348k		1.5k	237.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$347k		1.4k	242.37	View chart
Ameren Corporation (AEE)	0.0	$333k	NEW	2.9k	113.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$324k		1.5k	217.93	View chart
Murphy Usa (MUSA)	0.0	$323k		600.00	538.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$321k		3.8k	85.49	View chart
Mastercard Incorporated Cl A (MA)	0.0	$318k		619.00	513.28	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$316k		2.8k	114.07	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$316k	-15%	3.1k	102.24	View chart
Lumentum Hldgs (LITE)	0.0	$306k		356.00	858.06	View chart
Regions Financial Corporation (RF)	0.0	$305k		10k	30.20	View chart
Caterpillar (CAT)	0.0	$300k	NEW	282.00	1064.90	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$295k	+10%	5.7k	51.78	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.0	$293k		5.2k	55.83	View chart
CSX Corporation (CSX)	0.0	$291k		6.1k	47.53	View chart
Advanced Micro Devices (AMD)	0.0	$287k	NEW	494.00	580.91	View chart
Nextera Energy (NEE)	0.0	$278k		3.2k	87.77	View chart
Emerson Electric (EMR)	0.0	$277k	+2%	1.9k	143.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$275k	-3%	4.0k	68.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$275k		3.6k	75.78	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$271k	-8%	2.0k	136.66	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$270k		1.5k	178.61	View chart
HEICO Corporation (HEI)	0.0	$255k	NEW	717.00	356.24	View chart
Verizon Communications (VZ)	0.0	$253k		6.0k	42.34	View chart
Ge Aerospace Com New (GE)	0.0	$251k	-6%	671.00	373.86	View chart
United Parcel Svcs CL B (UPS)	0.0	$249k		2.3k	107.50	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$243k	NEW	1.6k	153.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$241k		8.3k	28.97	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$235k	+5%	4.6k	50.57	View chart
Nike CL B (NKE)	0.0	$228k		5.6k	41.05	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$226k		501.00	450.78	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$224k	-7%	4.4k	51.05	View chart
Abbott Laboratories (ABT)	0.0	$223k		2.5k	90.74	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$222k	NEW	1.9k	117.36	View chart
Thermo Fisher Scientific (TMO)	0.0	$217k		432.00	501.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$217k	NEW	3.7k	58.98	View chart
Ge Vernova (GEV)	0.0	$210k	NEW	179.00	1174.86	View chart
Deere & Company (DE)	0.0	$209k	NEW	329.00	634.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$207k	NEW	712.00	290.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$202k	NEW	1.1k	190.52	View chart
Ea Series Trust Towle Value Etf (TCV)	0.0	$202k	NEW	6.3k	32.05	View chart
Draftkings Com Cl A (DKNG)	0.0	$202k	NEW	8.0k	25.26	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$200k	NEW	4.2k	47.42	View chart
Replimune Group (REPL)	0.0	$111k	NEW	10k	11.07	View chart

Past Filings by IFG Advisors

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

IFG Advisors 2026 Q2 filed July 22, 2026
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

View all past filings

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