Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.cs | cs | $140,327,447 | 2.5% |
| Nvidia Corporationcs | cs | $132,815,340 | 2.4% |
| Invesco Qqq TRcs | cs | $80,001,760 | 1.4% |
| Amazon Com Inc.cs | cs | $78,233,437 | 1.4% |
| Microsoft Corp.cs | cs | $67,315,935 | 1.2% |
| Alphabet Inc.cs | cs | $66,440,880 | 1.2% |
| Vanguard Index Fdscs | cs | $64,000,383 | 1.2% |
| Alphabet Inc.cs | cs | $60,131,076 | 1.1% |
| State Str SPDR S&P 500 ETF Tcs | cs | $57,375,833 | 1.0% |
| SPDR Series Trustcs | cs | $55,618,285 | 1.0% |
| Advanced Micro Devices Inc.cs | cs | $46,738,857 | 0.8% |
| SPDR Index Shs Fdscs | cs | $46,156,887 | 0.8% |
| Vanguard Index Fdsmc | mc | $44,188,669 | 0.8% |
| iShares TRcs | cs | $44,166,743 | 0.8% |
| iShares Gold TRmc | mc | $41,918,319 | 0.8% |
| iShares TRcs | cs | $40,635,520 | 0.7% |
| Palo Alto Networks Inc.cs | cs | $39,684,156 | 0.7% |
| Wisdomtree TRmc | mc | $38,914,567 | 0.7% |
| iShares TRcs | cs | $38,604,678 | 0.7% |
| iShares TRcs | cs | $38,123,715 | 0.7% |
| iShares TRcs | cs | $37,130,349 | 0.7% |
| iShares TRcs | cs | $33,772,677 | 0.6% |
| iShares TRmc | mc | $33,415,312 | 0.6% |
| Invesco Exchange Traded FD Tmc | mc | $33,302,760 | 0.6% |
| Broadcom Inc.cs | cs | $33,198,936 | 0.6% |
| Vanguard World FDcs | cs | $32,923,218 | 0.6% |
| Capital Group Dividend Valuemc | mc | $32,825,260 | 0.6% |
| Schwab Strategic TRcs | cs | $31,733,562 | 0.6% |
| Schwab Strategic TRmc | mc | $28,579,006 | 0.5% |
| Capital Group Growth ETFmc | mc | $28,511,113 | 0.5% |
| First TR Exchng Traded FD VImc | mc | $28,102,930 | 0.5% |
| Costco Wholesale Corporationcs | cs | $27,716,105 | 0.5% |
| Vanguard Whitehall Fdscs | cs | $27,507,966 | 0.5% |
| Berkshire Hathaway Inc. Delcs | cs | $27,411,364 | 0.5% |
| iShares TRcs | cs | $26,628,384 | 0.5% |
| iShares TRcs | cs | $26,607,777 | 0.5% |
| Vanguard Specialized Fundscs | cs | $26,014,713 | 0.5% |
| First TR Exchange-traded FDmc | mc | $24,648,242 | 0.4% |
| Eli Lilly & COcs | cs | $24,410,799 | 0.4% |
| Exxon Mobil Corp.cs | cs | $23,419,589 | 0.4% |
| Meta Platforms Inc.cs | cs | $23,361,889 | 0.4% |
| Vanguard Tax-managed Fdscs | cs | $23,333,306 | 0.4% |
| JPMORGAN Chase & COcs | cs | $23,090,513 | 0.4% |
| Schwab Strategic TRmc | mc | $22,600,446 | 0.4% |
| iShares TRmc | mc | $22,592,283 | 0.4% |
| First TR Exchange Traded FDmc | mc | $22,364,724 | 0.4% |
| Schwab Strategic TRmc | mc | $22,265,796 | 0.4% |
| iShares Inc.cs | cs | $21,424,329 | 0.4% |
| Goldman Sachs ETF TRmc | mc | $21,293,315 | 0.4% |
| Abbott Laboratoriescs | cs | $21,248,858 | 0.4% |
- Class
- cs
- Share
- 2.5%
- Class
- cs
- Share
- 2.4%
- Class
- cs
- Share
- 1.4%
- Class
- cs
- Share
- 1.4%
- Class
- cs
- Share
- 1.2%
- Class
- cs
- Share
- 1.2%
- Class
- cs
- Share
- 1.2%
- Class
- cs
- Share
- 1.1%
- Class
- cs
- Share
- 1.0%
- Class
- cs
- Share
- 1.0%
- Class
- cs
- Share
- 0.8%
- Class
- cs
- Share
- 0.8%
- Class
- mc
- Share
- 0.8%
- Class
- cs
- Share
- 0.8%
- Class
- mc
- Share
- 0.8%
- Class
- cs
- Share
- 0.7%
- Class
- cs
- Share
- 0.7%
- Class
- mc
- Share
- 0.7%
- Class
- cs
- Share
- 0.7%
- Class
- cs
- Share
- 0.7%
- Class
- cs
- Share
- 0.7%
- Class
- cs
- Share
- 0.6%
- Class
- mc
- Share
- 0.6%
- Class
- mc
- Share
- 0.6%
- Class
- cs
- Share
- 0.6%
- Class
- cs
- Share
- 0.6%
- Class
- mc
- Share
- 0.6%
- Class
- cs
- Share
- 0.6%
- Class
- mc
- Share
- 0.5%
- Class
- mc
- Share
- 0.5%
- Class
- mc
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- cs
- Share
- 0.5%
- Class
- mc
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- mc
- Share
- 0.4%
- Class
- mc
- Share
- 0.4%
- Class
- mc
- Share
- 0.4%
- Class
- mc
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
- Class
- mc
- Share
- 0.4%
- Class
- cs
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 5,147 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1641866
- File number
- 028-17164
- Options
- 0 call, 0 put
- In the 25 largest
- 25.1%
- Prior quarter
- $4,822,613,853 at 31 March 2026
- Positions opened
- 339
- Positions closed
- 224
Common questions
What are Ifp Advisors’ 13F holdings worth?
$5,537,416,507 across 5,147 positions for the quarter ended 30 June 2026.
What is Ifp Advisors’ largest 13F holding?
APPLE INC (cs) was the largest position at $140,327,447, or 2.5% of reported 13F value, as of 30 June 2026.
How concentrated is Ifp Advisors’ 13F portfolio?
The ten largest positions accounted for 14.5% of reported value and the twenty-five largest for 25.1%, across 5,147 positions as of 30 June 2026.
Does Form 13F show everything Ifp Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Ifp Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.