DOSSIER · 13F-HR · Q2 2026

IFC & Insurance Marketing, Inc.

$114M in tracked AUM across 78 positions as of Q2 2026.

I&
CIK 0002095709 · last filed Jun 30, 2026
Total AUM
$114M
as of Q2 2026
Holdings
78
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

IFC & Insurance Marketing, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPMO
INVESCO EXCH TRADED FD TR II
$10M62K8.9%
02
IDMO
INVESCO EXCH TRADED FD TR II
$9M152K8.1%
03
FNDX
SCHWAB STRATEGIC TR
$9M282K7.7%
04
XLG
INVESCO EXCHANGE TRADED FD T
$7M113K6.1%
05
FTGS
FIRST TR EXCHANGE-TRADED FD
$7M182K5.9%
06
BIV
VANGUARD BD INDEX FDS
$6M82K5.6%
07
JAAA
JANUS DETROIT STR TR
$6M118K5.3%
08
FNDF
SCHWAB STRATEGIC TR
$5M93K4.3%
09
SDVY
FIRST TR EXCHANGE TRADED FD
$4M95K3.6%
10
SPYM
SPDR SERIES TRUST
$3M36K2.8%

Filing history

2026Q2Jun 30
$114M 18.5%
78 positionsView →
2026Q1Mar 31
$96M 5.0%
72 positionsView →
2025Q4Dec 31
$101M
759 positionsView →