DOSSIER · 13F-HR · Q3 2026

IFC & Insurance Marketing, Inc.

$117M in tracked AUM across 87 positions as of Q3 2026.

I&
CIK 0002095709 · last filed Sep 30, 2026
Total AUM
$117M
as of Q3 2026
Holdings
87
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

IFC & Insurance Marketing, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IDMO
INVESCO EXCH TRADED FD TR II
$10M162K8.5%
02
SPMO
INVESCO EXCH TRADED FD TR II
$9M58K7.5%
03
XLG
INVESCO EXCHANGE TRADED FD T
$7M117K6.4%
04
FTGS
FIRST TR EXCHANGE-TRADED FD
$7M188K6.1%
05
FNDX
SCHWAB STRATEGIC TR
$7M222K6.0%
06
JAAA
JANUS DETROIT STR TR
$6M127K5.5%
07
BIV
VANGUARD BD INDEX FDS
$6M80K5.0%
08
FNDF
SCHWAB STRATEGIC TR
$5M97K4.4%
09
SDVY
FIRST TR EXCHANGE TRADED FD
$4M101K3.5%
10
SPYM
SPDR SERIES TRUST
$3M36K2.8%

Filing history

2026Q3Sep 30
$117M▲ 3.0%
87 positionsView →
2026Q2Jun 30
$114M▲ 18.5%
78 positionsView →
2026Q1Mar 31
$96M▼ 5.0%
72 positionsView →
2025Q4Dec 31
$101M—
759 positionsView →