13F Insight
DOSSIER · 13F-HR · Q1 2026

IFG Advisors, LLC

$611M in tracked AUM across 149 positions as of Q1 2026.

IA
CIK 0001783412 · last filed Mar 31, 2026
Total AUM
$611M
as of Q1 2026
Holdings
149
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SEC 13F Filing Analysis: IFG Advisors, LLC

1. Portfolio Overview

IFG Advisors, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 203.0%, increasing from $198.27M to $600.82M. This dramatic growth suggests a substantial influx of new capital, a major consolidation of assets under management, or a strategic pivot toward reporting positions that were previously managed s...

The portfolio consists of 154 holdings, reflecting a highly diversified approach. The investment strategy is predominantly passive and index-centric, with a heavy reliance on Exchange Traded Funds (ETFs). The allocation indicates a "Core and Satellite" structure, where the vast majority of assets are invested in broad market indices to capture beta, supplemented by a smaller selection of individual equities. The portfolio is balanced across market capitalizations and geographies, with distinct allocations to fixed income, suggesting a comprehensive asset allocation model rather than stock picking.

2. Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$78M120K12.8%02
VOO
VANGUARD INDEX FDS
$62M103K10.1%03
EFA
ISHARES TR
$48M489K7.8%04
IJR
ISHARES TR
$46M367K7.5%05
QQQ
INVESCO QQQ TR
$37M65K6.1%06
QQQM
INVESCO EXCH TRADED FD TR II
$29M123K4.8%07
MDY
STATE STR SPDR S&P MIDCAP 40
$27M44K4.5%08
IJH
ISHARES TR
$20M299K3.3%09
AAPL
APPLE INC
$17M68K2.8%10
ICF
ISHARES TR
$15M235K2.4%

Filing history

2026Q1Mar 31
$611M▲ 1.6%
149 positionsView →2025Q4Dec 31
$601M▼ 2.0%
154 positionsView →2025Q3Sep 30
$613M▲ 3.0%
150 positionsView →2025Q2Jun 30
$595M▲ 14.7%
161 positionsLocked2025Q1Mar 31
$519M▲ 3.2%
149 positionsLocked2024Q4Dec 31
$503M▲ 7.5%
144 positionsLocked2024Q3Sep 30
$468M▲ 10.6%
139 positionsLocked2024Q2Jun 30
$423M▲ 9.5%
135 positionsLocked2024Q1Mar 31
$386M▲ 13.4%
127 positionsLocked2023Q4Dec 31
$341M▲ 21.1%
124 positionsLocked2023Q3Sep 30
$281M▼ 0.2%
116 positionsLocked2023Q2Jun 30
$282M▲ 11.0%
117 positionsLocked
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