DOSSIER · 13F-HR · Q2 2026

IFP Advisors, Inc

$5.5B in tracked AUM across 5,147 positions as of Q2 2026.

IA
CIK 0001641866 · last filed Jun 30, 2026
Total AUM
$5.5B
as of Q2 2026
Holdings
5,147
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

IFP Advisors, 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
AAPL
APPLE INC
$140M485K2.5%
02
NVDA
NVIDIA CORPORATION
$133M664K2.4%
03
QQQ
INVESCO QQQ TR
$80M109K1.4%
04
AMZN
AMAZON COM INC
$78M328K1.4%
05
MSFT
MICROSOFT CORP
$67M180K1.2%
06
GOOG
ALPHABET INC
$66M188K1.2%
07
VUG
VANGUARD INDEX FDS
$64M743K1.2%
08
GOOGL
ALPHABET INC
$60M168K1.1%
09
SPY
STATE STR SPDR S&P 500 ETF T
$57M77K1.0%
10
SPYM
SPDR SERIES TRUST
$56M633K1.0%

Filing history

2026Q2Jun 30
$5.5B 14.8%
5,147 positionsView →
2026Q1Mar 31
$4.8B 8.3%
5,032 positionsView →
2025Q4Dec 31
$4.5B 15.6%
4,899 positionsView →
2025Q3Sep 30
$3.9B 9.5%
4,843 positionsView →
2025Q2Jun 30
$3.5B 8.4%
4,929 positionsLocked
2025Q1Mar 31
$3.2B 6.2%
4,312 positionsLocked
2024Q4Dec 31
$3.1B 10.1%
4,609 positionsLocked
2024Q3Sep 30
$2.8B 10.1%
3,318 positionsLocked
2024Q2Jun 30
$2.5B 10.5%
3,244 positionsLocked
2024Q1Mar 31
$2.3B 7.6%
3,137 positionsLocked
2023Q4Dec 31
$2.1B 4.8%
3,051 positionsLocked
2023Q3Sep 30
$2.2B 51.1%
3,312 positionsLocked
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