Ifp Advisors, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.82B
Q ending 2026-03-31
Prior quarter
$4.45B
Q ending 2025-12-31
Change
+8.3% QoQ · +48.7% YoY
Positions
5,032
reported holdings
Largest positions
Top 100 of 5,032 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $123.2M | 485K |
| Nvidia Corporation | NVDA | Shares | $113.7M | 652K |
| Amazon Com Inc | AMZN | Shares | $68.9M | 331K |
| Microsoft Corp | MSFT | Shares | $64.7M | 175K |
| Alphabet Inc | GOOG | Shares | $63.0M | 220K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $57.7M | 89K |
| Vanguard Index Fds | VUG | Shares | $57.6M | 132K |
| Invesco Qqq Tr | QQQ | Shares | $54.7M | 95K |
| Ishares Gold Tr | IAU | Shares | $50.0M | 567K |
| Ishares Tr | TLT | Shares | $48.2M | 556K |
| Alphabet Inc | GOOGL | Shares | $47.7M | 166K |
| Spdr Series Trust | SPYM | Shares | $41.3M | 540K |
| Ishares Tr | IVW | Shares | $38.8M | 343K |
| Spdr Index Shs Fds | SPDW | Shares | $37.7M | 826K |
| Wisdomtree Tr | DGRW | Shares | $35.7M | 407K |
| Ishares Tr | IVV | Shares | $35.4M | 54K |
| Vanguard Index Fds | VOO | Shares | $34.3M | 57K |
| Ishares Tr | IEF | Shares | $33.8M | 354K |
| Ishares Tr | IVE | Shares | $32.3M | 153K |
| Costco Wholesale Corporation | COST | Shares | $30.8M | 31K |
| Invesco Exchange Traded Fd T | RSP | Shares | $30.2M | 157K |
| Ishares Tr | OEF | Shares | $29.9M | 94K |
| Broadcom Inc | AVGO | Shares | $28.1M | 91K |
| Schwab Strategic Tr | SCHG | Shares | $27.7M | 951K |
| Exxon Mobil Corp | XOM | Shares | $27.3M | 161K |
| Capital Group Dividend Value | CGDV | Shares | $26.9M | 632K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $26.0M | 436K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $25.4M | 53K |
| Anglogold Ashanti Plc | Shares | $25.4M | 260K | |
| Vanguard Whitehall Fds | VYM | Shares | $25.1M | 169K |
| Schwab Strategic Tr | SCHM | Shares | $24.0M | 775K |
| Ishares Inc | IEMG | Shares | $23.8M | 341K |
| Ishares Tr | ITA | Shares | $23.5M | 107K |
| Meta Platforms Inc | META | Shares | $23.2M | 41K |
| Vanguard World Fd | VGT | Shares | $23.1M | 33K |
| Capital Group Growth Etf | CGGR | Shares | $22.9M | 570K |
| Vanguard Specialized Funds | VIG | Shares | $22.5M | 105K |
| Ishares Tr | IGSB | Shares | $22.5M | 427K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $22.1M | 893K |
| Franco Nev Corp | FNV | Shares | $21.6M | 87K |
| Schwab Strategic Tr | SCHD | Shares | $21.3M | 695K |
| Ishares Tr | IWM | Shares | $21.3M | 86K |
| Ishares Tr | IEFA | Shares | $20.0M | 221K |
| Jpmorgan Chase & Co | JPM | Shares | $20.0M | 68K |
| Vanguard Index Fds | VOT | Shares | $19.6M | 76K |
| Goldman Sachs Etf Tr | GSEW | Shares | $18.5M | 219K |
| J P Morgan Exchange Traded F | JPST | Shares | $18.3M | 362K |
| Schwab Strategic Tr | SCHX | Shares | $18.3M | 713K |
| First Tr Exchange Traded Fd | TDIV | Shares | $17.8M | 190K |
| Walmart Inc | WMT | Shares | $17.5M | 141K |
| Palo Alto Networks Inc | PANW | Shares | $17.4M | 109K |
| Vanguard Bd Index Fds | BND | Shares | $17.3M | 235K |
| Ishares Tr | ITOT | Shares | $17.1M | 120K |
| Ishares Tr | HDV | Shares | $17.1M | 126K |
| Vanguard Tax-Managed Fds | VEA | Shares | $17.1M | 267K |
| Vanguard Index Fds | VTI | Shares | $17.0M | 53K |
| Eli Lilly & Co | LLY | Shares | $16.8M | 18K |
| Netflix Inc. | NFLX | Shares | $16.4M | 170K |
| Capital Group Core Equity Et | CGUS | Shares | $16.2M | 423K |
| Ishares Tr | EFA | Shares | $15.9M | 164K |
| Advanced Micro Devices Inc | AMD | Shares | $15.7M | 77K |
| Chevron Corporation | CVX | Shares | $15.7M | 76K |
| Kinross Gold Corp | KGC | Shares | $15.7M | 513K |
| Ishares Tr | IJH | Shares | $15.3M | 227K |
| Vanguard Index Fds | VBK | Shares | $15.2M | 50K |
| Tesla Inc | TSLA | Shares | $15.2M | 41K |
| Ishares Tr | TFLO | Shares | $15.0M | 296K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $14.7M | 295K |
| Schwab Strategic Tr | SCHB | Shares | $14.3M | 571K |
| Ishares Tr | SGOV | Shares | $14.3M | 142K |
| Fidelity Covington Trust | FDVV | Shares | $14.2M | 258K |
| Vaneck Etf Trust | MOAT | Shares | $14.2M | 146K |
| Vanguard Star Fds | VXUS | Shares | $13.7M | 178K |
| Visa Inc | V | Shares | $13.6M | 45K |
| Vanguard Index Fds | VTV | Shares | $13.6M | 69K |
| Ishares Tr | IJR | Shares | $13.3M | 107K |
| Ishares Tr | USMV | Shares | $13.0M | 141K |
| Ishares Tr | SHY | Shares | $12.8M | 155K |
| Block Inc | XYZ | Shares | $12.7M | 211K |
| Goldman Sachs Etf Tr | GSSC | Shares | $12.7M | 170K |
| Home Depot Inc | HD | Shares | $12.5M | 38K |
| Ishares Tr | EFG | Shares | $12.4M | 111K |
| Unitedhealth Group Inc | UNH | Shares | $12.1M | 45K |
| Abbvie Inc | ABBV | Shares | $11.9M | 55K |
| Ishares Tr | IAGG | Shares | $11.8M | 237K |
| Palantir Technologies Inc | PLTR | Shares | $11.8M | 81K |
| Caterpillar Inc | CAT | Shares | $11.7M | 17K |
| Ishares Tr | QUAL | Shares | $11.7M | 61K |
| Ishares Tr | IBDR | Shares | $11.7M | 481K |
| Rtx Corporation | RTX | Shares | $11.6M | 60K |
| Vanguard Index Fds | VOE | Shares | $11.4M | 62K |
| Capital Group Core Balanced | CGBL | Shares | $11.3M | 329K |
| Procter & Gamble Co | PG | Shares | $11.2M | 78K |
| Vertiv Holdings Co | VRT | Shares | $11.0M | 44K |
| Janus Detroit Str Tr | JAAA | Shares | $10.8M | 214K |
| Mcdonalds Corp | MCD | Shares | $10.7M | 34K |
| Ishares Tr | AGG | Shares | $10.6M | 107K |
| Axsome Therapeutics Inc. | AXSM | Shares | $10.3M | 61K |
| Vistra Corp | VST | Shares | $10.2M | 68K |
| Vanguard Scottsdale Fds | VCIT | Shares | $10.2M | 124K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.