Q2 2026 13F · SEC CIK 1783412
IFG Advisors, LLC
Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $725.4M
- Reported positions
- 165
- Top holdings a year, 3 yrs
- +17.2%
- Assets under management
- $1.0B
IFG Advisors, LLC is a wealth manager that reported 165 positions worth $725.4M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 12.5%), Vanguard S&p 500 ETF (VOO, 10.6%), Ishares Core S&p Small Cap ETF (IJR, 7.7%). A portfolio copying its top holdings returned 17.2% a year over the last 3 years, against 20.4% for the S&P 500.
IFG Advisors, LLC holdings largest 50 of 165 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What IFG Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VO Vanguard Index Fds+301.3% shares
- IWF Ishares Russell 1000 Growth ETF+299.9% shares
- BRK-B Berkshire Hathaway Inc Del+34.7% shares
- VYM Vym+30.5% shares
- VCSH Vanguard Scottsdale Fds+27.6% shares
- BKLN Invesco Exch Traded Fd Tr II+14.9% shares
- MUB Ishares National Muni Bond ETF+11.3% shares
- VOO Vanguard S&p 500 ETF+8.6% shares
Reduced
- HYG Ishares Trust-30.8% shares
- DVY iShares Select Dividend ETF Total-26.6% shares
- VNQ Vanguard Real Estate ETF-24.2% shares
- SCZ Ishares Msci Eafe Small Cap-5.2% shares
Left the top 50
- IWR Ishares Russell Midcap ETFwas 0.3%
- DFAT Dimensional U.s. Targeted Valuewas 0.3%
- PM Philip Morris Intl Inc Comwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +19.7% /yr
- S&P 500 +20.1%
- 3 years
- +17.2% /yr
- S&P 500 +20.4%
- 5 years
- +8.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $725.4M | 165 |
| Q1 2026 | $610.6M | 149 |
| Q4 2025 | $600.8M | 154 |
| Q3 2025 | $612.9M | 150 |
| Q2 2025 | $595.3M | 161 |
| Q1 2025 | $519.2M | 149 |
| Q4 2024 | $503.1M | 144 |
| Q3 2024 | $467.9M | 139 |
| Q2 2024 | $423.2M | 135 |
| Q1 2024 | $386.4M | 127 |
| Q4 2023 | $340.9M | 124 |
| Q3 2023 | $281.4M | 116 |
Questions about IFG Advisors, LLC's portfolio
What stocks does IFG Advisors, LLC own?
IFG Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 165 positions worth $725.4M. The largest are Spdr S&p 500 ETF Tr (SPY) at 12.5%, Vanguard S&p 500 ETF (VOO) at 10.6%, Ishares Core S&p Small Cap ETF (IJR) at 7.7%, iShs MSCI EAFE (EFA) at 7.1% and Invesco Qqq Tr (QQQ) at 6.5%.
What did IFG Advisors, LLC buy last quarter?
In Q2 2026, IFG Advisors, LLC added Vanguard Index Fds (VO) (+301.3% shares), Ishares Russell 1000 Growth ETF (IWF) (+299.9% shares) and Berkshire Hathaway Inc Del (BRK-B) (+34.7% shares), compared with its Q1 2026 filing.
What did IFG Advisors, LLC sell last quarter?
In Q2 2026, IFG Advisors, LLC cut from its top 50 Ishares Russell Midcap ETF (IWR), cut from its top 50 Dimensional U.s. Targeted Value (DFAT), cut from its top 50 Philip Morris Intl Inc Com (PM), Ishares Trust (HYG) (-30.8% shares), iShares Select Dividend ETF Total (DVY) (-26.6% shares) and Vanguard Real Estate ETF (VNQ) (-24.2% shares), compared with its Q1 2026 filing.
How has IFG Advisors, LLC's portfolio performed?
A portfolio copying IFG Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.7% against +20.1%. Over 5 years: +8.9% a year against +11.6%.
When is IFG Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. IFG Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does IFG Advisors, LLC manage?
IFG Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $725.4M.