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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.

IFG Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
SPYSpdr S&p 500 ETF Tr12.5%+0.6%$90.5M
VOOVanguard S&p 500 ETF10.6%+8.6%$77.1M
IJRIshares Core S&p Small Cap ETF7.7%+2.6%$55.9M
EFAiShs MSCI EAFE7.1%+0.8%$51.3M
QQQInvesco Qqq Tr6.5%-0.6%$47.3M
QQQMInvesco Nasdaq 100 ETF5.1%+0.5%$37.3M
MDYState Street Spdr S&p Midcap 400 ETF Tru4.3%-0.7%$30.9M
IJHIshares Tr3.4%+7.9%$24.9M
AAPLApple Inc2.7%+0.0%$19.8M
ICFIshares Tr2.2%-1.5%$15.7M
VEAVanguard Tax-Managed Fds1.9%+2.0%$13.9M
VYMVym1.9%+30.5%$13.7M
VWOVanguard Intl Equity Index F1.8%-2.2%$13.3M
MUMicron Technology Inc1.5%-3.5%$11.0M
VSSVanguard Intl Equity Index F1.5%+0.0%$10.9M
BSVVanguard Bd Index Fds Vanguard Short Ter1.4%+3.7%$10.3M
BIVVanguard Bd Index Fds1.4%+7.6%$10.2M
SCZIshares Msci Eafe Small Cap1.1%-5.2%$8.2M
DFACDimensional U.s. Core Equity 21.1%+0.0%$7.9M
DVYiShares Select Dividend ETF Total1.0%-26.6%$7.0M
CTASCintas Corp0.9%+0.0%$6.7M
NVDANvidia Corporation Com0.9%+0.1%$6.4M
DIAState Street Spdr Dow Jones Industrial A0.8%+0.1%$6.2M
VBVanguard Indx Fd0.8%-0.3%$5.6M
USHYIshares Tr0.8%—$5.5M
VNQVanguard Real Estate ETF0.7%-24.2%$5.2M
GOOGLAlphabet Inc0.6%+0.0%$4.6M
IEFAIshares Core Msci Eafe ETF0.6%—$4.2M
VCSHVanguard Scottsdale Fds0.5%+27.6%$4.0M
BSVOEa Bridgeway Omni Small-Cap Value ETF0.4%-1.1%$3.1M
MUBIshares National Muni Bond ETF0.4%+11.3%$3.1M
HYGIshares Trust0.4%-30.8%$2.9M
JPMJpmorgan Chase & Co0.4%-0.5%$2.9M
GLWCorning Inc.0.4%+0.0%$2.8M
XOMExxon Mobil Corp0.4%+0.0%$2.8M
BKLNInvesco Exch Traded Fd Tr II0.4%+14.9%$2.7M
AMZNAmazon Com Inc Com0.4%+0.4%$2.7M
SPSMSpdr Series Trust0.4%+0.9%$2.6M
IWFIshares Russell 1000 Growth ETF0.3%+299.9%$2.5M
MSFTMicrosoft Corp0.3%+0.9%$2.4M
VOVanguard Index Fds0.3%+301.3%$2.3M
IWMIshares0.3%-0.1%$2.3M
DFUVDimensional U.s. Marketwide Val0.3%+0.0%$2.2M
BRK-BBerkshire Hathaway Inc Del0.3%+34.7%$2.2M
PANWPalo Alto Networks Inc0.3%—$2.2M
COFCapital One Financial Corp0.3%+0.0%$2.1M
VTIVanguard Index Fds0.3%-1.6%$2.0M
DFAXDimensional World Ex U.s. Core0.2%-0.5%$1.8M
METAMeta Platforms Inc Class A0.2%+0.0%$1.8M
SUBIshares Tr0.2%+6.4%$1.8M

What IFG Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

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.

13F value by quarter
Quarter13F valuePositions
Q2 2026$725.4M165
Q1 2026$610.6M149
Q4 2025$600.8M154
Q3 2025$612.9M150
Q2 2025$595.3M161
Q1 2025$519.2M149
Q4 2024$503.1M144
Q3 2024$467.9M139
Q2 2024$423.2M135
Q1 2024$386.4M127
Q4 2023$340.9M124
Q3 2023$281.4M116

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.