Q3 2026 13F · SEC CIK 1641866

IFP Advisors, Inc

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.9B
Reported positions: 5,249
Top holdings a year, 3 yrs: +17.1%
Assets under management: $16.3B

IFP Advisors, Inc is a wealth manager that reported 5,249 positions worth $5.9B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Apple Inc (AAPL, 2.6%), Nvidia Corporation (NVDA, 2.6%), Microsoft Corp (MSFT, 1.6%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

IFP Advisors, Inc holdings largest 50 of 5,249 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

IFP Advisors, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	2.6%	2.5%	465,269	-4.1%	$154.9M
NVDANvidia Corporation	2.6%	2.4%	662,737	-0.2%	$151.4M
MSFTMicrosoft Corp	1.6%	1.2%	184,214	+2.1%	$94.5M
QQQInvesco Qqq Tr	1.5%	1.4%	119,241	+9.8%	$88.2M
VUGVanguard Index Fds	1.5%	1.2%	962,543	+29.6%	$86.7M
AMZNAmazon Com Inc	1.4%	1.4%	339,392	+3.4%	$84.6M
GOOGAlphabet Inc	1.1%	1.2%	190,693	+1.4%	$65.0M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	78,038	+1.6%	$59.5M
GOOGLAlphabet Inc	1.0%	1.1%	168,955	+0.4%	$58.1M
SPLGSpdr Series Trust	1.0%	1.0%	636,584	+0.6%	$57.1M
AMDAdvanced Micro Devices Inc	0.8%	0.8%	79,620	-1.0%	$48.7M
VOOVanguard Index Fds	0.8%	0.8%	68,294	+6.1%	$47.9M
SPDWSpdr Index Shs Fds	0.8%	0.8%	915,168	-0.1%	$46.0M
PANWPalo Alto Networks Inc	0.7%	0.7%	110,523	-5.0%	$43.9M
DGRWWisdomtree Tr	0.7%	0.7%	408,970	+0.5%	$39.8M
IVVIshares Tr	0.7%	0.7%	51,899	-4.4%	$39.7M
IEFIshares Tr	0.7%	0.8%	436,490	-6.5%	$39.0M
IGSBIshares Tr	0.7%	0.7%	750,214	+3.1%	$38.4M
IVWIshares Tr	0.6%	0.7%	258,251	-4.3%	$36.7M
UCONFirst Tr Exchng Traded Fd Vi	0.6%	0.5%	1,538,154	+36.2%	$36.5M
VGTVanguard World Fd	0.6%	0.6%	287,049	+4.2%	$36.1M
IVEIshares Tr	0.6%	0.6%	156,316	+5.1%	$35.7M
CGGRCapital Group Growth ETF	0.6%	0.5%	749,889	+24.1%	$35.6M
METAMeta Platforms Inc	0.6%	0.4%	47,417	+14.3%	$34.4M
SCHGSchwab Strategic Tr	0.6%	0.6%	950,919	+1.4%	$34.2M
CGDVCapital Group Dividend Value	0.6%	0.6%	694,874	+4.3%	$33.9M
AVGOBroadcom Inc	0.6%	0.6%	94,615	+7.7%	$33.2M
HDVIshares Tr	0.5%	0.6%	1,128,077	-7.5%	$31.5M
RSPInvesco Exchange Traded Fd T	0.5%	0.6%	149,794	-4.3%	$31.2M
IAUIshares Gold Tr	0.5%	0.8%	396,394	-28.6%	$31.0M
XOMExxonmobil Holdings Corp	0.5%	—	184,970	—	$30.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	59,464	+8.6%	$29.6M
COSTCostco Wholesale Corporation	0.5%	0.5%	30,687	+3.6%	$27.9M
VYMVanguard Whitehall Fds	0.5%	0.5%	178,714	+2.7%	$27.7M
SCHMSchwab Strategic Tr	0.5%	0.5%	803,554	+3.7%	$27.3M
ABTAbbott Laboratories	0.5%	0.4%	276,043	+17.9%	$27.3M
OEFIshares Tr	0.5%	0.5%	70,833	-2.7%	$27.1M
VIGVanguard Specialized Funds	0.5%	0.5%	113,867	+3.6%	$26.6M
SCHDSchwab Strategic Tr	0.4%	0.4%	756,809	+6.2%	$24.6M
LLYEli Lilly & Co	0.4%	0.4%	21,057	+3.5%	$24.4M
SCHXSchwab Strategic Tr	0.4%	0.4%	789,539	+4.4%	$23.7M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	332,935	+1.7%	$23.5M
JAVAJ P Morgan Exchange Traded F	0.4%	—	293,835	—	$23.4M
IEFAIshares Tr	0.4%	0.4%	238,028	+1.8%	$23.1M
TFLOIshares Tr	0.4%	—	452,788	—	$22.9M
JPMJpmorgan Chase & Co	0.4%	0.4%	69,231	-1.9%	$22.9M
ITAIshares Tr	0.4%	0.5%	108,334	-1.3%	$22.4M
NFLXNetflix Inc.	0.4%	—	319,749	—	$22.2M
FNVFranco Nev Corp	0.4%	—	92,455	—	$22.0M
GSEWGoldman Sachs Equal Weight US Large Cap	0.4%	0.4%	234,712	+4.1%	$21.8M

What IFP Advisors, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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: +19.1% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +14.4% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter	13F value	Positions
Q3 2026	$5.9B	5,249
Q2 2026	$5.5B	5,141
Q1 2026	$4.8B	5,029
Q4 2025	$4.5B	4,897
Q3 2025	$3.9B	4,841
Q2 2025	$3.5B	4,925
Q1 2025	$3.2B	4,312
Q4 2024	$3.1B	4,607
Q3 2024	$2.8B	3,314
Q2 2024	$2.5B	3,241
Q1 2024	$2.3B	3,134
Q4 2023	$2.1B	3,048

Questions about IFP Advisors, Inc's portfolio

What stocks does IFP Advisors, Inc own?

IFP Advisors, Inc's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 5,249 positions worth $5.9B. The largest are Apple Inc (AAPL) at 2.6%, Nvidia Corporation (NVDA) at 2.6%, Microsoft Corp (MSFT) at 1.6%, Invesco Qqq Tr (QQQ) at 1.5% and Vanguard Index Fds (VUG) at 1.5%.

What did IFP Advisors, Inc buy last quarter?

In Q3 2026, IFP Advisors, Inc added First Tr Exchng Traded Fd Vi (UCON) (+36.2% shares), Vanguard Index Fds (VUG) (+29.6% shares) and Capital Group Growth ETF (CGGR) (+24.1% shares), compared with its Q2 2026 filing.

What did IFP Advisors, Inc sell last quarter?

In Q3 2026, IFP Advisors, Inc cut from its top 50 Ishares Tr (TLT), cut from its top 50 First Tr Exchange-Traded Fd (FTSM), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 First Tr Exchange Traded Fd (TDIV), cut from its top 50 Ishares Inc (IEMG), Ishares Gold Tr (IAU) (-28.6% shares), Ishares Tr (HDV) (-7.5% shares) and Ishares Tr (IEF) (-6.5% shares), compared with its Q2 2026 filing.

How has IFP Advisors, Inc's portfolio performed?

A portfolio copying IFP Advisors, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.1% against +20.1%. Over 5 years: +14.4% a year against +15.9%.

When is IFP Advisors, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. IFP Advisors, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does IFP Advisors, Inc manage?

IFP Advisors, Inc reported $16.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.9B.