IFC & Insurance Marketing, Inc. holds a focused book of 78 reported positions worth $113.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Bloom Energy Corp- A and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Invesco S&P 500 Momentum ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+7.9%/yr). That is a simulation of the disclosed long book, not audited returns.
IFC & Insurance Marketing, Inc. files as an insurer: this book is the equity sleeve of its general account.
The reported book (valued from quarter-end) returned +6.7%, a 2.1-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning IFC & Insurance Marketing, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as IFC & Insurance Marketing, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 78 | $4.4B |
| Stuart Investment Advisors, Inc. | 10 / 78 | $234.5M |
| Swiss Re Ltd | 18 / 78 | $1.0B |
| Burrus Financial Services, Inc. | 7 / 78 | $200.0M |
| Prospera Capital Management, LLC | 21 / 78 | $276.0M |
| 9823 Capital, L.P. | 8 / 78 | $127.6M |
| Kearns & Associates LLC | 11 / 78 | $181.0M |
| Marest Capital, LLC | 9 / 78 | $166.7M |
Ranked by the share of each fund's own book sitting in the names it shares with IFC & Insurance Marketing, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $10.1M | 62.3K | 8.9% | ▲+3.3% Added · +2K sh | |
| 2 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $9.1M | 151.7K | 8.1% | ▲+8.2% Added · +11K sh | |
| 3 | Schwab Strategic TR FUNDAMENTAL US L | $8.8M | 281.5K | 7.7% | ▲+6.3% Added · +17K sh | |
| 4 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $6.9M | 113.3K | 6.1% | ▲+8.3% Added · +9K sh | |
| 5 | First TR Exchange-Traded FD GROWTH STRENGTH | $6.7M | 182.2K | 5.9% | ▲+7.4% Added · +13K sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $6.3M | 82.2K | 5.6% | ▲+2.4% Added · +2K sh | |
| 7 | Janus Detroit STR TR HENDRSON AAA CL | $6.0M | 118.3K | 5.3% | ▲+7.7% Added · +8K sh | |
| 8 | Schwab Strategic TR FUNDAMENTAL INTL | $4.9M | 93.2K | 4.3% | ▲+7.2% Added · +6K sh | |
| 9 | First TR Exchange Traded FD SMID RISNG ETF | $4.1M | 95.1K | 3.6% | ▲+7.6% Added · +7K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $3.2M | 36.5K | 2.8% | ▼−1.9% Reduced · −691 sh | |
| 11 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.8M | 48.4K | 2.5% | ▲+2.5% Added · +1K sh | |
| 12 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.6M | 17.1K | 2.3% | ▲+7.7% Added · +1K sh | |
| 13 | Ishares TR CRE U S REIT ETF | $2.4M | 36.8K | 2.2% | ▲+11% Added · +4K sh | |
| 14 | Columbia ETF TR II EM CORE EX ETF | $2.3M | 43.9K | 2.0% | ▲+6.3% Added · +3K sh | |
| 15 | Schwab Strategic TR HIGH YIEL BD ETF | $2.3M | 87.2K | 2.0% | ▲+14% Added · +11K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.1K | 2.0% | ▲+21% Added · +1K sh | |
| 17 | Schwab Strategic TR US TIPS ETF | $2.2M | 84.6K | 2.0% | ▲+6.7% Added · +5K sh | |
| 18 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.0M | 40.1K | 1.8% | ▲+6.9% Added · +3K sh | |
| 19 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.5M | 17.7K | 1.3% | ▼−6.6% Reduced · −1K sh | |
| 20 | Bny Mellon ETF Trust INTERNATIONL EQT | $1.4M | 14.4K | 1.3% | ▼−0.8% Reduced · −120 sh | |
| 21 | Apple Inc COM | $1.3M | 4.7K | 1.2% | ▼−15% Reduced · −801 sh | |
| 22 | Fidelity Covington Trust HIGH DIVID ETF | $1.3M | 21.8K | 1.2% | ▼−1.7% Reduced · −373 sh | |
| 23 | Nvidia Corporation COM | $1.3M | 6.5K | 1.1% | ▲+5.5% Added · +341 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.4K | 0.9% | ▲+35% Added · +374 sh | |
| 25 | Schwab Strategic TR FUND EM EQUI ETF | $914K | 23.0K | 0.8% | ▲+12% Added · +3K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $798K | 1.1K | 0.7% | ▲+4.9% Added · +50 sh | |
| 27 | Tesla Inc COM | $787K | 1.9K | 0.7% | ▼−7.5% Reduced · −151 sh | |
| 28 | Crowdstrike Hldgs Inc CL A | $719K | 942 | 0.6% | ▲+7.9% Added · +69 sh | |
| 29 | Walmart Inc COM | $673K | 5.9K | 0.6% | ▲+2.4% Added · +140 sh | |
| 30 | Amazon Com Inc COM | $644K | 2.7K | 0.6% | ▲+12% Added · +292 sh | |
| 31 | Vanguard Star FDS VG TL INTL STK F | $639K | 7.5K | 0.6% | ▲+27% Added · +2K sh | |
| 32 | J P Morgan Exchange Traded F BETBULD MSCI | $634K | 5.9K | 0.6% | ▲+0.4% Added · +26 sh | |
| 33 | SPDR Gold TR GOLD SHS | $615K | 1.7K | 0.5% | ▲+0.3% Added · +5 sh | |
| 34 | Ishares Gold TR ISHARES NEW | $607K | 8.0K | 0.5% | ▲+0.3% Added · +26 sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $591K | 1.9K | 0.5% | ▼−1.3% Reduced · −25 sh | |
| 36 | Vanguard Index FDS LARGE CAP ETF | $567K | 1.6K | 0.5% | ▲+0.1% Added · +1 sh | |
| 37 | Schwab Strategic TR US DIVIDEND EQ | $541K | 17.1K | 0.5% | ▲+95% Added · +8K sh | |
| 38 | Carvana Co CL A | $472K | 7.2K | 0.4% | ▲+400% Added · +6K sh | |
| 39 | Exxon Mobil Corp COM | $470K | 3.4K | 0.4% | ▼−16% Reduced · −640 sh | |
| 40 | Ishares TR 0-3 MTH TREASURY | $470K | 4.7K | 0.4% | ▲+0.9% Added · +43 sh | |
| 41 | Schwab Strategic TR US LCAP GR ETF | $412K | 12.2K | 0.4% | ▲+13% Added · +1K sh | |
| 42 | Marriott Intl Inc New CL A | $404K | 1.1K | 0.4% | ▼−6.0% Reduced · −69 sh | |
| 43 | Vanguard BD Index FDS TOTAL BND MRKT | $393K | 5.4K | 0.3% | ▲+3.9% Added · +203 sh | |
| 44 | SPDR Series Trust ST STR BLO 1 ETF | $390K | 4.3K | 0.3% | ▲+0.9% Added · +37 sh | |
| 45 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $389K | 7.7K | 0.3% | ▼−6.8% Reduced · −561 sh | |
| 46 | Royal Caribbean Group COM | $379K | 1.2K | 0.3% | ▼−21% Reduced · −313 sh | |
| 47 | Unitedhealth Group Inc COM | $364K | 875 | 0.3% | ▲+4.0% Added · +34 sh | |
| 48 | Bloom Energy Corp COM CL A | $341K | 1.1K | 0.3% | ▲New New position | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS | $336K | 489 | 0.3% | ▲New New position | |
| 50 | Ishares TR TRUST ISHARE 0-1 | $333K | 3.0K | 0.3% | ▼−1.4% Reduced · −42 sh |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095709/holdings"
Use Arkolith to show IFC & Insurance Marketing, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.