IFG Advisors, LLC holds a focused book of 165 reported positions worth $725.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Ishares Broad Usd High Yield and trimmed Invesco QQQ Trust Series 1. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +34% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.6 points over this window.
Growth of $10,000 cloning IFG Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 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.
15% mapped to company sectors
+7 sectors below the cut, 2% 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 IFG Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 14 / 80 | $4.5B |
| Dumac, Inc. | 8 / 80 | $1.1B |
| Richard Young Associates, Ltd. | 15 / 80 | $144.3M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Kearns & Associates LLC | 19 / 80 | $194.8M |
| Dixon Fnancial Services, Inc. | 17 / 80 | $219.9M |
Ranked by the share of each fund's own book sitting in the names it shares with IFG Advisors, LLC: 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 | State STR SPDR S&P 500 ETF T TR UNIT | $90.5M | 121.2K | 12.5% | ▲+0.6% Added · +706 sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $77.1M | 112.2K | 10.6% | ▲+8.6% Added · +9K sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $55.9M | 376.6K | 7.7% | ▲+2.6% Added · +9K sh | |
| 4 | Ishares TR MSCI EAFE ETF | $51.3M | 493.4K | 7.1% | ▲+0.8% Added · +4K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $47.3M | 64.3K | 6.5% | ▼−0.6% Reduced · −379 sh | |
| 6 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $37.3M | 123.2K | 5.1% | ▲+0.5% Added · +556 sh | |
| 7 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $30.9M | 43.9K | 4.3% | ▼−0.7% Reduced · −330 sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $24.9M | 322.8K | 3.4% | ▲+7.9% Added · +24K sh | |
| 9 | Apple Inc COM | $19.8M | 68.3K | 2.7% | ▲~0% Added · +14 sh | |
| 10 | Ishares TR SELECT US REIT | $15.7M | 231.5K | 2.2% | ▼−1.5% Reduced · −4K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $13.9M | 194.7K | 1.9% | ▲+2.0% Added · +4K sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $13.7M | 86.8K | 1.9% | ▲+30% Added · +20K sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $13.3M | 222.4K | 1.8% | ▼−2.2% Reduced · −5K sh | |
| 14 | Micron Technology Inc COM | $11.0M | 9.5K | 1.5% | ▼−3.5% Reduced · −347 sh | |
| 15 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.9M | 70.4K | 1.5% | ▲~0% Added · +11 sh | |
| 16 | Vanguard BD Index FDS SHORT TRM BOND | $10.3M | 131.8K | 1.4% | ▲+3.7% Added · +5K sh | |
| 17 | Vanguard BD Index FDS INTERMED TERM | $10.2M | 132.4K | 1.4% | ▲+7.6% Added · +9K sh | |
| 18 | Ishares TR EAFE SML CP ETF | $8.2M | 100.0K | 1.1% | ▼−5.2% Reduced · −5K sh | |
| 19 | Dimensional ETF Trust US COR EQU 2 ETF | $7.9M | 177.7K | 1.1% | ▲~0% Added · +38 sh | |
| 20 | Ishares TR SELECT DIVID ETF | $7.0M | 45.0K | 1.0% | ▼−27% Reduced · −16K sh | |
| 21 | Cintas Corp COM | $6.7M | 39.1K | 0.9% | ▲~0% Added · +2 sh | |
| 22 | Nvidia Corporation COM | $6.4M | 31.9K | 0.9% | ▲+0.1% Added · +29 sh | |
| 23 | State STR SPDR Dow Jones Ind UT SER 1 | $6.2M | 11.8K | 0.8% | ▲+0.1% Added · +11 sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $5.6M | 18.4K | 0.8% | ▼−0.3% Reduced · −48 sh | |
| 25 | Ishares TR BROAD USD HIGH | $5.5M | 149.0K | 0.8% | ▲New New position | |
| 26 | Vanguard Index FDS REAL ESTATE ETF | $5.2M | 54.0K | 0.7% | ▼−24% Reduced · −17K sh | |
| 27 | Alphabet Inc CAP STK CL A | $4.6M | 13.0K | 0.6% | ▲~0% Added · +1 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $4.2M | 43.0K | 0.6% | ▲New New position | |
| 29 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $4.0M | 50.2K | 0.5% | ▲+28% Added · +11K sh | |
| 30 | Ea Series Trust BRID OMN SMA ETF | $3.1M | 105.5K | 0.4% | ▼−1.1% Reduced · −1K sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $3.1M | 28.4K | 0.4% | ▲+11% Added · +3K sh | |
| 32 | Ishares TR IBOXX HI YD ETF | $2.9M | 36.7K | 0.4% | ▼−31% Reduced · −16K sh | |
| 33 | JPMorgan Chase & Co COM | $2.9M | 8.7K | 0.4% | ▼−0.5% Reduced · −41 sh | |
| 34 | Corning Inc COM | $2.8M | 11.1K | 0.4% | —Held | |
| 35 | Exxon Mobil Corp COM | $2.8M | 20.4K | 0.4% | —Held | |
| 36 | Invesco Exch Traded FD TR II SR LN ETF | $2.7M | 135.0K | 0.4% | ▲+15% Added · +17K sh | |
| 37 | Amazon Com Inc COM | $2.7M | 11.2K | 0.4% | ▲+0.4% Added · +50 sh | |
| 38 | SPDR Series Trust ST STR SP600 SML | $2.6M | 44.5K | 0.4% | ▲+0.9% Added · +418 sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $2.5M | 20.4K | 0.3% | ▲+300% Added · +15K sh | |
| 40 | Microsoft Corp COM | $2.4M | 6.3K | 0.3% | ▲+0.9% Added · +56 sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $2.3M | 28.5K | 0.3% | ▲+301% Added · +21K sh | |
| 42 | Ishares TR RUSSELL 2000 ETF | $2.3M | 7.5K | 0.3% | ▼−0.1% Reduced · −4 sh | |
| 43 | Dimensional ETF Trust US MKTWIDE VALUE | $2.2M | 40.5K | 0.3% | —Held | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.4K | 0.3% | ▲+35% Added · +1K sh | |
| 45 | Palo Alto Networks Inc COM | $2.2M | 6.5K | 0.3% | —Held | |
| 46 | Capital One Finl Corp COM | $2.1M | 10.2K | 0.3% | —Held | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.3K | 0.3% | ▼−1.6% Reduced · −88 sh | |
| 48 | Dimensional ETF Trust WORLD EX US CORE | $1.8M | 48.9K | 0.2% | ▼−0.5% Reduced · −235 sh | |
| 49 | Meta Platforms Inc CL A | $1.8M | 3.2K | 0.2% | —Held | |
| 50 | Ishares TR SHRT NAT MUN ETF | $1.8M | 16.6K | 0.2% | ▲+6.3% Added · +993 sh |
This fund 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/1783412/holdings"
Use Arkolith to show IFG Advisors, LLC'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.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 165 | $725.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 149 | $610.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 154 | $600.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 150 | $612.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 161 | $595.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 149 | $519.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 144 | $503.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 139 | $467.9M | 13F-HR |
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.