IFP Advisors, Inc holds a diversified book of 5032 stocks worth $4.8B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Eaton Vance Mortgage Opp ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Apple Inc at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1641866/holdings"
Use Arkolith to show IFP Advisors, Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc cs | $123.2M | 485.3K | 2.6% | ▲+12% Added · +52K sh | |
| 2 | Nvidia Corporation cs | $113.7M | 651.8K | 2.4% | ▲+21% Added · +112K sh | |
| 3 | Amazon Com Inc cs | $68.9M | 330.9K | 1.4% | ▲+21% Added · +57K sh | |
| 4 | Microsoft Corp cs | $64.7M | 174.8K | 1.3% | ▲+41% Added · +51K sh | |
| 5 | Alphabet Inc cs | $63.0M | 219.6K | 1.3% | ▲+14% Added · +28K sh | |
| 6 | State STR SPDR S&P 500 ETF T cs | $57.7M | 88.8K | 1.2% | ▼−6.1% Reduced · −6K sh | |
| 7 | Vanguard Index FDS cs | $57.6M | 131.8K | 1.2% | ▲+3.7% Added · +5K sh | |
| 8 | Invesco QQQ TR cs | $54.7M | 94.7K | 1.1% | ▼−1.8% Reduced · −2K sh | |
| 9 | Ishares Gold TR mc | $50.0M | 566.9K | 1.0% | ▼−0.9% Reduced · −5K sh | |
| 10 | Ishares TR cs | $48.2M | 556.1K | 1.0% | ▲+16% Added · +75K sh | |
| 11 | Alphabet Inc cs | $47.7M | 165.8K | 1.0% | ▲+18% Added · +25K sh | |
| 12 | SPDR Series Trust cs | $41.3M | 539.9K | 0.9% | ▼−2.1% Reduced · −12K sh | |
| 13 | Ishares TR cs | $38.8M | 343.2K | 0.8% | ▼−27% Reduced · −125K sh | |
| 14 | SPDR Index SHS FDS cs | $37.7M | 825.8K | 0.8% | ▲+3.9% Added · +31K sh | |
| 15 | Wisdomtree TR mc | $35.7M | 406.7K | 0.7% | ▲+4.1% Added · +16K sh | |
| 16 | Ishares TR cs | $35.4M | 54.2K | 0.7% | ▲+4.8% Added · +2K sh | |
| 17 | Vanguard Index FDS mc | $34.3M | 57.4K | 0.7% | ▲+5.5% Added · +3K sh | |
| 18 | Ishares TR cs | $33.8M | 354.1K | 0.7% | ▲+33% Added · +87K sh | |
| 19 | Ishares TR cs | $32.3M | 152.7K | 0.7% | ▲+72% Added · +64K sh | |
| 20 | Costco Wholesale Corporation cs | $30.8M | 30.9K | 0.6% | ▲+46% Added · +10K sh | |
| 21 | Invesco Exchange Traded FD T mc | $30.2M | 157.2K | 0.6% | ▲+8.3% Added · +12K sh | |
| 22 | Ishares TR cs | $29.9M | 94.0K | 0.6% | ▼−11% Reduced · −11K sh | |
| 23 | Broadcom Inc cs | $28.1M | 90.8K | 0.6% | ▲+40% Added · +26K sh | |
| 24 | Schwab Strategic TR cs | $27.7M | 951.5K | 0.6% | ▲+1.6% Added · +15K sh | |
| 25 | Exxon Mobil Corp cs | $27.3M | 161.1K | 0.6% | ▲+4.0% Added · +6K sh | |
| 26 | Capital Group Dividend Value mc | $26.9M | 632.3K | 0.6% | ▲+32% Added · +153K sh | |
| 27 | First TR Exchange-Traded FD mc | $26.0M | 435.5K | 0.5% | ▲+37% Added · +119K sh | |
| 28 | Berkshire Hathaway Inc Del cs | $25.4M | 53.1K | 0.5% | ▲+6.4% Added · +3K sh | |
| 29 | Anglogold Ashanti PLC cs | $25.4M | 260.4K | 0.5% | ▲+5.7% Added · +14K sh | |
| 30 | Vanguard Whitehall FDS cs | $25.1M | 169.4K | 0.5% | ▼−2.4% Reduced · −4K sh | |
| 31 | Schwab Strategic TR mc | $24.0M | 774.9K | 0.5% | ▼−0.4% Reduced · −3K sh | |
| 32 | Ishares Inc cs | $23.8M | 341.2K | 0.5% | ▲+20% Added · +58K sh | |
| 33 | Ishares TR cs | $23.5M | 107.4K | 0.5% | ▼−5.5% Reduced · −6K sh | |
| 34 | Meta Platforms Inc cs | $23.2M | 40.6K | 0.5% | ▲+2.0% Added · +818 sh | |
| 35 | Vanguard World FD cs | $23.1M | 33.1K | 0.5% | ▲+0.9% Added · +307 sh | |
| 36 | Capital Group Growth ETF mc | $22.9M | 570.5K | 0.5% | ▲+29% Added · +127K sh | |
| 37 | Vanguard Specialized Funds cs | $22.5M | 104.7K | 0.5% | ▼−1.2% Reduced · −1K sh | |
| 38 | Ishares TR cs | $22.5M | 427.1K | 0.5% | ▲+8.6% Added · +34K sh | |
| 39 | First TR Exchng Traded FD VI mc | $22.1M | 892.6K | 0.5% | ▲+3.8% Added · +32K sh | |
| 40 | Franco Nev Corp cs | $21.6M | 87.3K | 0.4% | ▼−11% Reduced · −11K sh | |
| 41 | Schwab Strategic TR mc | $21.3M | 695.2K | 0.4% | ▼−11% Reduced · −87K sh | |
| 42 | Ishares TR cs | $21.3M | 86.0K | 0.4% | ▲+252% Added · +62K sh | |
| 43 | Ishares TR mc | $20.0M | 221.2K | 0.4% | ▲+12% Added · +24K sh | |
| 44 | JPMorgan Chase & Co cs | $20.0M | 67.9K | 0.4% | ▲+17% Added · +10K sh | |
| 45 | Vanguard Index FDS cs | $19.6M | 76.2K | 0.4% | ▲+17% Added · +11K sh | |
| 46 | Goldman Sachs ETF TR mc | $18.5M | 219.1K | 0.4% | ▲+3.5% Added · +7K sh | |
| 47 | J P Morgan Exchange Traded F mc | $18.3M | 362.5K | 0.4% | ▼−7.5% Reduced · −29K sh | |
| 48 | Schwab Strategic TR mc | $18.3M | 713.0K | 0.4% | ▲+0.3% Added · +2K sh | |
| 49 | First TR Exchange Traded FD mc | $17.8M | 189.8K | 0.4% | ▲+6.2% Added · +11K sh | |
| 50 | Walmart Inc cs | $17.5M | 140.6K | 0.4% | ▲+2.6% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 5,032 | $4.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 4,899 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 6, 2026 | 4,843 | $3.9B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 4,929 | $3.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 4,312 | $3.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 4,609 | $3.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Feb 4, 2025 | 3,318 | $2.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 3,244 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jul 30, 2024 | 3,137 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 9, 2024 | 3,051 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 12, 2023 | 3,312 | $2.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 3,460 | $2.4B | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | Apr 18, 2023 | 3,372 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 4,609 | $3.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 4,798 | $3.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Sep 6, 2022 | 4,569 | $3.1B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | Sep 6, 2022 | 5,556 | $6.1B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Jan 12, 2022 | 3,413 | $5.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 6, 2021 | 3,403 | $5.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 13, 2021 | 10,152 | $4.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.