IFP Advisors, Inc holds a diversified book of 5147 stocks worth $5.5B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book.
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
Other tracked managers holding the same core names as IFP Advisors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $623.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $536.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $482.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $191.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $170.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $122.6B |
| LPL Financial LLC | 80 / 80 | $120.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $114.5B |
Ranked by how many of IFP Advisors, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $140.3M | 485.0K | 2.5% | ▼−0.1% Reduced · −298 sh | |
| 2 | Nvidia Corporation cs | $132.8M | 663.8K | 2.4% | ▲+1.8% Added · +12K sh | |
| 3 | Invesco QQQ TR cs | $80.0M | 108.6K | 1.4% | ▲+15% Added · +14K sh | |
| 4 | Amazon Com Inc cs | $78.2M | 328.2K | 1.4% | ▼−0.8% Reduced · −3K sh | |
| 5 | Microsoft Corp cs | $67.3M | 180.5K | 1.2% | ▲+3.2% Added · +6K sh | |
| 6 | Alphabet Inc cs | $66.4M | 188.0K | 1.2% | ▼−14% Reduced · −32K sh | |
| 7 | Vanguard Index FDS cs | $64.0M | 743.0K | 1.2% | ▲+464% Added · +611K sh | |
| 8 | Alphabet Inc cs | $60.1M | 168.3K | 1.1% | ▲+1.5% Added · +2K sh | |
| 9 | State STR SPDR S&P 500 ETF T cs | $57.4M | 76.8K | 1.0% | ▼−13% Reduced · −12K sh | |
| 10 | SPDR Series Trust cs | $55.6M | 632.9K | 1.0% | ▲+17% Added · +93K sh | |
| 11 | Advanced Micro Devices Inc cs | $46.7M | 80.5K | 0.8% | ▲+4.1% Added · +3K sh | |
| 12 | SPDR Index SHS FDS cs | $46.2M | 916.0K | 0.8% | ▲+11% Added · +90K sh | |
| 13 | Vanguard Index FDS mc | $44.2M | 64.3K | 0.8% | ▲+12% Added · +7K sh | |
| 14 | Ishares TR cs | $44.2M | 467.0K | 0.8% | ▲+32% Added · +113K sh | |
| 15 | Ishares Gold TR mc | $41.9M | 555.1K | 0.8% | ▼−2.1% Reduced · −12K sh | |
| 16 | Ishares TR cs | $40.6M | 54.3K | 0.7% | ▲+0.1% Added · +56 sh | |
| 17 | Palo Alto Networks Inc cs | $39.7M | 116.4K | 0.7% | ▲+7.0% Added · +8K sh | |
| 18 | Wisdomtree TR mc | $38.9M | 407.0K | 0.7% | ▲+0.1% Added · +247 sh | |
| 19 | Ishares TR cs | $38.6M | 446.7K | 0.7% | ▼−20% Reduced · −109K sh | |
| 20 | Ishares TR cs | $38.1M | 727.4K | 0.7% | ▲+70% Added · +300K sh | |
| 21 | Ishares TR cs | $37.1M | 270.0K | 0.7% | ▼−21% Reduced · −73K sh | |
| 22 | Ishares TR cs | $33.8M | 148.7K | 0.6% | ▼−2.6% Reduced · −4K sh | |
| 23 | Ishares TR mc | $33.4M | 1.22M | 0.6% | ▲+867% Added · +1.1M sh | |
| 24 | Invesco Exchange Traded FD T mc | $33.3M | 156.5K | 0.6% | ▼−0.5% Reduced · −723 sh | |
| 25 | Broadcom Inc cs | $33.2M | 87.9K | 0.6% | ▼−3.3% Reduced · −3K sh | |
| 26 | Vanguard World FD cs | $32.9M | 275.5K | 0.6% | ▲+732% Added · +242K sh | |
| 27 | Capital Group Dividend Value mc | $32.8M | 666.1K | 0.6% | ▲+5.3% Added · +34K sh | |
| 28 | Schwab Strategic TR cs | $31.7M | 937.8K | 0.6% | ▼−1.4% Reduced · −14K sh | |
| 29 | Schwab Strategic TR mc | $28.6M | 775.1K | 0.5% | ▲~0% Added · +257 sh | |
| 30 | Capital Group Growth ETF mc | $28.5M | 604.0K | 0.5% | ▲+5.9% Added · +34K sh | |
| 31 | First TR Exchng Traded FD VI mc | $28.1M | 1.13M | 0.5% | ▲+27% Added · +237K sh | |
| 32 | Costco Wholesale Corporation cs | $27.7M | 29.6K | 0.5% | ▼−4.1% Reduced · −1K sh | |
| 33 | Vanguard Whitehall FDS cs | $27.5M | 174.1K | 0.5% | ▲+2.7% Added · +5K sh | |
| 34 | Berkshire Hathaway Inc Del cs | $27.4M | 54.8K | 0.5% | ▲+3.2% Added · +2K sh | |
| 35 | Ishares TR cs | $26.6M | 72.8K | 0.5% | ▼−23% Reduced · −21K sh | |
| 36 | Ishares TR cs | $26.6M | 109.8K | 0.5% | ▲+2.2% Added · +2K sh | |
| 37 | Vanguard Specialized Funds cs | $26.0M | 109.9K | 0.5% | ▲+5.0% Added · +5K sh | |
| 38 | First TR Exchange-Traded FD mc | $24.6M | 412.7K | 0.4% | ▼−5.3% Reduced · −23K sh | |
| 39 | Eli Lilly & Co cs | $24.4M | 20.4K | 0.4% | ▲+11% Added · +2K sh | |
| 40 | Exxon Mobil Corp cs | $23.4M | 171.3K | 0.4% | ▲+6.3% Added · +10K sh | |
| 41 | Meta Platforms Inc cs | $23.4M | 41.5K | 0.4% | ▲+2.2% Added · +908 sh | |
| 42 | Vanguard Tax-Managed FDS cs | $23.3M | 327.5K | 0.4% | ▲+23% Added · +60K sh | |
| 43 | JPMorgan Chase & Co cs | $23.1M | 70.5K | 0.4% | ▲+3.9% Added · +3K sh | |
| 44 | Schwab Strategic TR mc | $22.6M | 712.7K | 0.4% | ▲+2.5% Added · +18K sh | |
| 45 | Ishares TR mc | $22.6M | 233.9K | 0.4% | ▲+5.7% Added · +13K sh | |
| 46 | First TR Exchange Traded FD mc | $22.4M | 194.7K | 0.4% | ▲+2.5% Added · +5K sh | |
| 47 | Schwab Strategic TR mc | $22.3M | 756.6K | 0.4% | ▲+6.1% Added · +44K sh | |
| 48 | Ishares Inc cs | $21.4M | 258.6K | 0.4% | ▼−24% Reduced · −83K sh | |
| 49 | Goldman Sachs ETF TR mc | $21.3M | 225.5K | 0.4% | ▲+2.9% Added · +6K sh | |
| 50 | Abbott Laboratories cs | $21.2M | 234.2K | 0.4% | ▲+307% Added · +177K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/1641866/holdings"
Use Arkolith to show IFP Advisors, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 5,147 | $5.5B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.