StockDriftsStockDriftsTop 50 Ifg Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 2.33% | 89.1K | $66.5M | +67409.09%(+88.98K) | $689.18(+12.87%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.25% | 87.2K | $64.2M | +30485.96%(+86.89K) | $646.12(+13.30%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.91% | 79.3K | $54.5M | +25655.52%(+79.02K) | $632.82(+12.98%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.76% | 135.7K | $50.2M | +467903.45%(+135.69K) | $340.83(+12.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.72% | 169.4K | $49.0M | +12664.51%(+168.06K) | $266.73(+14.45%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.54% | 991.7K | $44.0M | +5352.97%(+973.54K) | $40.83(+13.20%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.4% | 455.4K | $40.0M | +266244.44%(+455.28K) | $81.12(+12.87%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.29% | 233.3K | $36.9M | +25012.92%(+232.37K) | $151.50(+10.25%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 1.19% | 602.2K | $33.8M | new | $44.81(+30.61%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.18% | 167.8K | $33.6M | +6100.37%(+165.14K) | $180.07(+25.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.50% | +8.53% | +50.55% |
| Top 20 Holdings Unweighted | +15.35% | +53.48% | +8.61% | +51.13% |
Ifg Advisory LLC reports $2.85B in US-listed equity holdings across 2,358 positions in its most recent 13F filing. Its largest disclosed positions are SPY (2.3%), QQQ (2.3%) and VOO (1.9%). The top 20 holdings account for 24.74% of reported assets. Its disclosed equity book has returned +52.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ifg Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1728319). View Ifg Advisory LLC’s 13F filings on SEC