Investor
IFG Advisors, LLC
CIK 0001783412 · filed 2026-04-09 · SEC filing
13F book
$610.6M
Positions
149
6 new · 11 sold
Largest name
12.8%
Spdr S&P 500 Etf Tr
Est. mark
−$9.76M
Price effect on 143 names still held. Flow $19.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 120.4K | $78.3M | 12.8% | −$3.57M | Added$1.29M |
| Vanguard Index Fds | — | 103.3K | $61.7M | 10.1% | −$2.75M | Added$3.34M |
| Ishares Tr | — | 489.3K | $47.5M | 7.8% | $529.3K | Added$1.32M |
| Ishares Tr | — | 367.1K | $45.6M | 7.5% | $1.49M | Added$2.21M |
| Invesco Qqq Tr | — | 64.7K | $37.3M | 6.1% | −$2.4M | Cut−$2.43M |
| Invesco Exch Traded Fd Tr Ii | — | 122.7K | $29.1M | 4.8% | −$1.78M | Added−$343.4K |
| Spdr S&P Midcap 400 Etf Tr | — | 44.3K | $27.3M | 4.5% | $596.8K | Cut−$216.4K |
| Ishares Tr | — | 299.1K | $20.2M | 3.3% | $429K | Added$1.69M |
| Apple Inc. | AAPL | 68.3K | $17.3M | 2.8% | −$1.23M | Added−$1.22M |
| Ishares Tr | — | 235K | $14.5M | 2.4% | $521.6K | Cut$456.4K |
| Vanguard Intl Equity Index F | — | 227.4K | $12.3M | 2.0% | $64.6K | Added$318.5K |
| Vanguard Tax-Managed Fds | — | 190.8K | $12.2M | 2.0% | $307.2K | Cut$35K |
| Vanguard Intl Equity Index F | — | 70.4K | $10.3M | 1.7% | $173.1K | Cut$19.1K |
| Vanguard Bd Index Fds | — | 127.1K | $9.96M | 1.6% | −$50.9K | Cut−$644.5K |
| Vanguard Whitehall Fds | — | 66.5K | $9.85M | 1.6% | — | New |
| Vanguard Bd Index Fds | — | 123.1K | $9.5M | 1.6% | −$77K | Added$931.9K |
| Ishares Tr | — | 61.2K | $9.27M | 1.5% | $628.6K | Cut−$7.02M |
| Ishares Tr | — | 105.5K | $8.27M | 1.4% | $88.5K | Added$472.9K |
| Dimensional Etf Trust | — | 177.6K | $6.9M | 1.1% | −$129.7K | Cut−$399.5K |
| Cintas Corp | CTAS | 39.1K | $6.62M | 1.1% | −$740.4K | Added−$740.1K |
| Vanguard Index Fds | — | 71.2K | $6.32M | 1.0% | $13.4K | Added$672.1K |
| Nvidia Corp | NVDA | 31.9K | $5.56M | 0.9% | −$380.1K | Added−$296.4K |
| Spdr Dow Jones Indl Average | — | 11.8K | $5.46M | 0.9% | −$204.9K | Cut−$354.4K |
| Vanguard Index Fds | — | 18.4K | $4.82M | 0.8% | $72.3K | Added$137K |
| Ishares Tr | — | 52.9K | $4.21M | 0.7% | −$56.6K | Cut−$210.8K |
| Alphabet Inc | — | 13K | $3.73M | 0.6% | −$324.8K | Added−$272.1K |
| Exxon Mobil Corp | — | 20.4K | $3.46M | 0.6% | $970.8K | Added$1.09M |
| Micron Technology Inc | MU | 9.89K | $3.34M | 0.5% | $517.3K | Added$526K |
| Vanguard Scottsdale Fds | — | 39.4K | $3.12M | 0.5% | −$11.4K | Added$1.14M |
| Ea Series Trust | — | 106.7K | $2.71M | 0.4% | $221K | Cut$184.7K |
| Ishares Tr | — | 25.5K | $2.71M | 0.4% | −$22.9K | Added$147.1K |
| Jpmorgan Chase & Co. | — | 8.79K | $2.59M | 0.4% | −$245.9K | Added−$241.2K |
| Invesco Exch Traded Fd Tr Ii | — | 117.5K | $2.4M | 0.4% | −$61.6K | Added$203.7K |
| Amazon Com Inc | AMZN | 11.2K | $2.33M | 0.4% | −$252.3K | Added−$250.4K |
| Microsoft Corp | MSFT | 6.28K | $2.32M | 0.4% | −$712.2K | Cut−$718K |
| Ishares Tr | — | 5.09K | $2.17M | 0.4% | −$239.2K | Cut−$257.6K |
| Spdr Series Trust | — | 44.1K | $2.13M | 0.3% | $64.4K | Cut−$22.1K |
| Vanguard Index Fds | — | 7.1K | $2.04M | 0.3% | −$21.4K | Added$8.44K |
| Dimensional Etf Trust | — | 40.5K | $1.96M | 0.3% | $75.8K | Held |
| Ishares Tr | — | 7.53K | $1.87M | 0.3% | $13.2K | Added$93.6K |
| Capital One Finl Corp | — | 10.2K | $1.86M | 0.3% | −$612.6K | Added−$612.5K |
| Meta Platforms, Inc. | META | 3.17K | $1.81M | 0.3% | −$278.9K | Held |
| Vanguard Index Fds | — | 5.37K | $1.72M | 0.3% | −$74.8K | Added−$14.2K |
| Dimensional Etf Trust | — | 49.1K | $1.67M | 0.3% | $60.9K | Cut−$42.2K |
| Ishares Tr | — | 15.6K | $1.66M | 0.3% | −$3.09K | Added$24K |
| Berkshire Hathaway Inc Del | — | 3.28K | $1.57M | 0.3% | −$75.2K | Added−$40.2K |
| Ishares Tr | — | 15.9K | $1.55M | 0.3% | $15.3K | Cut−$19.2K |
| Dimensional Etf Trust | — | 24.5K | $1.53M | 0.3% | $71.3K | Held |
| Corning Inc | — | 11.1K | $1.52M | 0.2% | $536.9K | Added$544.6K |
| Philip Morris Intl Inc | — | 8.62K | $1.43M | 0.2% | $42.6K | Held |
| Alphabet Inc | — | 4.8K | $1.38M | 0.2% | −$129.3K | Held |
| American Express Co | AXP | 4.28K | $1.3M | 0.2% | −$286K | Added−$273K |
| Morgan Stanley | — | 7.63K | $1.26M | 0.2% | −$98.9K | Held |
| Schwab Strategic Tr | — | 56.3K | $1.21M | 0.2% | $33.8K | Cut$17.3K |
| Johnson & Johnson | JNJ | 4.78K | $1.17M | 0.2% | $174.1K | Added$209K |
| Spdr Index Shs Fds | — | 24.3K | $1.11M | 0.2% | $30.2K | Held |
| Tesla, Inc. | TSLA | 2.98K | $1.11M | 0.2% | −$232.3K | Cut−$271.4K |
| Costco Whsl Corp New | — | 1.09K | $1.09M | 0.2% | $145.8K | Added$146.8K |
| AbbVie Inc. | ABBV | 4.9K | $1.07M | 0.2% | −$53.9K | Held |
| Ishares Tr | — | 2.97K | $1.06M | 0.2% | −$49.9K | Added−$47.8K |
| Ishares Tr | — | 9.35K | $1.06M | 0.2% | −$95K | Cut−$151.2K |
| Invesco Exchange Traded Fd T | — | 5.44K | $1.04M | 0.2% | $1.3K | Added$421.1K |
| Vanguard Growth Etf | — | 2.39K | $1.04M | 0.2% | −$121.9K | Cut−$136.1K |
| Palo Alto Networks Inc | PANW | 6.47K | $1.04M | 0.2% | −$154.5K | Held |
| Dimensional Etf Trust | — | 19.2K | $1.01M | 0.2% | $55.2K | Held |
| Vanguard World Fd | — | 9K | $1.01M | 0.2% | −$52K | Added$287.2K |
| Vanguard Specialized Funds | — | 4.68K | $1.01M | 0.2% | −$17.1K | Added$206.5K |
| Ishares Tr | — | 7.02K | $1M | 0.2% | −$37.7K | Added$101.4K |
| Vanguard Index Fds | — | 4.33K | $941.6K | 0.2% | $23.7K | Added$24.8K |
| Merck & Co., Inc. | MRK | 7.61K | $915.3K | 0.1% | $91.4K | Added$275.5K |
| Dimensional Etf Trust | — | 12.6K | $895.9K | 0.1% | −$41.2K | Held |
| Dimensional Etf Trust | — | 12.1K | $861.1K | 0.1% | $17.6K | Added$18.8K |
| Home Depot, Inc. | HD | 2.6K | $856.2K | 0.1% | −$39.6K | Cut−$53.4K |
| Vanguard Index Fds | — | 2.82K | $851.6K | 0.1% | $231 | Added$533 |
| Us Bancorp Del | — | 15.6K | $812.2K | 0.1% | −$21.1K | Held |
| Eli Lilly & Co | LLY | 818 | $752.4K | 0.1% | −$124.7K | Added−$112.7K |
| Union Pac Corp | — | 3.02K | $731.8K | 0.1% | $34.1K | Held |
| Walmart Inc. | WMT | 5.83K | $725.1K | 0.1% | $42.6K | Added$356.1K |
| Ishares Inc | — | 10.4K | $724.5K | 0.1% | $26.3K | Cut−$73.1K |
| Bank New York Mellon Corp | — | 6K | $711.7K | 0.1% | $15.2K | Held |
| Citigroup Inc | — | 6.2K | $703K | 0.1% | −$20.3K | Held |
| Cisco Sys Inc | — | 8.33K | $646.7K | 0.1% | $4.69K | Held |
| Ishares 0-3 Month | — | 6.18K | $622.4K | 0.1% | $1.77K | Cut−$45.3K |
| Teradyne, Inc | TER | 2.02K | $598.8K | 0.1% | $207.9K | Held |
| Ishares Tr | — | 5.88K | $592K | 0.1% | $22K | Held |
| Zevra Therapeutics, Inc. | ZVRA | 61.8K | $576.4K | 0.1% | $10.5K | Added$316.1K |
| Bank America Corp | — | 11.7K | $570.8K | 0.1% | −$73.2K | Added−$73K |
| Altria Group, Inc. | MO | 8.53K | $562.6K | 0.1% | $71K | Held |
| Netflix Inc | NFLX | 5.83K | $560.7K | 0.1% | $13.9K | Added$17.3K |
| Northrop Grumman Corp | — | 791 | $539.8K | 0.1% | $88.6K | Held |
| Ishares Tr | — | 4.01K | $531K | 0.1% | $3.6K | Added$3.73K |
| Ishares Tr | — | 6.06K | $506.6K | 0.1% | $6.61K | Held |
| Vanguard Admiral Fds Inc | — | 1.2K | $487.3K | 0.1% | −$44.1K | Held |
| Schwab Strategic Tr | — | 18.2K | $467.2K | 0.1% | — | New |
| Disney Walt Co | — | 4.8K | $462.4K | 0.1% | −$83.5K | Cut−$84.5K |
| Ishares Tr | — | 2.51K | $455K | 0.1% | −$45.6K | Added−$45.3K |
| Ishares Tr | — | 2.13K | $448.8K | 0.1% | −$1.94K | Cut−$13.2K |
| Aon plc | AON | 1.39K | $448.7K | 0.1% | −$41.8K | Held |
| Marathon Pete Corp | — | 1.8K | $439.5K | 0.1% | $146.8K | Held |
| Salesforce, Inc. | CRM | 2.29K | $427.5K | 0.1% | −$173.3K | Added−$159.3K |
| Mondelez Intl Inc | — | 7.18K | $414.1K | 0.1% | $27.4K | Held |
| Vanguard World Fd | — | 5.76K | $413.4K | 0.1% | $610 | Cut−$24.6K |
| Mcdonalds Corp | MCD | 1.32K | $411.9K | 0.1% | $7.05K | Added$7.36K |
| Electronic Arts Inc. | EA | 2.02K | $411K | 0.1% | −$927 | Held |
| Spdr Series Trust | — | 8.48K | $405.8K | 0.1% | −$1.33K | Cut−$27.5K |
| Vanguard Index Fds | — | 1.29K | $386K | 0.1% | — | New |
| Starbucks Corp | SBUX | 4.31K | $385.9K | 0.1% | $23.2K | Held |
| Dimensional Etf Trust | — | 11.4K | $384.6K | 0.1% | $8.37K | Cut−$10.8K |
| Vanguard Admiral Fds Inc | — | 1.89K | $384.2K | 0.1% | −$1.94K | Held |
| Dimensional Etf Trust | — | 11.3K | $382.3K | 0.1% | $14.6K | Cut−$2.16K |
| Coca Cola Co | KO | 4.61K | $350.8K | 0.1% | $28.3K | Held |
| Ishares Tr | — | 3.65K | $345.1K | 0.1% | $2.46K | Added$3.31K |
| Vanguard Admiral Fds Inc | — | 2.51K | $313.6K | 0.1% | $12.1K | Held |
| Mastercard Inc | MA | 619 | $309.1K | 0.1% | −$43.9K | Added−$42.4K |
| Ishares Tr | — | 470 | $306.9K | 0.1% | −$14.7K | Cut−$25K |
| Ishares Tr | — | 1.43K | $305.1K | 0.1% | $4.63K | Added$5.49K |
| Allstate Corp | — | 1.46K | $303.3K | 0.1% | −$1.18K | Held |
| Verizon Communications Inc | VZ | 5.97K | $299.6K | 0.0% | $56.5K | Cut−$3.22K |
| Murphy USA Inc. | MUSA | 600 | $296.4K | 0.0% | $54.3K | Held |
| Listed Fds Tr | — | 9.63K | $295.3K | 0.0% | $10.1K | Cut$7.37K |
| Vanguard Index Fds | — | 1.5K | $295.3K | 0.0% | $7.84K | Cut−$5.34K |
| Nextera Energy Inc | — | 3.17K | $294.3K | 0.0% | $39.9K | Held |
| Vanguard Star Fds | — | 3.82K | $294.3K | 0.0% | $6.2K | Added$13.4K |
| Honeywell Intl Inc | — | 1.3K | $293.8K | 0.0% | $40.2K | Cut−$11.7K |
| NIKE, Inc. | NKE | 5.55K | $293.1K | 0.0% | −$60.4K | Added−$60.2K |
| Qualcomm Inc | — | 2.27K | $292.1K | 0.0% | −$95.9K | Held |
| Vanguard Admiral Fds Inc | — | 2.77K | $282.4K | 0.0% | $2.6K | Held |
| Fidelity Wise Origin Bitcoin | — | 4.73K | $279.1K | 0.0% | −$77.8K | Added−$65.7K |
| Regions Financial Corp New | — | 10.1K | $263.4K | 0.0% | −$9.88K | Held |
| Ulta Beauty, Inc. | ULTA | 501 | $261.8K | 0.0% | −$41.2K | Held |
| Ea Series Trust | — | 5.25K | $256.5K | 0.0% | −$9.84K | Held |
| Ishares Tr | — | 2.17K | $256.4K | 0.0% | $9.4K | Added$31.1K |
| Fortune Brands Innovations I | — | 6.56K | $255.8K | 0.0% | −$72.5K | Held |
| Ishares Tr | — | 3.63K | $254.5K | 0.0% | — | New |
| Abbott Labs | ABT | 2.45K | $251.8K | 0.0% | −$55.5K | Held |
| Csx Corp | CSX | 6.13K | $251.5K | 0.0% | $29.4K | Held |
| Lumentum Hldgs Inc | — | 355 | $249.5K | 0.0% | — | New |
| Emerson Elec Co | — | 1.9K | $248.4K | 0.0% | −$3.22K | Held |
| Spdr Index Shs Fds | — | 5.14K | $241.2K | 0.0% | $514 | Held |
| Ishares Tr | — | 4.17K | $236.9K | 0.0% | $8.67K | Held |
| Spdr Series Trust | — | 2.42K | $231.7K | 0.0% | $8.46K | Cut−$1.34K |
| United Parcel Service Inc | UPS | 2.31K | $227.6K | 0.0% | −$1.87K | Held |
| Bp Plc | — | 4.79K | $225.3K | 0.0% | — | New |
| J P Morgan Exchange Traded F | — | 4.39K | $222.2K | 0.0% | $62 | Added$2.34K |
| Dimensional Etf Trust | — | 8.31K | $220.8K | 0.0% | $1.32K | Added$1.35K |
| Ishares Tr | — | 1.51K | $218.2K | 0.0% | $5.34K | Added$5.49K |
| Thermo Fisher Scientific Inc. | TMO | 432 | $212.3K | 0.0% | −$38K | Cut−$102.9K |
| Ge Aerospace | — | 718 | $203.8K | 0.0% | −$17.1K | Added−$14K |
| Crowdstrike Hldgs Inc | — | 517 | $201.7K | 0.0% | −$40.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.