IFG Advisory
IFG Advisory reported 2,357 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (2.3%), QQQ (2.3%) and VOO (1.9%). Compared with Q1 2026, the fund opened new positions in NOBL, IEFA and VIG, added to SPY, QQQ and VOO and sold out of TILT, XMCRX and NBH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() SPY Spdr S&P 500 ETF TR | $66.5M | 2.3% | 89K | +89K (+67409%) | 8 of 8 | |
| 2 | ![]() QQQ Invesco Qqq TR | $64.2M | 2.3% | 87K | +87K (+30486%) | 8 of 8 | |
| 3 | ![]() VOO Vanguard S&P 500 ETF | $54.5M | 1.9% | 79K | +79K (+25656%) | 8 of 8 | |
| 4 | ![]() VTI Vanguard Total Stock Market ETF | $50.2M | 1.8% | 136K | +136K (+467903%) | 8 of 8 | |
| 5 | ![]() AAPL Apple Inc | $49M | 1.7% | 169K | +168K (+12665%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $44M | 1.5% | 992K | +974K (+5353%) | 8 of 8 | |
| 7 | ![]() SPYM Spdr Series Trust | $40M | 1.4% | 455K | +455K (+266244%) | 8 of 8 | |
| 8 | ![]() VYM Vanguard Whitehall Fds | $36.9M | 1.3% | 233K | +232K (+25013%) | 8 of 8 | |
| 9 | ![]() NOBL Proshares S&P 500 Div Aristocrat ETF | $33.8M | 1.2% | 602K | New position | 7 of 8 | |
| 10 | ![]() NVDA Nvidia Corporation | $33.6M | 1.2% | 168K | +165K (+6100%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() TILT Flexshares TR | $139K | 577 |
![]() XMCRX Mfs Charter Income TR | $21K | 3,500 |
![]() NBH Neuberger Mun FD Inc C | $20K | 2,000 |
![]() TER Teradyne Inc | $17K | 56 |
SILA REALTY TRUST INC | $16K | 674 |
🔒 Free account: see all 11.
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IFG Advisory 13F FAQ
What does IFG Advisory own?
IFG Advisory reported 2,357 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (2.3%), QQQ (2.3%) and VOO (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did IFG Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 2,033 new positions, 260 added to, 11 trimmed and 11 sold out. New positions include NOBL, IEFA and VIG. It sold all of TILT, XMCRX and NBH.
When will IFG Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is IFG Advisory's portfolio worth?
The Q2 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.
















