Universe · entity
IFP Advisors, Inc
Institutional manager (13F) · CIK 1641866
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $123M | 485,256 |
| 2 | NVIDIA CORPORATION | $114M | 651,842 |
| 3 | AMAZON COM INC | $69M | 330,873 |
| 4 | MICROSOFT CORP | $65M | 174,800 |
| 5 | ALPHABET INC | $63M | 219,615 |
| 6 | STATE STR SPDR S&P 500 ETF T | $58M | 88,760 |
| 7 | VANGUARD INDEX FDS | $58M | 131,782 |
| 8 | INVESCO QQQ TR | $55M | 94,747 |
| 9 | ISHARES GOLD TR | $50M | 566,853 |
| 10 | ISHARES TR | $48M | 556,110 |
| 11 | ALPHABET INC | $48M | 165,774 |
| 12 | SPDR SERIES TRUST | $41M | 539,854 |
| 13 | ISHARES TR | $39M | 343,155 |
| 14 | SPDR INDEX SHS FDS | $38M | 825,847 |
| 15 | WISDOMTREE TR | $36M | 406,724 |
| 16 | ISHARES TR | $35M | 54,205 |
| 17 | VANGUARD INDEX FDS | $34M | 57,405 |
| 18 | ISHARES TR | $34M | 354,092 |
| 19 | ISHARES TR | $32M | 152,743 |
| 20 | COSTCO WHOLESALE CORPORATION | $31M | 30,884 |
| 21 | INVESCO EXCHANGE TRADED FD T | $30M | 157,243 |
| 22 | ISHARES TR | $30M | 94,029 |
| 23 | BROADCOM INC | $28M | 90,843 |
| 24 | SCHWAB STRATEGIC TR | $28M | 951,494 |
| 25 | EXXON MOBIL CORP | $27M | 161,094 |
| 26 | CAPITAL GROUP DIVIDEND VALUE | $27M | 632,254 |
| 27 | FIRST TR EXCHANGE-TRADED FD | $26M | 435,534 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $25M | 53,077 |
| 29 | ANGLOGOLD ASHANTI PLC | $25M | 260,397 |
| 30 | VANGUARD WHITEHALL FDS | $25M | 169,422 |
| 31 | SCHWAB STRATEGIC TR | $24M | 774,872 |
| 32 | ISHARES INC | $24M | 341,201 |
| 33 | ISHARES TR | $23M | 107,384 |
| 34 | META PLATFORMS INC | $23M | 40,566 |
| 35 | VANGUARD WORLD FD | $23M | 33,120 |
| 36 | CAPITAL GROUP GROWTH ETF | $23M | 570,490 |
| 37 | VANGUARD SPECIALIZED FUNDS | $23M | 104,744 |
| 38 | ISHARES TR | $22M | 427,145 |
| 39 | FIRST TR EXCHNG TRADED FD VI | $22M | 892,567 |
| 40 | FRANCO NEV CORP | $22M | 87,290 |
| 41 | SCHWAB STRATEGIC TR | $21M | 695,187 |
| 42 | ISHARES TR | $21M | 85,993 |
| 43 | ISHARES TR | $20M | 221,239 |
| 44 | JPMORGAN CHASE & CO | $20M | 67,890 |
| 45 | VANGUARD INDEX FDS | $20M | 76,163 |
| 46 | GOLDMAN SACHS ETF TR | $19M | 219,070 |
| 47 | J P MORGAN EXCHANGE TRADED F | $18M | 362,467 |
| 48 | SCHWAB STRATEGIC TR | $18M | 712,987 |
| 49 | FIRST TR EXCHANGE TRADED FD | $18M | 189,828 |
| 50 | WALMART INC | $17M | 140,559 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.