13F filer

IFP Advisors

As of Sep 30, 2026 Filed Oct 16, 2026 CIK 1641866 SEC filings ↗
13F Value
$5.86B
Positions
5,242
Top Position
AAPL2.6%
Top 5
9.8%

Latest filing changes

vs Jun 30, 2026
Holdings5,242
# Trend (4Q)
1 AAPL 2.6% $154.9M -4.1% 465.3K 2.5% Common Stock
2 NVDA 2.6% $151.4M -0.2% 662.7K 2.4% Common Stock
3 MSFT 1.6% $94.5M +2.1% 184.2K 1.2% Common Stock
4 QQQ 1.5% $88.2M +9.8% 119.2K 1.4% ETF
5 VUG 1.5% $86.7M +29.6% 962.5K 1.2% ETF
6 AMZN 1.4% $84.6M +3.4% 339.4K 1.4% Common Stock
7 GOOG 1.1% $65.0M +1.4% 190.7K 1.2% Common Stock
8 SPY 1.0% $59.5M +1.6% 78.0K 1.0% ETF
9 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 168,955 reported quantity $58,134,036 reported value
1.0% $58.1M +0.4% 169.0K 1.1% Common Stock
10 SPYM 1.0% $57.1M +0.6% 636.6K 1.0% ETF
11 AMD 0.8% $48.7M -1.0% 79.6K 0.8% Common Stock
12 VOO 0.8% $47.9M +6.1% 68.3K 0.8% ETF
13 SPDW 0.8% $46.0M -0.1% 915.2K 0.8% ETF
14 PANW 0.7% $43.9M -5.0% 110.5K 0.7% Common Stock
15 DGRW 0.7% $39.8M +0.5% 409.0K 0.7% Equity
16 IVV 0.7% $39.7M -4.4% 51.9K 0.7% ETF
17 IEF 0.7% $39.0M -6.5% 436.5K 0.8% ETF
18 IGSB 0.7% $38.4M +3.1% 750.2K 0.7% ETF
19 IVW 0.6% $36.7M -4.3% 258.3K 0.7% ETF
20 UCON 0.6% $36.5M +36.2% 1.54M 0.5% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing219
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.