EdgeMarket › What Ifp Advisors, Inc reported owning
What Ifp Advisors, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.8BPositions
5,032Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 123.2M | 2.6% | 485.3K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 113.7M | 2.4% | 651.8K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 68.9M | 1.4% | 330.9K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 64.7M | 1.3% | 174.8K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 63.0M | 1.3% | 219.6K | 341.75 | +70.7% |
| SPY SPDR S&P 500 ETF TRUST | 57.7M | 1.2% | 88.8K | 765.72 | +20.0% |
| VUG Vanguard Morningstar Growth ETF | 57.6M | 1.2% | 131.8K | 87.50 | +15.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 54.7M | 1.1% | 94.7K | 713.44 | +26.1% |
| IAU ISHARES GOLD TRUST | 50.0M | 1.0% | 566.9K | 86.79 | +37.5% |
| TLT iShares 20 Year Treasury Bond ETF | 48.2M | 1.0% | 556.1K | 82.05 | -5.5% |
| GOOGL Alphabet Inc. | 47.7M | 1.0% | 165.8K | 344.82 | +73.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 41.3M | 0.9% | 539.9K | 90.13 | +20.1% |
| IVW iShares S&P 500 Growth ETF | 38.8M | 0.8% | 343.2K | 138.83 | +22.2% |
| SPDW State Street SPDR Portfolio Developed World ex | 37.7M | 0.8% | 825.8K | 52.02 | +24.4% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 35.7M | 0.7% | 406.7K | 99.29 | +14.2% |
| IVV iShares Core S&P 500 ETF | 35.4M | 0.7% | 54.2K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 34.3M | 0.7% | 57.4K | 703.71 | +20.0% |
| IEF iShares 7-10 Year Treasury Bond ETF | 33.8M | 0.7% | 354.1K | 92.82 | -2.8% |
| IVE iShares S&P 500 Value ETF | 32.3M | 0.7% | 152.7K | 237.24 | +17.6% |
| COST COSTCO WHOLESALE CORP /NEW | 30.8M | 0.6% | 30.9K | 947.74 | -4.7% |
| RSP Invesco S&P 500 Equal Weight ETF | 30.2M | 0.6% | 157.2K | 221.67 | +18.8% |
| OEF iShares S&P 100 Fund | 29.9M | 0.6% | 94.0K | 377.86 | +19.6% |
| AVGO Broadcom Inc. | 28.1M | 0.6% | 90.8K | 368.45 | +26.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 27.7M | 0.6% | 951.5K | 35.32 | +17.3% |
| XOM ExxonMobil Holdings Corp | 27.3M | 0.6% | 161.1K | 165.11 | +52.1% |
| CGDV Capital Group Dividend Value ETF | 26.9M | 0.6% | 632.3K | 50.21 | +22.5% |
| FTSM First Trust Enhanced Short Maturity ETF | 26.0M | 0.5% | 435.5K | 59.87 | -0.3% |
| unmapped CUSIP 084670702 | 25.4M | 0.5% | 53.1K | — | — |
| AU AngloGold Ashanti PLC | 25.4M | 0.5% | 260.4K | 121.22 | +125.7% |
| VYM Vanguard High Dividend Yield ETF | 25.1M | 0.5% | 169.4K | 164.97 | +19.9% |
| SCHM Schwab U.S. Mid Cap ETF | 24.0M | 0.5% | 774.9K | 36.16 | +25.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 23.8M | 0.5% | 341.2K | 81.57 | +31.9% |
| ITA iShares U.S. Aerospace & Defense ETF | 23.5M | 0.5% | 107.4K | 237.34 | +22.1% |
| META Meta Platforms, Inc. | 23.2M | 0.5% | 40.6K | 549.90 | -26.5% |
| VGT Vanguard Information Tech ETF | 23.1M | 0.5% | 33.1K | 118.42 | +38.5% |
| CGGR Capital Group Growth ETF | 22.9M | 0.5% | 570.5K | 47.00 | +13.1% |
| VIG Vanguard Div Appreciation ETF | 22.5M | 0.5% | 104.7K | 243.91 | +16.2% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 22.5M | 0.5% | 427.1K | 52.11 | -1.4% |
| UCON First Trust Smith Unconstrained Bond ETF | 22.1M | 0.5% | 892.6K | 24.56 | -1.6% |
| FNV FRANCO NEVADA Corp | 21.6M | 0.4% | 87.3K | 265.74 | +49.0% |
| SCHD Schwab US Dividend Equity ETF | 21.3M | 0.4% | 695.2K | 35.11 | +27.6% |
| IWM iShares Russell 2000 ETF | 21.3M | 0.4% | 86.0K | 299.96 | +33.1% |
| IEFA iShares Core MSCI EAFE ETF | 20.0M | 0.4% | 221.2K | 100.85 | +16.8% |
| JPM JPMORGAN CHASE & CO | 20.0M | 0.4% | 67.9K | 351.58 | +20.3% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 19.6M | 0.4% | 76.2K | 305.46 | +7.4% |
| GSEW Goldman Sachs Equal Weight U.S. Large Cap Equi | 18.5M | 0.4% | 219.1K | 98.33 | +18.3% |
| JPST JPMorgan Ultra-Short Income ETF | 18.3M | 0.4% | 362.5K | 50.53 | -0.3% |
| SCHX Schwab U.S. Large-Cap ETF | 18.3M | 0.4% | 713.0K | 30.21 | +19.6% |
| TDIV First Trust NASDAQ Technology Dividend Index F | 17.8M | 0.4% | 189.8K | 114.62 | +25.9% |
| WMT Walmart Inc. | 17.5M | 0.4% | 140.6K | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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