IFP Advisors, Inc: 13F holdings

CIK 16418662026Q2

Positions5,147
Reported value$5.5bn
Filed2026-07-20

Change since last quarter

Positions5,147 (+115 vs prior quarter)
Reported value$5.5bn (+14.8%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC484,958$140.3m2.5%
NVDA NVIDIA CORPORATION663,778$132.8m2.4%
QQQ INVESCO QQQ TR108,639$80.0m1.4%
AMZN AMAZON COM INC328,243$78.2m1.4%
MSFT MICROSOFT CORP180,462$67.3m1.2%
GOOG ALPHABET INC188,042$66.4m1.2%
VUG VANGUARD INDEX FDS742,981$64.0m1.2%
GOOGL ALPHABET INC168,260$60.1m1.1%
SPY STATE STR SPDR S&P 500 ETF T76,832$57.4m1.0%
SPYM SPDR SERIES TRUST632,889$55.6m1.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1641866")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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