IFG Advisory, LLC: 13F holdings

CIK 17283192026Q2

Positions2,363
Reported value$2.9bn
Filed2026-08-14

Change since last quarter

Positions2,363 (+2,028 vs prior quarter)
Reported value$2.9bn (+8081.4%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T89,112$66.5m2.3%
QQQ INVESCO QQQ TR87,170$64.2m2.2%
VOO VANGUARD INDEX FDS79,327$54.5m1.9%
VTI VANGUARD INDEX FDS135,721$50.2m1.8%
AAPL APPLE INC169,385$49.0m1.7%
DIMENSIONAL ETF TRUST991,731$44.0m1.5%
SPYM SPDR SERIES TRUST455,449$40.0m1.4%
VYM VANGUARD WHITEHALL FDS233,299$36.9m1.3%
NOBL PROSHARES TR602,176$33.8m1.2%
NVDA NVIDIA CORPORATION167,844$33.6m1.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1728319")

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

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