← Back to Discover
IFP Advisors, Inc
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $5,859,128,614
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · cs · 037833100 · shares: $154,943,882
- NVIDIA CORPORATION · cs · 67066G104 · shares: $151,355,876
- MICROSOFT CORP · cs · 594918104 · shares: $94,483,361
- INVESCO QQQ TR · cs · 46090E103 · shares: $88,210,915
- VANGUARD INDEX FDS · cs · 922908736 · shares: $86,734,750
- AMAZON COM INC · cs · 023135106 · shares: $84,559,517
- ALPHABET INC · cs · 02079K107 · shares: $64,976,733
- STATE STR SPDR S&P 500 ETF T · cs · 78462F103 · shares: $59,514,120
- ALPHABET INC · cs · 02079K305 · shares: $58,134,036
- SPDR SERIES TRUST · cs · 78464A854 · shares: $57,139,780
Reported holdings
5,256 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | cs | 037833100 | — | 465,269 shares | $154,943,882 |
| NVIDIA CORPORATION | cs | 67066G104 | — | 662,737 shares | $151,355,876 |
| MICROSOFT CORP | cs | 594918104 | — | 184,214 shares | $94,483,361 |
| INVESCO QQQ TR | cs | 46090E103 | — | 119,241 shares | $88,210,915 |
| VANGUARD INDEX FDS | cs | 922908736 | — | 962,543 shares | $86,734,750 |
| AMAZON COM INC | cs | 023135106 | — | 339,392 shares | $84,559,517 |
| ALPHABET INC | cs | 02079K107 | — | 190,693 shares | $64,976,733 |
| STATE STR SPDR S&P 500 ETF T | cs | 78462F103 | — | 78,038 shares | $59,514,120 |
| ALPHABET INC | cs | 02079K305 | — | 168,955 shares | $58,134,036 |
| SPDR SERIES TRUST | cs | 78464A854 | — | 636,584 shares | $57,139,780 |
| ADVANCED MICRO DEVICES INC | cs | 007903107 | — | 79,620 shares | $48,708,331 |
| VANGUARD INDEX FDS | mc | 922908363 | — | 68,294 shares | $47,864,533 |
| SPDR INDEX SHS FDS | cs | 78463X889 | — | 915,168 shares | $45,950,585 |
| PALO ALTO NETWORKS INC | cs | 697435105 | — | 110,523 shares | $43,911,893 |
| WISDOMTREE TR | mc | 97717X669 | — | 408,970 shares | $39,768,243 |
| ISHARES TR | cs | 464287200 | — | 51,899 shares | $39,746,849 |
| ISHARES TR | cs | 464287440 | — | 436,490 shares | $38,982,922 |
| ISHARES TR | cs | 464288646 | — | 750,214 shares | $38,433,463 |
| ISHARES TR | cs | 464287309 | — | 258,251 shares | $36,738,787 |
| FIRST TR EXCHNG TRADED FD VI | mc | 33740F888 | — | 1,538,154 shares | $36,523,467 |
| VANGUARD WORLD FD | cs | 92204A702 | — | 287,049 shares | $36,073,448 |
| ISHARES TR | cs | 464287408 | — | 156,316 shares | $35,683,816 |
| CAPITAL GROUP GROWTH ETF | mc | 14020G101 | — | 749,889 shares | $35,567,235 |
| META PLATFORMS INC | cs | 30303M102 | — | 47,417 shares | $34,385,860 |
| SCHWAB STRATEGIC TR | cs | 808524300 | — | 950,919 shares | $34,166,520 |
| CAPITAL GROUP DIVIDEND VALUE | mc | 14020W106 | — | 694,874 shares | $33,944,595 |
| BROADCOM INC | cs | 11135F101 | — | 94,615 shares | $33,227,842 |
| ISHARES TR | mc | 46429B663 | — | 1,128,077 shares | $31,541,033 |
| INVESCO EXCHANGE TRADED FD T | mc | 46137V357 | — | 149,794 shares | $31,160,148 |
| ISHARES GOLD TR | mc | 464285204 | — | 396,394 shares | $30,958,371 |
| EXXONMOBIL HOLDINGS CORP | cs | 30233Q108 | — | 184,970 shares | $30,103,868 |
| BERKSHIRE HATHAWAY INC DEL | cs | 084670702 | — | 59,464 shares | $29,610,099 |
| COSTCO WHOLESALE CORPORATION | cs | 22160K105 | — | 30,687 shares | $27,935,604 |
| VANGUARD WHITEHALL FDS | cs | 921946406 | — | 178,714 shares | $27,736,413 |
| SCHWAB STRATEGIC TR | mc | 808524508 | — | 803,554 shares | $27,336,907 |
| ABBOTT LABORATORIES | cs | 002824100 | — | 276,043 shares | $27,281,330 |
| ISHARES TR | cs | 464287101 | — | 70,833 shares | $27,063,873 |
| VANGUARD SPECIALIZED FUNDS | cs | 921908844 | — | 113,867 shares | $26,566,310 |
| SCHWAB STRATEGIC TR | mc | 808524797 | — | 756,809 shares | $24,618,997 |
| ELI LILLY & CO | cs | 532457108 | — | 21,057 shares | $24,364,634 |
| SCHWAB STRATEGIC TR | mc | 808524201 | — | 789,539 shares | $23,686,170 |
| VANGUARD TAX-MANAGED FDS | cs | 921943858 | — | 332,935 shares | $23,508,540 |
| J P MORGAN EXCHANGE TRADED F | mc | 46641Q167 | — | 293,835 shares | $23,424,526 |
| ISHARES TR | mc | 46432F842 | — | 238,028 shares | $23,060,153 |
| ISHARES TR | mc | 46434V860 | — | 452,788 shares | $22,942,768 |
| JPMORGAN CHASE & CO | cs | 46625H100 | — | 69,231 shares | $22,903,692 |
| ISHARES TR | cs | 464288760 | — | 108,334 shares | $22,444,638 |
| NETFLIX INC. | cs | 64110L106 | — | 319,749 shares | $22,248,135 |
| FRANCO NEV CORP | cs | 351858105 | — | 92,455 shares | $22,014,460 |
| GOLDMAN SACHS ETF TR | mc | 381430438 | — | 234,712 shares | $21,846,993 |
| ISHARES TR | mc | 46432F339 | — | 98,202 shares | $21,824,412 |
| ISHARES INC | cs | 46434G103 | — | 264,158 shares | $21,439,063 |
| FIRST TR EXCHANGE TRADED FD | mc | 33738R118 | — | 187,713 shares | $21,177,781 |
| VANGUARD BD INDEX FDS | cs | 921937835 | — | 293,039 shares | $20,556,686 |
| ISHARES TR | cs | 464287150 | — | 122,603 shares | $20,386,427 |
| ISHARES TR | cs | 464287432 | — | 261,478 shares | $20,337,759 |
| SCHWAB STRATEGIC TR | cs | 808524102 | — | 689,089 shares | $20,197,199 |
| LISTED FDS TR | mc | 53656G498 | — | 281,636 shares | $20,190,485 |
| CAPITAL GROUP CORE EQUITY ET | mc | 14020V108 | — | 451,590 shares | $20,095,755 |
| FIRST TR EXCHANGE-TRADED FD | mc | 33739Q408 | — | 334,919 shares | $19,931,030 |
| PALANTIR TECHNOLOGIES INC | cs | 69608A108 | — | 101,075 shares | $18,906,079 |
| CROWDSTRIKE HLDGS INC | cs | 22788C105 | — | 69,310 shares | $18,349,822 |
| VISA INC | cs | 92826C839 | — | 50,696 shares | $18,216,594 |
| UBER TECHNOLOGIES INC | cs | 90353T100 | — | 254,608 shares | $17,443,194 |
| VANGUARD STAR FDS | mc | 921909768 | — | 205,185 shares | $17,432,518 |
| ISHARES TR | cs | 464287465 | — | 166,820 shares | $17,330,930 |
| VANECK ETF TRUST | mc | 92189F643 | — | 161,295 shares | $17,050,494 |
| ISHARES TR | cs | 464287507 | — | 236,754 shares | $17,034,450 |
| FIDELITY COVINGTON TRUST | mc | 316092840 | — | 278,832 shares | $16,933,467 |
| MICRON TECHNOLOGY INC | cs | 595112103 | — | 15,779 shares | $16,806,371 |
| ALTRIA GROUP INC | cs | 02209S103 | — | 248,166 shares | $16,711,498 |
| MARVELL TECHNOLOGY INC | cs | 573874104 | — | 62,204 shares | $16,434,919 |
| WALMART INC | cs | 931142103 | — | 155,276 shares | $16,136,282 |
| GOLDMAN SACHS ETF TR | mc | 381430602 | — | 180,723 shares | $15,502,419 |
| TESLA INC | cs | 88160R101 | — | 43,184 shares | $15,322,115 |
| ISHARES TR | cs | 464287523 | — | 26,706 shares | $15,186,100 |
| ANGLOGOLD ASHANTI PLC | cs | G0378L100 | — | 160,515 shares | $15,080,384 |
| FISERV INC | cs | 337738108 | — | 333,245 shares | $15,056,009 |
| ISHARES TR | cs | 464287457 | — | 183,969 shares | $14,938,283 |
| SELECT SECTOR SPDR TR | cs | 81369Y803 | — | 73,883 shares | $14,462,597 |
| ABBVIE INC | cs | 00287Y109 | — | 54,869 shares | $14,353,182 |
| BLOCK INC | cs | 852234103 | — | 192,474 shares | $14,152,613 |
| PUTNAM ETF TRUST | mc | 746729300 | — | 268,688 shares | $14,138,363 |
| CAPITAL GROUP CORE BALANCED | mc | 14021D107 | — | 381,081 shares | $14,004,727 |
| VANGUARD INDEX FDS | cs | 922908744 | — | 64,772 shares | $13,995,934 |
| ISHARES TR | cs | 464287804 | — | 102,590 shares | $13,956,344 |
| BLACKROCK ETF TRUST II | mc | 092528603 | — | 270,796 shares | $13,753,729 |
| PROCTER & GAMBLE CO | cs | 742718109 | — | 93,296 shares | $13,554,043 |
| VANGUARD INDEX FDS | cs | 922908512 | — | 69,305 shares | $13,551,207 |
| CATERPILLAR INC | cs | 149123101 | — | 16,645 shares | $13,495,600 |
| VANGUARD INDEX FDS | cs | 922908769 | — | 35,919 shares | $13,442,327 |
| BLACKROCK ETF TRUST | mc | 09290C103 | — | 193,822 shares | $13,424,112 |
| UNITEDHEALTH GROUP INC | cs | 91324P102 | — | 35,504 shares | $13,032,808 |
| JANUS DETROIT STR TR | mc | 47103U845 | — | 257,265 shares | $12,984,165 |
| PIMCO ETF TR | cs | 72201R833 | — | 127,618 shares | $12,831,990 |
| ISHARES TR | mc | 46435G672 | — | 260,450 shares | $12,814,140 |
| SPACE EXPLORATION TECHN CORP | cs | 84615Q103 | — | 84,890 shares | $12,806,505 |
| DIMENSIONAL ETF TRUST | mc | 25434V104 | — | 244,342 shares | $12,793,747 |
| CISCO SYS INC | cs | 17275R102 | — | 118,564 shares | $12,761,043 |
| CHEVRON CORPORATION | cs | 166764100 | — | 62,341 shares | $12,730,656 |