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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
  1. APPLE INC · cs · 037833100 · shares: $154,943,882
  2. NVIDIA CORPORATION · cs · 67066G104 · shares: $151,355,876
  3. MICROSOFT CORP · cs · 594918104 · shares: $94,483,361
  4. INVESCO QQQ TR · cs · 46090E103 · shares: $88,210,915
  5. VANGUARD INDEX FDS · cs · 922908736 · shares: $86,734,750
  6. AMAZON COM INC · cs · 023135106 · shares: $84,559,517
  7. ALPHABET INC · cs · 02079K107 · shares: $64,976,733
  8. STATE STR SPDR S&P 500 ETF T · cs · 78462F103 · shares: $59,514,120
  9. ALPHABET INC · cs · 02079K305 · shares: $58,134,036
  10. SPDR SERIES TRUST · cs · 78464A854 · shares: $57,139,780

Reported holdings

5,256 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
STATE STR SPDR DOW JONES INDcs78467X109 — 8,433 shares $4,288,602
INVESCO ACTIVELY MANAGED EXCmc46090A804 — 95,852 shares $4,274,041
FIRST TR EXCHNG TRADED FD VImc33740F631 — 91,233 shares $4,257,844
EA SERIES TRUSTmc02072L607 — 60,070 shares $4,202,497
AMERICAN CENTY ETF TRmc025072257 — 83,015 shares $4,195,578
VANGUARD INDEX FDScs922908629 — 53,477 shares $4,193,666
UNION PAC CORPcs907818108 — 15,382 shares $4,185,904
DUPONT DE NEMOURS INCcs26614N201 — 32,128 shares $4,173,106
CONAGRA BRANDS INCcs205887102 — 309,934 shares $4,165,513
MERCK & CO INCcs58933Y105 — 28,643 shares $4,162,114
BLACKROCK ETF TRUSTmc09290C855 — 84,832 shares $4,153,375
PHILLIPS 66cs718546104 — 16,135 shares $4,119,427
UNILEVER PLCcs904767803 — 67,515 shares $4,100,186
ISHARES BITCOIN TRUST ETFmc46438F101 — 86,235 shares $4,082,365
ISHARES TRmc46429B697 — 41,658 shares $4,059,156
J P MORGAN EXCHANGE TRADED Fmc46654Q203 — 65,979 shares $4,041,874
ALPS ETF TRmc00162Q858 — 59,085 shares $4,030,188
DOW HLDGS INCcs260557103 — 145,117 shares $3,996,522
HCA HEALTHCARE INCcs40412C101 — 9,339 shares $3,985,325
FIRST TR EXCHANGE-TRADED FDmc33733E831 — 95,483 shares $3,972,093
IQVIA HLDGS INCcs46266C105 — 14,764 shares $3,969,301
US EQT ULTRA BFmc45782C672 — 92,270 shares $3,964,639
SIRIUSXM HOLDINGS INCcs829933100 — 152,366 shares $3,943,232
ISHARES TRcs464288661 — 34,755 shares $3,942,607
ISHARES TRcs464288273 — 46,478 shares $3,923,673
CITIGROUP INCcs172967424 — 30,269 shares $3,919,230
GENERAL DYNAMICS CORPcs369550108 — 11,750 shares $3,899,002
FIDELITY NATL FINL INCcs31620R303 — 99,410 shares $3,842,196
INVESCO EXCHANGE TRADED FD Tmc46137V142 — 56,614 shares $3,840,128
WISDOMTREE TRmc97717Y527 — 76,139 shares $3,836,644
KLA CORPcs482480100 — 19,671 shares $3,834,468
AMGEN INCcs031162100 — 8,938 shares $3,767,456
ISHARES TRmc46434V100 — 75,971 shares $3,758,688
FIRST TR EXCH TRD ALPHDX FDmc33737J182 — 116,355 shares $3,747,795
J P MORGAN EXCHANGE TRADED Fmc46641Q654 — 73,705 shares $3,726,525
FIRST TR EXCHANGE-TRADED FDmc33733E823 — 96,809 shares $3,670,997
WISDOMTREE TRmc97717X594 — 70,433 shares $3,655,473
J P MORGAN EXCHANGE TRADED Fmc46641Q761 — 49,510 shares $3,653,838
EXELIXIS INCcs30161Q104 — 62,529 shares $3,652,319
SYSCO CORPcs871829107 — 46,773 shares $3,646,423
CONSTELLATION ENERGY CORPcs21037T109 — 14,314 shares $3,636,042
ISHARES TRcs464288224 — 212,487 shares $3,612,279
RBB FUND TRUSTmc75526L878 — 66,896 shares $3,596,998
DIMENSIONAL ETF TRUSTmc25434V203 — 86,281 shares $3,574,622
ISHARES TRmc46429B267 — 163,317 shares $3,571,743
AMERICAN CENTY ETF TRmc025072604 — 37,669 shares $3,541,639
ISHARES TRcs464287622 — 8,495 shares $3,535,024
DAVIS FUNDAMENTAL ETF TRmc23908L207 — 64,626 shares $3,533,750
SCHWAB STRATEGIC TRmc808524763 — 100,733 shares $3,525,655
THE CIGNA GROUPcs125523100 — 12,962 shares $3,523,460
BONDBLOXX ETF TRUSTmc09789C705 — 89,088 shares $3,520,241
SHERWIN WILLIAMS COcs824348106 — 10,888 shares $3,519,764
SPDR SERIES TRUSTcs78464A870 — 22,189 shares $3,498,762
SPDR SERIES TRUSTcs78464A847 — 55,353 shares $3,489,453
VANGUARD WORLD FDcs92204A876 — 20,393 shares $3,487,203
ADVISORS INNER CIRCLE FD IIImc00775Y256 — 131,978 shares $3,486,859
FIRST TR EXCHANGE-TRADED FDcs33733E104 — 37,110 shares $3,482,774
FIRST TR EXCHANGE-TRADED FDmc33739Q705 — 72,111 shares $3,471,424
FIRST TR EXCHANGE-TRADED ALPcs33735J101 — 36,325 shares $3,461,805
ARISTA NETWORKS INCcs040413205 — 16,862 shares $3,432,935
ISHARES TRmc46435G326 — 38,325 shares $3,429,321
ALPS ETF TRmc00162Q452 — 65,858 shares $3,416,054
BRISTOL-MYERS SQUIBB COcs110122108 — 54,624 shares $3,408,538
SPDR SERIES TRUSTmc78468R663 — 37,128 shares $3,402,410
DIMENSIONAL ETF TRUSTmc25434V807 — 60,831 shares $3,398,020
REALTY INCOME CORPcs756109104 — 62,258 shares $3,380,609
DATADOG INCcs23804L103 — 12,223 shares $3,347,269
SANDISK CORPcs80004C200 — 1,923 shares $3,345,808
BLACKROCK ETF TRUSTmc09290C806 — 75,411 shares $3,316,576
FIRST TR EXCHANGE-TRADED ALPcs33735K108 — 18,565 shares $3,293,412
CONOCOPHILLIPScs20825C104 — 26,268 shares $3,287,440
FIRST TR EXCHANGE-TRADED FDmc33738D747 — 181,201 shares $3,272,490
PIMCO ETF TRmc72201R718 — 34,498 shares $3,246,779
DIGITAL RLTY TR INCcs253868103 — 18,495 shares $3,246,427
OREILLY AUTOMOTIVE INCcs67103H107 — 37,860 shares $3,233,623
ISHARES TRmc46436E338 — 158,063 shares $3,203,937
TWIN DISC INCcs901476101 — 122,185 shares $3,201,247
ISHARES TRmc46436E486 — 156,988 shares $3,149,179
SELECT SECTOR SPDR TRcs81369Y605 — 58,134 shares $3,104,356
INVESCO ACTIVELY MANAGED EXCmc46090A689 — 54,048 shares $3,087,173
ISHARES TRcs464288877 — 38,988 shares $3,085,510
FIRST TR EXCHANGE-TRADED FDcs33735T109 — 159,074 shares $3,057,402
ISHARES TRcs464287473 — 18,844 shares $3,028,985
J P MORGAN EXCHANGE TRADED Fmc46641Q670 — 67,249 shares $3,011,410
ISHARES TRcs464287598 — 12,095 shares $2,998,713
VALERO ENERGY CORPcs91913Y100 — 7,685 shares $2,978,783
FIRST TR EXCHANGE-TRADED FDcs33733E302 — 10,308 shares $2,973,343
SOUTHERN COcs842587107 — 35,805 shares $2,967,876
BLACKROCK ETF TRUSTmc09290C780 — 62,278 shares $2,938,899
PNC FINL SVCS GROUP INCcs693475105 — 13,213 shares $2,936,721
FIDELITY COVINGTON TRUSTmc316092808 — 9,774 shares $2,932,786
CAPITAL GRP FIXED INCM ETF Tmc14020Y102 — 137,854 shares $2,918,369
VANGUARD CHARLOTTE FDSmc92203J407 — 62,214 shares $2,915,970
VANGUARD SCOTTSDALE FDScs92206C847 — 58,103 shares $2,913,284
PEPSICO INCcs713448108 — 22,745 shares $2,882,246
INNOVATOR ETFS TRUSTmc45782C318 — 68,192 shares $2,881,467
COHERENT CORPcs19247G107 — 10,011 shares $2,881,266
FIRST TR EXCHANGE-TRADED FDmc33738D796 — 145,051 shares $2,847,351
CHUBB LIMITEDcsH1467J104 — 8,741 shares $2,843,010
WORLD GOLD TRmc98149E303 — 33,846 shares $2,781,464