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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)
FIDELITY WISE ORIGIN BITCOINmc315948109 — 27,976 shares $2,032,177
ISHARES TRmc46436E841 — 91,031 shares $2,031,812
UNIFIED SER TRmc90470L527 — 49,344 shares $2,029,519
BOEING COcs097023105 — 10,866 shares $2,021,619
GLOBAL X FDSmc37960A529 — 33,436 shares $2,008,835
FIDELITY ETHEREUM FDmc31613E103 — 75,200 shares $1,998,064
DELL TECHNOLOGIES INCcs24703L202 — 3,711 shares $1,996,332
NATERA INCcs632307104 — 4,819 shares $1,991,741
MANAGED PORTFOLIO SERmc56167R705 — 42,554 shares $1,988,693
ETFS GOLD TRmc00326A104 — 50,094 shares $1,981,719
NORTHERN LTS FD TR IIImc66538R748 — 22,461 shares $1,966,685
VIKING THERAPEUTICS INCcs92686J106 — 60,313 shares $1,966,204
CAPITAL GRP FIXED INCM ETF Tmc14020Y409 — 77,719 shares $1,962,405
PACER FDS TRmc69374H709 — 43,725 shares $1,956,694
QUALCOMM INCcs747525103 — 10,613 shares $1,953,217
SPDR SERIES TRUSTcs78464A375 — 60,285 shares $1,946,000
FIRST TR EXCHNG TRADED FD VImc33740F672 — 40,081 shares $1,925,700
CUMMINS INCcs231021106 — 3,720 shares $1,921,640
ANALOG DEVICES INCcs032654105 — 4,796 shares $1,902,621
KINDER MORGAN INC DELcs49456B101 — 62,881 shares $1,895,862
OTIS WORLDWIDE CORPcs68902V107 — 29,415 shares $1,891,973
MASTEC INCcs576323109 — 8,837 shares $1,887,760
PACER FDS TRmc69374H105 — 31,588 shares $1,879,802
AGNICO EAGLE MINES LTDcs008474108 — 10,254 shares $1,879,251
INVESCO QUALITY MUN INCOME Tmf46133G107 — 217,664 shares $1,876,264
DIMENSIONAL ETF TRUSTmc25434V708 — 42,172 shares $1,874,545
ABRDN PRECIOUS METALS BASKETmc003263100 — 10,061 shares $1,874,364
DIMENSIONAL ETF TRUSTmc25434V724 — 34,044 shares $1,872,420
SCHWAB STRATEGIC TRmc808524706 — 50,839 shares $1,853,082
SLB LIMITEDcs806857108 — 37,939 shares $1,848,388
ISHARES ETHEREUM TRmc46438R105 — 91,256 shares $1,836,071
VANGUARD ADMIRAL FDS INCmc921932505 — 21,465 shares $1,834,828
ISHARES TRcs464287630 — 8,751 shares $1,832,897
LUMENTUM HLDGS INCcs55024U109 — 1,885 shares $1,830,825
RUSH STREET INTERACTIVE INCcs782011100 — 89,782 shares $1,825,268
FIRST TR EXCHANGE-TRADED FDcs33734X176 — 8,257 shares $1,824,797
FIRST TR EXCHANGE-TRADED FDcs336917109 — 37,005 shares $1,817,316
SCHWAB STRATEGIC TRmc808524854 — 76,136 shares $1,804,423
VANGUARD BD INDEX FDScs921937827 — 23,436 shares $1,790,510
INVESCO EXCH TRADED FD TR IImc46138G870 — 75,449 shares $1,788,896
FIRST TR EXCHANGE-TRADED FDmc33739G103 — 34,207 shares $1,787,658
M & T BK CORPcs55261F104 — 8,203 shares $1,784,973
TALEN ENERGY CORPcs87422Q109 — 5,708 shares $1,784,835
FIDELITY COVINGTON TRUSTmc316092600 — 21,717 shares $1,774,279
DIMENSIONAL ETF TRUSTmc25434V500 — 22,574 shares $1,747,679
JANUS DETROIT STR TRmc47103U100 — 20,178 shares $1,733,859
KROGER COcs501044101 — 29,525 shares $1,730,756
NORTHERN LTS FD TR IIImc66538R730 — 26,322 shares $1,729,619
SCHWAB STRATEGIC TRmc808524680 — 60,568 shares $1,723,765
NORTHERN LTS FD TR IVmc66538H641 — 37,020 shares $1,715,877
AMERICAN CENTY ETF TRmc025072877 — 14,535 shares $1,711,787
DIREXION SHARES ETF TRUSTmc25460E307 — 48,847 shares $1,701,341
FIDELITY COVINGTON TRUSTmc316092527 — 34,591 shares $1,700,839
FIRST TR EXCH TRD ALPHDX FDmc33737J158 — 21,751 shares $1,700,010
CAPITAL ONE FINL CORPcs14040H105 — 8,804 shares $1,699,788
ROBLOX CORPcs771049103 — 40,104 shares $1,699,206
INVESCO EXCH TRD SLF IDX FDmc46138J619 — 24,368 shares $1,698,693
COHEN & STEERS ETF TRUSTmc19249U104 — 63,348 shares $1,691,392
NORTHERN LTS FD TR IVmc66538H633 — 73,226 shares $1,684,198
ETF SER SOLUTIONSmc26922A321 — 26,276 shares $1,681,138
INVESCO EXCHANGE TRADED FD Tmc46137V746 — 10,365 shares $1,680,685
MUELLER INDS INCcs624756102 — 27,655 shares $1,676,170
BLACKROCK ETF TRUSTmc09290C699 — 53,491 shares $1,670,374
RBB FUND TRUSTmc75526L886 — 33,266 shares $1,669,621
US SML CP PWR Bmc45782C474 — 36,622 shares $1,667,956
INVESCO EXCHANGE TRADED FD Tcs46137V282 — 25,224 shares $1,661,253
GILEAD SCIENCES INCcs375558103 — 11,135 shares $1,659,672
UNIFIRST CORP MASScs904708104 — 6,620 shares $1,658,442
INTRNL DEV JANmc45782C524 — 42,937 shares $1,649,210
ETF OPPORTUNITIES TRUSTmc26923N512 — 57,002 shares $1,647,586
ACCENTURE PLC IRELANDcsG1151C101 — 8,959 shares $1,642,812
PGIM ETF TRmc69344A842 — 32,791 shares $1,639,550
US EQTY PWR BUFmc45782C573 — 35,921 shares $1,638,716
WISDOMTREE TRcs97717W547 — 15,987 shares $1,637,708
ISHARES TRcs464288158 — 15,616 shares $1,632,497
TKO GROUP HOLDINGS INCcs87256C101 — 9,063 shares $1,628,802
TRACTOR SUPPLY COcs892356106 — 52,012 shares $1,627,455
AMPLIFY ETF TRmc032108664 — 13,419 shares $1,626,920
ISHARES TRcs464287499 — 15,243 shares $1,626,581
ATLASSIAN CORPORATIONcs049468101 — 9,065 shares $1,625,264
NOVO-NORDISK A Scs670100205 — 42,822 shares $1,623,382
WEC ENERGY GROUP INCcs92939U106 — 16,099 shares $1,622,457
AUTOMATIC DATA PROCESSING INcs053015103 — 6,287 shares $1,622,423
INVESCO EXCH TRADED FD TR IImc46138E339 — 10,684 shares $1,619,481
DIMENSIONAL ETF TRUSTmc25434V880 — 43,745 shares $1,619,440
MANAGED PORTFOLIO SERmc56167N183 — 62,336 shares $1,608,892
SCHWAB STRATEGIC TRmc808524847 — 72,952 shares $1,607,862
PROFESIONALLY MANAGED PORTFOmc74316P579 — 30,499 shares $1,606,382
HARBOR ETF TRUSTmc41151J109 — 35,992 shares $1,588,680
SPDR SERIES TRUSTmc78468R721 — 36,735 shares $1,571,156
PIMCO ETF TRmc72201R783 — 17,324 shares $1,567,476
COMCAST CORP NEWcs20030N101 — 71,805 shares $1,562,477
ISHARES TRmc46436E593 — 82,278 shares $1,562,459
VERTEX PHARMACEUTICALS INCcs92532F100 — 2,979 shares $1,557,451
SPDR INDEX SHS FDSmc78463X533 — 38,522 shares $1,547,044
JOHNSON CONTROLS INTERNATIONcsG51502105 — 10,398 shares $1,545,663
SPROTT ASSET MANAGEMENT LPmf85207H104 — 48,825 shares $1,526,758
ETF OPPORTUNITIES TRUSTmc26923N397 — 50,887 shares $1,522,112
SPDR INDEX SHS FDSmc78463X434 — 15,561 shares $1,517,664
J P MORGAN EXCHANGE TRADED Fmc46641Q647 — 31,871 shares $1,516,422