Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

Ifp Advisors, Inc has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.59 Billion distributed in 5107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Nvidia Corp with a value of $69.8M, Vanguard Growth ETF with a value of $60.9M, Spdr S&P 500 ETF Trust with a value of $59.2M, and Invesco Qqq Trust, Series 1 with a value of $55.9M.

Examining the 13F form we can see an increase of $309M in the current position value, from $3.28B to 3.59B. Also it can be appreciated an additional of 1118 stocks purchases and 148 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.59 Billion

ETFs: $2.2 Billion

Technology: $434 Million

Financial Services: $174 Million

Consumer Cyclical: $128 Million

Industrials: $124 Million

Healthcare: $116 Million

Communication Services: $114 Million

Consumer Defensive: $89.6 Million

Other: $160 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$104 Million 2.9% of portfolio	409,108	Q3 2025 Reduced 5.4%
NVDA Nvidia Corp Technology	$465B	$69.8 Million 1.94% of portfolio	374,127	Q3 2025 Reduced 1.41%
VUG Vanguard Growth ETF ETFs	$0	$60.9 Million 1.7% of portfolio	126,900	Q3 2025 Added 12.02%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$59.2 Million 1.65% of portfolio	88,805	Q3 2025 Added 2.96%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$55.9 Million 1.56% of portfolio	93,091	Q3 2025 Added 3.05%
MSFT Microsoft Corp Technology	$3.78T	$55.8 Million 1.55% of portfolio	107,733	Q3 2025 Added 5.89%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$48.9 Million 1.36% of portfolio	405,029	Q3 2025 Added 68.53%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$44.9 Million 1.25% of portfolio	572,861	Q3 2025 Added 2.04%
IAU Ishares Gold Trust ETFs	$65.3B	$41.3 Million 1.15% of portfolio	566,962	Q3 2025 Added 2.98%

AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$36.2 Million 1.01% of portfolio	165,061	Q3 2025 Added 0.98%
IVV Ishares Core S&P 500 ETF ETFs	$0	$36.2 Million 1.01% of portfolio	54,099	Q3 2025 Added 4.35%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$35.4 Million 0.99% of portfolio	398,467	Q3 2025 Added 0.07%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$34.5 Million 0.96% of portfolio	805,279	Q3 2025 Added 2.76%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$32.8 Million 0.91% of portfolio	53,603	Q3 2025 Added 27.96%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$32.3 Million 0.9% of portfolio	170,159	Q3 2025 Added 4.13%
GOOGL Alphabet Inc. Communication Services	$1.65T	$31.3 Million 0.87% of portfolio	128,858	Q3 2025 Added 5.26%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$30.3 Million 0.84% of portfolio	949,143	Q3 2025 Added 0.1%
OEF Ishares S&P 100 ETF ETFs	$0	$28.4 Million 0.79% of portfolio	106,755	Q3 2025 Added 26.4%

ITOT Ishares Core S&P Total U.S. St ETFs	$0	$26.6 Million 0.74% of portfolio	182,576	Q3 2025 Added 20.49%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$24.9 Million 0.69% of portfolio	49,515	Q3 2025 Added 0.92%
VGT Vanguard Information Technolog ETFs	$0	$24.7 Million 0.69% of portfolio	33,122	Q3 2025 Reduced 0.62%
ITA Ishares Tr ETFs	$0	$23.9 Million 0.67% of portfolio	114,191	Q3 2025 Added 5.27%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$23.2 Million 0.65% of portfolio	782,907	Q3 2025 Reduced 0.23%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$23.4 Million 0.65% of portfolio	165,737	Q3 2025 Added 11.67%
META Meta Platforms, Inc. Communication Services	$1.37T	$23.1 Million 0.64% of portfolio	31,391	Q3 2025 Added 1.04%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$22.5 Million 0.63% of portfolio	894,393	Q3 2025 Reduced 5.71%
GOOG Alphabet Inc. Communication Services	$1.74T	$21.6 Million 0.6% of portfolio	88,785	Q3 2025 Added 9.14%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$21.7 Million 0.6% of portfolio	361,611	Q3 2025 Reduced 52.23%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$21.1 Million 0.59% of portfolio	416,154	Q3 2025 Added 2.14%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$21.2 Million 0.59% of portfolio	778,158	Q3 2025 Reduced 4.2%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$20.1 Million 0.56% of portfolio	103,353	Q3 2025 Reduced 20.75%
COST Costco Wholesale Corp Consumer Defensive	$404B	$19.8 Million 0.55% of portfolio	21,356	Q3 2025 Added 3.71%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$19.3 Million 0.54% of portfolio	439,946	Q3 2025 Added 3.49%
VIG Vanguard Dividend Appreciation ETFs	$0	$19.4 Million 0.54% of portfolio	106,310	Q3 2025 Added 6.78%
AVGO Broadcom Inc. Technology	$139B	$19.2 Million 0.53% of portfolio	58,183	Q3 2025 Reduced 6.66%
CGDV Capital Group Divid Value ETF ETFs	$0	$18.8 Million 0.52% of portfolio	447,603	Q3 2025 Added 7.79%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$18.7 Million 0.52% of portfolio	63,779	Q3 2025 Added 68.85%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$18.2 Million 0.51% of portfolio	344,144	Q3 2025 Added 4.71%
XOM Exxon Mobil Corp Energy	$490B	$18 Million 0.5% of portfolio	159,341	Q3 2025 Added 0.56%
HDV Ishares Core High Dividend ETF ETFs	$0	$17.6 Million 0.49% of portfolio	144,010	Q3 2025 Added 103.34%
TDIV First Trust Nasdaq Technology ETFs	$0	$17.1 Million 0.48% of portfolio	173,548	Q3 2025 Added 317.25%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$16.7 Million 0.47% of portfolio	196,549	Q3 2025 Added 22.01%
V Visa Inc. Financial Services	$533B	$17 Million 0.47% of portfolio	49,884	Q3 2025 Added 14.25%
CGUS Capital Group Core Equity ETF	$0	$15.7 Million 0.44% of portfolio	398,116	Q3 2025 Added 4.64%
IEFA Ishares Tr ETFs	$0	$15.5 Million 0.43% of portfolio	177,195	Q3 2025 Added 9.59%
JPM Jpmorgan Chase & CO Financial Services	$881B	$15.4 Million 0.43% of portfolio	48,897	Q3 2025 Added 5.6%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$15.5 Million 0.43% of portfolio	589,374	Q3 2025 Reduced 0.45%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$14.5 Million 0.4% of portfolio	168,673	Q3 2025 Reduced 4.03%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$14.1 Million 0.39% of portfolio	151,275	Q3 2025 Reduced 41.48%
VTV Vanguard Value ETF ETFs	$0	$13.9 Million 0.39% of portfolio	74,700	Q3 2025 Reduced 35.85%

Summary

Portfolio
No. of Stocks 5,107
Current Value $3.59 Billion
Prior Value $3.28 Billion
Filing
Period Q3 2025
Filing Date December 02, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1,118 stocks
Additional Purchases 1,734 stocks
Sold out of 148 stocks
Reduced holdings in 1,487 stocks

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