IFG Advisors, LLC
CIK: 1783412SEC EDGAR →
Portfolio Value
$188.1B
Holdings
149
As of
Q1 2026
New Positions
149
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 489,271 | $47.5B | 25.26% |
| 2 | ISHARES TR | 299,128 | $20.2B | 10.74% |
| 3 | ISHARES TR | 234,984 | $14.5B | 7.73% |
| 4 | VANGUARD INTL EQUITY INDEX F | 227,449 | $12.3B | 6.53% |
| 5 | VANGUARD TAX-MANAGED FDS | 190,823 | $12.2B | 6.50% |
| 6 | VANGUARD BD INDEX FDS | 127,053 | $10.0B | 5.29% |
| 7 | VANGUARD BD INDEX FDS | 123,086 | $9.5B | 5.05% |
| 8 | ISHARES TR | 105,479 | $8.3B | 4.40% |
| 9 | DIMENSIONAL ETF TRUST | 177,637 | $6.9B | 3.67% |
| 10 | VANGUARD INDEX FDS | 71,220 | $6.3B | 3.36% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $179.6B | 95.4% |
| Unknown | 10 | $3.0B | 1.6% |
| Consumer Defensive | 5 | $1.3B | 0.7% |
| Communication Services | 6 | $1.0B | 0.5% |
| Industrials | 8 | $736.9M | 0.4% |
| Consumer Cyclical | 8 | $684.3M | 0.4% |
| Technology | 12 | $679.6M | 0.4% |
| Healthcare | 7 | $580.7M | 0.3% |
| Utilities | 1 | $294.3M | 0.2% |
| Energy | 3 | $229.2M | 0.1% |