account_balance
Investment manager · 13F filer · SEC CIK 1641866
IFP Advisors, Inc
Reported value$5.54Bas of Jun 30, 2026
Positions5,147 339 new, 224 sold out
Top 10 weight14.5%AAPL alone is 3%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
2.5%
NVDANvidia Corporation
2.4%
QQQInvesco QQQ Tr
1.4%Added +15%
AMZNAmazon Com Inc
1.4%
MSFTMicrosoft Corp
1.2%Added +3%
GOOGAlphabet Inc
1.2%Trimmed −14%
VUGVanguard Index FDS
1.2%Added +464%
GOOGLAlphabet Inc
1.1%
SPYState STR SPDR S&P 500 ETF T
1.0%Trimmed −13%
SPYMSPDR Series Trust
1.0%Added +17%
AMDAdvanced Micro Devices Inc
0.8%Added +4%
SPDWSPDR Index SHS FDS
0.8%Added +11%
AAPLApple Inc
2.5%
NVDANvidia Corporation
2.4%
QQQ1.4%
AMZN1.4%MSFT1.2%GOOG1.2%VUG1.2%
GOOGL1.1%SPY1.0%SPYM1.0%
AMD0.8%SPDW0.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 2.5% HeldNVDA Nvidia Corporation 2.4% Held
QQQ Invesco QQQ Tr 1.4% Added +15%
AMZN Amazon Com Inc 1.4% HeldMSFT Microsoft Corp 1.2% Added +3%GOOG Alphabet Inc 1.2% Trimmed −14%VUG Vanguard Index FDS 1.2% Added +464%
GOOGL Alphabet Inc 1.1% HeldSPY State STR SPDR S&P 500 ETF T 1.0% Trimmed −13%SPYM SPDR Series Trust 1.0% Added +17%
AMD Advanced Micro Devices Inc 0.8% Added +4%SPDW SPDR Index SHS FDS 0.8% Added +11%
What changed