IFG Advisors, LLC

CIK 0001783412 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $595.3M158 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$333K	0.1%	2,445 SH	New
ABBVIE INC	COM	$910K	0.2%Prev: 0.2%	4,900 SH	Decreased
ALLSTATE CORP	COM	$358K	0.1%Prev: 0.0%	1,779 SH	Increased+316 SH
ALPHABET INC	CAP STK CL A	$2.3M	0.4%Prev: 0.6%	12,955 SH	Decreased+1 SH
ALPHABET INC	CAP STK CL C	$864K	0.1%Prev: 0.2%	4,873 SH	Decreased+71 SH
ALTRIA GROUP INC	COM	$500K	0.1%Prev: 0.1%	8,525 SH	Decreased
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.4%	11,333 SH	Increased+134 SH
AMEREN CORP	COM	$242K	0.0%	2,524 SH	New
AMERICAN EXPRESS CO	COM	$1.4M	0.2%Prev: 0.2%	4,233 SH	Increased-51 SH
AON PLC	SHS CL A	$496K	0.1%Prev: 0.1%	1,390 SH	Increased
APPLE INC	COM	$14.1M	2.4%Prev: 2.8%	68,707 SH	Decreased+398 SH
BANK AMERICA CORP	COM	$559K	0.1%Prev: 0.1%	11,808 SH	Decreased+99 SH
BANK NEW YORK MELLON CORP	COM	$547K	0.1%Prev: 0.1%	5,999 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.3%Prev: 0.3%	3,626 SH	Increased+348 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$376K	0.1%	16,838 SH	New
CAPITAL ONE FINL CORP	COM	$2.2M	0.4%Prev: 0.3%	10,459 SH	Increased+238 SH
CARVANA CO	CL A	$224K	0.0%	665 SH	New
CINTAS CORP	COM	$40.2M	6.8%Prev: 1.1%	180,372 SH	Increased+141,256 SH
CISCO SYS INC	COM	$576K	0.1%Prev: 0.1%	8,305 SH	Decreased-29 SH
CITIGROUP INC	COM NEW	$528K	0.1%Prev: 0.1%	6,198 SH	Decreased
COCA COLA CO	COM	$290K	0.0%Prev: 0.1%	4,102 SH	Decreased-511 SH
CORNING INC	COM	$583K	0.1%Prev: 0.2%	11,087 SH	Decreased-60 SH
CORTEVA INC	COM	$203K	0.0%	2,728 SH	New
COSTCO WHSL CORP NEW	COM	$1.1M	0.2%	1,093 SH	New
CROWDSTRIKE HLDGS INC	CL A	$303K	0.1%Prev: 0.0%	594 SH	Increased+77 SH
CSX CORP	COM	$293K	0.0%Prev: 0.0%	8,976 SH	Increased+2,850 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$419K	0.1%Prev: 0.1%	14,483 SH	Increased+3,194 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$217K	0.0%Prev: 0.0%	8,104 SH	Decreased-202 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$828K	0.1%Prev: 0.2%	19,336 SH	Decreased+184 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$409K	0.1%Prev: 0.1%	13,699 SH	Increased+2,277 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.6M	1.1%Prev: 1.1%	182,799 SH	Decreased+5,162 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$867K	0.1%Prev: 0.1%	12,934 SH	Decreased+300 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.7M	0.3%Prev: 0.3%	41,181 SH	Decreased+658 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$781K	0.1%Prev: 0.1%	12,252 SH	Decreased+146 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.2%Prev: 0.3%	26,044 SH	Decreased+1,555 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.5M	0.3%Prev: 0.3%	51,752 SH	Decreased+2,613 SH
DISNEY WALT CO	COM	$614K	0.1%Prev: 0.1%	4,948 SH	Increased+150 SH
DOMINOS PIZZA INC	COM	$233K	0.0%	518 SH	New
DRAFTKINGS INC NEW	COM CL A	$347K	0.1%	8,102 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$7.4M	1.2%	65,760 SH	New
EA SERIES TRUST	EA BRIDGEWAY OMN	$2.4M	0.4%Prev: 0.4%	118,203 SH	Decreased+11,461 SH
ELECTRONIC ARTS INC	COM	$322K	0.1%Prev: 0.1%	2,016 SH	Decreased
ELI LILLY & CO	COM	$628K	0.1%Prev: 0.1%	805 SH	Decreased-13 SH
EMERSON ELEC CO	COM	$252K	0.0%Prev: 0.0%	1,890 SH	Increased-6 SH
EXXON MOBIL CORP	COM	$2.1M	0.4%Prev: 0.6%	19,784 SH	Decreased-618 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$313K	0.1%Prev: 0.0%	3,326 SH	Increased-1,402 SH
FORTUNE BRANDS INNOVATIONS I	COM	$347K	0.1%Prev: 0.0%	6,734 SH	Increased+170 SH
HEICO CORP NEW	COM	$254K	0.0%	774 SH	New
HOME DEPOT INC	COM	$966K	0.2%Prev: 0.1%	2,635 SH	Increased+32 SH
HONEYWELL INTL INC	COM	$454K	0.1%Prev: 0.0%	1,951 SH	Increased+651 SH
INNOVATOR ETFS TRUST	EQUITY DEF PRO 2	$414K	0.1%	16,090 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$363K	0.1%	13,950 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.5M	0.3%	57,600 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$26.9M	4.5%Prev: 4.8%	118,273 SH	Decreased-4,386 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.8M	0.3%Prev: 0.4%	87,889 SH	Decreased-29,583 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$247K	0.0%	6,048 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.2M	1.0%Prev: 0.2%	34,370 SH	Increased+28,933 SH
INVESCO QQQ TR	UNIT SER 1	$39.3M	6.6%Prev: 6.1%	71,250 SH	Increased+6,590 SH
ISHARES INC	CORE MSCI EMKT	$582K	0.1%Prev: 0.1%	9,687 SH	Decreased-699 SH
ISHARES TR	0-3 MNTH TREASRY	$764K	0.1%Prev: 0.1%	7,589 SH	Increased+1,406 SH
ISHARES TR	CORE MSCI INTL	$456K	0.1%Prev: 0.1%	6,002 SH	Decreased-60 SH
ISHARES TR	CORE S&P MCP ETF	$14.8M	2.5%Prev: 3.3%	239,078 SH	Decreased-60,050 SH
ISHARES TR	CORE S&P SCP ETF	$37.9M	6.4%Prev: 7.5%	347,221 SH	Decreased-19,898 SH
ISHARES TR	CORE S&P TTL STK	$804K	0.1%Prev: 0.2%	5,956 SH	Decreased-1,068 SH
ISHARES TR	CORE S&P500 ETF	$256K	0.0%Prev: 0.1%	412 SH	Decreased-58 SH
ISHARES TR	EAFE SML CP ETF	$6.6M	1.1%Prev: 1.4%	90,915 SH	Decreased-14,564 SH
ISHARES TR	IBOXX HI YD ETF	$4.6M	0.8%Prev: 0.7%	56,756 SH	Increased+3,823 SH
ISHARES TR	MSCI EAFE ETF	$42.4M	7.1%Prev: 7.8%	474,773 SH	Decreased-14,498 SH
ISHARES TR	MSCI EMG MKT ETF	$213K	0.0%Prev: 0.0%	4,418 SH	Decreased+247 SH
ISHARES TR	NATIONAL MUN ETF	$2.1M	0.4%Prev: 0.4%	20,540 SH	Decreased-4,971 SH
ISHARES TR	RUS 1000 ETF	$1.5M	0.2%Prev: 0.2%	4,366 SH	Increased+1,396 SH
ISHARES TR	RUS 1000 GRW ETF	$2.2M	0.4%Prev: 0.4%	5,145 SH	Increased+54 SH
ISHARES TR	RUS 1000 VAL ETF	$305K	0.1%Prev: 0.0%	1,572 SH	Increased+144 SH
ISHARES TR	RUS MID CAP ETF	$1.4M	0.2%Prev: 0.3%	15,049 SH	Decreased-884 SH
ISHARES TR	RUSSELL 2000 ETF	$1.5M	0.3%Prev: 0.3%	7,061 SH	Decreased-465 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.2%Prev: 0.2%	10,069 SH	Increased+715 SH
ISHARES TR	S&P 500 VAL ETF	$419K	0.1%Prev: 0.1%	2,142 SH	Decreased+17 SH
ISHARES TR	S&P MC 400GR ETF	$535K	0.1%Prev: 0.1%	5,882 SH	Decreased-1 SH
ISHARES TR	S&P MC 400VL ETF	$495K	0.1%Prev: 0.1%	4,005 SH	Decreased-3 SH
ISHARES TR	S&P SML 600 GWT	$200K	0.0%Prev: 0.0%	1,504 SH	Decreased-4 SH
ISHARES TR	SELECT DIVID ETF	$14.7M	2.5%Prev: 1.5%	110,640 SH	Increased+49,435 SH
ISHARES TR	SELECT US REIT	$14.3M	2.4%Prev: 2.4%	233,177 SH	Decreased-1,807 SH
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.2%Prev: 0.3%	11,415 SH	Decreased-4,216 SH
ISHARES TR	SP SMCP600VL ETF	$437K	0.1%Prev: 0.0%	4,395 SH	Increased+2,230 SH
ISHARES TR	U.S. REAL ES ETF	$342K	0.1%Prev: 0.1%	3,608 SH	Decreased-42 SH
ISHARES TR	U.S. TECH ETF	$334K	0.1%Prev: 0.1%	1,930 SH	Decreased-578 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$230K	0.0%Prev: 0.0%	4,543 SH	Increased+153 SH
JOHNSON & JOHNSON	COM	$710K	0.1%Prev: 0.2%	4,649 SH	Decreased-135 SH
JPMORGAN CHASE & CO.	COM	$2.5M	0.4%	8,525 SH	New
LISTED FDS TR	WAHED DOW JONES	$245K	0.0%Prev: 0.0%	9,190 SH	Decreased-443 SH
MARATHON PETE CORP	COM	$299K	0.1%Prev: 0.1%	1,800 SH	Decreased
MASTERCARD INCORPORATED	CL A	$396K	0.1%Prev: 0.1%	705 SH	Increased+86 SH
MCDONALDS CORP	COM	$385K	0.1%Prev: 0.1%	1,317 SH	Decreased-8 SH
MERCADOLIBRE INC	COM	$264K	0.0%	101 SH	New
MERCK & CO INC	COM	$521K	0.1%Prev: 0.1%	6,583 SH	Decreased-1,026 SH
META PLATFORMS INC	CL A	$2.4M	0.4%Prev: 0.3%	3,223 SH	Increased+51 SH
MICRON TECHNOLOGY INC	COM	$1.2M	0.2%Prev: 0.5%	9,855 SH	Decreased-34 SH
MICROSOFT CORP	COM	$3.1M	0.5%Prev: 0.4%	6,305 SH	Increased+26 SH
MONDELEZ INTL INC	CL A	$484K	0.1%Prev: 0.1%	7,184 SH	Increased
MORGAN STANLEY	COM NEW	$1.1M	0.2%Prev: 0.2%	7,632 SH	Decreased
MURPHY USA INC	COM	$244K	0.0%Prev: 0.0%	600 SH	Decreased
NETFLIX INC	COM	$773K	0.1%	577 SH	New
NEXTERA ENERGY INC	COM	$229K	0.0%Prev: 0.0%	3,296 SH	Decreased+127 SH
NIKE INC	CL B	$393K	0.1%Prev: 0.0%	5,535 SH	Increased-14 SH
NORTHROP GRUMMAN CORP	COM	$371K	0.1%Prev: 0.1%	741 SH	Decreased-50 SH
NVIDIA CORPORATION	COM	$4.9M	0.8%Prev: 0.9%	31,217 SH	Decreased-685 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.2%Prev: 0.2%	6,688 SH	Increased+217 SH
PHILIP MORRIS INTL INC	COM	$1.6M	0.3%Prev: 0.2%	8,620 SH	Increased
QUALCOMM INC	COM	$361K	0.1%Prev: 0.0%	2,265 SH	Increased-3 SH
REGIONS FINANCIAL CORP NEW	COM	$237K	0.0%Prev: 0.0%	10,083 SH	Decreased
SALESFORCE INC	COM	$604K	0.1%Prev: 0.1%	2,216 SH	Increased-74 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.3M	0.2%Prev: 0.2%	60,031 SH	Increased+3,729 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$5.6M	0.9%	12,672 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$962K	0.2%	23,761 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$218K	0.0%	5,111 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$71.5M	12.0%	115,747 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$27.2M	4.6%	48,003 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$444K	0.1%	9,281 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.0M	0.3%	46,726 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$274K	0.0%	3,152 SH	New
STARBUCKS CORP	COM	$396K	0.1%Prev: 0.1%	4,325 SH	Increased+18 SH
TESLA INC	COM	$995K	0.2%Prev: 0.2%	3,131 SH	Decreased+152 SH
TEXAS INSTRS INC	COM	$211K	0.0%	1,018 SH	New
THE CIGNA GROUP	COM	$232K	0.0%	701 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$223K	0.0%Prev: 0.0%	551 SH	Increased+119 SH
ULTA BEAUTY INC	COM	$234K	0.0%Prev: 0.0%	501 SH	Decreased
UNION PAC CORP	COM	$696K	0.1%Prev: 0.1%	3,026 SH	Decreased+10 SH
UNITED PARCEL SERVICE INC	CL B	$270K	0.0%	2,675 SH	New
US BANCORP DEL	COM NEW	$707K	0.1%	15,616 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$473K	0.1%Prev: 0.1%	1,192 SH	Decreased-3 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$356K	0.1%Prev: 0.1%	1,884 SH	Decreased-1 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$283K	0.0%Prev: 0.1%	2,508 SH	Decreased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$264K	0.0%Prev: 0.0%	2,770 SH	Decreased
VANGUARD BD INDEX FDS	INTERMED TERM	$7.4M	1.2%Prev: 1.6%	96,191 SH	Decreased-26,895 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.7M	1.8%Prev: 1.6%	135,563 SH	Increased+8,510 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.2%Prev: 0.2%	2,344 SH	Decreased-42 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.4%Prev: 0.3%	8,688 SH	Increased+1,586 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.5M	0.7%Prev: 1.0%	49,995 SH	Decreased-21,225 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$47.0M	7.9%Prev: 10.1%	82,678 SH	Decreased-20,622 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$842K	0.1%Prev: 0.2%	4,317 SH	Decreased-17 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.9M	0.8%Prev: 0.8%	20,733 SH	Increased+2,325 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$789K	0.1%Prev: 0.1%	2,849 SH	Decreased+31 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%Prev: 0.3%	5,156 SH	Decreased-210 SH
VANGUARD INDEX FDS	VALUE ETF	$245K	0.0%Prev: 0.0%	1,386 SH	Decreased-119 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.3M	1.9%Prev: 2.0%	227,485 SH	Decreased+36 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.6M	1.8%Prev: 1.7%	78,542 SH	Increased+8,129 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$211K	0.0%	3,528 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$717K	0.1%Prev: 0.5%	9,014 SH	Decreased-30,349 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.2%Prev: 0.2%	5,592 SH	Increased+909 SH
VANGUARD STAR FDS	VG TL INTL STK F	$261K	0.0%Prev: 0.0%	3,778 SH	Decreased-39 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.4M	2.1%Prev: 2.0%	217,065 SH	Increased+26,242 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$421K	0.1%Prev: 0.1%	6,424 SH	Increased+660 SH
VANGUARD WORLD FD	ESG US STK ETF	$697K	0.1%Prev: 0.2%	6,357 SH	Decreased-2,639 SH
VERIZON COMMUNICATIONS INC	COM	$348K	0.1%Prev: 0.0%	8,040 SH	Increased+2,072 SH
WALMART INC	COM	$352K	0.1%Prev: 0.1%	3,601 SH	Decreased-2,234 SH
WELLS FARGO CO NEW	COM	$343K	0.1%	4,280 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$925K	0.2%	14,113 SH	New
ZEVRA THERAPEUTICS INC	COM NEW	$256K	0.0%Prev: 0.1%	29,050 SH	Decreased-32,792 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $252K
BP PLC — $225K
COSTCO WHOLESALE CORPORATION — $1.1M
EA SERIES TRUST — $257K
GE AEROSPACE — $204K
ISHARES TR — $254K
JPMORGAN CHASE & CO — $2.6M
LUMENTUM HLDGS INC — $249K
NETFLIX INC. — $561K
SCHWAB STRATEGIC TR — $467K
SPDR INDEX SHS FDS — $1.4M
SPDR SERIES TRUST — $2.8M
STATE STR SPDR DOW JONES IND — $5.5M
STATE STR SPDR S&P 500 ETF T — $78.3M
STATE STR SPDR S&P MIDCAP 40 — $27.3M
TERADYNE INC — $599K
UNITED PARCEL SVCS INC — $228K
US BANCORP — $812K
VANGUARD INDEX FDS — $386K
VANGUARD WHITEHALL FDS — $9.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001783412-26-000010	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001783412-26-000002	$600.8M	View
Nov 6, 2025	Q3 2025