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: $612.9M150 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$329K	0.1%	2,453 SH	New
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.2%	4,900 SH	Decreased-359 SH
ALLSTATE CORP	COM	$314K	0.1%Prev: 0.0%	1,463 SH	Decreased
ALPHABET INC	CAP STK CL A	$3.1M	0.5%Prev: 0.6%	12,769 SH	Decreased-186 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%Prev: 0.2%	4,856 SH	Decreased+54 SH
ALTRIA GROUP INC	COM	$563K	0.1%Prev: 0.1%	8,525 SH	Decreased
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.4%	11,267 SH	Decreased+18 SH
AMEREN CORP	COM	$264K	0.0%Prev: 0.0%	2,527 SH	Decreased-422 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.2%Prev: 0.2%	4,237 SH	Decreased-12 SH
AON PLC	SHS CL A	$496K	0.1%Prev: 0.1%	1,390 SH	Increased
APPLE INC	COM	$17.5M	2.9%Prev: 2.7%	68,793 SH	Decreased+470 SH
BANK AMERICA CORP	COM	$604K	0.1%	11,702 SH	New
BANK NEW YORK MELLON CORP	COM	$654K	0.1%	5,999 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.3%Prev: 0.3%	3,335 SH	Decreased-1,082 SH
CAPITAL ONE FINL CORP	COM	$2.2M	0.4%Prev: 0.3%	10,220 SH	Increased-1 SH
CINTAS CORP	COM	$37.2M	6.1%Prev: 0.9%	181,201 SH	Increased+142,083 SH
CISCO SYS INC	COM	$570K	0.1%Prev: 0.1%	8,327 SH	Decreased-107 SH
CITIGROUP INC	COM NEW	$629K	0.1%Prev: 0.1%	6,198 SH	Decreased
COCA COLA CO	COM	$306K	0.0%Prev: 0.1%	4,612 SH	Decreased-1 SH
CORNING INC	COM	$909K	0.1%Prev: 0.4%	11,087 SH	Decreased-60 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.2%	1,094 SH	New
CROWDSTRIKE HLDGS INC	CL A	$247K	0.0%Prev: 0.1%	504 SH	Decreased-13 SH
CSX CORP	COM	$218K	0.0%Prev: 0.0%	6,126 SH	Decreased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$375K	0.1%Prev: 0.1%	11,893 SH	Decreased+1,552 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$223K	0.0%Prev: 0.0%	8,167 SH	Decreased-139 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$907K	0.1%Prev: 0.1%	19,669 SH	Decreased+517 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$380K	0.1%Prev: 0.1%	12,011 SH	Decreased+423 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$7.1M	1.2%	184,976 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$937K	0.2%	12,934 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.9M	0.3%Prev: 0.3%	41,408 SH	Decreased+885 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$826K	0.1%Prev: 0.1%	12,065 SH	Decreased-329 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.2%Prev: 0.2%	24,489 SH	Decreased
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	0.3%Prev: 0.2%	52,237 SH	Decreased+3,333 SH
DISNEY WALT CO	COM	$563K	0.1%Prev: 0.1%	4,919 SH	Increased-2 SH
DOMINOS PIZZA INC	COM	$224K	0.0%	518 SH	New
DRAFTKINGS INC NEW	COM CL A	$303K	0.0%Prev: 0.0%	8,102 SH	Increased+100 SH
EA SERIES TRUST	EA BRIDGEWAY OMN	$2.7M	0.4%	118,840 SH	New
ELECTRONIC ARTS INC	COM	$407K	0.1%Prev: 0.1%	2,016 SH	Decreased
ELI LILLY & CO	COM	$614K	0.1%Prev: 0.1%	805 SH	Decreased-15 SH
EMERSON ELEC CO	COM	$249K	0.0%Prev: 0.0%	1,896 SH	Decreased-40 SH
EXXON MOBIL CORP	COM	$2.2M	0.4%Prev: 0.4%	19,684 SH	Decreased-718 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$333K	0.1%Prev: 0.0%	3,335 SH	Increased-1,058 SH
FORTUNE BRANDS INNOVATIONS I	COM	$350K	0.1%Prev: 0.0%	6,564 SH	Decreased
GE AEROSPACE	COM NEW	$212K	0.0%Prev: 0.0%	706 SH	Decreased+35 SH
HEICO CORP NEW	COM	$250K	0.0%Prev: 0.0%	774 SH	Decreased+57 SH
HOME DEPOT INC	COM	$1.1M	0.2%Prev: 0.1%	2,639 SH	Increased+96 SH
HONEYWELL INTL INC	COM	$330K	0.1%	1,566 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$28.8M	4.7%Prev: 5.1%	116,369 SH	Decreased-6,846 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.9M	0.3%Prev: 0.4%	91,439 SH	Decreased-43,528 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$301K	0.0%	6,756 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$811K	0.1%Prev: 0.2%	4,273 SH	Decreased-1,328 SH
INVESCO QQQ TR	UNIT SER 1	$40.2M	6.6%Prev: 6.5%	67,007 SH	Decreased+2,726 SH
ISHARES INC	CORE MSCI EMKT	$649K	0.1%Prev: 0.1%	9,838 SH	Decreased+415 SH
ISHARES TR	0-3 MNTH TREASRY	$681K	0.1%	6,766 SH	New
ISHARES TR	CORE MSCI INTL	$481K	0.1%Prev: 0.1%	6,002 SH	Decreased-110 SH
ISHARES TR	CORE S&P MCP ETF	$17.3M	2.8%Prev: 3.4%	264,578 SH	Decreased-58,238 SH
ISHARES TR	CORE S&P SCP ETF	$42.0M	6.8%Prev: 7.7%	353,030 SH	Decreased-23,548 SH
ISHARES TR	CORE S&P TTL STK	$873K	0.1%Prev: 0.2%	5,992 SH	Decreased-1,092 SH
ISHARES TR	CORE S&P500 ETF	$324K	0.1%Prev: 0.1%	484 SH	Decreased-115 SH
ISHARES TR	CORE US AGGBD ET	$314K	0.1%	3,131 SH	New
ISHARES TR	EAFE SML CP ETF	$7.2M	1.2%Prev: 1.1%	94,312 SH	Decreased-5,674 SH
ISHARES TR	IBOXX HI YD ETF	$4.5M	0.7%Prev: 0.4%	54,958 SH	Increased+18,304 SH
ISHARES TR	MSCI EAFE ETF	$43.6M	7.1%Prev: 7.1%	466,526 SH	Decreased-26,849 SH
ISHARES TR	MSCI EMG MKT ETF	$220K	0.0%Prev: 0.0%	4,120 SH	Decreased+94 SH
ISHARES TR	NATIONAL MUN ETF	$2.4M	0.4%Prev: 0.4%	22,640 SH	Decreased-5,760 SH
ISHARES TR	RUS 1000 ETF	$1.7M	0.3%Prev: 0.2%	4,559 SH	Increased+1,585 SH
ISHARES TR	RUS 1000 GRW ETF	$2.4M	0.4%Prev: 0.3%	5,126 SH	Decreased-15,233 SH
ISHARES TR	RUS 1000 VAL ETF	$341K	0.1%Prev: 0.0%	1,676 SH	Decreased+245 SH
ISHARES TR	RUS MID CAP ETF	$1.5M	0.2%Prev: 0.2%	15,264 SH	Decreased-393 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.3%Prev: 0.3%	7,034 SH	Decreased-488 SH
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.2%Prev: 0.2%	10,170 SH	Decreased+816 SH
ISHARES TR	S&P 500 VAL ETF	$449K	0.1%Prev: 0.1%	2,175 SH	Decreased+49 SH
ISHARES TR	S&P MC 400GR ETF	$564K	0.1%Prev: 0.1%	5,882 SH	Decreased-2 SH
ISHARES TR	S&P MC 400VL ETF	$520K	0.1%Prev: 0.1%	4,006 SH	Decreased-2 SH
ISHARES TR	S&P SML 600 GWT	$213K	0.0%Prev: 0.0%	1,505 SH	Decreased-4 SH
ISHARES TR	SELECT DIVID ETF	$16.0M	2.6%Prev: 1.0%	112,906 SH	Increased+67,954 SH
ISHARES TR	SELECT US REIT	$14.1M	2.3%Prev: 2.2%	229,604 SH	Decreased-1,867 SH
ISHARES TR	SHRT NAT MUN ETF	$1.5M	0.2%Prev: 0.2%	13,692 SH	Decreased-2,932 SH
ISHARES TR	SP SMCP600VL ETF	$252K	0.0%Prev: 0.0%	2,278 SH	Decreased+299 SH
ISHARES TR	U.S. REAL ES ETF	$377K	0.1%Prev: 0.0%	3,880 SH	Increased+791 SH
ISHARES TR	U.S. TECH ETF	$378K	0.1%Prev: 0.1%	1,930 SH	Decreased-580 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$228K	0.0%Prev: 0.0%	4,495 SH	Decreased-154 SH
JOHNSON & JOHNSON	COM	$861K	0.1%Prev: 0.2%	4,646 SH	Decreased-111 SH
JPMORGAN CHASE & CO.	COM	$2.8M	0.5%	8,792 SH	New
LISTED FDS TR	WAHED DOW JONES	$253K	0.0%Prev: 0.1%	9,191 SH	Decreased-42 SH
MARATHON PETE CORP	COM	$347K	0.1%Prev: 0.1%	1,800 SH	Decreased
MASTERCARD INCORPORATED	CL A	$401K	0.1%Prev: 0.0%	705 SH	Increased+86 SH
MCDONALDS CORP	COM	$402K	0.1%Prev: 0.0%	1,323 SH	Increased-4 SH
MERCADOLIBRE INC	COM	$236K	0.0%	101 SH	New
MERCK & CO INC	COM	$552K	0.1%Prev: 0.1%	6,583 SH	Decreased-1,026 SH
META PLATFORMS INC	CL A	$2.4M	0.4%Prev: 0.2%	3,229 SH	Increased+57 SH
MICRON TECHNOLOGY INC	COM	$1.7M	0.3%Prev: 1.5%	10,177 SH	Decreased+635 SH
MICROSOFT CORP	COM	$3.3M	0.5%Prev: 0.3%	6,338 SH	Increased+3 SH
MONDELEZ INTL INC	CL A	$449K	0.1%Prev: 0.1%	7,184 SH	Increased
MORGAN STANLEY	COM NEW	$1.2M	0.2%Prev: 0.2%	7,632 SH	Decreased
MURPHY USA INC	COM	$233K	0.0%Prev: 0.0%	600 SH	Decreased
NETFLIX INC	COM	$687K	0.1%	573 SH	New
NEXTERA ENERGY INC	COM	$239K	0.0%Prev: 0.0%	3,169 SH	Decreased
NIKE INC	CL B	$386K	0.1%Prev: 0.0%	5,541 SH	Increased-16 SH
NORTHROP GRUMMAN CORP	COM	$482K	0.1%Prev: 0.1%	791 SH	Increased
NVIDIA CORPORATION	COM	$5.8M	0.9%Prev: 0.9%	31,183 SH	Decreased-748 SH
PALANTIR TECHNOLOGIES INC	CL A	$233K	0.0%	1,278 SH	New
PALO ALTO NETWORKS INC	COM	$1.4M	0.2%Prev: 0.3%	6,688 SH	Decreased+217 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.2%Prev: 0.2%	8,620 SH	Decreased
QUALCOMM INC	COM	$377K	0.1%Prev: 0.1%	2,268 SH	Decreased
REGIONS FINANCIAL CORP NEW	COM	$266K	0.0%Prev: 0.0%	10,083 SH	Decreased
SALESFORCE INC	COM	$525K	0.1%Prev: 0.0%	2,215 SH	Increased-75 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.2%Prev: 0.2%	57,349 SH	Increased+5,339 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$5.7M	0.9%	12,308 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.0M	0.2%	23,903 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$238K	0.0%	5,085 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$77.4M	12.6%	116,160 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$27.8M	4.5%	46,719 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$450K	0.1%	9,336 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.1M	0.3%	46,110 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$279K	0.0%	3,046 SH	New
STARBUCKS CORP	COM	$366K	0.1%Prev: 0.1%	4,329 SH	Decreased+22 SH
TERADYNE INC	COM	$278K	0.0%Prev: 0.1%	2,020 SH	Decreased
TESLA INC	COM	$1.4M	0.2%Prev: 0.2%	3,078 SH	Increased+99 SH
THERMO FISHER SCIENTIFIC INC	COM	$264K	0.0%Prev: 0.0%	544 SH	Increased+112 SH
ULTA BEAUTY INC	COM	$274K	0.0%Prev: 0.0%	501 SH	Increased
UNION PAC CORP	COM	$713K	0.1%Prev: 0.1%	3,016 SH	Decreased
US BANCORP DEL	COM NEW	$755K	0.1%	15,616 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$520K	0.1%Prev: 0.1%	1,195 SH	Decreased-5,977 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$376K	0.1%Prev: 0.1%	1,885 SH	Decreased
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$300K	0.0%Prev: 0.1%	2,508 SH	Decreased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$279K	0.0%Prev: 0.0%	2,770 SH	Decreased
VANGUARD BD INDEX FDS	INTERMED TERM	$8.0M	1.3%Prev: 1.4%	102,038 SH	Decreased-30,389 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.5M	1.7%Prev: 1.4%	133,080 SH	Increased+1,274 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 0.2%	2,361 SH	Decreased-11,794 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.3%Prev: 0.3%	6,781 SH	Decreased-21,716 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	0.9%Prev: 0.7%	57,760 SH	Increased+3,741 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$54.2M	8.8%Prev: 10.6%	88,460 SH	Decreased-23,729 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$902K	0.1%Prev: 0.1%	4,321 SH	Decreased-16 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.5M	0.7%Prev: 0.8%	17,867 SH	Decreased-493 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$838K	0.1%Prev: 0.1%	2,816 SH	Decreased-2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.3%Prev: 0.3%	5,131 SH	Decreased-147 SH
VANGUARD INDEX FDS	VALUE ETF	$294K	0.0%Prev: 0.0%	1,574 SH	Decreased+87 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.8M	1.9%Prev: 1.8%	217,452 SH	Decreased-4,930 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.1M	1.7%Prev: 1.5%	71,177 SH	Decreased+753 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$226K	0.0%Prev: 0.0%	3,759 SH	Increased+88 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.2%Prev: 0.5%	15,033 SH	Decreased-35,186 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.2%Prev: 0.2%	5,712 SH	Increased+582 SH
VANGUARD STAR FDS	VG TL INTL STK F	$270K	0.0%Prev: 0.0%	3,676 SH	Decreased-80 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.6M	1.9%Prev: 1.9%	194,377 SH	Decreased-325 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$419K	0.1%Prev: 0.1%	6,044 SH	Decreased-44 SH
VANGUARD WORLD FD	ESG US STK ETF	$706K	0.1%Prev: 0.2%	5,962 SH	Decreased-3,246 SH
VERIZON COMMUNICATIONS INC	COM	$327K	0.1%Prev: 0.0%	7,435 SH	Increased+1,466 SH
WALMART INC	COM	$370K	0.1%Prev: 0.1%	3,594 SH	Decreased-2,241 SH
ZEVRA THERAPEUTICS INC	COM NEW	$276K	0.0%Prev: 0.1%	29,050 SH	Decreased-32,792 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $223K
ADVANCED MICRO DEVICES INC — $287K
BANK OF AMER CORP — $667K
BANK OF NY MELLON CORP — $868K
CATERPILLAR INC — $300K
COSTCO WHOLESALE CORPORATION — $1.0M
DEERE & CO — $209K
DELL TECHNOLOGIES INC — $351K
DIMENSIONAL ETF TRUST — $7.9M
DIMENSIONAL ETF TRUST — $1.0M
EA SERIES TRUST — $3.1M
EA SERIES TRUST — $293K
EA SERIES TRUST — $202K
GE VERNOVA INC — $210K
ISHARES TR — $615K
ISHARES TR — $5.5M
ISHARES TR — $275K
ISHARES TR — $4.2M
ISHARES TR — $200K
ISHARES TR — $207K
… and 20 more

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