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: $600.8M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$307K	0.1%Prev: 0.1%	2,453 SH	Decreased
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.2%	4,900 SH	Decreased
ALLSTATE CORP	COM	$305K	0.1%Prev: 0.1%	1,463 SH	Decreased
ALPHABET INC	CAP STK CL A	$4.0M	0.7%Prev: 0.5%	12,771 SH	Increased+2 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.2%	4,802 SH	Increased-54 SH
ALTRIA GROUP INC	COM	$492K	0.1%Prev: 0.1%	8,525 SH	Decreased
AMAZON COM INC	COM	$2.6M	0.4%Prev: 0.4%	11,190 SH	Increased-77 SH
AMEREN CORP	COM	$252K	0.0%Prev: 0.0%	2,522 SH	Decreased-5 SH
AMERICAN EXPRESS CO	COM	$1.6M	0.3%Prev: 0.2%	4,241 SH	Increased+4 SH
AON PLC	SHS CL A	$491K	0.1%Prev: 0.1%	1,390 SH	Decreased
APPLE INC	COM	$18.6M	3.1%Prev: 2.9%	68,274 SH	Increased-519 SH
BANK AMERICA CORP	COM	$644K	0.1%Prev: 0.1%	11,705 SH	Increased+3 SH
BANK NEW YORK MELLON CORP	COM	$696K	0.1%Prev: 0.1%	5,999 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.3%Prev: 0.3%	3,205 SH	Decreased-130 SH
CAPITAL ONE FINL CORP	COM	$2.5M	0.4%Prev: 0.4%	10,220 SH	Increased
CARVANA CO	CL A	$211K	0.0%	500 SH	New
CINTAS CORP	COM	$7.4M	1.2%Prev: 6.1%	39,114 SH	Decreased-142,087 SH
CISCO SYS INC	COM	$642K	0.1%Prev: 0.1%	8,334 SH	Increased+7 SH
CITIGROUP INC	COM NEW	$723K	0.1%Prev: 0.1%	6,198 SH	Increased
COCA COLA CO	COM	$322K	0.1%Prev: 0.0%	4,613 SH	Increased+1 SH
CORNING INC	COM	$971K	0.2%Prev: 0.1%	11,090 SH	Increased+3 SH
COSTCO WHSL CORP NEW	COM	$944K	0.2%Prev: 0.2%	1,094 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$242K	0.0%Prev: 0.0%	517 SH	Decreased+13 SH
CSX CORP	COM	$222K	0.0%Prev: 0.0%	6,126 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$384K	0.1%Prev: 0.1%	11,803 SH	Increased-90 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$219K	0.0%Prev: 0.0%	8,305 SH	Decreased+138 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$956K	0.2%Prev: 0.1%	19,152 SH	Increased-517 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$395K	0.1%Prev: 0.1%	12,003 SH	Increased-8 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$7.3M	1.2%Prev: 1.2%	184,452 SH	Increased-524 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$937K	0.2%Prev: 0.2%	12,634 SH	Increased-300 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.9M	0.3%Prev: 0.3%	40,523 SH	Increased-885 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$842K	0.1%Prev: 0.1%	12,090 SH	Increased+25 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.2%Prev: 0.2%	24,489 SH	Increased
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.7M	0.3%Prev: 0.3%	52,289 SH	Increased+52 SH
DISNEY WALT CO	COM	$547K	0.1%Prev: 0.1%	4,807 SH	Decreased-112 SH
DOMINOS PIZZA INC	COM	$216K	0.0%Prev: 0.0%	518 SH	Decreased
DRAFTKINGS INC NEW	COM CL A	$281K	0.0%Prev: 0.0%	8,152 SH	Decreased+50 SH
EA SERIES TRUST	CAMBRIA US EQUAL	$266K	0.0%	5,248 SH	New
EA SERIES TRUST	EA BRIDGEWAY OMN	$2.5M	0.4%Prev: 0.4%	108,297 SH	Decreased-10,543 SH
ELECTRONIC ARTS INC	COM	$412K	0.1%Prev: 0.1%	2,016 SH	Increased
ELI LILLY & CO	COM	$865K	0.1%Prev: 0.1%	805 SH	Increased
EMERSON ELEC CO	COM	$252K	0.0%Prev: 0.0%	1,896 SH	Increased
EXXON MOBIL CORP	COM	$2.4M	0.4%Prev: 0.4%	19,684 SH	Increased
FIDELITY WISE ORIGIN BITCOIN	SHS	$345K	0.1%Prev: 0.1%	4,523 SH	Increased+1,188 SH
FORTUNE BRANDS INNOVATIONS I	COM	$328K	0.1%Prev: 0.1%	6,564 SH	Decreased
GE AEROSPACE	COM NEW	$218K	0.0%Prev: 0.0%	707 SH	Increased+1 SH
HEICO CORP NEW	COM	$234K	0.0%Prev: 0.0%	723 SH	Decreased-51 SH
HOME DEPOT INC	COM	$910K	0.2%Prev: 0.2%	2,643 SH	Decreased+4 SH
HONEYWELL INTL INC	COM	$306K	0.1%Prev: 0.1%	1,566 SH	Decreased
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$29.5M	4.9%Prev: 4.7%	116,597 SH	Increased+228 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.2M	0.4%Prev: 0.3%	104,473 SH	Increased+13,034 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$271K	0.0%Prev: 0.0%	5,962 SH	Decreased-794 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$622K	0.1%Prev: 0.1%	3,250 SH	Decreased-1,023 SH
INVESCO QQQ TR	UNIT SER 1	$39.7M	6.6%Prev: 6.6%	64,700 SH	Decreased-2,307 SH
ISHARES INC	CORE MSCI EMKT	$798K	0.1%Prev: 0.1%	11,865 SH	Increased+2,027 SH
ISHARES TR	0-3 MNTH TREASRY	$668K	0.1%Prev: 0.1%	6,652 SH	Decreased-114 SH
ISHARES TR	CORE MSCI EAFE	$241K	0.0%	2,694 SH	New
ISHARES TR	CORE MSCI INTL	$500K	0.1%Prev: 0.1%	6,062 SH	Increased+60 SH
ISHARES TR	CORE S&P MCP ETF	$18.5M	3.1%Prev: 2.8%	280,395 SH	Increased+15,817 SH
ISHARES TR	CORE S&P SCP ETF	$43.4M	7.2%Prev: 6.8%	361,383 SH	Increased+8,353 SH
ISHARES TR	CORE S&P TTL STK	$899K	0.1%Prev: 0.1%	6,047 SH	Increased+55 SH
ISHARES TR	CORE S&P500 ETF	$332K	0.1%Prev: 0.1%	485 SH	Increased+1 SH
ISHARES TR	EAFE SML CP ETF	$7.8M	1.3%Prev: 1.2%	100,577 SH	Increased+6,265 SH
ISHARES TR	IBOXX HI YD ETF	$4.4M	0.7%Prev: 0.7%	54,845 SH	Decreased-113 SH
ISHARES TR	MSCI EAFE ETF	$46.2M	7.7%Prev: 7.1%	481,158 SH	Increased+14,632 SH
ISHARES TR	MSCI EMG MKT ETF	$228K	0.0%Prev: 0.0%	4,171 SH	Increased+51 SH
ISHARES TR	NATIONAL MUN ETF	$2.6M	0.4%Prev: 0.4%	23,909 SH	Increased+1,269 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.2%Prev: 0.3%	2,964 SH	Decreased-1,595 SH
ISHARES TR	RUS 1000 GRW ETF	$2.4M	0.4%Prev: 0.4%	5,130 SH	Increased+4 SH
ISHARES TR	RUS 1000 VAL ETF	$300K	0.0%Prev: 0.1%	1,424 SH	Decreased-252 SH
ISHARES TR	RUS MID CAP ETF	$1.6M	0.3%Prev: 0.2%	16,292 SH	Increased+1,028 SH
ISHARES TR	RUSSELL 2000 ETF	$1.8M	0.3%Prev: 0.3%	7,202 SH	Increased+168 SH
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.2%Prev: 0.2%	9,810 SH	Decreased-360 SH
ISHARES TR	S&P 500 VAL ETF	$462K	0.1%Prev: 0.1%	2,178 SH	Increased+3 SH
ISHARES TR	S&P MC 400GR ETF	$570K	0.1%Prev: 0.1%	5,883 SH	Increased+1 SH
ISHARES TR	S&P MC 400VL ETF	$527K	0.1%Prev: 0.1%	4,007 SH	Increased+1 SH
ISHARES TR	S&P SML 600 GWT	$213K	0.0%Prev: 0.0%	1,507 SH	Decreased+2 SH
ISHARES TR	SELECT DIVID ETF	$16.3M	2.7%Prev: 2.6%	115,414 SH	Increased+2,508 SH
ISHARES TR	SELECT US REIT	$14.1M	2.3%Prev: 2.3%	236,077 SH	Decreased+6,473 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.3%Prev: 0.2%	15,377 SH	Increased+1,685 SH
ISHARES TR	SP SMCP600VL ETF	$225K	0.0%Prev: 0.0%	1,982 SH	Decreased-296 SH
ISHARES TR	U.S. REAL ES ETF	$342K	0.1%Prev: 0.1%	3,641 SH	Decreased-239 SH
ISHARES TR	U.S. TECH ETF	$500K	0.1%Prev: 0.1%	2,506 SH	Increased+576 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$220K	0.0%Prev: 0.0%	4,345 SH	Decreased-150 SH
JOHNSON & JOHNSON	COM	$960K	0.2%Prev: 0.1%	4,641 SH	Increased-5 SH
JPMORGAN CHASE & CO.	COM	$2.8M	0.5%Prev: 0.5%	8,773 SH	Increased-19 SH
LISTED FDS TR	WAHED DOW JONES	$288K	0.0%Prev: 0.0%	9,725 SH	Increased+534 SH
MARATHON PETE CORP	COM	$293K	0.0%Prev: 0.1%	1,800 SH	Decreased
MASTERCARD INCORPORATED	CL A	$351K	0.1%Prev: 0.1%	616 SH	Decreased-89 SH
MCDONALDS CORP	COM	$405K	0.1%Prev: 0.1%	1,324 SH	Increased+1 SH
MERCADOLIBRE INC	COM	$203K	0.0%Prev: 0.0%	101 SH	Decreased
MERCK & CO INC	COM	$640K	0.1%Prev: 0.1%	6,078 SH	Increased-505 SH
META PLATFORMS INC	CL A	$2.1M	0.3%Prev: 0.4%	3,172 SH	Decreased-57 SH
MICRON TECHNOLOGY INC	COM	$2.8M	0.5%Prev: 0.3%	9,863 SH	Increased-314 SH
MICROSOFT CORP	COM	$3.0M	0.5%Prev: 0.5%	6,291 SH	Decreased-47 SH
MONDELEZ INTL INC	CL A	$387K	0.1%Prev: 0.1%	7,184 SH	Decreased
MORGAN STANLEY	COM NEW	$1.4M	0.2%Prev: 0.2%	7,632 SH	Increased
MURPHY USA INC	COM	$242K	0.0%Prev: 0.0%	600 SH	Increased
NETFLIX INC	COM	$543K	0.1%Prev: 0.1%	5,795 SH	Decreased+5,222 SH
NEXTERA ENERGY INC	COM	$254K	0.0%Prev: 0.0%	3,169 SH	Increased
NIKE INC	CL B	$353K	0.1%Prev: 0.1%	5,546 SH	Decreased+5 SH
NORTHROP GRUMMAN CORP	COM	$451K	0.1%Prev: 0.1%	791 SH	Decreased
NVIDIA CORPORATION	COM	$5.9M	1.0%Prev: 0.9%	31,422 SH	Increased+239 SH
PALANTIR TECHNOLOGIES INC	CL A	$242K	0.0%Prev: 0.0%	1,361 SH	Increased+83 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.2%Prev: 0.2%	6,471 SH	Decreased-217 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.2%Prev: 0.2%	8,620 SH	Decreased
QUALCOMM INC	COM	$388K	0.1%Prev: 0.1%	2,268 SH	Increased
REGIONS FINANCIAL CORP NEW	COM	$273K	0.0%Prev: 0.0%	10,083 SH	Increased
SALESFORCE INC	COM	$587K	0.1%Prev: 0.1%	2,215 SH	Increased
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.2%Prev: 0.2%	57,093 SH	Decreased-256 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$5.8M	1.0%Prev: 0.9%	12,096 SH	Increased-212 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.1M	0.2%Prev: 0.2%	24,327 SH	Increased+424 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$241K	0.0%Prev: 0.0%	5,142 SH	Increased+57 SH
SPDR S&P 500 ETF TR	TR UNIT	$77.0M	12.8%Prev: 12.6%	112,980 SH	Decreased-3,180 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$27.5M	4.6%Prev: 4.5%	45,622 SH	Decreased-1,097 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	0.5%	57,509 SH	New
STARBUCKS CORP	COM	$363K	0.1%Prev: 0.1%	4,307 SH	Decreased-22 SH
TERADYNE INC	COM	$391K	0.1%Prev: 0.0%	2,020 SH	Increased
TESLA INC	COM	$1.4M	0.2%Prev: 0.2%	3,066 SH	Increased-12 SH
THERMO FISHER SCIENTIFIC INC	COM	$315K	0.1%Prev: 0.0%	544 SH	Increased
ULTA BEAUTY INC	COM	$303K	0.1%Prev: 0.0%	501 SH	Increased
UNION PAC CORP	COM	$698K	0.1%Prev: 0.1%	3,016 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$229K	0.0%	2,313 SH	New
US BANCORP DEL	COM NEW	$833K	0.1%Prev: 0.1%	15,616 SH	Increased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$531K	0.1%Prev: 0.1%	1,195 SH	Increased
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$386K	0.1%Prev: 0.1%	1,885 SH	Increased
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$301K	0.1%Prev: 0.0%	2,508 SH	Increased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$280K	0.0%Prev: 0.0%	2,770 SH	Increased
VANGUARD BD INDEX FDS	INTERMED TERM	$8.6M	1.4%Prev: 1.3%	110,013 SH	Increased+7,975 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.6M	1.8%Prev: 1.7%	134,585 SH	Increased+1,505 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.2%Prev: 0.2%	2,415 SH	Increased+54 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.3%Prev: 0.3%	6,998 SH	Increased+217 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.6M	0.9%Prev: 0.9%	63,794 SH	Increased+6,034 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$58.4M	9.7%Prev: 8.8%	93,096 SH	Increased+4,636 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$917K	0.2%Prev: 0.1%	4,329 SH	Increased+8 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.7M	0.8%Prev: 0.7%	18,161 SH	Increased+294 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$851K	0.1%Prev: 0.1%	2,817 SH	Increased+1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.3%Prev: 0.3%	5,177 SH	Increased+46 SH
VANGUARD INDEX FDS	VALUE ETF	$301K	0.1%Prev: 0.0%	1,574 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.0M	2.0%Prev: 1.9%	222,752 SH	Increased+5,300 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.2M	1.7%Prev: 1.7%	71,488 SH	Increased+311 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$200K	0.0%	2,391 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$218K	0.0%Prev: 0.0%	3,645 SH	Decreased-114 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.0M	0.3%Prev: 0.2%	24,788 SH	Increased+9,755 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$801K	0.1%Prev: 0.2%	3,643 SH	Decreased-2,069 SH
VANGUARD STAR FDS	VG TL INTL STK F	$281K	0.0%Prev: 0.0%	3,723 SH	Increased+47 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.2M	2.0%Prev: 1.9%	195,181 SH	Increased+804 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$438K	0.1%Prev: 0.1%	6,116 SH	Increased+72 SH
VANGUARD WORLD FD	ESG US STK ETF	$723K	0.1%Prev: 0.1%	5,975 SH	Increased+13 SH
VERIZON COMMUNICATIONS INC	COM	$303K	0.1%Prev: 0.1%	7,435 SH	Decreased
WALMART INC	COM	$369K	0.1%Prev: 0.1%	3,312 SH	Decreased-282 SH
ZEVRA THERAPEUTICS INC	COM NEW	$260K	0.0%Prev: 0.0%	29,050 SH	Decreased

Sold (vs prior filing)

ISHARES TR — $314K
SPDR SERIES TRUST — $450K
SPDR SERIES TRUST — $2.1M
SPDR SERIES TRUST — $279K

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