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: $610.6M146 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$252K	0.0%	2,453 SH	New
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.2%	4,900 SH	Increased
ALLSTATE CORP	COM	$303K	0.0%Prev: 0.1%	1,463 SH	Decreased-310 SH
ALPHABET INC	CAP STK CL A	$3.7M	0.6%Prev: 0.4%	12,954 SH	Increased+294 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.2%Prev: 0.1%	4,802 SH	Increased+466 SH
ALTRIA GROUP INC	COM	$563K	0.1%Prev: 0.1%	8,525 SH	Increased
AMAZON COM INC	COM	$2.3M	0.4%Prev: 0.4%	11,199 SH	Increased+1,642 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.2%Prev: 0.2%	4,284 SH	Increased+54 SH
AON PLC	SHS CL A	$449K	0.1%Prev: 0.1%	1,390 SH	Decreased-76 SH
APPLE INC	COM	$17.3M	2.8%Prev: 2.8%	68,309 SH	Increased+4,029 SH
BANK AMERICA CORP	COM	$571K	0.1%Prev: 0.1%	11,709 SH	Increased-40 SH
BANK NEW YORK MELLON CORP	COM	$712K	0.1%Prev: 0.1%	5,999 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.3%Prev: 0.4%	3,278 SH	Decreased-408 SH
BP PLC	SPONSORED ADR	$225K	0.0%	4,794 SH	New
CAPITAL ONE FINL CORP	COM	$1.9M	0.3%	10,221 SH	New
CINTAS CORP	COM	$6.6M	1.1%Prev: 7.1%	39,116 SH	Decreased-141,255 SH
CISCO SYS INC	COM	$647K	0.1%Prev: 0.1%	8,334 SH	Increased+323 SH
CITIGROUP INC	COM NEW	$703K	0.1%Prev: 0.1%	6,198 SH	Increased+485 SH
COCA COLA CO	COM	$351K	0.1%Prev: 0.0%	4,613 SH	Increased+1,011 SH
CORNING INC	COM	$1.5M	0.2%Prev: 0.1%	11,147 SH	Increased+1,195 SH
COSTCO WHOLESALE CORPORATION	COM	$1.1M	0.2%	1,095 SH	New
CROWDSTRIKE HLDGS INC	CL A	$202K	0.0%	517 SH	New
CSX CORP	COM	$251K	0.0%Prev: 0.1%	6,126 SH	Decreased-2,850 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$382K	0.1%Prev: 0.1%	11,289 SH	Increased-3,201 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$221K	0.0%Prev: 0.0%	8,306 SH	Increased+304 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	0.2%Prev: 0.1%	19,152 SH	Increased-456 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$385K	0.1%Prev: 0.1%	11,422 SH	Increased-1,591 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.9M	1.1%Prev: 1.2%	177,637 SH	Increased-5,870 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$896K	0.1%Prev: 0.2%	12,634 SH	Increased-643 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.0M	0.3%Prev: 0.3%	40,523 SH	Increased-977 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$861K	0.1%Prev: 0.1%	12,106 SH	Increased+29 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.3%Prev: 0.3%	24,489 SH	Increased-1,555 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.7M	0.3%Prev: 0.3%	49,139 SH	Increased-2,516 SH
DISNEY WALT CO	COM	$462K	0.1%Prev: 0.1%	4,798 SH	Decreased+60 SH
EA SERIES TRUST	CAMBRIA US EQUAL	$257K	0.0%	5,248 SH	New
EA SERIES TRUST	EA BRIDGEWAY OMN	$2.7M	0.4%Prev: 0.4%	106,742 SH	Increased-11,461 SH
ELECTRONIC ARTS INC	COM	$411K	0.1%Prev: 0.1%	2,016 SH	Increased
ELI LILLY & CO	COM	$752K	0.1%Prev: 0.1%	818 SH	Increased+14 SH
EMERSON ELEC CO	COM	$248K	0.0%Prev: 0.0%	1,896 SH	Increased+22 SH
EXXON MOBIL CORP	COM	$3.5M	0.6%Prev: 0.5%	20,402 SH	Increased+43 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$279K	0.0%Prev: 0.0%	4,728 SH	Increased+1,842 SH
FORTUNE BRANDS INNOVATIONS I	COM	$256K	0.0%Prev: 0.1%	6,564 SH	Decreased-170 SH
GE AEROSPACE	COM NEW	$204K	0.0%	718 SH	New
HOME DEPOT INC	COM	$856K	0.1%Prev: 0.2%	2,603 SH	Decreased-27 SH
HONEYWELL INTL INC	COM	$294K	0.0%Prev: 0.1%	1,300 SH	Decreased-651 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$29.1M	4.8%Prev: 4.1%	122,659 SH	Increased+12,638 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.4M	0.4%Prev: 0.3%	117,472 SH	Increased+34,130 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.0M	0.2%Prev: 1.1%	5,437 SH	Decreased-28,850 SH
INVESCO QQQ TR	UNIT SER 1	$37.3M	6.1%Prev: 6.5%	64,660 SH	Increased-7,067 SH
ISHARES INC	CORE MSCI EMKT	$724K	0.1%Prev: 0.1%	10,386 SH	Increased+1,736 SH
ISHARES TR	0-3 MNTH TREASRY	$622K	0.1%Prev: 0.2%	6,183 SH	Decreased-2,368 SH
ISHARES TR	CORE DIV GRWTH	$254K	0.0%	3,626 SH	New
ISHARES TR	CORE MSCI INTL	$507K	0.1%Prev: 0.1%	6,062 SH	Increased-775 SH
ISHARES TR	CORE S&P MCP ETF	$20.2M	3.3%Prev: 2.2%	299,128 SH	Increased+103,710 SH
ISHARES TR	CORE S&P SCP ETF	$45.6M	7.5%Prev: 5.9%	367,119 SH	Increased+75,160 SH
ISHARES TR	CORE S&P TTL STK	$1.0M	0.2%Prev: 0.2%	7,024 SH	Increased+287 SH
ISHARES TR	CORE S&P500 ETF	$307K	0.1%Prev: 0.0%	470 SH	Increased+58 SH
ISHARES TR	EAFE SML CP ETF	$8.3M	1.4%Prev: 1.0%	105,479 SH	Increased+25,032 SH
ISHARES TR	IBOXX HI YD ETF	$4.2M	0.7%Prev: 0.9%	52,933 SH	Decreased-3,612 SH
ISHARES TR	MSCI EAFE ETF	$47.5M	7.8%Prev: 7.3%	489,271 SH	Increased+27,408 SH
ISHARES TR	MSCI EMG MKT ETF	$237K	0.0%	4,171 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.7M	0.4%Prev: 0.4%	25,511 SH	Increased+5,531 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.2%Prev: 0.3%	2,970 SH	Decreased-1,599 SH
ISHARES TR	RUS 1000 GRW ETF	$2.2M	0.4%Prev: 0.3%	5,091 SH	Increased+69 SH
ISHARES TR	RUS 1000 VAL ETF	$305K	0.0%Prev: 0.1%	1,428 SH	Decreased-450 SH
ISHARES TR	RUS MID CAP ETF	$1.5M	0.3%Prev: 0.3%	15,933 SH	Increased-116 SH
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.3%Prev: 0.3%	7,526 SH	Increased+483 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.2%Prev: 0.2%	9,354 SH	Increased-713 SH
ISHARES TR	S&P 500 VAL ETF	$449K	0.1%Prev: 0.1%	2,125 SH	Increased-14 SH
ISHARES TR	S&P MC 400GR ETF	$592K	0.1%Prev: 0.1%	5,883 SH	Increased+1 SH
ISHARES TR	S&P MC 400VL ETF	$531K	0.1%Prev: 0.1%	4,008 SH	Increased+3 SH
ISHARES TR	S&P SML 600 GWT	$218K	0.0%	1,508 SH	New
ISHARES TR	SELECT DIVID ETF	$9.3M	1.5%Prev: 3.0%	61,205 SH	Decreased-53,243 SH
ISHARES TR	SELECT US REIT	$14.5M	2.4%	234,984 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.3%Prev: 0.2%	15,631 SH	Increased+5,041 SH
ISHARES TR	SP SMCP600VL ETF	$256K	0.0%Prev: 0.1%	2,165 SH	Decreased-2,249 SH
ISHARES TR	U.S. REAL ES ETF	$345K	0.1%Prev: 0.1%	3,650 SH	Increased+58 SH
ISHARES TR	U.S. TECH ETF	$455K	0.1%	2,508 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$222K	0.0%Prev: 0.0%	4,390 SH	Decreased-258 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.1%	4,784 SH	Increased+374 SH
JPMORGAN CHASE & CO	COM	$2.6M	0.4%	8,789 SH	New
LISTED FDS TR	WAHED DOW JONES	$295K	0.0%	9,633 SH	New
LUMENTUM HLDGS INC	COM	$249K	0.0%	355 SH	New
MARATHON PETE CORP	COM	$440K	0.1%Prev: 0.1%	1,800 SH	Increased
MASTERCARD INCORPORATED	CL A	$309K	0.1%	619 SH	New
MCDONALDS CORP	COM	$412K	0.1%Prev: 0.1%	1,325 SH	Increased+299 SH
MERCK & CO INC	COM	$915K	0.1%Prev: 0.1%	7,609 SH	Increased+1,141 SH
META PLATFORMS INC	CL A	$1.8M	0.3%Prev: 0.3%	3,172 SH	Increased+454 SH
MICRON TECHNOLOGY INC	COM	$3.3M	0.5%Prev: 0.2%	9,889 SH	Increased+105 SH
MICROSOFT CORP	COM	$2.3M	0.4%Prev: 0.4%	6,279 SH	Increased+315 SH
MONDELEZ INTL INC	CL A	$414K	0.1%Prev: 0.1%	7,184 SH	Decreased+250 SH
MORGAN STANLEY	COM NEW	$1.3M	0.2%Prev: 0.2%	7,632 SH	Increased+700 SH
MURPHY USA INC	COM	$296K	0.0%Prev: 0.1%	600 SH	Increased
NETFLIX INC.	COM	$561K	0.1%	5,831 SH	New
NEXTERA ENERGY INC	COM	$294K	0.0%Prev: 0.0%	3,169 SH	Increased-126 SH
NIKE INC	CL B	$293K	0.0%Prev: 0.1%	5,549 SH	Decreased-46 SH
NORTHROP GRUMMAN CORP	COM	$540K	0.1%Prev: 0.1%	791 SH	Increased+50 SH
NVIDIA CORPORATION	COM	$5.6M	0.9%Prev: 0.6%	31,902 SH	Increased+5,061 SH
PALO ALTO NETWORKS INC	COM	$1.0M	0.2%Prev: 0.1%	6,471 SH	Increased+2,812 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.2%Prev: 0.3%	8,620 SH	Increased
QUALCOMM INC	COM	$292K	0.0%	2,268 SH	New
REGIONS FINANCIAL CORP NEW	COM	$263K	0.0%Prev: 0.0%	10,083 SH	Increased
SALESFORCE INC	COM	$427K	0.1%Prev: 0.1%	2,290 SH	Decreased+575 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$467K	0.1%	18,221 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.2%Prev: 0.3%	56,302 SH	Decreased-8,210 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$1.4M	0.2%	29,469 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	0.5%	55,011 SH	New
STARBUCKS CORP	COM	$386K	0.1%Prev: 0.1%	4,307 SH	Increased+487 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$5.5M	0.9%	11,785 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$78.3M	12.8%	120,444 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$27.3M	4.5%	44,274 SH	New
TERADYNE INC	COM	$599K	0.1%	2,020 SH	New
TESLA INC	COM	$1.1M	0.2%Prev: 0.1%	2,979 SH	Increased+93 SH
THERMO FISHER SCIENTIFIC INC	COM	$212K	0.0%Prev: 0.1%	432 SH	Decreased-100 SH
ULTA BEAUTY INC	COM	$262K	0.0%	501 SH	New
UNION PAC CORP	COM	$732K	0.1%Prev: 0.1%	3,016 SH	Increased
UNITED PARCEL SVCS INC	CL B	$228K	0.0%	2,313 SH	New
US BANCORP	COM NEW	$812K	0.1%	15,616 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$487K	0.1%Prev: 0.1%	1,195 SH	Increased+3 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$384K	0.1%Prev: 0.1%	1,885 SH	Increased+41 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$314K	0.1%Prev: 0.0%	2,508 SH	Increased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$282K	0.0%Prev: 0.0%	2,770 SH	Increased
VANGUARD BD INDEX FDS	INTERMED TERM	$9.5M	1.6%Prev: 1.2%	123,086 SH	Increased+41,234 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.0M	1.6%Prev: 2.1%	127,053 SH	Decreased-15,159 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.2%Prev: 0.1%	2,386 SH	Increased+329 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$386K	0.1%	1,292 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.3%Prev: 0.4%	7,102 SH	Decreased-1,445 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$6.3M	1.0%Prev: 0.7%	71,220 SH	Increased+29,762 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$61.7M	10.1%Prev: 7.0%	103,300 SH	Increased+32,496 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$942K	0.2%Prev: 0.2%	4,334 SH	Increased+71 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	0.8%Prev: 0.9%	18,408 SH	Increased-1,612 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$852K	0.1%Prev: 0.1%	2,818 SH	Increased-59 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.3%Prev: 0.3%	5,366 SH	Increased+68 SH
VANGUARD INDEX FDS	VALUE ETF	$295K	0.0%	1,505 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.3M	2.0%Prev: 1.6%	227,449 SH	Increased+42,512 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.3M	1.7%Prev: 1.8%	70,413 SH	Increased-10,559 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	0.5%Prev: 0.0%	39,363 SH	Increased+36,709 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.2%Prev: 0.2%	4,683 SH	Decreased-1,254 SH
VANGUARD STAR FDS	VG TL INTL STK F	$294K	0.0%Prev: 0.0%	3,817 SH	Increased-107 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.2M	2.0%Prev: 2.1%	190,823 SH	Increased-25,696 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.9M	1.6%	66,512 SH	New
VANGUARD WORLD FD	ESG INTL STK ETF	$413K	0.1%Prev: 0.1%	5,764 SH	Increased-990 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.0M	0.2%Prev: 0.1%	8,996 SH	Increased+2,650 SH
VERIZON COMMUNICATIONS INC	COM	$300K	0.0%Prev: 0.1%	5,968 SH	Decreased-1,774 SH
WALMART INC	COM	$725K	0.1%Prev: 0.1%	5,835 SH	Increased+2,323 SH
ZEVRA THERAPEUTICS INC	COM NEW	$576K	0.1%Prev: 0.0%	61,842 SH	Increased+32,792 SH

Sold (vs prior filing)

ABBOTT LABS — $225K
AMEREN CORP — $253K
BLACKROCK ETF TRUST II — $379K
COSTCO WHSL CORP NEW — $1.0M
DISCOVER FINL SVCS — $1.7M
DOMINOS PIZZA INC — $238K
EA SERIES TRUST — $7.2M
HEICO CORP NEW — $207K
INNOVATOR ETFS TRUST — $399K
INNOVATOR ETFS TRUST — $351K
INNOVATOR ETFS TRUST — $1.4M
INVESCO EXCHANGE TRADED FD T — $209K
ISHARES TR — $14.3M
JPMORGAN CHASE & CO. — $2.1M
LISTED FD TR — $216K
MERCADOLIBRE INC — $203K
NETFLIX INC — $297K
SPDR DOW JONES INDL AVERAGE — $5.3M
SPDR INDEX SHS FDS — $851K
SPDR S&P 500 ETF TR — $63.3M
… and 11 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