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: $725.4M165 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$223K	0.0%	2,453 SH	New
ABBVIE INC	COM	$1.3M	0.2%Prev: 0.2%	5,259 SH	Increased+359 SH
ADVANCED MICRO DEVICES INC	COM	$287K	0.0%	494 SH	New
ALLSTATE CORP	COM	$348K	0.0%Prev: 0.1%	1,463 SH	Decreased-316 SH
ALPHABET INC	CAP STK CL A	$4.6M	0.6%Prev: 0.4%	12,955 SH	Increased
ALPHABET INC	CAP STK CL C	$1.7M	0.2%Prev: 0.1%	4,802 SH	Increased-71 SH
ALTRIA GROUP INC	COM	$613K	0.1%Prev: 0.1%	8,525 SH	Increased
AMAZON COM INC	COM	$2.7M	0.4%Prev: 0.4%	11,249 SH	Increased-84 SH
AMEREN CORP	COM	$333K	0.0%Prev: 0.0%	2,949 SH	Increased+425 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.2%Prev: 0.2%	4,249 SH	Increased+16 SH
AON PLC	SHS CL A	$461K	0.1%Prev: 0.1%	1,390 SH	Decreased
APPLE INC	COM	$19.8M	2.7%Prev: 2.4%	68,323 SH	Increased-384 SH
BANK OF AMER CORP	COM	$667K	0.1%	11,713 SH	New
BANK OF NY MELLON CORP	COM	$868K	0.1%	5,999 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	0.3%Prev: 0.3%	4,417 SH	Increased+791 SH
CAPITAL ONE FINL CORP	COM	$2.1M	0.3%Prev: 0.4%	10,221 SH	Decreased-238 SH
CATERPILLAR INC	COM	$300K	0.0%	282 SH	New
CINTAS CORP	COM	$6.7M	0.9%Prev: 6.8%	39,118 SH	Decreased-141,254 SH
CISCO SYS INC	COM	$991K	0.1%Prev: 0.1%	8,434 SH	Increased+129 SH
CITIGROUP INC	COM NEW	$868K	0.1%Prev: 0.1%	6,198 SH	Increased
COCA COLA CO	COM	$375K	0.1%Prev: 0.0%	4,613 SH	Increased+511 SH
CORNING INC	COM	$2.8M	0.4%Prev: 0.1%	11,147 SH	Increased+60 SH
COSTCO WHOLESALE CORPORATION	COM	$1.0M	0.1%	1,095 SH	New
CROWDSTRIKE HLDGS INC	CL A	$394K	0.1%Prev: 0.1%	517 SH	Increased-77 SH
CSX CORP	COM	$291K	0.0%Prev: 0.0%	6,126 SH	Decreased-2,850 SH
DEERE & CO	COM	$209K	0.0%	329 SH	New
DELL TECHNOLOGIES INC	CL C	$351K	0.0%	813 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$416K	0.1%Prev: 0.1%	10,341 SH	Decreased-4,142 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$241K	0.0%Prev: 0.0%	8,306 SH	Increased+202 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	0.1%Prev: 0.1%	19,152 SH	Increased-184 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$406K	0.1%Prev: 0.1%	11,588 SH	Decreased-2,111 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$7.9M	1.1%	177,675 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$1.0M	0.1%	12,634 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.2M	0.3%Prev: 0.3%	40,523 SH	Increased-658 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.0M	0.1%Prev: 0.1%	12,394 SH	Increased+142 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.7M	0.2%Prev: 0.2%	24,489 SH	Increased-1,555 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.8M	0.2%Prev: 0.3%	48,904 SH	Increased-2,848 SH
DISNEY WALT CO	COM	$474K	0.1%Prev: 0.1%	4,921 SH	Decreased-27 SH
DRAFTKINGS INC NEW	COM CL A	$202K	0.0%Prev: 0.1%	8,002 SH	Decreased-100 SH
EA SERIES TRUST	BRID OMN SMA ETF	$3.1M	0.4%	105,525 SH	New
EA SERIES TRUST	CAMB US EQUA ETF	$293K	0.0%	5,248 SH	New
EA SERIES TRUST	TOWLE VALUE ETF	$202K	0.0%	6,312 SH	New
ELECTRONIC ARTS INC	COM	$413K	0.1%Prev: 0.1%	2,016 SH	Increased
ELI LILLY & CO	COM	$984K	0.1%Prev: 0.1%	820 SH	Increased+15 SH
EMERSON ELEC CO	COM	$277K	0.0%Prev: 0.0%	1,936 SH	Increased+46 SH
EXXON MOBIL CORP	COM	$2.8M	0.4%Prev: 0.4%	20,402 SH	Increased+618 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$224K	0.0%Prev: 0.1%	4,393 SH	Decreased+1,067 SH
FORTUNE BRANDS INNOVATIONS I	COM	$360K	0.0%Prev: 0.1%	6,564 SH	Increased-170 SH
GE AEROSPACE	COM NEW	$251K	0.0%	671 SH	New
GE VERNOVA INC	COM	$210K	0.0%	179 SH	New
HEICO CORP NEW	COM	$255K	0.0%Prev: 0.0%	717 SH	Increased-57 SH
HOME DEPOT INC	COM	$897K	0.1%Prev: 0.2%	2,543 SH	Decreased-92 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$37.3M	5.1%Prev: 4.5%	123,215 SH	Increased+4,942 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.7M	0.4%Prev: 0.3%	134,967 SH	Increased+47,078 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.2%Prev: 1.0%	5,601 SH	Decreased-28,769 SH
INVESCO QQQ TR	UNIT SER 1	$47.3M	6.5%Prev: 6.6%	64,281 SH	Increased-6,969 SH
ISHARES INC	CORE MSCI EMKT	$781K	0.1%Prev: 0.1%	9,423 SH	Increased-264 SH
ISHARES TR	0-3 MTH TREASURY	$615K	0.1%	6,111 SH	New
ISHARES TR	BROAD USD HIGH	$5.5M	0.8%	149,025 SH	New
ISHARES TR	CORE DIV GRWTH	$275K	0.0%	3,630 SH	New
ISHARES TR	CORE MSCI EAFE	$4.2M	0.6%	42,989 SH	New
ISHARES TR	CORE MSCI INTL	$544K	0.1%Prev: 0.1%	6,112 SH	Increased+110 SH
ISHARES TR	CORE S&P MCP ETF	$24.9M	3.4%Prev: 2.5%	322,816 SH	Increased+83,738 SH
ISHARES TR	CORE S&P SCP ETF	$55.9M	7.7%Prev: 6.4%	376,578 SH	Increased+29,357 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.2%Prev: 0.1%	7,084 SH	Increased+1,128 SH
ISHARES TR	CORE S&P500 ETF	$449K	0.1%Prev: 0.0%	599 SH	Increased+187 SH
ISHARES TR	EAFE SML CP ETF	$8.2M	1.1%Prev: 1.1%	99,986 SH	Increased+9,071 SH
ISHARES TR	ESG AWR US AGRGT	$200K	0.0%	4,227 SH	New
ISHARES TR	IBOXX HI YD ETF	$2.9M	0.4%Prev: 0.8%	36,654 SH	Decreased-20,102 SH
ISHARES TR	MSCI EAFE ETF	$51.3M	7.1%Prev: 7.1%	493,375 SH	Increased+18,602 SH
ISHARES TR	MSCI EMG MKT ETF	$275K	0.0%Prev: 0.0%	4,026 SH	Increased-392 SH
ISHARES TR	NATIONAL MUN ETF	$3.1M	0.4%Prev: 0.4%	28,400 SH	Increased+7,860 SH
ISHARES TR	RUS 1000 ETF	$1.2M	0.2%Prev: 0.2%	2,974 SH	Decreased-1,392 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	0.3%Prev: 0.4%	20,359 SH	Increased+15,214 SH
ISHARES TR	RUS 1000 VAL ETF	$347K	0.0%Prev: 0.1%	1,431 SH	Increased-141 SH
ISHARES TR	RUS MID CAP ETF	$1.7M	0.2%Prev: 0.2%	15,657 SH	Increased+608 SH
ISHARES TR	RUS TP200 GR ETF	$207K	0.0%	712 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.3%Prev: 0.3%	7,522 SH	Increased+461 SH
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.2%Prev: 0.2%	9,354 SH	Increased-715 SH
ISHARES TR	S&P 500 VAL ETF	$483K	0.1%Prev: 0.1%	2,126 SH	Increased-16 SH
ISHARES TR	S&P MC 400GR ETF	$691K	0.1%Prev: 0.1%	5,884 SH	Increased+2 SH
ISHARES TR	S&P MC 400VL ETF	$592K	0.1%Prev: 0.1%	4,008 SH	Increased+3 SH
ISHARES TR	S&P SML 600 GWT	$270K	0.0%Prev: 0.0%	1,509 SH	Increased+5 SH
ISHARES TR	SELECT DIVID ETF	$7.0M	1.0%Prev: 2.5%	44,952 SH	Decreased-65,688 SH
ISHARES TR	SELECT US REIT	$15.7M	2.2%Prev: 2.4%	231,471 SH	Increased-1,706 SH
ISHARES TR	SHRT NAT MUN ETF	$1.8M	0.2%Prev: 0.2%	16,624 SH	Increased+5,209 SH
ISHARES TR	SP SMCP600VL ETF	$270K	0.0%Prev: 0.1%	1,979 SH	Decreased-2,416 SH
ISHARES TR	U.S. REAL ES ETF	$316K	0.0%Prev: 0.1%	3,089 SH	Decreased-519 SH
ISHARES TR	U.S. TECH ETF	$633K	0.1%Prev: 0.1%	2,510 SH	Increased+580 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$235K	0.0%Prev: 0.0%	4,649 SH	Increased+106 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.1%	4,757 SH	Increased+108 SH
JPMORGAN CHASE & CO	COM	$2.9M	0.4%	8,748 SH	New
LISTED FDS TR	WAHED DOW JONES	$364K	0.1%Prev: 0.0%	9,233 SH	Increased+43 SH
LUMENTUM HLDGS INC	COM	$305K	0.0%	356 SH	New
MARATHON PETE CORP	COM	$460K	0.1%Prev: 0.1%	1,800 SH	Increased
MASTERCARD INCORPORATED	CL A	$318K	0.0%Prev: 0.1%	619 SH	Decreased-86 SH
MCDONALDS CORP	COM	$359K	0.0%Prev: 0.1%	1,327 SH	Decreased+10 SH
MERCK & CO INC	COM	$978K	0.1%Prev: 0.1%	7,609 SH	Increased+1,026 SH
META PLATFORMS INC	CL A	$1.8M	0.2%Prev: 0.4%	3,172 SH	Decreased-51 SH
MICRON TECHNOLOGY INC	COM	$11.0M	1.5%Prev: 0.2%	9,542 SH	Increased-313 SH
MICROSOFT CORP	COM	$2.4M	0.3%Prev: 0.5%	6,335 SH	Decreased+30 SH
MONDELEZ INTL INC	CL A	$416K	0.1%Prev: 0.1%	7,184 SH	Decreased
MORGAN STANLEY	COM NEW	$1.6M	0.2%Prev: 0.2%	7,632 SH	Increased
MURPHY USA INC	COM	$323K	0.0%Prev: 0.0%	600 SH	Increased
NEBIUS GROUP N.V.	SHS CLASS A	$394K	0.1%	1,428 SH	New
NETFLIX INC.	COM	$416K	0.1%	5,831 SH	New
NEXTERA ENERGY INC	COM	$278K	0.0%Prev: 0.0%	3,169 SH	Increased-127 SH
NIKE INC	CL B	$228K	0.0%Prev: 0.1%	5,557 SH	Decreased+22 SH
NORTHROP GRUMMAN CORP	COM	$403K	0.1%Prev: 0.1%	791 SH	Increased+50 SH
NVIDIA CORPORATION	COM	$6.4M	0.9%Prev: 0.8%	31,931 SH	Increased+714 SH
PALO ALTO NETWORKS INC	COM	$2.2M	0.3%Prev: 0.2%	6,471 SH	Increased-217 SH
PHILIP MORRIS INTL INC	COM	$1.6M	0.2%Prev: 0.3%	8,620 SH	Decreased
QUALCOMM INC	COM	$419K	0.1%Prev: 0.1%	2,268 SH	Increased+3 SH
REGIONS FINANCIAL CORP NEW	COM	$305K	0.0%Prev: 0.0%	10,083 SH	Increased
REPLIMUNE GROUP INC	COM	$111K	0.0%	10,000 SH	New
SALESFORCE INC	COM	$359K	0.0%Prev: 0.1%	2,290 SH	Decreased+74 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$504K	0.1%	17,139 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.2%Prev: 0.2%	52,010 SH	Decreased-8,021 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$202K	0.0%	1,062 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$295K	0.0%	5,701 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$1.3M	0.2%	26,548 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$403K	0.1%	8,401 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$2.6M	0.4%	44,529 SH	New
STARBUCKS CORP	COM	$440K	0.1%Prev: 0.1%	4,307 SH	Increased-18 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$6.2M	0.8%	11,796 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$90.5M	12.5%	121,150 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$30.9M	4.3%	43,944 SH	New
TERADYNE INC	COM	$977K	0.1%	2,020 SH	New
TESLA INC	COM	$1.3M	0.2%Prev: 0.2%	2,979 SH	Increased-152 SH
THERMO FISHER SCIENTIFIC INC	COM	$217K	0.0%Prev: 0.0%	432 SH	Decreased-119 SH
ULTA BEAUTY INC	COM	$226K	0.0%Prev: 0.0%	501 SH	Decreased
UNION PAC CORP	COM	$820K	0.1%Prev: 0.1%	3,016 SH	Increased-10 SH
UNITED PARCEL SVCS INC	CL B	$249K	0.0%	2,313 SH	New
US BANCORP	COM NEW	$943K	0.1%	15,616 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$593K	0.1%Prev: 0.1%	7,172 SH	Increased+5,980 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$413K	0.1%Prev: 0.1%	1,885 SH	Increased+1 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$367K	0.1%Prev: 0.0%	2,508 SH	Increased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$316K	0.0%Prev: 0.0%	2,770 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$243K	0.0%	1,586 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$222K	0.0%	1,891 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$10.2M	1.4%Prev: 1.2%	132,427 SH	Increased+36,236 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.3M	1.4%Prev: 1.8%	131,806 SH	Decreased-3,757 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.2%Prev: 0.2%	14,155 SH	Increased+11,811 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$628K	0.1%	1,826 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.3%Prev: 0.4%	28,497 SH	Decreased+19,809 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.2M	0.7%Prev: 0.7%	54,019 SH	Increased+4,024 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$77.1M	10.6%Prev: 7.9%	112,189 SH	Increased+29,511 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.1%Prev: 0.1%	4,337 SH	Increased+20 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.6M	0.8%Prev: 0.8%	18,360 SH	Increased-2,373 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.0M	0.1%Prev: 0.1%	2,818 SH	Increased-31 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.3%Prev: 0.3%	5,278 SH	Increased+122 SH
VANGUARD INDEX FDS	VALUE ETF	$324K	0.0%Prev: 0.0%	1,487 SH	Increased+101 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.3M	1.8%Prev: 1.9%	222,382 SH	Increased-5,103 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.9M	1.5%Prev: 1.8%	70,424 SH	Increased-8,118 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$216K	0.0%Prev: 0.0%	3,671 SH	Increased+143 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.0M	0.5%Prev: 0.1%	50,219 SH	Increased+41,205 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.2%Prev: 0.2%	5,130 SH	Increased-462 SH
VANGUARD STAR FDS	VG TL INTL STK F	$321K	0.0%Prev: 0.0%	3,756 SH	Increased-22 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.9M	1.9%Prev: 2.1%	194,702 SH	Increased-22,363 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$13.7M	1.9%	86,797 SH	New
VANGUARD WORLD FD	ESG INTL STK ETF	$501K	0.1%Prev: 0.1%	6,088 SH	Increased-336 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.2M	0.2%Prev: 0.1%	9,208 SH	Increased+2,851 SH
VERIZON COMMUNICATIONS INC	COM	$253K	0.0%Prev: 0.1%	5,969 SH	Decreased-2,071 SH
WALMART INC	COM	$661K	0.1%Prev: 0.1%	5,835 SH	Increased+2,234 SH
ZEVRA THERAPEUTICS INC	COM NEW	$887K	0.1%Prev: 0.0%	61,842 SH	Increased+32,792 SH

Sold (vs prior filing)

ABBOTT LABS — $333K
BANK AMERICA CORP — $559K
BANK NEW YORK MELLON CORP — $547K
BLACKROCK ETF TRUST II — $376K
CARVANA CO — $224K
CORTEVA INC — $203K
COSTCO WHSL CORP NEW — $1.1M
DIMENSIONAL ETF TRUST — $6.6M
DIMENSIONAL ETF TRUST — $867K
DOMINOS PIZZA INC — $233K
EA SERIES TRUST — $7.4M
EA SERIES TRUST — $2.4M
HONEYWELL INTL INC — $454K
INNOVATOR ETFS TRUST — $414K
INNOVATOR ETFS TRUST — $363K
INNOVATOR ETFS TRUST — $1.5M
INVESCO EXCHANGE TRADED FD T — $247K
ISHARES TR — $764K
JPMORGAN CHASE & CO. — $2.5M
MERCADOLIBRE INC — $264K
… and 15 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