IFP Advisors, Inc reported 3,131 positions worth $2.43B for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 152 new positions, added to 1,069, trimmed 1,245 and exited 87. Its largest holding is Apple Inc. at 6.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MO Altria Group, Inc. | +199.3K | +408.0% | $13.42M | 0.687% |
| MRVL Marvell Technology, Inc. | +45.1K | +264.2% | $11.92M | 0.675% |
| UBER Uber Technologies, Inc | +110.8K | +77.0% | $7.59M | 0.717% |
| FISV Fiserv Inc | +159.8K | +92.1% | $7.22M | 0.619% |
| Z Zillow Group, Inc. | +231.0K | +97.0% | $6.27M | 0.523% |
| SCHW Schwab Charles Corp | +58.3K | +93.1% | $5.70M | 0.486% |
| SPCX Space Exploration Technologies Corp | +32.2K | +61.0% | $4.85M | 0.526% |
| NFLX Netflix Inc | +66.2K | +26.1% | $4.60M | 0.914% |
| META Meta Platforms, Inc. | +5,943 | +14.3% | $4.31M | 1.41% |
| ABT Abbott Laboratories | +41.9K | +17.9% | $4.14M | 1.12% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | -158.7K | -28.6% | $12.40M | 1.27% |
| DD DuPont de Nemours, Inc. | -90.1K | -73.7% | $11.70M | 0.171% |
| AAPL Apple Inc. | -19.7K | -4.1% | $6.56M | 6.37% |
| KGC Kinross Gold Corp | -225.2K | -98.9% | $5.42M | <0.01% |
| GFI Gold Fields Ltd | -140.7K | -97.6% | $5.08M | <0.01% |
| ADBE Adobe Inc. | -14.7K | -62.0% | $3.53M | 0.089% |
| HON Honeywell International Inc | -13.5K | -65.8% | $2.85M | 0.061% |
| MA Mastercard Inc | -5,051 | -23.4% | $2.79M | 0.375% |
| PANW Palo Alto Networks Inc | -5,846 | -5.0% | $2.32M | 1.8% |
| HD Home Depot, Inc. | -7,951 | -18.6% | $2.26M | 0.407% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CCXI Churchill Capital Corp XI | +20.0K | $232.40K | <0.01% |
| PLTM GraniteShares Platinum Trust | +5,819 | $95.08K | <0.01% |
| CHYM Chime Financial, Inc. | +2,734 | $72.83K | <0.01% |
| PALL abrdn Palladium ETF Trust | +1,759 | $38.36K | <0.01% |
| ADIG Adi Global Distribution Inc. | +1,977 | $35.43K | <0.01% |
| JACK Jack In The Box Inc | +1,779 | $23.52K | <0.01% |
| KGS Kodiak Gas Services, Inc. | +400 | $21.19K | <0.01% |
| MBGL Mobility Global Inc. | +1,064 | $18.25K | <0.01% |
| ETHB iShares Staked Ethereum Trust ETF | +415 | $14.26K | <0.01% |
| PURR Hyperliquid Strategies Inc | +1,012 | $12.42K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SCO ProShares Trust II | -5,761 | $201.75K | <0.01% |
| DGP Deutsche Bank Aktiengesellschaft | -825 | $107.38K | <0.01% |
| IMCR Immunocore Holdings plc | -2,749 | $87.28K | <0.01% |
| TAYD Taylor Devices, Inc. | -380 | $22.30K | <0.01% |
| DLO dLocal Ltd | -1,357 | $17.63K | <0.01% |
| TCOM Trip.com Group Ltd | -437 | $17.41K | <0.01% |
| WAY Waystar Holding Corp. | -839 | $17.23K | <0.01% |
| GLBE Global-E Online Ltd. | -483 | $16.78K | <0.01% |
| CLBT Cellebrite DI Ltd. | -1,000 | $14.60K | <0.01% |
| ULS UL Solutions Inc. | -133 | $13.55K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 465.3K | $154.94M | 6.37% | -19.7K | -4.1% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 662.7K | $151.36M | 6.22% | -1,041 | -0.2% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 184.2K | $94.48M | 3.88% | +3,752 | +2.1% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 339.4K | $84.56M | 3.47% | +11.1K | +3.4% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 190.7K | $64.98M | 2.67% | +2,651 | +1.4% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 169.0K | $58.13M | 2.39% | +695 | +0.4% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 79.6K | $48.71M | 2% | -838 | -1.0% | Reduced | 0% |
| 8 | PANW Palo Alto Networks Inc | Technology | 110.5K | $43.91M | 1.8% | -5,846 | -5.0% | Reduced | 0.01% |
| 9 | META Meta Platforms, Inc. | Technology | 47.4K | $34.39M | 1.41% | +5,943 | +14.3% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 94.6K | $33.23M | 1.37% | +6,729 | +7.7% | Added | 0% |
| 11 | IAU Ishares Gold Trust | Others | 396.4K | $30.96M | 1.27% | -158.7K | -28.6% | Reduced | 0.05% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 185.7K | $30.22M | 1.24% | +14.4K | +8.4% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 59.5K | $29.61M | 1.22% | +4,684 | +8.6% | Added | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 30.7K | $27.94M | 1.15% | +1,059 | +3.6% | Added | 0.01% |
| 15 | ABT Abbott Laboratories | Healthcare | 276.0K | $27.28M | 1.12% | +41.9K | +17.9% | Added | 0.02% |
Tip. Select a row to see that position’s full history at IFP Advisors.
As of its Q3 2026 13F filing, IFP Advisors, Inc’s five largest positions were Apple Inc. (AAPL) at 6.4%, Nvidia Corp (NVDA) at 6.2%, Microsoft Corp (MSFT) at 3.9%, Amazon Com Inc (AMZN) at 3.5%, Alphabet Inc. (GOOG) at 2.7% of the reported portfolio.
IFP Advisors, Inc reported a 13F portfolio worth $2.43B across 3,131 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Altria Group, Inc. ($13.42M), Marvell Technology, Inc. ($11.92M), Uber Technologies, Inc ($7.59M). It opened 152 new positions.
Its largest sales by value were Ishares Gold Trust ($12.40M), DuPont de Nemours, Inc. ($11.70M), Apple Inc. ($6.56M). It exited 87 positions entirely.
From the Form 13F-HR reports IFP Advisors, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.