account_balance

Investment manager · 13F filer · SEC CIK 1728319

IFG Advisory, LLC

Reported value$3.01Bas of Sep 30, 2026
Positions2,298 136 new, 196 sold out
Top 10 weight16.9%SPY alone is 2%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 2.2% Trimmed −4%
QQQ Invesco QQQ Tr 2.1% Held
SPYM SPDR Series Trust 2.0% Added +45%
AAPL Apple Inc 1.8% Held
VOO Vanguard Index FDS 1.8% Held
VTI Vanguard Index FDS 1.8% Added +4%
DFAC Dimensional ETF Trust 1.5% Added +3%
NVDA Nvidia Corporation 1.3% Added +3%
VYM Vanguard Whitehall FDS 1.2% Held
SPYG SPDR Series Trust 1.1% Added +13%
IEFA iShares Tr 1.0% Added +20%
CGDV Capital Group Dividend Value 1.0% Added +100%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • INCE $5.1M
  • EXP $2.81M
  • TSPA $2.01M
  • XBIL $1.91M
arrow_upwardAdded
  • FLHY +1602%
  • AVUV +889%
  • JBND +548%
  • CRWD +288%
arrow_downwardTrimmed
  • DIVB −44%
  • TBLL −36%
  • SPTI −34%
  • KEYS −33%
remove_circleSold out
  • WES $1.58M
  • CLIP $1.52M
  • BUFF $875K
  • ESI $715K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast