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IFP Advisors, Inc

Period ended Sep 30, 2026 · Latest filing Oct 16, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $5,859,128,614

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · cs · 037833100 · shares: $154,943,882
  2. NVIDIA CORPORATION · cs · 67066G104 · shares: $151,355,876
  3. MICROSOFT CORP · cs · 594918104 · shares: $94,483,361
  4. INVESCO QQQ TR · cs · 46090E103 · shares: $88,210,915
  5. VANGUARD INDEX FDS · cs · 922908736 · shares: $86,734,750
  6. AMAZON COM INC · cs · 023135106 · shares: $84,559,517
  7. ALPHABET INC · cs · 02079K107 · shares: $64,976,733
  8. STATE STR SPDR S&P 500 ETF T · cs · 78462F103 · shares: $59,514,120
  9. ALPHABET INC · cs · 02079K305 · shares: $58,134,036
  10. SPDR SERIES TRUST · cs · 78464A854 · shares: $57,139,780

Reported holdings

5,256 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CAPITAL GROUP INTERNATIONALmc14021T102 — 186,653 shares $6,715,775
FIRST TR EXCHANGE-TRADED FDmc33738D788 — 339,981 shares $6,711,225
INVESCO EXCHANGE TRADED FD Tmc46137V241 — 79,487 shares $6,683,267
FIRST TR EXCHNG TRADED FD VImc33740F839 — 125,779 shares $6,627,623
SPDR SERIES TRUSTcs78464A649 — 271,465 shares $6,612,887
ISHARES TRcs464288679 — 59,494 shares $6,563,378
J P MORGAN EXCHANGE TRADED Fmc46641Q399 — 47,609 shares $6,550,046
PARKER-HANNIFIN CORPcs701094104 — 6,813 shares $6,509,276
ISHARES TRmc46436E205 — 285,607 shares $6,480,423
NEWMONT CORPcs651639106 — 56,036 shares $6,463,192
ISHARES TRcs464287168 — 42,211 shares $6,419,027
MCKESSON CORPcs58155Q103 — 7,514 shares $6,415,528
ISHARES TRcs464288448 — 151,760 shares $6,402,754
LAM RESEARCH CORPcs512807306 — 19,275 shares $6,332,030
TIDAL TRUST IImc88636R479 — 222,246 shares $6,267,337
ISHARES TRmc46434V878 — 123,761 shares $6,237,554
SCHWAB STRATEGIC TRcs808524805 — 224,238 shares $6,159,818
DEERE & COcs244199105 — 9,169 shares $6,157,442
ISHARES TRcs464287614 — 48,572 shares $6,084,129
GE VERNOVA INCcs36828A101 — 6,385 shares $6,068,879
ISHARES INCmc46434G772 — 53,505 shares $6,040,714
SELECT SECTOR SPDR TRcs81369Y704 — 36,016 shares $6,013,952
AMERICAN EXPRESS COcs025816109 — 19,689 shares $5,987,425
AURINIA PHARMACEUTICALS INCcs05156V102 — 368,966 shares $5,975,404
ISHARES TRcs464287879 — 46,535 shares $5,961,134
TEXAS INSTRS INCcs882508104 — 21,256 shares $5,953,593
VANGUARD MUN BD FDSmc922907746 — 124,180 shares $5,881,165
SIXTH STREET SPECIALTY LENDIcs83012A109 — 320,671 shares $5,778,491
ASML HLDG NVcsN07059210 — 3,172 shares $5,746,617
TEVA PHARMACEUTICAL INDS LTDcsM8769Q102 — 143,876 shares $5,697,490
GE AEROSPACEcs369604301 — 18,227 shares $5,692,110
FIDELITY COVINGTON TRUSTmc316092352 — 89,800 shares $5,676,258
ISHARES INCmc46434G764 — 57,193 shares $5,666,682
ISHARES TRcs464288653 — 61,332 shares $5,652,970
INTUITIVE SURGICAL INCcs46120E602 — 13,835 shares $5,625,726
SNOWFLAKE INCcs833445109 — 16,551 shares $5,620,058
UNITED PARCEL SVCS INCcs911312106 — 59,589 shares $5,567,996
VANGUARD INDEX FDScs922908538 — 18,927 shares $5,528,577
DISNEY WALT COcs254687106 — 52,172 shares $5,472,843
BLACKROCK INCcs09290D101 — 5,138 shares $5,437,494
ISHARES TRmc46434V621 — 71,385 shares $5,381,715
WELLS FARGO & COcs949746101 — 67,037 shares $5,366,312
JANUS DETROIT STR TRmc47103U852 — 126,971 shares $5,365,794
ISHARES TRmc46436E726 — 252,651 shares $5,341,042
ISHARES TRmc46434V613 — 121,053 shares $5,337,227
TEVA PHARMACEUTICAL INDS LTDcs881624209 — 143,891 shares $5,336,917
INVESCO EXCH TRADED FD TR IImc46138G649 — 17,482 shares $5,325,716
FIDELITY MERRIMACK STR TRmc316188309 — 122,635 shares $5,310,096
DIAMONDBACK ENERGY INCcs25278X109 — 28,758 shares $5,286,008
HARBOR ETF TRUSTmc41151J505 — 149,774 shares $5,281,031
LISTED FDS TRmc53656F623 — 105,143 shares $5,271,870
MERCADOLIBRE INCcs58733R102 — 3,023 shares $5,225,346
VANGUARD SCOTTSDALE FDSmc92206C680 — 40,486 shares $5,219,860
FRANKLIN TEMPLETON ETF TRmc35473P884 — 90,545 shares $5,200,905
CARRIER GLOBAL CORPORATIONcs14448C104 — 94,531 shares $5,185,971
ISHARES TRmc46435G102 — 45,739 shares $5,165,534
LOCKHEED MARTIN CORPcs539830109 — 10,028 shares $5,106,759
OMEGA HEALTHCARE INVS INCcs681936100 — 109,596 shares $5,075,391
ACTIVE GROWTHmc46654Q609 — 52,391 shares $5,059,923
AMPHENOL CORPcs032095101 — 59,966 shares $5,055,134
ISHARES TRcs464288414 — 49,862 shares $5,041,048
FIRST TR EXCHNG TRADED FD VImc33740F821 — 114,113 shares $5,038,089
FIRST TR EXCHNG TRADED FD VImc33740F755 — 133,306 shares $4,994,976
TRAVELERS COMPANIES INCcs89417E109 — 14,002 shares $4,991,853
SPDR SERIES TRUSTcs78464A672 — 182,732 shares $4,984,929
FIRST TR EXCHANGE-TRADED FDmc33738D820 — 229,301 shares $4,943,730
DUKE ENERGY CORP NEWcs26441C204 — 42,868 shares $4,887,381
KKR & CO INCcs48251W104 — 53,284 shares $4,864,829
WISDOMTREE TRmc97717X578 — 102,874 shares $4,819,647
SCHWAB STRATEGIC TRmc808524771 — 151,117 shares $4,755,652
US EQTY PWR BUFmc45782C508 — 93,721 shares $4,753,529
FIRST TR EXCHNG TRADED FD VImc33740F557 — 138,270 shares $4,741,016
FLEXSHARES TRmc33939L746 — 52,027 shares $4,732,896
MEDTRONIC PLCcsG5960L103 — 54,631 shares $4,714,109
LEGG MASON ETF INVTmc52468L505 — 111,870 shares $4,666,098
MORGAN STANLEY ETF TRUSTmc61774R767 — 95,843 shares $4,595,672
ISHARES TRmc46436E833 — 208,901 shares $4,577,021
FREEPORT MCMORAN INCcs35671D857 — 65,284 shares $4,569,880
PPL CORPcs69351T106 — 138,555 shares $4,557,074
SPDR SERIES TRUSTmc78468R606 — 201,091 shares $4,542,646
NORFOLK SOUTHN CORPcs655844108 — 14,639 shares $4,523,451
THERMO FISHER SCIENTIFIC INCcs883556102 — 6,694 shares $4,518,785
NUTRIEN LTDcs67077M108 — 64,320 shares $4,518,480
J P MORGAN EXCHANGE TRADED Fmc46641Q332 — 80,266 shares $4,512,555
ISHARES TRcs464287176 — 43,364 shares $4,511,591
BNY MELLON ETF TRUST IImc05613H100 — 133,759 shares $4,507,678
VANGUARD INDEX FDScs922908611 — 19,406 shares $4,483,368
ISHARES TRmc46434V449 — 85,028 shares $4,475,024
FIDELITY COVINGTON TRUSTmc31609A206 — 98,627 shares $4,433,284
SPDR SERIES TRUSTcs78464A359 — 43,652 shares $4,416,709
MORGAN STANLEYcs617446448 — 23,431 shares $4,406,902
MORGAN STANLEY ETF TRUSTmc61774R841 — 91,386 shares $4,403,891
INVESCO EXCHANGE TRADED FD Tmc46137V290 — 132,186 shares $4,394,457
NEXTERA ENERGY INCcs65339F101 — 57,711 shares $4,371,031
AMERICAN CENTY ETF TRmc025072810 — 32,509 shares $4,360,107
ISHARES TRcs464288281 — 47,995 shares $4,359,866
SPDR SERIES TRUSTmc78468R853 — 82,361 shares $4,353,602
HURCO COcs447324104 — 200,068 shares $4,325,470
ISHARES TRmc46435G250 — 96,111 shares $4,321,151
MARTIN MARIETTA MATLS INCcs573284106 — 8,999 shares $4,317,810