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.

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View top holdings values

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

Reported holdings

5,256 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
INVESCO EXCH TRADED FD TR II	mc	46138E875	—	28,455 shares	$1,509,253
SPDR SERIES TRUST	cs	78464A664	—	62,995 shares	$1,502,431
SPDR SERIES TRUST	mc	78468R200	—	48,684 shares	$1,501,415
ISHARES TR	mc	46436E528	—	66,630 shares	$1,501,174
SOFI TECHNOLOGIES INC	cs	83406F102	—	95,414 shares	$1,499,908
BERKSHIRE HATHAWAY INC DEL	cs	084670108	—	2 shares	$1,494,010
NEW YORK TIMES CO MTN BE	cs	650111107	—	23,444 shares	$1,493,383
US BANCORP	cs	902973304	—	25,792 shares	$1,489,746
EA SERIES TRUST	mc	02072L532	—	53,100 shares	$1,484,628
ISHARES TR	mc	46434V407	—	35,939 shares	$1,482,484
EXPEDIA GROUP INC	cs	30212P303	—	5,618 shares	$1,479,556
HONEYWELL INTL INC	cs	438516205	—	7,007 shares	$1,478,057
INVESCO EXCHANGE TRADED FD T	mc	46137V233	—	23,234 shares	$1,477,915
CONSOLIDATED EDISON INC	cs	209115104	—	14,444 shares	$1,476,321
ECOLAB INC	cs	278865100	—	5,353 shares	$1,469,827
BLACKROCK ETF TRUST	mc	09290C830	—	39,804 shares	$1,465,074
SPDR SERIES TRUST	cs	78464A367	—	71,786 shares	$1,462,999
ASTERA LABS INC	cs	04626A103	—	4,083 shares	$1,453,426
ENERGY TRANSFER L P	cs	29273V100	—	73,379 shares	$1,450,703
NEXTPOWER INC	cs	65290E101	—	18,593 shares	$1,448,952
GLOBAL X FDS	mc	37954Y673	—	27,552 shares	$1,446,480
ISHARES TR	cs	464288687	—	49,012 shares	$1,445,854
BNY MELLON ETF TRUST	mc	09661T826	—	34,402 shares	$1,442,476
OCCIDENTAL PETE CORP	cs	674599105	—	26,047 shares	$1,440,920
FIRST TR EXCHANGE-TRADED FD	cs	33734X143	—	11,020 shares	$1,440,755
INVESCO EXCHANGE TRADED FD T	mc	46137V266	—	24,637 shares	$1,438,062
CHIPOTLE MEXICAN GRILL INC	cs	169656105	—	44,872 shares	$1,433,660
APOLLO GLOBAL MGMT INC	cs	03769M106	—	12,317 shares	$1,429,511
US RESEARCH ENHN	mc	46654Q617	—	20,845 shares	$1,427,674
VANGUARD SCOTTSDALE FDS	mc	92206C102	—	24,793 shares	$1,427,085
ISHARES TR	mc	46436E825	—	67,086 shares	$1,423,900
US EQTY PWR BF	mc	45782C680	—	30,419 shares	$1,419,046
US EQTY PWR BUF	mc	45782C383	—	28,680 shares	$1,404,141
RBC BEARINGS INC	cs	75524B104	—	2,807 shares	$1,401,339
SCHWAB STRATEGIC TR	mc	808524888	—	28,057 shares	$1,395,555
FIDELITY MERRIMACK STR TR	mc	316188606	—	34,277 shares	$1,395,074
ISHARES TR	cs	464287648	—	3,889 shares	$1,387,984
VANECK ETF TRUST	mc	92189F486	—	54,104 shares	$1,384,521
VANGUARD INDEX FDS	cs	922908553	—	15,409 shares	$1,381,109
AIM ETF PRODUCTS TRUST	mc	00888H406	—	33,272 shares	$1,380,991
ISHARES TR	cs	464288372	—	22,344 shares	$1,375,497
SPDR INDEX SHS FDS	mc	78463X475	—	15,879 shares	$1,373,534
FIRST TR EXCH TRADED FD III	mc	33739P301	—	30,612 shares	$1,372,948
EVERPURE INC	cs	74624M102	—	10,449 shares	$1,366,520
SPDR SERIES TRUST	cs	78464A755	—	13,160 shares	$1,362,850
FIRST TR EXCHANGE-TRADED FD	cs	33734X135	—	22,422 shares	$1,359,222
JANUS DETROIT STR TR	mc	47103U209	—	15,197 shares	$1,357,066
GRWT100 PWR BF	mc	45782C466	—	22,293 shares	$1,352,739
FIRST TR EXCHANGE TRADED FD	mc	33738R308	—	57,319 shares	$1,352,155
CAPITAL GROUP NEW GEOGRAPHY	mc	14021N105	—	36,895 shares	$1,344,823
GOLDMAN SACHS ETF TR	mc	381430503	—	9,272 shares	$1,344,811
INVESCO ACTIVELY MANAGED EXC	mc	46090A713	—	24,440 shares	$1,342,978
INVESCO ACTIVELY MANAGED EXC	mc	46090A887	—	26,620 shares	$1,329,137
AMETEK INC	cs	031100100	—	5,359 shares	$1,327,585
INVESCO EXCHANGE TRADED FD T	mc	46137V613	—	24,340 shares	$1,324,826
VULCAN MATLS CO	cs	929160109	—	5,387 shares	$1,317,822
HP INC	cs	40434L105	—	42,008 shares	$1,314,010
CANADIAN PACIFIC KANSAS CITY	cs	13646K108	—	15,394 shares	$1,310,029
ISHARES TR	mc	46436E296	—	59,996 shares	$1,304,079
SCHWAB STRATEGIC TR	mc	808524730	—	31,073 shares	$1,301,027
VANECK ETF TRUST	mc	92189H300	—	52,380 shares	$1,300,595
BLOOM ENERGY CORP	cs	093712107	—	4,679 shares	$1,295,989
ONEOK INC NEW	cs	30609A109	—	15,119 shares	$1,289,197
ONEOK INC NEW	cs	682680103	—	15,116 shares	$1,288,941
CAPITAL GRP FIXED INCM ETF T	mc	14020Y201	—	49,562 shares	$1,285,638
WISDOMTREE TR	cs	97717W315	—	23,240 shares	$1,285,404
WELLTOWER INC	re	95040Q104	—	5,537 shares	$1,274,839
US EQTY PWR BUF	mc	45782C540	—	27,033 shares	$1,273,552
EA SERIES TRUST	mc	02072Q531	—	28,355 shares	$1,271,835
MOTOROLA SOLUTIONS INC	cs	620076307	—	2,848 shares	$1,270,123
SPDR SERIES TRUST	mc	78468R812	—	6,636 shares	$1,261,570
GLOBAL X FDS	mc	37954Y632	—	19,361 shares	$1,261,563
KIMBERLY-CLARK CORP	cs	494368103	—	12,945 shares	$1,261,231
CAPITAL GRP FIXED INCM ETF T	mc	14020Y300	—	47,901 shares	$1,256,443
NBT BANCORP INC	cs	628778102	—	25,034 shares	$1,255,705
INVESCO EXCH TRADED FD TR II	mc	46138E396	—	19,431 shares	$1,255,145
ASTRAZENECA PLC	cs	G0593M107	—	7,765 shares	$1,253,815
ISHARES TR	cs	464288638	—	24,842 shares	$1,250,795
INVESCO EXCHANGE TRADED FD T	mc	46137V258	—	10,888 shares	$1,249,180
COMFORT SYS USA INC	cs	199908104	—	754 shares	$1,247,184
WESTERN DIGITAL CORP	cs	958102105	—	2,741 shares	$1,245,675
DIMENSIONAL ETF TRUST	mc	25434V799	—	33,060 shares	$1,243,387
INTRNL DEV APRL	mc	45782C367	—	37,053 shares	$1,241,401
MARSH & MCLENNAN COS INC	cs	571748102	—	7,238 shares	$1,235,744
ARK ETF TR	mc	00214Q203	—	10,137 shares	$1,229,111
US EQTY PWR BUF	mc	45782C417	—	27,897 shares	$1,228,863
PACER FDS TR	mc	69374H857	—	23,037 shares	$1,227,411
ISHARES INC	cs	464286509	—	21,008 shares	$1,226,447
FIRST TR EXCHANGE-TRADED FD	mc	33734X192	—	7,471 shares	$1,225,169
FIRST TR EXCHANGE-TRADED FD	mc	33734X846	—	11,878 shares	$1,224,503
FIRST TR EXCHNG TRADED FD VI	mc	33740F649	—	33,093 shares	$1,221,132
FIRST TR EXCHNG TRADED FD VI	mc	33740F771	—	23,579 shares	$1,216,912
JPMORGAN CHASE FINL CO LLC	cs	48133Q309	—	35,183 shares	$1,213,462
NATIONAL FUEL GAS CO	cs	636180101	—	15,995 shares	$1,213,381
NASDAQ INC	cs	631103108	—	13,157 shares	$1,210,576
USA RARE EARTH INC	cs	91733P107	—	85,578 shares	$1,204,938
INVESCO EXCH TRD SLF IDX FD	mc	46138J353	—	51,200 shares	$1,204,864
REGENERON PHARMACEUTICALS	cs	75886F107	—	1,588 shares	$1,204,133
FIRST TR EXCHANGE TRADED FD	mc	33738R704	—	11,627 shares	$1,200,371
ISHARES TR	mc	46436E478	—	55,099 shares	$1,200,056