AiSiWhale

AI & tech investing

IFG Advisors, LLC

CIK 1783412

13F filing for Q2 2026・No. 3,148

Holdings
US$725.41M
Quarter change
+US$114.81M
Entries
165
Net bought (estimate)
+US$23.17M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 19
  • Sold out 3
  • Cut 35
  • Added 58
  • Corporate actions 0
  • Unchanged 53

Largest holdings

165 stocks worth US$725.41M, options and bonds left out.

StockThis quarterValueWeight
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$90.47M12.47%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$77.05M10.62%
ISHARES TRCORE S&P SCP ETFAddedUS$55.85M7.70%
EFAISHARES TRMSCI EAFE ETFAddedUS$51.25M7.07%
QQQInvesco QQQUNIT SER 1CutUS$47.34M6.53%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETFAddedUS$37.33M5.15%
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRPCutUS$30.91M4.26%
IJHISHARES TRCORE S&P MCP ETFAddedUS$24.89M3.43%
AAPLAppleCOMAddedUS$19.77M2.73%
ISHARES TRSELECT US REITCutUS$15.65M2.16%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.