Data as of Q4 2025 (Dec 31, 2025)

IFG Advisory, LLC

โ€ขCIK: 1728319โ€ขFiling: Q4 2025

**IFG Advisory, LLC** manages $2.3B across a diversified portfolio of 750 positions. The strategy exhibits significant exposure to broad market indices, notably holding $67.1M in SPY and $50.4M in VTI. Key concentrated positions include $45.3M in AAPL and $29.6M in NVDA, alongside substantial allocations to sector-specific ETFs like VOO ($37.3M) and NOBL ($36.3M). This structure suggests a core mandate focused on established market leaders and broad equity exposure.

Total AUM
$2.3B
+ $663.4K in options
QoQ Performance
+4.3%
Positions
419
+ 1 option
Top 10 Concentration
22.6%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY2.9%
NDQ2.4%
VTI2.2%
AAPL2.0%
DFAC1.6%
VOO1.6%
NOBL1.6%
VYM1.4%

๐Ÿ“ˆ Biggest Buys

SPY
SPDR S&P 500 ETF TR
+8.3%
2.9% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
+68.7%
0.4% of portfolio
CTA
SIMPLIFY EXCHANGE TRADED FUN
NEW
0.2% of portfolio
XLU
SELECT SECTOR SPDR TR
+115.1%
0.3% of portfolio
DBC
INVESCO DB COMMDY INDX TRCK
NEW
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

FTCS
FIRST TR EXCHANGE-TRADED FD
-17.2%
1.1% of portfolio
XLF
SELECT SECTOR SPDR TR
-29.3%
0.4% of portfolio
BBUS
J P MORGAN EXCHANGE TRADED F
-16.3%
0.6% of portfolio
SPTL
SPDR SERIES TRUST
-22.5%
0.4% of portfolio
GTO
INVESCO ACTIVELY MANAGED EXC
-15.5%
0.5% of portfolio

Sector Breakdown

Other74.9%
Technology8.3%
ETF6.3%
Financial3.1%
Consumer2.7%
Healthcare2.0%
Utilities0.8%
Industrial0.6%

๐Ÿšช Exited Positionssold since Q3 2025

GNTX
GENTEX CORP
SOLD
$4.2M
IGV
ISHARES TR
SOLD
$3.9M
TROW
PRICE T ROWE GROUP INC
SOLD
$3.3M
XLC
SELECT SECTOR SPDR TR
SOLD
$3.1M
ALS
ALLSTATE CORP
SOLD
$3.0M
+560 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘142 increased
โ†“56 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023