IFG Advisory, LLC
โขCIK: 1728319โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other74.9%
Technology8.3%
ETF6.3%
Financial3.1%
Consumer2.7%
Healthcare2.0%
Utilities0.8%
Industrial0.6%
๐ช Exited Positionssold since Q3 2025
+560 more exited positions
Changes from Q3 2025
NEW2 new positions
โ142 increased
โ56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023