IFC & Insurance Marketing, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), IFC & Insurance Marketing, Inc. reported 759 stock positions worth $100.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 15.5% of the portfolio, followed by Fidelity High Dividend ETF (FDVV, 6.2%) and BNY Mellon Intl Eqty ETF (BKIE, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, CA
- CIK
- 0002095709
- Portfolio Value
- $100.8M (Q4 2025)
- SEC Filing
- 0002095709-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 759 stocks · $100.8M
| BIV Vanguard Intermediate-Term B | 15.47% | 200,248 | $15.6M | — |
| FDVV Fidelity High Dividend ETF | 6.16% | 109,598 | $6.2M | — |
| BKIE BNY Mellon Intl Eqty ETF | 6.13% | 66,766 | $6.2M | — |
| SPMO Invesco S&P 500 Momentum ETF | 4.95% | 41,818 | $5.0M | — |
| XLG Invesco S&P 500 Top 50 ETF | 4.72% | 80,280 | $4.8M | — |
| FTGS First Trust Grwth Strgth ETF | 4.37% | 124,788 | $4.4M | — |
| SPTS SS SPDR P St Term TSY ETF | 3.86% | 133,022 | $3.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.25% | 40,900 | $3.3M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.13% | 69,792 | $3.2M | — |
| SDVY First Trust Smid Cap Rising | 2.27% | 59,693 | $2.3M | — |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 2.24% | 24,407 | $2.3M | — |
| VSS Vanguard Ftse All Wo X-US SC | 1.58% | 11,102 | $1.6M | — |
| LMBS First Trust Low Duration Opp | 1.46% | 29,374 | $1.5M | — |
| VEU Vanguard Ftse All-World Ex-U | 1.46% | 19,956 | $1.5M | — |
| AAPL Apple Inc. | 1.15% | 4,261 | $1.2M | — |
| NVDA Nvidia Corp. | 1.15% | 6,197 | $1.2M | — |
| VGSH Vanguard Short-Term Treasury | 1.13% | 19,387 | $1.1M | — |
| SCHP Schwab U.S. Tips ETF | 1.09% | 41,581 | $1.1M | — |
| XCEM Columbia Em Core Ex-China | 1.03% | 27,119 | $1.0M | — |
| TSLA Tesla Inc. | 0.87% | 1,955 | $879K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 2,254 | $756K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 1,013 | $691K | — |
| FDEM Fidelity Emrg MRKT Multifact | 0.68% | 22,250 | $687K | — |
| CVNA Carvana Co. | 0.63% | 1,516 | $640K | — |
| WMT Walmart Inc. | 0.63% | 5,698 | $635K | — |
| GLD SPDR Gold Shares | 0.59% | 1,498 | $594K | — |
| IAU iShares Gold Trust | 0.58% | 7,178 | $583K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 2,196 | $567K | — |
| AMZN Amazon.com Inc. | 0.54% | 2,358 | $544K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 847 | $520K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.51% | 1,644 | $517K | — |
| SCHR Schwab Intermediate-Term US | 0.47% | 19,081 | $479K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.42% | 1,508 | $421K | — |
| JPST JPMorgan Ultra-Short Income | 0.41% | 8,220 | $416K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 883 | $414K | — |
| VRP Invesco Variable Rate Prefer | 0.41% | 16,966 | $413K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 4,702 | $389K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 11,652 | $382K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.37% | 4,088 | $374K | — |
| MAR Marriott International Class A | 0.36% | 1,158 | $359K | — |
| XOM Exxon Mobil Corp. | 0.35% | 2,925 | $352K | — |
| MSFT Microsoft Corp. | 0.32% | 676 | $327K | — |
| SCHG Schwab US Large-Cap Growth | 0.31% | 9,705 | $317K | — |
| BA The Boeing Co. | 0.31% | 1,454 | $316K | — |
| UNH Unitedhealth Group Inc. | 0.31% | 948 | $313K | — |
| CCL Carnival Corp. | 0.31% | 10,225 | $312K | — |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 1,736 | $309K | — |
| SOUN Soundhound AI Inc. Class A | 0.28% | 28,650 | $286K | — |
| IUS Invesco Rafi Strategic US Et | 0.25% | 4,476 | $256K | — |
| GDXJ Vaneck Junior Gold Miners | 0.24% | 2,130 | $242K | — |
| LVHI Franklin International Low V | 0.24% | 6,476 | $238K | — |
| VEA Vanguard Ftse Developed ETF | 0.23% | 3,753 | $234K | — |
| FTCS First Trust Capital Strength | 0.21% | 2,324 | $215K | — |
| BND Vanguard Total Bond Market | 0.20% | 2,784 | $206K | — |
| FICS FT International Dev Cap STR | 0.20% | 5,084 | $204K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 1,833 | $202K | — |
| IJH iShares Core S&P Midcap ETF | 0.20% | 3,046 | $201K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.19% | 872 | $196K | — |
| ITB iShares U.S. Home Constructi | 0.19% | 2,015 | $194K | — |
| SCHD Schwab US DVD Equity ETF | 0.19% | 6,892 | $189K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 368 | $185K | — |
| PGX Invesco Preferred ETF | 0.18% | 16,059 | $181K | — |
| HWM Howmet Aerospace Inc. | 0.17% | 849 | $174K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 1,798 | $174K | — |
| HII Huntington Ingalls Industrie | 0.17% | 508 | $173K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 1,414 | $169K | — |
| FSLR First Solar Inc. | 0.16% | 634 | $166K | — |
| GDX Vaneck Gold Miners ETF | 0.16% | 1,910 | $164K | — |
| CVX Chevron Corp. | 0.16% | 1,051 | $160K | — |
| JPM JPMorgan Chase & Co. | 0.15% | 485 | $156K | — |
| A Agilent Technologies Inc. | 0.15% | 1,137 | $155K | — |
| VXUS Vanguard Total Intl Stock | 0.15% | 2,054 | $155K | — |
| KEYS Keysight Technologies Inc. | 0.15% | 752 | $153K | — |
| COIN Coinbase Global Inc. Class A | 0.15% | 673 | $152K | — |
| VGK Vanguard Ftse Europe ETF | 0.15% | 1,791 | $150K | — |
| IVV iShares Core S&P 500 ETF | 0.15% | 214 | $147K | — |
| FIXD First Trust Smith Opportunis | 0.14% | 3,223 | $143K | — |
| ISCF iShares International Small | 0.14% | 3,453 | $143K | — |
| GLDM SPDR Gold Minishares Trust | 0.14% | 1,657 | $141K | — |
| FANG Diamondback Energy Inc. | 0.14% | 932 | $140K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 285 | $139K | — |
| T AT&T Inc. | 0.14% | 5,555 | $138K | — |
| KIE SS SPDR S&P Insurance ETF | 0.13% | 2,260 | $136K | — |
| IEMG iShares Core MSCI Emerging | 0.13% | 1,978 | $133K | — |
| AGG iShares Core U.S. Aggregate | 0.13% | 1,305 | $130K | — |
| GM General Motors Co. | 0.13% | 1,553 | $126K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 2,668 | $125K | — |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 215 | $125K | — |
| APP AppLovin Corp. Class A | 0.12% | 180 | $121K | — |
| ORCL Oracle Corp. | 0.12% | 617 | $120K | — |
| MLM Martin Marietta Materials | 0.12% | 191 | $119K | — |
| XOP SS SPDR S&P Og Exp & Prod | 0.11% | 906 | $114K | — |
| AIQ Global X Art Intel & Tech | 0.11% | 2,198 | $112K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.11% | 2,321 | $112K | — |
| RBLX Roblox Corp. Class A | 0.11% | 1,346 | $109K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.11% | 1,097 | $108K | — |
| VOO Vanguard S&P 500 ETF | 0.11% | 171 | $108K | — |
| VZ Verizon Communications Inc. | 0.11% | 2,659 | $108K | — |
| WFC Wells Fargo & Co. | 0.11% | 1,153 | $107K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.11% | 752 | $106K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.