IFG Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), IFG Advisors, LLC reported 149 stock positions worth $519.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 7.3%) and Cintas (CTAS, 7.1%). Compared with Q4 2024, it opened 9 new positions, sold out of 4, added to 53 and reduced 39. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +1281%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0001783412
- Portfolio Value
- $519.2M (Q1 2025)
- SEC Filing
- 0001085146-25-001924 ↗ filed Apr 8, 2025
Holdings Value
Holdings 149 stocks · $519.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.20% | 113,188 | $63.3M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 7.27% | 461,863 | $37.7M | Add +3.4% |
| CTAS Cintas Corp. | 7.14% | 180,371 | $37.1M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 7.01% | 70,804 | $36.4M | Add +14.7% |
| QQQ Invesco QQQ Trust Series 1 | 6.48% | 71,727 | $33.6M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 5.88% | 291,959 | $30.5M | Add +31.8% |
| MDY State Street SPDR S&P Midcap | 4.77% | 46,397 | $24.8M | Add +4.5% |
| QQQM Invesco Nasdaq 100 ETF | 4.09% | 110,021 | $21.2M | Add +13.8% |
| DVY iShares Select Dividend ETF | 2.96% | 114,448 | $15.4M | Add +5.1% |
| AAPL Apple Inc. | 2.75% | 64,280 | $14.3M | Add +0.1% |
| ICF iShares Select U.S. REIT ETF | 2.75% | 231,777 | $14.3M | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 2.20% | 195,418 | $11.4M | Add +16.1% |
| BSV Vanguard Short-Term Bond ETF | 2.14% | 142,212 | $11.1M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 2.12% | 216,519 | $11.0M | Reduce -0.5% |
| VSS Vanguard Ftse All Wo X-US SC | 1.80% | 80,972 | $9.4M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.61% | 184,937 | $8.4M | Add +127.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.38% | 64,327 | $7.2M | Add +4.4% |
| BIV Vanguard Intermediate-Term B | 1.21% | 81,852 | $6.3M | Add +12.0% |
| DFAC Dimensional US Core Equity 2 | 1.17% | 183,507 | $6.1M | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 1.14% | 34,287 | $5.9M | Add +1281.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.02% | 12,632 | $5.3M | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.98% | 80,447 | $5.1M | Add +5.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.86% | 56,545 | $4.5M | Reduce -7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.86% | 20,020 | $4.4M | Reduce -1.4% |
| VNQ Vanguard Real Estate ETF | 0.72% | 41,458 | $3.8M | Add +9.2% |
| NVDA Nvidia Corp. | 0.56% | 26,841 | $2.9M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.47% | 20,359 | $2.4M | No change |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.44% | 118,203 | $2.3M | No change |
| MSFT Microsoft Corp. | 0.43% | 5,964 | $2.2M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 8,547 | $2.2M | Reduce -5.5% |
| MUB iShares National Muni Bond E | 0.41% | 19,980 | $2.1M | Add +30.0% |
| JPM JPMorgan Chase & Co. | 0.40% | 8,476 | $2.1M | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.39% | 49,962 | $2.0M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 3,686 | $2.0M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.38% | 12,660 | $2.0M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.35% | 9,557 | $1.8M | Reduce -2.9% |
| IWF iShares Russell 1000 Growth | 0.35% | 5,022 | $1.8M | Reduce -0.2% |
| DFS Discover Financial Services | 0.34% | 10,213 | $1.7M | No change |
| BKLN Invesco Senior Loan ETF | 0.33% | 83,342 | $1.7M | New |
| DFUV Dimensional US Marketwide Va | 0.33% | 41,500 | $1.7M | No change |
| META Meta Platforms Inc. Class A | 0.30% | 2,718 | $1.6M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 5,298 | $1.5M | Add +3.9% |
| IWM iShares Russell 2000 ETF | 0.27% | 7,043 | $1.4M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.27% | 4,569 | $1.4M | Reduce -68.5% |
| SCHH Schwab US REIT ETF | 0.27% | 64,512 | $1.4M | Reduce -2.7% |
| PM Philip Morris International | 0.26% | 8,620 | $1.4M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 16,049 | $1.4M | Add +0.4% |
| DFAX Dimensional World Ex US Core | 0.26% | 51,655 | $1.4M | Reduce -1.6% |
| DFAT Dimensional US Target Value | 0.26% | 26,044 | $1.3M | Reduce -2.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 5,937 | $1.2M | Add +0.3% |
| AXP American Express Co. | 0.22% | 4,230 | $1.1M | Reduce -1.8% |
| SUB iShares Short-Term National | 0.22% | 10,590 | $1.1M | Reduce -10.4% |
| COST Costco Wholesale Corp. | 0.20% | 1,087 | $1.0M | No change |
| ABBV Abbvie Inc. | 0.20% | 4,900 | $1.0M | No change |
| HD Home Depot Inc. | 0.19% | 2,630 | $964K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 10,067 | $934K | Reduce -2.3% |
| SGOV iShares 0-3 Month Treasury B | 0.17% | 8,551 | $861K | Reduce -11.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 23,372 | $851K | No change |
| MU Micron Technology Inc. | 0.16% | 9,784 | $850K | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 6,737 | $822K | Reduce -17.1% |
| MS Morgan Stanley | 0.16% | 6,932 | $809K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.15% | 13,277 | $803K | Add +2.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 4,263 | $794K | Add +0.1% |
| DFIV Dimensional International Va | 0.15% | 19,608 | $772K | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 2,057 | $763K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.14% | 2,886 | $748K | Reduce -15.2% |
| JNJ Johnson & Johnson | 0.14% | 4,410 | $731K | Reduce -0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 2,877 | $724K | No change |
| DFAS Dimensional US Small Cap ETF | 0.14% | 12,077 | $722K | Reduce -6.4% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 11,614 | $719K | Add +29.0% |
| UNP Union Pacific Corp. | 0.14% | 3,016 | $712K | No change |
| USB US Bancorp | 0.13% | 16,274 | $687K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 4,336 | $677K | No change |
| LLY Eli Lilly & Co. | 0.13% | 804 | $664K | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 3,659 | $624K | Add +5.9% |
| ESGV Vanguard ESG US Stock ETF | 0.12% | 6,346 | $622K | Add +2.2% |
| AON Aon PLC Class A | 0.11% | 1,466 | $585K | No change |
| MRK Merck & Co. Inc. | 0.11% | 6,468 | $581K | Add +0.9% |
| MO Altria Group Inc. | 0.10% | 8,525 | $512K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 5,999 | $503K | No change |
| CSCO Cisco Systems Inc. | 0.10% | 8,011 | $494K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 11,749 | $490K | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 5,882 | $490K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.09% | 4,005 | $480K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.09% | 10,025 | $477K | Add +0.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 6,837 | $471K | Reduce -24.3% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 6,934 | $470K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 4,738 | $468K | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.09% | 8,650 | $467K | Reduce -15.8% |
| CRM Salesforce Inc. | 0.09% | 1,715 | $460K | Add +0.9% |
| GLW Corning Inc. | 0.09% | 9,952 | $456K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 4,414 | $430K | Reduce -4.8% |
| HON Honeywell International Inc. | 0.08% | 1,951 | $413K | No change |
| FBIN Fortune Brands Innovations I | 0.08% | 6,734 | $410K | No change |
| IVE iShares S&P 500 Value ETF | 0.08% | 2,139 | $408K | Reduce -5.9% |
| C Citigroup Inc. | 0.08% | 5,713 | $406K | No change |
| AOCT In Equ D PR ETF - 2 Y O 2026 | 0.08% | 16,090 | $399K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.08% | 1,192 | $399K | Add +4.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.08% | 6,754 | $398K | Add +0.6% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.08% | 16,700 | $395K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 12.20% | −1.30 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 6.48% | −1.04 |
| IWB iShares Russell 1000 ETF | Reduce -68.5% | 0.27% | −0.66 |
| TSLA Tesla Inc. | Reduce -15.2% | 0.14% | −0.13 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.3% | 1.17% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.86% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 0.38% | −0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -7.1% | 0.86% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.35% | −0.08 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -48.3% | 0.07% | −0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.4% | 0.39% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.6% | 2.14% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.35% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -17.1% | 0.16% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.5% | 0.43% | −0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.3% | 1.80% | −0.05 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.04 |
| WH Wyndham Hotels & Resorts Inc. | Sold out | 0.00% | −0.04 |
| DFAT Dimensional US Target Value | Reduce -2.6% | 0.26% | −0.04 |
| AXP American Express Co. | Reduce -1.8% | 0.22% | −0.03 |
| SUB iShares Short-Term National | Reduce -10.4% | 0.22% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -6.4% | 0.14% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.3% | 0.18% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Reduce -11.9% | 0.17% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -24.3% | 0.09% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.15% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.30% | −0.02 |
| NKE Nike Inc. Class B | Reduce -6.2% | 0.07% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.8% | 0.08% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -15.8% | 0.09% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.09% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -2.7% | 0.27% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -5.9% | 0.08% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -6.3% | 0.07% | −0.01 |
| UMMA Wahed Dow Jones Islamic WRLD | Reduce -1.1% | 0.04% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.1% | 0.07% | −0.00 |
| DFIS Dimensional International SM | Reduce -0.3% | 0.06% | +0.00 |
| DFAX Dimensional World Ex US Core | Reduce -1.6% | 0.26% | +0.00 |
| DFIV Dimensional International Va | Reduce -1.9% | 0.15% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.14% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 2.12% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| RSP Invesco S&P 500 Equal Weight | Add +1281.4% | 1.14% | +1.06 |
| VWO Vanguard Ftse Emerging Marke | Add +127.8% | 1.61% | +0.90 |
| IJR iShares Core S&P Small-Cap E | Add +31.8% | 5.88% | +0.81 |
| CTAS Cintas Corp. | Add +0.0% | 7.14% | +0.59 |
| EFA iShares MSCI Eafe ETF | Add +3.4% | 7.27% | +0.56 |
| VOO Vanguard S&P 500 ETF | Add +14.7% | 7.01% | +0.40 |
| BKLN Invesco Senior Loan ETF | New | 0.33% | +0.33 |
| BIV Vanguard Intermediate-Term B | Add +12.0% | 1.21% | +0.12 |
| DVY iShares Select Dividend ETF | Add +5.1% | 2.96% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +16.1% | 2.20% | +0.11 |
| MUB iShares National Muni Bond E | Add +30.0% | 0.41% | +0.08 |
| SCZ iShares MSCI Eafe Small-Cap | Add +5.5% | 0.98% | +0.06 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.06% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +9.2% | 0.72% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.38% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +29.0% | 0.14% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +13.8% | 4.09% | +0.05 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | New | 0.04% | +0.04 |
| DFGR Dim Global Real Estate ETF | New | 0.04% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.04% | +0.04 |
| HEI Heico Corp. | New | 0.04% | +0.04 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | New | 0.04% | +0.04 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +4.4% | 1.38% | +0.03 |
| SHYM iShares Short Duration High | Add +52.1% | 0.07% | +0.02 |
| ICF iShares Select U.S. REIT ETF | Add +1.9% | 2.75% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.07% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +10.4% | 0.05% | +0.00 |
| AEE Ameren Corporation | Add +0.1% | 0.05% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +7.3% | 0.05% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.10% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.6% | 0.08% | +0.00 |
| MU Micron Technology Inc. | Add +0.1% | 0.16% | +0.00 |
| IYR iShares US Real Estate ETF | Add +0.3% | 0.07% | 0.00 |
| JPST JPMorgan Ultra-Short Income | Add +2.6% | 0.05% | 0.00 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.06% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +12.7% | 0.04% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.9% | 0.07% | −0.00 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.04% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +0.4% | 0.09% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.40% | −0.00 |
| RSPT Invesco S&P 500 Equal Weight | Add +1.4% | 0.04% | −0.00 |
| PANW Palo Alto Networks Inc. | Add +5.9% | 0.12% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +4.5% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Add +0.0% | 0.09% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.22% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +2.2% | 0.12% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +2.3% | 0.15% | −0.01 |
| UPS United Parcel Service Class B | Add +0.3% | 0.06% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 165 | $725.4M | SPY, VOO, IJR, EFA, QQQ |
| Q1 2026 | 149 | $610.6M | SPY, VOO, EFA, IJR, QQQ |
| Q4 2025 | 154 | $600.8M | SPY, VOO, EFA, IJR, QQQ |
| Q3 2025 | 150 | $612.9M | SPY, VOO, EFA, IJR, QQQ |
| Q2 2025 | 161 | $595.3M | SPY, VOO, EFA, CTAS, QQQ |
| Q1 2025 | 149 | $519.2M | SPY, EFA, CTAS, VOO, QQQ |
| Q4 2024 | 144 | $503.1M | SPY, QQQ, EFA, VOO, CTAS |
| Q3 2024 | 139 | $467.9M | SPY, QQQ, EFA, VOO, CTAS |
| Q2 2024 | 133 | $422.2M | SPY, QQQ, EFA, VOO, CTAS |
| Q1 2024 | 127 | $386.4M | SPY, QQQ, EFA, VOO, CTAS |