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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $386.4M Q1 2024 Q2 2024: $422.2M Q2 2024 Q3 2024: $467.9M Q3 2024 Q4 2024: $503.1M Q4 2024 Q1 2025: $519.2M $519.2M Q1 2025 Q2 2025: $595.3M Q2 2025 Q3 2025: $612.9M Q3 2025 Q4 2025: $600.8M Q4 2025 Q1 2026: $610.6M Q1 2026 Q2 2026: $725.4M Q2 2026

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
NOC Northrop Grumman Corp. 0.07% 741 $379K No change
SHYM iShares Short Duration High 0.07% 16,737 $379K Add +52.1%
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.07% 15,030 $377K No change
DFAE Dimensional Emerging Core Eq 0.07% 14,490 $375K Reduce -6.3%
SBUX Starbucks Corp. 0.07% 3,820 $375K No change
APOC Inr Eqty Def P ETF - 6 M A/O 0.07% 14,875 $373K Reduce -48.3%
ALL Allstate Corp. 0.07% 1,773 $367K No change
NKE Nike Inc. Class B 0.07% 5,595 $355K Reduce -6.2%
IWD iShares Russell 1000 Value E 0.07% 1,878 $353K Reduce -0.1%
VZ Verizon Communications Inc. 0.07% 7,742 $351K Add +0.7%
ZOCT Inr Eqty Def P ETF - 1 Y Oc 0.07% 13,950 $351K No change
IYR iShares US Real Estate ETF 0.07% 3,592 $344K Add +0.3%
VOOV Vanguard S&P 500 Value ETF 0.07% 1,844 $340K Add +0.9%
DFIS Dimensional International SM 0.06% 13,013 $336K Reduce -0.3%
MCD McDonald's Corp. 0.06% 1,026 $320K No change
UPS United Parcel Service Class B 0.06% 2,816 $310K Add +0.3%
WMT Walmart Inc. 0.06% 3,512 $308K No change
WFC Wells Fargo & Co. 0.06% 4,279 $307K Add +0.0%
JAJL Innovator Edp ETF - 6M Ja 0.06% 10,995 $299K New
NFLX Netflix Inc. 0.06% 319 $297K No change
EA Electronic Arts Inc. 0.06% 2,016 $291K No change
MUSA Murphy USA Inc. 0.05% 600 $282K No change
VGIT Vanguard Intermediate-Term T 0.05% 4,538 $270K Add +10.4%
TMO Thermo Fisher Scientific Inc. 0.05% 532 $265K No change
CSX CSX Corp. 0.05% 8,976 $264K No change
MPC Marathon Petroleum Corp. 0.05% 1,800 $262K No change
IVOG Vanguard S&P Mid-Cap 400 Gro 0.05% 2,508 $259K No change
KO The Coca-Cola Co. 0.05% 3,602 $258K No change
IVOV Vanguard S&P Mid-Cap 400 Val 0.05% 2,770 $255K No change
AEE Ameren Corporation 0.05% 2,520 $253K Add +0.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.05% 3,151 $250K No change
VXUS Vanguard Total Intl Stock 0.05% 3,924 $244K Add +7.3%
DPZ Domino's Pizza Inc. 0.05% 518 $238K No change
JPST JPMorgan Ultra-Short Income 0.05% 4,648 $235K Add +2.6%
NEE Nextera Energy Inc. 0.04% 3,295 $234K Add +0.0%
IVV iShares Core S&P 500 ETF 0.04% 412 $231K No change
CI The Cigna Group 0.04% 699 $230K New
ABT Abbott Laboratories 0.04% 1,695 $225K New
RF Regions Financial Corp. 0.04% 10,083 $219K No change
ZVRA Zevra Therapeutics Inc. 0.04% 29,050 $218K No change
UMMA Wahed Dow Jones Islamic WRLD 0.04% 9,051 $216K Reduce -1.1%
DFGR Dim Global Real Estate ETF 0.04% 8,002 $210K New
VCSH Vanguard S/T Corp. Bond ETF 0.04% 2,654 $210K New
RSPT Invesco S&P 500 Equal Weight 0.04% 6,120 $209K Add +1.4%
FBTC Fidelity Wise Origin Bitcoin 0.04% 2,886 $208K Add +12.7%
HEI Heico Corp. 0.04% 774 $207K New
EMR Emerson Electric Co. 0.04% 1,874 $205K No change
MELI MercadoLibre Inc. 0.04% 104 $203K New
UNH Unitedhealth Group Inc. 0.04% 382 $200K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 165$725.4MSPY, VOO, IJR, EFA, QQQ
Q1 2026 149$610.6MSPY, VOO, EFA, IJR, QQQ
Q4 2025 154$600.8MSPY, VOO, EFA, IJR, QQQ
Q3 2025 150$612.9MSPY, VOO, EFA, IJR, QQQ
Q2 2025 161$595.3MSPY, VOO, EFA, CTAS, QQQ
Q1 2025 149$519.2MSPY, EFA, CTAS, VOO, QQQ
Q4 2024 144$503.1MSPY, QQQ, EFA, VOO, CTAS
Q3 2024 139$467.9MSPY, QQQ, EFA, VOO, CTAS
Q2 2024 133$422.2MSPY, QQQ, EFA, VOO, CTAS
Q1 2024 127$386.4MSPY, QQQ, EFA, VOO, CTAS