Titelia

Holdings of IFP Advisors, Inc

3899 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 16.2 % of the equity sleeve

Sector breakdown

  • Technology 11.8 %
  • Funds 8.1 %
  • Financials 4.2 %
  • Communication 4.2 %
  • Industrials 3.7 %
  • Consumer discretionary 3.5 %
  • Health care 2.8 %
  • Consumer staples 2.2 %
  • Energy 1.4 %
  • Utilities 1.2 %
  • Materials 0.9 %
  • Real estate 0.3 %
  • Unattributed 55.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.2 %
  • ZA 0.2 %
  • GB 0.1 %
  • IL 0.1 %
  • NL 0.1 %
  • DK 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3,7884.3B $99.22 %
2TW47.4M $0.17 %
3ZA47.3M $0.17 %
4GB216.2M $0.14 %
5IL34.4M $0.10 %
6NL54.2M $0.10 %
7DK3896.3K $0.02 %
8IN5889.5K $0.02 %
9BR7424.7K $0.01 %
10KY14377.5K $0.01 %
11DE3223.8K $0.01 %
12CA2198.7K $0.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 485,256123.2M $
2NVIDIA Corp 651,842113.7M $
3Amazon.com Inc 330,87368.9M $
4Microsoft Corp 174,80064.7M $
5Alphabet Inc 219,61563M $
6State Street SPDR S&P 500 ETF Trust 88,76057.7M $
7Vanguard Growth ETF 131,78257.6M $
8Invesco QQQ Trust Series 1 94,74754.7M $
9Ishares Gold Trust 566,85350M $
10iShares Trust 556,11048.2M $
11Alphabet Inc 165,77447.7M $
12SPDR Series Trust 539,85441.3M $
13iShares Trust 343,15538.8M $
14State Street SPDR Portfolio Developed World ex-US ETF 825,84737.7M $
15WisdomTree Trust 406,72435.7M $
16iShares Core S&P 500 ETF 54,20535.4M $
17Vanguard S&P 500 ETF 57,40534.3M $
18iShares Trust 354,09233.8M $
19iShares Trust 152,74332.3M $
20Costco Wholesale Corp 30,88430.8M $
21Invesco S&P 500 Equal Weight ETF 157,24330.2M $
22Ishares S&p 100 Etf 94,02929.9M $
23Broadcom Inc 90,84328.1M $
24Schwab Strategic Trust 951,49427.7M $
25Exxon Mobil Corp 161,09427.3M $
26Capital Group Dividend Value ETF 632,25426.9M $
27First Trust Exchange-Traded Fund IV 435,53426M $
28Berkshire Hathaway Inc 53,07725.4M $
29Vanguard High Dividend Yield E 169,42225.1M $
30iShares Core MSCI Emerging Markets ETF 341,20123.8M $
31iShares Trust 107,38423.5M $
32Meta Platforms Inc 40,56623.2M $
33Vanguard Information Technology ETF 33,12023.1M $
34Capital Group Growth ETF 570,49022.9M $
35VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 104,74422.5M $
36iShares Trust 427,14522.5M $
37Schwab US Dividend Equity ETF 695,18721.3M $
38iShares Russell 2000 ETF 85,99321.3M $
39iShares Core MSCI EAFE ETF 221,23920M $
40JPMorgan Chase & Co 67,89020M $
41Vanguard Mid-Cap Growth ETF 76,16319.6M $
42Goldman Sachs ETF Trust 219,07018.5M $
43JPMorgan Ultra-Short Income ETF 362,46718.3M $
44Schwab U.S. Large-Cap ETF 712,98718.3M $
45Walmart Inc 140,55917.5M $
46Palo Alto Networks Inc 108,79217.4M $
47Vanguard Total Bond Market ETF 235,12517.3M $
48iShares Core S&P Total U.S. Stock Market ETF 120,21117.1M $
49iShares Core High Dividend ETF 126,07217.1M $
50Vanguard FTSE Developed Markets ETF 266,99317.1M $
51Vanguard Total Stock Market ETF 52,93917M $
52Eli Lilly & Co 18,27416.8M $
53Netflix Inc 170,49116.4M $
54CAPITAL GROUP CORE EQUITY ETF 422,81816.2M $
55iShares MSCI EAFE ETF 163,83115.9M $
56Advanced Micro Devices Inc 77,30215.7M $
57Chevron Corp 75,86415.7M $
58iShares Core S&P Mid-Cap ETF 227,24715.3M $
59Vanguard Index Funds 50,30315.2M $
60Tesla Inc 40,77015.2M $
61iShares Trust 296,31215M $
62First Trust Exchange-Traded Fund IV 295,16814.7M $
63Schwab US Broad Market ETF 571,34214.3M $
64iShares Trust 141,90014.3M $
65Fidelity Covington Trust 257,73014.2M $
66VanEck Morningstar Wide Moat ETF 146,39114.2M $
67Vanguard Total International S 178,25813.7M $
68Visa Inc 44,94713.6M $
69Vanguard Value ETF 69,08713.6M $
70iShares Core S&P Small-Cap ETF 106,85913.3M $
71iShares MSCI USA Min Vol Factor ETF 140,50713M $
72iShares Trust 154,81712.8M $
73Block Inc 210,96012.7M $
74Home Depot Inc/The 37,99512.5M $
75iShares MSCI EAFE Growth ETF 111,21712.4M $
76UnitedHealth Group Inc 44,79512.1M $
77AbbVie Inc 54,94311.9M $
78iShares Trust 236,69011.8M $
79Palantir Technologies Inc 80,77411.8M $
80Caterpillar Inc 16,56211.7M $
81iShares Trust 60,91511.7M $
82iShares iBonds Dec 2026 Term C 481,23511.7M $
83RTX Corp 60,36211.6M $
84Vanguard Index Funds 61,84011.4M $
85Procter & Gamble Co/The 77,72311.2M $
86Vertiv Holdings Co 43,91111M $
87Janus Detroit Street Trust 213,50310.8M $
88McDonald's Corp. 34,28010.7M $
89iShares Core U.S. Aggregate Bond ETF 107,18110.6M $
90Axsome Therapeutics Inc 60,99410.3M $
91Vistra Corp 68,13110.2M $
92Vanguard Intermediate-Term Corporate Bond ETF 123,53010.2M $
93Cisco Systems, Inc. 131,33510.2M $
94iShares Trust 79,13610.1M $
95First Trust WCM International Equity ETF 603,20210.1M $
96Zillow Group Inc 241,92410M $
97AT&T Inc 343,41710M $
98State Street Health Care Select Sector SPDR ETF 67,3329.9M $
99Uber Technologies Inc 136,4459.8M $
100Fiserv Inc 175,6789.8M $