IFC & Insurance Marketing, Inc.
Q3 2026 13F filing
Updated 20 days ago87 disclosed positions worth $117M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A INVESCO EXCH TRADED FD TR II | $9.9M | 162.4K | 8.48% | Added(+7.0%) |
| 2 | I INVESCO EXCH TRADED FD TR II | $8.8M | 57.7K | 7.49% | Trimmed(-7.4%) |
| 3 | I INVESCO EXCHANGE TRADED FD T | $7.4M | 116.8K | 6.36% | Added(+3.1%) |
| 4 | F FIRST TR EXCHANGE-TRADED FD | $7.1M | 187.7K | 6.09% | Added(+3.0%) |
| 5 | S SCHWAB STRATEGIC TR | $7M | 221.9K | 5.97% | Trimmed(-21.2%) |
| 6 | N JANUS DETROIT STR TR | $6.4M | 127.1K | 5.49% | Added(+7.4%) |
| 7 | V VANGUARD BD INDEX FDS | $5.9M | 80.4K | 5.02% | Trimmed(-2.2%) |
| 8 | S SCHWAB STRATEGIC TR | $5.2M | 96.6K | 4.44% | Added(+3.7%) |
| 9 | F FIRST TR EXCHANGE TRADED FD | $4.1M | 100.8K | 3.50% | Added(+5.9%) |
| 10 | S SPDR SERIES TRUST | $3.3M | 36.4K | 2.79% | Trimmed(-0.4%) |
| 11 | V VANGUARD SCOTTSDALE FDS | $2.9M | 50.8K | 2.50% | Added(+5.0%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $2.8M | 18.0K | 2.38% | Added(+5.1%) |
| 13 | ? N/A SCHWAB STRATEGIC TR | $2.6M | 101.6K | 2.19% | Added(+16.4%) |
| 14 | E ISHARES TR | $2.5M | 40.8K | 2.15% | Added(+10.7%) |
| 15 | V VANGUARD INDEX FDS | $2.4M | 6.5K | 2.08% | Added(+6.8%) |
| 16 | S SCHWAB STRATEGIC TR | $2.3M | 91.3K | 1.96% | Added(+7.9%) |
| 17 | G COLUMBIA ETF TR II | $2.3M | 44.3K | 1.95% | Added(+0.9%) |
| 18 | F FIRST TR EXCHANGE-TRADED FD | $2.1M | 42.6K | 1.77% | Added(+6.0%) |
| 19 | N NVIDIA CORPORATION | $1.5M | 6.5K | 1.26% | Trimmed(-0.7%) |
| 20 | A APPLE INC | $1.5M | 4.4K | 1.26% | Trimmed(-5.3%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $1.5M | 17.7K | 1.25% | Trimmed(-0.4%) |
| 22 | Q INVESCO QQQ TR | $1.2M | 1.6K | 1.02% | Added(+12.4%) |
| 23 | ? N/A BNY MELLON ETF TRUST | $1.1M | 32.6K | 0.93% | Added(+126.1%) |
| 24 | S SCHWAB STRATEGIC TR | $1M | 24.9K | 0.89% | Added(+8.2%) |
| 25 | C CROWDSTRIKE HLDGS INC | $1M | 3.9K | 0.89% | Added(+315.4%) |
| 26 | F FIDELITY COVINGTON TRUST | $967K | 15.9K | 0.83% | Trimmed(-26.9%) |
| 27 | S STATE STR SPDR S&P 500 ETF T | $842K | 1.1K | 0.72% | Added(+3.3%) |
| 28 | V VANGUARD STAR FDS | $760K | 8.9K | 0.65% | Added(+19.7%) |
| 29 | G SPDR GOLD TR | $729K | 1.9K | 0.62% | Added(+14.6%) |
| 30 | I ISHARES GOLD TR | $720K | 9.2K | 0.62% | Added(+14.7%) |
| 31 | B ISHARES TR | $694K | 6.7K | 0.59% | — |
| 32 | A AMAZON COM INC | $688K | 2.8K | 0.59% | Added(+2.2%) |
| 33 | T TESLA INC | $650K | 1.8K | 0.56% | Trimmed(-2.1%) |
| 34 | S SCHWAB STRATEGIC TR | $649K | 19.9K | 0.55% | Added(+16.9%) |
| 35 | W WALMART INC | $624K | 6.0K | 0.53% | Added(+1.0%) |
| 36 | S SPACE EXPLORATION TECHN CORP | $604K | 4.0K | 0.52% | Added(+181.8%) |
| 37 | V VANGUARD INDEX FDS | $568K | 1.6K | 0.49% | Trimmed(-2.1%) |
| 38 | V VANGUARD INDEX FDS | $566K | 2.0K | 0.48% | Added(+2.1%) |
| 39 | ? N/A J P MORGAN EXCHANGE TRADED F | $481K | 4.8K | 0.41% | Trimmed(-18.4%) |
| 40 | X EXXONMOBIL HOLDINGS CORP | $479K | 2.9K | 0.41% | — |
| 41 | V VANGUARD INDEX FDS | $461K | 665 | 0.39% | Added(+36.0%) |
| 42 | C CARVANA CO | $449K | 7.2K | 0.38% | Unchanged |
| 43 | P PALANTIR TECHNOLOGIES INC | $430K | 2.3K | 0.37% | Trimmed(-2.1%) |
| 44 | S SCHWAB STRATEGIC TR | $416K | 11.6K | 0.36% | Trimmed(-4.9%) |
| 45 | M MICROSOFT CORP | $402K | 784 | 0.34% | Trimmed(-0.3%) |
| 46 | E ISHARES TR | $394K | 7.7K | 0.34% | — |
| 47 | M MARRIOTT INTL INC NEW | $388K | 1.1K | 0.33% | Added(+0.1%) |
| 48 | E ISHARES TR | $387K | 3.9K | 0.33% | Trimmed(-15.9%) |
| 49 | V UNUSUAL MACHS INC | $378K | 15.4K | 0.32% | Added(+9.2%) |
| 50 | V VANGUARD BD INDEX FDS | $378K | 5.4K | 0.32% | Added(+0.5%) |