IFP ADVISORS INC
Q3 2026 Form 13-F
TAMPA, FLORIDA
CIK 0001641866
· CRD 125112
· SEC-registered investment adviser
Holdings reported by
Advyzon Investment Management LLC since Q1 2026
$5.9B Reported Value Total
INDEPENDENT FINANCIAL PARTNERS reports 54,154 total accounts under management (AUM). There are 46,538 discretionary accounts valued at $11,592,406,463, and 7,616 non-discretionary accounts valued at $4,699,459,074.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-11-06
Reported value
$5.9B
Quarter over quarter
+0.3%
Holdings
5,243
Top-10 concentration
15.4%
Filing Structure
Reports holdings for
- GeoWealth Management LLC · File #028-16841 · Q1 2026 – Q1 2026 · declared by one filing
Holdings reported by
- Advyzon Investment Management LLC · since Q1 2026 · declared by one filing
Key People
Form ADV owners & control persons
Jeffery Allen Acheson
CHIEF STRATEGY & GROWTH OFFICER
Christopher Marcellus Brooks
DIRECTOR OF SUPERVISION
Aaron Lee Gilman
CHIEF INVESTMENT OFFICER
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 16, 2026 |
| Form | 13F-HR |
| Reported value | $5.9B |
| Positions | 5,243 |
| Change in reported value | +5.8% |
| New positions | 347 |
| Exited positions | 238 |
| Position turnover | 10.7% |
| Top-10 concentration | 15.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
5,243 | $5.9B |
|
Q2 2026 13F
Filed Jul 20, 2026
|
5,135 | $5.5B |
|
Q1 2026 13F
Filed Apr 13, 2026
|
5,023 | $4.8B |
|
Q4 2025 13F
Filed Feb 6, 2026
|
4,891 | $4.5B |
|
Q3 2025 13F
Filed Dec 2, 2025
|
4,836 | $3.9B |
|
Q2 2025 13F
Filed Jul 24, 2025
|
4,920 | $3.5B |
|
Q1 2025 13F
Filed May 5, 2025
|
4,302 | $3.2B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
4,604 | $3.1B |
|
Q3 2024 13F
Filed Feb 4, 2025
|
3,309 | $2.8B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
3,240 | $2.5B |
|
Q1 2024 13F
Filed Jul 30, 2024
|
3,132 | $2.3B |
|
Q4 2023 13F
Filed Jan 9, 2024
|
3,045 | $2.1B |
|
Q3 2023 13F
Filed Oct 12, 2023
|
3,303 | $2.2B |
|
Q2 2023 13F
Filed Aug 4, 2023
|
3,456 | $2.4B |
|
Q1 2023 13F
Filed Apr 18, 2023
|
3,368 | $2.3B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
4,279 | $3.7B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
4,501 | $3.8B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
4,278 | $3.1B |
|
Q1 2022 13F
Filed Aug 8, 2022
|
4,278 | $3.1B |
|
Q4 2021 13F
Filed Jan 12, 2022
|
2,880 | $5.1B |
23 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $154.9M | 2.64% |
| 2 | NVDA NVIDIA CORPORATION | $151.4M | 2.58% |
| 3 | MSFT MICROSOFT CORP | $94.5M | 1.61% |
| 4 | QQQ INVESCO QQQ TR | $88.2M | 1.51% |
| 5 | VUG VANGUARD INDEX FDS | $86.7M | 1.48% |
| 6 | AMZN AMAZON COM INC | $84.6M | 1.44% |
| 7 | GOOG ALPHABET INC | $65.0M | 1.11% |
| 8 | SPY STATE STR SPDR S&P 500 ETF T | $59.5M | 1.02% |
| 9 | GOOGL ALPHABET INC | $58.1M | 0.99% |
| 10 | SPYM SPDR SERIES TRUST | $57.1M | 0.98% |
| 11 | AMD ADVANCED MICRO DEVICES INC | $48.7M | 0.83% |
| 12 | VOO VANGUARD INDEX FDS | $47.9M | 0.82% |
| 13 | SPDW SPDR INDEX SHS FDS | $46.0M | 0.78% |
| 14 | PANW PALO ALTO NETWORKS INC | $43.9M | 0.75% |
| 15 | DGRW WISDOMTREE TR | $39.8M | 0.68% |
| 16 | IVV ISHARES TR | $39.7M | 0.68% |
| 17 | IEF ISHARES TR | $39.0M | 0.67% |
| 18 | IGSB ISHARES TR | $38.4M | 0.66% |
| 19 | IVW ISHARES TR | $36.7M | 0.63% |
| 20 | UCON FIRST TR EXCHNG TRADED FD VI | $36.5M | 0.62% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.