13F-HR filed by IFC & Insurance Marketing, Inc.
IFC & Insurance Marketing, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-17, with 72 holding rows worth $95,804,783.
- Accession
- 0001754960-26-000274
- Filer
- CIK 2095709
- Filed
- 2026-04-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 72 entries on the cover page, a total value of $95,804,783 stated on the cover page (in dollars after the unit check, H1), rows summing to $95,804,783 with VALUE read as dollars as filed, 13F file number 028-26261. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 140,228 | $7,690,104 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 264,710 | $7,372,174 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 60,362 | $6,767,219 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 80,290 | $6,196,780 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E823 | GROWTH STRENGTH | 169,653 | $5,775,939 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 104,612 | $5,706,605 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 109,858 | $5,533,547 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 86,964 | $4,255,149 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 88,394 | $3,485,380 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 37,178 | $2,845,615 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 47,217 | $2,764,111 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 15,866 | $2,313,118 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 79,274 | $2,109,481 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 76,527 | $1,989,702 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 33,223 | $1,966,469 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 37,545 | $1,870,116 | dollars as filed | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 41,356 | $1,687,724 | dollars as filed | |
| VTI | 922908769 | COM | 5,029 | $1,613,275 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 18,981 | $1,425,448 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,458 | $1,385,202 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T404 | INTERNATIONL EQT | 14,518 | $1,356,417 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 22,160 | $1,224,118 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,154 | $1,073,223 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 20,523 | $785,210 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,022 | $751,679 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,804 | $721,261 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,665 | $716,433 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 8,010 | $706,162 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,081 | $692,303 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,019 | $662,500 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,064 | $614,222 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q738 | BETBULD MSCI | 5,884 | $563,040 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,973 | $516,749 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,408 | $501,514 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,646 | $491,780 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 4,622 | $465,251 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 5,904 | $455,247 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 1,435 | $451,135 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 8,247 | $417,401 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 1,508 | $415,098 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,219 | $386,636 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 3,202 | $384,368 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 5,150 | $379,261 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,159 | $379,217 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 873 | $340,828 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 3,059 | $337,630 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 10,817 | $315,085 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 3,549 | $293,041 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 11,213 | $290,183 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,440 | $286,504 | dollars as filed | |
| SCHD | 808524797 | COM | 8,732 | $267,883 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 721 | $266,719 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,806 | $264,182 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 35,828 | $246,138 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G870 | VAR RATE PFD | 10,124 | $242,774 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,753 | $240,492 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 2,611 | $236,426 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 1,275 | $231,866 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 841 | $227,699 | dollars as filed | |
| iShares U.S. Oil & Gas Exploration & Production ETF | 464288851 | SHS | 1,817 | $226,943 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 3,856 | $223,316 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,068 | $220,908 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 752 | $212,342 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,347 | $208,873 | dollars as filed | |
| IJH | 464287507 | COM | 3,051 | $206,015 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 307 | $200,535 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 10,821 | $134,180 | dollars as filed | |
| SS INNOVATIONS INTERNATIONAL I COM NEW | 05453U203 | COM NEW | 16,730 | $83,650 | dollars as filed | |
| RE MAX HLDGS INC | 75524W108 | CL A | 10,393 | $59,864 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 13,750 | $54,313 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 10,365 | $14,511 | dollars as filed | |
| WHEELS UP EXPERIENCE INC | 96328L205 | COM CL A | 16,456 | $8,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000274 | this filing | 2026-04-17 | acceptance time not in the bulk data set |