13F-HR filed by IFC & Insurance Marketing, Inc.
IFC & Insurance Marketing, Inc. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-16 21:19:59 UTC, with 87 holding rows worth $116,961,151.
- Accession
- 0001754960-26-000902
- Filer
- CIK 2095709
- Filed
- 2026-10-16
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 87 entries on the cover page, a total value of $116,961,151 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,961,151 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 | 162,413 | $9,920,587 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 57,742 | $8,758,368 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 116,782 | $7,433,767 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E823 | GROWTH STRENGTH | 187,713 | $7,123,388 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 221,870 | $6,986,906 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 127,114 | $6,421,969 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 80,428 | $5,867,355 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 96,643 | $5,198,247 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 100,755 | $4,091,599 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 36,352 | $3,262,982 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 50,785 | $2,928,101 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 17,952 | $2,788,892 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 101,563 | $2,565,722 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 40,765 | $2,512,526 | dollars as filed | |
| VTI | 922908769 | COM | 6,494 | $2,430,423 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 91,263 | $2,295,324 | dollars as filed | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 44,326 | $2,280,529 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 42,563 | $2,065,074 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,452 | $1,473,577 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,410 | $1,468,668 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 17,662 | $1,465,421 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,616 | $1,195,430 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T404 | INTERNATIONL EQT | 32,560 | $1,087,830 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 24,905 | $1,042,982 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,913 | $1,035,967 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 15,924 | $967,065 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,104 | $841,580 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 8,944 | $759,885 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,913 | $728,547 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 9,216 | $719,770 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 6,674 | $694,363 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,760 | $687,654 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,831 | $649,657 | dollars as filed | |
| SCHD | 808524797 | COM | 19,945 | $648,819 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,002 | $623,780 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 4,004 | $604,043 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,613 | $567,564 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,989 | $565,724 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q738 | BETBULD MSCI | 4,822 | $480,512 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 2,941 | $478,657 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 665 | $460,866 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 7,175 | $448,725 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,299 | $430,028 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 11,591 | $416,467 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 784 | $402,191 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 7,714 | $393,800 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,091 | $387,993 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,922 | $387,316 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 15,445 | $378,094 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 5,382 | $377,532 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,085 | $374,350 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 4,510 | $366,212 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 3,134 | $357,119 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G870 | VAR RATE PFD | 14,727 | $349,177 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 897 | $329,197 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 4,121 | $318,347 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 1,195 | $317,784 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 2,877 | $317,391 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 1,125 | $311,603 | dollars as filed | |
| GLOBAL X FDS | 37954Y632 | ARTIFICIAL ETF | 4,385 | $285,745 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 371 | $284,130 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 752 | $273,758 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 5,349 | $269,418 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,753 | $264,999 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 43,955 | $264,609 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 874 | $262,108 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 3,856 | $261,487 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,256 | $261,273 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,364 | $254,263 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 376 | $253,819 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 10,278 | $252,221 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 410 | $250,822 | dollars as filed | |
| iShares U.S. Oil & Gas Exploration & Production ETF | 464288851 | SHS | 1,816 | $239,712 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,625 | $236,539 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 4,947 | $234,191 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,358 | $233,997 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 2,552 | $222,075 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,193 | $221,865 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,077 | $220,025 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 4,893 | $204,087 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 3,204 | $203,742 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 409 | $203,662 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,279 | $200,557 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 13,766 | $130,089 | dollars as filed | |
| SS INNOVATIONS INTERNATIONAL I COM NEW | 05453U203 | COM NEW | 18,305 | $54,549 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 18,000 | $37,800 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 13,750 | $36,163 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000902 | this filing | 2026-10-16 |