IFC & Insurance Marketing, Inc.

13F filer, CIK 2095709, AUBURN, CA

IFC & Insurance Marketing, Inc. reported $95,804,783 across 72 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-17. Its ten largest share positions make up 58.06% of the portfolio.

Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0001754960-26-000274

Period: 2026-03-31
Reported value: $95.8M
Holdings: 72
Top 10 weight: 58.06%
New: 7
Sold out: 694

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IDMOnew	+140,228	$7.69M
FNDXnew	+264,710	$7.37M
JAAAnew	+109,858	$5.53M
SPMOadded	+18,544	$2.08M
SCYBnew	+76,527	$1.99M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BIVreduced	-119,958	-$9.26M
BKIEreduced	-52,248	-$4.88M
FDVVreduced	-87,438	-$4.83M
SPTSexited	-133,022	-$3.9M
BBREreduced	-18,523	-$1.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000274, largest first. % of portfolio is the value over $95,804,783, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IDMOINVESCO EXCH TRADED FD TR II	140,228	$7.69M	8.03%	new	Timeline
FNDXSCHWAB STRATEGIC TR	264,710	$7.37M	7.69%	new	Timeline
SPMOINVESCO EXCH TRADED FD TR II	60,362	$6.77M	7.06%	+18,544	Timeline
BIVVANGUARD BD INDEX FDS	80,290	$6.2M	6.47%	-119,958	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	169,653	$5.78M	6.03%	+44,865	Timeline
XLGINVESCO EXCHANGE TRADED FD T	104,612	$5.71M	5.96%	+24,332	Timeline
JAAAJANUS DETROIT STR TR	109,858	$5.53M	5.78%	new	Timeline
FNDFSCHWAB STRATEGIC TR	86,964	$4.26M	4.44%	+17,172	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	88,394	$3.49M	3.64%	+28,701	Timeline
SPYMSPDR SERIES TRUST	37,178	$2.85M	2.97%	-3,722	Timeline
VGSHVANGUARD SCOTTSDALE FDS	47,217	$2.76M	2.89%	+27,830	Timeline
VSSVANGUARD INTL EQUITY INDEX F	15,866	$2.31M	2.41%	+4,764	Timeline
SCHPSCHWAB STRATEGIC TR	79,274	$2.11M	2.2%	+37,693	Timeline
SCYBSCHWAB STRATEGIC TR	76,527	$1.99M	2.08%	new	Timeline
USRTISHARES TR	33,223	$1.97M	2.05%	new	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	37,545	$1.87M	1.95%	+8,171	Timeline
XCEMCOLUMBIA ETF TR II	41,356	$1.69M	1.76%	+14,237	Timeline
VTIVANGUARD INDEX FDS	5,029	$1.61M	1.68%	+2,775	Timeline
VEUVANGUARD INTL EQUITY INDEX F	18,981	$1.43M	1.49%	-975	Timeline
AAPLAPPLE INC	5,458	$1.39M	1.45%	+1,197	Timeline
BKIEBNY MELLON ETF TRUST	14,518	$1.36M	1.42%	-52,248	Timeline
FDVVFIDELITY COVINGTON TRUST	22,160	$1.22M	1.28%	-87,438	Timeline
NVDANVIDIA CORPORATION	6,154	$1.07M	1.12%	-43	Timeline
FNDESCHWAB STRATEGIC TR	20,523	$785K	0.82%	+20,448	Timeline
TSLATESLA INC	2,022	$752K	0.78%	+67	Timeline
WMTWALMART INC	5,804	$721K	0.75%	+106	Timeline
GLDSPDR GOLD TR	1,665	$716K	0.75%	+167	Timeline
IAUISHARES GOLD TR	8,010	$706K	0.74%	+832	Timeline
XOMEXXON MOBIL CORP	4,081	$692K	0.72%	+1,156	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,019	$662K	0.69%	+6	Timeline
QQQINVESCO QQQ TR	1,064	$614K	0.64%	+217	Timeline
BBREJ P MORGAN EXCHANGE TRADED F	5,884	$563K	0.59%	-18,523	Timeline
VBVANGUARD INDEX FDS	1,973	$517K	0.54%	-223	Timeline
AMZNAMAZON COM INC	2,408	$502K	0.52%	+50	Timeline
VVVANGUARD INDEX FDS	1,646	$492K	0.51%	+2	Timeline
SGOVISHARES TR	4,622	$465K	0.49%	new	Timeline
VXUSVANGUARD STAR FDS	5,904	$455K	0.48%	+3,850	Timeline
CVNACARVANA CO	1,435	$451K	0.47%	-81	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	8,247	$417K	0.44%	+27	Timeline
RCLROYAL CARIBBEAN GROUP	1,508	$415K	0.43%	0	Timeline
BILSPDR SERIES TRUST	4,219	$387K	0.4%	+131	Timeline
GDXJVANECK ETF TRUST	3,202	$384K	0.4%	+1,072	Timeline
BNDVANGUARD BD INDEX FDS	5,150	$379K	0.4%	+2,366	Timeline
MARMARRIOTT INTL INC NEW	1,159	$379K	0.4%	+1	Timeline
CRWDCROWDSTRIKE HLDGS INC	873	$341K	0.36%	-10	Timeline
SHVISHARES TR	3,059	$338K	0.35%	+1,226	Timeline
SCHGSCHWAB STRATEGIC TR	10,817	$315K	0.33%	+1,112	Timeline
SHYISHARES TR	3,549	$293K	0.31%	-1,153	Timeline
CCLCARNIVAL CORP	11,213	$290K	0.3%	+988	Timeline
BABOEING CO	1,440	$287K	0.3%	-14	Timeline
SCHDSCHWAB STRATEGIC TR	8,732	$268K	0.28%	+1,840	Timeline
MSFTMICROSOFT CORP	721	$267K	0.28%	+45	Timeline
PLTRPALANTIR TECHNOLOGIES INC	1,806	$264K	0.28%	+70	Timeline
SOUNSOUNDHOUND AI INC	35,828	$246K	0.26%	+7,178	Timeline
VRPINVESCO EXCH TRADED FD TR II	10,124	$243K	0.25%	-6,842	Timeline
VEAVANGUARD TAX-MANAGED FDS	3,753	$240K	0.25%	0	Timeline
ITBISHARES TR	2,611	$236K	0.25%	+596	Timeline
XOPSPDR SERIES TRUST	1,275	$232K	0.24%	+369	Timeline
UNHUNITEDHEALTH GROUP INC	841	$228K	0.24%	-107	Timeline
IEOISHARES TR	1,817	$227K	0.24%	new	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	3,856	$223K	0.23%	-620	Timeline
CVXCHEVRON CORPORATION	1,068	$221K	0.23%	+17	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	752	$212K	0.22%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,347	$209K	0.22%	+2,026	Timeline
IJHISHARES TR	3,051	$206K	0.22%	+5	Timeline
IVVISHARES TR	307	$201K	0.21%	+93	Timeline
UMACUNUSUAL MACHS INC	10,821	$134K	0.14%	+3,283	Timeline
SSIISS INNOVATIONS INTERNATIONAL	16,730	$83.7K	0.09%	+5,400	Timeline
RMAXRE/MAX HLDGS INC	10,393	$59.9K	0.06%	+325	Timeline
LACLITHIUM AMERS CORP NEW	13,750	$54.3K	0.06%	0	Timeline
NAKNORTHERN DYNASTY MINERALS LT	10,365	$14.5K	0.02%	+5,365	Timeline
UPWHEELS UP EXPERIENCE INC	16,456	$8.5K	0.01%	+887	Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 694. All 694

Security	Shares before	Value before	Type
SPTSSPDR SERIES TRUST	133,022	$3.9M	shares
FDEMFIDELITY COVINGTON TRUST	22,250	$687K	shares
SCHRSCHWAB STRATEGIC TR	19,081	$479K	shares
SCHESCHWAB STRATEGIC TR	11,652	$382K	shares
LVHILEGG MASON ETF INVT	6,476	$238K	shares
FTCSFIRST TR EXCHANGE-TRADED FD	2,324	$215K	shares
FICSFIRST TR EXCHANGE TRADED FD	5,084	$204K	shares
FTECFIDELITY COVINGTON TRUST	872	$196K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	368	$185K	shares
PGXINVESCO EXCH TRADED FD TR II	16,059	$181K	shares
HWMHOWMET AEROSPACE INC	849	$174K	shares
IJKISHARES TR	1,798	$174K	shares
HIIHUNTINGTON INGALLS INDS INC	508	$173K	shares
IEIISHARES TR	1,414	$169K	shares
FSLRFIRST SOLAR INC	634	$166K	shares
GDXVANECK ETF TRUST	1,910	$164K	shares
JPMJPMORGAN CHASE & CO	485	$156K	shares
AAGILENT TECHNOLOGIES INC	1,137	$155K	shares
COINCOINBASE GLOBAL INC	673	$152K	shares
VGKVANGUARD INTL EQUITY INDEX F	1,791	$150K	shares
FIXDFIRST TR EXCHNG TRADED FD VI	3,223	$143K	shares
ISCFISHARES TR	3,453	$143K	shares
GLDMWORLD GOLD TR	1,657	$141K	shares
FANGDIAMONDBACK ENERGY INC	932	$140K	shares
VUGVANGUARD INDEX FDS	285	$139K	shares
TAT&T INC	5,555	$138K	shares
KIESPDR SERIES TRUST	2,260	$136K	shares
IEMGISHARES INC	1,978	$133K	shares
AGGISHARES TR	1,305	$130K	shares
GMGENERAL MTRS CO	1,553	$126K	shares
SPSMSPDR SERIES TRUST	2,668	$125K	shares
TMOTHERMO FISHER SCIENTIFIC INC	215	$125K	shares
APPAPPLOVIN CORP	180	$121K	shares
ORCLORACLE CORP	617	$120K	shares
MLMMARTIN MARIETTA MATLS INC	191	$119K	shares
AIQGLOBAL X FDS	2,198	$112K	shares
RBLXROBLOX CORP	1,346	$109K	shares
VOOVANGUARD INDEX FDS	171	$108K	shares
VZVERIZON COMMUNICATIONS INC	2,659	$108K	shares
RWRSPDR SERIES TRUST	1,097	$108K	shares
WFCWELLS FARGO & CO	1,153	$107K	shares
IJTISHARES TR	752	$106K	shares
VVISA INC	299	$105K	shares
DHID R HORTON INC	717	$103K	shares
KNXKNIGHT-SWIFT TRANSN HLDGS IN	1,971	$103K	shares
IWFISHARES TR	208	$98K	shares
AEEAMEREN CORP	978	$98K	shares
IEFAISHARES TR	1,090	$97K	shares
SPYGSPDR SERIES TRUST	911	$97K	shares
SDYSPDR SERIES TRUST	686	$96K	shares
VCSHVANGUARD SCOTTSDALE FDS	1,181	$94K	shares
HYLBDBX ETF TR	2,531	$93K	shares
RSPINVESCO EXCHANGE TRADED FD T	468	$90K	shares
PGPROCTER & GAMBLE CO	630	$90K	shares
GOVTISHARES TR	3,796	$87K	shares
XLRESELECT SECTOR SPDR TR	2,167	$87K	shares
KMIKINDER MORGAN INC DEL	3,162	$87K	shares
XARSPDR SERIES TRUST	358	$86K	shares
RDDTREDDIT INC	373	$86K	shares
FFORD MTR CO	6,495	$85K	shares
CDWCDW CORP	621	$85K	shares
JETSETF SER SOLUTIONS	3,016	$85K	shares
VIGVANGUARD SPECIALIZED FUNDS	383	$84K	shares
FLOTISHARES TR	1,638	$83K	shares
DTCRGLOBAL X FDS	3,912	$83K	shares
BEBLOOM ENERGY CORP	940	$82K	shares
AVGOBROADCOM INC	237	$82K	shares
BONDPIMCO ETF TR	885	$82K	shares
HYGISHARES TR	1,007	$81K	shares
FCOMFIDELITY COVINGTON TRUST	1,101	$81K	shares
LQDISHARES TR	726	$80K	shares
JNJJOHNSON & JOHNSON	389	$80K	shares
FDXFEDEX CORP	264	$76K	shares
CORZCORE SCIENTIFIC INC NEW	5,132	$75K	shares
IAGGISHARES TR	1,482	$74K	shares
VTVVANGUARD INDEX FDS	382	$73K	shares
XLBSELECT SECTOR SPDR TR	1,614	$73K	shares
BACBANK OF AMER CORP	1,305	$72K	shares
SIRISIRIUSXM HOLDINGS INC	3,480	$70K	shares
BEAMBEAM THERAPEUTICS INC	2,500	$69K	shares
PSXPHILLIPS 66	527	$68K	shares
ZZILLOW GROUP INC	1,000	$68K	shares
FNCLFIDELITY COVINGTON TRUST	863	$67K	shares
VBRVANGUARD INDEX FDS	310	$66K	shares
LNGCHENIERE ENERGY INC	342	$66K	shares
HDHOME DEPOT INC	182	$63K	shares
USBUS BANCORP	1,171	$62K	shares
IBITISHARES BITCOIN TRUST ETF	1,219	$61K	shares
IWNISHARES TR	339	$61K	shares
DDOMINION ENERGY INC	1,031	$60K	shares
DFACDIMENSIONAL ETF TRUST	1,501	$59K	shares
MOALTRIA GROUP INC	1,000	$58K	shares
SPSBSPDR SERIES TRUST	1,911	$58K	shares
IVOOVANGUARD ADMIRAL FDS INC	507	$57K	shares
QUALISHARES TR	283	$56K	shares
KTOSKRATOS DEFENSE & SEC SOLUTIO	730	$55K	shares
CORPPIMCO ETF TR	555	$54K	shares
IVWISHARES TR	428	$53K	shares
SPMDSPDR SERIES TRUST	918	$53K	shares
SNPSSYNOPSYS INC	111	$52K	shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001754960-26-000274	base		2026-04-17	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC