Ifc & Insurance Marketing, Inc. Top Holdings and 13F Report (2026)

About Ifc & Insurance Marketing, Inc.

Investment Activity

Ifc & Insurance Marketing, Inc. has $95.80 million in total holdings as of December 31, 2025.
Ifc & Insurance Marketing, Inc. owns shares of 72 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 42.02% of the portfolio was purchased this quarter.
About 22.49% of the portfolio was sold this quarter.
This quarter, Ifc & Insurance Marketing, Inc. has purchased 759 new stocks and bought additional shares in 46 stocks.
Ifc & Insurance Marketing, Inc. sold shares of 15 stocks and completely divested from 694 stocks this quarter.

Largest Holdings

Invesco S&P International Developed Momentum ETF: $7,690,104
Schwab Fundamental U.S. Large Company ETF: $7,372,174
Invesco S&P 500 Momentum ETF: $6,767,219
Vanguard Intermediate-Term Bond ETF: $6,196,780
First Trust Growth Strength ETF: $5,775,939

Largest New Holdings this Quarter

46138E222 - Invesco S&P International Developed Momentum ETF: $7,690,104 Holding
808524771 - Schwab Fundamental U.S. Large Company ETF: $7,372,174 Holding
47103U845 - Janus Henderson AAA CLO ETF: $5,533,547 Holding
808524631 - SCHWAB STRATEGIC TR: $1,989,702 Holding
464288521 - iShares Core U.S. REIT ETF: $1,966,469 Holding

Largest Purchases this Quarter

Invesco S&P International Developed Momentum ETF: 140,228 shares (about $7.69M)
Schwab Fundamental U.S. Large Company ETF: 264,710 shares (about $7.37M)
Janus Henderson AAA CLO ETF: 109,858 shares (about $5.53M)
Invesco S&P 500 Momentum ETF: 18,544 shares (about $2.08M)
SCHWAB STRATEGIC TR: 76,527 shares (about $1.99M)

Largest Sales this Quarter

Vanguard Intermediate-Term Bond ETF: 119,958 shares (about $9.26M)
BNY Mellon International Equity ETF: 52,248 shares (about $4.88M)
Fidelity High Dividend ETF: 87,438 shares (about $4.83M)
JPMorgan BetaBuilders MSCI US REIT ETF: 18,523 shares (about $1.77M)
SPDR Portfolio S&P 500 ETF: 3,722 shares (about $284.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IDMO Invesco S&P International Developed Momentum ETF	$7,690,104	$7,690,104 â–²	New Holding	140,228	8.0%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$7,372,174	$7,372,174 â–²	New Holding	264,710	7.7%	ETF
SPMO Invesco S&P 500 Momentum ETF	$6,767,219	$2,078,979 â–²	44.3%	60,362	7.1%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$6,196,780	$9,258,355 â–¼	-59.9%	80,290	6.5%	ETF
FTGS First Trust Growth Strength ETF	$5,775,939	$1,527,456 â–²	36.0%	169,653	6.0%	ETF
XLG Invesco S&P 500 Top 50 ETF	$5,706,605	$1,327,315 â–²	30.3%	104,612	6.0%	ETF
JAAA Janus Henderson AAA CLO ETF	$5,533,547	$5,533,547 â–²	New Holding	109,858	5.8%	ETF
FNDF Schwab Fundamental International Equity ETF	$4,255,149	$840,226 â–²	24.6%	86,964	4.4%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$3,485,380	$1,131,682 â–²	48.1%	88,394	3.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$2,845,615	$284,883 â–¼	-9.1%	37,178	3.0%	ETF
VGSH Vanguard Short-Term Treasury ETF	$2,764,111	$1,629,185 â–²	143.5%	47,217	2.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,313,118	$694,548 â–²	42.9%	15,866	2.4%	ETF
SCHP Schwab U.S. TIPS ETF	$2,109,481	$1,003,011 â–²	90.6%	79,274	2.2%	ETF
SCHWAB STRATEGIC TR	$1,989,702	$1,989,702 â–²	New Holding	76,527	2.1%	HIGH YIELD BD ET
USRT iShares Core U.S. REIT ETF	$1,966,469	$1,966,469 â–²	New Holding	33,223	2.1%	ETF
LMBS First Trust Low Duration Opportunities ETF	$1,870,116	$406,997 â–²	27.8%	37,545	2.0%	Manufacturing
XCEM Columbia EM Core ex-China ETF	$1,687,724	$581,007 â–²	52.5%	41,356	1.8%	ETF
VTI Vanguard Total Stock Market ETF	$1,613,275	$890,204 â–²	123.1%	5,029	1.7%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,425,448	$73,221 â–¼	-4.9%	18,981	1.5%	ETF
AAPL Apple	$1,385,202	$303,790 â–²	28.1%	5,458	1.4%	Computer and Technology
BKIE BNY Mellon International Equity ETF	$1,356,417	$4,881,532 â–¼	-78.3%	14,518	1.4%	ETF
FDVV Fidelity High Dividend ETF	$1,224,118	$4,830,074 â–¼	-79.8%	22,160	1.3%	ETF
NVDA NVIDIA	$1,073,223	$7,499 â–¼	-0.7%	6,154	1.1%	Computer and Technology
FNDE Schwab Fundamental Emerging Markets Equity ETF	$785,210	$782,340 â–²	27,264.0%	20,523	0.8%	ETF
TSLA Tesla	$751,679	$24,907 â–²	3.4%	2,022	0.8%	Auto/Tires/Trucks
WALMART INC	$721,261	$13,173 â–²	1.9%	5,804	0.8%	COM
GLD SPDR Gold Shares	$716,433	$71,858 â–²	11.1%	1,665	0.7%	Finance
IAU iShares Gold Trust	$706,162	$73,349 â–²	11.6%	8,010	0.7%	Finance
XOM ExxonMobil	$692,303	$196,104 â–²	39.5%	4,081	0.7%	Energy
SPY SPDR S&P 500 ETF Trust	$662,500	$3,901 â–²	0.6%	1,019	0.7%	Finance
QQQ Invesco QQQ	$614,222	$125,269 â–²	25.6%	1,064	0.6%	Finance
BBRE JPMorgan BetaBuilders MSCI US REIT ETF	$563,040	$1,772,466 â–¼	-75.9%	5,884	0.6%	ETF
VB Vanguard Small-Cap ETF	$516,749	$58,406 â–¼	-10.2%	1,973	0.5%	ETF
AMZN Amazon.com	$501,514	$10,413 â–²	2.1%	2,408	0.5%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$491,780	$598 â–²	0.1%	1,646	0.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$465,251	$465,251 â–²	New Holding	4,622	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$455,247	$296,867 â–²	187.4%	5,904	0.5%	ETF
CVNA Carvana	$451,135	$25,465 â–¼	-5.3%	1,435	0.5%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$417,401	$1,367 â–²	0.3%	8,247	0.4%	ETF
RCL Royal Caribbean Cruises	$415,098		0.0%	1,508	0.4%	Consumer Discretionary
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$386,636	$12,005 â–²	3.2%	4,219	0.4%	ETF
GDXJ VanEck Junior Gold Miners ETF	$384,368	$128,683 â–²	50.3%	3,202	0.4%	ETF
BND Vanguard Total Bond Market ETF	$379,261	$174,239 â–²	85.0%	5,150	0.4%	ETF
MAR Marriott International	$379,217	$327 â–²	0.1%	1,159	0.4%	Consumer Discretionary
CRWD CrowdStrike	$340,828	$3,904 â–¼	-1.1%	873	0.4%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$337,630	$135,317 â–²	66.9%	3,059	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$315,085	$32,391 â–²	11.5%	10,817	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$293,041	$95,203 â–¼	-24.5%	3,549	0.3%	Manufacturing
CCL Carnival	$290,183	$25,569 â–²	9.7%	11,213	0.3%	Consumer Discretionary
BA Boeing	$286,504	$2,785 â–¼	-1.0%	1,440	0.3%	Aerospace
SCHD Schwab US Dividend Equity ETF	$267,883	$56,448 â–²	26.7%	8,732	0.3%	ETF
MSFT Microsoft	$266,719	$16,647 â–²	6.7%	721	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$264,182	$10,240 â–²	4.0%	1,806	0.3%	CL A
SOUN SoundHound AI	$246,138	$49,313 â–²	25.1%	35,828	0.3%	Computer and Technology
VRP Invesco Variable Rate Preferred ETF	$242,774	$164,071 â–¼	-40.3%	10,124	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$240,492		0.0%	3,753	0.3%	ETF
ITB iShares U.S. Home Construction ETF	$236,426	$53,968 â–²	29.6%	2,611	0.2%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$231,866	$67,105 â–²	40.7%	1,275	0.2%	ETF
UNH UnitedHealth Group	$227,699	$28,970 â–¼	-11.3%	841	0.2%	Medical
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$226,943	$226,943 â–²	New Holding	1,817	0.2%	ETF
IUS Invesco RAFI Strategic US ETF	$223,316	$35,907 â–¼	-13.9%	3,856	0.2%	Manufacturing
CVX Chevron	$220,908	$3,516 â–²	1.6%	1,068	0.2%	Energy
KEYS Keysight Technologies	$212,342		0.0%	752	0.2%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$208,873	$97,349 â–²	87.3%	4,347	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$206,015	$338 â–²	0.2%	3,051	0.2%	ETF
IVV iShares Core S&P 500 ETF	$200,535	$60,748 â–²	43.5%	307	0.2%	ETF
UNUSUAL MACHS INC	$134,180	$40,709 â–²	43.6%	10,821	0.1%	COM SHS
SS INNOVATIONS INTERNATIONAL	$83,650	$27,000 â–²	47.7%	16,730	0.1%	COM NEW
RMAX RE/MAX	$59,864	$1,872 â–²	3.2%	10,393	0.1%	Finance
LITHIUM AMERS CORP NEW	$54,313		0.0%	13,750	0.1%	COM SHS
NAK Northern Dynasty Minerals	$14,511	$7,511 â–²	107.3%	10,365	0.0%	Basic Materials
UP Wheels Up Experience	$8,500	$458 â–²	5.7%	16,456	0.0%	Aerospace
SPTS SPDR Portfolio Short Term Treasury ETF	$0	$3,895 â–¼	-100.0%	0	0.0%	ETF
FDEM Fidelity Emerging Markets Multifactor ETF	$0	$687 â–¼	-100.0%	0	0.0%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$0	$479 â–¼	-100.0%	0	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$0	$382 â–¼	-100.0%	0	0.0%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$0	$238 â–¼	-100.0%	0	0.0%	ETF
FTCS First Trust Capital Strength ETF	$0	$215 â–¼	-100.0%	0	0.0%	ETF
FICS First Trust International Developed Capital Strength ETF	$0	$204 â–¼	-100.0%	0	0.0%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$0	$196 â–¼	-100.0%	0	0.0%	ETF
BRK.B Berkshire Hathaway	$0	$185 â–¼	-100.0%	0	0.0%	Finance
PGX Invesco Preferred ETF	$0	$181 â–¼	-100.0%	0	0.0%	ETF
HWM Howmet Aerospace	$0	$174 â–¼	-100.0%	0	0.0%	Aerospace
IJK iShares S&P Mid-Cap 400 Growth ETF	$0	$174 â–¼	-100.0%	0	0.0%	ETF
HII Huntington Ingalls Industries	$0	$173 â–¼	-100.0%	0	0.0%	Aerospace
IEI iShares 3-7 Year Treasury Bond ETF	$0	$169 â–¼	-100.0%	0	0.0%	ETF
FSLR First Solar	$0	$166 â–¼	-100.0%	0	0.0%	Energy
GDX VanEck Gold Miners ETF	$0	$164 â–¼	-100.0%	0	0.0%	ETF
JPM JPMorgan Chase & Co.	$0	$156 â–¼	-100.0%	0	0.0%	Finance
A Agilent Technologies	$0	$155 â–¼	-100.0%	0	0.0%	Medical
COIN Coinbase Global	$0	$152 â–¼	-100.0%	0	0.0%	Finance
VGK Vanguard FTSE Europe ETF	$0	$150 â–¼	-100.0%	0	0.0%	ETF
ISCF iShares International Small Cap Equity Factor ETF	$0	$143 â–¼	-100.0%	0	0.0%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$0	$143 â–¼	-100.0%	0	0.0%	Manufacturing
GLDM SPDR Gold MiniShares Trust	$0	$141 â–¼	-100.0%	0	0.0%	Finance
FANG Diamondback Energy	$0	$140 â–¼	-100.0%	0	0.0%	Energy
VUG Vanguard Growth ETF	$0	$139 â–¼	-100.0%	0	0.0%	ETF
T AT&T	$0	$138 â–¼	-100.0%	0	0.0%	Computer and Technology
KIE SPDR S&P Insurance ETF	$0	$136 â–¼	-100.0%	0	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$0	$133 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Ifc & Insurance Marketing, Inc. Top Holdings and 13F Report (2026)

About Ifc & Insurance Marketing, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Ifc & Insurance Marketing, Inc. Top Holdings and 13F Report (2026)

About Ifc & Insurance Marketing, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfc & Insurance Marketing, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools