IFC & Insurance Marketing, Inc.

Q1 2026 13F Holdings

  • Location
    auburn, CA
  • Num holdings

    72

  • Value ($000)

    $95,805

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0002095709
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IDMO

INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT
$7.69M
8 %

140,228

FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$7.37M
8 %

264,710

SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
$6.77M
7 %

60,362

BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$6.2M
7 %

80,290

FTGS

FIRST TR EXCHANGE-TRADED FD

GROWTH STRENGTH
$5.78M
6 %

169,653

XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$5.71M
6 %

104,612

JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$5.53M
6 %

109,858

FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$4.26M
4 %

86,964

SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
$3.49M
4 %

88,394

KRE

SPDR SERIES TRUST

STATE STREET SPD
$2.85M
3 %

37,178

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