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Portfolio (Quarterly) Guide ↗

IFG Advisory, LLC

· CIK 0001728319
13F Portfolio $35M AUM 335 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 2 Added 161 Reduced 587 Exited
Page 1 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CBSH COMMERCE BANCSHARES INC Financial Services 108,410.0 $5.3M 15.29% NEW $49.20 +5.5%
2 DKL DELEK LOGISTICS PARTNERS LP Energy 34,481.0 $1.7M 4.92% NEW $49.76 +3.9%
3 MPLX MPLX LP Energy 26,320.0 $1.5M 4.31% NEW $57.07 -4.0%
4 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 40,333.0 $1.5M 4.18% NEW $36.12 +6.9%
5 WES WESTERN MIDSTREAM PARTNERS L Energy 34,577.0 $1.4M 4.08% NEW $41.17 +11.8%
6 BUFF INNOVATOR ETFS TRUST 16,612.0 $821K 2.35% NEW $49.41 +5.4%
7 WOR WORTHINGTON ENTERPRISES INC Industrials 12,000.0 $626K 1.79% NEW $52.14 +2.4%
8 CAPL CROSSAMERICA PARTNERS LP Energy 19,230.0 $400K 1.15% NEW $20.78 +9.3%
9 WS WORTHINGTON STL INC Basic Materials 12,000.0 $364K 1.04% NEW $30.35 +28.3%
10 DFGP DIMENSIONAL ETF TRUST 4,485.0 $242K 0.69% NEW $53.99 +0.1%
11 DUHP DIMENSIONAL ETF TRUST 6,406.0 $235K 0.68% NEW $36.76 +8.3%
12 DFIC DIMENSIONAL ETF TRUST 6,554.0 $233K 0.67% NEW $35.53 +6.0%
13 UTG REAVES UTIL INCOME FD Financial Services 4,568.0 $179K 0.51% NEW $39.28 +3.9%
14 DFAU DIMENSIONAL ETF TRUST 3,796.0 $171K 0.49% NEW $45.12 +12.3%
15 DIHP DIMENSIONAL ETF TRUST 5,160.0 $166K 0.48% NEW $32.22 +4.7%
16 TBUX T ROWE PRICE ETF INC 3,160.0 $157K 0.45% NEW $49.75 +0.3%
17 BROOKFIELD ASSET MANAGMT LTD 3,415.0 $152K 0.43% NEW $44.45
18 FIRST TR EXCHNG TRADED FD VI 6,700.0 $150K 0.43% NEW $22.38
19 SEI EXCHANGE TRADED FUNDS 4,527.0 $148K 0.42% NEW $32.60
20 DUSB DIMENSIONAL ETF TRUST 2,830.0 $144K 0.41% NEW $50.71 +0.3%
Page 1 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Energy 33.8%
Utilities 9.5%
Technology 6.9%
Industrials 6.7%
Consumer Cyclical 2.1%
Basic Materials 1.9%
Healthcare 1.7%
Consumer Defensive 1.0%
Real Estate 0.9%