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CIK: 0002109472
Total reported value
$152.1M
$152.1M
41 檔
35.2%
The Q4 2025 SEC filing reveals that IF Advisors, LLC held a total portfolio value of $152.1M, covering 41 public equity positions.
During Q4 2025, IF Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VV, VEA, VO) accounted for 35.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 13.62% | +1.64% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.94% | +0.60% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.54% | +0.49% | — | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 7.07% | -3.38% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.39% | +0.44% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.09% | -0.05% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.18% | -0.09% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 4.17% | +0.12% | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.63% | +0.28% | — | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.63% | +0.23% | — | |
| 11 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.30% | -1.89% | — | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 3.24% | -1.87% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.02% | +0.09% | — | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.92% | +0.09% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.55% | +0.39% | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.01% | +0.09% | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.92% | +0.26% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.74% | +0.35% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.63% | +0.03% | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.60% | +0.05% | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.53% | +0.38% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.22% | +0.13% | — | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.20% | +0.27% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.38% | — | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.78% | +0.14% | — | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | +0.11% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.65% | -0.19% | — | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.56% | +0.01% | — | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | +0.01% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.03% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.22% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.02% | — | |
| 33 | CMC | Commercial Metals Co | Stock-Industrials | 0.35% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | — | |
| 35 | OKLO | Oklo Inc | Stock-Utilities | 0.32% | -0.01% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.14% | NEW | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | — | — | |
| 38 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.20% | +0.01% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 40 | HTH | Hilltop Holdings Inc | Stock-Other | 0.19% | — | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | +0.04% | — |
According to official SEC Form 13F filings, IF Advisors, LLC reported a total U.S. public equity portfolio value of $152.1M across 41 disclosed positions in Q4 2025.
During Q4 2025, IF Advisors, LLC's top holdings by market value included VV (13.6%)、VEA (9.9%)、VO (7.5%). The largest single position, VV, represented 13.6% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, IF Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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