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CIK: 0002109472
Total reported value
$152.1M
$152.1M
53 檔
35.6%
In Q1 2026, IF Advisors, LLC's U.S. equity holdings reached a combined market value of $152.1M, distributed across 53 disclosed stock positions.
In Q1 2026, IF Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VV, VEA, VO) accounted for 35.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.37% | +1.64% | -7.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.09% | +0.60% | +13.69% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.15% | +0.49% | +10.09% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.69% | -3.38% | -7.52% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.98% | +0.44% | +5.51% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.92% | -0.05% | -7.16% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.72% | +0.12% | +0.06% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.72% | -0.09% | +2.80% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.32% | +0.23% | +0.89% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.24% | +0.28% | +1.11% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 3.20% | -1.87% | +13.70% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.18% | -1.89% | +11.25% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.98% | +0.22% | +817.54% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.68% | +0.09% | +6.46% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.59% | +0.39% | +7.68% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.57% | +0.09% | -2.39% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.27% | +0.35% | +57.37% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.90% | +0.38% | +38.40% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.86% | +0.09% | +6.75% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.71% | +0.26% | -0.00% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.67% | -0.08% | — | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.53% | +0.27% | +38.32% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.46% | +0.05% | +2.22% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.38% | +0.03% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.10% | +0.11% | +59.53% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | +0.13% | +0.08% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.95% | +0.06% | — | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.78% | +0.06% | — | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | +0.14% | +11.99% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.03% | -37.27% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.03% | — | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.65% | -0.02% | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.19% | — | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.50% | +0.01% | — | |
| 35 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.47% | -0.17% | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | +0.01% | -0.01% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.04% | +175.14% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | — | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.33% | +0.03% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.02% | — | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.28% | +0.01% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.04% | — | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.26% | +0.01% | — | |
| 45 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.22% | +0.07% | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | +0.01% | — | |
| 47 | ✓ | Spdr Series Trust | Stock-Other | 0.20% | +0.15% | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | — | — | |
| 49 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.18% | +0.01% | — | |
| 50 | HTH | Hilltop Holdings Inc | Stock-Other | 0.17% | — | — |
According to official SEC Form 13F filings, IF Advisors, LLC reported a total U.S. public equity portfolio value of $152.1M across 53 disclosed positions in Q1 2026.
During Q1 2026, IF Advisors, LLC's top holdings by market value included VV (10.4%)、VEA (10.1%)、VO (7.2%). The largest single position, VV, represented 10.4% of total portfolio value.
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Top New Position Initiated
JAAA
市值: $2.4M
Top Position Liquidated / Trimmed
AMZN
前期市值: $292.7K
In Q1 2026, IF Advisors, LLC made 45 total portfolio adjustments, initiating 13 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 1 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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