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CIK: 0002053348
Total reported value
$787.6M
$787.6M
169 檔
27.4%
In Q2 2025, IFC Advisors LLC's U.S. equity holdings reached a combined market value of $787.6M, distributed across 169 disclosed stock positions.
During Q2 2025, IFC 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 MGK, PREF, VO) accounted for 27.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 14.89% | +0.61% | +3.36% | |
| 2 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 10.00% | -0.64% | +1.49% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.36% | +0.01% | +3.05% | |
| 4 | GENI | Genius Sports Limited | Stock-Other | 5.59% | +0.85% | +4.97% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.51% | +0.02% | +0.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.12% | +4.50% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.05% | -3.65% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.02% | +4.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.02% | +5.15% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.19% | +2.65% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.02% | +2.23% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | +0.03% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.06% | +1.75% | |
| 14 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.40% | -0.55% | -1.87% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | +0.12% | -1.56% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.17% | +2.96% | |
| 17 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 1.17% | -0.08% | -3.96% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.00% | -0.05% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.00% | +0.16% | +7.85% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.11% | +6.09% | |
| 21 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.95% | — | +9.35% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.01% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.05% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.05% | -2.96% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.78% | -0.04% | +6.00% | |
| 26 | ROOT | Root Inc/oh -class A | Stock-Other | 0.71% | — | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.10% | -1.45% | |
| 28 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.70% | -0.22% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.80% | EXIT | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | +0.01% | +3.99% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.01% | — | |
| 32 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.67% | — | — | |
| 33 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.66% | — | +7.25% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.22% | +125.80% | |
| 35 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.62% | — | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | +0.21% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.08% | — | |
| 38 | AXP | American Express Co | Stock-Financials | 0.54% | — | +0.49% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.03% | +48.21% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.01% | -1.17% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.03% | -0.09% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.47% | -0.03% | -0.76% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.05% | +1.29% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.43% | +0.03% | -1.94% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.11% | -2.42% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.09% | +0.06% | |
| 47 | EME | Emcor Group Inc | Stock-Industrials | 0.42% | — | -1.13% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.41% | +0.01% | -2.06% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.02% | +7.00% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | +0.91% |
According to official SEC Form 13F filings, IFC Advisors LLC reported a total U.S. public equity portfolio value of $787.6M across 169 disclosed positions in Q2 2025.
During Q2 2025, IFC Advisors LLC's top holdings by market value included MGK (14.9%)、PREF (10.0%)、VO (7.4%). The largest single position, MGK, represented 14.9% of total portfolio value.
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In Q2 2025, IFC 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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