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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001765617
Total reported value
$208.8M
$208.8M
199 檔
48.5%
During the Q1 2025 filing period, IFS Advisors, LLC (CIK: 0001765617) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $208.8M across 199 reported positions.
In Q1 2025, IFS Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 41.04% | +0.72% | -0.24% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 16.73% | -0.70% | +4.35% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 10.36% | -0.01% | +1.21% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.88% | +0.01% | -1.62% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.27% | +0.28% | +0.10% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.85% | +0.38% | +1.23% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.83% | +0.26% | +0.07% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.10% | +0.20% | +5.44% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | +0.02% | -2.92% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +12.82% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.01% | -1.00% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.07% | EXIT | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 0.22% | — | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | +0.01% | -4.60% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.17% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | — | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | -7.37% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.12% | +0.01% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.01% | +44.77% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.01% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.01% | +2.26% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | — | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.08% | -0.01% | +7.93% | |
| 26 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.08% | — | — | |
| 27 | AEP | American Electric Power | Stock-Utilities | 0.08% | — | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.08% | — | +0.03% | |
| 29 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.07% | -0.01% | — | |
| 30 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.07% | -0.01% | +1184.21% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.07% | — | — | |
| 32 | XEL | Xcel Energy Inc | Stock-Utilities | 0.07% | — | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | — | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | — | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | — | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | — | +9.91% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.05% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | -0.02% | -2.61% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | -0.01% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | +0.01% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.05% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.05% | -0.01% | +15.70% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | +0.01% | +50.00% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.04% | — | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.04% | +0.02% | +313.89% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.04% | -0.01% | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.04% | -0.01% | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.04% | — | +23.26% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | +0.01% | — |
According to official SEC Form 13F filings, IFS Advisors, LLC reported a total U.S. public equity portfolio value of $208.8M across 199 disclosed positions in Q1 2025.
During Q1 2025, IFS Advisors, LLC's top holdings by market value included IVV (41.0%)、SGOV (16.7%)、DGRO (10.4%). The largest single position, IVV, represented 41.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SGOV, DGRO) accounted for 48.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $50.5M
In Q1 2025, IFS Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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