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CIK: 0001765617
Total reported value
$208.8M
$208.8M
170 檔
48.6%
As reported in its official Q2 2025 Form 13F filing, IFS Advisors, LLC's tracked investment portfolio stood at $208.8M with 170 total positions.
During Q2 2025, IFS 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 IVV, SGOV, IEFA) accounted for 48.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.61% | +0.72% | -29.94% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 16.28% | -0.70% | +4.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.06% | -0.19% | +50268.34% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.96% | -0.01% | -0.32% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.89% | +0.61% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.54% | +0.28% | +44.30% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.98% | +0.26% | +48.49% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.79% | +0.20% | +31.64% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.96% | +0.38% | -80.25% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | +0.02% | -0.83% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | +0.58% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.01% | -5.06% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | +22.43% | |
| 14 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.24% | +0.01% | -3.75% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 0.21% | — | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.16% | — | — | |
| 18 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.16% | +0.01% | +23.43% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | -0.01% | +0.65% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.01% | +0.37% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | -8.30% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.01% | — | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.07% | — | +4.28% | |
| 25 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.07% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.02% | +22.62% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | -0.01% | — | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.06% | +0.02% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.05% | — | — | |
| 32 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.05% | -0.01% | — | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 0.05% | — | -17.30% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | +0.01% | -99.52% | |
| 35 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.05% | — | — | |
| 36 | AEP | American Electric Power | Stock-Utilities | 0.04% | — | -34.44% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | +0.01% | — | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.04% | -0.01% | -4.96% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.04% | -0.01% | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.04% | -0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | -31.85% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.03% | -0.01% | -54.34% | |
| 43 | F | Ford Motor Co | Stock-Consumer Disc | 0.03% | +0.01% | -7.33% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | -60.00% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | — | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | +17.44% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.02% | -0.02% | +1.88% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | +0.01% | -62.67% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.02% | — | — |
According to official SEC Form 13F filings, IFS Advisors, LLC reported a total U.S. public equity portfolio value of $208.8M across 170 disclosed positions in Q2 2025.
During Q2 2025, IFS Advisors, LLC's top holdings by market value included IVV (29.6%)、SGOV (16.3%)、IEFA (12.1%). The largest single position, IVV, represented 29.6% of total portfolio value.
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In Q2 2025, IFS 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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