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CIK: 0001765617
Total reported value
$208.8M
$208.8M
177 檔
51.1%
The Q3 2025 SEC filing reveals that IFS Advisors, LLC held a total portfolio value of $208.8M, covering 177 public equity positions.
IFS Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 8 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SGOV, IEFA) accounted for 51.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.25% | +0.72% | -1.75% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 12.48% | -0.70% | -0.90% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.15% | -0.19% | +4.11% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.21% | -0.01% | +0.14% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.37% | +0.61% | -1.94% | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 6.64% | -0.79% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.18% | +0.28% | +0.76% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.87% | +0.26% | +0.03% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.99% | -0.17% | — | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.75% | -0.47% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.31% | +0.20% | +1.95% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.30% | -0.18% | — | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.68% | -0.14% | — | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.90% | -0.12% | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | +0.38% | +3.82% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.46% | +0.02% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.01% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.01% | +0.96% | |
| 19 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | +0.01% | -5.83% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.02% | +4.11% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | +0.01% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.13% | — | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.01% | -0.46% | |
| 26 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.12% | +0.01% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -3.77% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.07% | +0.01% | — | |
| 30 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.06% | — | — | |
| 31 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.06% | -0.01% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | -0.02% | +3.16% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | -0.01% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 35 | XEL | Xcel Energy Inc | Stock-Utilities | 0.05% | — | — | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.04% | +0.02% | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | +0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.04% | — | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.04% | — | — | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.04% | — | — | |
| 42 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.04% | -0.01% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | +0.01% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | — | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.03% | -0.01% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.03% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | -0.01% | — | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.03% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | — | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.03% | +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 177 disclosed positions in Q3 2025.
During Q3 2025, IFS Advisors, LLC's top holdings by market value included IVV (24.3%)、SGOV (12.5%)、IEFA (10.2%). The largest single position, IVV, represented 24.3% 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.
Top New Position Initiated
SCHG
市值: $12.6M
Top Position Liquidated / Trimmed
PM
前期市值: $79.4K
In Q3 2025, IFS Advisors, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 19 holdings, and fully liquidating 8 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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