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CIK: 0001765617
Total reported value
$208.8M
$208.8M
193 檔
50.0%
As reported in its official Q4 2025 Form 13F filing, IFS Advisors, LLC's tracked investment portfolio stood at $208.8M with 193 total positions.
In Q4 2025, IFS Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IBDR, SGOV) accounted for 50.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPDW
市值: $7.8M
Top Position Liquidated / Trimmed
KHC
前期市值: $7.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.67% | +0.72% | -24.34% | |
| 2 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 11.78% | -0.79% | +100.36% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.13% | -0.70% | -17.29% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.55% | -0.01% | +15.07% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.14% | +0.61% | +21.82% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 7.63% | -0.47% | +212.04% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.28% | -0.19% | -21.19% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.62% | +0.28% | +1.32% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.08% | +0.21% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.02% | +0.26% | -23.72% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.59% | +0.20% | +77.22% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.94% | -0.17% | -16.52% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.48% | -0.18% | +21.84% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.13% | +0.38% | +175.46% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.39% | -0.14% | -6.34% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.88% | -0.12% | +9.85% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.42% | +0.02% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | -6.60% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | +0.01% | +6.92% | |
| 21 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.02% | — | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.14% | +0.01% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.01% | — | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | — | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | — | +6.63% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | -0.01% | -9.94% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.07% | +0.01% | +13.94% | |
| 30 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.06% | -0.01% | +3.92% | |
| 31 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.05% | — | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | -0.02% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | -48.24% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.04% | — | — | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | +0.01% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | -0.01% | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.04% | +0.02% | — | |
| 38 | XEL | Xcel Energy Inc | Stock-Utilities | 0.04% | — | -1.46% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | — | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.03% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.03% | — | — | |
| 42 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.03% | — | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | +0.01% | — | |
| 44 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.03% | -0.01% | +200.00% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | — | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.03% | -0.01% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | +0.08% | |
| 48 | F | Ford Motor Co | Stock-Consumer Disc | 0.03% | +0.01% | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | -0.01% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 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 193 disclosed positions in Q4 2025.
During Q4 2025, IFS Advisors, LLC's top holdings by market value included IVV (16.7%)、IBDR (11.8%)、SGOV (9.1%). The largest single position, IVV, represented 16.7% of total portfolio value.
In Q4 2025, IFS Advisors, LLC made 38 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 11 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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