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CIK: 0001765617
Total reported value
$208.8M
$208.8M
217 檔
49.5%
According to the latest 13F quarterly dataset, IFS Advisors, LLC managed an equity portfolio of $208.8M at the end of Q1 2026, spanning 217 distinct U.S. exchange-listed positions.
In Q1 2026, IFS Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.63% | +0.72% | -0.90% | |
| 2 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 12.09% | -0.79% | +3.38% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.19% | -0.70% | +1.16% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.72% | -0.01% | +1.66% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 7.64% | -0.47% | +1.21% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.51% | +0.61% | +4.07% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.16% | -0.19% | -1.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.68% | +0.28% | -0.43% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.36% | +0.21% | +4.97% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.05% | +0.26% | -1.75% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.69% | +0.20% | +4.74% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.97% | -0.17% | +2.40% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.40% | -0.18% | -1.80% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.25% | +0.38% | +4.16% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.39% | -0.14% | +0.06% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.00% | -0.12% | +14.90% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | +0.02% | -1.21% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.01% | +2.66% | |
| 20 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | +0.01% | +3.37% | |
| 22 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.14% | +0.01% | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.02% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | +6490.91% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | +0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.01% | +8.18% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | +8.17% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.08% | +0.01% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.08% | -0.01% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.07% | — | -22.45% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.07% | EXIT | |
| 33 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.06% | -0.01% | +23.01% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.02% | +158.99% | |
| 35 | XEL | Xcel Energy Inc | Stock-Utilities | 0.06% | — | +53.93% | |
| 36 | LNT | Alliant Energy CORP | Stock-Utilities | 0.06% | — | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | -0.02% | +20.94% | |
| 38 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.05% | — | — | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.05% | — | +32.92% | |
| 40 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.05% | -0.01% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.04% | — | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.04% | — | +446.26% | |
| 43 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.04% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.04% | — | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | -0.01% | +16.82% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.03% | +0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +3.38% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +4.97% | Add |
| 3 | DGRO | Ishares Core Dividend Growth | +0.2% | +1.66% | Add |
| 4 | SCHA | Schwab US Small-cap ETF | +0.1% | +4.16% | Add |
| 5 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +14.90% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +6490.91% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.1% | +4.74% | Add |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +1.16% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.43% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +270.14% | Add |
| 11 | CVX | Chevron CORP | 0% | +158.99% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | 0% | -1.75% | Trim |
| 13 | BND | Vanguard Total Bond Market | 0% | +2.40% | Add |
| 14 | MO | Altria Group Inc | 0% | +446.26% | Add |
| 15 | XEL | Xcel Energy Inc | 0% | +53.93% | Add |
| 16 | TPL | Texas Pacific Land CORP | 0% | — | Unchanged |
| 17 | AEP | American Electric Power | 0% | +32.92% | Add |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +1.21% | Add |
| 19 | DE | Deere & Co | 0% | — | Unchanged |
| 20 | DOW | Dow Inc | 0% | +209.63% | Add |
| 21 | PDBC | Invesco Optimum Yield Divers | 0% | — | Unchanged |
| 22 | SVXY | Proshares Short Vix St Futur | 0% | +130.43% | Add |
| 23 | NFLX | Netflix Inc | 0% | +150.00% | Add |
| 24 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 25 | AMZN | Amazon.com Inc | 0% | +20.94% | Add |
| 26 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 27 | LNG | Cheniere Energy Inc | 0% | — | Unchanged |
| 28 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | 0% | +8.18% | Add |
| 30 | INTC | Intel CORP | 0% | — | Unchanged |
| 31 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 32 | ADM | Archer-daniels-midland Co | — | +110.29% | Add |
| 33 | XUSP | Innovator Uncapped Acc US Eq | — | +23.01% | Add |
| 34 | UPS | United Parcel Service-cl B | — | +116.26% | Add |
| 35 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 36 | USO | United States Oil Fund LP | — | — | Unchanged |
| 37 | TFLO | Ishares Treasury Floating Ra | — | +0.06% | Add |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 39 | DIS | Walt Disney Co/the | — | +98.04% | Add |
| 40 | CAH | Cardinal Health Inc | — | — | Unchanged |
| 41 | CAT | Caterpillar Inc | — | — | Unchanged |
| 42 | IEMG | Ishares Core Msci Emerging | — | +45.63% | Add |
| 43 | MSFT | Microsoft CORP | — | +1.79% | Add |
| 44 | COST | Costco Wholesale CORP | — | +10.53% | Add |
| 45 | KKR | Kkr & Co Inc | — | — | Unchanged |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 47 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 48 | AVGO | Broadcom Inc | — | — | Unchanged |
| 49 | T | At&t Inc | — | — | Unchanged |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | +41.29% | Add |
According to official SEC Form 13F filings, IFS Advisors, LLC reported a total U.S. public equity portfolio value of $208.8M across 217 disclosed positions in Q1 2026.
During Q1 2026, IFS Advisors, LLC's top holdings by market value included IVV (15.6%)、IBDR (12.1%)、SGOV (9.2%). The largest single position, IVV, represented 15.6% 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, IBDR, SGOV) accounted for 49.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEE
市值: $160.2K
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $18.3K
In Q1 2026, IFS Advisors, LLC made 74 total portfolio adjustments, initiating 27 new buys, adding to 37 positions, trimming 7 holdings, and fully liquidating 3 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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