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CIK: 0001765617
Total reported value
$331.9M
$331.9M
220 檔
33.3%
At the close of Q2 2026, IFS Advisors, LLC disclosed equity holdings valued at approximately $331.9M, spread across 220 reported holdings.
IFS Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 7 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IBDR, DGRO) accounted for 33.3% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.35% | -5.88% | -1.80% | |
| 2 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 11.30% | -5.48% | +0.64% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.71% | -3.29% | -0.46% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.49% | -3.10% | -0.65% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.12% | -2.59% | +0.25% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 7.17% | -3.67% | +0.99% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.97% | -2.61% | -1.82% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.96% | -2.48% | -1.13% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.57% | -1.67% | +2.16% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.31% | -1.86% | -4.08% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.89% | -1.50% | +304.14% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.80% | -1.08% | +1.79% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.63% | -1.10% | +1.35% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.22% | -0.86% | +0.01% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.25% | -0.44% | -3.49% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.88% | -0.32% | -5.50% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | -0.16% | -0.61% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.09% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.16% | -2.20% | |
| 20 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.18% | -0.06% | -1.64% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | -0.05% | +286.57% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.01% | — | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.15% | -0.06% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | -0.04% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.04% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | -0.05% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.61% | -7.56% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | -7.55% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.09% | -0.05% | — | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.07% | -0.01% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.07% | -0.03% | — | |
| 32 | LNT | Alliant Energy CORP | Stock-Utilities | 0.06% | -0.03% | — | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 0.06% | -0.03% | — | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.05% | — | — | |
| 35 | ✓ | Stock-Other | 0.05% | +0.12% | — | ||
| 36 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 0.05% | -0.02% | -27.86% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.05% | +0.20% | — | |
| 38 | AEP | American Electric Power | Stock-Utilities | 0.05% | -0.02% | — | |
| 39 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.05% | -0.02% | -5.79% | |
| 40 | ✓ | Stock-Other | 0.05% | -0.02% | — | ||
| 41 | CVX | Chevron CORP | Stock-Energy | 0.04% | +0.10% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.04% | — | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | -0.01% | +706.25% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | +0.14% | -24.90% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | +0.52% | -1.52% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.04% | -0.01% | — | |
| 47 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.04% | -0.02% | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.04% | +0.02% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | +0.01% | — | |
| 50 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.04% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | -1.80% | Trim |
| 2 | SCHG | Schwab US Large-cap Growth | +0.6% | +0.25% | Add |
| 3 | SCHA | Schwab US Small-cap ETF | +0.4% | +1.35% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | -1.13% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | -4.08% | Trim |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +2.16% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.2% | +304.14% | Add |
| 8 | ✓ | +0.1% | NEW | New buy | |
| 9 | ✓ | 0% | NEW | New buy | |
| 10 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 11 | IWB | Ishares Russell 1000 ETF | 0% | -0.61% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 14 | AAPL | Apple Inc | 0% | -2.20% | Trim |
| 15 | IWF | Ishares Russell 1000 Growth | 0% | +286.57% | Add |
| 16 | EPS | Wisdomtree US Large Cap Fund | 0% | -1.64% | Trim |
| 17 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 18 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 19 | VGT | Vanguard Info Tech ETF | 0% | +706.25% | Add |
| 20 | DE | Deere & Co | 0% | — | Unchanged |
| 21 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 22 | HD | Home Depot Inc | 0% | +79.37% | Add |
| 23 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 24 | MSFT | Microsoft CORP | 0% | +87.72% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | +12.69% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 27 | F | Ford Motor Co | 0% | — | Unchanged |
| 28 | CBC | Central Bancompany | 0% | — | Unchanged |
| 29 | SNOW | Snowflake Inc | 0% | — | Unchanged |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 31 | PK | Park Hotels & Resorts Inc | 0% | — | Unchanged |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 33 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 34 | PANW | Palo Alto Networks Inc | — | — | Unchanged |
| 35 | ADP | Automatic Data Processing | — | — | Unchanged |
| 36 | UNH | Unitedhealth Group Inc | — | +25.45% | Add |
| 37 | CMG | Chipotle Mexican Grill Inc | — | +66.37% | Add |
| 38 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 39 | VOO | Vanguard S&p 500 ETF | — | -1.52% | Trim |
| 40 | V | Visa Inc-class A Shares | — | -7.55% | Trim |
| 41 | DOW | Dow Inc | — | — | Unchanged |
| 42 | MO | Altria Group Inc | — | — | Unchanged |
| 43 | T | At&t Inc | — | +0.12% | Add |
| 44 | INGR | Ingredion Inc | — | — | Unchanged |
| 45 | LNT | Alliant Energy CORP | — | — | Unchanged |
| 46 | ABBV | Abbvie Inc | — | — | Unchanged |
| 47 | AVGO | Broadcom Inc | — | — | Unchanged |
| 48 | PM | Philip Morris International | — | — | Unchanged |
| 49 | PDBC | Invesco Optimum Yield Divers | — | — | Unchanged |
| 50 | NFLX | Netflix Inc | — | — | Unchanged |
According to official SEC Form 13F filings, IFS Advisors, LLC reported a total U.S. public equity portfolio value of $331.9M across 220 disclosed positions in Q2 2026.
During Q2 2026, IFS Advisors, LLC's top holdings by market value included IVV (16.4%)、IBDR (11.3%)、DGRO (8.7%). The largest single position, IVV, represented 16.4% of total portfolio value.
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Top New Position Initiated
市值: $106.8K
Top Position Liquidated / Trimmed
XOM
前期市值: $132.5K
In Q2 2026, IFS Advisors, LLC made 57 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 7 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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