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CIK: 0002087139
Total reported value
$72.8M
$72.8M
143 檔
25.2%
According to the latest 13F quarterly dataset, IFS Group,LLC managed an equity portfolio of $72.8M at the end of Q1 2026, spanning 143 distinct U.S. exchange-listed positions.
IFS Group,LLC executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 22 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 4.77% | -4.39% | -1.60% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-Other | 3.41% | +2.00% | -11.57% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 2.88% | +1.34% | -11.34% | |
| 4 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.70% | +1.14% | +200.00% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.61% | +1.55% | +4.42% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.55% | +2.70% | +11.44% | |
| 7 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 2.53% | -2.53% | EXIT | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.48% | +0.30% | +11.25% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.39% | -2.39% | EXIT | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.01% | -2.01% | EXIT | |
| 11 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.98% | +2.42% | +40.18% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.96% | -1.96% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.94% | -15.28% | |
| 14 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.78% | +0.88% | -7.36% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.75% | -0.81% | +9.91% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.75% | -1.75% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | +1.38% | -11.45% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.78% | -24.96% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | +0.46% | -7.33% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.39% | -1.39% | EXIT | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.34% | -0.59% | -12.18% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.28% | -1.28% | EXIT | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -1.27% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | +0.09% | -60.07% | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 1.15% | +0.34% | +1.04% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.10% | +0.91% | -7.63% | |
| 27 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.10% | -1.10% | EXIT | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | +0.88% | +38.63% | |
| 29 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.97% | +1.11% | +33.49% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.94% | -0.94% | EXIT | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.84% | -0.84% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.27% | -15.95% | |
| 33 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.80% | +0.83% | +73.28% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | +0.41% | -10.26% | |
| 35 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.73% | +0.44% | +12.33% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.72% | -0.72% | EXIT | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | -0.72% | EXIT | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.69% | +0.62% | +23.85% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.69% | +1.19% | +10.48% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.35% | -5.66% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.65% | -22.35% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.67% | +0.05% | +47.34% | |
| 43 | NEM | Newmont CORP | Stock-Materials | 0.66% | +0.26% | -38.90% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.65% | -20.59% | |
| 45 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.60% | -0.60% | EXIT | |
| 46 | IGF | Ishares Global Infrastructur | ETF-Other | 0.59% | -0.59% | EXIT | |
| 47 | BENJ | Horizon Landmark ETF | ETF-Other | 0.58% | -0.58% | EXIT | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.57% | +0.80% | -2.93% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.01% | -18.18% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.56% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONV | Vanguard Russell 1000 Value | +1.4% | +197.58% | Add |
| 2 | TPL | Texas Pacific Land CORP | +0.9% | +200.00% | Add |
| 3 | FTC | First Trust Large Cap Growth | +0.5% | +40.18% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +14.37% | Add |
| 5 | FDV | Fed Hermes US Strat Div ETF | +0.4% | +73.28% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.3% | +11.44% | Add |
| 7 | GLW | Corning Inc | +0.3% | +10.48% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +38.63% | Add |
| 9 | IRDM | Iridium Communications Inc | +0.3% | +32.28% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.3% | +11.25% | Add |
| 11 | SDVY | First Trust Smid Cap Rising | +0.2% | +125.09% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.2% | +1.04% | Add |
| 13 | BA | Boeing Co/the | +0.2% | +47.34% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +20.07% | Add |
| 15 | GEV | GE Vernova Inc | +0.2% | +0.29% | Add |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.2% | +33.49% | Add |
| 17 | MBB | Ishares Mbs ETF | +0.2% | +9.91% | Add |
| 18 | LGOV | First Tr Long Duration O-etf | +0.2% | +48.02% | Add |
| 19 | SLV | Ishares Silver Trust | +0.1% | +4.52% | Add |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +22.33% | Add |
| 21 | FDL | First Trust Morn Dvd Lead In | +0.1% | -7.36% | Trim |
| 22 | OXY | Occidental Petroleum CORP | +0.1% | -0.71% | Trim |
| 23 | FIXD | First Trust Smith Opportunis | +0.1% | +23.85% | Add |
| 24 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +4.42% | Add |
| 25 | VOD | Vodafone Group Plc-sp Adr | +0.1% | -2.27% | Trim |
| 26 | JQUA | Jpmorgan US Quality Factor | +0.1% | +60.90% | Add |
| 27 | PDBC | Invesco Optimum Yield Divers | +0.1% | +3.13% | Add |
| 28 | AGGH | Simplify Aggregate Bond ETF | +0.1% | +5.21% | Add |
| 29 | CCJ | Cameco CORP | +0.1% | — | Unchanged |
| 30 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +36.26% | Add |
| 31 | IGF | Ishares Global Infrastructur | +0.1% | +8.45% | Add |
| 32 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +4.97% | Add |
| 33 | BTI | British American Tob-sp Adr | +0.1% | +28.14% | Add |
| 34 | AMD | Advanced Micro Devices | +0.1% | -0.52% | Trim |
| 35 | SNY | Sanofi-adr | +0.1% | +41.50% | Add |
| 36 | XLE | Ss Energy Select Sector | +0.1% | +98.48% | Add |
| 37 | ENB | Enbridge Inc | +0.1% | +15.64% | Add |
| 38 | JHPI | John Hancock Preferred Incom | +0.1% | +12.33% | Add |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | -11.45% | Trim |
| 40 | IEMG | Ishares Core Msci Emerging | +0.1% | -1.12% | Trim |
| 41 | USB | US Bancorp | +0.1% | +15.61% | Add |
| 42 | PLD | Prologis Inc | +0.1% | +12.64% | Add |
| 43 | DE | Deere & Co | +0.1% | — | Unchanged |
| 44 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +18.38% | Add |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +6.57% | Add |
| 46 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +2.59% | Add |
| 47 | FTA | First Trust L C Val Alp | 0% | -1.90% | Trim |
| 48 | LLY | Eli Lilly & Co | 0% | -1.34% | Trim |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +11.29% | Add |
| 50 | PNC | Pnc Financial Services Group | 0% | +7.46% | Add |
According to official SEC Form 13F filings, IFS Group,LLC reported a total U.S. public equity portfolio value of $72.8M across 143 disclosed positions in Q1 2026.
During Q1 2026, IFS Group,LLC's top holdings by market value included QDPL (4.8%)、FVD (3.4%)、FTCS (2.9%). The largest single position, QDPL, represented 4.8% 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 QDPL, FVD, FTCS) accounted for 25.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VONG
市值: $1.1M
Top Position Liquidated / Trimmed
CZNC
前期市值: $1.6M
In Q1 2026, IFS Group,LLC made 160 total portfolio adjustments, initiating 20 new buys, adding to 58 positions, trimming 60 holdings, and fully liquidating 22 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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