IA
IF Advisors, LLC
Diversified strategySector-focusedMomentum follower
Total reported value
$141.5M
Reporting period: 2026-03-31 · Number of holdings: 53
IF Advisors, LLC disclosed 53 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $141.5M and a quarterly turnover rate of 21.9%.
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Personality snowflake
- Concentration
- 18.57
- Portfolio Stability
- 21.91
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 87.8
Recent moves
Trim VV
-7.8% -$2.1M
Add VTI
+817.5% $3.7M
Trim JMST
-7.5% -$648.3K
Trim BRK-B
-7.2% -$719.8K
Trim TSLA
-37.3% -$966.1K
Add SCHX
+57.4% $1.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.37% | -3.25% | -7.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.09% | +0.15% | +13.69% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.15% | -0.39% | +10.09% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.69% | -1.38% | -7.52% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.98% | -0.41% | +5.51% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.92% | -1.17% | -7.16% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.72% | -0.45% | +0.06% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.72% | -0.46% | +2.80% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.32% | -0.31% | +0.89% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.24% | -0.39% | +1.11% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 3.20% | -0.04% | +13.70% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.18% | -0.12% | +11.25% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.98% | +2.59% | +817.54% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.68% | -0.24% | +6.46% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.59% | +0.04% | +7.68% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.57% | -0.45% | -2.39% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.27% | +0.53% | +57.37% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.90% | +0.37% | +38.40% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.86% | -0.15% | +6.75% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.71% | -0.21% | -0.00% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.67% | +1.67% | NEW | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.53% | +0.33% | +38.32% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.46% | -0.14% | +2.22% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | +0.25% | +0.03% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.10% | +0.33% | +59.53% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | -0.15% | +0.08% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.95% | +0.95% | NEW | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.78% | +0.78% | NEW | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | -0.02% | +11.99% | |
| 30 | TSLA | Tesla INC | Stock-Consumer Disc | 0.74% | -0.89% | -37.27% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | +0.66% | NEW | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.65% | +0.65% | NEW | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | — | — | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.50% | -0.06% | — | |
| 35 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.47% | +0.47% | NEW | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | — | -0.01% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.25% | +175.14% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.08% | — | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.33% | +0.33% | NEW | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.07% | — | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.28% | +0.28% | NEW | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | +0.26% | NEW | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.07% | — | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.26% | +0.26% | NEW | |
| 45 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.22% | +0.22% | NEW | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | +0.21% | NEW | |
| 47 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 0.20% | +0.20% | NEW | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | — | — | |
| 49 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.18% | — | — | |
| 50 | HTH | Hilltop Holdings INC | Stock-Other | 0.17% | -0.02% | — |
1–50 of 53
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
IF Advisors, LLC's most significant position changes for 2026-03-31: New buy: Janus Henderson Aaa Clo ETF (JAAA); New buy: Dimensional US Core Equity 2 (DFAC); New buy: Avantis U.s. Equity ETF (AVUS); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Dimensional International Co (DFIC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.6% | +817.54% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.5% | +57.37% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.4% | +38.40% | Add |
| 4 | AVLV | Avantis US Large Cap Value | +0.3% | +38.32% | Add |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.3% | +59.53% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +0.03% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +175.14% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +13.69% | Add |
| 9 | AVUV | Avantis US Small Cap Value | 0% | +7.68% | Add |
| 10 | IEF | Ishares 7-10 Year Treasury B | 0% | +11.99% | Add |
| 11 | HTH | Hilltop Holdings INC | 0% | — | Unchanged |
| 12 | SUB | Ishares Short-term National | 0% | +13.70% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 14 | SCHH | Schwab US Reit ETF | -0.1% | — | Unchanged |
| 15 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 16 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 18 | VTES | Vanguard Sh Term Tax-ex Bond | -0.1% | +11.25% | Add |
| 19 | VBR | Vanguard Small-cap Value ETF | -0.1% | +2.22% | Add |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | +6.75% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | -0.2% | +0.08% | Add |
| 22 | OKLO | Oklo INC | -0.2% | -19.12% | Trim |
| 23 | CMC | Commercial Metals Co | -0.2% | -42.55% | Trim |
| 24 | SCHA | Schwab US Small-cap ETF | -0.2% | -0.00% | Trim |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | +6.46% | Add |
| 26 | EFV | Ishares Msci Eafe Value ETF | -0.3% | +0.89% | Add |
| 27 | VO | Vanguard Mid-cap ETF | -0.4% | +10.09% | Add |
| 28 | VB | Vanguard Small-cap ETF | -0.4% | +1.11% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +5.51% | Add |
| 30 | VTV | Vanguard Value ETF | -0.5% | +0.06% | Add |
| 31 | VNQ | Vanguard Real Estate ETF | -0.5% | -2.39% | Trim |
| 32 | BND | Vanguard Total Bond Market | -0.5% | +2.80% | Add |
| 33 | TSLA | Tesla INC | -0.9% | -37.27% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -7.16% | Trim |
| 35 | JMST | JPM Ultra-short Muni Income | -1.4% | -7.52% | Trim |
| 36 | VV | Vanguard Large-cap ETF | -3.3% | -7.81% | Trim |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 38 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 39 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 40 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 41 | DFIC | Dimensional International Co | — | NEW | New buy |
| 42 | SCHY | Schwab International Dvd ETF | — | NEW | New buy |
| 43 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | — | NEW | New buy |
| 45 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | NEW | New buy |
| 47 | AVIV | Avantis Int Lrg Cap Val ETF | — | NEW | New buy |
| 48 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 49 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 50 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | — | NEW | New buy |
FAQ
What is IF Advisors, LLC and what type of investor is it?
IF Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $141.5M, spread across 53 disclosed positions.
What are IF Advisors, LLC's largest equity positions?
Based on the latest 13F filing, IF Advisors, LLC's top holdings by market value are:
1. Vanguard Large-cap ETF (VV) — $14.7M (10.4%)
2. Vanguard Ftse Developed ETF (VEA) — $14.3M (10.1%)
3. Vanguard Mid-cap ETF (VO) — $10.1M (7.2%)
4. JPM Ultra-short Muni Income (JMST) — $8.1M (5.7%)
5. Vanguard Ftse Emerging Marke (VWO) — $7.0M (5.0%)
What changes did IF Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, IF Advisors, LLC made 44 notable position adjustments: 13 new positions were initiated, 22 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Janus Henderson Aaa Clo ETF (JAAA); New buy: Dimensional US Core Equity 2 (DFAC); New buy: Avantis U.s. Equity ETF (AVUS); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Dimensional International Co (DFIC)
What sectors does IF Advisors, LLC focus on?
IF Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 56.8%
• Energy: 19.9%
• Consumer Discretionary: 10.7%
• Information Technology: 4.4%
• Communication Services: 3.8%
• Utilities: 2.3%
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