If Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$141.5M
Q ending 2026-03-31
Prior quarter
$123.1M
Q ending 2025-12-31
Change
+14.9% QoQ
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Funds | VV | Shares | $14.7M | 49K |
| Vanguard Index Funds | VEA | Shares | $14.3M | 223K |
| Vanguard Index Funds | VO | Shares | $10.1M | 35K |
| Jpmorgan Trust I | JMST | Shares | $8.1M | 158K |
| Vanguard Index Funds | VWO | Shares | $7.0M | 130K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.5M | 12K |
| Vanguard Index Funds | VTV | Shares | $5.3M | 27K |
| Vanguard Bond Index Funds | BND | Shares | $5.3M | 71K |
| Ishares Trust | EFV | Shares | $4.7M | 63K |
| Vanguard Index Funds | VB | Shares | $4.6M | 18K |
| Ishares Trust | SUB | Shares | $4.5M | 43K |
| Vanguard Municipal Bond Funds | VTES | Shares | $4.5M | 45K |
| Vanguard Index Funds | VTI | Shares | $4.2M | 13K |
| Ishares Trust | IEI | Shares | $3.8M | 32K |
| American Century Etf Trust | AVUV | Shares | $3.7M | 33K |
| Vanguard Specialized Funds | VNQ | Shares | $3.6M | 41K |
| Schwab Strategic Trust | SCHX | Shares | $3.2M | 125K |
| Schwab Strategic Trust | SCHF | Shares | $2.7M | 108K |
| Ishares Trust | SHY | Shares | $2.6M | 32K |
| Schwab Strategic Trust | SCHA | Shares | $2.4M | 83K |
| Janus Detroit Street Trust | JAAA | Shares | $2.4M | 47K |
| American Century Etf Trust | AVLV | Shares | $2.2M | 27K |
| Vanguard Index Funds | VBR | Shares | $2.1M | 10K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Schwab Strategic Trust | SCHM | Shares | $1.5M | 50K |
| Ishares Trust | IWM | Shares | $1.5M | 6K |
| Dimensional Etf Trust | DFAC | Shares | $1.3M | 34K |
| American Century Etf Trust | AVUS | Shares | $1.1M | 10K |
| Ishares Trust | IEF | Shares | $1.1M | 11K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Schwab Strategic Trust | SCHD | Shares | $930K | 30K |
| Dimensional Etf Trust | DFIC | Shares | $913K | 26K |
| Vanguard Municipal Bond Funds | VTEB | Shares | $798K | 16K |
| Schwab Strategic Trust | SCHH | Shares | $708K | 33K |
| Schwab Strategic Trust | SCHY | Shares | $660K | 21K |
| Schwab Strategic Trust | SCHE | Shares | $639K | 19K |
| Ishares Trust | IEMG | Shares | $577K | 8K |
| Vanguard Index Funds | VOO | Shares | $577K | 965 |
| Dimensional Etf Trust | DFEM | Shares | $467K | 14K |
| Nvidia Corp | NVDA | Shares | $433K | 2K |
| Pacer Funds Trust | CALF | Shares | $397K | 9K |
| Ishares Trust | IEFA | Shares | $368K | 4K |
| Alphabet Inc | GOOG | Shares | $366K | 1K |
| Spdr Series Trust | SLYV | Shares | $362K | 4K |
| American Century Etf Trust | AVIV | Shares | $312K | 4K |
| Schwab Strategic Trust | SCHV | Shares | $295K | 10K |
| Spdr Series Trust | Shares | $289K | 3K | |
| Vanguard Index Funds | VXUS | Shares | $263K | 3K |
| Wisdomtree Trust | EZM | Shares | $253K | 4K |
| Hilltop Holdings Inc | HTH | Shares | $244K | 7K |
| Ishares Trust | IVV | Shares | $231K | 353 |
| Oklo Inc | OKLO | Shares | $220K | 4K |
| Commercial Metals Co | CMC | Shares | $217K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.