Ifs Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$194.0M
Q ending 2026-03-31
Prior quarter
$192.5M
Q ending 2025-12-31
Change
+0.8% QoQ · +57.6% YoY
Positions
217
reported holdings
Largest positions
Top 100 of 217 reported positions by value, 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 |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $30.3M | 46K |
| Ishares Ibonds Dec 2026 Term Corpo | IBDR | Shares | $23.5M | 968K |
| Ishares 0-3 Month Treasury Bond Et | SGOV | Shares | $17.8M | 177K |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $16.9M | 241K |
| Invesco Bulletshares 2026 Corporat | BSCQ | Shares | $14.8M | 759K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $14.6M | 500K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $13.9M | 154K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $11.0M | 163K |
| State Street Spdr Portfolio Develo | SPDW | Shares | $8.5M | 186K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $7.9M | 63K |
| Vanguard Mid-Cap Etf | VO | Shares | $7.2M | 25K |
| Vanguard Total Bond Market Etf | BND | Shares | $5.8M | 78K |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $4.7M | 47K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $4.4M | 150K |
| Ishares Treasury Floating Rate Bon | TFLO | Shares | $2.7M | 53K |
| Wisdomtree Floating Rate Treasury | USFR | Shares | $1.9M | 38K |
| Ishares Russell 1000 Etf | IWB | Shares | $754K | 2K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $581K | 1K |
| Apple Inc Com | AAPL | Shares | $461K | 2K |
| Wisdomtree U.S. Largecap Fund | EPS | Shares | $332K | 5K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $327K | 767 |
| Cardinal Health Inc Com | CAH | Shares | $270K | 1K |
| Invesco Qqq Trust Series I | QQQ | Shares | $249K | 431 |
| State Street Spdr Dow Jones Indust | DIA | Shares | $227K | 491 |
| Jpmorgan Chase & Co Com | JPM | Shares | $213K | 725 |
| Tesla Inc Com | TSLA | Shares | $201K | 542 |
| Nvidia Corporation Com | NVDA | Shares | $185K | 1K |
| Visa Inc Com Cl A | V | Shares | $184K | 609 |
| Deere & Co Com | DE | Shares | $161K | 286 |
| Nextera Energy Inc Com | NEE | Shares | $160K | 2K |
| Automatic Data Processing Inc Com | ADP | Shares | $140K | 691 |
| Exxon Mobil Corp Com | XOM | Shares | $133K | 781 |
| Innovator Uncapped Accelerated U.S | XUSP | Shares | $124K | 3K |
| Chevron Corporation Com | CVX | Shares | $116K | 562 |
| Xcel Energy Inc Com | XEL | Shares | $115K | 1K |
| Alliant Energy Corp Com | LNT | Shares | $111K | 2K |
| Amazon Com Inc Com | AMZN | Shares | $107K | 514 |
| Invesco S&P 500 High Dividend Low | SPHD | Shares | $103K | 2K |
| American Elec Pwr Co Inc Com | AEP | Shares | $99K | 759 |
| Texas Pacific Land Corporation Com | TPL | Shares | $94K | 198 |
| Ishares Russell 1000 Value Etf | IWD | Shares | $82K | 383 |
| Altria Group Inc Com | MO | Shares | $82K | 1K |
| Invesco Optimum Yield Diversified | PDBC | Shares | $81K | 5K |
| Vanguard S&P 500 Etf | VOO | Shares | $79K | 132 |
| Philip Morris Intl Inc Com | PM | Shares | $72K | 437 |
| Merck & Co Inc Com | MRK | Shares | $72K | 597 |
| Meta Platforms Inc Cl A | META | Shares | $72K | 125 |
| Vanguard Information Technology Et | VGT | Shares | $68K | 96 |
| Procter & Gamble Co Com | PG | Shares | $67K | 465 |
| Verizon Communications Inc Com | VZ | Shares | $62K | 1K |
| Crowdstrike Hldgs Inc Cl A | CRWD | Shares | $58K | 149 |
| Pfizer Inc Com | PFE | Shares | $51K | 2K |
| Ishares Floating Rate Bond Etf | FLOT | Shares | $51K | 1K |
| Ishares 1-3 Year Treasury Bond Etf | SHY | Shares | $50K | 600 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $48K | 169 |
| International Business Machs Com | IBM | Shares | $48K | 197 |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $46K | 725 |
| Ingredion Inc Com | INGR | Shares | $45K | 398 |
| Ford Mtr Co Com | F | Shares | $44K | 4K |
| Abbvie Inc Com | ABBV | Shares | $43K | 200 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $42K | 1K |
| Caterpillar Inc Com | CAT | Shares | $38K | 53 |
| Consolidated Edison Inc Com | ED | Shares | $38K | 332 |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $37K | 1K |
| Advanced Micro Devices Inc Com | AMD | Shares | $37K | 180 |
| Bristol-Myers Squibb Co Com | BMY | Shares | $35K | 579 |
| Southern Co Com | SO | Shares | $34K | 348 |
| Capitol Fed Finl Inc Com | CFFN | Shares | $32K | 4K |
| Proshares Short Vix Short-Term Fut | SVXY | Shares | $32K | 689 |
| Broadcom Inc Com | AVGO | Shares | $31K | 100 |
| Central Bancompany Com Cl A | CBC | Shares | $27K | 1K |
| Archer Daniels Midland Co Com | ADM | Shares | $27K | 368 |
| Public Svc Enterprise Group Com | PEG | Shares | $27K | 328 |
| United Parcel Svcs Inc Cl B | UPS | Shares | $26K | 266 |
| Ishares Russell 2000 Etf | IWM | Shares | $26K | 105 |
| Edison Intl Com | EIX | Shares | $26K | 352 |
| At&T Inc Com | T | Shares | $25K | 864 |
| Brookfield Infrastructure Part Lp | Shares | $24K | 675 | |
| Dow Hldgs Inc Com | DOW | Shares | $24K | 579 |
| Netflix Inc. Com | NFLX | Shares | $24K | 250 |
| United States Oil Fund Lp | USO | Shares | $24K | 186 |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $24K | 410 |
| 3M Co Com | MMM | Shares | $23K | 158 |
| Microsoft Corp Com | MSFT | Shares | $21K | 57 |
| Costco Wholesale Corporation Com | COST | Shares | $21K | 21 |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $21K | 300 |
| United States Natural Gas Fund Lp | UNG | Shares | $21K | 2K |
| Home Depot Inc Com | HD | Shares | $21K | 63 |
| Duke Energy Corp New Com New | DUK | Shares | $20K | 154 |
| Travelers Companies Inc Com | TRV | Shares | $20K | 69 |
| Disney Walt Co Com | DIS | Shares | $19K | 202 |
| Bunge Global Sa Com Shs | Shares | $19K | 150 | |
| Csx Corp Com | CSX | Shares | $19K | 461 |
| Johnson & Johnson Com | JNJ | Shares | $18K | 72 |
| Tanger Inc Com | SKT | Shares | $17K | 500 |
| Centerpoint Energy Inc Com | CNP | Shares | $17K | 387 |
| Ge Aerospace Com New | GE | Shares | $16K | 58 |
| Dte Energy Co Com | DTE | Shares | $15K | 105 |
| Unilever Plc Spon Adr New | UL | Shares | $15K | 266 |
| Unitedhealth Group Inc Com | UNH | Shares | $15K | 55 |
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.