Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IFS Advisors, LLC (CIK 1765617) reported $194.0M across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($30.3M, 15.63%), IBDR ($23.5M, 12.09%), SGOV ($17.8M, 9.19%), DGRO ($16.9M, 8.72%), BSCQ ($14.8M, 7.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $30.3M | 15.63% | 46,422 | Trimmed |
| 2 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $23.5M | 12.09% | 967,802 | Added |
| 3 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $17.8M | 9.19% | 177,167 | Added |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $16.9M | 8.72% | 241,130 | Added |
| 5 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $14.8M | 7.64% | 759,178 | Added |
| 6 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $14.6M | 7.51% | 500,081 | Added |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | $13.9M | 7.16% | 153,578 | Trimmed |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | $11.0M | 5.68% | 163,242 | Trimmed |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $8.5M | 4.36% | 185,542 | Added |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | $7.9M | 4.05% | 63,266 | Trimmed |
| 11 | VO | VANGUARD MID-CAP ETF | $7.2M | 3.69% | 24,945 | Added |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | $5.8M | 2.97% | 78,303 | Added |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.7M | 2.40% | 46,843 | Trimmed |
| 14 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.4M | 2.25% | 150,002 | Added |
| 15 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2.7M | 1.39% | 53,225 | Added |
| 16 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.9M | 1.00% | 38,497 | Added |
| 17 | IWB | ISHARES RUSSELL 1000 ETF | $754,124 | 0.39% | 2,115 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $581,269 | 0.30% | 1,213 | Hold |
| 19 | AAPL | APPLE INC COM | $461,030 | 0.24% | 1,816 | Added |
| 20 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $327,048 | 0.17% | 767 | Added |
| 21 | EPS | WISDOMTREE U.S. LARGECAP FUND | $331,900 | 0.17% | 4,873 | Hold |
| 22 | CAH | CARDINAL HEALTH INC COM | $270,476 | 0.14% | 1,280 | Hold |
| 23 | QQQ | INVESCO QQQ TRUST SERIES I | $248,764 | 0.13% | 431 | Hold |
| 24 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $227,426 | 0.12% | 491 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO COM | $213,387 | 0.11% | 725 | Added |
Source: SEC Form 13F filings · as of 2026-03-31