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 $208.8M across 219 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($34.1M, 16.35%), IBDR ($23.6M, 11.30%), DGRO ($18.2M, 8.71%), SGOV ($17.7M, 8.49%), SCHG ($17.0M, 8.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $34.1M | 16.35% | 45,588 | Trimmed |
| 2 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $23.6M | 11.30% | 973,964 | Added |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $18.2M | 8.71% | 240,027 | Trimmed |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $17.7M | 8.49% | 176,007 | Trimmed |
| 5 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $17.0M | 8.12% | 501,330 | Added |
| 6 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $15.0M | 7.17% | 766,729 | Added |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | $14.6M | 6.97% | 150,786 | Trimmed |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | $12.4M | 5.96% | 161,401 | Trimmed |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $9.6M | 4.57% | 189,548 | Added |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | $9.0M | 4.31% | 60,687 | Trimmed |
| 11 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | $8.1M | 3.89% | 100,813 | Added |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | $5.9M | 2.80% | 79,703 | Added |
| 13 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $5.5M | 2.63% | 152,032 | Added |
| 14 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.6M | 2.22% | 46,847 | Added |
| 15 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2.6M | 1.25% | 51,368 | Trimmed |
| 16 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.8M | 0.88% | 36,381 | Trimmed |
| 17 | IWB | ISHARES RUSSELL 1000 ETF | $860,769 | 0.41% | 2,102 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $606,973 | 0.29% | 1,213 | Hold |
| 19 | AAPL | APPLE INC COM | $514,103 | 0.25% | 1,776 | Trimmed |
| 20 | EPS | WISDOMTREE U.S. LARGECAP FUND | $372,847 | 0.18% | 4,793 | Trimmed |
| 21 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $368,164 | 0.18% | 2,965 | Added |
| 22 | QQQ | INVESCO QQQ TRUST SERIES I | $317,388 | 0.15% | 431 | Hold |
| 23 | CAH | CARDINAL HEALTH INC COM | $304,076 | 0.15% | 1,280 | Hold |
| 24 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $256,493 | 0.12% | 491 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO COM | $237,467 | 0.11% | 725 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30