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.
INTERACTIVE FINANCIAL ADVISORS, INC. (CIK 1419099) reported $152.9M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($19.9M, 12.99%), VEA ($10.9M, 7.12%), AGG ($10.3M, 6.75%), RAVI ($9.5M, 6.24%), QQQ ($6.9M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $19.9M | 12.99% | 30,394 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $10.9M | 7.12% | 169,886 | Added |
| 3 | AGG | ISHARES TR | $10.3M | 6.75% | 103,877 | Trimmed |
| 4 | RAVI | FLEXSHARES TR | $9.5M | 6.24% | 126,541 | Added |
| 5 | QQQ | INVESCO QQQ TR | $6.9M | 4.48% | 11,871 | Trimmed |
| 6 | TLT | ISHARES TR | $6.8M | 4.45% | 78,474 | Trimmed |
| 7 | QUAL | ISHARES TR | $6.7M | 4.37% | 34,798 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 3.69% | 26,264 | Trimmed |
| 9 | SLYV | SPDR SERIES TRUST | $4.9M | 3.20% | 51,787 | Added |
| 10 | SLYG | SPDR SERIES TRUST | $4.7M | 3.07% | 48,634 | Added |
| 11 | SPIB | SPDR SERIES TRUST | $4.6M | 3.04% | 138,444 | Added |
| 12 | GOVT | ISHARES TR | $4.0M | 2.61% | 173,960 | Added |
| 13 | VV | VANGUARD INDEX FDS | $3.7M | 2.42% | 12,389 | Trimmed |
| 14 | IGM | ISHARES TR | $3.5M | 2.30% | 29,609 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $3.2M | 2.10% | 66,655 | Added |
| 16 | SPGM | SPDR INDEX SHS FDS | $2.6M | 1.70% | 34,363 | Added |
| 17 | ITA | ISHARES TR | $2.5M | 1.63% | 11,398 | Trimmed |
| 18 | ANGL | VANECK ETF TRUST | $2.3M | 1.50% | 80,020 | Added |
| 19 | EFV | ISHARES TR | $2.2M | 1.44% | 29,685 | Trimmed |
| 20 | IWN | ISHARES TR | $2.0M | 1.33% | 10,717 | Trimmed |
| 21 | XLV | SELECT SECTOR SPDR TR | $2.0M | 1.32% | 13,717 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $1.7M | 1.11% | 5,889 | Added |
| 23 | LQD | ISHARES TR | $1.6M | 1.06% | 14,866 | Trimmed |
| 24 | IAU | ISHARES GOLD TR | $1.6M | 1.04% | 17,951 | Added |
| 25 | XLU | SELECT SECTOR SPDR TR | $1.6M | 1.02% | 34,137 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31