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 $164.1M across 74 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($21.8M, 13.29%), VEA ($11.9M, 7.24%), AGG ($10.2M, 6.22%), RAVI ($10.0M, 6.09%), QQQ ($9.1M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.8M | 13.29% | 29,754 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 7.24% | 171,709 | Added |
| 3 | AGG | ISHARES TR | $10.2M | 6.22% | 103,176 | Trimmed |
| 4 | RAVI | FLEXSHARES TR | $10.0M | 6.09% | 132,435 | Added |
| 5 | QQQ | INVESCO QQQ TR | $9.1M | 5.55% | 12,656 | Added |
| 6 | QUAL | ISHARES TR | $7.6M | 4.66% | 35,355 | Added |
| 7 | TLT | ISHARES TR | $6.8M | 4.17% | 79,099 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $5.8M | 3.51% | 24,707 | Trimmed |
| 9 | SLYG | SPDR SERIES TRUST | $5.8M | 3.51% | 49,303 | Added |
| 10 | SLYV | SPDR SERIES TRUST | $5.6M | 3.43% | 52,529 | Added |
| 11 | IGM | ISHARES TR | $4.9M | 2.98% | 30,172 | Added |
| 12 | SPIB | SPDR SERIES TRUST | $4.6M | 2.82% | 138,256 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $4.3M | 2.60% | 13,407 | Added |
| 14 | GOVT | ISHARES TR | $4.0M | 2.41% | 173,991 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $3.2M | 1.93% | 65,195 | Trimmed |
| 16 | SPGM | SPDR INDEX SHS FDS | $2.9M | 1.78% | 34,328 | Trimmed |
| 17 | ITA | ISHARES TR | $2.4M | 1.46% | 10,234 | Trimmed |
| 18 | ANGL | VANECK ETF TRUST | $2.3M | 1.42% | 79,644 | Trimmed |
| 19 | IWN | ISHARES TR | $2.1M | 1.30% | 9,909 | Trimmed |
| 20 | EFV | ISHARES TR | $2.0M | 1.25% | 27,438 | Trimmed |
| 21 | VO | VANGUARD INDEX FDS | $2.0M | 1.19% | 23,965 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $1.9M | 1.18% | 12,266 | Trimmed |
| 23 | LQD | ISHARES TR | $1.7M | 1.01% | 15,241 | Added |
| 24 | XLK | SELECT SECTOR SPDR TR | $1.6M | 0.97% | 8,339 | Added |
| 25 | XLU | SELECT SECTOR SPDR TR | $1.5M | 0.94% | 33,878 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30