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IF Advisors

Latest statistics and disclosures from IF Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VEA, VO, VWO, BRK.B, and represent 39.63% of IF Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$8.8M), VV, EFV, VWO, SCHF, IEI, LLY, VEA, AVUV, SHY.
Started 7 new stock positions in VXF, AVSC, XLRE, LLY, AMZN, AVDV, VIG.
Reduced shares in these 9 stocks: JMST, VTES, SUB, VTEB, SCHY, XOM, VBR, VTV, IWM.
IF Advisors was a net buyer of stock by $6.7M.
IF Advisors has $152M in assets under management (AUM), dropping by 7.53%.
Central Index Key (CIK): 0002109472

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Positions held by IF Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IF Advisors

IF Advisors holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Funds Vanguard Large-Cap ETF (VV)	12.0	$18M	+8%	53k	343.91	View chart
Vanguard Index Funds Vanguard FTSE Developed Markets ETF (VEA)	10.7	$16M	+2%	228k	71.25	View chart
Vanguard Index Funds Vanguard Mid-Cap ETF (VO)	7.6	$12M	+309%	144k	80.57	View chart
Vanguard Index Funds Vanguard FTSE Emerging Markets ETF (VWO)	5.4	$8.3M	+6%	138k	59.69	View chart
Berkshire Hathaway Inc Del Class B Common Stock (BRK.B)	3.9	$5.9M		12k	500.39	View chart
Vanguard Index Funds Vanguard Value ETF (VTV)	3.8	$5.8M		27k	217.93	View chart
Vanguard Bond Index Funds Vanguard Total Bond Market ETF (BND)	3.6	$5.5M	+5%	75k	73.41	View chart
iShares Trust iShares MSCI EAFE Value ETF (EFV)	3.5	$5.4M	+11%	71k	76.55	View chart
Vanguard Index Funds Vanguard Small-Cap ETF (VB)	3.5	$5.4M		18k	303.12	View chart
Vanguard Index Funds Vanguard Total Stock Market ETF (VTI)	3.2	$4.9M		13k	370.04	View chart
American Century ETF Trust Avantis U.S. Small Cap Value ETF (AVUV)	3.0	$4.5M	+9%	36k	124.76	View chart
iShares Trust iShares 3-7 Year Treasury Bond ETF (IEI)	2.8	$4.2M	+12%	36k	117.45	View chart
Vanguard Specialized Funds Vanguard Real Estate ETF (VNQ)	2.7	$4.0M	+2%	42k	96.43	View chart
Schwab Strategic Trust Schwab U.S. Large-Cap ETF (SCHX)	2.6	$4.0M	+8%	136k	29.43	View chart
JPMorgan Trust I JPMorgan Ultra-Short Municipal Income ETF (JMST)	2.3	$3.5M	-56%	69k	51.00	View chart
Schwab Strategic Trust Schwab International Equity ETF (SCHF)	2.3	$3.5M	+15%	125k	27.70	View chart
Schwab Strategic Trust Schwab U.S. Small-Cap ETF (SCHA)	2.0	$3.0M		83k	36.13	View chart
iShares Trust iShares 1-3 Year Treasury Bond ETF (SHY)	2.0	$3.0M	+13%	36k	82.11	View chart
American Century ETF Trust Avantis U.S. Large Cap Value ETF (AVLV)	1.8	$2.7M	+11%	30k	91.21	View chart
Janus Detroit Street Trust Janus Henderson AAA CLO ETF (JAAA)	1.6	$2.4M	+2%	48k	50.49	View chart
Vanguard Index Funds Vanguard Small-Cap Value ETF (VBR)	1.5	$2.3M		9.5k	242.99	View chart
iShares Trust iShares Short-Term National Muni Bond ETF (SUB)	1.3	$2.0M	-55%	19k	106.47	View chart
Vanguard Municipal Bond Funds Vanguard Short-Term Tax-Exempt Bond ETF (VTES)	1.3	$2.0M	-56%	19k	101.31	View chart
Schwab Strategic Trust Schwab U.S. Mid-Cap ETF (SCHM)	1.2	$1.8M		50k	36.87	View chart
iShares Trust iShares Russell 2000 ETF (IWM)	1.2	$1.8M		6.1k	300.45	View chart
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF (DFAC)	1.0	$1.5M		35k	44.36	View chart
Exxon Mobil Corp Common Stock (XOM)	1.0	$1.5M	-3%	11k	136.72	View chart
iShares Trust iShares 7-10 Year Treasury Bond ETF (IEF)	0.9	$1.4M	+28%	14k	94.57	View chart
American Century ETF Trust Avantis U.S. Equity ETF (AVUS)	0.8	$1.3M		10k	128.08	View chart
Tesla Common Stock (TSLA)	0.8	$1.2M		2.8k	420.60	View chart
Schwab Strategic Trust Schwab U.S. Dividend Equity ETF (SCHD)	0.6	$961k		30k	31.71	View chart
Dimensional ETF Trust Dimensional International Core Equity 2 ETF (DFIC)	0.6	$958k		26k	37.26	View chart
Schwab Strategic Trust Schwab U.S. REIT ETF (SCHH)	0.5	$780k		33k	23.68	View chart
Schwab Strategic Trust Schwab Emerging Markets Equity ETF (SCHE)	0.5	$704k		19k	36.26	View chart
iShares Trust iShares Core MSCI Emerging Markets ETF (IEMG)	0.5	$686k		8.3k	82.84	View chart
Vanguard Index Funds Vanguard S&P 500 ETF (VOO)	0.4	$663k		965.00	686.81	View chart
Vanguard Municipal Bond Funds Vanguard Tax-Exempt Bond ETF (VTEB)	0.4	$556k	-31%	11k	50.58	View chart
Dimensional ETF Trust Dimensional Emerging Markets Core 2 ETF (DFEM)	0.4	$550k		14k	40.64	View chart
SPDR Series Trust SPDR Bloomberg 1-3 Month T-Bill ETF	0.3	$531k	+83%	5.8k	91.64	View chart
NVIDIA Corp Common Stock (NVDA)	0.3	$497k		2.5k	200.05	View chart
Schwab Strategic Trust Schwab International Dividend Equity ETF (SCHY)	0.3	$454k	-31%	14k	31.73	View chart
Alphabet Class C Capital Stock (GOOG)	0.3	$451k		1.3k	353.33	View chart
Pacer Funds Trust Pacer US Small Cap Cash Cows 100 ETF (CALF)	0.3	$448k		8.9k	50.61	View chart
American Century ETF Trust Avantis International Large Cap Value ETF (AVIV)	0.3	$439k	+36%	5.7k	77.42	View chart
SPDR Series Trust SPDR S&P 600 Small Cap Value ETF (SLYV)	0.3	$417k		3.8k	109.11	View chart
Lilly Eli & Co Common Stock (LLY)	0.3	$393k	NEW	328.00	1199.43	View chart
iShares Trust iShares Core MSCI EAFE ETF (IEFA)	0.3	$393k		4.1k	96.58	View chart
Schwab Strategic Trust Schwab U.S. Large-Cap Value ETF (SCHV)	0.2	$337k		9.7k	34.81	View chart
Vanguard Index Funds Vanguard Total International Stock ETF (VXUS)	0.2	$291k		3.4k	85.49	View chart
WisdomTree Trust WisdomTree U.S. MidCap Fund (EZM)	0.2	$285k		3.8k	75.78	View chart
iShares Trust iShares Core S&P 500 ETF (IVV)	0.2	$264k		353.00	748.89	View chart
Hilltop Holdings Common Stock (HTH)	0.2	$264k		6.8k	38.78	View chart
American Century ETF Trust Avantis U.S. Small Cap ETF (AVSC)	0.2	$233k	NEW	3.2k	73.34	View chart
Oklo Class A Common Stock (OKLO)	0.2	$233k		4.4k	52.33	View chart
Select Sector SPDR Trust Select Sector SPDR Real Estate ETF (XLRE)	0.1	$227k	NEW	5.1k	44.03	View chart
Vanguard Index Funds Vanguard Extended Market ETF (VXF)	0.1	$225k	NEW	915.00	246.21	View chart
American Century ETF Trust Avantis International Small Cap Value ETF (AVDV)	0.1	$224k	NEW	2.2k	103.05	View chart
Commercial Metals Common Stock (CMC)	0.1	$222k		3.5k	62.75	View chart
Amazon.com Common Stock (AMZN)	0.1	$220k	NEW	924.00	238.34	View chart
Vanguard Index Funds Vanguard Dividend Appreciation ETF (VIG)	0.1	$212k	NEW	897.00	236.62	View chart

Past Filings by IF Advisors

SEC 13F filings are viewable for IF Advisors going back to 2026

IF Advisors 2026 Q2 filed Aug. 13, 2026
IF Advisors 2026 Q1 filed May 14, 2026

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