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IFS Advisors

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

Top 5 stock holdings are IVV, SGOV, IEFA, DGRO, SCHG, and represent 62.46% of IFS Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDR (+$11M), BND (+$6.8M), BSCQ, AGG, TFLO, USFR, IEFA, IJH, VO, SCHA.
Started 9 new stock positions in GLD, BSCQ, AGG, CMG, IBDR, Kurv Gold Enhanced Income Etf, BND, TFLO, USFR.
Reduced shares in these 9 stocks: IVV, SCHG, SGOV, IWF, TLT, VOO, NVDA, MET, GIS.
Sold out of its positions in GIS, TLT.
IFS Advisors was a net buyer of stock by $31M.
IFS Advisors has $171M in assets under management (AUM), dropping by 29.30%.
Central Index Key (CIK): 0001765617

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Portfolio Holdings for IFS Advisors

IFS Advisors holds 177 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	24.2	$41M		62k	669.31	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	12.5	$21M		212k	100.70	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	10.2	$17M	+4%	199k	87.31	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	8.2	$14M		206k	68.08	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	7.4	$13M		395k	31.91	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	6.6	$11M	NEW	467k	24.30	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	6.2	$11M		162k	65.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	5.9	$10M		84k	118.83	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.0	$6.8M	NEW	92k	74.37	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	2.8	$4.7M	NEW	240k	19.56	View chart
Vanguard Mid-cap Etf Etf (VO)	2.3	$3.9M		13k	293.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$3.9M	NEW	39k	100.25	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	1.7	$2.9M	NEW	57k	50.59	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.9	$1.5M	NEW	31k	50.27	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.9	$1.5M	+3%	52k	27.90	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.5	$783k		2.1k	365.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$610k		1.2k	502.74	View chart
Apple Stock (AAPL)	0.3	$482k		1.9k	254.68	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.2	$336k		4.9k	68.94	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$325k	-5%	694.00	468.41	View chart
Automatic Data Processing Stock (ADP)	0.2	$262k		891.00	293.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$259k	+4%	431.00	600.37	View chart
Tesla Stock (TSLA)	0.1	$241k		542.00	444.72	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$228k		491.00	463.74	View chart
Nvidia Corporation Stock (NVDA)	0.1	$203k		1.1k	186.58	View chart
Cardinal Health Stock (CAH)	0.1	$201k		1.3k	156.96	View chart
Visa Inc Com Cl A Stock (V)	0.1	$180k		528.00	341.38	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$156k	-3%	255.00	612.38	View chart
Deere & Co Stock (DE)	0.1	$115k		251.00	457.26	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$103k		2.1k	49.45	View chart
Innovator Uncapped Accelerated U.s. Equity Etf Etf (XUSP)	0.1	$102k		2.2k	46.48	View chart
Amazon Stock (AMZN)	0.1	$93k	+3%	425.00	219.57	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$79k		107.00	734.37	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$78k		383.00	203.59	View chart
Xcel Energy Stock (XEL)	0.0	$77k		956.00	80.65	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$73k		149.00	490.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$72k		96.00	753.15	View chart
Procter And Gamble Stock (PG)	0.0	$72k		465.00	153.95	View chart
American Elec Pwr Stock (AEP)	0.0	$64k		571.00	112.50	View chart
Netflix Stock (NFLX)	0.0	$64k		53.00	1198.91	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$63k		4.7k	13.43	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$62k		66.00	933.64	View chart
International Business Machs Stock (IBM)	0.0	$56k		197.00	282.16	View chart
Verizon Communications Stock (VZ)	0.0	$54k		1.2k	43.97	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$51k		1.0k	51.09	View chart
Merck & Co Stock (MRK)	0.0	$50k		597.00	83.93	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$50k		600.00	82.96	View chart
Pfizer Stock (PFE)	0.0	$46k		1.8k	25.48	View chart
Abbvie Stock (ABBV)	0.0	$46k		200.00	231.54	View chart
Ford Mtr Stock (F)	0.0	$45k		3.8k	11.96	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$40k	+10%	165.00	243.55	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$37k		611.00	59.92	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$36k	+4%	1.3k	27.30	View chart
Chevron Corp Stock (CVX)	0.0	$34k		217.00	155.29	View chart
Broadcom Stock (AVGO)	0.0	$33k		100.00	329.91	View chart
Microsoft Corp Stock (MSFT)	0.0	$30k		56.00	526.39	View chart
Advanced Micro Devices Stock (AMD)	0.0	$29k		180.00	161.79	View chart
Capitol Fed Finl Stock (CFFN)	0.0	$28k		4.4k	6.35	View chart
Home Depot Stock (HD)	0.0	$26k		63.00	405.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$25k		105.00	241.95	View chart
3M Stock (MMM)	0.0	$25k		158.00	155.18	View chart
At&t Stock (T)	0.0	$24k		863.00	28.26	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$24k		211.00	112.75	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$23k		274.00	83.53	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$22k		675.00	32.89	View chart
Cyberark Software Stock (CYBR)	0.0	$20k		41.00	483.15	View chart
Travelers Companies Stock (TRV)	0.0	$19k		69.00	279.22	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$18k		213.00	86.30	View chart
Costco Whsl Corp Stock (COST)	0.0	$18k		19.00	925.58	View chart
Sony Group Corp Adr (SONY)	0.0	$17k		590.00	28.79	View chart
Tanger Reit (SKT)	0.0	$17k		500.00	33.84	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$17k		260.00	65.00	View chart
Trimble Stock (TRMB)	0.0	$16k		200.00	81.65	View chart
Heico Corp Stock (HEI)	0.0	$16k		50.00	322.82	View chart
Lg Display Co Ltd Spons Adr Rep Adr (LPL)	0.0	$16k		3.0k	5.22	View chart
Kkr & Co Stock (KKR)	0.0	$16k		119.00	129.95	View chart
Proshares Short Vix Short-term Futures Etf Etf (SVXY)	0.0	$15k		299.00	50.94	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.0	$15k		341.00	44.57	View chart
Altria Group Stock (MO)	0.0	$15k		227.00	66.06	View chart
Oreilly Automotive Stock (ORLY)	0.0	$15k		135.00	107.81	View chart
United States Oil Fund Etf (USO)	0.0	$14k		186.00	73.75	View chart
Dow Stock (DOW)	0.0	$13k		585.00	22.93	View chart
Johnson & Johnson Stock (JNJ)	0.0	$13k		72.00	185.42	View chart
Nike Inc Cl B Stock (NKE)	0.0	$13k		189.00	69.72	View chart
Snowflake Stock (SNOW)	0.0	$13k		58.00	225.53	View chart
Bank America Corp Stock (BAC)	0.0	$13k		249.00	51.71	View chart
Uber Technologies Stock (UBER)	0.0	$13k		130.00	97.97	View chart
Disney Walt Stock (DIS)	0.0	$12k		102.00	114.50	View chart
Unitedhealth Group Stock (UNH)	0.0	$12k		33.00	352.24	View chart
Oneok Stock (OKE)	0.0	$11k		155.00	72.97	View chart
Csx Corp Stock (CSX)	0.0	$11k		315.00	35.51	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$11k		33.00	337.48	View chart
Ppl Corp Stock (PPL)	0.0	$11k		288.00	37.16	View chart
Hershey Stock (HSY)	0.0	$11k		57.00	187.04	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$11k		75.00	141.76	View chart
Archer Daniels Midland Stock (ADM)	0.0	$11k		175.00	59.74	View chart
Cheniere Energy Stock (LNG)	0.0	$10k		44.00	234.98	View chart
Park Hotels & Resorts Reit (PK)	0.0	$9.9k		893.00	11.08	View chart
Wells Fargo Stock (WFC)	0.0	$9.9k		118.00	83.81	View chart
Coca Cola Stock (KO)	0.0	$9.8k		148.00	66.32	View chart
Symbotic Inc Class A Stock (SYM)	0.0	$9.8k		182.00	53.90	View chart
Realty Income Corp Reit (O)	0.0	$9.7k		159.00	60.79	View chart
Starbucks Corp Stock (SBUX)	0.0	$9.5k		112.00	84.60	View chart
Southwest Airls Stock (LUV)	0.0	$9.4k		296.00	31.91	View chart
Kinetik Holdings Inc Com New Cl A Stock (KNTK)	0.0	$8.5k		200.00	42.74	View chart
Intuitive Surgical Stock (ISRG)	0.0	$8.0k		18.00	447.22	View chart
Gladstone Ld Corp Reit (LAND)	0.0	$8.0k		876.00	9.16	View chart
Intel Corp Stock (INTC)	0.0	$7.9k		235.00	33.55	View chart
Kraft Heinz Stock (KHC)	0.0	$7.4k		285.00	26.04	View chart
Monster Beverage Corp Stock (MNST)	0.0	$6.7k		100.00	67.31	View chart
American Express Stock (AXP)	0.0	$6.6k		20.00	332.15	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$6.5k	NEW	167.00	39.19	View chart
Us Bancorp Del Stock (USB)	0.0	$6.5k		135.00	48.33	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$6.5k		13.00	499.15	View chart
T-mobile Us Stock (TMUS)	0.0	$6.2k		26.00	239.35	View chart
United States Copper Index Fund Etf (CPER)	0.0	$6.0k		200.00	30.00	View chart
Spdr Gold Shares Etf (GLD)	0.0	$5.7k	NEW	16.00	355.44	View chart
Kurv Gold Enhanced Income Etf Etf	0.0	$5.6k	NEW	200.00	28.15	View chart
Rtx Corporation Stock (RTX)	0.0	$5.4k		32.00	167.31	View chart
Capital One Finl Corp Stock (COF)	0.0	$5.3k		25.00	212.56	View chart
Allete Stock (ALE)	0.0	$4.6k		70.00	66.40	View chart
Boeing Stock (BA)	0.0	$4.5k		21.00	215.81	View chart
Global Net Lease Reit (GNL)	0.0	$4.3k		534.00	8.13	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.0	$4.3k		142.00	30.22	View chart
Torm Plc Shs Cl A Stock (TRMD)	0.0	$4.1k		200.00	20.62	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$4.0k		205.00	19.53	View chart
Ally Finl Stock (ALLY)	0.0	$3.9k		100.00	39.20	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$3.9k		4.00	968.00	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.8k		59.00	64.80	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$3.6k		17.00	214.59	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$3.6k		61.00	59.61	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$3.6k		11.00	324.09	View chart
Dominos Pizza Stock (DPZ)	0.0	$3.5k		8.00	431.62	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$3.3k		35.00	93.60	View chart
Wp Carey Reit (WPC)	0.0	$3.2k		48.00	67.56	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$3.2k		60.00	53.87	View chart
Walmart Stock (WMT)	0.0	$3.1k		30.00	103.03	View chart
Solventum Corp Stock (SOLV)	0.0	$2.8k		39.00	73.00	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$2.8k		30.00	91.70	View chart
Gilead Sciences Stock (GILD)	0.0	$2.7k		24.00	112.46	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$2.6k		200.00	12.77	View chart
Corning Stock (GLW)	0.0	$2.5k		30.00	82.00	View chart
Cisco Sys Stock (CSCO)	0.0	$2.4k		35.00	69.77	View chart
Compass Minerals Intl Stock (CMP)	0.0	$2.3k		120.00	19.20	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$2.2k		16.00	138.50	View chart
Arm Holdings Adr (ARM)	0.0	$2.1k		15.00	141.47	View chart
Metlife Stock (MET)	0.0	$2.1k	-28%	25.00	82.36	View chart
Dare Bioscience Stock (DARE)	0.0	$2.0k		950.00	2.10	View chart
Block Inc Cl A Stock (XYZ)	0.0	$1.8k		25.00	72.24	View chart
Target Corp Stock (TGT)	0.0	$1.8k		20.00	89.70	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.8k		100.00	17.61	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.7k		25.00	67.04	View chart
Andersons Stock (ANDE)	0.0	$1.7k		42.00	39.81	View chart
Carlyle Group Stock (CG)	0.0	$1.5k		23.00	64.04	View chart
Moderna Stock (MRNA)	0.0	$1.4k		55.00	25.82	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.3k		42.00	30.02	View chart
Prudential Finl Stock (PRU)	0.0	$1.2k		12.00	103.67	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$1.1k		20.00	53.55	View chart
Brighthouse Finl Stock (BHF)	0.0	$955.000800		18.00	53.06	View chart
Salesforce Stock (CRM)	0.0	$948.000000		4.00	237.00	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$867.000000		50.00	17.34	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$742.000500		155.00	4.79	View chart
Mgm Resorts International Stock (MGM)	0.0	$622.999800		18.00	34.61	View chart
Organon & Co Stock (OGN)	0.0	$618.999200		58.00	10.67	View chart
Ares Capital Corp Cef (ARCC)	0.0	$612.000000		30.00	20.40	View chart
Viatris Stock (VTRS)	0.0	$504.002400		51.00	9.88	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$466.999100		19.00	24.58	View chart
Clean Energy Fuels Corp Stock (CLNE)	0.0	$412.000000		160.00	2.58	View chart
Selectquote Stock (SLQT)	0.0	$362.008000		185.00	1.96	View chart
Krispy Kreme Stock (DNUT)	0.0	$215.997600		56.00	3.86	View chart
Macys Stock (M)	0.0	$179.000000		10.00	17.90	View chart
Lumen Technologies Stock (LUMN)	0.0	$159.000400		26.00	6.12	View chart
Purple Innovation Stock (PRPL)	0.0	$130.004000		140.00	0.93	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$87.999900		3.00	29.33	View chart
Virgin Galactic Holdings Stock (SPCE)	0.0	$84.000400		22.00	3.82	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$44.000000		1.00	44.00	View chart
Orion Properties Reit (ONL)	0.0	$40.000500		15.00	2.67	View chart

Past Filings by IFS Advisors

SEC 13F filings are viewable for IFS Advisors going back to 2020

IFS Advisors 2025 Q3 filed Oct. 15, 2025
IFS Advisors 2025 Q2 filed July 22, 2025
IFS Advisors 2025 Q1 filed April 10, 2025
IFS Advisors 2024 Q4 filed Jan. 15, 2025
IFS Advisors 2024 Q3 filed Oct. 15, 2024
IFS Advisors 2024 Q2 filed July 29, 2024
IFS Advisors 2024 Q1 filed April 4, 2024
IFS Advisors 2023 Q4 filed Jan. 5, 2024
IFS Advisors 2023 Q3 filed Nov. 1, 2023
IFS Advisors 2023 Q2 filed Aug. 2, 2023
IFS Advisors 2023 Q1 filed May 2, 2023
IFS Advisors 2022 Q4 filed Jan. 27, 2023
IFS Advisors 2022 Q3 filed Nov. 3, 2022
IFS Advisors 2022 Q2 filed July 27, 2022
IFS Advisors 2022 Q1 filed May 10, 2022
IFS Advisors 2021 Q4 filed Feb. 16, 2022

View all past filings

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