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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, IBDR, SGOV, DGRO, SCHG, and represent 54.29% of IFS Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDR (+$11M), BSCQ (+$10M), SPDW (+$7.8M), VO, SCHG, SCHA, DGRO, AGG, USFR, IJH.
Started 18 new stock positions in MSIF, MP, PAGP, UNP, GRID, Credit Suisse Nassau Brh slvrflo etn lk, UNG, TTAN, ESCA, QQQI. EBF, SPDW, IEMG, KSCP, CAT, EVRG, SGA, CP.
Reduced shares in these 10 stocks: IVV (-$10M), IEFA, SGOV, IJR, BND, TFLO, VOO, AAPL, NVDA, UPS.
Sold out of its positions in ALE, KHC.
IFS Advisors was a net buyer of stock by $20M.
IFS Advisors has $193M in assets under management (AUM), dropping by 12.63%.
Central Index Key (CIK): 0001765617

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Portfolio Holdings for IFS Advisors

IFS Advisors holds 193 positions in its portfolio as reported in the December 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)	16.7	$32M	-24%	47k	684.94	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	11.8	$23M	+100%	936k	24.23	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	9.1	$18M	-17%	175k	100.38	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	8.6	$17M	+15%	237k	69.42	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	8.1	$16M	+21%	481k	32.62	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	7.6	$15M	+212%	750k	19.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	7.3	$14M	-21%	157k	89.46	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	5.6	$11M		164k	66.00	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	4.1	$7.8M	NEW	177k	44.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	4.0	$7.7M	-23%	64k	120.18	View chart
Vanguard Mid-cap Etf Etf (VO)	3.6	$6.9M	+77%	24k	290.22	View chart
Vanguard Total Bond Market Etf Etf (BND)	2.9	$5.7M	-16%	77k	74.07	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.5	$4.8M	+21%	48k	99.88	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	2.1	$4.1M	+175%	144k	28.48	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	1.4	$2.7M	-6%	53k	50.46	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.9	$1.7M	+9%	34k	50.32	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.4	$800k		2.1k	373.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$610k		1.2k	502.65	View chart
Apple Stock (AAPL)	0.2	$481k	-6%	1.8k	271.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$351k	+6%	742.00	473.30	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.2	$345k		4.9k	70.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$265k		431.00	614.31	View chart
Cardinal Health Stock (CAH)	0.1	$263k		1.3k	205.50	View chart
Tesla Stock (TSLA)	0.1	$244k		542.00	449.72	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$236k		491.00	480.57	View chart
Automatic Data Processing Stock (ADP)	0.1	$229k		891.00	257.23	View chart
Visa Inc Com Cl A Stock (V)	0.1	$198k	+6%	563.00	351.02	View chart
Nvidia Corporation Stock (NVDA)	0.1	$182k	-9%	978.00	186.50	View chart
Deere & Co Stock (DE)	0.1	$133k	+13%	286.00	466.10	View chart
Innovator Uncapped Accelerated U.s. Equity Etf Etf (XUSP)	0.1	$108k	+3%	2.3k	47.50	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$100k		2.1k	48.00	View chart
Amazon Stock (AMZN)	0.1	$98k		425.00	230.82	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$83k	-48%	132.00	627.13	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$81k		383.00	210.34	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$73k		96.00	760.36	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$71k		107.00	660.08	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$70k		149.00	468.76	View chart
Xcel Energy Stock (XEL)	0.0	$70k		942.00	73.86	View chart
Procter And Gamble Stock (PG)	0.0	$67k		465.00	143.58	View chart
American Elec Pwr Stock (AEP)	0.0	$66k		571.00	115.31	View chart
Merck & Co Stock (MRK)	0.0	$63k		597.00	105.26	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$62k		4.7k	13.25	View chart
International Business Machs Stock (IBM)	0.0	$58k		197.00	296.21	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$57k	+200%	198.00	287.22	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$52k		165.00	313.80	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$51k		1.0k	50.86	View chart
Verizon Communications Stock (VZ)	0.0	$50k		1.2k	40.74	View chart
Ford Mtr Stock (F)	0.0	$50k		3.8k	13.12	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$50k		600.00	82.82	View chart
Abbvie Stock (ABBV)	0.0	$46k		200.00	228.49	View chart
Pfizer Stock (PFE)	0.0	$45k		1.8k	24.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$45k	+18%	725.00	62.47	View chart
Advanced Micro Devices Stock (AMD)	0.0	$39k		180.00	214.16	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$39k	+198%	775.00	49.65	View chart
Broadcom Stock (AVGO)	0.0	$35k		100.00	346.10	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$34k	-7%	1.2k	27.43	View chart
Chevron Corp Stock (CVX)	0.0	$33k		217.00	152.41	View chart
Caterpillar Stock (CAT)	0.0	$31k	NEW	53.00	579.62	View chart
Capitol Fed Finl Stock (CFFN)	0.0	$30k		4.4k	6.81	View chart
Microsoft Corp Stock (MSFT)	0.0	$28k		56.00	491.84	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$26k		105.00	246.15	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$25k		211.00	120.34	View chart
3M Stock (MMM)	0.0	$25k		158.00	160.09	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$23k		675.00	34.74	View chart
United States Natural Gas Fund Etf (UNG)	0.0	$22k	NEW	1.8k	12.26	View chart
Home Depot Stock (HD)	0.0	$22k		63.00	344.10	View chart
At&t Stock (T)	0.0	$22k		864.00	24.84	View chart
Travelers Companies Stock (TRV)	0.0	$20k		69.00	290.06	View chart
Unitedhealth Group Stock (UNH)	0.0	$18k	+66%	55.00	334.09	View chart
Cyberark Software Stock (CYBR)	0.0	$18k		41.00	446.05	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$17k	+170%	452.00	37.00	View chart
Csx Corp Stock (CSX)	0.0	$17k	+46%	461.00	36.28	View chart
Tanger Reit (SKT)	0.0	$17k		500.00	33.37	View chart
Proshares Short Vix Short-term Futures Etf Etf (SVXY)	0.0	$17k		299.00	55.38	View chart
Costco Whsl Corp Stock (COST)	0.0	$16k		19.00	862.32	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$16k		213.00	76.92	View chart
Heico Corp Stock (HEI)	0.0	$16k		50.00	323.58	View chart
Trimble Stock (TRMB)	0.0	$16k		200.00	78.35	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.0	$15k		341.00	44.50	View chart
Kkr & Co Stock (KKR)	0.0	$15k		119.00	127.48	View chart
Sony Group Corp Adr (SONY)	0.0	$15k		590.00	25.60	View chart
Johnson & Johnson Stock (JNJ)	0.0	$15k		72.00	206.94	View chart
Nike Inc Cl B Stock (NKE)	0.0	$15k	+21%	230.00	63.71	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$14k	NEW	206.00	67.22	View chart
Bank America Corp Stock (BAC)	0.0	$14k		249.00	55.17	View chart
Altria Group Stock (MO)	0.0	$13k		227.00	57.66	View chart
United States Oil Fund Etf (USO)	0.0	$13k		186.00	69.16	View chart
Lg Display Co Ltd Spons Adr Rep Adr (LPL)	0.0	$13k		3.0k	4.21	View chart
Snowflake Stock (SNOW)	0.0	$13k		58.00	219.34	View chart
Oreilly Automotive Stock (ORLY)	0.0	$12k		135.00	91.21	View chart
Southwest Airls Stock (LUV)	0.0	$12k		296.00	41.33	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$12k	-55%	123.00	99.19	View chart
Disney Walt Stock (DIS)	0.0	$12k		102.00	113.76	View chart
Oneok Stock (OKE)	0.0	$11k		155.00	73.50	View chart
Wells Fargo Stock (WFC)	0.0	$11k		118.00	93.19	View chart
Symbotic Inc Class A Stock (SYM)	0.0	$11k		182.00	59.50	View chart
Uber Technologies Stock (UBER)	0.0	$11k		130.00	81.71	View chart
Hershey Stock (HSY)	0.0	$10k		57.00	181.96	View chart
Coca Cola Stock (KO)	0.0	$10k		148.00	69.91	View chart
Intuitive Surgical Stock (ISRG)	0.0	$10k		18.00	566.33	View chart
Ppl Corp Stock (PPL)	0.0	$10k		288.00	35.02	View chart
Archer Daniels Midland Stock (ADM)	0.0	$10k		175.00	57.49	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$9.4k		75.00	125.88	View chart
Starbucks Corp Stock (SBUX)	0.0	$9.4k		112.00	84.21	View chart
Netflix Stock (NFLX)	0.0	$9.4k	+88%	100.00	93.76	View chart
Park Hotels & Resorts Reit (PK)	0.0	$9.3k		893.00	10.46	View chart
Realty Income Corp Reit (O)	0.0	$9.0k		159.00	56.36	View chart
Intel Corp Stock (INTC)	0.0	$8.7k		235.00	36.90	View chart
Cheniere Energy Stock (LNG)	0.0	$8.6k		44.00	194.39	View chart
Gladstone Ld Corp Reit (LAND)	0.0	$8.0k		876.00	9.15	View chart
Monster Beverage Corp Stock (MNST)	0.0	$7.7k		100.00	76.67	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$7.5k		33.00	226.12	View chart
American Express Stock (AXP)	0.0	$7.4k		20.00	369.95	View chart
Kinetik Holdings Inc Com New Cl A Stock (KNTK)	0.0	$7.2k		200.00	36.05	View chart
Us Bancorp Del Stock (USB)	0.0	$7.2k		135.00	53.36	View chart
United States Copper Index Fund Etf (CPER)	0.0	$7.0k		200.00	34.96	View chart
Spdr Gold Shares Etf (GLD)	0.0	$6.3k		16.00	396.25	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$6.3k		13.00	483.62	View chart
Kurv Gold Enhanced Income Etf Etf	0.0	$6.1k		200.00	30.52	View chart
Capital One Finl Corp Stock (COF)	0.0	$6.1k		25.00	242.36	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$5.9k		205.00	28.82	View chart
Rtx Corporation Stock (RTX)	0.0	$5.9k		32.00	183.38	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$5.4k	NEW	100.00	53.86	View chart
T-mobile Us Stock (TMUS)	0.0	$5.3k		26.00	203.04	View chart
Servicetitan Inc Shs Cl A Stock (TTAN)	0.0	$5.0k	NEW	47.00	106.49	View chart
Union Pac Corp Stock (UNP)	0.0	$4.9k	NEW	21.00	231.29	View chart
Global Net Lease Reit (GNL)	0.0	$4.6k		534.00	8.60	View chart
Boeing Stock (BA)	0.0	$4.6k		21.00	217.10	View chart
Ally Finl Stock (ALLY)	0.0	$4.5k		100.00	45.29	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$4.4k	NEW	29.00	153.00	View chart
Dow Stock (DOW)	0.0	$4.4k	-68%	187.00	23.38	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$4.3k		4.00	1069.75	View chart
Evergy Stock (EVRG)	0.0	$4.1k	NEW	57.00	72.47	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.0	$4.0k		142.00	28.20	View chart
Torm Plc Shs Cl A Stock (TRMD)	0.0	$3.9k		200.00	19.58	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$3.9k		61.00	64.03	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.7k	NEW	50.00	73.62	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$3.7k		11.00	332.64	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$3.4k		17.00	197.12	View chart
Walmart Stock (WMT)	0.0	$3.3k		30.00	111.40	View chart
Dominos Pizza Stock (DPZ)	0.0	$3.3k		8.00	416.75	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$3.3k		60.00	54.77	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.1k		59.00	52.42	View chart
Solventum Corp Stock (SOLV)	0.0	$3.1k		39.00	79.23	View chart
Wp Carey Reit (WPC)	0.0	$3.1k		48.00	64.35	View chart
Gilead Sciences Stock (GILD)	0.0	$3.0k		24.00	125.12	View chart
Ubs Ag Etracs Silver Shares Covered Call Etns Due April 21, 2033 Etp 2022-2 Etf	0.0	$3.0k	NEW	30.00	99.87	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$2.8k		35.00	81.14	View chart
Cisco Sys Stock (CSCO)	0.0	$2.8k		35.00	79.03	View chart
Corning Stock (GLW)	0.0	$2.6k		30.00	87.53	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$2.6k		30.00	86.47	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$2.5k		200.00	12.43	View chart
Compass Minerals Intl Stock (CMP)	0.0	$2.4k		120.00	19.63	View chart
Andersons Stock (ANDE)	0.0	$2.2k		42.00	53.17	View chart
Metlife Stock (MET)	0.0	$2.0k		25.00	78.92	View chart
Target Corp Stock (TGT)	0.0	$2.0k		20.00	97.75	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$1.9k	NEW	100.00	19.14	View chart
Dare Bioscience Stock (DARE)	0.0	$1.8k		950.00	1.93	View chart
Ennis Stock (EBF)	0.0	$1.8k	NEW	100.00	18.01	View chart
Arm Holdings Adr (ARM)	0.0	$1.6k		15.00	109.27	View chart
Block Inc Cl A Stock (XYZ)	0.0	$1.6k		25.00	65.08	View chart
Moderna Stock (MRNA)	0.0	$1.6k		55.00	29.47	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.5k		100.00	15.00	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.5k		25.00	58.36	View chart
Carlyle Group Stock (CG)	0.0	$1.4k		23.00	60.78	View chart
Prudential Finl Stock (PRU)	0.0	$1.4k		12.00	112.83	View chart
Escalade Stock (ESCA)	0.0	$1.3k	NEW	100.00	13.49	View chart
Msc Income Fund Cef (MSIF)	0.0	$1.3k	NEW	100.00	13.14	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$1.3k		16.00	81.00	View chart
Saga Communications Inc Cl A Stock (SGA)	0.0	$1.1k	NEW	100.00	11.44	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.1k		42.00	26.55	View chart
Salesforce Stock (CRM)	0.0	$1.1k		4.00	264.75	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$1.0k	NEW	20.00	50.50	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$947.000000		20.00	47.35	View chart
Brighthouse Finl Stock (BHF)	0.0	$841.999600	-27%	13.00	64.77	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$730.995500		155.00	4.72	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$674.000000		50.00	13.48	View chart
Mgm Resorts International Stock (MGM)	0.0	$655.999200		18.00	36.44	View chart
Viatris Stock (VTRS)	0.0	$634.001400		51.00	12.43	View chart
Ares Capital Corp Cef (ARCC)	0.0	$606.000000		30.00	20.20	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$424.000200		19.00	22.32	View chart
Organon & Co Stock (OGN)	0.0	$415.001600		58.00	7.16	View chart
Knightscope Inc Cl A Stock (KSCP)	0.0	$371.000000	NEW	100.00	3.71	View chart
Clean Energy Fuels Corp Stock (CLNE)	0.0	$336.000000		160.00	2.10	View chart
Selectquote Stock (SLQT)	0.0	$259.999000		185.00	1.41	View chart
Krispy Kreme Stock (DNUT)	0.0	$225.002400		56.00	4.02	View chart
Macys Stock (M)	0.0	$220.000000		10.00	22.00	View chart
Lumen Technologies Stock (LUMN)	0.0	$201.999200		26.00	7.77	View chart
Purple Innovation Stock (PRPL)	0.0	$95.998000		140.00	0.69	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$77.000100		3.00	25.67	View chart
Virgin Galactic Holdings Stock (SPCE)	0.0	$69.999600		22.00	3.18	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$45.000000		1.00	45.00	View chart
Orion Properties Reit (ONL)	0.0	$33.000000		15.00	2.20	View chart

Past Filings by IFS Advisors

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

IFS Advisors 2025 Q4 filed Jan. 9, 2026
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

View all past filings

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