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IFS Group

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

Central Index Key (CIK): 0002087139

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Positions held by IFS Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IFS Group

IFS Group holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Pacer Fds Tr Metaurus Cap 400 (QDPL)	4.8	$5.4M	134k	40.14	View chart
First Tr Exchange-traded SHS (FVD)	3.4	$3.8M	82k	47.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.9	$3.2M	35k	92.76	View chart
Texas Pacific Land Corp (TPL)	2.7	$3.0M	6.4k	474.56	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.6	$2.9M	59k	49.50	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.6	$2.9M	42k	68.28	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	2.5	$2.8M	140k	20.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$2.8M	28k	99.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$2.7M	30k	90.53	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	2.0	$2.3M	24k	93.74	View chart
First Tr Exchange-traded A Com Shs (FTC)	2.0	$2.2M	14k	154.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.0	$2.2M	96k	22.91	View chart
NVIDIA Corporation (NVDA)	1.8	$2.1M	12k	174.40	View chart
First Tr Exchange-traded SHS (FDL)	1.8	$2.0M	39k	50.80	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$2.0M	21k	94.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.7	$2.0M	13k	155.10	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$1.9M	6.6k	286.87	View chart
Apple (AAPL)	1.5	$1.7M	6.8k	253.77	View chart
Microsoft Corporation (MSFT)	1.5	$1.7M	4.5k	370.17	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$1.6M	22k	69.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.3	$1.5M	24k	62.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$1.4M	14k	102.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$1.4M	7.4k	191.82	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.4M	8.0k	169.66	View chart
Cheniere Energy Com New (LNG)	1.1	$1.3M	4.6k	283.76	View chart
Goldman Sachs (GS)	1.1	$1.2M	1.5k	845.99	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	1.1	$1.2M	27k	46.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.1M	6.0k	191.93	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	1.0	$1.1M	8.5k	126.97	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$1.1M	9.7k	109.69	View chart
Spdr Series Trust State Street Spd (SPIB)	0.8	$942k	28k	33.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$910k	3.2k	287.56	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.8	$901k	29k	30.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$867k	11k	82.57	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.7	$823k	37k	22.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$810k	16k	49.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$808k	6.5k	124.31	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.7	$777k	18k	43.59	View chart
Corning Incorporated (GLW)	0.7	$771k	5.7k	135.97	View chart
JPMorgan Chase & Co. (JPM)	0.7	$760k	2.6k	294.16	View chart
Amazon (AMZN)	0.7	$749k	3.6k	208.27	View chart
Boeing Company (BA)	0.7	$748k	3.8k	199.03	View chart
Newmont Mining Corporation (NEM)	0.7	$746k	6.9k	108.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$694k	10k	67.53	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$674k	13k	52.46	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.6	$662k	9.9k	67.00	View chart
Horizon Fds Landmark Etf (BENJ)	0.6	$648k	12k	52.34	View chart
CVS Caremark Corporation (CVS)	0.6	$645k	9.0k	71.82	View chart
Palantir Technologies Cl A (PLTR)	0.6	$639k	4.4k	146.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$631k	2.0k	320.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$624k	7.5k	82.76	View chart
Iridium Communications (IRDM)	0.5	$614k	22k	27.74	View chart
Ge Vernova (GEV)	0.5	$596k	683.00	872.90	View chart
Vodafone Group Sponsored Adr (VOD)	0.5	$587k	39k	15.02	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.5	$583k	8.0k	72.96	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$576k	6.2k	92.35	View chart
PPL Corporation (PPL)	0.5	$569k	15k	38.20	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$567k	5.3k	106.15	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.5	$550k	18k	30.15	View chart
Ge Aerospace Com New (GE)	0.5	$545k	1.9k	283.77	View chart
Occidental Petroleum Corporation (OXY)	0.5	$535k	8.2k	65.00	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.5	$526k	8.7k	60.43	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.5	$517k	24k	21.57	View chart
Chevron Corporation (CVX)	0.5	$506k	2.4k	206.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$506k	2.1k	239.99	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$502k	5.4k	93.66	View chart
Cameco Corporation (CCJ)	0.4	$497k	4.6k	108.61	View chart
Broadcom (AVGO)	0.4	$486k	1.6k	309.51	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$485k	28k	17.32	View chart
Eli Lilly & Co. (LLY)	0.4	$476k	517.00	919.78	View chart
Totalenergies Se Act (TTE)	0.4	$474k	5.2k	90.98	View chart
Advanced Micro Devices (AMD)	0.4	$469k	2.3k	203.43	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$468k	12k	39.43	View chart
Weyerhaeuser Com New (WY)	0.4	$456k	19k	24.43	View chart
Uipath Cl A (PATH)	0.4	$448k	40k	11.10	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$442k	3.5k	125.46	View chart
Spotify Technology S A SHS (SPOT)	0.4	$432k	890.00	484.91	View chart
Spdr Series Trust State Street Spd (SLYG)	0.4	$428k	4.4k	96.62	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$427k	24k	17.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$414k	8.5k	48.71	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$414k	3.4k	121.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$403k	8.1k	49.89	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$395k	4.0k	97.92	View chart
Spdr Series Trust State Street Spd (SLYV)	0.4	$395k	4.2k	94.58	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$394k	5.8k	68.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$387k	3.5k	110.47	View chart
Okta Cl A (OKTA)	0.3	$375k	4.8k	78.71	View chart
Enbridge (ENB)	0.3	$366k	6.8k	54.14	View chart
Abbvie (ABBV)	0.3	$358k	1.6k	217.49	View chart
Pfizer (PFE)	0.3	$356k	13k	28.08	View chart
Verizon Communications (VZ)	0.3	$350k	7.0k	50.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$340k	5.6k	61.33	View chart
Paypal Holdings (PYPL)	0.3	$336k	7.4k	45.23	View chart
Truist Financial Corp equities (TFC)	0.3	$322k	7.0k	45.97	View chart
Sanofi Sa Sponsored Adr (SNY)	0.3	$322k	6.7k	48.18	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$321k	6.0k	53.95	View chart
Procter & Gamble Company (PG)	0.3	$320k	2.2k	144.43	View chart
Deere & Company (DE)	0.3	$315k	560.00	563.30	View chart
Us Bancorp Com New (USB)	0.3	$315k	6.1k	52.01	View chart
PNC Financial Services (PNC)	0.3	$312k	1.5k	208.09	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$311k	5.1k	61.27	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$309k	5.3k	58.47	View chart
FirstEnergy (FE)	0.3	$305k	6.0k	50.66	View chart
Home Depot (HD)	0.3	$301k	916.00	328.87	View chart
Cme (CME)	0.3	$300k	1.0k	295.35	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$296k	1.4k	215.99	View chart
Paychex (PAYX)	0.3	$294k	3.2k	92.12	View chart
Pinterest Cl A (PINS)	0.3	$292k	16k	18.34	View chart
Prologis (PLD)	0.3	$291k	2.2k	132.18	View chart
Sofi Technologies (SOFI)	0.3	$285k	18k	15.88	View chart
AFLAC Incorporated (AFL)	0.3	$284k	2.6k	109.71	View chart
Meta Platforms Cl A (META)	0.2	$280k	489.00	572.13	View chart
Freeport Mcmoran CL B (FCX)	0.2	$278k	4.7k	58.78	View chart
Visa Com Cl A (V)	0.2	$275k	911.00	302.10	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$275k	10k	27.23	View chart
Constellation Energy (CEG)	0.2	$268k	959.00	279.25	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$267k	7.3k	36.57	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$265k	3.1k	84.60	View chart
Pepsi (PEP)	0.2	$264k	1.7k	155.26	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$254k	8.0k	31.93	View chart
American Tower Reit (AMT)	0.2	$254k	1.5k	172.58	View chart
Amcor Com New (AMCR)	0.2	$253k	6.4k	39.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$248k	430.00	576.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$237k	365.00	649.59	View chart
Duke Energy Corp Com New (DUK)	0.2	$231k	1.8k	130.94	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$231k	8.0k	28.66	View chart
Tc Energy Corp (TRP)	0.2	$229k	3.7k	62.60	View chart
Philip Morris International (PM)	0.2	$229k	1.4k	165.34	View chart
Johnson & Johnson (JNJ)	0.2	$228k	932.00	244.67	View chart
Exelon Corporation (EXC)	0.2	$227k	4.6k	49.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$225k	4.0k	56.58	View chart
Xcel Energy (XEL)	0.2	$222k	2.8k	79.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$222k	515.00	430.29	View chart
UnitedHealth (UNH)	0.2	$221k	817.00	270.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$221k	600.00	367.44	View chart
Wec Energy Group (WEC)	0.2	$218k	1.9k	115.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$216k	2.5k	86.69	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.2	$214k	20k	10.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$211k	440.00	479.20	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$208k	3.0k	70.36	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.2	$207k	4.5k	46.49	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$206k	3.5k	59.78	View chart
Ida (IDA)	0.2	$200k	1.4k	142.97	View chart

Past Filings by IFS Group

SEC 13F filings are viewable for IFS Group going back to 2026

IFS Group 2026 Q1 filed May 18, 2026

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