Ifs Advisors, LLC Portfolio Holdings

Ifs Advisors, LLC

  • $190 Million
  • Q4 2025

Ifs Advisors, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $190 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.6M, Ishares Tr Ibonds Dec 2026 Ter with a value of $22.2M, Ishares Trishares 0 3 Mnth Tre with a value of $17.6M, Ishares Core Dividend Growth E with a value of $16.2M, and Schwab Strategic Tr Us Large C with a value of $15.5M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $170M to 190M.

Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $186 Million
Technology: $1.03 Million
Financial Services: $921,000
Industrials: $485,000
Healthcare: $454,000
Consumer Cyclical: $449,000
Energy: $289,000
Communication Services: $216,000
Other: $384,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$617,000 0.32% of portfolio
1,213
Q2 2025 Added 0.58%
$4.3T
$473,000 0.25% of portfolio
1,769
Q4 2025 Reduced 6.6%
$53.8B
$262,000 0.14% of portfolio
1,280
Q2 2025 Added 23.43%
$1.29T
$221,000 0.12% of portfolio
542
Q2 2025 Added 0.37%
$104B
$223,000 0.12% of portfolio
891
Q4 2021 New
$7.89B
$202,000 0.11% of portfolio
198
Q4 2025 Added 200.0%
$465B
$182,000 0.1% of portfolio
978
Q4 2025 Reduced 9.94%
$533B
$183,000 0.1% of portfolio
563
Q4 2025 Added 6.63%
$144B
$136,000 0.07% of portfolio
286
Q4 2025 Added 13.94%
$2.39T
$99,000 0.05% of portfolio
425
Q3 2025 Added 3.16%
$346B
$67,000 0.04% of portfolio
465
Q3 2022 Added 0.43%
$44.1B
$75,000 0.04% of portfolio
942
Q4 2025 Reduced 1.46%
$62.3B
$69,000 0.04% of portfolio
571
Q2 2025 Reduced 34.44%
$115B
$80,000 0.04% of portfolio
149
Q1 2025 Added 313.89%
$266B
$58,000 0.03% of portfolio
197
Q3 2023 Reduced 19.59%
$52.1B
$50,000 0.03% of portfolio
3,795
Q2 2025 Reduced 7.33%
$235B
$55,000 0.03% of portfolio
597
Q2 2025 Reduced 31.85%
$1.37T
$65,000 0.03% of portfolio
107
Q4 2022 Added 613.33%
$141B
$45,000 0.02% of portfolio
1,820
Q2 2025 Reduced 54.34%
$1.74T
$47,000 0.02% of portfolio
165
Q3 2025 Added 10.0%
$388B
$43,000 0.02% of portfolio
180
Q1 2025 Added 125.0%
$291B
$29,000 0.02% of portfolio
53
Q4 2025 New
$303B
$33,000 0.02% of portfolio
217
Q2 2025 Added 1.88%
$139B
$34,000 0.02% of portfolio
100
Q1 2025 New
$414B
$46,000 0.02% of portfolio
200
Q2 2025 Reduced 60.0%
$875M
$14,000 0.01% of portfolio
452
Q4 2025 Added 170.66%
$31.5B
$10,000 0.01% of portfolio
155
Q4 2021 New
$36B
$17,000 0.01% of portfolio
590
Q4 2024 Added 400.0%
$3.22B
$10,000 0.01% of portfolio
182
Q1 2025 Added 82.0%
$19.2B
$15,000 0.01% of portfolio
200
Q2 2023 New
$32.2B
$10,000 0.01% of portfolio
175
Q2 2023 Added 36.72%
$26.3B
$10,000 0.01% of portfolio
57
Q2 2023 New
$91.4B
$26,000 0.01% of portfolio
158
Q2 2025 Reduced 71.68%
$181B
$22,000 0.01% of portfolio
864
Q4 2025 Added 0.12%
$17.1B
$15,000 0.01% of portfolio
50
Q2 2023 New
$413B
$12,000 0.01% of portfolio
249
Q1 2025 Added 0.4%
$193B
$10,000 0.01% of portfolio
102
Q2 2025 Reduced 48.74%
$3.78T
$28,000 0.01% of portfolio
56
Q2 2025 Reduced 62.67%
$73.4B
$16,000 0.01% of portfolio
461
Q4 2025 Added 46.35%
$6.2B
$13,000 0.01% of portfolio
135
Q2 2025 Added 1,400.0%
$104B
$13,000 0.01% of portfolio
227
Q2 2025 Reduced 76.77%
$490B
$24,000 0.01% of portfolio
211
Q2 2025 Reduced 91.31%
$300B
$17,000 0.01% of portfolio
55
Q4 2025 Added 66.67%
$67.3B
$19,000 0.01% of portfolio
69
Q2 2024 New
$879M
$28,000 0.01% of portfolio
4,442
Q3 2024 Added 1,865.49%
$367B
$22,000 0.01% of portfolio
63
Q2 2025 Reduced 61.35%
$49.1B
$11,000 0.01% of portfolio
100
Q4 2025 Added 88.68%
$68.7B
$11,000 0.01% of portfolio
123
Q4 2025 Reduced 55.11%
$306B
$10,000 0.01% of portfolio
148
Q2 2025 Reduced 40.32%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $190 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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