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 Market Cap. of $200 Billions or more

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%
$1.29T
$221,000 0.12% of portfolio
542
Q2 2025 Added 0.37%
$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%
$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%
$266B
$58,000 0.03% of portfolio
197
Q3 2023 Reduced 19.59%
$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%
$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%
$414B
$46,000 0.02% of portfolio
200
Q2 2025 Reduced 60.0%
$413B
$12,000 0.01% of portfolio
249
Q1 2025 Added 0.4%
$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%
$367B
$22,000 0.01% of portfolio
63
Q2 2025 Reduced 61.35%
$306B
$10,000 0.01% of portfolio
148
Q2 2025 Reduced 40.32%
$404B
$17,000 0.01% of portfolio
19
Q2 2024 Added 46.15%
$522B
$14,000 0.01% of portfolio
72
Q2 2025 Reduced 67.57%
$255B
$6,000 0.0% of portfolio
20
Q4 2023 New
$881B
$3,000 0.0% of portfolio
11
Q2 2024 Added 10.0%
$258B
$5,000 0.0% of portfolio
32
Q2 2025 Reduced 75.76%
$317B
$9,000 0.0% of portfolio
118
Q2 2023 New
$237B
$0 0.0% of portfolio
4
Q1 2025 Added 33.33%
$279B
$3,000 0.0% of portfolio
30
Q2 2025 Reduced 96.77%
$269B
$5,000 0.0% of portfolio
26
Q2 2022 Added 116.67%
$405B
$4,000 0.0% of portfolio
4
Q1 2025 New
$319B
$2,000 0.0% of portfolio
35
Q4 2024 Added 2.94%

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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