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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Million 16.64% of portfolio
46,844
Q4 2025 Reduced 24.34%
$0
$22.2 Million 11.7% of portfolio
936,131
Q4 2025 Added 100.36%
$0
$17.6 Million 9.26% of portfolio
175,138
Q4 2025 Reduced 17.29%
$0
$16.2 Million 8.54% of portfolio
237,189
Q4 2025 Added 15.07%
$0
$15.5 Million 8.16% of portfolio
480,513
Q4 2025 Added 21.82%
$0
$14.7 Million 7.73% of portfolio
750,091
Q4 2025 Added 212.04%
$0
$13.9 Million 7.31% of portfolio
156,638
Q4 2025 Reduced 21.19%
$0
$10.5 Million 5.54% of portfolio
163,955
Q4 2025 Added 1.32%
$0
$7.73 Million 4.07% of portfolio
176,753
Q4 2025 New
$0
$7.52 Million 3.96% of portfolio
64,391
Q4 2025 Reduced 23.72%
$0
$6.83 Million 3.6% of portfolio
23,815
Q4 2025 Added 77.22%
$0
$5.67 Million 2.98% of portfolio
76,466
Q4 2025 Reduced 16.52%
$0
$4.77 Million 2.51% of portfolio
47,702
Q4 2025 Added 21.84%
$0
$3.95 Million 2.08% of portfolio
144,011
Q4 2025 Added 175.46%
$0
$2.69 Million 1.41% of portfolio
53,195
Q4 2025 Reduced 6.34%
$0
$1.69 Million 0.89% of portfolio
33,506
Q4 2025 Added 9.85%
$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%
$0
$349,000 0.18% of portfolio
742
Q4 2025 Added 6.92%
$0
$339,000 0.18% of portfolio
4,873
Q2 2025 Reduced 3.75%
$53.8B
$262,000 0.14% of portfolio
1,280
Q2 2025 Added 23.43%
$0
$260,000 0.14% of portfolio
431
Q3 2025 Added 4.11%
$1.29T
$221,000 0.12% of portfolio
542
Q2 2025 Added 0.37%
$0
$231,000 0.12% of portfolio
491
Q1 2022 Added 6.05%
$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%
$0
$99,000 0.05% of portfolio
2,072
Q2 2025 Added 4.28%
$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%
$0
$78,000 0.04% of portfolio
383
Q4 2021 New
$0
$81,000 0.04% of portfolio
132
Q4 2025 Reduced 48.24%
$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%
$0
$72,000 0.04% of portfolio
96
Q2 2025 Reduced 99.52%
$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%
$0
$50,000 0.03% of portfolio
1,000
Q2 2022 New
$172B
$50,000 0.03% of portfolio
1,227
Q4 2025 Added 0.08%
$235B
$55,000 0.03% of portfolio
597
Q2 2025 Reduced 31.85%
$0
$64,000 0.03% of portfolio
4,700
Q2 2022 Added 123.81%
$0
$49,000 0.03% of portfolio
600
Q1 2024 Reduced 2.76%
$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%
$0
$33,000 0.02% of portfolio
1,220
Q4 2025 Reduced 7.37%

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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