Ifs Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 177 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 $41.4M, Ishares Trishares 0 3 Mnth Tre with a value of $21.3M, Ishares Tr with a value of $17.4M, Ishares Core Dividend Growth E with a value of $14M, and Schwab Strategic Tr Us Large C with a value of $12.6M.
Examining the 13F form we can see an increase of $38.4M in the current position value, from $132M to 170M.
Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $166 Million
Technology: $1.04 Million
Financial Services: $911,000
Industrials: $472,000
Consumer Cyclical: $452,000
Healthcare: $380,000
Communication Services: $281,000
Utilities: $177,000
Other: $371,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
