13F Insight
DOSSIER · 13F-HR · Q3 2026

IFS Advisors, LLC

$332M in tracked AUM across 463 positions as of Q3 2026.

IA
CIK 0001765617 · last filed Sep 30, 2026
Total AUM
$332M
as of Q3 2026
Holdings
463
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of IFS Advisors, LLC SEC 13F Filing
Portfolio Overview

IFS Advisors, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The total portfolio value surged by 252.8%, growing from $54.56M to $192.48M. This drastic increase in assets under management (AUM), coupled with a complete restructuring of the top holdings, suggests a substantial capital inflow or a strategic pivot toward a model portfolio approach.

The portfolio...

Key Holdings

The top ten holdings represent a cohesive asset allocation strategy rather than a collection of stock picks, comprising 85.7% of the total portfolio value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$35M45K10.5%02
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
$19M797K5.8%03
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
$18M511K5.5%04
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
$18M239K5.4%05
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$18M178K5.4%06
IEFA
ISHARES CORE MSCI EAFE ETF
$14M149K4.4%07
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$12M594K3.5%08
IJH
ISHARES CORE S&P MID-CAP ETF
$12M161K3.5%09
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$10M192K2.9%10
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$10M363K2.9%

Filing history

2026Q3Sep 30
$332M▲ 59.0%
463 positionsView →2026Q2Jun 30
$209M▲ 7.6%
220 positionsView →2026Q1Mar 31
$194M▲ 0.8%
217 positionsView →2025Q4Dec 31
$192M▲ 12.6%
193 positionsView →2025Q3Sep 30
$171M▲ 29.3%
177 positionsLocked2025Q2Jun 30
$132M▲ 7.3%
170 positionsLocked2025Q1Mar 31
$123M▼ 3.2%
199 positionsLocked2024Q4Dec 31
$127M▲ 0.7%
188 positionsLocked2024Q3Sep 30
$126M▲ 6.5%
158 positionsLocked2024Q2Jun 30
$119M▲ 3.5%
156 positionsLocked2024Q1Mar 31
$115M▲ 36.1%
153 positionsLocked2023Q4Dec 31
$84M▲ 56.9%
148 positionsLocked
Showing 12 of 24