13F Insight
DOSSIER · 13F-HR · Q2 2026

IFS Advisors, LLC

$209M in tracked AUM across 220 positions as of Q2 2026.

IA
CIK 0001765617 · last filed Jun 30, 2026
Total AUM
$209M
as of Q2 2026
Holdings
220
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$34M46K16.4%02
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
$24M974K11.3%03
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
$18M240K8.7%04
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$18M176K8.5%05
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
$17M501K8.1%06
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$15M767K7.2%07
IEFA
ISHARES CORE MSCI EAFE ETF
$15M151K7.0%08
IJH
ISHARES CORE S&P MID-CAP ETF
$12M161K6.0%09
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$10M190K4.6%10
IJR
ISHARES CORE S&P SMALL CAP ETF
$9M61K4.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$54M▲ 32.5%
149 positionsLocked
Showing 12 of 23