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Filers›Holding Co.›INTERACTIVE FINANCIAL ADVISORS, INC.
DOSSIER · 13F-HR · Q1 2026

INTERACTIVE FINANCIAL ADVISORS, INC.

INTERACTIVE FINANCIAL's holding co. based in London, UK — $153M in tracked AUM across 78 positions as of Q1 2026.

IF
INTERACTIVE FINANCIAL·London, UK·Holding Co.
CIK 0001419099 · last filed Mar 31, 2026
Total AUM
$153M
▲ 1.4%
vs prior
Holdings
78
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

INTERACTIVE FINANCIAL ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M30K13.0%
02
VEA
VANGUARD TAX-MANAGED FDS
$11M170K7.1%
03
AGG
ISHARES TR
$10M104K6.7%
04
RAVI
FLEXSHARES TR
$10M127K6.2%
05
QQQ
INVESCO QQQ TR
$7M12K4.5%
06
TLT
ISHARES TR
$7M78K4.5%
07
QUAL
ISHARES TR
$7M35K4.4%
08
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K3.7%
09
SLYV
SPDR SERIES TRUST
$5M52K3.2%
10
SLYG
SPDR SERIES TRUST
$5M49K3.1%

Filing history

Filing history loading…
AI Agent · grounded in INTERACTIVE
haiku-4-5 · 78 positions indexed
Sector mix
  • Tech16%
  • Financials9%
  • Health Care11%
  • Communications35%
  • Energy18%
  • Other11%
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