If Advisors, LLC Top Holdings and 13F Report (2026) About If Advisors, LLCInvestment ActivityIf Advisors, LLC has $141.46 million in total holdings as of March 31, 2026.If Advisors, LLC owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 15.61% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, If Advisors, LLC has purchased 41 new stocks and bought additional shares in 22 stocks.If Advisors, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Large-Cap ETF $14,670,845Vanguard FTSE Developed Markets ETF $14,267,028Vanguard Mid-Cap ETF $10,112,469JPMorgan Ultra-Short Municipal ETF $8,054,840Vanguard FTSE Emerging Markets ETF $7,041,958 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $2,364,348 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $1,340,165 Holding025072885 - Avantis U.S. Equity ETF $1,109,243 Holding808524797 - Schwab US Dividend Equity ETF $929,727 Holding25434V799 - Dimensional International Core Equity 2 ETF $913,121 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,699 shares (about $3.75M)Janus Henderson AAA CLO ETF 46,940 shares (about $2.36M)Vanguard FTSE Developed Markets ETF 26,807 shares (about $1.72M)Dimensional U.S. Core Equity 2 ETF 34,487 shares (about $1.34M)Schwab US Large-Cap ETF 45,560 shares (about $1.17M) Largest Sales this Quarter Vanguard Large-Cap ETF 4,158 shares (about $1.24M)JPMorgan Ultra-Short Municipal ETF 12,850 shares (about $655.09K)Tesla 1,663 shares (about $618.22K)Berkshire Hathaway 892 shares (about $427.45K)Commercial Metals 2,619 shares (about $160.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIf Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$14,670,845$1,242,618 â–¼-7.8%49,09110.4%ETFVEAVanguard FTSE Developed Markets ETF$14,267,028$1,717,793 â–²13.7%222,64410.1%ETFVOVanguard Mid-Cap ETF$10,112,469$926,443 â–²10.1%35,2137.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,054,840$655,093 â–¼-7.5%158,0005.7%ETFVWOVanguard FTSE Emerging Markets ETF$7,041,958$367,918 â–²5.5%130,2865.0%ETFBRK.BBerkshire Hathaway$5,545,782$427,446 â–¼-7.2%11,5733.9%FinanceVTVVanguard Value ETF$5,268,755$2,943 â–²0.1%26,8543.7%ETFBNDVanguard Total Bond Market ETF$5,262,388$143,451 â–²2.8%71,4613.7%ETFEFViShares MSCI EAFE Value ETF$4,694,311$41,636 â–²0.9%63,1383.3%ETFVBVanguard Small-Cap ETF$4,588,315$50,289 â–²1.1%17,5183.2%ETFSUBiShares Short-Term National Muni Bond ETF$4,526,250$545,493 â–²13.7%42,5003.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$4,500,730$455,130 â–²11.3%44,5003.2%ETFVTIVanguard Total Stock Market ETF$4,212,235$3,753,156 â–²817.5%13,1303.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,798,165$230,321 â–²6.5%32,0252.7%ETFAVUVAvantis U.S. Small Cap Value ETF$3,664,511$261,372 â–²7.7%33,1722.6%ETFVNQVanguard Real Estate ETF$3,635,015$89,055 â–¼-2.4%40,9812.6%ETFSCHXSchwab US Large-Cap ETF$3,204,359$1,168,158 â–²57.4%124,9752.3%ETFSCHFSchwab International Equity ETF$2,684,261$744,727 â–²38.4%108,4551.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,631,423$166,296 â–²6.7%31,8691.9%ManufacturingSCHASchwab US Small-Cap ETF$2,417,973$116 â–¼0.0%83,1491.7%ETFJAAAJanus Henderson AAA CLO ETF$2,364,348$2,364,348 â–²New Holding46,9401.7%ETFAVLVAvantis U.S. Large Cap Value ETF$2,166,233$600,142 â–²38.3%26,8731.5%ETFVBRVanguard Small-Cap Value ETF$2,067,351$44,971 â–²2.2%9,5161.5%ETFXOMExxonMobil$1,941,250$509 â–²0.0%11,4421.4%EnergySCHMSchwab U.S. Mid-Cap ETF$1,549,309$578,119 â–²59.5%50,0421.1%ETFIWMiShares Russell 2000 ETF$1,513,048$1,240 â–²0.1%6,1011.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,340,165$1,340,165 â–²New Holding34,4870.9%ETFAVUSAvantis U.S. Equity ETF$1,109,243$1,109,243 â–²New Holding9,9770.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,070,741$114,623 â–²12.0%11,2190.8%ETFTSLATesla$1,040,528$618,220 â–¼-37.3%2,7990.7%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$929,727$929,727 â–²New Holding30,3040.7%ETFDFICDimensional International Core Equity 2 ETF$913,121$913,121 â–²New Holding25,7000.6%ETFVTEBVanguard Tax-Exempt Bond ETF$798,2400.0%16,0000.6%ETFSCHHSchwab U.S. REIT ETF$707,9880.0%32,9450.5%ETFSCHYSchwab International Dividend Equity ETF$660,428$660,428 â–²New Holding20,8600.5%ETFSCHESchwab Emerging Markets Equity ETF$639,296$33 â–¼0.0%19,4020.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$577,460$367,582 â–²175.1%8,2790.4%ETFVOOVanguard S&P 500 ETF$576,6360.0%9650.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$467,289$467,289 â–²New Holding13,5250.3%ETFNVDANVIDIA$432,7910.0%2,4820.3%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$397,100$397,100 â–²New Holding8,8500.3%ETFIEFAiShares Core MSCI EAFE ETF$368,004$368,004 â–²New Holding4,0650.3%ETFGOOGAlphabet$365,7470.0%1,2750.3%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$361,579$361,579 â–²New Holding3,8230.3%ETFAVIVAvantis International Large Cap Value ETF$311,592$311,592 â–²New Holding4,1640.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$295,240$295,240 â–²New Holding9,6800.2%ETFSPDR Series Trust$288,666$288,666 â–²New Holding3,1500.2%SPDR Bloomberg 1-3 Month T-Bill ETFVXUSVanguard Total International Stock ETF$262,6370.0%3,4060.2%ETFEZMWisdomTree U.S. MidCap Fund$253,0830.0%3,7650.2%FinanceHTHHilltop$243,5760.0%6,8000.2%FinanceIVViShares Core S&P 500 ETF$230,5830.0%3530.2%ETFALCCAltC Acquisition$220,328$52,069 â–¼-19.1%4,4430.2%EnergyCMCCommercial Metals$217,216$160,885 â–¼-42.6%3,5360.2%Basic MaterialsAMZNAmazon.com$0$292,680 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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