If Advisors, LLC Top Holdings and 13F Report (2026) About If Advisors, LLCInvestment ActivityIf Advisors, LLC has $152.12 million in total holdings as of June 30, 2026.If Advisors, LLC owns shares of 60 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 6.65% of the portfolio was sold this quarter.This quarter, If Advisors, LLC has purchased 53 new stocks and bought additional shares in 21 stocks.If Advisors, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $18,273,658Vanguard FTSE Developed Markets ETF $16,256,400Vanguard Mid-Cap ETF $11,614,649Vanguard FTSE Emerging Markets ETF $8,250,949Berkshire Hathaway $5,891,592 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $393,413 Holding025072323 - Avantis U.S. Small Cap Equity ETF $232,634 Holding81369Y860 - Real Estate Select Sector SPDR Fund $226,666 Holding922908652 - Vanguard Extended Market ETF $225,282 Holding025072802 - Avantis International Small Cap Value ETF $223,825 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 108,943 shares (about $8.78M)Vanguard Large-Cap ETF 4,044 shares (about $1.39M)iShares MSCI EAFE Value ETF 7,367 shares (about $563.94K)Vanguard FTSE Emerging Markets ETF 7,944 shares (about $474.18K)Schwab International Equity ETF 16,807 shares (about $465.55K) Largest Sales this Quarter JPMorgan Trust I 89,000 shares (about $4.54M)Vanguard Short-Term Tax-Exempt Bond ETF 25,100 shares (about $2.54M)iShares Short-Term National Muni Bond ETF 23,500 shares (about $2.50M)Vanguard Tax-Exempt Bond ETF 5,000 shares (about $252.90K)Schwab International Dividend Equity ETF 6,554 shares (about $207.96K) 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$18,273,658$1,390,772 ▲8.2%53,13512.0%ETFVEAVanguard FTSE Developed Markets ETF$16,256,400$393,015 ▲2.5%228,16010.7%ETFVOVanguard Mid-Cap ETF$11,614,649$8,777,538 ▲309.4%144,1567.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,250,949$474,177 ▲6.1%138,2305.4%ETFBRK.BBerkshire Hathaway$5,891,592$100,578 ▲1.7%11,7743.9%FinanceVTVVanguard Value ETF$5,847,062$5,230 ▼-0.1%26,8303.8%ETFBNDVanguard Total Bond Market ETF$5,521,827$275,875 ▲5.3%75,2193.6%ETFEFViShares MSCI EAFE Value ETF$5,397,128$563,941 ▲11.7%70,5053.5%ETFVBVanguard Small-Cap ETF$5,360,071$50,015 ▲0.9%17,6833.5%ETFVTIVanguard Total Stock Market ETF$4,866,766$8,141 ▲0.2%13,1523.2%ETFAVUVAvantis U.S. Small Cap Value ETF$4,526,792$388,253 ▲9.4%36,2843.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,214,341$453,005 ▲12.0%35,8822.8%ETFVNQVanguard Real Estate ETF$4,046,203$94,405 ▲2.4%41,9602.7%ETFSCHXSchwab US Large-Cap ETF$3,987,206$309,192 ▲8.4%135,4812.6%ETFJPMorgan Trust I$3,519,000$4,539,000 ▼-56.3%69,0002.3%JPMorgan Ultra-Short Municipal Income ETFSCHFSchwab International Equity ETF$3,469,757$465,554 ▲15.5%125,2622.3%ETFSCHASchwab US Small-Cap ETF$3,004,1730.0%83,1492.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,972,300$355,536 ▲13.6%36,1992.0%ETFAVLVAvantis U.S. Large Cap Value ETF$2,744,874$293,787 ▲12.0%30,0941.8%ETFJAAAJanus Henderson AAA CLO ETF$2,421,012$50,995 ▲2.2%47,9501.6%ETFVBRVanguard Small-Cap Value ETF$2,299,657$12,635 ▼-0.5%9,4641.5%ETFSUBiShares Short-Term National Muni Bond ETF$2,022,930$2,502,045 ▼-55.3%19,0001.3%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,965,414$2,542,881 ▼-56.4%19,4001.3%ETFSCHMSchwab U.S. Mid-Cap ETF$1,845,0590.0%50,0421.2%ETFIWMiShares Russell 2000 ETF$1,829,140$3,906 ▼-0.2%6,0881.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,529,8430.0%34,4871.0%ETFXOMExxonMobil$1,508,158$56,192 ▼-3.6%11,0311.0%EnergyIEFiShares 7-10 Year Treasury Bond ETF$1,362,943$301,962 ▲28.5%14,4120.9%ETFAVUSAvantis U.S. Equity ETF$1,277,8540.0%9,9770.8%ETFTSLATesla$1,177,2590.0%2,7990.8%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$960,9400.0%30,3040.6%ETFDFICDimensional International Core Equity 2 ETF$957,5820.0%25,7000.6%ETFSCHHSchwab U.S. REIT ETF$780,1380.0%32,9450.5%ETFSCHESchwab Emerging Markets Equity ETF$703,5170.0%19,4020.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$685,8320.0%8,2790.5%ETFVOOVanguard S&P 500 ETF$662,7720.0%9650.4%ETFVTEBVanguard Tax-Exempt Bond ETF$556,380$252,900 ▼-31.3%11,0000.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$549,6560.0%13,5250.4%ETFSPDR Series Trust$530,687$242,021 ▲83.8%5,7910.3%SPDR Bloomberg 1-3 Month T-Bill ETFNVDANVIDIA$496,924$400 ▲0.1%2,4840.3%TechnologySCHYSchwab International Dividend Equity ETF$453,929$207,958 ▼-31.4%14,3060.3%ETFGOOGAlphabet$450,4960.0%1,2750.3%Communication ServicesCALFPacer US Small Cap Cash Cows ETF$447,8990.0%8,8500.3%ETFAVIVAvantis International Large Cap Value ETF$438,507$116,130 ▲36.0%5,6640.3%ETFSLYVSPDR S&P 600 Small Cap Value ETF$417,1280.0%3,8230.3%ETFLLYEli Lilly and Company$393,413$393,413 ▲New Holding3280.3%HealthcareIEFAiShares Core MSCI EAFE ETF$392,5980.0%4,0650.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$336,9610.0%9,6800.2%ETFVXUSVanguard Total International Stock ETF$291,1790.0%3,4060.2%ETFEZMWisdomTree U.S. MidCap Fund$285,3250.0%3,7650.2%ETFIVViShares Core S&P 500 ETF$264,3580.0%3530.2%ETFHTHHilltop$263,7040.0%6,8000.2%FinanceAVSCAvantis U.S. Small Cap Equity ETF$232,634$232,634 ▲New Holding3,1720.2%ETFALCCAltC Acquisition$232,5020.0%4,4430.2%XLREReal Estate Select Sector SPDR Fund$226,666$226,666 ▲New Holding5,1480.1%ETFVXFVanguard Extended Market ETF$225,282$225,282 ▲New Holding9150.1%ETFAVDVAvantis International Small Cap Value ETF$223,825$223,825 ▲New Holding2,1720.1%ETFCMCCommercial Metals$221,8840.0%3,5360.1%MaterialsAMZNAmazon.com$220,226$220,226 ▲New Holding9240.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$212,248$212,248 ▲New Holding8970.1%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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