Ifs Advisors, LLC Top Holdings and 13F Report (2026) About Ifs Advisors, LLCInvestment ActivityIfs Advisors, LLC has $194.05 million in total holdings as of March 31, 2026.Ifs Advisors, LLC owns shares of 217 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Ifs Advisors, LLC has purchased 193 new stocks and bought additional shares in 38 stocks.Ifs Advisors, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $30,323,553iShares iBonds Dec 2026 Term Corporate ETF $23,459,535iShares 0-3 Month Treasury Bond ETF $17,833,695iShares Core Dividend Growth ETF $16,922,568Invesco BulletShares 2026 Corporate Bond ETF $14,826,761 Largest New Holdings this Quarter 65339F101 - NextEra Energy $160,218 Holding018802108 - Alliant Energy $111,443 Holding718172109 - Philip Morris International $72,253 Holding457187102 - Ingredion $44,838 Holding209115104 - Consolidated Edison $37,575 Holding Largest Purchases this Quarter iShares iBonds Dec 2026 Term Corporate ETF 31,671 shares (about $767.71K)Schwab U.S. Large-Cap Growth ETF 19,568 shares (about $570.02K)SPDR Portfolio Developed World ex-US ETF 8,789 shares (about $401.22K)Vanguard Mid-Cap ETF 1,130 shares (about $324.52K)iShares Core Dividend Growth ETF 3,941 shares (about $276.58K) Largest Sales this Quarter Schwab US Broad Market ETF 1 shares (about $∞T)iShares Core MSCI EAFE ETF 3,060 shares (about $277.02K)iShares Core S&P 500 ETF 422 shares (about $275.66K)iShares Core S&P Small-Cap ETF 1,125 shares (about $139.85K)iShares Core U.S. Aggregate Bond ETF 859 shares (about $85.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfs Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$30,323,553$275,657 ▼-0.9%46,42215.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$23,459,535$767,706 ▲3.4%967,80212.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$17,833,695$204,240 ▲1.2%177,1679.2%ETFDGROiShares Core Dividend Growth ETF$16,922,568$276,580 ▲1.7%241,1308.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$14,826,761$177,469 ▲1.2%759,1787.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$14,567,365$570,016 ▲4.1%500,0817.5%ETFIEFAiShares Core MSCI EAFE ETF$13,903,449$277,022 ▼-2.0%153,5787.2%ETFIJHiShares Core S&P Mid-Cap ETF$11,023,736$48,149 ▼-0.4%163,2425.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,470,014$401,219 ▲5.0%185,5424.4%ETFIJRiShares Core S&P Small-Cap ETF$7,864,707$139,851 ▼-1.7%63,2664.1%ETFVOVanguard Mid-Cap ETF$7,163,787$324,517 ▲4.7%24,9453.7%ETFBNDVanguard Total Bond Market ETF$5,766,295$135,278 ▲2.4%78,3033.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,650,128$85,273 ▼-1.8%46,8432.4%FinanceSCHASchwab US Small-Cap ETF$4,362,077$174,219 ▲4.2%150,0022.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,694,781$1,519 ▲0.1%53,2251.4%ETFUSFRWisdomTree Floating Rate Treasury Fund$1,937,938$251,247 ▲14.9%38,4971.0%FinanceIWBiShares Russell 1000 ETF$754,124$9,271 ▼-1.2%2,1150.4%ETFBRK.BBerkshire Hathaway$581,2690.0%1,2130.3%FinanceAAPLApple$461,030$11,932 ▲2.7%1,8160.2%Computer and TechnologyEPSWisdomTree U.S. LargeCap Fund$331,9000.0%4,8730.2%FinanceIWFiShares Russell 1000 Growth ETF$327,048$10,660 ▲3.4%7670.2%ETFCAHCardinal Health$270,4760.0%1,2800.1%MedicalQQQInvesco QQQ$248,7640.0%4310.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$227,4260.0%4910.1%FinanceJPMJPMorgan Chase & Co.$213,387$210,149 ▲6,490.9%7250.1%FinanceTSLATesla$201,4880.0%5420.1%Auto/Tires/TrucksNVDANVIDIA$184,515$13,952 ▲8.2%1,0580.1%Computer and TechnologyVVisa$184,215$13,914 ▲8.2%6090.1%Business ServicesDEDeere & Company$161,2860.0%2860.1%IndustrialsNEENextEra Energy$160,218$160,218 ▲New Holding1,7250.1%UtilitiesADPAutomatic Data Processing$140,397$40,636 ▼-22.4%6910.1%Computer and TechnologyXOMExxonMobil$132,504$96,706 ▲270.1%7810.1%EnergyXUSPInnovator Uncapped Accelerated U.S. Equity ETF$123,943$23,181 ▲23.0%2,8070.1%ETFCVXChevron$116,277$71,380 ▲159.0%5620.1%EnergyXELXcel Energy$115,188$40,356 ▲53.9%1,4500.1%UtilitiesLNTAlliant Energy$111,443$111,443 ▲New Holding1,5530.1%UtilitiesAMZNAmazon.com$107,050$18,536 ▲20.9%5140.1%Retail/WholesaleSPHDInvesco S&P 500 High Dividend Low Volatility ETF$102,7910.0%2,0720.1%ETFAEPAmerican Electric Power$99,489$24,643 ▲32.9%7590.1%UtilitiesTPLTexas Pacific Land$93,9620.0%1980.0%EnergyIWDiShares Russell 1000 Value ETF$81,8350.0%3830.0%ETFMOAltria Group$81,827$66,847 ▲446.3%1,2400.0%Consumer StaplesPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$81,4040.0%4,7000.0%ManufacturingVOOVanguard S&P 500 ETF$78,8760.0%1320.0%ETFPMPhilip Morris International$72,253$72,253 ▲New Holding4370.0%Consumer StaplesMRKMerck & Co., Inc.$71,8130.0%5970.0%MedicalMETAMeta Platforms$71,516$10,298 ▲16.8%1250.0%Computer and TechnologyVGTVanguard Information Technology ETF$67,5670.0%960.0%ETFPGProcter & Gamble$67,2940.0%4650.0%Consumer StaplesVZVerizon Communications$61,6370.0%1,2270.0%Computer and TechnologyCRWDCrowdStrike$58,1710.0%1490.0%Computer and TechnologyPFEPfizer$51,1050.0%1,8200.0%MedicalFLOTiShares Floating Rate Bond ETF$50,9500.0%1,0000.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$49,5420.0%6000.0%ManufacturingGOOGAlphabet$48,479$1,147 ▲2.4%1690.0%Computer and TechnologyIBMInternational Business Machines$47,7500.0%1970.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$46,4580.0%7250.0%ETFINGRIngredion$44,838$44,838 ▲New Holding3980.0%Consumer StaplesFFord Motor$43,7940.0%3,7950.0%Auto/Tires/TrucksABBVAbbVie$43,4980.0%2000.0%MedicalISHARES BITCOIN TRUST ETF$42,069$12,294 ▲41.3%1,0950.0%ETFCATCaterpillar$37,9910.0%530.0%IndustrialsEDConsolidated Edison$37,575$37,575 ▲New Holding3320.0%UtilitiesSCHDSchwab US Dividend Equity ETF$37,4290.0%1,2200.0%ETFAMDAdvanced Micro Devices$36,6170.0%1800.0%Computer and TechnologyBMYBristol Myers Squibb$35,116$35,116 ▲New Holding5790.0%MedicalSOSouthern$33,588$33,588 ▲New Holding3480.0%UtilitiesCFFNCapitol Federal Financial$31,6710.0%4,4420.0%FinanceSVXYProShares Short VIX Short-Term Futures ETF$31,556$17,862 ▲130.4%6890.0%ETFAVGOBroadcom$30,9510.0%1000.0%Computer and TechnologyCENTRAL BANCOMPANY COM CL A$27,183$27,183 ▲New Holding1,1350.0%StockADMArcher Daniels Midland$26,749$14,029 ▲110.3%3680.0%Consumer StaplesPEGPublic Service Enterprise Group$26,551$26,551 ▲New Holding3280.0%UtilitiesUPSUnited Parcel Service$26,169$14,068 ▲116.3%2660.0%TransportationIWMiShares Russell 2000 ETF$26,0400.0%1050.0%FinanceEIXEdison International$25,759$25,759 ▲New Holding3520.0%UtilitiesTAT&T$25,0680.0%8640.0%Computer and TechnologyBIPBrookfield Infrastructure Partners$24,3810.0%6750.0%FinanceDOWDOW$24,115$16,327 ▲209.6%5790.0%Basic MaterialsNFLXNetflix$24,037$14,422 ▲150.0%2500.0%Consumer DiscretionaryUSOUnited States Oil Fund$23,6680.0%1860.0%ETFMDLZMondelez International$23,632$23,632 ▲New Holding4100.0%Consumer StaplesMMM3M$22,9460.0%1580.0%Multi-Sector ConglomeratesMSFTMicrosoft$21,099$370 ▲1.8%570.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$20,925$6,557 ▲45.6%3000.0%ETFCOSTCostco Wholesale$20,925$1,993 ▲10.5%210.0%Retail/WholesaleUNITED STATES NATURAL GAS FUND LP$20,8200.0%1,7750.0%ETFHDHome Depot$20,7200.0%630.0%Retail/WholesaleDUKDuke Energy$20,164$20,164 ▲New Holding1540.0%UtilitiesTRVTravelers Companies$20,1250.0%690.0%FinanceDISWalt Disney$19,468$9,638 ▲98.0%2020.0%Consumer DiscretionaryBUNGE GLOBAL SA COM SHS$19,080$19,080 ▲New Holding1500.0%StockCSXCSX$18,9380.0%4610.0%TransportationJNJJohnson & Johnson$17,5990.0%720.0%MedicalSKTTanger$16,9900.0%5000.0%FinanceCNPCenterPoint Energy$16,702$16,702 ▲New Holding3870.0%UtilitiesGEGE Aerospace$16,458$16,458 ▲New Holding580.0%AerospaceDTEDTE Energy$15,353$15,353 ▲New Holding1050.0%UtilitiesUNILEVER PLC SPON ADR NEW$15,154$15,154 ▲New Holding2660.0%ADRUNHUnitedHealth Group$15,0620.0%550.0%MedicalShowing 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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