§ 13F · FUND PROFILE
IFS Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 170Turnover · — · Q1Filed · Apr 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$781K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 46K | $30M | 15.6% | −1% |
| 2 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 968K | $23M | 12.1% | +3% |
| 3 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 177K | $18M | 9.2% | +1% |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 241K | $17M | 8.7% | +2% |
| 5 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 759K | $15M | 7.6% | +1% |
| 6 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 500K | $15M | 7.5% | +4% |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | 154K | $14M | 7.2% | −2% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 163K | $11M | 5.7% | ±0% |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 186K | $8M | 4.4% | +5% |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | 63K | $8M | 4.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IFS SIGNAL
AC read
IFS Advisors, LLC is a Other fund managing $132 million in assets. The fund runs a portfolio of 170 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed