§ 13F · FUND PROFILE
IFS Advisors, LLC.
AUM · $209M (13F)Positions · 220Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$236K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 46K | $34M | 16.4% | −2% |
| 2 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 974K | $24M | 11.3% | +1% |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 240K | $18M | 8.7% | ±0% |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 176K | $18M | 8.5% | −1% |
| 5 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 501K | $17M | 8.1% | ±0% |
| 6 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 767K | $15M | 7.2% | +1% |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | 151K | $15M | 7.0% | −2% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 161K | $12M | 6.0% | −1% |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 190K | $10M | 4.6% | +2% |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | 61K | $9M | 4.3% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IFS SIGNAL
AC read
IFS Advisors, LLC is a Other fund managing $209 million in assets. The fund runs a broad portfolio of 220 positions.
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