§ 13F · FUND PROFILE
IFS Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.2T (13F)Positions · 170Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$192.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 47K | $32.1T | 16.7% | NEW |
| 2 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 936K | $22.7T | 11.8% | NEW |
| 3 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 175K | $17.6T | 9.1% | NEW |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 237K | $16.5T | 8.6% | NEW |
| 5 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 481K | $15.7T | 8.1% | NEW |
| 6 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 750K | $14.7T | 7.6% | NEW |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | 157K | $14.0T | 7.3% | NEW |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 164K | $10.8T | 5.6% | NEW |
| 9 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 177K | $7.8T | 4.1% | NEW |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | 64K | $7.7T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IFS SIGNAL
AC read
IFS Advisors, LLC is a Other fund managing $132163.9 trillion in assets. The fund runs a portfolio of 170 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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