IF Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, IF Advisors, LLC held in its portfolio 41 assets valued at $123,066,221 (i.e. $123.07M).
The most valuable assets in the portfolio included: Vanguard ($16.76M), Vanguard ($12.23M), and Vanguard ($9.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IF Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard | 53249 | 16762785 | Large-Cap ETF |
| Vanguard | 195837 | 12233937 | FTSE Developed Markets ETF |
| Vanguard | 31987 | 9283267 | Mid-Cap ETF |
| JPMorgan | 170850 | 8703099 | Ultra-Short Municipal Income ETF |
| Vanguard | 123479 | 6638231 | FTSE Emerging Markets ETF |
| Berkshire Hathaway Inc. | 12465 | 6265532 | Class B Common Stock |
| Vanguard | 69513 | 5148828 | Total Bond Market ETF |
| Vanguard | 26839 | 5125981 | Value ETF |
| Vanguard | 17326 | 4469242 | Small-Cap ETF |
| iShares | 62578 | 4468696 | MSCI EAFE Value ETF |
| Vanguard | 40000 | 4063000 | Short-Term Tax-Exempt Bond ETF |
| iShares | 37378 | 3988233 | Short-Term National Muni Bond ETF |
| Vanguard | 41985 | 3715253 | Real Estate ETF |
| iShares | 30083 | 3590406 | 3-7 Year Treasury Bond ETF |
| Avantis | 30806 | 3141596 | U.S. Small Cap Value ETF |
| iShares | 29855 | 2472591 | 1-3 Year Treasury Bond ETF |
| Schwab | 83153 | 2368197 | U.S. Small-Cap ETF |
| Schwab | 79415 | 2137058 | U.S. Large-Cap ETF |
| Tesla Inc | 4462 | 2006651 | Common Stock |
| Vanguard | 9309 | 1971553 | Small-Cap Value ETF |
| Schwab | 78365 | 1883895 | International Equity ETF |
| iShares | 6096 | 1500591 | Russell 2000 ETF |
| Avantis | 19428 | 1472060 | US Large Cap Value ETF |
| Exxon Mobil Corp | 11439 | 1376569 | Common Stock |
| iShares | 10018 | 963331 | 7-10 Year Treasury Bond ETF |
| Schwab | 31369 | 943266 | U.S. Mid-Cap ETF |
| Vanguard | 16000 | 804640 | Tax-Exempt Bond ETF |
| Schwab | 32945 | 688221 | U.S. REIT ETF |
| Schwab | 19403 | 635448 | Emerging Markets Equity ETF |
| Vanguard | 965 | 605180 | S&P 500 ETF |
| Vanguard | 1431 | 479771 | Total Stock Market ETF |
| NVIDIA Corp | 2482 | 462819 | Common Stock |
| Commercial Metals Company | 6155 | 426049 | Common Stock |
| Alphabet Inc | 1275 | 400095 | Class C Capital Stock |
| Oklo Inc | 5493 | 394178 | Class A Common Stock |
| Amazon.com Inc | 1268 | 292680 | Common Stock |
| Vanguard | 3406 | 256949 | Total International Stock ETF |
| WisdomTree | 3765 | 251502 | U.S. MidCap ETF |
| iShares | 353 | 241784 | Core S&P 500 ETF |
| Hilltop Holdings Inc. | 6800 | 230792 | Common Stock |
| iShares | 3009 | 202265 | Core MSCI Emerging Markets ETF |
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