IFS Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, IFS Advisors, LLC held in its portfolio 193 assets valued at $192,478,117 (i.e. $192.48M).
The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($32.09M), ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ($22.68M), and ISHARES 0-3 MONTH TREASURY BOND ETF ($17.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 193 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IFS Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 46844 | 32085430 | ETF |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 936131 | 22682458 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 175138 | 17580374 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 237189 | 16465695 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 480513 | 15674357 | ETF |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 750091 | 14683043 | ETF |
| ISHARES CORE MSCI EAFE ETF | 156638 | 14012868 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 163955 | 10821080 | ETF |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 176753 | 7849621 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 64391 | 7738518 | ETF |
| VANGUARD MID-CAP ETF | 23815 | 6911645 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 76466 | 5663901 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 47702 | 4764489 | ETF |
| SCHWAB U.S. SMALL-CAP ETF | 144011 | 4101452 | ETF |
| ISHARES TREASURY FLOATING RATE BOND ETF | 53195 | 2684219 | ETF |
| WISDOMTREE FLOATING RATE TREASURY FUND | 33506 | 1686021 | ETF |
| ISHARES RUSSELL 1000 ETF | 2141 | 799535 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1213 | 609714 | Stock |
| APPLE INC COM | 1769 | 481046 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 742 | 351188 | ETF |
| WISDOMTREE U.S. LARGECAP FUND | 4873 | 345300 | ETF |
| INVESCO QQQ TRUST SERIES I | 431 | 264767 | ETF |
| CARDINAL HEALTH INC COM | 1280 | 263040 | Stock |
| TESLA INC COM | 542 | 243748 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 491 | 235959 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 891 | 229191 | Stock |
| VISA INC COM CL A | 563 | 197625 | Stock |
| NVIDIA CORPORATION COM | 978 | 182397 | Stock |
| DEERE & CO COM | 286 | 133304 | Stock |
| INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | 2282 | 108387 | ETF |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 2072 | 99456 | ETF |
| AMAZON COM INC COM | 425 | 98098 | Stock |
| VANGUARD S&P 500 ETF | 132 | 82781 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 383 | 80560 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 96 | 72995 | ETF |
| META PLATFORMS INC CL A | 107 | 70629 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 149 | 69845 | Stock |
| XCEL ENERGY INC COM | 942 | 69576 | Stock |
| PROCTER AND GAMBLE CO COM | 465 | 66767 | Stock |
| AMERICAN ELEC PWR CO INC COM | 571 | 65842 | Stock |
| MERCK & CO INC COM | 597 | 62840 | Stock |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 4700 | 62275 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 197 | 58353 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 198 | 56869 | Stock |
| ALPHABET INC CAP STK CL C | 165 | 51777 | Stock |
| ISHARES FLOATING RATE BOND ETF | 1000 | 50860 | ETF |
| VERIZON COMMUNICATIONS INC COM | 1227 | 49987 | Stock |
| FORD MTR CO COM | 3795 | 49790 | Stock |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 600 | 49692 | ETF |
| ABBVIE INC COM | 200 | 45698 | Stock |
| PFIZER INC COM | 1820 | 45318 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 725 | 45290 | ETF |
| ADVANCED MICRO DEVICES INC COM | 180 | 38548 | Stock |
| ISHARES BITCOIN TRUST ETF | 775 | 38478 | ETF |
| BROADCOM INC COM | 100 | 34610 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 1220 | 33464 | ETF |
| CHEVRON CORP NEW COM | 217 | 33072 | Stock |
| CATERPILLAR INC COM | 53 | 30720 | Stock |
| CAPITOL FED FINL INC COM | 4442 | 30250 | Stock |
| MICROSOFT CORP COM | 56 | 27543 | Stock |
| ISHARES RUSSELL 2000 ETF | 105 | 25846 | ETF |
| EXXON MOBIL CORP COM | 211 | 25391 | Stock |
| 3M CO COM | 158 | 25295 | Stock |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | 675 | 23449 | Stock |
| UNITED STATES NATURAL GAS FUND LP | 1775 | 21761 | ETF |
| HOME DEPOT INC COM | 63 | 21678 | Stock |
| AT&T INC COM | 864 | 21464 | Stock |
| TRAVELERS COMPANIES INC COM | 69 | 20014 | Stock |
| UNITEDHEALTH GROUP INC COM | 55 | 18375 | Stock |
| CYBERARK SOFTWARE LTD SHS | 41 | 18288 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 452 | 16724 | Stock |
| CSX CORP COM | 461 | 16723 | Stock |
| TANGER INC COM | 500 | 16685 | REIT |
| PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | 299 | 16558 | ETF |
| COSTCO WHSL CORP NEW COM | 19 | 16384 | Stock |
| ARK INNOVATION ETF | 213 | 16383 | ETF |
| HEICO CORP NEW COM | 50 | 16179 | Stock |
| TRIMBLE INC COM | 200 | 15670 | Stock |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 341 | 15174 | ETF |
| KKR & CO INC COM | 119 | 15170 | Stock |
| SONY GROUP CORP SPONSORED ADR | 590 | 15104 | ADR |
| JOHNSON & JOHNSON COM | 72 | 14900 | Stock |
| NIKE INC CL B | 230 | 14653 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 206 | 13847 | ETF |
| BANK AMERICA CORP COM | 249 | 13738 | Stock |
| ALTRIA GROUP INC COM | 227 | 13088 | Stock |
| UNITED STATES OIL FUND LP | 186 | 12863 | ETF |
| LG DISPLAY CO LTD SPONS ADR REP | 3040 | 12798 | ADR |
| SNOWFLAKE INC COM SHS | 58 | 12722 | Stock |
| OREILLY AUTOMOTIVE INC COM | 135 | 12313 | Stock |
| SOUTHWEST AIRLS CO COM | 296 | 12233 | Stock |
| UNITED PARCEL SERVICE INC CL B | 123 | 12200 | Stock |
| DISNEY WALT CO COM | 102 | 11604 | Stock |
| ONEOK INC NEW COM | 155 | 11392 | Stock |
| WELLS FARGO CO NEW COM | 118 | 10997 | Stock |
| SYMBOTIC INC CLASS A COM | 182 | 10829 | Stock |
| UBER TECHNOLOGIES INC COM | 130 | 10622 | Stock |
| HERSHEY CO COM | 57 | 10372 | Stock |
| COCA COLA CO COM | 148 | 10346 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 18 | 10194 | Stock |
| PPL CORP COM | 288 | 10085 | Stock |
| ARCHER DANIELS MIDLAND CO COM | 175 | 10060 | Stock |
| DELL TECHNOLOGIES INC CL C | 75 | 9441 | Stock |
| STARBUCKS CORP COM | 112 | 9431 | Stock |
| NETFLIX INC COM | 100 | 9376 | Stock |
| PARK HOTELS & RESORTS INC COM | 893 | 9340 | REIT |
| REALTY INCOME CORP COM | 159 | 8962 | REIT |
| INTEL CORP COM | 235 | 8671 | Stock |
| CHENIERE ENERGY INC COM NEW | 44 | 8553 | Stock |
| GLADSTONE LD CORP COM | 876 | 8015 | REIT |
| MONSTER BEVERAGE CORP NEW COM | 100 | 7667 | Stock |
| COINBASE GLOBAL INC COM CL A | 33 | 7462 | Stock |
| AMERICAN EXPRESS CO COM | 20 | 7399 | Stock |
| KINETIK HOLDINGS INC COM NEW CL A | 200 | 7210 | Stock |
| US BANCORP DEL COM NEW | 135 | 7203 | Stock |
| UNITED STATES COPPER INDEX FUND | 200 | 6992 | ETF |
| SPDR GOLD SHARES | 16 | 6340 | ETF |
| LOCKHEED MARTIN CORP COM | 13 | 6287 | Stock |
| KURV GOLD ENHANCED INCOME ETF | 200 | 6104 | ETF |
| CAPITAL ONE FINL CORP COM | 25 | 6059 | Stock |
| WARNER BROS DISCOVERY INC COM SER A | 205 | 5908 | Stock |
| RTX CORPORATION COM | 32 | 5868 | Stock |
| NEOS NASDAQ 100 HIGH INCOME ETF | 100 | 5386 | ETF |
| T-MOBILE US INC COM | 26 | 5279 | Stock |
| SERVICETITAN INC SHS CL A | 47 | 5005 | Stock |
| UNION PAC CORP COM | 21 | 4857 | Stock |
| GLOBAL NET LEASE INC COM NEW | 534 | 4592 | REIT |
| BOEING CO COM | 21 | 4559 | Stock |
| ALLY FINL INC COM | 100 | 4529 | Stock |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 29 | 4437 | ETF |
| DOW INC COM | 187 | 4372 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 4 | 4279 | ADR |
| EVERGY INC COM | 57 | 4131 | Stock |
| NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 142 | 4005 | REIT |
| TORM PLC SHS CL A | 200 | 3916 | Stock |
| ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | 61 | 3906 | ADR |
| CANADIAN PACIFIC KANSAS CITY COM | 50 | 3681 | Stock |
| JPMORGAN CHASE & CO. COM | 11 | 3659 | Stock |
| CLOUDFLARE INC CL A COM | 17 | 3351 | Stock |
| WALMART INC COM | 30 | 3342 | Stock |
| DOMINOS PIZZA INC COM | 8 | 3334 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 60 | 3286 | ETF |
| CRISPR THERAPEUTICS AG NAMEN AKT | 59 | 3093 | Stock |
| SOLVENTUM CORP COM SHS | 39 | 3090 | Stock |
| WP CAREY INC COM | 48 | 3089 | REIT |
| GILEAD SCIENCES INC COM | 24 | 3003 | Stock |
| UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 | 30 | 2996 | ETF |
| SHAKE SHACK INC CL A | 35 | 2840 | Stock |
| CISCO SYS INC COM | 35 | 2766 | Stock |
| CORNING INC COM | 30 | 2626 | Stock |
| OKTA INC CL A | 30 | 2594 | Stock |
| BLUE OWL CAPITAL CORPORATION COM | 200 | 2486 | CEF |
| COMPASS MINERALS INTL INC COM | 120 | 2356 | Stock |
| ANDERSONS INC COM | 42 | 2233 | Stock |
| METLIFE INC COM | 25 | 1973 | Stock |
| TARGET CORP COM | 20 | 1955 | Stock |
| PLAINS GP HLDGS L P LTD PARTNR INT A | 100 | 1914 | Stock |
| DARE BIOSCIENCE INC COM NEW | 950 | 1833 | Stock |
| ENNIS INC COM | 100 | 1801 | Stock |
| ARM HOLDINGS PLC SPONSORED ADS | 15 | 1639 | ADR |
| BLOCK INC CL A | 25 | 1627 | Stock |
| MODERNA INC COM | 55 | 1621 | Stock |
| SENTINELONE INC CL A | 100 | 1500 | Stock |
| PAYPAL HLDGS INC COM | 25 | 1459 | Stock |
| CARLYLE GROUP INC COM | 23 | 1398 | Stock |
| PRUDENTIAL FINL INC COM | 12 | 1354 | Stock |
| ESCALADE INC COM | 100 | 1349 | Stock |
| MSC INCOME FUND INC COM | 100 | 1314 | CEF |
| ROBLOX CORP CL A | 16 | 1296 | Stock |
| SAGA COMMUNICATIONS INC CL A NEW | 100 | 1144 | Stock |
| KYNDRYL HLDGS INC COMMON STOCK | 42 | 1115 | Stock |
| SALESFORCE INC COM | 4 | 1059 | Stock |
| MP MATERIALS CORP COM CL A | 20 | 1010 | Stock |
| INNOVATIVE INDL PPTYS INC COM | 20 | 947 | REIT |
| BRIGHTHOUSE FINL INC COM | 13 | 842 | Stock |
| ADVISORSHARES PURE US CANNABIS ETF | 155 | 731 | ETF |
| C3 AI INC CL A | 50 | 674 | Stock |
| MGM RESORTS INTERNATIONAL COM | 18 | 656 | Stock |
| VIATRIS INC COM | 51 | 634 | Stock |
| ARES CAPITAL CORP COM | 30 | 606 | CEF |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 19 | 424 | Stock |
| ORGANON & CO COMMON STOCK | 58 | 415 | Stock |
| KNIGHTSCOPE INC CL A NEW | 100 | 371 | Stock |
| CLEAN ENERGY FUELS CORP COM | 160 | 336 | Stock |
| SELECTQUOTE INC COM | 185 | 260 | Stock |
| KRISPY KREME INC COM | 56 | 225 | Stock |
| MACYS INC COM | 10 | 220 | Stock |
| LUMEN TECHNOLOGIES INC COM | 26 | 202 | Stock |
| PURPLE INNOVATION INC COM | 140 | 96 | Stock |
| NET LEASE OFFICE PROPERTIES COM | 3 | 77 | REIT |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | 22 | 70 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 1 | 45 | ETF |
| ORION PROPERTIES INC COM | 15 | 33 | REIT |
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