INTERACTIVE FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, INTERACTIVE FINANCIAL ADVISORS, INC. held in its portfolio 76 assets valued at $154,758,530 (i.e. $154.76M).
The most valuable assets in the portfolio included: ISHARES TR ($20.87M), SPDR SERIES TRUST ($13.77M), and VANGUARD TAX-MANAGED FDS ($10.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
INTERACTIVE FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 30473 | 20872859 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 235198 | 13772626 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 169363 | 10580158 | VAN FTSE DEV MKT |
| ISHARES TR | 104866 | 10474056 | CORE US AGGBD ET |
| FLEXSHARES TR | 123302 | 9293340 | FLEXSHARES ULTRA |
| INVESCO QQQ TR | 12528 | 7696084 | UNIT SER 1 |
| ISHARES TR | 79010 | 6886592 | 20 YR TR BD ETF |
| ISHARES TR | 34307 | 6814125 | MSCI USA QLT FCT |
| VANGUARD SPECIALIZED FUNDS | 26937 | 5920371 | DIV APP ETF |
| VANGUARD INDEX FDS | 13674 | 4304827 | LARGE CAP ETF |
| ISHARES TR | 171090 | 3939369 | US TREAS BD ETF |
| ISHARES TR | 29198 | 3771331 | EXPND TEC SC ETF |
| VANGUARD CHARLOTTE FDS | 66059 | 3192011 | TOTAL INT BD ETF |
| SPDR INDEX SHS FDS | 33666 | 2582559 | PORTFLI MSCI GBL |
| ISHARES TR | 11768 | 2526623 | US AER DEF ETF |
| VANECK ETF TRUST | 78692 | 2310799 | FALLEN ANGEL HG |
| ISHARES TR | 30702 | 2192438 | EAFE VALUE ETF |
| SELECT SECTOR SPDR TR | 13973 | 2163057 | STATE STREET HEA |
| ISHARES TR | 11096 | 2010839 | RUS 2000 VAL ETF |
| ISHARES TR | 15316 | 1687738 | IBOXX INV CP ETF |
| VANGUARD INDEX FDS | 5697 | 1653581 | MID CAP ETF |
| SELECT SECTOR SPDR TR | 34586 | 1476501 | STATE STREET UTI |
| ISHARES GOLD TR | 17264 | 1401319 | ISHARES NEW |
| ISHARES TR | 24993 | 1346669 | ISHS 5-10YR INVT |
| SELECT SECTOR SPDR TR | 8641 | 1244188 | STATE STREET TEC |
| VANGUARD WELLINGTON FD | 7696 | 1180643 | US QUALITY |
| SELECT SECTOR SPDR TR | 13483 | 1047384 | STATE STREET CON |
| INVESCO EXCH TRADED FD TR II | 28443 | 999785 | S&P INTL QULTY |
| INVESCO EXCHANGE TRADED FD T | 26881 | 904008 | S&P500 EQL REL |
| VANGUARD WHITEHALL FDS | 6121 | 878557 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 1266 | 794299 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 4265 | 789196 | UTILITIES ETF |
| GATX CORP | 4505 | 764048 | COM |
| ISHARES TR | 6611 | 726620 | TIPS BD ETF |
| US BANCORP DEL | 13462 | 718332 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 8352 | 699539 | INT-TERM CORP |
| SELECT SECTOR SPDR TR | 15373 | 687334 | STATE STREET ENE |
| J P MORGAN EXCHANGE TRADED F | 10218 | 645573 | US QUALTY FCTR |
| ARK ETF TR | 8007 | 615921 | INNOVATION ETF |
| FLEXSHARES TR | 3554 | 562414 | STOX US ESG SLCT |
| HORIZON FDS | 19096 | 553211 | EXPEDITION PLUS |
| WISDOMTREE TR | 5860 | 524139 | US QTLY DIV GRT |
| ISHARES TR | 7373 | 514193 | FUTURE EXPONENTI |
| VANECK ETF TRUST | 1410 | 508076 | SEMICONDUCTR ETF |
| SCHWAB STRATEGIC TR | 24167 | 504857 | US REIT ETF |
| ISHARES TR | 5998 | 495684 | RESIDENTIAL MULT |
| ALLSTATE CORP | 2376 | 494564 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4388 | 476718 | WTR ETF |
| SPDR S&P 500 ETF TR | 624 | 425815 | TR UNIT |
| INVESCO EXCH TRADED FD TR II | 8796 | 422209 | S&P500 HDL VOL |
| ISHARES SILVER TR | 6521 | 420083 | ISHARES |
| AMERICAN ELEC PWR CO INC | 3500 | 403585 | COM |
| FLEXSHARES TR | 15629 | 376052 | IBOXX 3R TARGT |
| ISHARES TR | 3785 | 363514 | MSCI EAFE ETF |
| ISHARES TR | 7228 | 362866 | NORTH AMERN NAT |
| ISHARES TR | 3351 | 358926 | NATIONAL MUN ETF |
| MORGAN STANLEY | 2003 | 355593 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 2859 | 354457 | JPMORGAN DIVER |
| AMAZON COM INC | 1506 | 347615 | COM |
| ALPHABET INC | 1003 | 314741 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 6272 | 314112 | DIVERSFD EQT ETF |
| WISDOMTREE TR | 13623 | 306321 | INTRST RATE HDGE |
| ISHARES TR | 1431 | 303527 | S&P 500 VAL ETF |
| WISDOMTREE TR | 2910 | 296369 | US HIGH DIVIDEND |
| SPDR GOLD TR | 727 | 288117 | GOLD SHS |
| APPLE INC | 1051 | 285725 | COM |
| ISHARES TR | 1124 | 276792 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 529 | 255835 | COM |
| ISHARES TR | 3447 | 231407 | MSCI ACWI EX US |
| CHEVRON CORP NEW | 1494 | 227701 | COM |
| CAPITAL ONE FINL CORP | 917 | 222244 | COM |
| ISHARES TR | 6960 | 215482 | PFD AND INCM SEC |
| NEXTERA ENERGY INC | 2681 | 215231 | COM |
| ISHARES TR | 2486 | 205904 | 1 3 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 8826 | 204675 | NATL AMT MUNI |
| AMPLIFY ETF TR | 2747 | 204477 | ONLIN RETL ETF |
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