IF Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109472
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13F Reported Value

ⓘ

$152.1M

Holdings

60

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

IF Advisors, LLC disclosed 60 positions worth $152.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $LLY. The portfolio is most concentrated in Other (92.5% of disclosed assets). All figures are sourced directly from IF Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2109472.

Sector Allocation

OtherFinancialsEnergyIndustrialsTechnologyHealthcare

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AUM History

13fpro.ai/research/fund/if-advisors-llc-2109472

Top Equity Holdings by Value

13fpro.ai/research/fund/if-advisors-llc-2109472

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • Vanguard Index Funds - Vanguard Large-Cap ETF

    —

    Quality

    $18.3M53,135 sh
  • Vanguard Index Funds - Vanguard FTSE Developed Markets ETF

    —

    Quality

    $16.3M228,160 sh
  • Vanguard Index Funds - Vanguard Mid-Cap ETF

    —

    Quality

    $11.6M144,156 sh
  • Vanguard Index Funds - Vanguard FTSE Emerging Markets ETF

    —

    Quality

    $8.3M138,230 sh
  • $5.9M11,774 sh
  • Vanguard Index Funds - Vanguard Value ETF

    —

    Quality

    $5.8M26,830 sh
  • Vanguard Bond Index Funds - Vanguard Total Bond Market ETF

    —

    Quality

    $5.5M75,219 sh
  • iShares Trust - iShares MSCI EAFE Value ETF

    —

    Quality

    $5.4M70,505 sh
  • Vanguard Index Funds - Vanguard Small-Cap ETF

    —

    Quality

    $5.4M17,683 sh
  • Vanguard Index Funds - Vanguard Total Stock Market ETF

    —

    Quality

    $4.9M13,152 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of IF Advisors, LLC's 60 positions.

Showing top 10 of 60 holdings.

Sector Allocation

Other

$140.8M

Financials

$6.7M

Energy

$1.5M

Industrials

$1.2M

Technology

$947,420

Healthcare

$393,413

Utilities

$232,502

Materials

$221,884

Full Holdings — IF Advisors, LLC (Q2 2026)

All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—Vanguard Index Funds - Vanguard Large-Cap ETF$18.3M
—Vanguard Index Funds - Vanguard FTSE Developed Markets ETF$16.3M
—Vanguard Index Funds - Vanguard Mid-Cap ETF$11.6M
—Vanguard Index Funds - Vanguard FTSE Emerging Markets ETF$8.3M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$5.9M
—Vanguard Index Funds - Vanguard Value ETF$5.8M
—Vanguard Bond Index Funds - Vanguard Total Bond Market ETF$5.5M
—iShares Trust - iShares MSCI EAFE Value ETF$5.4M
—Vanguard Index Funds - Vanguard Small-Cap ETF$5.4M
—Vanguard Index Funds - Vanguard Total Stock Market ETF$4.9M
—American Century ETF Trust - Avantis U.S. Small Cap Value ETF$4.5M
—iShares Trust - iShares 3-7 Year Treasury Bond ETF$4.2M
—Vanguard Specialized Funds - Vanguard Real Estate ETF$4.0M
—Schwab Strategic Trust - Schwab U.S. Large-Cap ETF$4.0M
—JPMorgan Trust I - JPMorgan Ultra-Short Municipal Income ETF$3.5M
—Schwab Strategic Trust - Schwab International Equity ETF$3.5M
—Schwab Strategic Trust - Schwab U.S. Small-Cap ETF$3.0M
—iShares Trust - iShares 1-3 Year Treasury Bond ETF$3.0M
—American Century ETF Trust - Avantis U.S. Large Cap Value ETF$2.7M
—Janus Detroit Street Trust - Janus Henderson AAA CLO ETF$2.4M
—Vanguard Index Funds - Vanguard Small-Cap Value ETF$2.3M
—iShares Trust - iShares Short-Term National Muni Bond ETF$2.0M
—Vanguard Municipal Bond Funds - Vanguard Short-Term Tax-Exempt Bond ETF$2.0M
—Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF$1.8M
—iShares Trust - iShares Russell 2000 ETF$1.8M
—Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF$1.5M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$1.5M
—iShares Trust - iShares 7-10 Year Treasury Bond ETF$1.4M
—American Century ETF Trust - Avantis U.S. Equity ETF$1.3M
TSLA$TSLATesla, Inc.$1.2M
—Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF$960,940
—Dimensional ETF Trust - Dimensional International Core Equity 2 ETF$957,582
—Schwab Strategic Trust - Schwab U.S. REIT ETF$780,138
—Schwab Strategic Trust - Schwab Emerging Markets Equity ETF$703,517
—iShares Trust - iShares Core MSCI Emerging Markets ETF$685,832
—Vanguard Index Funds - Vanguard S&P 500 ETF$662,772
—Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF$556,380
—Dimensional ETF Trust - Dimensional Emerging Markets Core 2 ETF$549,656
—SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF$530,687
NVDA$NVDANVIDIA CORP$496,924
—Schwab Strategic Trust - Schwab International Dividend Equity ETF$453,929
GOOGL$GOOGLAlphabet Inc.$450,496
—Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF$447,899
—American Century ETF Trust - Avantis International Large Cap Value ETF$438,507
—SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF$417,128
LLY$LLYELI LILLY & Co$393,413
—iShares Trust - iShares Core MSCI EAFE ETF$392,598
—Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF$336,961
—Vanguard Index Funds - Vanguard Total International Stock ETF$291,179
WT$WTWisdomTree, Inc.$285,325
—iShares Trust - iShares Core S&P 500 ETF$264,358
HTH$HTHHilltop Holdings Inc.$263,704
—American Century ETF Trust - Avantis U.S. Small Cap ETF$232,634
OKLO$OKLOOklo Inc.$232,502
STT$STTSTATE STREET CORP$226,666
—Vanguard Index Funds - Vanguard Extended Market ETF$225,282
—American Century ETF Trust - Avantis International Small Cap Value ETF$223,825
CMC$CMCCOMMERCIAL METALS Co$221,884
AMZN$AMZNAMAZON COM INC$220,226
—Vanguard Index Funds - Vanguard Dividend Appreciation ETF$212,248

New Positions (7)

LLY$LLY ELI LILLY & Co$393,413
American Century ETF Trust - Avantis U.S. Small Cap ETF$232,634
STT$STT STATE STREET CORP$226,666
Vanguard Index Funds - Vanguard Extended Market ETF$225,282
American Century ETF Trust - Avantis International Small Cap Value ETF$223,825
AMZN$AMZN AMAZON COM INC$220,226
Vanguard Index Funds - Vanguard Dividend Appreciation ETF$212,248

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