What does IFS Advisors, LLC hold?

IFS Advisors, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1765617.

What is IFS Advisors, LLC's AUM?

IFS Advisors, LLC reported approximately $331.9M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $213.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source IFS Advisors, LLC's holdings?

All IFS Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1765617. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is IFS Advisors, LLC's 13F data updated on 13F Pro?

IFS Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

IFS Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1765617

Institutional-grade research for retail investors

Sector Allocation

Other82.9%$275.1M
Financials10.0%$33.2M
Technology3.5%$11.6M
Industrials0.8%$2.8M
Consumer Staples0.7%$2.2M
Healthcare0.6%$2.0M
Consumer Discretionary0.5%$1.6M
Energy0.4%$1.3M
Utilities0.3%$981,324
Communication Services0.2%$549,472

AUM History

13fpro.ai/research/fund/ifs-advisors-llc-1765617

Conviction and streaks

Diversifying · top 10 = 49.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold10.5% weight · held 11 quarters

$Conviction hold5.8% weight · held 5 quarters

$Conviction hold5.5% weight · held 6 quarters

$Conviction hold5.4% weight · held 11 quarters

$Accumulating+1004% shares · 9 quarters running

$Accumulating+208% shares · 5 quarters running

$Accumulating+30% shares · 4 quarters running

$Accumulating+379% shares · 4 quarters running

$IBITAccumulating+785% shares · 4 quarters running

$Trimming-51% shares · 10 quarters running

$Trimming-25% shares · 4 quarters running

$Trimming-29% shares · 4 quarters running

$Trimming-2% shares · 3 quarters running

$Trimming-7% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$34.7M
ISHARES
$19.3M
SCHWAB
$18.4M
ISHARES
$18.0M
ISHARES
$17.9M
ISHARES
$14.5M
IVZ
$11.6M
ISHARES
$11.6M
STATE
$9.6M
CAPITAL
$9.5M
ISHARES
$9.3M
ISHARES
$8.1M
VANGUARD
$7.9M
EATON
$6.6M
VANGUARD
$5.7M
IVZ
$5.5M
ISHARES
$5.3M
CAPITAL
$5.2M
SCHWAB
$5.1M
ISHARES
$4.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ifs-advisors-llc-1765617

IFS Advisors, LLC 13F holdings — Q3 2026

$331.9M portfolio (+59.0% QoQ) · 463 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio

1
ISHARES CORE S&P 500 ETF - ETF
$34.7M
10.5% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF
$19.3M
5.8% of stocks
-18%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
$18.4M
5.5% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES CORE DIVIDEND GROWTH ETF - ETF
$18.0M
5.4% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF
$17.9M
5.4% of stocks
+1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES CORE MSCI EAFE ETF - ETF
$14.5M
4.4% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
7
Invesco Ltd.
$IVZ
$11.6M
3.5% of stocks
-22%This quarter+1.8%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
8
ISHARES CORE S&P MID-CAP ETF - ETF
$11.6M
3.5% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF
$9.6M
2.9% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
10
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF
$9.5M
2.9% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES CORE S&P 500 ETF - ETF	$34.7M	10.5%	-0.5%	—	—	—	—
2	ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF	$19.3M	5.8%	-18%	—	—	—	—
3	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF	$18.4M	5.5%	+2%	—	—	—	—
4	ISHARES CORE DIVIDEND GROWTH ETF - ETF	$18.0M	5.4%	-0.6%	—	—	—	—
5	ISHARES 0-3 MONTH TREASURY BOND ETF - ETF	$17.9M	5.4%	+1.0%	—	—	—	—
6	ISHARES CORE MSCI EAFE ETF - ETF	$14.5M	4.4%	-0.9%	—	—	—	—
7	Invesco Ltd.$IVZ	$11.6M	3.5%	-22%	+1.8%	11+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
8	ISHARES CORE S&P MID-CAP ETF - ETF	$11.6M	3.5%	-0.4%	—	—	—	—
9	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF	$9.6M	2.9%	+1%	—	—	—	—
10	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF	$9.5M	2.9%	New	—	New this quarter	—	—

All holdings — IFS Advisors, LLC (Q3 2026)

Sort

463 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES RUSSELL TOP 200 GROWTH ETF - ETFetf/fund	—	$9.3M	2.8%	31K	New	—	—	13F
12	—	ISHARES CORE S&P SMALL CAP ETF - ETFetf/fund	—	$8.1M	2.5%	60K	-1%	—	—	13F
13	—	VANGUARD MORNINGSTAR MID-CAP ETF - ETFetf/fund	—	$7.9M	2.4%	101K	+0.3%	—	—	13F
14	—	EATON VANCE TOTAL RETURN BOND ETF - ETFnote	—	$6.6M	2.0%	138K	New	—	—	13F
15	—	VANGUARD TOTAL BOND MARKET ETF - ETFnote	—	$5.7M	1.7%	81K	+2%	—	—	13F
16	$IVZ	Invesco Ltd.etf/fund	Financials	$5.5M	1.7%	68K	New	11+ qtrs	—	13F
17	—	ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETFetf/fund	—	$5.3M	1.6%	211K	New	—	—	13F
18	—	CAPITAL GROUP DIVIDEND VALUE ETF - ETFetf/fund	—	$5.2M	1.6%	107K	New	—	—	13F
19	—	SCHWAB U.S. SMALL-CAP ETF - ETFetf/fund	—	$5.1M	1.5%	155K	+2%	—	—	13F
20	—	ISHARES CORE U.S. AGGREGATE BOND ETF - ETFnote	—	$4.5M	1.4%	48K	+2%	—	—	13F
21	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$4.4M	1.3%	5,826	New	1 qtr	—	13F
22	$IVZ	Invesco Ltd.note	Financials	$4.1M	1.2%	208K	New	11+ qtrs	—	13F
23	—	INVESCO NASDAQ BIOTECHNOLOGY ETF - ETFetf/fund	—	$3.8M	1.1%	109K	New	—	—	13F
24	—	AVANTIS U.S. SMALL CAP VALUE ETF - ETFetf/fund	—	$2.9M	0.9%	25K	New	—	—	13F
25	—	ISHARES MORNINGSTAR MID-CAP GROWTH ETF - ETFetf/fund	—	$2.9M	0.9%	30K	New	—	—	13F
26	—	ISHARES TREASURY FLOATING RATE BOND ETF - ETF	—	$2.7M	0.8%	53K	+4%
27	—	GLOBAL X U.S. ELECTRIFICATION ETF - ETF	—	$2.5M	0.8%	84K	New
28	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE - ETF	—	$2.5M	0.8%	58K	New
29	$IVZ	Invesco Ltd.	Financials	$2.5M	0.8%	8,167	New
30	—	FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF	—	$2.4M	0.7%	57K	New
31	$NVDA	NVIDIA CORP	Technology	$2.3M	0.7%	10K	+937%
32	$IVZ	Invesco Ltd.	Financials	$2.3M	0.7%	26K	New
33	—	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF	—	$2.3M	0.7%	91K	New
34	—	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF	—	$2.3M	0.7%	63K	New
35	—	ISHARES S&P 500 BUYWRITE ETF - ETF	—	$2.1M	0.6%	47K	New
36	—	JPMORGAN EQUITY PREMIUM INCOME ETF - ETF	—	$2.0M	0.6%	36K	New
37	—	ISHARES INTERNATIONAL EQUITY FACTOR ETF - ETF	—	$2.0M	0.6%	49K	New
38	—	ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF	—	$1.9M	0.6%	16K	New
39	$WT	WisdomTree, Inc.	Financials	$1.9M	0.6%	37K	+2%
40	—	VANGUARD S&P 500 ETF - ETF	—	$1.9M	0.6%	2,653	+1941%
41	—	SCHWAB US DIVIDEND EQUITY ETF - ETF	—	$1.8M	0.5%	55K	+4406%
42	—	INNOVATOR DEFINED WEALTH SHIELD ETF - ETF	—	$1.6M	0.5%	45K	New
43	$GOOGL	Alphabet Inc.	Technology	$1.5M	0.4%	4,291	New
44	—	INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE - ETF	—	$1.4M	0.4%	50K	New
45	$AAPL	Apple Inc.	Technology	$1.4M	0.4%	4,128	+132%
46	—	INVESCO CEF INCOME COMPOSITE ETF - ETF	—	$1.3M	0.4%	65K	New
47	—	CAPITAL GROUP MUNICIPAL INCOME ETF - ETF	—	$1.1M	0.3%	43K	New
48	$MSFT	MICROSOFT CORP	Technology	$1.1M	0.3%	2,068	+1833%
49	—	VANGUARD U.S. VALUE FACTOR ETF - ETF	—	$1.0M	0.3%	6,938	New
50	$IVZ	Invesco Ltd.	Financials	$974K	0.3%	6,423	New
51	—	FIDELITY TOTAL BOND ETF - ETF	—	$938K	0.3%	22K	New
52	—	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF	—	$901K	0.3%	18K	New
53	$AMD	ADVANCED MICRO DEVICES INC	Technology	$841K	0.3%	1,375	+664%
54	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$836K	0.3%	1,832	New
55	—	FIDELITY AAA CLO ETF - ETF	—	$833K	0.3%	17K	New
56	$LLY	ELI LILLY & Co	Healthcare	$831K	0.3%	718	+7080%
57	—	ISHARES RUSSELL 1000 ETF - ETF	—	$831K	0.3%	1,997	-5%
58	$GEV	GE Vernova Inc.	Industrials	$768K	0.2%	808	+5671%
59	$CAT	CATERPILLAR INC	Industrials	$706K	0.2%	870	+1542%
60	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$672K	0.2%	1,349	+11%
61	$IVZ	Invesco Ltd.	Financials	$671K	0.2%	6,013	New
62	$AMZN	AMAZON COM INC	Consumer Discretionary	$592K	0.2%	2,377	+516%
63	—	CAPITAL GROUP GROWTH ETF - ETF	—	$587K	0.2%	12K	New
64	—	INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE - ETF	—	$585K	0.2%	20K	New
65	—	PACER US CASH COWS 100 ETF - ETF	—	$576K	0.2%	8,627	New
66	$XOM.R34088	EXXON MOBIL CORP	Energy	$555K	0.2%	3,407	+336%
67	$AVGO	Broadcom Inc.	Technology	$548K	0.2%	1,559	+1459%
68	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$524K	0.2%	708	+64%
69	—	INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE - ETF	—	$516K	0.2%	15K	New
70	$META	Meta Platforms, Inc.	Technology	$483K	0.1%	666	+522%
71	$JNJ	JOHNSON & JOHNSON	Healthcare	$483K	0.1%	1,825	+2435%
72	$CVX	CHEVRON CORP	Energy	$471K	0.1%	2,308	+311%
73	—	ROUNDHILL MAGNIFICENT SEVEN ETF - ETF	—	$467K	0.1%	6,511	New
74	—	FIDELITY VALUE FACTOR ETF - ETF	—	$462K	0.1%	5,720	New
75	—	INNOVATOR U.S. EQUITY BUFFER ETF - JUNE - ETF	—	$444K	0.1%	8,936	New
76	—	CAPITAL GROUP CORE BALANCED ETF - ETF	—	$429K	0.1%	12K	New
77	—	INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JUNE - ETF	—	$429K	0.1%	22K	New
78	$ADM	Archer-Daniels-Midland Co	Consumer Staples	$428K	0.1%	5,390	+1365%
79	—	ISHARES RUSSELL 1000 GROWTH ETF - ETF	—	$416K	0.1%	3,321	+12%
80	$WT	WisdomTree, Inc.	Financials	$383K	0.1%	4,793	—
81	$PG	PROCTER & GAMBLE Co	Consumer Staples	$364K	0.1%	2,508	+439%
82	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY - ETF	—	$356K	0.1%	8,072	New
83	—	ISHARES MSCI WORLD ETF - ETF	—	$320K	0.1%	1,550	New
84	—	THEMES GLOBAL SYSTEMICALLY IMPORTANT BANKS ETF - ETF	—	$319K	0.1%	5,131	New
85	$GOOG	Alphabet Inc.	Technology	$317K	0.1%	930	+675%
86	$ORCL	ORACLE CORP	Technology	$310K	0.1%	2,257	New
87	—	CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF - ETF	—	$300K	0.1%	12K	New
88	$V	VISA INC.	Financials	$289K	0.1%	802	+42%
89	$CAH	CARDINAL HEALTH INC	Consumer Staples	$285K	0.1%	1,280	—
90	—	ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF	—	$284K	0.1%	6,214	New
91	—	CAMBRIA SHAREHOLDER YIELD ETF - ETF	—	$274K	0.1%	3,402	New
92	$ANET	Arista Networks, Inc.	Technology	$262K	0.1%	1,289	New
93	—	PGIM S&P 500 BUFFER 20 ETF - JUNE - ETF	—	$261K	0.1%	8,311	New
94	$GS	GOLDMAN SACHS GROUP INC	Financials	$254K	0.1%	5,879	New
95	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$251K	0.1%	2,936	+2075%
96	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$250K	0.1%	275	+1210%
97	—	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF	—	$250K	0.1%	491	—
98	$JPM	JPMORGAN CHASE & CO	Financials	$240K	0.1%	725	—
99	$APH	AMPHENOL CORP /DE/	Technology	$232K	0.1%	2,753	New
100	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH - ETF	—	$229K	0.1%	4,675	New
101	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$229K	0.1%	643	New
102	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY - ETF	—	$225K	0.1%	5,336	New
103	$WMT	Walmart Inc.	Consumer Staples	$224K	0.1%	2,158	+7093%
104	$HSIC	HENRY SCHEIN INC	Healthcare	$223K	0.1%	2,660	New
105	—	INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY - ETF	—	$210K	0.1%	6,888	New
106	$TSLA	Tesla, Inc.	Consumer Discretionary	$209K	0.1%	590	+9%
107	$RSG	REPUBLIC SERVICES, INC.	Utilities	$205K	0.1%	976	New
108	—	INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE - ETF	—	$199K	0.1%	10K	New
109	—	INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER - ETF	—	$195K	0.1%	6,921	New
110	$MSI	Motorola Solutions, Inc.	Technology	$191K	0.1%	429	New
111	$NFLX	NETFLIX INC	Communication Services	$185K	0.1%	2,665	+966%
112	—	INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY - ETF	—	$184K	0.1%	5,897	New
113	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$184K	0.1%	713	+3%
114	$PM	Philip Morris International Inc.	Consumer Staples	$183K	0.1%	957	+119%
115	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER - ETF	—	$182K	0.1%	3,878	New
116	$AMP	AMERIPRISE FINANCIAL INC	Financials	$177K	0.1%	360	New
117	$ETH	Grayscale Ethereum Staking Mini ETF	Financials	$176K	0.1%	6,898	New
118	$NOW	ServiceNow, Inc.	Technology	$172K	0.1%	1,285	New
119	—	INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER - ETF	—	$171K	0.1%	6,111	New
120	—	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF	—	$170K	0.1%	565	New
121	$MRK	Merck & Co., Inc.	Healthcare	$168K	0.1%	1,159	+94%
122	$CRWD	CrowdStrike Holdings, Inc.	Technology	$162K	0.1%	612	+311%
123	$AJG	Arthur J. Gallagher & Co.	Financials	$162K	0.1%	709	New
124	$SLV	iShares Silver Trust	Financials	$153K	0.1%	2,800	New
125	$ES	EVERSOURCE ENERGY	Utilities	$153K	0.1%	2,377	New
126	$ETN	Eaton Corp plc	Industrials	$150K	0.1%	348	New
127	$UNP	UNION PACIFIC CORP	Industrials	$148K	0.0%	542	New
128	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER - ETF	—	$145K	0.0%	3,173	New
129	—	COHEN & STEERS REAL ESTATE ACTIVE ETF - ETF	—	$144K	0.0%	5,408	New
130	$DE	DEERE & CO	Industrials	$144K	0.0%	214	-25%
131	$LMT	LOCKHEED MARTIN CORP	Industrials	$143K	0.0%	281	+2062%
132	—	INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY - ETF	—	$141K	0.0%	1,787	New
133	$ATO	ATMOS ENERGY CORP	Energy	$136K	0.0%	868	New
134	$KMB	KIMBERLY CLARK CORP	Materials	$135K	0.0%	1,389	New
135	—	ISHARES MSCI INTL QUALITY FACTOR ETF - ETF	—	$135K	0.0%	2,734	New
136	$PLTR	Palantir Technologies Inc.	Technology	$134K	0.0%	717	New
137	—	BNY MELLON US SMALL CAP CORE EQUITY ETF - ETF	—	$134K	0.0%	3,222	New
138	$XPO	XPO, Inc.	Industrials	$133K	0.0%	754	New
139	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY - ETF	—	$132K	0.0%	2,667	New
140	$NEE	NEXTERA ENERGY INC	Utilities	$131K	0.0%	1,725	—
141	—	INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY - ETF	—	$130K	0.0%	2,555	New
142	$SW	Smurfit Westrock plc	Materials	$129K	0.0%	2,920	New
143	$TXRH	Texas Roadhouse, Inc.	Consumer Discretionary	$129K	0.0%	823	New
144	$KO	COCA COLA CO	Consumer Staples	$128K	0.0%	1,489	+906%
145	—	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF	—	$127K	0.0%	2,371	+3852%
146	—	ISHARES RUSSELL 1000 VALUE ETF - ETF	—	$126K	0.0%	508	+33%
147	$GLD	SPDR GOLD TRUST	Financials	$125K	0.0%	328	+1950%
148	$IVZ	Invesco Ltd.	Financials	$123K	0.0%	797	New
149	—	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF	—	$118K	0.0%	703	New
150	$BA	BOEING CO	Industrials	$116K	0.0%	621	+2857%

What changed in Q3 2026

Against the previous quarter's 13F: 236 new, 73 added to, 13 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (236)

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF$9.5M
first bought this quarter
ISHARES RUSSELL TOP 200 GROWTH ETF - ETF$9.3M
first bought this quarter
EATON VANCE TOTAL RETURN BOND ETF - ETF$6.6M
first bought this quarter
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF$5.3M
first bought this quarter
CAPITAL GROUP DIVIDEND VALUE ETF - ETF$5.2M
first bought this quarter
$SPYSPDR S&P 500 ETF TRUST$4.4M
first bought this quarter

+230 more in the Excel export

Added to (73)

$NVDANVIDIA CORP+937%
now $2.3M · held 11+ qtrs
VANGUARD S&P 500 ETF - ETF+1941%
now $1.9M
SCHWAB US DIVIDEND EQUITY ETF - ETF+4406%
now $1.8M
$MSFTMICROSOFT CORP+1833%
now $1.1M · held 11+ qtrs, 3 adds in a row
$LLYELI LILLY & Co+7080%
now $831K · held 2 qtrs, 2 adds in a row
$AAPLApple Inc.+132%
now $1.4M · held 11+ qtrs

+67 more in the Excel export

Trimmed (13)

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF-18%
now $19.3M
$IVZInvesco Ltd.-22%
now $11.6M · held 11+ qtrs
ISHARES CORE S&P 500 ETF - ETF-0.5%
now $34.7M
ISHARES CORE MSCI EAFE ETF - ETF-0.9%
now $14.5M
ISHARES CORE S&P SMALL CAP ETF - ETF-1%
now $8.1M
ISHARES CORE DIVIDEND GROWTH ETF - ETF-0.6%
now $18.0M

+7 more in the Excel export

Sold out (2)

$NSANational Storage Affiliates Trustwas $6K
held 5 qtrs
UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 - ETFwas $2K

Firm AUM (Form ADV): $213.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F IFS Advisors, LLC has filed, 23 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of IFS Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+1.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 15% over the last 4

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

76%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

IFS Advisors, LLC disclosed 463 positions worth $331.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 236 new positions and exited 2 and a full exit from $NSA. The portfolio is most concentrated in Other (82.9% of disclosed assets). All figures are sourced directly from IFS Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1765617.

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AI-Powered Hedge Fund Analysis: IFS Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For IFS Advisors, LLC (SEC CIK: 1765617), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in IFS Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.