CIK 1765617
IFS Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
193
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 193
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 47K | $1M+ | SH |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 936K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 175K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 237K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 481K | $1M+ | SH |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 750K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 157K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 164K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 177K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 64K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 24K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 76K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 48K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 144K | $1M+ | SH |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 53K | $1M+ | SH |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 34K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1K | $500K+ | SH |
| AAPL | APPLE INC COM | 2K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 742 | $100K–$500K | SH |
| EPS | WISDOMTREE U.S. LARGECAP FUND | 5K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 431 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC COM | 1K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 542 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 491 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 891 | $100K–$500K | SH |
| V | VISA INC COM CL A | 563 | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 978 | $100K–$500K | SH |
| DE | DEERE & CO COM | 286 | $100K–$500K | SH |
| XUSP | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | 2K | $100K–$500K | SH |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 2K | $50K–$100K | SH |
| AMZN | AMAZON COM INC COM | 425 | $50K–$100K | SH |
| VOO | VANGUARD S&P 500 ETF | 132 | $50K–$100K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 383 | $50K–$100K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 96 | $50K–$100K | SH |
| META | META PLATFORMS INC CL A | 107 | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 149 | $50K–$100K | SH |
| XEL | XCEL ENERGY INC COM | 942 | $50K–$100K | SH |
| PG | PROCTER AND GAMBLE CO COM | 465 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 571 | $50K–$100K | SH |
| MRK | MERCK & CO INC COM | 597 | $50K–$100K | SH |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 5K | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 197 | $50K–$100K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 198 | $50K–$100K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 165 | $50K–$100K | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 1K | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 1K | $15K–$50K | SH |
| F | FORD MTR CO COM | 4K | $15K–$50K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 600 | $15K–$50K | SH |
| ABBV | ABBVIE INC COM | 200 | $15K–$50K | SH |