IFS Advisors, LLC

CIK 0001765617 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

IFS Advisors, LLC reported 220 positions worth $208.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$208.8M
2026 Q2
Positions
220
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.0%
Est. Net Flow (Q)
2026 Q2
10 / 220 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES CORE S&P 500 ETFSH$34.1M16.35%45,588
2IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETFSH$23.6M11.30%973,964
3DGROISHARES CORE DIVIDEND GROWTH ETFSH$18.2M8.71%240,027
4SGOVISHARES 0-3 MONTH TREASURY BOND ETFSH$17.7M8.49%176,007
5SCHGSCHWAB U.S. LARGE-CAP GROWTH ETFSH$17.0M8.12%501,330
6BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETFSH$15.0M7.17%766,729
7IEFAISHARES CORE MSCI EAFE ETFSH$14.6M6.97%150,786
8IJHISHARES CORE S&P MID-CAP ETFSH$12.4M5.96%161,401
9SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSH$9.6M4.57%189,548
10IJRISHARES CORE S&P SMALL CAP ETFSH$9.0M4.31%60,687

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IFS Advisors, LLC hold as of Q2 2026?

IFS Advisors, LLC reported 220 positions worth $208.8M in its Q2 2026 13F filing. Largest positions: IVV (16.4%), IBDR (11.3%), DGRO (8.7%), SGOV (8.5%) and SCHG (8.1%).

What did IFS Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IFS Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.