IFS Advisors, LLC
CIK 0001765617 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES CORE S&P 500 ETF
16.4%
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
11.3%
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
8.7%
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
8.5%
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
8.1%
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
7.2%
IEFA
ISHARES CORE MSCI EAFE ETF
7.0%
IJH
ISHARES CORE S&P MID-CAP ETF
6.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.