IFS Group,LLC

CIK 0002087139 · YORK, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

IFS Group,LLC reported 87 positions worth $72.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: FVD (5.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$72.8M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.6%
Est. Net Flow (Q)
2026 Q2
10 / 87 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FVDFIRST TR EXCHANGE-TRADED FDSH$3.9M5.41%81,839
2RDVYFIRST TR EXCHANGE TRADED FDSH$3.8M5.25%47,196
3FTCFIRST TR EXCHANGE-TRADED ALPSH$3.2M4.40%16,550
4FTCSFIRST TR EXCHANGE-TRADED FDSH$3.1M4.22%32,724
5PULSPGIM ETF TRSH$3.0M4.16%61,140
6TPLTEXAS PACIFIC LAND CORPORATISH$2.8M3.84%6,390
7GOOGALPHABET INCSH$2.2M3.06%6,310
8AGGISHARES TRSH$2.0M2.78%20,436
9NVDANVIDIA CORPORATIONSH$2.0M2.77%10,100
10FDLFIRST TR EXCHANGE-TRADED FDSH$1.9M2.66%39,848

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

Frequently Asked Questions

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

IFS Group,LLC reported 87 positions worth $72.8M in its Q2 2026 13F filing. Largest positions: FVD (5.4%), RDVY (5.3%), FTC (4.4%), FTCS (4.2%) and PULS (4.2%).

What did IFS Group,LLC buy in Q2 2026?

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

What did IFS Group,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.