INTERACTIVE FINANCIAL ADVISORS, INC.

CIK 0001419099 · NEW LENOX, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

INTERACTIVE FINANCIAL ADVISORS, INC. reported 74 positions worth $164.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (13.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.1M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.7%
Est. Net Flow (Q)
2026 Q2
10 / 74 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$21.8M13.29%29,754
2VEAVANGUARD TAX-MANAGED FDSSH$11.9M7.24%171,709
3AGGISHARES TRSH$10.2M6.22%103,176
4RAVIFLEXSHARES TRSH$10.0M6.09%132,435
5QQQINVESCO QQQ TRSH$9.1M5.55%12,656
6QUALISHARES TRSH$7.6M4.66%35,355
7TLTISHARES TRSH$6.8M4.17%79,099
8VIGVANGUARD SPECIALIZED FUNDSSH$5.8M3.51%24,707
9SLYGSPDR SERIES TRUSTSH$5.8M3.51%49,303
10SLYVSPDR SERIES TRUSTSH$5.6M3.43%52,529

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

Frequently Asked Questions

What stocks does INTERACTIVE FINANCIAL ADVISORS, INC. hold as of Q2 2026?

INTERACTIVE FINANCIAL ADVISORS, INC. reported 74 positions worth $164.1M in its Q2 2026 13F filing. Largest positions: IVV (13.3%), VEA (7.2%), AGG (6.2%), RAVI (6.1%) and QQQ (5.5%).

What did INTERACTIVE FINANCIAL ADVISORS, INC. buy in Q2 2026?

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

What did INTERACTIVE FINANCIAL ADVISORS, INC. 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.