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Manager Profile

IFS Advisors, LLC

Diversified · Financial Services 93%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$208.8M

Latest reported 13F value

Holdings

220

Distinct positions in last filing

Top Position

ISHARES CORE S&P 500 ETF

Latest disclosed holding

Top 4

464287200 46435GAA0 46434V621 46436E718 808524300

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
92.7%
Technology
0.6%
Healthcare
0.3%
Utilities
0.2%
Consumer Cyclical
0.2%
Industrials
0.2%
Consumer Defensive
0.1%
Energy
0.1%
Communication Services
0.1%
Real Estate
0%
Basic Materials
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES CORE S&P 500 ETF

Shares: 45.6K

34.1M

Position Value
2
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

Shares: 974K

23.6M

Position Value
3
ISHARES CORE DIVIDEND GROWTH ETF

Shares: 240K

18.2M

Position Value
4
ISHARES 0-3 MONTH TREASURY BOND ETF

Shares: 176K

17.7M

Position Value
5
SCHWAB U.S. LARGE-CAP GROWTH ETF

Shares: 501.3K

17M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID