Top 50 If Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | Vanguard Index Funds | 12.01% | 53.1K | $18.3M | +8.24%(+4.04K) | $311.77(+14.94%) | 2026-06-30 | |
| VEA | Vanguard Index Funds | 10.69% | 228.2K | $16.3M | +2.48%(+5.52K) | $61.57(+19.44%) | 2026-06-30 | |
| VO | Vanguard Index Funds | 7.64% | 144.2K | $11.6M | +2.35%(+3.30K) | $72.98(+15.43%) | 2026-06-30 | |
| VWO | Vanguard Index Funds | 5.42% | 138.2K | $8.3M | +6.10%(+7.94K) | $54.09(+11.56%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Del | 3.87% | 11.8K | $5.9M | +1.74%(+201) | $493.79(+2.66%) | 2026-06-30 | |
| VTV | Vanguard Index Funds | 3.84% | 26.8K | $5.8M | -0.09%(-24) | $188.74(+20.30%) | 2026-06-30 | |
| BND | Vanguard Bond Index Funds | 3.63% | 75.2K | $5.5M | +5.26%(+3.76K) | $74.17(-2.28%) | 2026-06-30 | |
| EFV | iShares Trust | 3.55% | 70.5K | $5.4M | +11.67%(+7.37K) | $70.15(+16.76%) | 2026-06-30 | |
| VB | Vanguard Index Funds | 3.52% | 17.7K | $5.4M | +0.94%(+165) | $256.37(+20.35%) | 2026-06-30 | |
| VTI | Vanguard Index Funds | 3.2% | 13.2K | $4.9M | +0.17%(+22) | $328.46(+17.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +8.26% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +7.92% |
If Advisors LLC reports $152.12M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are VV (12.0%), VEA (10.7%) and VO (7.6%). The top 20 holdings account for 80.3% of reported assets. Its disclosed equity book has returned +8.26% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from If Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109472). View If Advisors LLCโs 13F filings on SEC