StockDriftsStockDriftsTop 50 IFS Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 16.35% | 45.6K | $34.1M | -1.80%(-834) | $425.98(+82.86%) | 2026-06-30 | |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 11.3% | 974.0K | $23.6M | +0.64%(+6.16K) | $24.27(-0.28%) | 2026-06-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 8.71% | 240.0K | $18.2M | -0.46%(-1.10K) | $50.94(+56.23%) | 2026-06-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 8.49% | 176.0K | $17.7M | -0.65%(-1.16K) | $100.54(+0.03%) | 2026-06-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 8.12% | 501.3K | $17.0M | +0.25%(+1.25K) | $28.16(+26.51%) | 2026-06-30 | |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 7.17% | 766.7K | $15.0M | +0.99%(+7.55K) | $19.56(+0.01%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6.97% | 150.8K | $14.6M | -1.82%(-2.79K) | $80.14(+26.43%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.96% | 161.4K | $12.4M | -1.13%(-1.84K) | $54.23(+44.85%) | 2026-06-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 4.57% | 189.5K | $9.6M | +2.16%(+4.01K) | $43.74(+19.33%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4.31% | 60.7K | $9.0M | -4.08%(-2.58K) | $100.49(+49.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.28% | +8.44% | +49.92% |
| Top 20 Holdings Unweighted | +13.71% | +47.04% | +6.14% | +34.72% |
IFS Advisors, LLC reports $208.80M in US-listed equity holdings across 220 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.4%), IBDR (11.3%) and DGRO (8.7%). The top 20 holdings account for 96.75% of reported assets. Its disclosed equity book has returned +49.28% on a three-year cumulative basis. 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 IFS Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765617). View IFS Advisors, LLC’s 13F filings on SEC