IFS Advisors, LLC
•CIK: 1765617•Filing: Q4 2025
IFS Advisors, LLC manages $192M across a diversified portfolio of 193 positions. The strategy exhibits significant allocation to core market indices, notably IVV at $32.1M and BLK at $22.7M. Further diversification is evident with substantial holdings in fixed income (SGOV at $17.6M) and broad equity sectors like DGRO ($16.5M) and SCHG ($15.7M). This structure suggests a disciplined, multi-asset approach targeting established market leaders.
Total AUM
$192.5M
QoQ Performance
+12.6%
Positions
193
Top 10 Concentration
82.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IBDR
SGOV
DGRO
SCHG
BSCQ
IEFA
IJH
IVV16.7%
IBDR11.8%
SGOV9.1%
DGRO8.6%
SCHG8.1%
BSCQ7.6%
IEFA7.3%
IJH5.6%
📈 Biggest Buys
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+100.4%
11.8% of portfolio
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+212.0%
7.6% of portfolio
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
NEW
4.1% of portfolio
VO
VANGUARD MID-CAP ETF
+77.2%
3.6% of portfolio
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+21.8%
8.1% of portfolio
📉 Biggest Sells
Sector Breakdown
Other81.8%
ETF16.7%
Technology0.5%
Financial0.5%
Consumer0.2%
Industrial0.1%
Healthcare0.1%
Communication0.0%
Changes from Q3 2025
NEW18 new positions
↑23 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023