Top Institutional Investors

IFS Advisors, LLC — 13F Holdings & Portfolio

CIK 1765617 · latest 13F-HR filed 2026-08-11

Backtest portfolio

IFS Advisors, LLC manages $208.8M in 13F-reported U.S. long-equity assets across 220 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (16.35%), IBDR (11.30%), DGRO (8.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 8, added to 111, and trimmed 47.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7101 COLLEGE BLVD
SUITE 740
OVERLAND PARK, KS 66210
Phone
(913) 402-2020
Filing Manager
IFS Advisors, LLC
OVERLAND PARK, KS
Signatory
LARRY BROXTERMAN
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$208.8M

Long-equity book

Holdings

220

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+11 / −8 / ↑111 / ↓47

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES CORE S&P 500 ETF$3.8M +12.6%
  • SCHWAB U.S. LARGE-CAP GROWTH ETF$2.4M +16.5%
  • ISHARES CORE S&P MID-CAP ETF$1.4M +12.9%
  • ISHARES CORE DIVIDEND GROWTH ETF$1.3M +7.5%
  • ISHARES CORE S&P SMALL CAP ETF$1.1M +14.4%
Show all 111 →

Top Trims

  • WISDOMTREE FLOATING RATE TREASURY FUND-$106.2K -5.5%
  • CHEVRON CORPORATION COM-$23.1K -19.9%
  • INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF-$17.3K -14.0%
  • AMAZON COM INC COM-$15.1K -14.1%
  • META PLATFORMS INC CL A-$11.2K -15.7%
Show all 47 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$106.8K
  • SPACE EXPLORATION TECHN CORP CLASS A COM STK$94.0K
  • ELI LILLY & CO COM$12.0K
  • IONQ INC COM$5.3K
  • RITHM CAPITAL CORP COM NEW$3.5K
Show all 11 →

Exited Positions

  • EXXON MOBIL CORP COM$132.5K
  • PROSHARES SHORT VIX SHORT-TERM FUTURES ETF$31.6K
  • INTEL CORP COM$10.4K
  • UNION PAC CORP COM$5.1K
  • CANADIAN PACIFIC KANSAS CITY COM$3.9K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 ETF IVV 464287200 $34.1M 16.35% 45,588 SH
2 ISHARES IBONDS DEC 2026 TERM CORPORATE ETF IBDR 46435GAA0 $23.6M 11.30% 973,964 SH
3 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $18.2M 8.71% 240,027 SH
4 ISHARES 0-3 MONTH TREASURY BOND ETF SGOV 46436E718 $17.7M 8.49% 176,007 SH
5 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $17.0M 8.12% 501,330 SH
6 INVESCO BULLETSHARES 2026 CORPORATE BOND ETF BSCQ 46138J791 $15.0M 7.17% 766,729 SH
7 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $14.6M 6.97% 150,786 SH
8 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $12.4M 5.96% 161,401 SH
9 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $9.6M 4.57% 189,548 SH
10 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $9.0M 4.31% 60,687 SH
11 VANGUARD MORNINGSTAR MID-CAP ETF VO 922908629 $8.1M 3.89% 100,813 SH
12 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $5.9M 2.80% 79,703 SH
13 SCHWAB U.S. SMALL-CAP ETF SCHA 808524607 $5.5M 2.63% 152,032 SH
14 ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 $4.6M 2.22% 46,847 SH
15 ISHARES TREASURY FLOATING RATE BOND ETF TFLO 46434V860 $2.6M 1.25% 51,368 SH
16 WISDOMTREE FLOATING RATE TREASURY FUND USFR 97717Y527 $1.8M 0.88% 36,381 SH
17 ISHARES RUSSELL 1000 ETF IWB 464287622 $860.8K 0.41% 2,102 SH
18 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $607.0K 0.29% 1,213 SH
19 APPLE INC COM AAPL 037833100 $514.1K 0.25% 1,776 SH
20 WISDOMTREE U.S. LARGECAP FUND EPS 97717W588 $372.8K 0.18% 4,793 SH
21 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $368.2K 0.18% 2,965 SH
22 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $317.4K 0.15% 431 SH
23 CARDINAL HEALTH INC COM CAH 14149Y108 $304.1K 0.15% 1,280 SH
24 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 78467X109 $256.5K 0.12% 491 SH
25 JPMORGAN CHASE & CO COM JPM 46625H100 $237.5K 0.11% 725 SH
26 TESLA INC COM TSLA 88160R101 $228.0K 0.11% 542 SH
27 NVIDIA CORPORATION COM NVDA 67066G104 $195.7K 0.09% 978 SH
28 VISA INC COM CL A V 92826C839 $193.3K 0.09% 563 SH
29 DEERE & CO COM DE 244199105 $181.6K 0.09% 286 SH
30 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $154.7K 0.07% 691 SH
31 NEXTERA ENERGY INC COM NEE 65339F101 $151.4K 0.07% 1,725 SH
32 ALLIANT ENERGY CORP COM LNT 018802108 $118.5K 0.06% 1,553 SH
33 XCEL ENERGY INC COM XEL 98389B100 $116.4K 0.06% 1,450 SH
34 CROWDSTRIKE HLDGS INC CL A CRWD 22788C105 $113.7K 0.05% 149 SH
35 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $106.8K 0.05% 781 SH
36 INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF XUSP 45783Y699 $106.6K 0.05% 2,025 SH
37 ADVANCED MICRO DEVICES INC COM AMD 007903107 $104.6K 0.05% 180 SH
38 AMERICAN ELEC PWR CO INC COM AEP 025537101 $103.8K 0.05% 759 SH
39 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF SPHD 46138E362 $99.2K 0.05% 1,952 SH
40 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX 84615Q103 $94.0K 0.05% 550 SH
41 CHEVRON CORPORATION COM CVX 166764100 $93.2K 0.04% 562 SH
42 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $92.8K 0.04% 383 SH
43 VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $92.6K 0.04% 774 SH
44 AMAZON COM INC COM AMZN 023135106 $92.0K 0.04% 386 SH
45 VANGUARD S&P 500 ETF VOO 922908363 $89.3K 0.04% 130 SH
46 ALTRIA GROUP INC COM MO 02209S103 $89.2K 0.04% 1,240 SH
47 TEXAS PACIFIC LAND CORPORATION COM TPL 88262P102 $86.7K 0.04% 198 SH
48 PHILIP MORRIS INTL INC COM PM 718172109 $79.1K 0.04% 437 SH
49 MERCK & CO INC COM MRK 58933Y105 $76.7K 0.04% 597 SH
50 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF PDBC 46090F100 $74.6K 0.04% 4,700 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $208.8M 220 0001765617-26-000005
2026-03-31 2026-04-06 $194.0M 217 0001765617-26-000004
2025-12-31 2026-01-09 $192.5M 193 0001765617-26-000002