IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

IFS Advisors, LLC

Q1 2026 Holdings

Filed 2026-04-06 | 217 holdings | $194.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core S&P 500 ETF(IVV)ETF464287200$30.3M46,42215.6%
Ishares Ibonds DEC 2026 Term Corporate ETF(IBDR)ETF46435GAA0$23.5M967,80212.1%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$17.8M177,1679.2%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$16.9M241,1308.7%
Invesco Bulletshares 2026 Corporate Bond ETF(BSCQ)ETF46138J791$14.8M759,1787.6%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$14.6M500,0817.5%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$13.9M153,5787.2%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$11.0M163,2425.7%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$8.5M185,5424.4%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$7.9M63,2664.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$7.2M24,9453.7%
Vanguard Total Bond Market ETF(BND)ETF921937835$5.8M78,3033.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$4.7M46,8432.4%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$4.4M150,0022.2%
Ishares Treasury Floating Rate Bond ETF(TFLO)ETF46434V860$2.7M53,2251.4%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$1.9M38,4971.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$754.1K2,1150.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$581.3K1,2130.3%
Apple Inc COM(AAPL)Stock037833100$461.0K1,8160.2%
Wisdomtree U.S. Largecap Fund(EPS)ETF97717W588$331.9K4,8730.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$327.0K7670.2%
Cardinal Health Inc COM(CAH)Stock14149Y108$270.5K1,2800.1%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$248.8K4310.1%
State Street Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$227.4K4910.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$213.4K7250.1%
Tesla Inc COM(TSLA)Stock88160R101$201.5K5420.1%
Nvidia Corporation COM(NVDA)Stock67066G104$184.5K1,0580.1%
Visa Inc COM CL A(V)Stock92826C839$184.2K6090.1%
Deere & Co COM(DE)Stock244199105$161.3K2860.1%
Nextera Energy Inc COM(NEE)Stock65339F101$160.2K1,7250.1%
Automatic Data Processing Inc COM(ADP)Stock053015103$140.4K6910.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$132.5K7810.1%
Innovator Uncapped Accelerated U.S. Equity ETF(XUSP)ETF45783Y699$123.9K2,8070.1%
Chevron Corporation COM(CVX)Stock166764100$116.3K5620.1%
Xcel Energy Inc COM(XEL)Stock98389B100$115.2K1,4500.1%
Alliant Energy Corp COM(LNT)Stock018802108$111.4K1,5530.1%
Amazon COM Inc COM(AMZN)Stock023135106$107.1K5140.1%
Invesco S&P 500 High Dividend LOW Volatility ETF(SPHD)ETF46138E362$102.8K2,0720.1%
American Elec PWR Co Inc COM(AEP)Stock025537101$99.5K7590.1%
Texas Pacific Land Corporation COM(TPL)Stock88262P102$94.0K1980.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$81.8K3830.0%
Altria Group Inc COM(MO)Stock02209S103$81.8K1,2400.0%
Invesco Optimum Yield Diversified Commodity Strategy NO K-1 ETF(PDBC)ETF46090F100$81.4K4,7000.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$78.9K1320.0%
Philip Morris Intl Inc COM(PM)Stock718172109$72.3K4370.0%
Merck & Co Inc COM(MRK)Stock58933Y105$71.8K5970.0%
Meta Platforms Inc CL A(META)Stock30303M102$71.5K1250.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$67.6K960.0%
Procter & Gamble Co COM(PG)Stock742718109$67.3K4650.0%
Verizon Communications Inc COM(VZ)Stock92343V104$61.6K1,2270.0%
Page 1 of 5Next