Investor
IF Advisors, LLC
CIK 0002109472 · filed 2026-05-14 · SEC filing
13F book
$141.5M
Positions
53
13 new · 1 sold
Largest name
10.4%
Vanguard Index Fds
Est. mark
$105.2K
Price effect on 40 names still held. Flow $18.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 49.1K | $14.7M | 10.4% | −$783K | Cut−$2.09M |
| Vanguard Tax-Managed Fds | — | 222.6K | $14.3M | 10.1% | $315.3K | Added$2.03M |
| Vanguard Index Fds | — | 35.2K | $10.1M | 7.1% | −$97.2K | Added$829.2K |
| J P Morgan Exchange Traded F | — | 158K | $8.05M | 5.7% | $6.32K | Cut−$648.3K |
| Vanguard Intl Equity Index F | — | 130.3K | $7.04M | 5.0% | $35.8K | Added$403.7K |
| Berkshire Hathaway Inc Del | — | 11.6K | $5.55M | 3.9% | −$271.4K | Cut−$719.8K |
| Vanguard Index Fds | — | 26.9K | $5.27M | 3.7% | $139.8K | Added$142.8K |
| Vanguard Bd Index Fds | — | 71.5K | $5.26M | 3.7% | −$29.9K | Added$113.6K |
| Ishares Tr | — | 63.1K | $4.69M | 3.3% | $184K | Added$225.6K |
| Vanguard Index Fds | — | 17.5K | $4.59M | 3.2% | $68.8K | Added$119.1K |
| Ishares Tr | — | 42.5K | $4.53M | 3.2% | −$7.48K | Added$538K |
| Vanguard Wellington Fd | — | 44.5K | $4.5M | 3.2% | −$17.4K | Added$437.7K |
| Vanguard Index Fds | — | 13.1K | $4.21M | 3.0% | −$20.7K | Added$3.73M |
| Ishares Tr | — | 32K | $3.8M | 2.7% | −$22.6K | Added$207.8K |
| American Centy Etf Tr | — | 33.2K | $3.66M | 2.6% | $261.5K | Added$522.9K |
| Vanguard Index Fds | — | 41K | $3.64M | 2.6% | $8.61K | Cut−$80.2K |
| Schwab Strategic Tr | — | 125K | $3.2M | 2.3% | −$100.9K | Added$1.07M |
| Schwab Strategic Tr | — | 108.5K | $2.68M | 1.9% | $55.6K | Added$800.4K |
| Ishares Tr | — | 31.9K | $2.63M | 1.9% | −$7.46K | Added$158.8K |
| Schwab Strategic Tr | — | 83.1K | $2.42M | 1.7% | $49.9K | Cut$49.8K |
| Janus Detroit Str Tr | — | 46.9K | $2.36M | 1.7% | — | New |
| American Centy Etf Tr | — | 26.9K | $2.17M | 1.5% | $94K | Added$694.2K |
| Vanguard Index Fds | — | 9.52K | $2.07M | 1.5% | $50.8K | Added$95.8K |
| Exxon Mobil Corp | — | 11.4K | $1.94M | 1.4% | $564.2K | Added$564.7K |
| Schwab Strategic Tr | — | 50K | $1.55M | 1.1% | $27.9K | Added$606K |
| Ishares Tr | — | 6.1K | $1.51M | 1.1% | $11.2K | Added$12.5K |
| Dimensional Etf Trust | — | 34.5K | $1.34M | 0.9% | — | New |
| American Centy Etf Tr | — | 9.98K | $1.11M | 0.8% | — | New |
| Ishares Tr | — | 11.2K | $1.07M | 0.8% | −$7.21K | Added$107.4K |
| Tesla, Inc. | TSLA | 2.8K | $1.04M | 0.7% | −$218.2K | Cut−$966.1K |
| Schwab Strategic Tr | — | 30.3K | $929.7K | 0.7% | — | New |
| Dimensional Etf Trust | — | 25.7K | $913.1K | 0.6% | — | New |
| Vanguard Mun Bd Fds | — | 16K | $798.2K | 0.6% | −$6.4K | Held |
| Schwab Strategic Tr | — | 32.9K | $708K | 0.5% | $19.8K | Held |
| Schwab Strategic Tr | — | 20.9K | $660.4K | 0.5% | — | New |
| Schwab Strategic Tr | — | 19.4K | $639.3K | 0.5% | $3.88K | Cut$3.85K |
| Ishares Inc | — | 8.28K | $577.5K | 0.4% | $7.61K | Added$375.2K |
| Vanguard Index Fds | — | 965 | $576.6K | 0.4% | −$28.5K | Held |
| Dimensional Etf Trust | — | 13.5K | $467.3K | 0.3% | — | New |
| Nvidia Corp | NVDA | 2.48K | $432.8K | 0.3% | −$30K | Held |
| Pacer Fds Tr | — | 8.85K | $397.1K | 0.3% | — | New |
| Ishares Tr | — | 4.07K | $368K | 0.3% | — | New |
| Alphabet Inc | — | 1.27K | $365.7K | 0.3% | −$34.3K | Held |
| Spdr Series Trust | — | 3.82K | $361.6K | 0.3% | — | New |
| American Centy Etf Tr | — | 4.16K | $311.6K | 0.2% | — | New |
| Schwab Strategic Tr | — | 9.68K | $295.2K | 0.2% | — | New |
| St Stert Spdr Blmbg 1 3 Mn T Bl Etf | — | 3.15K | $288.7K | 0.2% | — | New |
| Vanguard Star Fds | — | 3.41K | $262.6K | 0.2% | $5.69K | Held |
| Wisdomtree Tr | — | 3.77K | $253.1K | 0.2% | $1.58K | Held |
| Hilltop Holdings Inc. | HTH | 6.8K | $243.6K | 0.2% | $12.8K | Held |
| Ishares Tr | — | 353 | $230.6K | 0.2% | −$11.2K | Held |
| Oklo Inc. | OKLO | 4.44K | $220.3K | 0.2% | −$98.5K | Cut−$173.8K |
| Commercial Metals Co | CMC | 3.54K | $217.2K | 0.2% | −$27.5K | Cut−$208.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.