Investor
IFS Advisors, LLC
CIK 0001765617 · filed 2026-04-06 · SEC filing
13F book
$194M
Positions
217
27 new · 3 sold
Largest name
15.6%
Ishares Tr
Est. mark
−$2.29M
Price effect on 189 names still held. Flow $3.86M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 46.4K | $30.3M | 15.6% | −$1.47M | Cut−$1.76M |
| Ishares Tr | — | 967.8K | $23.5M | 12.1% | $9.37K | Added$777.1K |
| Ishares 0-3 Month | — | 177.2K | $17.8M | 9.2% | $49.1K | Added$253.3K |
| Ishares Tr | — | 241.1K | $16.9M | 8.7% | $180.3K | Added$456.9K |
| Invesco Exch Trd Slf Idx Fd | — | 759.2K | $14.8M | 7.6% | −$33.8K | Added$143.7K |
| Schwab Strategic Tr | — | 500.1K | $14.6M | 7.5% | −$1.68M | Added−$1.11M |
| Ishares Tr | — | 153.6K | $13.9M | 7.2% | $164.3K | Cut−$109.4K |
| Ishares Tr | — | 163.2K | $11M | 5.7% | $249.7K | Cut$202.7K |
| Spdr Index Shs Fds | — | 185.5K | $8.47M | 4.4% | $219.2K | Added$620.4K |
| Ishares Tr | — | 63.3K | $7.86M | 4.1% | $261.4K | Cut$126.2K |
| Vanguard Index Fds | — | 24.9K | $7.16M | 3.7% | −$72.4K | Added$252.1K |
| Vanguard Bd Index Fds | — | 78.3K | $5.77M | 3.0% | −$32.9K | Added$102.4K |
| Ishares Tr | — | 46.8K | $4.65M | 2.4% | −$28.6K | Cut−$114.4K |
| Schwab Strategic Tr | — | 150K | $4.36M | 2.2% | $86.4K | Added$260.6K |
| Ishares Tr | — | 53.2K | $2.69M | 1.4% | $9.04K | Added$10.6K |
| Wisdomtree Tr | — | 38.5K | $1.94M | 1.0% | $670 | Added$251.9K |
| Ishares Tr | — | 2.12K | $754.1K | 0.4% | −$35.7K | Cut−$45.4K |
| Berkshire Hathaway Inc Del | — | 1.21K | $581.3K | 0.3% | −$28.4K | Held |
| Apple Inc. | AAPL | 1.82K | $461K | 0.2% | −$31.9K | Added−$20K |
| Wisdomtree Tr | — | 4.87K | $331.9K | 0.2% | −$13.4K | Held |
| Ishares Tr | — | 767 | $327K | 0.2% | −$34.8K | Added−$24.1K |
| Cardinal Health Inc | CAH | 1.28K | $270.5K | 0.1% | $7.44K | Held |
| Invesco Qqq Tr | — | 431 | $248.8K | 0.1% | −$16K | Held |
| Spdr Dow Jones Indl Average | — | 491 | $227.4K | 0.1% | −$8.53K | Held |
| Jpmorgan Chase & Co. | — | 725 | $213.4K | 0.1% | −$421 | Added$209.7K |
| Tesla, Inc. | TSLA | 542 | $201.5K | 0.1% | −$42.3K | Held |
| Nvidia Corp | NVDA | 1.06K | $184.5K | 0.1% | −$11.8K | Added$2.12K |
| Visa Inc. | V | 609 | $184.2K | 0.1% | −$27.3K | Added−$13.4K |
| Deere & Co | DE | 286 | $161.3K | 0.1% | $28K | Held |
| Nextera Energy Inc | — | 1.73K | $160.2K | 0.1% | — | New |
| Automatic Data Processing In | — | 691 | $140.4K | 0.1% | −$37.3K | Cut−$88.8K |
| Exxon Mobil Corp | — | 781 | $132.5K | 0.1% | $10.4K | Added$107.1K |
| Innovator Etfs Trust | — | 2.81K | $123.9K | 0.1% | −$7.63K | Added$15.6K |
| Chevron Corp New | CVX | 562 | $116.3K | 0.1% | $11.8K | Added$83.2K |
| Xcel Energy Inc | — | 1.45K | $115.2K | 0.1% | $5.26K | Added$45.6K |
| Alliant Energy Corp | LNT | 1.55K | $111.4K | 0.1% | — | New |
| Amazon Com Inc | AMZN | 514 | $107K | 0.1% | −$9.58K | Added$8.95K |
| Invesco Exch Traded Fd Tr Ii | — | 2.07K | $102.8K | 0.1% | $3.33K | Held |
| American Elec Pwr Co Inc | — | 759 | $99.5K | 0.1% | $9K | Added$33.6K |
| Texas Pacific Land Corporati | — | 198 | $94K | 0.0% | $37.1K | Held |
| Ishares Tr | — | 383 | $81.8K | 0.0% | $1.28K | Held |
| Altria Group, Inc. | MO | 1.24K | $81.8K | 0.0% | $1.89K | Added$68.7K |
| Invesco Actvely Mngd Etc Fd | — | 4.7K | $81.4K | 0.0% | $19.1K | Held |
| Vanguard Index Fds | — | 132 | $78.9K | 0.0% | −$3.91K | Held |
| Philip Morris Intl Inc | — | 437 | $72.3K | 0.0% | — | New |
| Merck & Co., Inc. | MRK | 597 | $71.8K | 0.0% | $8.97K | Held |
| Meta Platforms, Inc. | META | 125 | $71.5K | 0.0% | −$9.41K | Added$887 |
| Vanguard World Fd | — | 96 | $67.6K | 0.0% | −$5.43K | Held |
| Procter And Gamble Co | PG | 465 | $67.3K | 0.0% | $527 | Held |
| Verizon Communications Inc | VZ | 1.23K | $61.6K | 0.0% | $11.6K | Held |
| Crowdstrike Hldgs Inc | — | 149 | $58.2K | 0.0% | −$11.7K | Held |
| Pfizer Inc | PFE | 1.82K | $51.1K | 0.0% | $5.79K | Held |
| Ishares Tr | — | 1K | $51K | 0.0% | $90 | Held |
| Ishares Tr | — | 600 | $49.5K | 0.0% | −$150 | Held |
| Alphabet Inc | — | 169 | $48.5K | 0.0% | −$4.45K | Added−$3.3K |
| International Business Machs | — | 197 | $47.8K | 0.0% | −$10.6K | Held |
| Vanguard Tax-Managed Fds | — | 725 | $46.5K | 0.0% | $1.17K | Held |
| Ingredion Inc | INGR | 398 | $44.8K | 0.0% | — | New |
| Ford Mtr Co | — | 3.79K | $43.8K | 0.0% | −$6K | Held |
| AbbVie Inc. | ABBV | 200 | $43.5K | 0.0% | −$2.2K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 1.09K | $42.1K | 0.0% | −$8.7K | Added$3.59K |
| Caterpillar Inc | CAT | 53 | $38K | 0.0% | $7.27K | Held |
| Consolidated Edison Inc | ED | 332 | $37.6K | 0.0% | — | New |
| Schwab Strategic Tr | — | 1.22K | $37.4K | 0.0% | $3.96K | Held |
| Advanced Micro Devices Inc | AMD | 180 | $36.6K | 0.0% | −$1.93K | Held |
| Bristol-Myers Squibb Co | — | 579 | $35.1K | 0.0% | — | New |
| Southern Co | — | 348 | $33.6K | 0.0% | — | New |
| Capitol Fed Finl Inc | — | 4.44K | $31.7K | 0.0% | $1.42K | Held |
| Proshares Tr Ii | — | 689 | $31.6K | 0.0% | −$2.86K | Added$15K |
| Broadcom Inc. | AVGO | 100 | $31K | 0.0% | −$3.66K | Held |
| Central Bancompany, Inc. | CBC | 1.14K | $27.2K | 0.0% | — | New |
| Archer-Daniels-Midland Co | ADM | 368 | $26.7K | 0.0% | $2.66K | Added$16.7K |
| Public Svc Enterprise Grp In | — | 328 | $26.6K | 0.0% | — | New |
| United Parcel Service Inc | UPS | 266 | $26.2K | 0.0% | −$99 | Added$14K |
| Ishares Tr | — | 105 | $26K | 0.0% | $194 | Held |
| Edison Intl | — | 352 | $25.8K | 0.0% | — | New |
| At&T Inc | — | 864 | $25.1K | 0.0% | $3.6K | Held |
| Brookfield Infrast Partners | — | 675 | $24.4K | 0.0% | $932 | Held |
| Dow Inc. | DOW | 579 | $24.1K | 0.0% | $3.42K | Added$19.7K |
| Netflix Inc | NFLX | 250 | $24K | 0.0% | $239 | Added$14.7K |
| United Sts Oil Fd Lp | — | 186 | $23.7K | 0.0% | $10.8K | Held |
| Mondelez Intl Inc | — | 410 | $23.6K | 0.0% | — | New |
| 3M CO | MMM | 158 | $22.9K | 0.0% | −$2.35K | Held |
| Microsoft Corp | MSFT | 57 | $21.1K | 0.0% | −$6.81K | Added−$6.44K |
| Ishares Inc | — | 300 | $20.9K | 0.0% | $521 | Added$7.08K |
| Costco Whsl Corp New | — | 21 | $20.9K | 0.0% | $2.55K | Added$4.54K |
| United Sts Nat Gas Fd Lp | — | 1.77K | $20.8K | 0.0% | −$941 | Held |
| Home Depot, Inc. | HD | 63 | $20.7K | 0.0% | −$958 | Held |
| Duke Energy Corp New | — | 154 | $20.2K | 0.0% | — | New |
| Travelers Companies, Inc. | TRV | 69 | $20.1K | 0.0% | $111 | Held |
| Disney Walt Co | — | 202 | $19.5K | 0.0% | −$1.77K | Added$7.86K |
| Bunge Global Sa | BG | 150 | $19.1K | 0.0% | — | New |
| Csx Corp | CSX | 461 | $18.9K | 0.0% | $2.22K | Held |
| Johnson & Johnson | JNJ | 72 | $17.6K | 0.0% | $2.7K | Held |
| Tanger Inc. | SKT | 500 | $17K | 0.0% | $305 | Held |
| Centerpoint Energy Inc | CNP | 387 | $16.7K | 0.0% | — | New |
| Ge Aerospace | — | 58 | $16.5K | 0.0% | — | New |
| Dte Energy Co | — | 105 | $15.4K | 0.0% | — | New |
| Unilever Plc | — | 266 | $15.2K | 0.0% | — | New |
| Unitedhealth Group Inc | UNH | 55 | $15.1K | 0.0% | −$3.31K | Held |
| Chipotle Mexican Grill Inc | CMG | 452 | $14.5K | 0.0% | −$2.26K | Held |
| Ark Etf Tr | — | 213 | $14.4K | 0.0% | −$1.99K | Held |
| Palo Alto Networks Inc | PANW | 89 | $14.3K | 0.0% | — | New |
| Oneok Inc /New/ | OKE | 155 | $14K | 0.0% | $2.62K | Held |
| Constellation Energy Corp | CEG | 50 | $14K | 0.0% | — | New |
| Heico Corp New | — | 50 | $13.7K | 0.0% | −$2.47K | Held |
| Sempra | — | 140 | $13.6K | 0.0% | — | New |
| Bank America Corp | — | 272 | $13.3K | 0.0% | −$1.6K | Added−$477 |
| Trimble Inc. | TRMB | 200 | $13K | 0.0% | −$2.62K | Held |
| Cheniere Energy, Inc. | LNG | 44 | $12.5K | 0.0% | $3.93K | Held |
| Oreilly Automotive Inc | — | 135 | $12.5K | 0.0% | $148 | Held |
| Uber Technologies, Inc | UBER | 173 | $12.4K | 0.0% | −$1.27K | Added$1.82K |
| Dell Technologies Inc. | DELL | 75 | $12.3K | 0.0% | $2.87K | Held |
| GE Vernova Inc. | GEV | 14 | $12.2K | 0.0% | — | New |
| Sony Group Corp | — | 590 | $12.2K | 0.0% | −$2.89K | Held |
| NIKE, Inc. | NKE | 230 | $12.1K | 0.0% | −$2.5K | Held |
| Hershey Co | HSY | 57 | $11.8K | 0.0% | $1.48K | Held |
| LG Display Co., Ltd. | LPL | 3.04K | $11.8K | 0.0% | −$1K | Held |
| Coca Cola Co | KO | 148 | $11.3K | 0.0% | $909 | Held |
| Southwest Airls Co | — | 296 | $11.1K | 0.0% | −$1.11K | Held |
| Kkr & Co Inc | — | 119 | $11K | 0.0% | −$4.16K | Held |
| Ppl Corp | — | 288 | $11K | 0.0% | $916 | Held |
| Intel Corp | INTC | 235 | $10.4K | 0.0% | $1.7K | Held |
| Starbucks Corp | SBUX | 112 | $10K | 0.0% | $603 | Held |
| Realty Income Corp | O | 159 | $9.73K | 0.0% | $765 | Held |
| Kinetik Holdings Inc. | KNTK | 200 | $9.68K | 0.0% | $2.47K | Held |
| Symbotic Inc. | SYM | 182 | $9.68K | 0.0% | −$1.15K | Held |
| Park Hotels & Resorts Inc. | PK | 893 | $9.4K | 0.0% | $63 | Held |
| Wells Fargo Co New | — | 118 | $9.39K | 0.0% | −$1.6K | Held |
| Gladstone Ld Corp | — | 876 | $8.94K | 0.0% | $920 | Held |
| Snowflake Inc. | SNOW | 58 | $8.75K | 0.0% | −$3.97K | Held |
| Spire Inc | — | 94 | $8.51K | 0.0% | — | New |
| Intuitive Surgical Inc | ISRG | 18 | $8.3K | 0.0% | −$1.9K | Held |
| Lockheed Martin Corp | LMT | 13 | $7.86K | 0.0% | $1.57K | Held |
| Us Bancorp Del | — | 135 | $7.02K | 0.0% | −$182 | Held |
| United Sts Commodity Index F | — | 200 | $6.89K | 0.0% | −$106 | Held |
| Spdr Gold Tr | — | 16 | $6.88K | 0.0% | $544 | Held |
| Kurv Etf Tr | — | 200 | $6.51K | 0.0% | $410 | Held |
| DT Midstream, Inc. | DTM | 48 | $6.46K | 0.0% | — | New |
| RTX Corp | RTX | 32 | $6.17K | 0.0% | $304 | Held |
| American Express Co | AXP | 20 | $6.05K | 0.0% | −$1.35K | Held |
| Coinbase Global, Inc. | COIN | 33 | $5.76K | 0.0% | −$1.7K | Held |
| Warner Bros. Discovery, Inc. | WBD | 205 | $5.63K | 0.0% | −$279 | Held |
| Torm Plc | TRMD | 200 | $5.58K | 0.0% | $1.66K | Held |
| T-Mobile Us Inc | — | 26 | $5.46K | 0.0% | $181 | Held |
| National Storage Affiliates | — | 142 | $5.36K | 0.0% | $1.35K | Held |
| Asml Holding N V | — | 4 | $5.28K | 0.0% | $1K | Held |
| Union Pac Corp | — | 21 | $5.09K | 0.0% | $238 | Held |
| Global Net Lease Inc | — | 534 | $5K | 0.0% | $406 | Held |
| Neos Etf Trust | — | 100 | $4.97K | 0.0% | −$417 | Held |
| First Tr Exchange Traded Fd | — | 29 | $4.74K | 0.0% | $306 | Held |
| Starwood Ppty Tr Inc | — | 275 | $4.74K | 0.0% | — | New |
| Evergy, Inc. | EVRG | 57 | $4.67K | 0.0% | $538 | Held |
| Capital One Finl Corp | — | 25 | $4.56K | 0.0% | −$1.5K | Held |
| Anheuser Busch Inbev Sa/Nv | — | 61 | $4.23K | 0.0% | $325 | Held |
| Boeing Co | — | 21 | $4.18K | 0.0% | −$380 | Held |
| Corning Inc | — | 30 | $4.08K | 0.0% | $1.45K | Held |
| Canadian Pacific Kansas City | — | 50 | $3.93K | 0.0% | $252 | Held |
| Ally Finl Inc | — | 100 | $3.92K | 0.0% | −$606 | Held |
| Walmart Inc. | WMT | 30 | $3.73K | 0.0% | $386 | Held |
| Cloudflare, Inc. | NET | 17 | $3.51K | 0.0% | $156 | Held |
| Gilead Sciences, Inc. | GILD | 24 | $3.43K | 0.0% | $428 | Held |
| Wp Carey Inc | — | 48 | $3.26K | 0.0% | $173 | Held |
| Shake Shack Inc. | SHAK | 35 | $3.1K | 0.0% | $256 | Held |
| Andersons, Inc. | ANDE | 42 | $3.01K | 0.0% | $781 | Held |
| ServiceTitan, Inc. | TTAN | 47 | $2.98K | 0.0% | −$2.02K | Held |
| Select Sector Spdr Tr | — | 60 | $2.96K | 0.0% | −$324 | Held |
| Dominos Pizza Inc | DPZ | 8 | $2.87K | 0.0% | −$464 | Held |
| Crispr Therapeutics Ag | CRSP | 59 | $2.81K | 0.0% | −$287 | Held |
| Compass Minerals Intl Inc | — | 120 | $2.8K | 0.0% | $446 | Held |
| Cisco Sys Inc | — | 36 | $2.8K | 0.0% | −$43 | Added$35 |
| Moderna, Inc. | MRNA | 55 | $2.79K | 0.0% | $1.17K | Held |
| Ubs Ag Etracs Silver Shares Covered Call Etns Due April 21, 2033 Etp 2022-2 | — | 30 | $2.67K | 0.0% | −$331 | Held |
| Solventum Corp | SOLV | 39 | $2.55K | 0.0% | −$544 | Held |
| Ultimus Managers Tr | — | 100 | $2.46K | 0.0% | — | New |
| Plains Gp Hldgs L P | — | 100 | $2.43K | 0.0% | $514 | Held |
| Target Corp | TGT | 20 | $2.42K | 0.0% | $469 | Held |
| Okta, Inc. | OKTA | 30 | $2.36K | 0.0% | −$233 | Held |
| Arm Holdings Plc | — | 15 | $2.27K | 0.0% | $630 | Held |
| Blue Owl Capital Corporation | — | 200 | $2.21K | 0.0% | −$274 | Held |
| Ennis, Inc. | EBF | 100 | $2.14K | 0.0% | $341 | Held |
| Rockwell Automation, Inc | ROK | 5 | $1.79K | 0.0% | — | New |
| Teradyne, Inc | TER | 6 | $1.78K | 0.0% | — | New |
| Metlife Inc | — | 25 | $1.77K | 0.0% | −$205 | Held |
| Dare Bioscience, Inc. | DARE | 950 | $1.73K | 0.0% | −$104 | Held |
| Escalade Inc | ESCA | 100 | $1.72K | 0.0% | $368 | Held |
| Block Inc | — | 25 | $1.5K | 0.0% | −$123 | Held |
| SentinelOne, Inc. | S | 100 | $1.29K | 0.0% | −$212 | Held |
| Msc Income Fund, Inc. | MSIF | 100 | $1.22K | 0.0% | −$96 | Held |
| Prudential Finl Inc | — | 12 | $1.17K | 0.0% | −$182 | Held |
| Saga Communications Inc | SGA | 100 | $1.17K | 0.0% | $26 | Held |
| Carlyle Group Inc | — | 23 | $1.15K | 0.0% | −$246 | Held |
| Paypal Hldgs Inc | — | 25 | $1.13K | 0.0% | −$329 | Held |
| Innovative Indl Pptys Inc | — | 20 | $1K | 0.0% | $56 | Held |
| Mp Materials Corp | — | 20 | $965 | 0.0% | −$45 | Held |
| Roblox Corp | RBLX | 16 | $904 | 0.0% | −$392 | Held |
| Brighthouse Finl Inc | — | 13 | $778 | 0.0% | −$64 | Held |
| Salesforce, Inc. | CRM | 4 | $746 | 0.0% | −$313 | Held |
| Viatris Inc | VTRS | 51 | $689 | 0.0% | $55 | Held |
| Mgm Resorts International | MGM | 18 | $666 | 0.0% | $10 | Held |
| Kyndryl Hldgs Inc | — | 42 | $551 | 0.0% | −$564 | Held |
| Advisorshares Tr | — | 155 | $550 | 0.0% | −$181 | Held |
| Ares Capital Corp | ARCC | 30 | $540 | 0.0% | −$66 | Held |
| C3.ai, Inc. | AI | 50 | $421 | 0.0% | −$253 | Held |
| Knightscope, Inc. | KSCP | 100 | $417 | 0.0% | $46 | Held |
| Clean Energy Fuels Corp. | CLNE | 160 | $396 | 0.0% | $60 | Held |
| Norwegian Cruise Line Hldg L | — | 19 | $355 | 0.0% | −$69 | Held |
| Organon & Co. | OGN | 58 | $347 | 0.0% | −$68 | Held |
| Krispy Kreme, Inc. | DNUT | 56 | $189 | 0.0% | −$36 | Held |
| Macys Inc | — | 10 | $180 | 0.0% | −$40 | Held |
| Lumen Technologies, Inc. | LUMN | 26 | $180 | 0.0% | −$22 | Held |
| SelectQuote, Inc. | SLQT | 185 | $116 | 0.0% | −$144 | Held |
| Purple Innovation, Inc. | PRPL | 140 | $92 | 0.0% | −$4 | Held |
| Virgin Galactic Holdings, Inc | SPCE | 22 | $53 | 0.0% | −$17 | Held |
| Net Lease Office Properties | NLOP | 3 | $34 | 0.0% | −$43 | Held |
| Orion Properties Inc. | ONL | 15 | $32 | 0.0% | −$1 | Held |
| Schwab Strategic Tr | — | 0 | $18 | 0.0% | — | Cut−$27 |
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.