13F

Investor

IFS Group,LLC

CIK 0002087139 · filed 2026-05-18 · SEC filing

13F book

$112.3M

Positions

143

Largest name

4.8%

Pacer Fds Tr

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Pacer Fds Tr—133.5K$5.36M4.8%—Held
First Tr Exchange-Traded Fd—81.5K$3.83M3.4%—Held
First Tr Exchange-Traded Fd—34.8K$3.23M2.9%—Held
Texas Pacific Land Corporati—6.39K$3.03M2.7%—Held
Pgim Etf Tr—59.2K$2.93M2.6%—Held
First Tr Exchange Traded Fd—41.9K$2.86M2.5%—Held
Simplify Exchange Traded Fun—139.7K$2.84M2.5%—Held
Ishares Tr—28.1K$2.79M2.5%—Held
Ishares Tr—29.6K$2.68M2.4%—Held
Vanguard Scottsdale Fds—24.1K$2.26M2.0%—Held
First Tr Exchange-Traded Alp—14.4K$2.22M2.0%—Held
Ishares Tr—96.3K$2.21M2.0%—Held
Nvidia CorpNVDA11.8K$2.05M1.8%—Held
First Tr Exchange-Traded Fd—39.4K$2M1.8%—Held
Ishares Tr—20.7K$1.97M1.8%—Held
Ishares Tr—12.6K$1.96M1.7%—Held
Alphabet Inc—6.58K$1.89M1.7%—Held
Apple Inc.AAPL6.77K$1.72M1.5%—Held
Microsoft CorpMSFT4.49K$1.66M1.5%—Held
Ishares Inc—22.4K$1.56M1.4%—Held
Pacer Fds Tr—24.1K$1.51M1.3%—Held
Ishares Tr—14K$1.43M1.3%—Held
Ishares Tr—7.43K$1.43M1.3%—Held
Exxon Mobil Corp—8K$1.36M1.2%—Held
Cheniere Energy, Inc.LNG4.55K$1.29M1.1%—Held
Goldman Sachs Group Inc—1.47K$1.24M1.1%—Held
Pacer Fds Tr—26.7K$1.23M1.1%—Held
Invesco Exchange Traded Fd T—5.98K$1.15M1.0%—Held
First Tr Exchange-Traded Fd—8.54K$1.08M1.0%—Held
Vanguard Scottsdale Fds—9.66K$1.06M0.9%—Held
Spdr Series Trust—28.1K$942.2K0.8%—Held
Alphabet Inc—3.17K$910.4K0.8%—Held
Federated Hermes Etf Trust—29.2K$900.5K0.8%—Held
Ishares Tr—10.5K$867K0.8%—Held
John Hancock Exchange Traded—36.5K$823K0.7%—Held
Vanguard Malvern Fds—16.2K$809.5K0.7%—Held
Ishares Tr—6.5K$808.3K0.7%—Held
First Tr Exchng Traded Fd Vi—17.8K$777.4K0.7%—Held
Corning Inc—5.67K$771K0.7%—Held
Jpmorgan Chase & Co.—2.58K$760.1K0.7%—Held
Amazon Com IncAMZN3.6K$748.7K0.7%—Held
Boeing Co—3.76K$748.4K0.7%—Held
Newmont Corp—6.89K$745.8K0.7%—Held
Ishares Tr—10.3K$693.7K0.6%—Held
Pacer Fds Tr—12.8K$673.8K0.6%—Held
Ishares Tr—9.88K$662.3K0.6%—Held
Horizon Fds—12.4K$648K0.6%—Held
Cvs Health CorpCVS8.98K$645.1K0.6%—Held
Palantir Technologies Inc.PLTR4.37K$639.1K0.6%—Held
Vanguard Index Fds—1.97K$631K0.6%—Held
Vanguard Scottsdale Fds—7.54K$624.3K0.6%—Held
Iridium Communications Inc.IRDM22.1K$613.8K0.5%—Held
GE Vernova Inc.GEV683$596.2K0.5%—Held
Vodafone Group Plc New—39.1K$586.6K0.5%—Held
Pacer Fds Tr—8K$583.4K0.5%—Held
First Tr Exchange-Traded Alp—6.23K$575.6K0.5%—Held
Ppl Corp—14.9K$569.1K0.5%—Held
Ishares Tr—5.34K$567.4K0.5%—Held
Litman Gregory Fds Tr—18.2K$550.1K0.5%—Held
Ge Aerospace—1.92K$544.8K0.5%—Held
Occidental Pete Corp—8.22K$534.5K0.5%—Held
First Tr Exchange Traded Fd—8.71K$526.1K0.5%—Held
First Tr Exchange-Traded Fd—24K$517.1K0.5%—Held
Chevron Corp NewCVX2.45K$506.2K0.5%—Held
Ishares Tr—2.11K$505.9K0.5%—Held
First Tr Exchange Traded Fd—5.36K$501.6K0.4%—Held
Cameco CorpCCJ4.58K$497.4K0.4%—Held
Broadcom Inc.AVGO1.57K$486.2K0.4%—Held
Invesco Actvely Mngd Etc Fd—28K$485.3K0.4%—Held
Eli Lilly & CoLLY517$475.5K0.4%—Held
Totalenergies SeTTE5.21K$473.9K0.4%—Held
Advanced Micro Devices IncAMD2.31K$469.1K0.4%—Held
First Tr Exchange-Traded Fd—11.9K$468.1K0.4%—Held
Weyerhaeuser Co Mtn BeWY18.7K$456.2K0.4%—Held
UiPath, Inc.PATH40.3K$447.5K0.4%—Held
Alibaba Group Hldg Ltd—3.52K$442.2K0.4%—Held
Spotify Technology S.A.SPOT890$431.6K0.4%—Held
Spdr Series Trust—4.43K$427.9K0.4%—Held
First Tr Exch Traded Fd Iii—24K$426.6K0.4%—Held
First Tr Exchange-Traded Fd—8.49K$413.7K0.4%—Held
First Tr Exchange-Traded Alp—3.39K$413.7K0.4%—Held
Vanguard Mun Bd Fds—8.07K$402.7K0.4%—Held
Spdr Series Trust—4.03K$394.8K0.4%—Held
Spdr Series Trust—4.17K$394.5K0.4%—Held
Ishares Silver Tr—5.78K$393.5K0.4%—Held
American Centy Etf Tr—3.51K$387.4K0.3%—Held
Okta, Inc.OKTA4.76K$375.1K0.3%—Held
Enbridge Inc—6.76K$365.9K0.3%—Held
AbbVie Inc.ABBV1.65K$358.2K0.3%—Held
Pfizer IncPFE12.7K$356.4K0.3%—Held
Verizon Communications IncVZ6.98K$350.4K0.3%—Held
J P Morgan Exchange Traded F—5.55K$340.4K0.3%—Held
Paypal Hldgs Inc—7.43K$336K0.3%—Held
Truist Finl Corp—7K$322K0.3%—Held
Sanofi Sa—6.67K$321.5K0.3%—Held
Ishares Tr—5.96K$321.4K0.3%—Held
Procter And Gamble CoPG2.22K$320.1K0.3%—Held
Deere & CoDE560$315.4K0.3%—Held
Us Bancorp Del—6.05K$314.7K0.3%—Held
Pnc Finl Svcs Group Inc—1.5K$311.9K0.3%—Held
Select Sector Spdr Tr—5.08K$311.3K0.3%—Held
British Amern Tob Plc—5.29K$309.4K0.3%—Held
Firstenergy CorpFE6.03K$305.3K0.3%—Held
Home Depot, Inc.HD916$301.2K0.3%—Held
Cme Group Inc.CME1.02K$300.4K0.3%—Held
First Tr Exchange-Traded Fd—1.37K$296.3K0.3%—Held
Paychex IncPAYX3.19K$294K0.3%—Held
Pinterest, Inc.PINS15.9K$292.4K0.3%—Held
Prologis Inc.—2.2K$290.9K0.3%—Held
Aflac IncAFL2.59K$284.1K0.3%—Held
Meta Platforms, Inc.META489$279.8K0.2%—Held
Freeport-Mcmoran IncFCX4.72K$277.6K0.2%—Held
Visa Inc.V911$275.2K0.2%—Held
Capital Grp Fixed Incm Etf T—10.1K$275K0.2%—Held
Constellation Energy CorpCEG959$267.8K0.2%—Held
Pacer Fds Tr—7.3K$266.8K0.2%—Held
National Grid Plc—3.13K$264.9K0.2%—Held
Pepsico IncPEP1.7K$263.5K0.2%—Held
First Tr Exchange Traded Fd—7.95K$253.9K0.2%—Held
American Tower Corp New—1.47K$253.7K0.2%—Held
Amcor Plc Com New—6.36K$252.9K0.2%—Held
Invesco Qqq Tr—430$247.9K0.2%—Held
SoFi Technologies, Inc.SOFI15K$237.7K0.2%—Held
Spdr S&P 500 Etf Tr—365$237.1K0.2%—Held
Duke Energy Corp New—1.76K$230.8K0.2%—Held
Spdr Series Trust—8.05K$230.6K0.2%—Held
Tc Energy Corp—3.66K$229.4K0.2%—Held
Philip Morris Intl Inc—1.38K$228.5K0.2%—Held
Johnson & JohnsonJNJ932$228K0.2%—Held
Exelon CorpEXC4.63K$227K0.2%—Held
Spdr Series Trust—3.98K$225K0.2%—Held
Xcel Energy Inc—2.8K$222.3K0.2%—Held
Spdr Gold Tr—515$221.6K0.2%—Held
Unitedhealth Group IncUNH817$221.1K0.2%—Held
Vanguard World Fd—600$220.5K0.2%—Held
Wec Energy Group, Inc.WEC1.88K$217.5K0.2%—Held
Ishares Tr—2.49K$216.1K0.2%—Held
Nuscale Pwr Corp—19.7K$213.5K0.2%—Held
Berkshire Hathaway Inc Del—440$210.8K0.2%—Held
First Tr Exch Traded Fd Iii—2.96K$208.3K0.2%—Held
Ishares Tr—4.45K$206.9K0.2%—Held
First Tr Exchange-Traded Fd—3.45K$206.3K0.2%—Held
Idacorp IncIDA1.4K$200.2K0.2%—Held

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.