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Portfolio (Quarterly) Guide ↗

IFS Group,LLC

· CIK 0002087139
13F Portfolio $73M AUM 87 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 35 Added 34 Reduced 61 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WY WEYERHAEUSER CO Real Estate 19,855.0 $475K 0.65% +1K +6.3% $23.94 +1.9%
22 QTEC FIRST TR EXCHANGE-TRADED FD 1,396.0 $467K 0.64% +24.0 +1.8% $334.70 -7.4%
23 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,635.0 $445K 0.61% +1K +31.5% $95.98 +23.4%
24 KNG FIRST TR EXCHANGE-TRADED FD 8,575.0 $433K 0.59% +81.0 +0.9% $50.50 +3.3%
25 QQQ INVESCO QQQ TR Financial Services 530.0 $390K 0.54% +100.0 +23.3% $735.71 -4.0%
26 PINS PINTEREST INC Communication Services 18,488.0 $389K 0.53% +3K +16.0% $21.03 +11.6%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 515.0 $384K 0.53% +150.0 +41.1% $746.24 +2.3%
28 META META PLATFORMS INC Communication Services 633.0 $357K 0.49% +144.0 +29.4% $563.29 -0.8%
29 SLV ISHARES SILVER TR Financial Services 6,441.0 $344K 0.47% +666.0 +11.5% $53.47 +16.3%
30 PYPL PAYPAL HLDGS INC Financial Services 7,620.0 $329K 0.45% +191.0 +2.6% $43.18 +42.8%
31 AFL AFLAC INC Financial Services 2,731.0 $320K 0.44% +141.0 +5.4% $117.25 +0.8%
32 SOFI SOFI TECHNOLOGIES INC Financial Services 15,325.0 $275K 0.38% +355.0 +2.4% $17.93 +1.7%
33 HYBB ISHARES TR 5,451.0 $255K 0.35% +1K +22.5% $46.77 -0.4%
34 CEG CONSTELLATION ENERGY CORP Utilities 1,010.0 $251K 0.34% +51.0 +5.3% $248.37 +10.1%
35 MGK VANGUARD WORLD FD 2,450.0 $215K 0.30% +2K +308.3% $87.91 +0.5%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Energy 18.0%
Financial Services 14.5%
Communication Services 7.6%
Utilities 6.3%
Healthcare 5.8%
Consumer Cyclical 5.2%
Industrials 4.8%
Basic Materials 3.1%
Real Estate 1.5%