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Portfolio (Quarterly) Guide ↗

IF Advisors, LLC

· CIK 0002109472
13F Portfolio $152M AUM 60 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 19 Added 7 Reduced
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHY Schwab Strategic Trust 14,306.0 $454K 0.30% -7K -31.4% $31.73 +4.6%
42 GOOG Alphabet Inc 1,275.0 $450K 0.30% $353.33
43 CALF Pacer Funds Trust 8,850.0 $448K 0.29% $50.61 +14.3%
44 AVIV American Century ETF Trust 5,664.0 $439K 0.29% +2K +36.0% $77.42 +7.2%
45 SLYV SPDR Series Trust 3,823.0 $417K 0.27% $109.11 +0.5%
46 LLY Lilly Eli & Co Healthcare 328.0 $393K 0.26% NEW $1199.43 -2.2%
47 IEFA iShares Trust 4,065.0 $393K 0.26% $96.58 +4.0%
48 SCHV Schwab Strategic Trust 9,680.0 $337K 0.22% $34.81 -0.6%
49 VXUS Vanguard Index Funds 3,406.0 $291K 0.19% $85.49 +2.4%
50 EZM WisdomTree Trust 3,765.0 $285K 0.19% $75.78 +0.4%
51 IVV iShares Trust 353.0 $264K 0.17% $748.89 +3.2%
52 HTH Hilltop Holdings Inc Financial Services 6,800.0 $264K 0.17% $38.78 -0.7%
53 AVSC American Century ETF Trust 3,172.0 $233K 0.15% NEW $73.34 -0.3%
54 OKLO Oklo Inc Utilities 4,443.0 $233K 0.15% $52.33 -23.3%
55 XLRE Select Sector SPDR Trust 5,148.0 $227K 0.15% NEW $44.03 +1.0%
56 VXF Vanguard Index Funds 915.0 $225K 0.15% NEW $246.21 -1.6%
57 AVDV American Century ETF Trust 2,172.0 $224K 0.15% NEW $103.05 +9.1%
58 CMC Commercial Metals Co Basic Materials 3,536.0 $222K 0.15% $62.75 +7.8%
59 AMZN Amazon.com Inc Consumer Cyclical 924.0 $220K 0.14% NEW $238.34 +11.8%
60 VIG Vanguard Index Funds 897.0 $212K 0.14% NEW $236.62 +2.7%
Page 3 of 3  ·  60 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
Energy 33.4%
Consumer Cyclical 31.0%
Technology 11.0%
Healthcare 8.7%
Financial Services 5.8%
Utilities 5.2%
Basic Materials 4.9%