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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $209M AUM 220 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 16 Added 20 Reduced 8 Exited
Page 3 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION COM Energy 562.0 $93K 0.04% $165.76 +24.1%
42 IWD ISHARES RUSSELL 1000 VALUE ETF 383.0 $93K 0.04% $242.43 +5.9%
43 VGT VANGUARD INFORMATION TECHNOLOGY ETF 774.0 $93K 0.04% +678.0 +706.2% $119.63 +0.1%
44 AMZN AMAZON COM INC COM Consumer Cyclical 386.0 $92K 0.04% -128.0 -24.9% $238.34 +8.9%
45 VOO VANGUARD S&P 500 ETF 130.0 $89K 0.04% -2.0 -1.5% $686.81 +2.7%
46 MO ALTRIA GROUP INC COM Consumer Defensive 1,240.0 $89K 0.04% $71.95 -9.4%
47 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 198.0 $87K 0.04% $437.64 -16.5%
48 PM PHILIP MORRIS INTL INC COM Consumer Defensive 437.0 $79K 0.04% $180.91 +3.7%
49 MRK MERCK & CO INC COM Healthcare 597.0 $77K 0.04% $128.50 +5.2%
50 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 4,700.0 $75K 0.04% $15.88 +14.6%
51 PG PROCTER & GAMBLE CO COM Consumer Defensive 465.0 $68K 0.03% $146.92 -2.4%
52 IBM INTERNATIONAL BUSINESS MACHS COM Technology 222.0 $62K 0.03% +25.0 +12.7% $281.21 -17.3%
53 META META PLATFORMS INC CL A Communication Services 107.0 $60K 0.03% -18.0 -14.4% $563.29 -3.5%
54 CAT CATERPILLAR INC COM Industrials 53.0 $57K 0.03% $1077.45 -22.0%
55 F FORD MTR CO COM Consumer Cyclical 3,795.0 $53K 0.03% $13.90 +0.2%
56 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,228.0 $52K 0.03% $42.35 +14.6%
57 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 725.0 $52K 0.03% $71.25 +1.6%
58 FLOT ISHARES FLOATING RATE BOND ETF 1,000.0 $51K 0.02% $51.05 -0.2%
59 ABBV ABBVIE INC COM Healthcare 200.0 $50K 0.02% $251.64 +2.9%
60 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 600.0 $49K 0.02% $82.11 -0.1%
Page 3 of 11  ·  220 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
Financial Services 21.9%
Technology 21.3%
Utilities 13.0%
Healthcare 10.1%
Industrials 9.5%
Consumer Cyclical 8.2%
Consumer Defensive 6.6%
Energy 4.0%
Communication Services 3.8%
Real Estate 1.3%