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Portfolio (Quarterly) Guide ↗

IF Advisors, LLC

· CIK 0002109472
13F Portfolio $141M AUM 53 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 19 Added 7 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV Vanguard Index Funds 49,091.0 $14.7M 10.37% -4K -7.8% $298.85 +14.3%
2 JMST JPMorgan Trust I 158,000.0 $8.1M 5.69% -13K -7.5% $50.98 -0.2%
3 Berkshire Hathaway Inc Del 11,573.0 $5.5M 3.92% -892.0 -7.2% $479.20
4 VNQ Vanguard Specialized Funds 40,981.0 $3.6M 2.57% -1K -2.4% $88.70 +9.0%
5 TSLA Tesla Inc Consumer Cyclical 2,799.0 $1.0M 0.74% -2K -37.3% $371.75 +12.2%
6 OKLO Oklo Inc Utilities 4,443.0 $220K 0.16% -1K -19.1% $49.59 +31.3%
7 CMC Commercial Metals Co Basic Materials 3,536.0 $217K 0.15% -3K -42.5% $61.43 +15.1%

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 43.5%
Consumer Cyclical 23.3%
Technology 9.7%
Communication Services 8.2%
Financial Services 5.5%
Utilities 4.9%
Basic Materials 4.9%