IF Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), IF Advisors, LLC reported 60 stock positions worth $152.1 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 12.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.7%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.6%). Compared with Q1 2026, it opened 7 new positions, added to 21 and reduced 9. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +8%) and the biggest sale JPM Ultra-Short Muni Income (JMST, shares −56%).

Most Recent 13F
Q2 2026
Location
SAN ANTONIO, TX
CIK
0002109472
Portfolio Value
$152.1M (Q2 2026)
SEC Filing
0002109472-26-000004 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $123.1M Q4 2025 Q1 2026: $141.5M Q1 2026 Q2 2026: $152.1M $152.1M Q2 2026

Holdings 60 stocks · $152.1M
VV Vngrd Mrgstr LRG-Cap ETF-Usd 12.01% 53,135 $18.3M Add +8.2%
VEA Vanguard Ftse Developed ETF 10.69% 228,160 $16.3M Add +2.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 7.64% 144,156 $11.6M Add +2.4%
VWO Vanguard Ftse Emerging Marke 5.42% 138,230 $8.3M Add +6.1%
BRK.B Berkshire Hathaway Inc. Class B 3.87% 11,774 $5.9M Add +1.7%
VTV Vanguard Mrngstr Val ETF-Aui 3.84% 26,830 $5.8M Reduce -0.1%
BND Vanguard Total Bond Market 3.63% 75,219 $5.5M Add +5.3%
EFV iShares MSCI Eafe Value ETF 3.55% 70,505 $5.4M Add +11.7%
VB Vanguard Most SM-Cap ETF-Usd 3.52% 17,683 $5.4M Add +0.9%
VTI VG Morningstar TS MKT ETF-US 3.20% 13,152 $4.9M Add +0.2%
AVUV Avantis US Small Cap Value 2.98% 36,284 $4.5M Add +9.4%
IEI iShares 3-7 Year Treasury Bo 2.77% 35,882 $4.2M Add +12.0%
VNQ Vanguard Real Estate ETF 2.66% 41,960 $4.0M Add +2.4%
SCHX Schwab US Large-Cap ETF 2.62% 135,481 $4.0M Add +8.4%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.31% 69,000 $3.5M Reduce -56.3%
SCHF Schwab Intl Equity ETF 2.28% 125,262 $3.5M Add +15.5%
SCHA Schwab US Small-Cap ETF 1.97% 83,149 $3.0M No change
SHY iShares 1-3 Year Treasury Bo 1.95% 36,199 $3.0M Add +13.6%
AVLV Avantis US Large Cap Value 1.80% 30,094 $2.7M Add +12.0%
JAAA Janus Henderson Aaa Clo ETF 1.59% 47,950 $2.4M Add +2.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.51% 9,464 $2.3M Reduce -0.6%
SUB iShares Short-Term National 1.33% 19,000 $2.0M Reduce -55.3%
VTES Vanguard SH Term Tax-Ex Bond 1.29% 19,400 $2.0M Reduce -56.4%
SCHM Schwab US Mid Cap ETF 1.21% 50,042 $1.8M No change
IWM iShares Russell 2000 ETF 1.20% 6,088 $1.8M Reduce -0.2%
DFAC Dimensional US Core Equity 2 1.01% 34,487 $1.5M No change
XOM Exxon Mobil Corp. 0.99% 11,031 $1.5M Reduce -3.6%
IEF iShares 7-10 Year Treasury B 0.90% 14,412 $1.4M Add +28.5%
AVUS Avantis U.S. Equity ETF 0.84% 9,977 $1.3M No change
TSLA Tesla Inc. 0.77% 2,799 $1.2M No change
SCHD Schwab US DVD Equity ETF 0.63% 30,304 $961K No change
DFIC Dimensional International Co. 0.63% 25,700 $958K No change
SCHH Schwab US REIT ETF 0.51% 32,945 $780K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.46% 19,402 $704K No change
IEMG iShares Core MSCI Emerging 0.45% 8,279 $686K No change
VOO Vanguard S&P 500 ETF 0.44% 965 $663K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.37% 11,000 $556K Reduce -31.3%
DFEM Dimensional Emrg MRKT Core 0.36% 13,525 $550K No change
BIL SPDR Barclays 1-3 Month T-Bill 0.35% 5,791 $531K Add +83.8%
NVDA Nvidia Corp. 0.33% 2,484 $497K Add +0.1%
SCHY Schwab International DVD ETF 0.30% 14,306 $454K Reduce -31.4%
GOOG Alphabet Inc. Class C 0.30% 1,275 $450K No change
CALF PCR US SM CP CSH CWS ETF-Usd 0.29% 8,850 $448K No change
AVIV Avantis Intl LRG Cap Val ETF 0.29% 5,664 $439K Add +36.0%
SLYV SS SPDR S&P 600 SC Val ETF 0.27% 3,823 $417K No change
LLY Eli Lilly & Co. 0.26% 328 $393K New
IEFA iShares Core MSCI Eafe ETF 0.26% 4,065 $393K No change
SCHV Schwab US Large-Cap Value 0.22% 9,680 $337K No change
VXUS Vanguard Total Intl Stock 0.19% 3,406 $291K No change
EZM Wisdomtree US Midcap Fund 0.19% 3,765 $285K No change
IVV iShares Core S&P 500 ETF 0.17% 353 $264K No change
HTH Hilltop Holdings Inc. 0.17% 6,800 $264K No change
AVSC Avantis US Small Cap Equity 0.15% 3,172 $233K New
OKLO Oklo Inc. 0.15% 4,443 $233K No change
XLRE SS Real Estate Select Sector 0.15% 5,148 $227K New
VXF Vanguard Extended Market ETF 0.15% 915 $225K New
AVDV Avantis Intl S/C Value ETF 0.15% 2,172 $224K New
CMC Commercial Metals Co. 0.15% 3,536 $222K No change
AMZN Amazon.com Inc. 0.14% 924 $220K New
VIG Vanguard Dividend Apprec ETF 0.14% 897 $212K New

Portfolio Sells Q1 2026 → Q2 2026
JMST JPM Ultra-Short Muni Income Reduce -56.3% 2.31% −3.38
VTES Vanguard SH Term Tax-Ex Bond Reduce -56.4% 1.29% −1.89
SUB iShares Short-Term National Reduce -55.3% 1.33% −1.87
XOM Exxon Mobil Corp. Reduce -3.6% 0.99% −0.38
VTEB Vanguard Tax-Exempt Bond ETF Reduce -31.3% 0.37% −0.20
SCHY Schwab International DVD ETF Reduce -31.4% 0.30% −0.17
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.6% 1.51% +0.05
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.1% 3.84% +0.12
IWM iShares Russell 2000 ETF Reduce -0.2% 1.20% +0.13

Portfolio Buys Q1 2026 → Q2 2026
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +8.2% 12.01% +1.64
VEA Vanguard Ftse Developed ETF Add +2.5% 10.69% +0.60
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.4% 7.64% +0.49
VWO Vanguard Ftse Emerging Marke Add +6.1% 5.42% +0.45
AVUV Avantis US Small Cap Value Add +9.4% 2.98% +0.39
SCHF Schwab Intl Equity ETF Add +15.5% 2.28% +0.38
SCHX Schwab US Large-Cap ETF Add +8.4% 2.62% +0.36
VB Vanguard Most SM-Cap ETF-Usd Add +0.9% 3.52% +0.28
AVLV Avantis US Large Cap Value Add +12.0% 1.80% +0.27
LLY Eli Lilly & Co. New 0.26% +0.26
EFV iShares MSCI Eafe Value ETF Add +11.7% 3.55% +0.23
VTI VG Morningstar TS MKT ETF-US Add +0.2% 3.20% +0.22
AVSC Avantis US Small Cap Equity New 0.15% +0.15
XLRE SS Real Estate Select Sector New 0.15% +0.15
VXF Vanguard Extended Market ETF New 0.15% +0.15
AVDV Avantis Intl S/C Value ETF New 0.15% +0.15
AMZN Amazon.com Inc. New 0.14% +0.14
BIL SPDR Barclays 1-3 Month T-Bill Add +83.8% 0.35% +0.14
VIG Vanguard Dividend Apprec ETF New 0.14% +0.14
IEF iShares 7-10 Year Treasury B Add +28.5% 0.90% +0.14
SHY iShares 1-3 Year Treasury Bo Add +13.6% 1.95% +0.09
VNQ Vanguard Real Estate ETF Add +2.4% 2.66% +0.09
IEI iShares 3-7 Year Treasury Bo Add +12.0% 2.77% +0.09
AVIV Avantis Intl LRG Cap Val ETF Add +36.0% 0.29% +0.07
NVDA Nvidia Corp. Add +0.1% 0.33% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +1.7% 3.87% −0.05
JAAA Janus Henderson Aaa Clo ETF Add +2.1% 1.59% −0.08
BND Vanguard Total Bond Market Add +5.3% 3.63% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 60$152.1MVV, VEA, VO, VWO, BRK.B
Q1 2026 53$141.5MVV, VEA, VO, JMST, VWO
Q4 2025 41$123.1MVV, VEA, VO, JMST, VWO