IFC Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), IFC Advisors LLC reported 143 stock positions worth $458.7 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 12.6% of the portfolio, followed by Pri Spe Pre Sec Acti-Usd (PREF, 9.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 8.0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002053348
- Portfolio Value
- $458.7M (Q4 2024)
- SEC Filing
- 0002053348-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 143 stocks · $458.7M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 12.59% | 168,232 | $57.8M | — |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 9.58% | 2,362,552 | $44.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 8.00% | 138,891 | $36.7M | — |
| GENI Genius Sports Ltd. | 4.83% | 2,561,984 | $22.2M | — |
| EFA iShares MSCI Eafe ETF | 4.58% | 277,638 | $21.0M | — |
| AAPL Apple Inc. | 3.39% | 62,028 | $15.5M | — |
| ACWI iShares MSCI Acwi ETF | 2.69% | 104,824 | $12.3M | — |
| MSFT Microsoft Corp. | 2.30% | 25,029 | $10.5M | — |
| IVV iShares Core S&P 500 ETF | 2.09% | 16,260 | $9.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.05% | 32,419 | $9.4M | — |
| AMZN Amazon.com Inc. | 1.99% | 41,563 | $9.1M | — |
| JPM JPMorgan Chase & Co. | 1.81% | 34,703 | $8.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.79% | 18,131 | $8.2M | — |
| IWR iShares Russell Mid-Cap ETF | 1.44% | 74,583 | $6.6M | — |
| GOOGL Alphabet Inc. Class A | 1.43% | 34,749 | $6.6M | — |
| MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 1.14% | 177,792 | $5.3M | — |
| OWL Blue Owl Capital Inc. | 1.12% | 221,233 | $5.1M | — |
| NVDA Nvidia Corp. | 1.05% | 35,980 | $4.8M | — |
| XLK SS Technology Select Sector | 0.98% | 19,327 | $4.5M | — |
| GSIE Goldman Sachs Activebeta Int | 0.98% | 134,265 | $4.5M | — |
| IWB iShares Russell 1000 ETF | 0.92% | 13,072 | $4.2M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.89% | 6 | $4.1M | — |
| UNH Unitedhealth Group Inc. | 0.88% | 7,968 | $4.0M | — |
| RTX RTX Corp. | 0.83% | 32,880 | $3.8M | — |
| AVGO Broadcom Inc. | 0.79% | 15,722 | $3.6M | — |
| IJH iShares Core S&P Midcap ETF | 0.77% | 56,357 | $3.5M | — |
| IWF iShares Russell 1000 Growth | 0.76% | 8,737 | $3.5M | — |
| COP Conocophillips | 0.76% | 35,286 | $3.5M | — |
| FCX Freeport-McMoran Inc. | 0.68% | 82,230 | $3.1M | — |
| COST Costco Wholesale Corp. | 0.67% | 3,356 | $3.1M | — |
| NEE Nextera Energy Inc. | 0.66% | 41,961 | $3.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 4,944 | $2.9M | — |
| UYLD Angel Oak Ultrashort Income | 0.63% | 56,503 | $2.9M | — |
| VOO Vanguard S&P 500 ETF | 0.60% | 5,137 | $2.8M | — |
| AXP American Express Co. | 0.59% | 9,072 | $2.7M | — |
| BX Blackstone Inc. | 0.58% | 15,536 | $2.7M | — |
| LLY Eli Lilly & Co. | 0.57% | 3,415 | $2.6M | — |
| DVY iShares Select Dividend ETF | 0.55% | 19,168 | $2.5M | — |
| MA Mastercard Inc. Class A | 0.50% | 4,342 | $2.3M | — |
| HD Home Depot Inc. | 0.50% | 5,857 | $2.3M | — |
| CVX Chevron Corp. | 0.49% | 15,675 | $2.3M | — |
| MCD McDonald's Corp. | 0.48% | 7,672 | $2.2M | — |
| MS Morgan Stanley | 0.47% | 16,986 | $2.1M | — |
| GOOG Alphabet Inc. Class C | 0.45% | 10,818 | $2.1M | — |
| ADI Analog Devices Inc. | 0.44% | 9,509 | $2.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 4,622 | $1.9M | — |
| WMT Walmart Inc. | 0.41% | 20,859 | $1.9M | — |
| EME Emcor Group Inc. | 0.41% | 4,151 | $1.9M | — |
| CAT Caterpillar Inc. | 0.41% | 5,153 | $1.9M | — |
| MSI Motorola Solutions Inc. | 0.40% | 4,016 | $1.9M | — |
| IWP iShares Russell Mid-Cap Grow | 0.40% | 14,308 | $1.8M | — |
| GDX Vaneck Gold Miners ETF | 0.39% | 52,997 | $1.8M | — |
| HON Honeywell International Inc. | 0.37% | 7,548 | $1.7M | — |
| SHW The Sherwin-Williams Co. | 0.37% | 5,002 | $1.7M | — |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 3,252 | $1.7M | — |
| VEA Vanguard Ftse Developed ETF | 0.36% | 35,000 | $1.7M | — |
| IWD iShares Russell 1000 Value E | 0.36% | 9,005 | $1.7M | — |
| DHR Danaher Corp. | 0.34% | 6,802 | $1.6M | — |
| ACN Accenture PLC Class A | 0.34% | 4,415 | $1.6M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 35,176 | $1.5M | — |
| UNP Union Pacific Corp. | 0.34% | 6,771 | $1.5M | — |
| KKR KKR & Co. Inc. | 0.33% | 10,313 | $1.5M | — |
| ADP Automatic Data Processing | 0.33% | 5,166 | $1.5M | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.33% | 132,597 | $1.5M | — |
| XOM Exxon Mobil Corp. | 0.32% | 13,698 | $1.5M | — |
| ITOT iShares Core S&P Total U.S. | 0.31% | 11,108 | $1.4M | — |
| ADBE Adobe Inc. | 0.31% | 3,184 | $1.4M | — |
| HPQ HP Inc. | 0.31% | 43,305 | $1.4M | — |
| MU Micron Technology Inc. | 0.31% | 16,745 | $1.4M | — |
| DE Deere & Co. | 0.29% | 3,160 | $1.3M | — |
| CMF iShares California Muni Bond | 0.28% | 22,649 | $1.3M | — |
| PEP Pepsico Inc. | 0.28% | 8,521 | $1.3M | — |
| ABT Abbott Laboratories | 0.28% | 11,386 | $1.3M | — |
| KO The Coca-Cola Co. | 0.27% | 19,926 | $1.2M | — |
| APH Amphenol Corp. Class A | 0.26% | 17,439 | $1.2M | — |
| CRM Salesforce Inc. | 0.26% | 3,617 | $1.2M | — |
| IEMG iShares Core MSCI Emerging | 0.26% | 22,997 | $1.2M | — |
| GS Goldman Sachs Group Inc. | 0.26% | 2,069 | $1.2M | — |
| LOW Lowe's Cos Inc. | 0.26% | 4,777 | $1.2M | — |
| CSCO Cisco Systems Inc. | 0.25% | 19,140 | $1.1M | — |
| JNJ Johnson & Johnson | 0.25% | 7,828 | $1.1M | — |
| TSLA Tesla Inc. | 0.25% | 2,802 | $1.1M | — |
| IJR iShares Core S&P Small-Cap E | 0.25% | 9,797 | $1.1M | — |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 20,450 | $1.1M | — |
| PG The Procter & Gamble Co. | 0.23% | 6,428 | $1.1M | — |
| ETN Eaton Corp. PLC | 0.23% | 3,181 | $1.1M | — |
| TRV The Travelers Cos Inc. | 0.22% | 4,119 | $992K | — |
| ZTS Zoetis Inc. | 0.21% | 6,051 | $986K | — |
| BLK BlackRock Inc. | 0.21% | 940 | $964K | — |
| FISV Fiserv Inc. | 0.21% | 4,615 | $948K | — |
| V Visa Inc. Class A | 0.19% | 2,766 | $874K | — |
| EMR Emerson Electric Co. | 0.17% | 6,274 | $778K | — |
| MDLZ Mondelez International Inc. Class A | 0.17% | 12,907 | $771K | — |
| NOW ServiceNow Inc. | 0.15% | 664 | $704K | — |
| MUB iShares National Muni Bond E | 0.15% | 6,499 | $692K | — |
| GBDC Golub Capital BDC Inc. | 0.14% | 42,238 | $640K | — |
| AMGN Amgen Inc. | 0.13% | 2,308 | $602K | — |
| KR Kroger Co. | 0.11% | 8,500 | $520K | — |
| MCK McKesson Corp. | 0.11% | 908 | $517K | — |
| CI The Cigna Group | 0.11% | 1,835 | $507K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.11% | 8,633 | $505K | — |
| AON Aon PLC Class A | 0.10% | 1,285 | $462K | — |
| XLY SS Consumer Disc Select Sect | 0.10% | 2,028 | $455K | — |
| IWC iShares Micro-Cap ETF | 0.09% | 3,324 | $433K | — |
| CB Chubb Ltd. | 0.09% | 1,554 | $429K | — |
| DUK Duke Energy Corp. | 0.09% | 3,964 | $427K | — |
| XEXGX Eaton Vance Tax-Managed Glob | 0.09% | 51,233 | $419K | — |
| XLV SS Health Care Select Sector | 0.09% | 3,000 | $413K | — |
| VZ Verizon Communications Inc. | 0.09% | 10,310 | $412K | — |
| ETH Grayscale Ethereum Staking M | 0.08% | 12,358 | $389K | — |
| IVW iShares S&P 500 Growth ETF | 0.08% | 3,738 | $380K | — |
| ORLY O'reilly Automotive Inc. | 0.08% | 316 | $375K | — |
| PPA Invesco Aerospace & Defense | 0.08% | 3,254 | $373K | — |
| XLI SS Industrial Select Sector | 0.07% | 2,539 | $335K | — |
| TGT Target Corp. | 0.07% | 2,399 | $324K | — |
| D Dominion Energy Inc. | 0.07% | 5,901 | $318K | — |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,461 | $308K | — |
| LMT Lockheed Martin Corp. | 0.07% | 630 | $306K | — |
| SO The Southern Co. | 0.07% | 3,650 | $300K | — |
| NDAQ Nasdaq Inc. | 0.06% | 3,844 | $297K | — |
| C Citigroup Inc. | 0.06% | 4,116 | $290K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 548 | $280K | — |
| META Meta Platforms Inc. Class A | 0.06% | 470 | $275K | — |
| ORCL Oracle Corp. | 0.06% | 1,615 | $269K | — |
| ITW Illinois Tool Works | 0.06% | 1,049 | $266K | — |
| TDG Transdigm Group Inc. | 0.06% | 200 | $253K | — |
| GSLC Goldman Activebeta US LC ETF | 0.05% | 2,167 | $250K | — |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,297 | $248K | — |
| SSD Simpson Manufacturing Co. Inc. | 0.05% | 1,480 | $245K | — |
| MELI MercadoLibre Inc. | 0.05% | 142 | $241K | — |
| IWM iShares Russell 2000 ETF | 0.05% | 1,092 | $241K | — |
| MRK Merck & Co. Inc. | 0.05% | 2,370 | $236K | — |
| MDT Medtronic PLC | 0.05% | 2,873 | $229K | — |
| PRI Primerica Inc. | 0.05% | 837 | $227K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 3,200 | $225K | — |
| FCN Fti Consulting Inc. | 0.05% | 1,140 | $218K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.05% | 873 | $216K | — |
| KLAC KLA Corp. | 0.04% | 327 | $206K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.04% | 1,739 | $204K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 2,331 | $201K | — |
| IBB iShares Biotechnology ETF | 0.04% | 1,513 | $200K | — |
| RUN Sunrun Inc. | 0.03% | 15,735 | $146K | — |
| MPT Medical Properties Trust Inc. | 0.01% | 13,847 | $55K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $787.6M | VTV, MGK, CARY, PREF, VO |
| Q1 2026 | 158 | $698.9M | VTV, MGK, CARY, PREF, VO |
| Q4 2025 | 175 | $684.7M | VTV, MGK, PREF, VO, GENI |
| Q3 2025 | 170 | $545.9M | MGK, PREF, VO, GENI, AAPL |
| Q2 2025 | 169 | $534.6M | MGK, PREF, VO, GENI, ACWI |
| Q1 2025 | 164 | $479.1M | MGK, PREF, VO, GENI, AAPL |
| Q4 2024 | 143 | $458.7M | MGK, PREF, VO, GENI, EFA |