IFS Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), IFS Advisors, LLC reported 219 stock positions worth $208.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.4% of the portfolio, followed by iShares Ibonds Dec 2026 Term (IBDR, 11.3%) and iShares Core Dividend Growth (DGRO, 8.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 7, added to 19 and reduced 22. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +0%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −1%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$208.8M (Q2 2026)
SEC Filing
0001765617-26-000005 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $114.6M Q1 2024 Q2 2024: $118.6M Q2 2024 Q3 2024: $126.3M Q3 2024 Q4 2024: $127.2M Q4 2024 Q1 2025: $123.2M Q1 2025 Q2 2025: $132.2M Q2 2025 Q3 2025: $170.9M Q3 2025 Q4 2025: $192.5M Q4 2025 Q1 2026: $194.0M Q1 2026 Q2 2026: $208.8M $208.8M Q2 2026

Holdings 219 stocks · $208.8M
IVV iShares Core S&P 500 ETF 16.35% 45,588 $34.1M Reduce -1.8%
IBDR iShares Ibonds Dec 2026 Term 11.30% 973,964 $23.6M Add +0.6%
DGRO iShares Core Dividend Growth 8.71% 240,027 $18.2M Reduce -0.5%
SGOV iShares 0-3 Month Treasury B 8.49% 176,007 $17.7M Reduce -0.7%
SCHG Schwab US Large-Cap Growth 8.12% 501,330 $17.0M Add +0.3%
BSCQ Invesco Bulletshares 2026 CB 7.17% 766,729 $15.0M Add +1.0%
IEFA iShares Core MSCI Eafe ETF 6.97% 150,786 $14.6M Reduce -1.8%
IJH iShares Core S&P Midcap ETF 5.96% 161,401 $12.4M Reduce -1.1%
SPDW Ste STR SPDR PT DW Eu ETF 4.57% 189,548 $9.6M Add +2.2%
IJR iShares Core S&P Small-Cap E 4.31% 60,687 $9.0M Reduce -4.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.89% 100,813 $8.1M Add +1.0%
BND Vanguard Total Bond Market 2.80% 79,703 $5.9M Add +1.8%
SCHA Schwab US Small-Cap ETF 2.63% 152,032 $5.5M Add +1.4%
AGG iShares Core U.S. Aggregate 2.22% 46,847 $4.6M Add +0.0%
TFLO iShares Treasury Floating Ra 1.25% 51,368 $2.6M Reduce -3.5%
USFR Wisdomtree Floating Rate Tre 0.88% 36,381 $1.8M Reduce -5.5%
IWB iShares Russell 1000 ETF 0.41% 2,102 $861K Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,213 $607K No change
AAPL Apple Inc. 0.25% 1,776 $514K Reduce -2.2%
EPS Wisdomtree US Large Cap Fund 0.18% 4,793 $373K Reduce -1.6%
IWF iShares Russell 1000 Growth 0.18% 2,965 $368K Reduce -3.4%
QQQ Invesco QQQ Trust Series 1 0.15% 431 $317K No change
CAH Cardinal Health Inc. 0.15% 1,280 $304K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 491 $256K No change
JPM JPMorgan Chase & Co. 0.11% 725 $237K No change
TSLA Tesla Inc. 0.11% 542 $228K No change
NVDA Nvidia Corp. 0.09% 978 $196K Reduce -7.6%
V Visa Inc. Class A 0.09% 563 $193K Reduce -7.5%
DE Deere & Co. 0.09% 286 $182K No change
ADP Automatic Data Processing 0.07% 691 $155K No change
NEE Nextera Energy Inc. 0.07% 1,725 $151K No change
LNT Alliant Energy Corp. 0.06% 1,553 $118K No change
XEL Xcel Energy Inc. 0.06% 1,450 $116K No change
CRWD CrowdStrike Holdings Inc. Class A 0.05% 149 $114K No change
XOM Exxonmobil Holdings Corp. 0.05% 781 $107K No change
XUSP Innovator Uncapped Acc US Eq 0.05% 2,025 $107K Reduce -27.9%
AMD Advanced Micro Devices 0.05% 180 $105K No change
AEP American Electric Power 0.05% 759 $104K No change
SPHD Invesco S&P 500 High Dividen 0.05% 1,952 $99K Reduce -5.8%
SPCX Space Exploration Techn Class A 0.04% 550 $94K New
CVX Chevron Corp. 0.04% 562 $93K No change
IWD iShares Russell 1000 Value E 0.04% 383 $93K No change
VGT Vanguard Info Tech ETF 0.04% 774 $93K Add +0.8%
AMZN Amazon.com Inc. 0.04% 386 $92K Reduce -24.9%
VOO Vanguard S&P 500 ETF 0.04% 130 $89K Reduce -1.5%
MO Altria Group Inc. 0.04% 1,240 $89K No change
TPL Texas Pacific Land Corp. 0.04% 198 $87K No change
PM Philip Morris International 0.04% 437 $79K No change
MRK Merck & Co. Inc. 0.04% 597 $77K No change
PDBC Invesco Optimum Yield Divers 0.04% 4,700 $75K No change
PG The Procter & Gamble Co. 0.03% 465 $68K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 222 $62K Add +12.7%
META Meta Platforms Inc. Class A 0.03% 107 $60K Reduce -14.4%
CAT Caterpillar Inc. 0.03% 53 $57K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 3,795 $53K No change
VZ Verizon Communications Inc. 0.02% 1,228 $52K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.02% 725 $52K No change
FLOT iShares Floating Rate Bond E 0.02% 1,000 $51K No change
ABBV Abbvie Inc. 0.02% 200 $50K No change
SHY iShares 1-3 Year Treasury Bo 0.02% 600 $49K No change
IBIT iShares Bitcoin Trust ETF 0.02% 1,385 $46K Add +26.5%
PFE Pfizer Inc. 0.02% 1,820 $44K No change
GOOG Alphabet Inc. Class C 0.02% 120 $42K Reduce -29.0%
MSFT Microsoft Corp. 0.02% 107 $40K Add +87.7%
HD Home Depot Inc. 0.02% 113 $40K Add +79.4%
SCHD Schwab US DVD Equity ETF 0.02% 1,220 $39K No change
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $38K No change
AVGO Broadcom Inc. 0.02% 100 $38K No change
INGR Ingredion Inc. 0.02% 398 $38K No change
ED Consolidated Edison Inc. 0.02% 332 $37K No change
CBC Central Bancompany 0.02% 1,135 $34K No change
BMY Bristol-Myers Squibb Co. 0.02% 579 $33K No change
SO The Southern Co. 0.02% 348 $33K No change
DELL Dell Technologies -C 0.02% 75 $32K No change
IWM iShares Russell 2000 ETF 0.02% 105 $32K No change
PANW Palo Alto Networks Inc. 0.01% 89 $30K No change
UNH Unitedhealth Group Inc. 0.01% 69 $29K Add +25.4%
UPS United Parcel Service Class B 0.01% 266 $29K No change
ADM Archer-Daniels-Midland Co. 0.01% 368 $28K No change
PEG Public Service Enterprise GP 0.01% 328 $27K No change
EIX Edison International 0.01% 352 $26K No change
MMM 3M Co. 0.01% 158 $26K No change
CMG Chipotle Mexican Grill Inc. 0.01% 752 $26K Add +66.4%
IEMG iShares Core MSCI Emerging 0.01% 300 $25K No change
BIP Brookfield Infrastructure Pa 0.01% 675 $25K No change
MDLZ Mondelez International Inc. Class A 0.01% 410 $24K No change
TRV The Travelers Cos Inc. 0.01% 69 $23K No change
CSX CSX Corp. 0.01% 461 $22K No change
GE General Electric filed as GE AEROSPACE 0.01% 58 $22K No change
UNG US Natural Gas Fund LP 0.01% 1,775 $21K No change
USO United States Oil Fund LP 0.01% 186 $20K No change
SKT Tanger Inc. 0.01% 500 $20K No change
COST Costco Wholesale Corp. 0.01% 21 $20K No change
DUK Duke Energy Corp. 0.01% 154 $19K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 202 $19K No change
JNJ Johnson & Johnson 0.01% 72 $18K No change
T AT&T Inc. 0.01% 865 $18K Add +0.1%
NFLX Netflix Inc. 0.01% 250 $18K No change
HEI Heico Corp. 0.01% 50 $18K No change
ARKK ARK Innovation ETF 0.01% 213 $17K No change

Show all 219 holdings

Lines left out (1) · $21 — a value with no share or principal amount
SecurityClassSharesValue
SCHB Schwab US Broad Market ETF US BRD MKT ETF0$21

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $208.8M.

Portfolio Sells Q1 2026 → Q2 2026
SGOV iShares 0-3 Month Treasury B Reduce -0.7% 8.49% −0.70
IEFA iShares Core MSCI Eafe ETF Reduce -1.8% 6.97% −0.19
TFLO iShares Treasury Floating Ra Reduce -3.5% 1.25% −0.14
USFR Wisdomtree Floating Rate Tre Reduce -5.5% 0.88% −0.12
SVXY Proshares Short Vix St Futur Sold out 0.00% −0.02
XUSP Innovator Uncapped Acc US Eq Reduce -27.9% 0.05% −0.01
AMZN Amazon.com Inc. Reduce -24.9% 0.04% −0.01
DGRO iShares Core Dividend Growth Reduce -0.5% 8.71% −0.01
META Meta Platforms Inc. Class A Reduce -14.4% 0.03% −0.01
SPHD Invesco S&P 500 High Dividen Reduce -5.8% 0.05% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
GOOG Alphabet Inc. Class C Reduce -29.0% 0.02% −0.00
UNP Union Pacific Corp. Sold out 0.00% −0.00
V Visa Inc. Class A Reduce -7.5% 0.09% −0.00
CP Canadian Pacific Kansas City Sold out 0.00% −0.00
UBER Uber Technologies Inc. Reduce -24.9% 0.00% −0.00
NVDA Nvidia Corp. Reduce -7.6% 0.09% −0.00
QQQI Neos Nasdaq-100 High Inc. ETF Reduce -50.0% 0.00% −0.00
OBDC Blue Owl Capital Corp. Sold out 0.00% −0.00
SLQT Selectquote Inc. Sold out 0.00% −0.00
PRPL Purple Innovation Inc. Sold out 0.00% 0.00
VOO Vanguard S&P 500 ETF Reduce -1.5% 0.04% +0.00
EPS Wisdomtree US Large Cap Fund Reduce -1.6% 0.18% +0.01
IWF iShares Russell 1000 Growth Reduce -3.4% 0.18% +0.01
AAPL Apple Inc. Reduce -2.2% 0.25% +0.01
IWB iShares Russell 1000 ETF Reduce -0.6% 0.41% +0.02
IJR iShares Core S&P Small-Cap E Reduce -4.1% 4.31% +0.26
IJH iShares Core S&P Midcap ETF Reduce -1.1% 5.96% +0.28
IVV iShares Core S&P 500 ETF Reduce -1.8% 16.35% +0.72

Portfolio Buys Q1 2026 → Q2 2026
SCHG Schwab US Large-Cap Growth Add +0.3% 8.12% +0.62
SCHA Schwab US Small-Cap ETF Add +1.4% 2.63% +0.38
SPDW Ste STR SPDR PT DW Eu ETF Add +2.2% 4.57% +0.21
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.0% 3.89% +0.20
SPCX Space Exploration Techn Class A New 0.04% +0.04
VGT Vanguard Info Tech ETF Add +0.8% 0.04% +0.01
HD Home Depot Inc. Add +79.4% 0.02% +0.01
MSFT Microsoft Corp. Add +87.7% 0.02% +0.01
UNH Unitedhealth Group Inc. Add +25.4% 0.01% +0.01
LLY Eli Lilly & Co. New 0.01% +0.01
IBM Intl Business Machines Corp. Add +12.7% 0.03% +0.01
CMG Chipotle Mexican Grill Inc. Add +66.4% 0.01% +0.00
IONQ Ionq Inc. New 0.00% +0.00
RITM Rithm Capital Corp. New 0.00% +0.00
ADAM Adamas Trust Inc. New 0.00% +0.00
MFMO Motley Fool Asset Management New 0.00% +0.00
KRP Kimbell Royalty Partners LP New 0.00% +0.00
QVOL Inftc Cap NDQ Opt Inc. ETF New 0.00% +0.00
STWD Starwood Property Trust Inc. Add +74.5% 0.00% +0.00
CMCSA Comcast Corp. Class A New 0.00% +0.00
IBIT iShares Bitcoin Trust ETF Add +26.5% 0.02% +0.00
KD Kyndryl Holdings Inc. Add +11.9% 0.00% 0.00
PRPL Purple Innovation Inc. New 0.00% 0.00
T AT&T Inc. Add +0.1% 0.01% −0.00
VZ Verizon Communications Inc. Add +0.1% 0.02% −0.01
BND Vanguard Total Bond Market Add +1.8% 2.80% −0.17
AGG iShares Core U.S. Aggregate Add +0.0% 2.22% −0.18
BSCQ Invesco Bulletshares 2026 CB Add +1.0% 7.17% −0.47
IBDR iShares Ibonds Dec 2026 Term Add +0.6% 11.30% −0.79

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 219$208.8MIVV, IBDR, DGRO, SGOV, SCHG
Q1 2026 216$194.0MIVV, IBDR, SGOV, DGRO, BSCQ
Q4 2025 193$192.5MIVV, IBDR, SGOV, DGRO, SCHG
Q3 2025 177$170.9MIVV, SGOV, IEFA, DGRO, SCHG
Q2 2025 170$132.2MIVV, SGOV, IEFA, DGRO, SCHG
Q1 2025 199$123.2MIVV, SGOV, DGRO, VGT, IJH
Q4 2024 188$127.2MIVV, SGOV, VGT, DGRO, IJH
Q3 2024 157$126.3MIVV, SGOV, DGRO, VGT, IJH
Q2 2024 155$118.6MIVV, SGOV, VGT, DGRO, IJH
Q1 2024 152$114.6MIVV, SGOV, DGRO, VGT, IJH