IFS Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 4, 2024), IFS Advisors, LLC reported 152 stock positions worth $114.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 42.9% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 13.8%) and iShares Core Dividend Growth (DGRO, 10.5%). Compared with Q4 2023, it opened 6 new positions, added to 8 and reduced 11. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Vanguard Info Tech ETF (VGT, shares −3%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$114.6M (Q1 2024)
SEC Filing
0001765617-24-000003 ↗ filed Apr 4, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $114.6M $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 Q2 2026

Holdings 152 stocks · $114.6M
IVV iShares Core S&P 500 ETF 42.85% 93,371 $49.1M Add +19.2%
SGOV iShares 0-3 Month Treasury B 13.78% 156,734 $15.8M New
DGRO iShares Core Dividend Growth 10.53% 207,774 $12.1M Reduce -0.1%
VGT Vanguard Info Tech ETF 9.84% 21,493 $11.3M Reduce -2.6%
IJH iShares Core S&P Midcap ETF 6.06% 114,280 $6.9M Reduce -0.5%
IJR iShares Core S&P Small-Cap E 5.58% 57,856 $6.4M Add +0.6%
SCHA Schwab US Small-Cap ETF 5.34% 124,121 $6.1M Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.02% 9,245 $2.3M Reduce -0.1%
IWB iShares Russell 1000 ETF 0.58% 2,300 $662K No change
IWF iShares Russell 1000 Growth 0.40% 1,355 $457K Reduce -7.7%
AAPL Apple Inc. 0.27% 1,770 $304K No change
EPS Wisdomtree US Large Cap Fund 0.24% 5,063 $280K No change
BRK.B Berkshire Hathaway Inc. Class B 0.23% 616 $259K No change
ADP Automatic Data Processing 0.19% 891 $223K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 491 $195K No change
QQQ Invesco QQQ Trust Series 1 0.16% 414 $184K No change
VOO Vanguard S&P 500 ETF 0.14% 328 $158K Add +69.1%
V Visa Inc. Class A 0.13% 528 $147K No change
SPHD Invesco S&P 500 High Dividen 0.08% 2,090 $93K No change
MRK Merck & Co. Inc. 0.07% 597 $79K No change
PG The Procter & Gamble Co. 0.07% 465 $76K No change
NVDA Nvidia Corp. 0.06% 77 $70K No change
IWD iShares Russell 1000 Value E 0.06% 383 $69K No change
TSLA Tesla Inc. 0.06% 373 $66K Add +2.8%
PDBC Invesco Optimum Yield Divers 0.06% 4,700 $65K No change
META Meta Platforms Inc. Class A 0.05% 107 $52K No change
XEL Xcel Energy Inc. 0.04% 956 $51K No change
FLOT iShares Floating Rate Bond E 0.04% 1,000 $51K No change
AEP American Electric Power 0.04% 571 $49K No change
SHY iShares 1-3 Year Treasury Bo 0.04% 600 $49K Reduce -2.8%
DE Deere & Co. 0.04% 106 $44K No change
TPL Texas Pacific Land Corp. 0.03% 66 $38K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $38K No change
ABBV Abbvie Inc. 0.03% 200 $36K New
NFLX Netflix Inc. 0.03% 50 $30K No change
SCHD Schwab US DVD Equity ETF 0.02% 347 $28K Reduce -2.8%
MSFT Microsoft Corp. 0.02% 65 $28K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.02% 2,000 $27K No change
HD Home Depot Inc. 0.02% 63 $24K No change
PNOV Innovator U.S. Equity Power 0.02% 650 $23K No change
BIP Brookfield Infrastructure Pa 0.02% 675 $21K No change
MMM 3M Co. 0.01% 158 $17K No change
UNH Unitedhealth Group Inc. 0.01% 33 $17K No change
XOM Exxon Mobil Corp. 0.01% 141 $16K No change
LYB Lyondellbasell Indu Class A 0.01% 154 $16K No change
FDX FedEx Corp. 0.01% 54 $16K No change
SPR Spirit Aerosystems Hold Class A 0.01% 420 $15K No change
T AT&T Inc. 0.01% 859 $15K Add +0.1%
SKT Tanger Inc. 0.01% 500 $15K No change
VZ Verizon Communications Inc. 0.01% 323 $14K No change
TRMB Trimble Inc. 0.01% 200 $13K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $12K No change
OKE Oneok Inc. 0.01% 155 $12K No change
USO United States Oil Fund LP 0.01% 150 $12K No change
LAND Gladstone Land Corp. 0.01% 876 $12K No change
CSX CSX Corp. 0.01% 315 $12K No change
SVXY Proshares Short Vix St Futur 0.01% 103 $12K Add +37.3%
PFE Pfizer Inc. 0.01% 416 $12K No change
JNJ Johnson & Johnson 0.01% 72 $11K No change
HSY The Hershey Co. 0.01% 57 $11K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $11K No change
ARKK ARK Innovation ETF 0.01% 213 $11K No change
KHC The Kraft Heinz Co. 0.01% 285 $11K New
AMD Advanced Micro Devices 0.01% 58 $10K New
SBUX Starbucks Corp. 0.01% 112 $10K No change
ORLY O'reilly Automotive Inc. 0.01% 9 $10K No change
SONY Sony Group Corp. - SP ADR 0.01% 118 $10K No change
MO Altria Group Inc. 0.01% 227 $10K No change
UPS United Parcel Service Class B 0.01% 65 $10K No change
HEI Heico Corp. 0.01% 50 $10K No change
COST Costco Wholesale Corp. 0.01% 13 $10K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 247 $9K No change
BMY Bristol-Myers Squibb Co. 0.01% 167 $9K No change
KO The Coca-Cola Co. 0.01% 148 $9K No change
CYBR Cyberark Software Ltd./Israel 0.01% 34 $9K No change
COIN Coinbase Global Inc. Class A 0.01% 33 $9K No change
LUV Southwest Airlines Co. 0.01% 296 $9K No change
O Realty Income Corp. 0.01% 159 $9K No change
PPL PPL Corp. 0.01% 288 $8K No change
WFC Wells Fargo & Co. 0.01% 118 $7K No change
USB US Bancorp 0.01% 135 $6K No change
XUSP Innovator Uncapped Acc US Eq 0.01% 171 $6K No change
MNST Monster Beverage Corp. 0.01% 100 $6K No change
LMT Lockheed Martin Corp. 0.01% 13 $6K No change
MRNA Moderna Inc. 0.01% 55 $6K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 11 $6K No change
DARE Dare Bioscience Inc. 0.00% 11,400 $6K No change
CPER United States Copper Index 0.00% 200 $5K No change
TLT iShares 20+ Year Treasury BD 0.00% 50 $5K No change
AXP American Express Co. 0.00% 20 $5K No change
SYM Symbotic Inc. 0.00% 100 $5K No change
TMUS T-Mobile US Inc. 0.00% 26 $4K No change
ALE Allete Inc. 0.00% 70 $4K No change
GNL Global Net Lease Inc. 0.00% 534 $4K No change
ALLY Ally Financial Inc. 0.00% 100 $4K No change
BA The Boeing Co. 0.00% 21 $4K No change
DPZ Domino's Pizza Inc. 0.00% 8 $4K No change
COF Capital One Financial Corp. 0.00% 25 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
SHAK Shake Shack Inc. Class A 0.00% 35 $4K No change
AMZN Amazon.com Inc. 0.00% 20 $4K No change
TGT Target Corp. 0.00% 20 $4K No change
PYPL PayPal Holdings Inc. 0.00% 50 $3K No change
PRPL Purple Innovation Inc. 0.00% 1,921 $3K No change
OKTA Okta Inc. 0.00% 30 $3K No change
RTX RTX Corp. 0.00% 32 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
MET Metlife Inc. 0.00% 35 $3K Reduce -80.2%
XLF SS Financial Select Sector 0.00% 60 $3K No change
KKR KKR & Co. Inc. 0.00% 25 $3K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
PARAA Paramount Global Class B 0.00% 200 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $2K No change
JPM JPMorgan Chase & Co. 0.00% 10 $2K No change
IIPR Innovative Industrial Proper 0.00% 20 $2K No change
CMP Compass Minerals Internation 0.00% 120 $2K No change
WMT Walmart Inc. 0.00% 30 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $2K No change
CSCO Cisco Systems Inc. 0.00% 34 $2K Add +3.0%
GILD Gilead Sciences Inc. 0.00% 23 $2K Add +4.5%
CVX Chevron Corp. 0.00% 10 $2K No change
MSOS Advisorshares Pure US Cann 0.00% 155 $2K No change
SPCE Virgin Galactic Holdings Inc. 0.00% 1,000 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
AI C3.AI Inc. Class A 0.00% 50 $1K No change
CFFN Capitol Federal Financial Inc. 0.00% 226 $1K No change
RIVN Rivian Automotive Inc. Class A 0.00% 100 $1K Reduce -33.3%
OGN Organon & Co. 0.00% 58 $1K No change
CG The Carlyle Group Inc. 0.00% 22 $1K No change
PLUG Plug Power Inc. 0.00% 300 $1K No change
GLW Corning Inc. 0.00% 30 $988 No change
KD Kyndryl Holdings Inc. 0.00% 42 $913 No change
CRM Salesforce Inc. 0.00% 3 $903 No change
BUZZ Vaneck Social Sentiment ETF 0.00% 40 $858 No change
DNUT Krispy Kreme Inc. 0.00% 56 $853 No change
MGM MGM Resorts International 0.00% 18 $849 No change
GIS General Mills Inc. 0.00% 10 $699 No change
BHF Brighthouse Financial Inc. 0.00% 13 $670 Reduce -48.0%
ARCC Ares Capital Corp. 0.00% 30 $624 No change
RBLX Roblox Corp. Class A 0.00% 16 $610 No change
VTRS Viatris Inc. 0.00% 51 $608 No change
LICYQ Li-Cycle Holdings Corp. 0.00% 550 $566 No change
CLNE Clean Energy Fuels Corp. 0.00% 160 $428 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $397 No change
SLQT Selectquote Inc. 0.00% 185 $370 No change
AEI Alset Inc. 0.00% 335 $233 No change
M Macy's Inc. 0.00% 10 $199 No change
NLOP Net Lease Office Property 0.00% 3 $71 New
SAVEQ Spirit Airlines Inc. 0.00% 11 $53 No change
ONL Orion Properties Inc. filed as ORION OFFICE REIT INC 0.00% 15 $52 No change
LUMN Lumen Technologies Inc. 0.00% 26 $40 No change
LCID Lucid Group Inc. 0.00% 8 $22 No change
Lines left out (1) · $42 — a value with no share or principal amount
SecurityClassSharesValue
SCHB Schwab US Broad Market ETF US BRD MKT ETF0$42

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: $114.6M.

Portfolio Sells Q4 2023 → Q1 2024
VGT Vanguard Info Tech ETF Reduce -2.6% 9.84% −2.85
DGRO iShares Core Dividend Growth Reduce -0.1% 10.53% −2.77
SCHA Schwab US Small-Cap ETF Reduce -0.8% 5.34% −1.69
IJH iShares Core S&P Midcap ETF Reduce -0.5% 6.06% −1.51
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.1% 2.02% −0.54
IWF iShares Russell 1000 Growth Reduce -7.7% 0.40% −0.13
SHY iShares 1-3 Year Treasury Bo Reduce -2.8% 0.04% −0.02
MET Metlife Inc. Reduce -80.2% 0.00% −0.01
SCHD Schwab US DVD Equity ETF Reduce -2.8% 0.02% −0.01
RIVN Rivian Automotive Inc. Class A Reduce -33.3% 0.00% −0.00
BHF Brighthouse Financial Inc. Reduce -48.0% 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024
SGOV iShares 0-3 Month Treasury B New 13.78% +13.78
VOO Vanguard S&P 500 ETF Add +69.1% 0.14% +0.04
ABBV Abbvie Inc. New 0.03% +0.03
KHC The Kraft Heinz Co. New 0.01% +0.01
AMD Advanced Micro Devices New 0.01% +0.01
COST Costco Wholesale Corp. New 0.01% +0.01
SVXY Proshares Short Vix St Futur Add +37.3% 0.01% +0.00
NLOP Net Lease Office Property New 0.00% +0.00
CSCO Cisco Systems Inc. Add +3.0% 0.00% −0.00
GILD Gilead Sciences Inc. Add +4.5% 0.00% −0.00
T AT&T Inc. Add +0.1% 0.01% −0.00
TSLA Tesla Inc. Add +2.8% 0.06% −0.05
IVV iShares Core S&P 500 ETF Add +19.2% 42.85% −1.61
IJR iShares Core S&P Small-Cap E Add +0.6% 5.58% −1.82

Notes & Other Activity Q4 2023 → Q1 2024
RISR Foliobe Altr In&in H ETF-Usd FOLI AL RATE ETF Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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