IFS Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), IFS Advisors, LLC reported 155 stock positions worth $118.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 42.6% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 15.6%) and Vanguard Info Tech ETF (VGT, 10.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 14 and reduced 9. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +17%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −1%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$118.6M (Q2 2024)
SEC Filing
0001765617-24-000005 ↗ filed Jul 29, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $114.6M Q1 2024 Q2 2024: $118.6M $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 155 stocks · $118.6M
IVV iShares Core S&P 500 ETF 42.60% 92,310 $50.5M Reduce -1.1%
SGOV iShares 0-3 Month Treasury B 15.55% 183,121 $18.4M Add +16.8%
VGT Vanguard Info Tech ETF 10.25% 21,069 $12.1M Reduce -2.0%
DGRO iShares Core Dividend Growth 10.04% 206,644 $11.9M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 5.57% 112,807 $6.6M Reduce -1.3%
IJR iShares Core S&P Small-Cap E 5.16% 57,374 $6.1M Reduce -0.8%
SCHA Schwab US Small-Cap ETF 5.12% 127,903 $6.1M Add +3.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.87% 9,162 $2.2M Reduce -0.9%
IWB iShares Russell 1000 ETF 0.58% 2,300 $684K No change
AAPL Apple Inc. 0.31% 1,770 $373K No change
EPS Wisdomtree US Large Cap Fund 0.24% 5,063 $288K No change
IWF iShares Russell 1000 Growth 0.22% 714 $260K Reduce -47.3%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 633 $258K Add +2.8%
ADP Automatic Data Processing 0.18% 891 $213K No change
QQQ Invesco QQQ Trust Series 1 0.17% 414 $198K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 491 $192K No change
VOO Vanguard S&P 500 ETF 0.14% 330 $165K Add +0.6%
V Visa Inc. Class A 0.12% 528 $139K No change
NVDA Nvidia Corp. 0.09% 897 $111K Add +16.5%
SPHD Invesco S&P 500 High Dividen 0.08% 2,090 $93K No change
PG The Procter & Gamble Co. 0.06% 465 $77K No change
MRK Merck & Co. Inc. 0.06% 597 $74K No change
TSLA Tesla Inc. 0.06% 373 $74K No change
IWD iShares Russell 1000 Value E 0.06% 383 $67K No change
PDBC Invesco Optimum Yield Divers 0.06% 4,700 $66K No change
META Meta Platforms Inc. Class A 0.05% 107 $54K No change
FLOT iShares Floating Rate Bond E 0.04% 1,000 $51K No change
XEL Xcel Energy Inc. 0.04% 956 $51K No change
AEP American Electric Power 0.04% 571 $50K No change
SHY iShares 1-3 Year Treasury Bo 0.04% 600 $49K No change
TPL Texas Pacific Land Corp. 0.04% 66 $48K No change
DE Deere & Co. 0.03% 106 $40K No change
ABBV Abbvie Inc. 0.03% 200 $34K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $34K No change
MSFT Microsoft Corp. 0.02% 65 $29K No change
NFLX Netflix Inc. 0.02% 43 $29K Reduce -14.0%
SCHD Schwab US DVD Equity ETF 0.02% 350 $27K Add +0.9%
F Ford Motor Co. filed as FORD MTR CO DEL 0.02% 2,000 $25K No change
PNOV Innovator U.S. Equity Power 0.02% 650 $24K No change
HD Home Depot Inc. 0.02% 63 $22K No change
BIP Brookfield Infrastructure Pa 0.02% 675 $19K No change
SVXY Proshares Short Vix St Futur 0.02% 299 $18K Add +190.3%
UNH Unitedhealth Group Inc. 0.01% 33 $17K No change
T AT&T Inc. 0.01% 860 $16K Add +0.1%
XOM Exxon Mobil Corp. 0.01% 141 $16K No change
FDX FedEx Corp. 0.01% 54 $16K No change
COST Costco Wholesale Corp. 0.01% 19 $16K Add +46.1%
MMM 3M Co. 0.01% 158 $16K No change
LYB Lyondellbasell Indu Class A 0.01% 154 $15K No change
TRV The Travelers Cos Inc. 0.01% 69 $14K New
SPR Spirit Aerosystems Hold Class A 0.01% 420 $14K No change
SKT Tanger Inc. 0.01% 500 $14K No change
VZ Verizon Communications Inc. 0.01% 324 $13K Add +0.3%
AMD Advanced Micro Devices 0.01% 80 $13K Add +37.9%
OKE Oneok Inc. 0.01% 155 $13K No change
LAND Gladstone Land Corp. 0.01% 876 $12K No change
USO United States Oil Fund LP 0.01% 150 $12K No change
PFE Pfizer Inc. 0.01% 416 $12K No change
TRMB Trimble Inc. 0.01% 200 $11K No change
HEI Heico Corp. 0.01% 50 $11K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $11K No change
CSX CSX Corp. 0.01% 315 $11K No change
JNJ Johnson & Johnson 0.01% 72 $11K No change
HSY The Hershey Co. 0.01% 57 $10K No change
MO Altria Group Inc. 0.01% 227 $10K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $10K No change
SONY Sony Group Corp. - SP ADR 0.01% 118 $10K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 248 $10K Add +0.4%
ORLY O'reilly Automotive Inc. 0.01% 9 $10K No change
KO The Coca-Cola Co. 0.01% 148 $9K No change
ARKK ARK Innovation ETF 0.01% 213 $9K No change
CYBR Cyberark Software Ltd./Israel 0.01% 34 $9K No change
KHC The Kraft Heinz Co. 0.01% 285 $9K No change
UPS United Parcel Service Class B 0.01% 65 $9K No change
IBIT iShares Bitcoin Trust ETF 0.01% 260 $9K New
SBUX Starbucks Corp. 0.01% 112 $9K No change
LUV Southwest Airlines Co. 0.01% 296 $8K No change
O Realty Income Corp. 0.01% 159 $8K No change
PPL PPL Corp. 0.01% 288 $8K No change
COIN Coinbase Global Inc. Class A 0.01% 33 $7K No change
WFC Wells Fargo & Co. 0.01% 118 $7K No change
BMY Bristol-Myers Squibb Co. 0.01% 167 $7K No change
MRNA Moderna Inc. 0.01% 55 $7K No change
XUSP Innovator Uncapped Acc US Eq 0.01% 171 $6K No change
LMT Lockheed Martin Corp. 0.01% 13 $6K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 11 $6K No change
CPER United States Copper Index 0.00% 200 $5K No change
USB US Bancorp 0.00% 135 $5K No change
MNST Monster Beverage Corp. 0.00% 100 $5K No change
AXP American Express Co. 0.00% 20 $5K No change
TLT iShares 20+ Year Treasury BD 0.00% 50 $5K No change
TMUS T-Mobile US Inc. 0.00% 26 $5K No change
ALE Allete Inc. 0.00% 70 $4K No change
DPZ Domino's Pizza Inc. 0.00% 8 $4K No change
ALLY Ally Financial Inc. 0.00% 100 $4K No change
GNL Global Net Lease Inc. 0.00% 534 $4K No change
AMZN Amazon.com Inc. 0.00% 20 $4K No change
DARE Dare Bioscience Inc. 0.00% 11,400 $4K New
BA The Boeing Co. 0.00% 21 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
SYM Symbotic Inc. 0.00% 100 $4K No change
COF Capital One Financial Corp. 0.00% 25 $3K No change
CVX Chevron Corp. 0.00% 21 $3K Add +110.0%
RTX RTX Corp. 0.00% 32 $3K No change
SHAK Shake Shack Inc. Class A 0.00% 35 $3K No change
TGT Target Corp. 0.00% 20 $3K No change
PYPL PayPal Holdings Inc. 0.00% 50 $3K No change
OKTA Okta Inc. 0.00% 30 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
KKR KKR & Co. Inc. 0.00% 25 $3K No change
XLF SS Financial Select Sector 0.00% 60 $2K No change
MET Metlife Inc. 0.00% 35 $2K No change
JPM JPMorgan Chase & Co. 0.00% 11 $2K Add +10.0%
IIPR Innovative Industrial Proper 0.00% 20 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $2K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
PARAA Paramount Global Class B 0.00% 200 $2K No change
SOLV Solventum Corp. 0.00% 39 $2K No change
WMT Walmart Inc. 0.00% 30 $2K No change
PRPL Purple Innovation Inc. 0.00% 1,921 $2K No change
CSCO Cisco Systems Inc. 0.00% 34 $2K No change
GILD Gilead Sciences Inc. 0.00% 23 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $2K No change
AI C3.AI Inc. Class A 0.00% 50 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
RIVN Rivian Automotive Inc. Class A 0.00% 100 $1K No change
CFFN Capitol Federal Financial Inc. 0.00% 226 $1K No change
CMP Compass Minerals Internation 0.00% 120 $1K No change
NKE Nike Inc. Class B 0.00% 16 $1K New
OGN Organon & Co. 0.00% 58 $1K No change
GLW Corning Inc. 0.00% 30 $1K No change
MSOS Advisorshares Pure US Cann 0.00% 155 $1K No change
KD Kyndryl Holdings Inc. 0.00% 42 $1K No change
CG The Carlyle Group Inc. 0.00% 22 $910 No change
MGM MGM Resorts International 0.00% 18 $799 No change
CRM Salesforce Inc. 0.00% 3 $771 No change
PLUG Plug Power Inc. 0.00% 300 $699 No change
GIS General Mills Inc. 0.00% 10 $632 No change
ARCC Ares Capital Corp. 0.00% 30 $625 No change
DNUT Krispy Kreme Inc. 0.00% 56 $602 No change
RBLX Roblox Corp. Class A 0.00% 16 $595 No change
BHF Brighthouse Financial Inc. 0.00% 13 $563 No change
AEI Alset Inc. 0.00% 335 $556 No change
VTRS Viatris Inc. 0.00% 51 $542 No change
SLQT Selectquote Inc. 0.00% 185 $510 No change
LICYQ Li-Cycle Holdings Corp. 0.00% 68 $444 Reduce -1.1%
CLNE Clean Energy Fuels Corp. 0.00% 160 $427 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 50 $421 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $357 No change
M Macy's Inc. 0.00% 10 $192 No change
NLOP Net Lease Office Property 0.00% 3 $73 No change
ONL Orion Properties Inc. filed as ORION OFFICE REIT INC 0.00% 15 $53 No change
SAVEQ Spirit Airlines Inc. 0.00% 11 $40 No change
LUMN Lumen Technologies Inc. 0.00% 26 $28 No change
LCID Lucid Group Inc. 0.00% 8 $20 No change
Lines left out (1) · $44 — a value with no share or principal amount
SecurityClassSharesValue
SCHB Schwab US Broad Market ETF US BRD MKT ETF0$44

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: $118.6M.

Portfolio Sells Q1 2024 → Q2 2024
IJH iShares Core S&P Midcap ETF Reduce -1.3% 5.57% −0.49
DGRO iShares Core Dividend Growth Reduce -0.5% 10.04% −0.49
IJR iShares Core S&P Small-Cap E Reduce -0.8% 5.16% −0.42
IVV iShares Core S&P 500 ETF Reduce -1.1% 42.60% −0.25
IWF iShares Russell 1000 Growth Reduce -47.3% 0.22% −0.18
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.9% 1.87% −0.15
DARE Dare Bioscience Inc. Sold out 0.00% −0.00
NFLX Netflix Inc. Reduce -14.0% 0.02% −0.00
BUZZ Vaneck Social Sentiment ETF Sold out 0.00% −0.00
LICYQ Li-Cycle Holdings Corp. Reduce -1.1% 0.00% −0.00
VGT Vanguard Info Tech ETF Reduce -2.0% 10.25% +0.41

Portfolio Buys Q1 2024 → Q2 2024
SGOV iShares 0-3 Month Treasury B Add +16.8% 15.55% +1.77
NVDA Nvidia Corp. Add +16.5% 0.09% +0.03
TRV The Travelers Cos Inc. New 0.01% +0.01
IBIT iShares Bitcoin Trust ETF New 0.01% +0.01
COST Costco Wholesale Corp. Add +46.1% 0.01% +0.01
SVXY Proshares Short Vix St Futur Add +190.3% 0.02% +0.01
DARE Dare Bioscience Inc. New 0.00% +0.00
AMD Advanced Micro Devices Add +37.9% 0.01% +0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.14% +0.00
CVX Chevron Corp. Add +110.0% 0.00% +0.00
NKE Nike Inc. Class B New 0.00% +0.00
T AT&T Inc. Add +0.1% 0.01% +0.00
BAC Bank of America Corp. Add +0.4% 0.01% +0.00
JPM JPMorgan Chase & Co. Add +10.0% 0.00% 0.00
VZ Verizon Communications Inc. Add +0.3% 0.01% −0.00
SCHD Schwab US DVD Equity ETF Add +0.9% 0.02% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 0.22% −0.01
SCHA Schwab US Small-Cap ETF Add +3.0% 5.12% −0.22

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