IFS Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), IFS Advisors, LLC reported 157 stock positions worth $126.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 42.1% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 15.7%) and iShares Core Dividend Growth (DGRO, 10.1%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 15 and reduced 6. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +8%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$126.3M (Q3 2024)
SEC Filing
0001765617-24-000006 ↗ filed Oct 15, 2024

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 $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 157 stocks · $126.3M
IVV iShares Core S&P 500 ETF 42.09% 92,133 $53.1M Reduce -0.2%
SGOV iShares 0-3 Month Treasury B 15.72% 197,113 $19.9M Add +7.6%
DGRO iShares Core Dividend Growth 10.13% 204,104 $12.8M Reduce -1.2%
VGT Vanguard Info Tech ETF 9.94% 21,406 $12.6M Add +1.6%
IJH iShares Core S&P Midcap ETF 5.63% 114,036 $7.1M Add +1.1%
IJR iShares Core S&P Small-Cap E 5.32% 57,469 $6.7M Add +0.2%
SCHA Schwab US Small-Cap ETF 5.25% 128,785 $6.6M Add +0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.97% 9,431 $2.5M Add +2.9%
IWB iShares Russell 1000 ETF 0.57% 2,300 $723K No change
AAPL Apple Inc. 0.33% 1,770 $413K No change
EPS Wisdomtree US Large Cap Fund 0.24% 5,063 $304K No change
BRK.B Berkshire Hathaway Inc. Class B 0.23% 640 $295K Add +1.1%
IWF iShares Russell 1000 Growth 0.20% 662 $249K Reduce -7.3%
ADP Automatic Data Processing 0.20% 891 $247K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 491 $208K No change
QQQ Invesco QQQ Trust Series 1 0.16% 414 $202K No change
VOO Vanguard S&P 500 ETF 0.13% 320 $169K Reduce -3.0%
V Visa Inc. Class A 0.12% 528 $145K No change
NVDA Nvidia Corp. 0.09% 905 $110K Add +0.9%
DE Deere & Co. 0.08% 251 $105K Add +136.8%
SPHD Invesco S&P 500 High Dividen 0.08% 1,987 $100K Reduce -4.9%
TSLA Tesla Inc. 0.08% 373 $98K No change
PG The Procter & Gamble Co. 0.06% 465 $81K No change
IWD iShares Russell 1000 Value E 0.06% 383 $73K No change
MRK Merck & Co. Inc. 0.05% 597 $68K No change
PDBC Invesco Optimum Yield Divers 0.05% 4,700 $63K No change
XEL Xcel Energy Inc. 0.05% 956 $62K No change
META Meta Platforms Inc. Class A 0.05% 107 $61K No change
AEP American Electric Power 0.05% 571 $59K No change
TPL Texas Pacific Land Corp. 0.05% 66 $58K No change
FLOT iShares Floating Rate Bond E 0.04% 1,000 $51K No change
SHY iShares 1-3 Year Treasury Bo 0.04% 600 $50K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $44K No change
ABBV Abbvie Inc. 0.03% 200 $39K No change
SCHD Schwab US DVD Equity ETF 0.03% 379 $32K Add +8.3%
NFLX Netflix Inc. 0.02% 43 $30K No change
MSFT Microsoft Corp. 0.02% 65 $28K No change
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $26K Add +1865.5%
HD Home Depot Inc. 0.02% 63 $26K No change
PNOV Innovator U.S. Equity Power 0.02% 650 $24K No change
BIP Brookfield Infrastructure Pa 0.02% 675 $24K No change
MMM 3M Co. 0.02% 158 $22K No change
F Ford Motor Co. filed as FORD MTR CO 0.02% 2,000 $21K No change
UNH Unitedhealth Group Inc. 0.02% 33 $20K No change
T AT&T Inc. 0.01% 861 $19K Add +0.1%
COST Costco Wholesale Corp. 0.01% 19 $17K No change
SKT Tanger Inc. 0.01% 500 $17K No change
XOM Exxon Mobil Corp. 0.01% 141 $17K No change
TRV The Travelers Cos Inc. 0.01% 69 $16K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $15K No change
FDX FedEx Corp. 0.01% 54 $15K No change
LYB Lyondellbasell Indu Class A 0.01% 154 $15K No change
VZ Verizon Communications Inc. 0.01% 324 $15K No change
OKE Oneok Inc. 0.01% 155 $14K No change
SPR Spirit Aerosystems Hold Class A 0.01% 420 $14K No change
AMD Advanced Micro Devices 0.01% 80 $13K No change
HEI Heico Corp. 0.01% 50 $13K No change
TRMB Trimble Inc. 0.01% 200 $12K No change
LAND Gladstone Land Corp. 0.01% 876 $12K No change
PFE Pfizer Inc. 0.01% 416 $12K No change
JNJ Johnson & Johnson 0.01% 72 $12K No change
MO Altria Group Inc. 0.01% 227 $12K No change
SONY Sony Group Corp. - SP ADR 0.01% 118 $11K No change
HSY The Hershey Co. 0.01% 57 $11K No change
SBUX Starbucks Corp. 0.01% 112 $11K No change
CSX CSX Corp. 0.01% 315 $11K No change
KO The Coca-Cola Co. 0.01% 148 $11K No change
USO United States Oil Fund LP 0.01% 150 $10K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $10K No change
ORLY O'reilly Automotive Inc. 0.01% 9 $10K No change
ARKK ARK Innovation ETF 0.01% 213 $10K No change
CRWD CrowdStrike Holdings Inc. Class A 0.01% 36 $10K New
O Realty Income Corp. 0.01% 159 $10K No change
KHC The Kraft Heinz Co. 0.01% 285 $10K No change
CYBR Cyberark Software Ltd./Israel 0.01% 34 $10K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 248 $10K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $10K No change
PPL PPL Corp. 0.01% 288 $10K No change
IBIT iShares Bitcoin Trust ETF 0.01% 260 $9K No change
UPS United Parcel Service Class B 0.01% 65 $9K No change
LUV Southwest Airlines Co. 0.01% 296 $9K No change
BMY Bristol-Myers Squibb Co. 0.01% 167 $9K No change
KKR KKR & Co. Inc. 0.01% 65 $8K Add +160.0%
LMT Lockheed Martin Corp. 0.01% 13 $8K No change
XUSP Innovator Uncapped Acc US Eq 0.01% 171 $7K No change
WFC Wells Fargo & Co. 0.01% 118 $7K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 11 $6K No change
USB US Bancorp 0.00% 135 $6K No change
COIN Coinbase Global Inc. Class A 0.00% 33 $6K No change
CPER United States Copper Index 0.00% 200 $6K No change
INTC Intel Corp. 0.00% 235 $6K New
AXP American Express Co. 0.00% 20 $5K No change
TMUS T-Mobile US Inc. 0.00% 26 $5K No change
MNST Monster Beverage Corp. 0.00% 100 $5K No change
TLT iShares 20+ Year Treasury BD 0.00% 50 $5K No change
GNL Global Net Lease Inc. 0.00% 534 $4K No change
ALE Allete Inc. 0.00% 70 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
PYPL PayPal Holdings Inc. 0.00% 50 $4K No change
RTX RTX Corp. 0.00% 32 $4K No change

Show all 157 holdings

Lines left out (1) · $46 — a value with no share or principal amount
SecurityClassSharesValue
SCHB Schwab US Broad Market ETF US BRD MKT ETF0$46

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: $126.3M.

Portfolio Sells Q2 2024 → Q3 2024
IVV iShares Core S&P 500 ETF Reduce -0.2% 42.09% −0.52
IWF iShares Russell 1000 Growth Reduce -7.3% 0.20% −0.02
VOO Vanguard S&P 500 ETF Reduce -3.0% 0.13% −0.01
DARE Dare Bioscience Inc. Reduce -91.7% 0.00% −0.00
LCID Lucid Group Inc. Sold out 0.00% 0.00
SPHD Invesco S&P 500 High Dividen Reduce -4.9% 0.08% +0.00
DGRO iShares Core Dividend Growth Reduce -1.2% 10.13% +0.09

Portfolio Buys Q2 2024 → Q3 2024
SGOV iShares 0-3 Month Treasury B Add +7.6% 15.72% +0.17
IJR iShares Core S&P Small-Cap E Add +0.2% 5.32% +0.16
SCHA Schwab US Small-Cap ETF Add +0.7% 5.25% +0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.9% 1.97% +0.10
IJH iShares Core S&P Midcap ETF Add +1.1% 5.63% +0.06
DE Deere & Co. Add +136.8% 0.08% +0.05
CFFN Capitol Federal Financial Inc. Add +1865.5% 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 0.23% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.01% +0.01
KKR KKR & Co. Inc. Add +160.0% 0.01% +0.00
INTC Intel Corp. New 0.00% +0.00
SCHD Schwab US DVD Equity ETF Add +8.3% 0.03% +0.00
T AT&T Inc. Add +0.1% 0.01% +0.00
NKE Nike Inc. Class B Add +75.0% 0.00% +0.00
CVX Chevron Corp. Add +14.3% 0.00% 0.00
OXBRIDGE ACQUISITION CORP New 0.00% 0.00
NVDA Nvidia Corp. Add +0.9% 0.09% −0.01
VGT Vanguard Info Tech ETF Add +1.6% 9.94% −0.30

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