IFS Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), IFS Advisors, LLC reported 199 stock positions worth $123.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 41.0% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 16.7%) and iShares Core Dividend Growth (DGRO, 10.4%). Compared with Q4 2024, it opened 17 new positions, sold out of 6, added to 34 and reduced 9. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +4%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −2%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$123.2M (Q1 2025)
SEC Filing
0001765617-25-000005 ↗ filed Apr 10, 2025

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 $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 199 stocks · $123.2M
IVV iShares Core S&P 500 ETF 41.04% 89,947 $50.5M Reduce -0.2%
SGOV iShares 0-3 Month Treasury B 16.73% 204,698 $20.6M Add +4.3%
DGRO iShares Core Dividend Growth 10.36% 206,504 $12.8M Add +1.2%
VGT Vanguard Info Tech ETF 8.88% 20,169 $10.9M Reduce -1.6%
IJH iShares Core S&P Midcap ETF 5.27% 111,294 $6.5M Add +0.1%
SCHA Schwab US Small-Cap ETF 4.85% 255,019 $6.0M Add +1.2%
IJR iShares Core S&P Small-Cap E 4.83% 56,834 $5.9M Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.10% 10,013 $2.6M Add +5.4%
IWB iShares Russell 1000 ETF 0.54% 2,159 $662K Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 1,206 $642K Add +12.8%
AAPL Apple Inc. 0.36% 1,976 $439K Reduce -1.0%
EPS Wisdomtree US Large Cap Fund 0.24% 5,063 $300K No change
XOM Exxon Mobil Corp. 0.23% 2,427 $289K Add +3.0%
ADP Automatic Data Processing 0.22% 891 $272K No change
IWF iShares Russell 1000 Growth 0.18% 602 $217K Reduce -4.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 491 $206K No change
QQQ Invesco QQQ Trust Series 1 0.16% 414 $194K No change
V Visa Inc. Class A 0.15% 528 $185K No change
VOO Vanguard S&P 500 ETF 0.12% 289 $149K Reduce -7.4%
CAH Cardinal Health Inc. 0.12% 1,037 $143K New
TSLA Tesla Inc. 0.11% 540 $140K Add +44.8%
DE Deere & Co. 0.10% 251 $118K No change
NVDA Nvidia Corp. 0.10% 1,084 $117K Add +2.3%
ABBV Abbvie Inc. 0.09% 500 $105K No change
PFE Pfizer Inc. 0.08% 3,986 $101K Add +7.9%
SPHD Invesco S&P 500 High Dividen 0.08% 1,987 $100K No change
AEP American Electric Power 0.08% 871 $95K No change
T AT&T Inc. 0.08% 3,330 $94K Add +0.0%
TPL Texas Pacific Land Corp. 0.07% 66 $87K No change
XUSP Innovator Uncapped Acc US Eq 0.07% 2,196 $82K Add +1184.2%
MMM 3M Co. 0.07% 558 $82K No change
XEL Xcel Energy Inc. 0.07% 1,156 $82K No change
WMT Walmart Inc. 0.07% 930 $82K No change
PG The Procter & Gamble Co. 0.06% 465 $79K No change
PM Philip Morris International 0.06% 500 $79K No change
MRK Merck & Co. Inc. 0.06% 876 $79K Add +9.9%
IWD iShares Russell 1000 Value E 0.06% 383 $72K No change
PDBC Invesco Optimum Yield Divers 0.05% 4,700 $64K No change
AMZN Amazon.com Inc. 0.05% 336 $64K Reduce -2.6%
META Meta Platforms Inc. Class A 0.05% 107 $62K No change
HD Home Depot Inc. 0.05% 163 $60K No change
MO Altria Group Inc. 0.05% 977 $59K No change
VZ Verizon Communications Inc. 0.05% 1,290 $59K Add +15.7%
MSFT Microsoft Corp. 0.05% 150 $57K Add +50.0%
GD General Dynamics Corp. 0.04% 200 $55K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 149 $53K Add +313.9%
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
NFLX Netflix Inc. 0.04% 53 $49K Add +23.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 197 $49K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,095 $41K No change
LOW Lowe's Cos Inc. 0.03% 160 $37K Add +60.0%
JNJ Johnson & Johnson 0.03% 222 $37K Add +29.1%
BMY Bristol-Myers Squibb Co. 0.03% 600 $37K Reduce -21.8%
CVX Chevron Corp. 0.03% 213 $36K Add +119.6%
ETR Entergy Corp. 0.03% 400 $34K No change
SCHD Schwab US DVD Equity ETF 0.02% 1,078 $30K No change
UPS United Parcel Service Class B 0.02% 274 $30K Add +26.9%
SCHX Schwab US Large-Cap ETF 0.02% 1,310 $29K Add +0.3%
IEFA iShares Core MSCI Eafe ETF 0.02% 379 $29K New
DOW Dow Inc. 0.02% 785 $27K Add +31.3%
ABT Abbott Laboratories 0.02% 200 $27K No change
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $25K No change
DUK Duke Energy Corp. 0.02% 200 $24K No change
CSX CSX Corp. 0.02% 771 $23K Add +144.8%
KHC The Kraft Heinz Co. 0.02% 685 $21K No change
BIP Brookfield Infrastructure Pa 0.02% 675 $20K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 199 $20K Add +95.1%
AMD Advanced Micro Devices 0.01% 180 $18K Add +125.0%
TRV The Travelers Cos Inc. 0.01% 69 $18K No change
COST Costco Wholesale Corp. 0.01% 19 $18K No change
KO The Coca-Cola Co. 0.01% 248 $18K No change
UNH Unitedhealth Group Inc. 0.01% 33 $18K No change
RTX RTX Corp. 0.01% 132 $17K No change
SKT Tanger Inc. 0.01% 500 $17K No change
AVGO Broadcom Inc. 0.01% 100 $17K New
OKE Oneok Inc. 0.01% 155 $15K No change
SONY Sony Group Corp. - SP ADR 0.01% 590 $15K No change
SPR Spirit Aerosystems Hold Class A 0.01% 420 $14K No change
CYBR Cyberark Software Ltd./Israel 0.01% 41 $14K Add +20.6%
KKR KKR & Co. Inc. 0.01% 119 $14K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $14K No change
HEI Heico Corp. 0.01% 50 $13K No change
FDX FedEx Corp. 0.01% 54 $13K No change
TRMB Trimble Inc. 0.01% 200 $13K No change
ORLY O'reilly Automotive Inc. 0.01% 9 $13K No change
IBIT iShares Bitcoin Trust ETF 0.01% 260 $12K No change
CBSH Commerce Bancshares Inc. 0.01% 195 $12K New
USO United States Oil Fund LP 0.01% 150 $12K No change
SBUX Starbucks Corp. 0.01% 112 $11K No change
LYB Lyondellbasell Indu Class A 0.01% 154 $11K No change
IP International Paper Co. 0.01% 200 $11K No change
PPL PPL Corp. 0.01% 288 $10K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 249 $10K Add +0.4%
KNTK Kinetik Holdings Inc. 0.01% 200 $10K No change
LNG Cheniere Energy Inc. 0.01% 44 $10K New
ARKK ARK Innovation ETF 0.01% 213 $10K No change
LUV Southwest Airlines Co. 0.01% 296 $10K No change
SCHQ Schwab Long-Term US Treasury 0.01% 300 $10K No change
HSY The Hershey Co. 0.01% 57 $10K No change
UBER Uber Technologies Inc. 0.01% 130 $9K New
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $9K No change
O Realty Income Corp. 0.01% 159 $9K No change
LAND Gladstone Land Corp. 0.01% 876 $9K No change
POR Portland General Electric Co. 0.01% 200 $9K No change
ISRG Intuitive Surgical Inc. 0.01% 18 $9K New
KMI Kinder Morgan Inc. 0.01% 300 $9K No change
CWEN.A Clearway Energy Inc. Class A 0.01% 300 $9K No change
SNOW Snowflake Inc. 0.01% 58 $8K No change
WFC Wells Fargo & Co. 0.01% 118 $8K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $8K No change
TLT iShares 20+ Year Treasury BD 0.01% 82 $7K Add +64.0%
CNP Centerpoint Energy Inc. 0.01% 200 $7K No change
TMUS T-Mobile US Inc. 0.01% 26 $7K No change
DELL Dell Technologies -C 0.01% 75 $7K No change
GE General Electric filed as GE AEROSPACE 0.01% 33 $7K New
RF Regions Financial Corp. 0.01% 300 $7K No change
CPER United States Copper Index 0.01% 200 $6K No change
MNST Monster Beverage Corp. 0.00% 100 $6K No change
LMT Lockheed Martin Corp. 0.00% 13 $6K No change
USB US Bancorp 0.00% 135 $6K No change
COIN Coinbase Global Inc. Class A 0.00% 33 $6K No change
AXP American Express Co. 0.00% 20 $5K No change
INTC Intel Corp. 0.00% 235 $5K No change
TAP Molson Coors Beverage Co. Class B 0.00% 80 $5K New
GOOG Alphabet Inc. Class C 0.00% 30 $5K New
ALE Allete Inc. 0.00% 70 $5K No change
PGX Invesco Preferred ETF 0.00% 400 $4K Add +33.3%
COF Capital One Financial Corp. 0.00% 25 $4K No change
ENB Enbridge Inc. 0.00% 100 $4K No change
GNL Global Net Lease Inc. 0.00% 534 $4K No change
GIS General Mills Inc. 0.00% 69 $4K Add +590.0%
SPTN Spartannash Co. 0.00% 200 $4K No change
NAVI Navient Corp. 0.00% 300 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
SHEL Shell PLC-ADR 0.00% 51 $4K New
SYM Symbotic Inc. 0.00% 182 $4K Add +82.0%
DPZ Domino's Pizza Inc. 0.00% 8 $4K No change
ALLY Ally Financial Inc. 0.00% 100 $4K No change
AIQ Global X Art Intel & Tech 0.00% 100 $4K No change
BA The Boeing Co. 0.00% 21 $4K No change
TRMD Torm PLC-A 0.00% 200 $3K No change
OKTA Okta Inc. 0.00% 30 $3K No change
SHAK Shake Shack Inc. Class A 0.00% 35 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
XLF SS Financial Select Sector 0.00% 60 $3K No change
SOLV Solventum Corp. 0.00% 39 $3K No change
OBDC Blue Owl Capital Corp. 0.00% 200 $3K No change
COAL Range Global Coal Index ETF filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 165 $3K No change
MET Metlife Inc. 0.00% 35 $3K No change
DARE Dare Bioscience Inc. 0.00% 950 $3K No change
JPM JPMorgan Chase & Co. 0.00% 11 $3K No change
GILD Gilead Sciences Inc. 0.00% 23 $3K No change
ASML ASML Holding NV-NY Reg SHS 0.00% 4 $3K New
CTVA Corteva Inc. 0.00% 37 $2K New
WBD Warner Bros Discovery Inc. 0.00% 205 $2K No change
CSCO Cisco Systems Inc. 0.00% 35 $2K No change
TGT Target Corp. 0.00% 20 $2K No change
CRSP Crispr Therapeutics AG 0.00% 59 $2K New
FXI iShares China Large-Cap ETF 0.00% 55 $2K No change
NET Cloudflare Inc. Class A 0.00% 17 $2K New
S Sentinelone Inc. Class A 0.00% 100 $2K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
NKE Nike Inc. Class B 0.00% 28 $2K No change
PYPL PayPal Holdings Inc. 0.00% 25 $2K Reduce -50.0%
ARM Arm Holdings PLC-ADR 0.00% 15 $2K New
MRNA Moderna Inc. 0.00% 55 $2K No change
PRPL Purple Innovation Inc. 0.00% 1,921 $1K No change
GLW Corning Inc. 0.00% 30 $1K No change
XYZ Block Inc. 0.00% 25 $1K New
PRU Prudential Financial Inc. 0.00% 12 $1K No change
KD Kyndryl Holdings Inc. 0.00% 42 $1K No change
RIVN Rivian Automotive Inc. Class A 0.00% 100 $1K No change
CMP Compass Minerals Internation 0.00% 120 $1K No change
IIPR Innovative Industrial Proper 0.00% 20 $1K No change
CRM Salesforce Inc. 0.00% 4 $1K Add +33.3%
AI C3.AI Inc. Class A 0.00% 50 $1K No change
CG The Carlyle Group Inc. 0.00% 23 $1K No change
RBLX Roblox Corp. Class A 0.00% 16 $932 No change
OGN Organon & Co. 0.00% 58 $863 No change
BHF Brighthouse Financial Inc. 0.00% 13 $753 No change
ARCC Ares Capital Corp. 0.00% 30 $664 No change
SLQT Selectquote Inc. 0.00% 185 $617 No change
MGM MGM Resorts International 0.00% 18 $533 No change
VTRS Viatris Inc. 0.00% 51 $444 No change
PLUG Plug Power Inc. 0.00% 300 $405 No change
MSOS Advisorshares Pure US Cann 0.00% 155 $404 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $360 No change
ELDN Eledon Pharmaceuticals Inc. 0.00% 100 $339 No change
AEI Alset Inc. 0.00% 335 $331 No change
DNUT Krispy Kreme Inc. 0.00% 56 $275 No change
CLNE Clean Energy Fuels Corp. 0.00% 160 $248 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 50 $151 No change
M Macy's Inc. 0.00% 10 $125 No change
LUMN Lumen Technologies Inc. 0.00% 26 $101 No change
NLOP Net Lease Office Property 0.00% 3 $94 No change
SCHB Schwab US Broad Market ETF 0.00% 1 $36 No change
ONL Orion Properties Inc. 0.00% 15 $32 No change
LICYQ Li-Cycle Holdings Corp. 0.00% 68 $24 No change

Portfolio Sells Q4 2024 → Q1 2025
VGT Vanguard Info Tech ETF Reduce -1.6% 8.88% −1.14
IVV iShares Core S&P 500 ETF Reduce -0.2% 41.04% −0.68
AAPL Apple Inc. Reduce -1.0% 0.36% −0.04
IWB iShares Russell 1000 ETF Reduce -2.9% 0.54% −0.03
IWF iShares Russell 1000 Growth Reduce -4.6% 0.18% −0.02
VOO Vanguard S&P 500 ETF Reduce -7.4% 0.12% −0.01
AMZN Amazon.com Inc. Reduce -2.6% 0.05% −0.01
BMY Bristol-Myers Squibb Co. Reduce -21.8% 0.03% −0.00
PYPL PayPal Holdings Inc. Reduce -50.0% 0.00% −0.00
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.00
PARAA Paramount Global Class B Sold out 0.00% −0.00
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.00
GOVX Geovax Labs Inc. Sold out 0.00% −0.00
SAVEQ Spirit Airlines Inc. Sold out 0.00% 0.00

Portfolio Buys Q4 2024 → Q1 2025
SGOV iShares 0-3 Month Treasury B Add +4.3% 16.73% +1.26
DGRO iShares Core Dividend Growth Add +1.2% 10.36% +0.52
BRK.B Berkshire Hathaway Inc. Class B Add +12.8% 0.52% +0.14
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.4% 2.10% +0.13
CAH Cardinal Health Inc. New 0.12% +0.12
XUSP Innovator Uncapped Acc US Eq Add +1184.2% 0.07% +0.06
XOM Exxon Mobil Corp. Add +3.0% 0.23% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +313.9% 0.04% +0.03
IEFA iShares Core MSCI Eafe ETF New 0.02% +0.02
CVX Chevron Corp. Add +119.6% 0.03% +0.02
T AT&T Inc. Add +0.0% 0.08% +0.02
AVGO Broadcom Inc. New 0.01% +0.01
MSFT Microsoft Corp. Add +50.0% 0.05% +0.01
VZ Verizon Communications Inc. Add +15.7% 0.05% +0.01
LOW Lowe's Cos Inc. Add +60.0% 0.03% +0.01
CSX CSX Corp. Add +144.8% 0.02% +0.01
JNJ Johnson & Johnson Add +29.1% 0.03% +0.01
NFLX Netflix Inc. Add +23.3% 0.04% +0.01
CBSH Commerce Bancshares Inc. New 0.01% +0.01
LNG Cheniere Energy Inc. New 0.01% +0.01
UBER Uber Technologies Inc. New 0.01% +0.01
AMD Advanced Micro Devices Add +125.0% 0.01% +0.01
ISRG Intuitive Surgical Inc. New 0.01% +0.01
DIS The Walt Disney Co. Add +95.1% 0.02% +0.01
GE General Electric New 0.01% +0.01
PFE Pfizer Inc. Add +7.9% 0.08% +0.01
TAP Molson Coors Beverage Co. Class B New 0.00% +0.00
GOOG Alphabet Inc. Class C New 0.00% +0.00
DOW Dow Inc. Add +31.3% 0.02% +0.00
UPS United Parcel Service Class B Add +26.9% 0.02% +0.00
SHEL Shell PLC-ADR New 0.00% +0.00
GIS General Mills Inc. Add +590.0% 0.00% +0.00
TLT iShares 20+ Year Treasury BD Add +64.0% 0.01% +0.00
CYBR Cyberark Software Ltd./Israel Add +20.6% 0.01% +0.00
ASML ASML Holding NV-NY Reg SHS New 0.00% +0.00
CTVA Corteva Inc. New 0.00% +0.00
NET Cloudflare Inc. Class A New 0.00% +0.00
CRSP Crispr Therapeutics AG New 0.00% +0.00
MRK Merck & Co. Inc. Add +9.9% 0.06% +0.00
ARM Arm Holdings PLC-ADR New 0.00% +0.00
XYZ Block Inc. New 0.00% +0.00
SYM Symbotic Inc. Add +82.0% 0.00% +0.00
PGX Invesco Preferred ETF Add +33.3% 0.00% +0.00
CRM Salesforce Inc. Add +33.3% 0.00% +0.00
BAC Bank of America Corp. Add +0.4% 0.01% −0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.02% −0.00
TSLA Tesla Inc. Add +44.8% 0.11% −0.00
NVDA Nvidia Corp. Add +2.3% 0.10% −0.02
IJH iShares Core S&P Midcap ETF Add +0.1% 5.27% −0.17
SCHA Schwab US Small-Cap ETF Add +1.2% 4.85% −0.27

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