IFS Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), IFS Advisors, LLC reported 170 stock positions worth $132.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.6% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 16.3%) and iShares Core MSCI Eafe ETF (IEFA, 12.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 35, added to 19 and reduced 32. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +50268%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −30%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$132.2M (Q2 2025)
SEC Filing
0001765617-25-000007 ↗ filed Jul 22, 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 Q1 2025 Q2 2025: $132.2M $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 170 stocks · $132.2M
IVV iShares Core S&P 500 ETF 29.61% 63,019 $39.1M Reduce -29.9%
SGOV iShares 0-3 Month Treasury B 16.28% 213,689 $21.5M Add +4.4%
IEFA iShares Core MSCI Eafe ETF 12.06% 190,896 $15.9M Add +50268.3%
DGRO iShares Core Dividend Growth 9.96% 205,834 $13.2M Reduce -0.3%
SCHG Schwab US Large-Cap Growth 8.89% 402,260 $11.8M New
IJH iShares Core S&P Midcap ETF 7.54% 160,599 $10.0M Add +44.3%
IJR iShares Core S&P Small-Cap E 6.98% 84,393 $9.2M Add +48.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.79% 13,181 $3.7M Add +31.6%
SCHA Schwab US Small-Cap ETF 0.96% 50,356 $1.3M Reduce -80.3%
IWB iShares Russell 1000 ETF 0.55% 2,141 $727K Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.45% 1,213 $589K Add +0.6%
AAPL Apple Inc. 0.29% 1,876 $385K Reduce -5.1%
IWF iShares Russell 1000 Growth 0.24% 737 $313K Add +22.4%
EPS Wisdomtree US Large Cap Fund 0.24% 4,873 $312K Reduce -3.8%
ADP Automatic Data Processing 0.21% 891 $275K No change
QQQ Invesco QQQ Trust Series 1 0.17% 414 $228K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 491 $216K No change
CAH Cardinal Health Inc. 0.16% 1,280 $215K Add +23.4%
V Visa Inc. Class A 0.14% 528 $187K No change
NVDA Nvidia Corp. 0.13% 1,091 $172K Add +0.7%
TSLA Tesla Inc. 0.13% 542 $172K Add +0.4%
VOO Vanguard S&P 500 ETF 0.11% 265 $151K Reduce -8.3%
DE Deere & Co. 0.10% 251 $128K No change
SPHD Invesco S&P 500 High Dividen 0.07% 2,072 $99K Add +4.3%
XUSP Innovator Uncapped Acc US Eq 0.07% 2,196 $92K No change
AMZN Amazon.com Inc. 0.07% 412 $90K Add +22.6%
META Meta Platforms Inc. Class A 0.06% 107 $79K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 149 $76K No change
IWD iShares Russell 1000 Value E 0.06% 383 $74K No change
PG The Procter & Gamble Co. 0.06% 465 $74K No change
NFLX Netflix Inc. 0.05% 53 $71K No change
TPL Texas Pacific Land Corp. 0.05% 66 $70K No change
XEL Xcel Energy Inc. 0.05% 956 $65K Reduce -17.3%
VGT Vanguard Info Tech ETF 0.05% 96 $64K Reduce -99.5%
PDBC Invesco Optimum Yield Divers 0.05% 4,700 $61K No change
AEP American Electric Power 0.04% 571 $59K Reduce -34.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 197 $58K No change
VZ Verizon Communications Inc. 0.04% 1,226 $53K Reduce -5.0%
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
MRK Merck & Co. Inc. 0.04% 597 $47K Reduce -31.9%
PFE Pfizer Inc. 0.03% 1,820 $44K Reduce -54.3%
F Ford Motor Co. filed as FORD MTR CO 0.03% 3,795 $41K Reduce -7.3%
ABBV Abbvie Inc. 0.03% 200 $37K Reduce -60.0%
VEA Vanguard Ftse Developed ETF 0.03% 611 $35K New
SCHD Schwab US DVD Equity ETF 0.03% 1,266 $34K Add +17.4%
CVX Chevron Corp. 0.02% 217 $31K Add +1.9%
MSFT Microsoft Corp. 0.02% 56 $28K Reduce -62.7%
UPS United Parcel Service Class B 0.02% 274 $28K No change
AVGO Broadcom Inc. 0.02% 100 $28K No change
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $27K No change
GOOG Alphabet Inc. Class C 0.02% 150 $27K Add +400.0%
AMD Advanced Micro Devices 0.02% 180 $26K No change
T AT&T Inc. 0.02% 862 $25K Reduce -74.1%
MMM 3M Co. 0.02% 158 $24K Reduce -71.7%
HD Home Depot Inc. 0.02% 63 $23K Reduce -61.4%
XOM Exxon Mobil Corp. 0.02% 211 $23K Reduce -91.3%
IWM iShares Russell 2000 ETF 0.02% 105 $23K New
BIP Brookfield Infrastructure Pa 0.02% 675 $23K No change
COST Costco Wholesale Corp. 0.01% 19 $19K No change
TRV The Travelers Cos Inc. 0.01% 69 $18K No change
CYBR Cyberark Software Ltd./Israel 0.01% 41 $17K No change
HEI Heico Corp. 0.01% 50 $16K No change
IBIT iShares Bitcoin Trust ETF 0.01% 260 $16K No change
KKR KKR & Co. Inc. 0.01% 119 $16K No change
DOW Dow Inc. 0.01% 585 $15K Reduce -25.5%
SONY Sony Group Corp. - SP ADR 0.01% 590 $15K No change
SKT Tanger Inc. 0.01% 500 $15K No change
TRMB Trimble Inc. 0.01% 200 $15K No change
ARKK ARK Innovation ETF 0.01% 213 $15K No change
DIVO Amplify CWP Enhan Divid ETF 0.01% 341 $15K New
USO United States Oil Fund LP 0.01% 186 $14K Add +24.0%
NKE Nike Inc. Class B 0.01% 189 $13K Add +575.0%
MO Altria Group Inc. 0.01% 227 $13K Reduce -76.8%
SNOW Snowflake Inc. 0.01% 58 $13K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $13K No change
OKE Oneok Inc. 0.01% 155 $13K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $13K Reduce -48.7%
ORLY O'reilly Automotive Inc. 0.01% 135 $12K No change
UBER Uber Technologies Inc. 0.01% 130 $12K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 249 $12K No change
COIN Coinbase Global Inc. Class A 0.01% 33 $12K No change
JNJ Johnson & Johnson 0.01% 72 $11K Reduce -67.6%
LNG Cheniere Energy Inc. 0.01% 44 $11K No change
UNH Unitedhealth Group Inc. 0.01% 33 $11K No change
KO The Coca-Cola Co. 0.01% 148 $10K Reduce -40.3%
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $10K No change
CSX CSX Corp. 0.01% 315 $10K Reduce -59.1%
SBUX Starbucks Corp. 0.01% 112 $10K No change
ISRG Intuitive Surgical Inc. 0.01% 18 $10K No change
PPL PPL Corp. 0.01% 288 $10K No change
LUV Southwest Airlines Co. 0.01% 296 $10K No change
HSY The Hershey Co. 0.01% 57 $9K No change
WFC Wells Fargo & Co. 0.01% 118 $9K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $9K No change
DELL Dell Technologies -C 0.01% 75 $9K No change
O Realty Income Corp. 0.01% 159 $9K No change
PK Park Hotels & Resorts Inc. 0.01% 893 $9K New
LAND Gladstone Land Corp. 0.01% 876 $9K No change
KNTK Kinetik Holdings Inc. 0.01% 200 $9K No change

Show all 170 holdings

Portfolio Sells Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Reduce -29.9% 29.61% −11.43
VGT Vanguard Info Tech ETF Reduce -99.5% 0.05% −8.83
SCHA Schwab US Small-Cap ETF Reduce -80.3% 0.96% −3.89
DGRO iShares Core Dividend Growth Reduce -0.3% 9.96% −0.40
XOM Exxon Mobil Corp. Reduce -91.3% 0.02% −0.22
AAPL Apple Inc. Reduce -5.1% 0.29% −0.07
PM Philip Morris International Sold out 0.00% −0.06
WMT Walmart Inc. Reduce -96.8% 0.00% −0.06
T AT&T Inc. Reduce -74.1% 0.02% −0.06
ABBV Abbvie Inc. Reduce -60.0% 0.03% −0.06
PFE Pfizer Inc. Reduce -54.3% 0.03% −0.05
MMM 3M Co. Reduce -71.7% 0.02% −0.05
GD General Dynamics Corp. Sold out 0.00% −0.04
MO Altria Group Inc. Reduce -76.8% 0.01% −0.04
AEP American Electric Power Reduce -34.4% 0.04% −0.03
HD Home Depot Inc. Reduce -61.4% 0.02% −0.03
LOW Lowe's Cos Inc. Sold out 0.00% −0.03
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.03
MRK Merck & Co. Inc. Reduce -31.9% 0.04% −0.03
ETR Entergy Corp. Sold out 0.00% −0.03
MSFT Microsoft Corp. Reduce -62.7% 0.02% −0.02
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.02
JNJ Johnson & Johnson Reduce -67.6% 0.01% −0.02
ABT Abbott Laboratories Sold out 0.00% −0.02
DUK Duke Energy Corp. Sold out 0.00% −0.02
XEL Xcel Energy Inc. Reduce -17.3% 0.05% −0.02
SPR Spirit Aerosystems Hold Class A Sold out 0.00% −0.01
KHC The Kraft Heinz Co. Reduce -58.4% 0.01% −0.01
FDX FedEx Corp. Sold out 0.00% −0.01
RTX RTX Corp. Reduce -75.8% 0.00% −0.01
CSX CSX Corp. Reduce -59.1% 0.01% −0.01
DOW Dow Inc. Reduce -25.5% 0.01% −0.01
CBSH Commerce Bancshares Inc. Sold out 0.00% −0.01
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.01
IP International Paper Co. Sold out 0.00% −0.01
SCHQ Schwab Long-Term US Treasury Sold out 0.00% −0.01
EPS Wisdomtree US Large Cap Fund Reduce -3.8% 0.24% −0.01
VZ Verizon Communications Inc. Reduce -5.0% 0.04% −0.01
POR Portland General Electric Co. Sold out 0.00% −0.01
CWEN.A Clearway Energy Inc. Class A Sold out 0.00% −0.01
KMI Kinder Morgan Inc. Sold out 0.00% −0.01
VOO Vanguard S&P 500 ETF Reduce -8.3% 0.11% −0.01
KO The Coca-Cola Co. Reduce -40.3% 0.01% −0.01
DIS The Walt Disney Co. Reduce -48.7% 0.01% −0.01
CNP Centerpoint Energy Inc. Sold out 0.00% −0.01
GE General Electric Sold out 0.00% −0.01
RF Regions Financial Corp. Sold out 0.00% −0.01
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.00
ENB Enbridge Inc. Sold out 0.00% −0.00
PGX Invesco Preferred ETF Sold out 0.00% −0.00

Portfolio Buys Q1 2025 → Q2 2025
IEFA iShares Core MSCI Eafe ETF Add +50268.3% 12.06% +12.03
SCHG Schwab US Large-Cap Growth New 8.89% +8.89
IJH iShares Core S&P Midcap ETF Add +44.3% 7.54% +2.26
IJR iShares Core S&P Small-Cap E Add +48.5% 6.98% +2.15
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +31.6% 2.79% +0.69
IWF iShares Russell 1000 Growth Add +22.4% 0.24% +0.06
CAH Cardinal Health Inc. Add +23.4% 0.16% +0.05
NVDA Nvidia Corp. Add +0.7% 0.13% +0.04
VEA Vanguard Ftse Developed ETF New 0.03% +0.03
IWM iShares Russell 2000 ETF New 0.02% +0.02
TSLA Tesla Inc. Add +0.4% 0.13% +0.02
AMZN Amazon.com Inc. Add +22.6% 0.07% +0.02
GOOG Alphabet Inc. Class C Add +400.0% 0.02% +0.02
DIVO Amplify CWP Enhan Divid ETF New 0.01% +0.01
NKE Nike Inc. Class B Add +575.0% 0.01% +0.01
PK Park Hotels & Resorts Inc. New 0.01% +0.01
NSA National Storage Affiliates New 0.00% +0.00
SCHD Schwab US DVD Equity ETF Add +17.4% 0.03% +0.00
USO United States Oil Fund LP Add +24.0% 0.01% +0.00
BHF Brighthouse Financial Inc. Add +38.5% 0.00% +0.00
GILD Gilead Sciences Inc. Add +4.3% 0.00% −0.00
CVX Chevron Corp. Add +1.9% 0.02% −0.01
SPHD Invesco S&P 500 High Dividen Add +4.3% 0.07% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.45% −0.08
SGOV iShares 0-3 Month Treasury B Add +4.4% 16.28% −0.45

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