IFS Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), IFS Advisors, LLC reported 177 stock positions worth $170.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.2% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 12.5%) and iShares Core MSCI Eafe ETF (IEFA, 10.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 2, added to 12 and reduced 7. The biggest buy was a new position in iShares Ibonds Dec 2026 Term (IBDR) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$170.9M (Q3 2025)
SEC Filing
0001765617-25-000010 ↗ filed Oct 15, 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 Q2 2025 Q3 2025: $170.9M $170.9M Q3 2025 Q4 2025: $192.5M Q4 2025 Q1 2026: $194.0M Q1 2026 Q2 2026: $208.8M Q2 2026

Holdings 177 stocks · $170.9M
IVV iShares Core S&P 500 ETF 24.25% 61,913 $41.4M Reduce -1.8%
SGOV iShares 0-3 Month Treasury B 12.48% 211,757 $21.3M Reduce -0.9%
IEFA iShares Core MSCI Eafe ETF 10.15% 198,748 $17.4M Add +4.1%
DGRO iShares Core Dividend Growth 8.21% 206,124 $14.0M Add +0.1%
SCHG Schwab US Large-Cap Growth 7.37% 394,455 $12.6M Reduce -1.9%
IBDR iShares Ibonds Dec 2026 Term 6.64% 467,228 $11.4M New
IJH iShares Core S&P Midcap ETF 6.18% 161,812 $10.6M Add +0.8%
IJR iShares Core S&P Small-Cap E 5.87% 84,415 $10.0M Add +0.0%
BND Vanguard Total Bond Market 3.99% 91,601 $6.8M New
BSCQ Invesco Bulletshares 2026 CB 2.75% 240,381 $4.7M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.31% 13,438 $3.9M Add +1.9%
AGG iShares Core U.S. Aggregate 2.30% 39,151 $3.9M New
TFLO iShares Treasury Floating Ra 1.68% 56,798 $2.9M New
USFR Wisdomtree Floating Rate Tre 0.90% 30,502 $1.5M New
SCHA Schwab US Small-Cap ETF 0.85% 52,281 $1.5M Add +3.8%
IWB iShares Russell 1000 ETF 0.46% 2,141 $782K No change
BRK.B Berkshire Hathaway Inc. Class B 0.36% 1,213 $610K No change
AAPL Apple Inc. 0.28% 1,894 $482K Add +1.0%
EPS Wisdomtree US Large Cap Fund 0.20% 4,873 $336K No change
IWF iShares Russell 1000 Growth 0.19% 694 $325K Reduce -5.8%
ADP Automatic Data Processing 0.15% 891 $262K No change
QQQ Invesco QQQ Trust Series 1 0.15% 431 $259K Add +4.1%
TSLA Tesla Inc. 0.14% 542 $241K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 491 $228K No change
NVDA Nvidia Corp. 0.12% 1,086 $203K Reduce -0.5%
CAH Cardinal Health Inc. 0.12% 1,280 $201K No change
V Visa Inc. Class A 0.11% 528 $180K No change
VOO Vanguard S&P 500 ETF 0.09% 255 $156K Reduce -3.8%
DE Deere & Co. 0.07% 251 $115K No change
SPHD Invesco S&P 500 High Dividen 0.06% 2,072 $102K No change
XUSP Innovator Uncapped Acc US Eq 0.06% 2,196 $102K No change
AMZN Amazon.com Inc. 0.05% 425 $93K Add +3.2%
META Meta Platforms Inc. Class A 0.05% 107 $79K No change
IWD iShares Russell 1000 Value E 0.05% 383 $78K No change
XEL Xcel Energy Inc. 0.05% 956 $77K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 149 $73K No change
VGT Vanguard Info Tech ETF 0.04% 96 $72K No change
PG The Procter & Gamble Co. 0.04% 465 $72K No change
AEP American Electric Power 0.04% 571 $64K No change
NFLX Netflix Inc. 0.04% 53 $64K No change
PDBC Invesco Optimum Yield Divers 0.04% 4,700 $63K No change
TPL Texas Pacific Land Corp. 0.04% 66 $62K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $56K No change
VZ Verizon Communications Inc. 0.03% 1,226 $54K No change
FLOT iShares Floating Rate Bond E 0.03% 1,000 $51K No change
MRK Merck & Co. Inc. 0.03% 597 $50K No change
SHY iShares 1-3 Year Treasury Bo 0.03% 600 $50K No change
PFE Pfizer Inc. 0.03% 1,820 $46K No change
ABBV Abbvie Inc. 0.03% 200 $46K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 3,795 $45K No change
GOOG Alphabet Inc. Class C 0.02% 165 $40K Add +10.0%
VEA Vanguard Ftse Developed ETF 0.02% 611 $37K No change
SCHD Schwab US DVD Equity ETF 0.02% 1,317 $36K Add +4.0%
CVX Chevron Corp. 0.02% 217 $34K No change
AVGO Broadcom Inc. 0.02% 100 $33K No change
MSFT Microsoft Corp. 0.02% 56 $29K No change
AMD Advanced Micro Devices 0.02% 180 $29K No change
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $28K No change
HD Home Depot Inc. 0.01% 63 $26K No change
IWM iShares Russell 2000 ETF 0.01% 105 $25K No change
MMM 3M Co. 0.01% 158 $25K No change
T AT&T Inc. 0.01% 863 $24K Add +0.1%
XOM Exxon Mobil Corp. 0.01% 211 $24K No change
UPS United Parcel Service Class B 0.01% 274 $23K No change
BIP Brookfield Infrastructure Pa 0.01% 675 $22K No change
CYBR Cyberark Software Ltd./Israel 0.01% 41 $20K No change
TRV The Travelers Cos Inc. 0.01% 69 $19K No change
ARKK ARK Innovation ETF 0.01% 213 $18K No change
COST Costco Wholesale Corp. 0.01% 19 $18K No change
SONY Sony Group Corp. - SP ADR 0.01% 590 $17K No change
SKT Tanger Inc. 0.01% 500 $17K No change
IBIT iShares Bitcoin Trust ETF 0.01% 260 $17K No change
TRMB Trimble Inc. 0.01% 200 $16K No change
HEI Heico Corp. 0.01% 50 $16K No change
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $16K No change
KKR KKR & Co. Inc. 0.01% 119 $15K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $15K No change
DIVO Amplify CWP Enhan Divid ETF 0.01% 341 $15K No change
MO Altria Group Inc. 0.01% 227 $15K No change
ORLY O'reilly Automotive Inc. 0.01% 135 $15K No change
USO United States Oil Fund LP 0.01% 186 $14K No change
DOW Dow Inc. 0.01% 585 $13K No change
JNJ Johnson & Johnson 0.01% 72 $13K No change
NKE Nike Inc. Class B 0.01% 189 $13K No change
SNOW Snowflake Inc. 0.01% 58 $13K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 249 $13K No change
UBER Uber Technologies Inc. 0.01% 130 $13K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $12K No change
UNH Unitedhealth Group Inc. 0.01% 33 $12K No change
OKE Oneok Inc. 0.01% 155 $11K No change
CSX CSX Corp. 0.01% 315 $11K No change
COIN Coinbase Global Inc. Class A 0.01% 33 $11K No change
PPL PPL Corp. 0.01% 288 $11K No change
HSY The Hershey Co. 0.01% 57 $11K No change
DELL Dell Technologies -C 0.01% 75 $11K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $10K No change
LNG Cheniere Energy Inc. 0.01% 44 $10K No change
PK Park Hotels & Resorts Inc. 0.01% 893 $10K No change
WFC Wells Fargo & Co. 0.01% 118 $10K No change
KO The Coca-Cola Co. 0.01% 148 $10K No change
SYM Symbotic Inc. 0.01% 182 $10K No change
O Realty Income Corp. 0.01% 159 $10K No change
SBUX Starbucks Corp. 0.01% 112 $9K No change
LUV Southwest Airlines Co. 0.01% 296 $9K No change
KNTK Kinetik Holdings Inc. 0.01% 200 $9K No change
ISRG Intuitive Surgical Inc. 0.00% 18 $8K No change
LAND Gladstone Land Corp. 0.00% 876 $8K No change
INTC Intel Corp. 0.00% 235 $8K No change
KHC The Kraft Heinz Co. 0.00% 285 $7K No change
MNST Monster Beverage Corp. 0.00% 100 $7K No change
AXP American Express Co. 0.00% 20 $7K No change
CMG Chipotle Mexican Grill Inc. 0.00% 167 $7K New
USB US Bancorp 0.00% 135 $7K No change
LMT Lockheed Martin Corp. 0.00% 13 $6K No change
TMUS T-Mobile US Inc. 0.00% 26 $6K No change
CPER United States Copper Index 0.00% 200 $6K No change
GLD SPDR Gold Shares 0.00% 16 $6K New
KGLD Kurv Gold Enh Income ETF 0.00% 200 $6K New
RTX RTX Corp. 0.00% 32 $5K No change
COF Capital One Financial Corp. 0.00% 25 $5K No change
ALE Allete Inc. 0.00% 70 $5K No change
BA The Boeing Co. 0.00% 21 $5K No change
GNL Global Net Lease Inc. 0.00% 534 $4K No change
NSA National Storage Affiliates 0.00% 142 $4K No change
TRMD Torm PLC-A 0.00% 200 $4K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $4K No change
ALLY Ally Financial Inc. 0.00% 100 $4K No change
ASML ASML Holding NV-NY Reg SHS 0.00% 4 $4K No change
CRSP Crispr Therapeutics AG 0.00% 59 $4K No change
NET Cloudflare Inc. Class A 0.00% 17 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
JPM JPMorgan Chase & Co. 0.00% 11 $4K No change
DPZ Domino's Pizza Inc. 0.00% 8 $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
WMT Walmart Inc. 0.00% 30 $3K No change
SOLV Solventum Corp. 0.00% 39 $3K No change
OKTA Okta Inc. 0.00% 30 $3K No change
GILD Gilead Sciences Inc. 0.00% 24 $3K No change
OBDC Blue Owl Capital Corp. 0.00% 200 $3K No change
GLW Corning Inc. 0.00% 30 $2K No change
CSCO Cisco Systems Inc. 0.00% 35 $2K No change
CMP Compass Minerals Internation 0.00% 120 $2K No change
RBLX Roblox Corp. Class A 0.00% 16 $2K No change
ARM Arm Holdings PLC-ADR 0.00% 15 $2K No change
MET Metlife Inc. 0.00% 25 $2K Reduce -28.6%
DARE Dare Bioscience Inc. 0.00% 950 $2K No change
XYZ Block Inc. 0.00% 25 $2K No change
TGT Target Corp. 0.00% 20 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $2K No change
PYPL PayPal Holdings Inc. 0.00% 25 $2K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
CG The Carlyle Group Inc. 0.00% 23 $1K No change
MRNA Moderna Inc. 0.00% 55 $1K No change
KD Kyndryl Holdings Inc. 0.00% 42 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
IIPR Innovative Industrial Proper 0.00% 20 $1K No change
BHF Brighthouse Financial Inc. 0.00% 18 $955 No change
CRM Salesforce Inc. 0.00% 4 $948 No change
AI C3.AI Inc. Class A 0.00% 50 $867 No change
MSOS Advisorshares Pure US Cann 0.00% 155 $742 No change
MGM MGM Resorts International 0.00% 18 $623 No change
OGN Organon & Co. 0.00% 58 $619 No change
ARCC Ares Capital Corp. 0.00% 30 $612 No change
VTRS Viatris Inc. 0.00% 51 $504 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $467 No change
CLNE Clean Energy Fuels Corp. 0.00% 160 $412 No change
SLQT Selectquote Inc. 0.00% 185 $362 No change
DNUT Krispy Kreme Inc. 0.00% 56 $216 No change
M Macy's Inc. 0.00% 10 $179 No change
LUMN Lumen Technologies Inc. 0.00% 26 $159 No change
PRPL Purple Innovation Inc. 0.00% 140 $130 No change
NLOP Net Lease Office Property 0.00% 3 $88 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 22 $84 No change
SCHB Schwab US Broad Market ETF 0.00% 1 $44 No change
ONL Orion Properties Inc. 0.00% 15 $40 No change

Portfolio Sells Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Reduce -1.8% 24.25% −5.36
SGOV iShares 0-3 Month Treasury B Reduce -0.9% 12.48% −3.80
SCHG Schwab US Large-Cap Growth Reduce -1.9% 7.37% −1.52
IWF iShares Russell 1000 Growth Reduce -5.8% 0.19% −0.05
VOO Vanguard S&P 500 ETF Reduce -3.8% 0.09% −0.02
NVDA Nvidia Corp. Reduce -0.5% 0.12% −0.01
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.01
MET Metlife Inc. Reduce -28.6% 0.00% −0.00
GIS General Mills Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
IBDR iShares Ibonds Dec 2026 Term New 6.64% +6.64
BND Vanguard Total Bond Market New 3.99% +3.99
BSCQ Invesco Bulletshares 2026 CB New 2.75% +2.75
AGG iShares Core U.S. Aggregate New 2.30% +2.30
TFLO iShares Treasury Floating Ra New 1.68% +1.68
USFR Wisdomtree Floating Rate Tre New 0.90% +0.90
CMG Chipotle Mexican Grill Inc. New 0.00% +0.00
GOOG Alphabet Inc. Class C Add +10.0% 0.02% +0.00
KGLD Kurv Gold Enh Income ETF New 0.00% +0.00
GLD SPDR Gold Shares New 0.00% +0.00
SCHD Schwab US DVD Equity ETF Add +4.0% 0.02% −0.00
T AT&T Inc. Add +0.1% 0.01% −0.00
AAPL Apple Inc. Add +1.0% 0.28% −0.01
AMZN Amazon.com Inc. Add +3.2% 0.05% −0.01
QQQ Invesco QQQ Trust Series 1 Add +4.1% 0.15% −0.02
SCHA Schwab US Small-Cap ETF Add +3.8% 0.85% −0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.9% 2.31% −0.48
IJR iShares Core S&P Small-Cap E Add +0.0% 5.87% −1.11
IJH iShares Core S&P Midcap ETF Add +0.8% 6.18% −1.36
DGRO iShares Core Dividend Growth Add +0.1% 8.21% −1.75
IEFA iShares Core MSCI Eafe ETF Add +4.1% 10.15% −1.90

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