IFS Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), IFS Advisors, LLC reported 193 stock positions worth $192.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.7% of the portfolio, followed by iShares Ibonds Dec 2026 Term (IBDR, 11.8%) and iShares 0-3 Month Treasury B (SGOV, 9.1%). Compared with Q3 2025, it opened 18 new positions, sold out of 2, added to 21 and reduced 15. The biggest buy was iShares Ibonds Dec 2026 Term (IBDR, shares +100%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −24%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$192.5M (Q4 2025)
SEC Filing
0001765617-26-000002 ↗ filed Jan 9, 2026

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 Q3 2025 Q4 2025: $192.5M $192.5M Q4 2025 Q1 2026: $194.0M Q1 2026 Q2 2026: $208.8M Q2 2026

Holdings 193 stocks · $192.5M
IVV iShares Core S&P 500 ETF 16.67% 46,844 $32.1M Reduce -24.3%
IBDR iShares Ibonds Dec 2026 Term 11.78% 936,131 $22.7M Add +100.4%
SGOV iShares 0-3 Month Treasury B 9.13% 175,138 $17.6M Reduce -17.3%
DGRO iShares Core Dividend Growth 8.55% 237,189 $16.5M Add +15.1%
SCHG Schwab US Large-Cap Growth 8.14% 480,513 $15.7M Add +21.8%
BSCQ Invesco Bulletshares 2026 CB 7.63% 750,091 $14.7M Add +212.0%
IEFA iShares Core MSCI Eafe ETF 7.28% 156,638 $14.0M Reduce -21.2%
IJH iShares Core S&P Midcap ETF 5.62% 163,955 $10.8M Add +1.3%
SPDW Ste STR SPDR PT DW Eu ETF 4.08% 176,753 $7.8M New
IJR iShares Core S&P Small-Cap E 4.02% 64,391 $7.7M Reduce -23.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.59% 23,815 $6.9M Add +77.2%
BND Vanguard Total Bond Market 2.94% 76,466 $5.7M Reduce -16.5%
AGG iShares Core U.S. Aggregate 2.48% 47,702 $4.8M Add +21.8%
SCHA Schwab US Small-Cap ETF 2.13% 144,011 $4.1M Add +175.5%
TFLO iShares Treasury Floating Ra 1.39% 53,195 $2.7M Reduce -6.3%
USFR Wisdomtree Floating Rate Tre 0.88% 33,506 $1.7M Add +9.8%
IWB iShares Russell 1000 ETF 0.42% 2,141 $800K No change
BRK.B Berkshire Hathaway Inc. Class B 0.32% 1,213 $610K No change
AAPL Apple Inc. 0.25% 1,769 $481K Reduce -6.6%
IWF iShares Russell 1000 Growth 0.18% 742 $351K Add +6.9%
EPS Wisdomtree US Large Cap Fund 0.18% 4,873 $345K No change
QQQ Invesco QQQ Trust Series 1 0.14% 431 $265K No change
CAH Cardinal Health Inc. 0.14% 1,280 $263K No change
TSLA Tesla Inc. 0.13% 542 $244K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 491 $236K No change
ADP Automatic Data Processing 0.12% 891 $229K No change
V Visa Inc. Class A 0.10% 563 $198K Add +6.6%
NVDA Nvidia Corp. 0.09% 978 $182K Reduce -9.9%
DE Deere & Co. 0.07% 286 $133K Add +13.9%
XUSP Innovator Uncapped Acc US Eq 0.06% 2,282 $108K Add +3.9%
SPHD Invesco S&P 500 High Dividen 0.05% 2,072 $99K No change
AMZN Amazon.com Inc. 0.05% 425 $98K No change
VOO Vanguard S&P 500 ETF 0.04% 132 $83K Reduce -48.2%
IWD iShares Russell 1000 Value E 0.04% 383 $81K No change
VGT Vanguard Info Tech ETF 0.04% 96 $73K No change
META Meta Platforms Inc. Class A 0.04% 107 $71K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 149 $70K No change
XEL Xcel Energy Inc. 0.04% 942 $70K Reduce -1.5%
PG The Procter & Gamble Co. 0.03% 465 $67K No change
AEP American Electric Power 0.03% 571 $66K No change
MRK Merck & Co. Inc. 0.03% 597 $63K No change
PDBC Invesco Optimum Yield Divers 0.03% 4,700 $62K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $58K No change
TPL Texas Pacific Land Corp. 0.03% 198 $57K No change
GOOG Alphabet Inc. Class C 0.03% 165 $52K No change
FLOT iShares Floating Rate Bond E 0.03% 1,000 $51K No change
VZ Verizon Communications Inc. 0.03% 1,227 $50K Add +0.1%
F Ford Motor Co. filed as FORD MTR CO 0.03% 3,795 $50K No change
SHY iShares 1-3 Year Treasury Bo 0.03% 600 $50K No change
ABBV Abbvie Inc. 0.02% 200 $46K No change
PFE Pfizer Inc. 0.02% 1,820 $45K No change
VEA Vanguard Ftse Developed ETF 0.02% 725 $45K Add +18.7%
AMD Advanced Micro Devices 0.02% 180 $39K No change
IBIT iShares Bitcoin Trust ETF 0.02% 775 $38K Add +198.1%
AVGO Broadcom Inc. 0.02% 100 $35K No change
SCHD Schwab US DVD Equity ETF 0.02% 1,220 $33K Reduce -7.4%
CVX Chevron Corp. 0.02% 217 $33K No change
CAT Caterpillar Inc. 0.02% 53 $31K New
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $30K No change
MSFT Microsoft Corp. 0.01% 56 $28K No change
IWM iShares Russell 2000 ETF 0.01% 105 $26K No change
XOM Exxon Mobil Corp. 0.01% 211 $25K No change
MMM 3M Co. 0.01% 158 $25K No change
BIP Brookfield Infrastructure Pa 0.01% 675 $23K No change
UNG US Natural Gas Fund LP 0.01% 1,775 $22K New
HD Home Depot Inc. 0.01% 63 $22K No change
T AT&T Inc. 0.01% 864 $21K Add +0.1%
TRV The Travelers Cos Inc. 0.01% 69 $20K No change
UNH Unitedhealth Group Inc. 0.01% 55 $18K Add +66.7%
CYBR Cyberark Software Ltd./Israel 0.01% 41 $18K No change
CMG Chipotle Mexican Grill Inc. 0.01% 452 $17K Add +170.7%
CSX CSX Corp. 0.01% 461 $17K Add +46.4%
SKT Tanger Inc. 0.01% 500 $17K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $17K No change
COST Costco Wholesale Corp. 0.01% 19 $16K No change
ARKK ARK Innovation ETF 0.01% 213 $16K No change
HEI Heico Corp. 0.01% 50 $16K No change
TRMB Trimble Inc. 0.01% 200 $16K No change
DIVO Amplify CWP Enhan Divid ETF 0.01% 341 $15K No change
KKR KKR & Co. Inc. 0.01% 119 $15K No change
SONY Sony Group Corp. - SP ADR 0.01% 590 $15K No change
JNJ Johnson & Johnson 0.01% 72 $15K No change
NKE Nike Inc. Class B 0.01% 230 $15K Add +21.7%
IEMG iShares Core MSCI Emerging 0.01% 206 $14K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 249 $14K No change
MO Altria Group Inc. 0.01% 227 $13K No change
USO United States Oil Fund LP 0.01% 186 $13K No change
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $13K No change
SNOW Snowflake Inc. 0.01% 58 $13K No change
ORLY O'reilly Automotive Inc. 0.01% 135 $12K No change
LUV Southwest Airlines Co. 0.01% 296 $12K No change
UPS United Parcel Service Class B 0.01% 123 $12K Reduce -55.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $12K No change
OKE Oneok Inc. 0.01% 155 $11K No change
WFC Wells Fargo & Co. 0.01% 118 $11K No change
SYM Symbotic Inc. 0.01% 182 $11K No change
UBER Uber Technologies Inc. 0.01% 130 $11K No change
HSY The Hershey Co. 0.01% 57 $10K No change
KO The Coca-Cola Co. 0.01% 148 $10K No change
ISRG Intuitive Surgical Inc. 0.01% 18 $10K No change
PPL PPL Corp. 0.01% 288 $10K No change
ADM Archer-Daniels-Midland Co. 0.01% 175 $10K No change
DELL Dell Technologies -C 0.00% 75 $9K No change
SBUX Starbucks Corp. 0.00% 112 $9K No change
NFLX Netflix Inc. 0.00% 100 $9K Reduce -81.1%
PK Park Hotels & Resorts Inc. 0.00% 893 $9K No change
O Realty Income Corp. 0.00% 159 $9K No change
INTC Intel Corp. 0.00% 235 $9K No change
LNG Cheniere Energy Inc. 0.00% 44 $9K No change
LAND Gladstone Land Corp. 0.00% 876 $8K No change
MNST Monster Beverage Corp. 0.00% 100 $8K No change
COIN Coinbase Global Inc. Class A 0.00% 33 $7K No change
AXP American Express Co. 0.00% 20 $7K No change
KNTK Kinetik Holdings Inc. 0.00% 200 $7K No change
USB US Bancorp 0.00% 135 $7K No change
CPER United States Copper Index 0.00% 200 $7K No change
GLD SPDR Gold Shares 0.00% 16 $6K No change
LMT Lockheed Martin Corp. 0.00% 13 $6K No change
KGLD Kurv Gold Enh Income ETF 0.00% 200 $6K No change
COF Capital One Financial Corp. 0.00% 25 $6K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $6K No change
RTX RTX Corp. 0.00% 32 $6K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.00% 100 $5K New
TMUS T-Mobile US Inc. 0.00% 26 $5K No change
TTAN Servicetitan Inc. Class A 0.00% 47 $5K New
UNP Union Pacific Corp. 0.00% 21 $5K New
GNL Global Net Lease Inc. 0.00% 534 $5K No change
BA The Boeing Co. 0.00% 21 $5K No change
ALLY Ally Financial Inc. 0.00% 100 $5K No change
GRID First TRST Nasd Class Edg Sgiif 0.00% 29 $4K New
DOW Dow Inc. 0.00% 187 $4K Reduce -68.0%
ASML ASML Holding NV-NY Reg SHS 0.00% 4 $4K No change
EVRG Evergy Inc. 0.00% 57 $4K New
NSA National Storage Affiliates 0.00% 142 $4K No change
TRMD Torm PLC-A 0.00% 200 $4K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
CP Canadian Pacific Kansas City 0.00% 50 $4K New
JPM JPMorgan Chase & Co. 0.00% 11 $4K No change
NET Cloudflare Inc. Class A 0.00% 17 $3K No change
WMT Walmart Inc. 0.00% 30 $3K No change
DPZ Domino's Pizza Inc. 0.00% 8 $3K No change
XLF SS Financial Select Sector 0.00% 60 $3K No change
CRSP Crispr Therapeutics AG 0.00% 59 $3K No change
SOLV Solventum Corp. 0.00% 39 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
GILD Gilead Sciences Inc. 0.00% 24 $3K No change
CREDIT SUISSE AG NASSAU BRH filed as UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 0.00% 30 $3K New
SHAK Shake Shack Inc. Class A 0.00% 35 $3K No change
CSCO Cisco Systems Inc. 0.00% 35 $3K No change
GLW Corning Inc. 0.00% 30 $3K No change
OKTA Okta Inc. 0.00% 30 $3K No change
OBDC Blue Owl Capital Corp. 0.00% 200 $2K No change
CMP Compass Minerals Internation 0.00% 120 $2K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
MET Metlife Inc. 0.00% 25 $2K No change
TGT Target Corp. 0.00% 20 $2K No change
PAGP Plains GP Holdings LP 0.00% 100 $2K New
DARE Dare Bioscience Inc. 0.00% 950 $2K No change
EBF Ennis Inc. 0.00% 100 $2K New
ARM Arm Holdings PLC-ADR 0.00% 15 $2K No change
XYZ Block Inc. 0.00% 25 $2K No change
MRNA Moderna Inc. 0.00% 55 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $2K No change
PYPL PayPal Holdings Inc. 0.00% 25 $1K No change
CG The Carlyle Group Inc. 0.00% 23 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
ESCA Escalade Inc. 0.00% 100 $1K New
MSIF MSC Income Fund Inc. 0.00% 100 $1K New
RBLX Roblox Corp. Class A 0.00% 16 $1K No change
SGA Saga Communications Inc. Class A 0.00% 100 $1K New
KD Kyndryl Holdings Inc. 0.00% 42 $1K No change
CRM Salesforce Inc. 0.00% 4 $1K No change
MP MP Materials Corp. 0.00% 20 $1K New
IIPR Innovative Industrial Proper 0.00% 20 $947 No change
BHF Brighthouse Financial Inc. 0.00% 13 $842 Reduce -27.8%
MSOS Advisorshares Pure US Cann 0.00% 155 $731 No change
AI C3.AI Inc. Class A 0.00% 50 $674 No change
MGM MGM Resorts International 0.00% 18 $656 No change
VTRS Viatris Inc. 0.00% 51 $634 No change
ARCC Ares Capital Corp. 0.00% 30 $606 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $424 No change
OGN Organon & Co. 0.00% 58 $415 No change
KSCP Knightscope Inc. Class A 0.00% 100 $371 New
CLNE Clean Energy Fuels Corp. 0.00% 160 $336 No change
SLQT Selectquote Inc. 0.00% 185 $260 No change
DNUT Krispy Kreme Inc. 0.00% 56 $225 No change
M Macy's Inc. 0.00% 10 $220 No change
LUMN Lumen Technologies Inc. 0.00% 26 $202 No change
PRPL Purple Innovation Inc. 0.00% 140 $96 No change
NLOP Net Lease Office Property 0.00% 3 $77 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 22 $70 No change
SCHB Schwab US Broad Market ETF 0.00% 1 $45 No change
ONL Orion Properties Inc. 0.00% 15 $33 No change

Portfolio Sells Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Reduce -24.3% 16.67% −7.58
SGOV iShares 0-3 Month Treasury B Reduce -17.3% 9.13% −3.34
IEFA iShares Core MSCI Eafe ETF Reduce -21.2% 7.28% −2.87
IJR iShares Core S&P Small-Cap E Reduce -23.7% 4.02% −1.85
BND Vanguard Total Bond Market Reduce -16.5% 2.94% −1.04
TFLO iShares Treasury Floating Ra Reduce -6.3% 1.39% −0.29
VOO Vanguard S&P 500 ETF Reduce -48.2% 0.04% −0.05
AAPL Apple Inc. Reduce -6.6% 0.25% −0.03
NFLX Netflix Inc. Reduce -81.1% 0.00% −0.03
NVDA Nvidia Corp. Reduce -9.9% 0.09% −0.02
XEL Xcel Energy Inc. Reduce -1.5% 0.04% −0.01
UPS United Parcel Service Class B Reduce -55.1% 0.01% −0.01
DOW Dow Inc. Reduce -68.0% 0.00% −0.01
KHC The Kraft Heinz Co. Sold out 0.00% −0.00
SCHD Schwab US DVD Equity ETF Reduce -7.4% 0.02% −0.00
ALE Allete Inc. Sold out 0.00% −0.00
BHF Brighthouse Financial Inc. Reduce -27.8% 0.00% −0.00

Portfolio Buys Q3 2025 → Q4 2025
IBDR iShares Ibonds Dec 2026 Term Add +100.4% 11.78% +5.14
BSCQ Invesco Bulletshares 2026 CB Add +212.0% 7.63% +4.88
SPDW Ste STR SPDR PT DW Eu ETF New 4.08% +4.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +77.2% 3.59% +1.28
SCHA Schwab US Small-Cap ETF Add +175.5% 2.13% +1.28
SCHG Schwab US Large-Cap Growth Add +21.8% 8.14% +0.78
DGRO iShares Core Dividend Growth Add +15.1% 8.55% +0.34
AGG iShares Core U.S. Aggregate Add +21.8% 2.48% +0.18
CAT Caterpillar Inc. New 0.02% +0.02
UNG US Natural Gas Fund LP New 0.01% +0.01
IBIT iShares Bitcoin Trust ETF Add +198.1% 0.02% +0.01
IEMG iShares Core MSCI Emerging New 0.01% +0.01
CMG Chipotle Mexican Grill Inc. Add +170.7% 0.01% +0.00
QQQI Neos Nasdaq-100 High Inc. ETF New 0.00% +0.00
UNH Unitedhealth Group Inc. Add +66.7% 0.01% +0.00
TTAN Servicetitan Inc. Class A New 0.00% +0.00
UNP Union Pacific Corp. New 0.00% +0.00
GRID First TRST Nasd Class Edg Sgiif New 0.00% +0.00
CSX CSX Corp. Add +46.4% 0.01% +0.00
DE Deere & Co. Add +13.9% 0.07% +0.00
EVRG Evergy Inc. New 0.00% +0.00
VEA Vanguard Ftse Developed ETF Add +18.7% 0.02% +0.00
CP Canadian Pacific Kansas City New 0.00% +0.00
CREDIT SUISSE AG NASSAU BRH New 0.00% +0.00
PAGP Plains GP Holdings LP New 0.00% +0.00
EBF Ennis Inc. New 0.00% +0.00
ESCA Escalade Inc. New 0.00% +0.00
MSIF MSC Income Fund Inc. New 0.00% +0.00
SGA Saga Communications Inc. Class A New 0.00% +0.00
MP MP Materials Corp. New 0.00% +0.00
KSCP Knightscope Inc. Class A New 0.00% +0.00
NKE Nike Inc. Class B Add +21.7% 0.01% −0.00
V Visa Inc. Class A Add +6.6% 0.10% −0.00
T AT&T Inc. Add +0.1% 0.01% −0.00
XUSP Innovator Uncapped Acc US Eq Add +3.9% 0.06% −0.00
VZ Verizon Communications Inc. Add +0.1% 0.03% −0.01
IWF iShares Russell 1000 Growth Add +6.9% 0.18% −0.01
USFR Wisdomtree Floating Rate Tre Add +9.8% 0.88% −0.02
IJH iShares Core S&P Midcap ETF Add +1.3% 5.62% −0.56

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