IFS Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 6, 2026), IFS Advisors, LLC reported 216 stock positions worth $194.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.6% of the portfolio, followed by iShares Ibonds Dec 2026 Term (IBDR, 12.1%) and iShares 0-3 Month Treasury B (SGOV, 9.2%). Compared with Q4 2025, it opened 27 new positions, sold out of 3, added to 38 and reduced 7. The biggest buy was iShares Ibonds Dec 2026 Term (IBDR, shares +3%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$194.0M (Q1 2026)
SEC Filing
0001765617-26-000004 ↗ filed Apr 6, 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 Q4 2025 Q1 2026: $194.0M $194.0M Q1 2026 Q2 2026: $208.8M Q2 2026

Holdings 216 stocks · $194.0M
IVV iShares Core S&P 500 ETF 15.63% 46,422 $30.3M Reduce -0.9%
IBDR iShares Ibonds Dec 2026 Term 12.09% 967,802 $23.5M Add +3.4%
SGOV iShares 0-3 Month Treasury B 9.19% 177,167 $17.8M Add +1.2%
DGRO iShares Core Dividend Growth 8.72% 241,130 $16.9M Add +1.7%
BSCQ Invesco Bulletshares 2026 CB 7.64% 759,178 $14.8M Add +1.2%
SCHG Schwab US Large-Cap Growth 7.51% 500,081 $14.6M Add +4.1%
IEFA iShares Core MSCI Eafe ETF 7.16% 153,578 $13.9M Reduce -1.9%
IJH iShares Core S&P Midcap ETF 5.68% 163,242 $11.0M Reduce -0.4%
SPDW Ste STR SPDR PT DW Eu ETF 4.36% 185,542 $8.5M Add +5.0%
IJR iShares Core S&P Small-Cap E 4.05% 63,266 $7.9M Reduce -1.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.69% 24,945 $7.2M Add +4.7%
BND Vanguard Total Bond Market 2.97% 78,303 $5.8M Add +2.4%
AGG iShares Core U.S. Aggregate 2.40% 46,843 $4.7M Reduce -1.8%
SCHA Schwab US Small-Cap ETF 2.25% 150,002 $4.4M Add +4.2%
TFLO iShares Treasury Floating Ra 1.39% 53,225 $2.7M Add +0.1%
USFR Wisdomtree Floating Rate Tre 1.00% 38,497 $1.9M Add +14.9%
IWB iShares Russell 1000 ETF 0.39% 2,115 $754K Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 1,213 $581K No change
AAPL Apple Inc. 0.24% 1,816 $461K Add +2.7%
EPS Wisdomtree US Large Cap Fund 0.17% 4,873 $332K No change
IWF iShares Russell 1000 Growth 0.17% 767 $327K Add +3.4%
CAH Cardinal Health Inc. 0.14% 1,280 $270K No change
QQQ Invesco QQQ Trust Series 1 0.13% 431 $249K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 491 $227K No change
JPM JPMorgan Chase & Co. 0.11% 725 $213K Add +6490.9%
TSLA Tesla Inc. 0.10% 542 $201K No change
NVDA Nvidia Corp. 0.10% 1,058 $185K Add +8.2%
V Visa Inc. Class A 0.09% 609 $184K Add +8.2%
DE Deere & Co. 0.08% 286 $161K No change
NEE Nextera Energy Inc. 0.08% 1,725 $160K New
ADP Automatic Data Processing 0.07% 691 $140K Reduce -22.4%
XOM Exxon Mobil Corp. 0.07% 781 $133K Add +270.1%
XUSP Innovator Uncapped Acc US Eq 0.06% 2,807 $124K Add +23.0%
CVX Chevron Corp. 0.06% 562 $116K Add +159.0%
XEL Xcel Energy Inc. 0.06% 1,450 $115K Add +53.9%
LNT Alliant Energy Corp. 0.06% 1,553 $111K New
AMZN Amazon.com Inc. 0.06% 514 $107K Add +20.9%
SPHD Invesco S&P 500 High Dividen 0.05% 2,072 $103K No change
AEP American Electric Power 0.05% 759 $99K Add +32.9%
TPL Texas Pacific Land Corp. 0.05% 198 $94K No change
IWD iShares Russell 1000 Value E 0.04% 383 $82K No change
MO Altria Group Inc. 0.04% 1,240 $82K Add +446.3%
PDBC Invesco Optimum Yield Divers 0.04% 4,700 $81K No change
VOO Vanguard S&P 500 ETF 0.04% 132 $79K No change
PM Philip Morris International 0.04% 437 $72K New
MRK Merck & Co. Inc. 0.04% 597 $72K No change
META Meta Platforms Inc. Class A 0.04% 125 $72K Add +16.8%
VGT Vanguard Info Tech ETF 0.03% 96 $68K No change
PG The Procter & Gamble Co. 0.03% 465 $67K No change
VZ Verizon Communications Inc. 0.03% 1,227 $62K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 149 $58K No change
PFE Pfizer Inc. 0.03% 1,820 $51K No change
FLOT iShares Floating Rate Bond E 0.03% 1,000 $51K No change
SHY iShares 1-3 Year Treasury Bo 0.03% 600 $50K No change
GOOG Alphabet Inc. Class C 0.03% 169 $48K Add +2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 197 $48K No change
VEA Vanguard Ftse Developed ETF 0.02% 725 $46K No change
INGR Ingredion Inc. 0.02% 398 $45K New
F Ford Motor Co. filed as FORD MTR CO 0.02% 3,795 $44K No change
ABBV Abbvie Inc. 0.02% 200 $43K No change
IBIT iShares Bitcoin Trust ETF 0.02% 1,095 $42K Add +41.3%
CAT Caterpillar Inc. 0.02% 53 $38K No change
ED Consolidated Edison Inc. 0.02% 332 $38K New
SCHD Schwab US DVD Equity ETF 0.02% 1,220 $37K No change
AMD Advanced Micro Devices 0.02% 180 $37K No change
BMY Bristol-Myers Squibb Co. 0.02% 579 $35K New
SO The Southern Co. 0.02% 348 $34K New
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $32K No change
SVXY Proshares Short Vix St Futur 0.02% 689 $32K Add +130.4%
AVGO Broadcom Inc. 0.02% 100 $31K No change
CBC Central Bancompany 0.01% 1,135 $27K New
ADM Archer-Daniels-Midland Co. 0.01% 368 $27K Add +110.3%
PEG Public Service Enterprise GP 0.01% 328 $27K New
UPS United Parcel Service Class B 0.01% 266 $26K Add +116.3%
IWM iShares Russell 2000 ETF 0.01% 105 $26K No change
EIX Edison International 0.01% 352 $26K New
T AT&T Inc. 0.01% 864 $25K No change
BIP Brookfield Infrastructure Pa 0.01% 675 $24K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.01% 579 $24K Add +209.6%
NFLX Netflix Inc. 0.01% 250 $24K Add +150.0%
USO United States Oil Fund LP 0.01% 186 $24K No change
MDLZ Mondelez International Inc. Class A 0.01% 410 $24K New
MMM 3M Co. 0.01% 158 $23K No change
MSFT Microsoft Corp. 0.01% 57 $21K Add +1.8%
COST Costco Wholesale Corp. 0.01% 21 $21K Add +10.5%
IEMG iShares Core MSCI Emerging 0.01% 300 $21K Add +45.6%
UNG US Natural Gas Fund LP 0.01% 1,775 $21K No change
HD Home Depot Inc. 0.01% 63 $21K No change
DUK Duke Energy Corp. 0.01% 154 $20K New
TRV The Travelers Cos Inc. 0.01% 69 $20K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 202 $19K Add +98.0%
BG Bunge Global SA 0.01% 150 $19K New
CSX CSX Corp. 0.01% 461 $19K No change
JNJ Johnson & Johnson 0.01% 72 $18K No change
SKT Tanger Inc. 0.01% 500 $17K No change
CNP Centerpoint Energy Inc. 0.01% 387 $17K New
GE General Electric filed as GE AEROSPACE 0.01% 58 $16K New
DTE DTE Energy Company 0.01% 105 $15K New
UL Unilever PLC-Sponsored ADR 0.01% 266 $15K New
UNH Unitedhealth Group Inc. 0.01% 55 $15K No change
CMG Chipotle Mexican Grill Inc. 0.01% 452 $14K No change
ARKK ARK Innovation ETF 0.01% 213 $14K No change
PANW Palo Alto Networks Inc. 0.01% 89 $14K New
OKE Oneok Inc. 0.01% 155 $14K No change
CEG Constellation Energy 0.01% 50 $14K New
HEI Heico Corp. 0.01% 50 $14K No change
SRE Sempra 0.01% 140 $14K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 272 $13K Add +9.2%
TRMB Trimble Inc. 0.01% 200 $13K No change
LNG Cheniere Energy Inc. 0.01% 44 $12K No change
ORLY O'reilly Automotive Inc. 0.01% 135 $12K No change
UBER Uber Technologies Inc. 0.01% 173 $12K Add +33.1%
DELL Dell Technologies -C 0.01% 75 $12K No change
GEV GE Vernova Inc. 0.01% 14 $12K New
SONY Sony Group Corp. - SP ADR 0.01% 590 $12K No change
NKE Nike Inc. Class B 0.01% 230 $12K No change
HSY The Hershey Co. 0.01% 57 $12K No change
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $12K No change
KO The Coca-Cola Co. 0.01% 148 $11K No change
LUV Southwest Airlines Co. 0.01% 296 $11K No change
KKR KKR & Co. Inc. 0.01% 119 $11K No change
PPL PPL Corp. 0.01% 288 $11K No change
INTC Intel Corp. 0.01% 235 $10K No change
SBUX Starbucks Corp. 0.01% 112 $10K No change
O Realty Income Corp. 0.01% 159 $10K No change
KNTK Kinetik Holdings Inc. 0.01% 200 $10K No change
SYM Symbotic Inc. 0.01% 182 $10K No change
PK Park Hotels & Resorts Inc. 0.00% 893 $9K No change
WFC Wells Fargo & Co. 0.00% 118 $9K No change
LAND Gladstone Land Corp. 0.00% 876 $9K No change
SNOW Snowflake Inc. 0.00% 58 $9K No change
SR Spire Inc. 0.00% 94 $9K New
ISRG Intuitive Surgical Inc. 0.00% 18 $8K No change
LMT Lockheed Martin Corp. 0.00% 13 $8K 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 $7K No change
KGLD Kurv Gold Enh Income ETF 0.00% 200 $7K No change
DTM DT Midstream Inc. 0.00% 48 $6K New
RTX RTX Corp. 0.00% 32 $6K No change
AXP American Express Co. 0.00% 20 $6K No change
COIN Coinbase Global Inc. Class A 0.00% 33 $6K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $6K No change
TRMD Torm PLC-A 0.00% 200 $6K No change
TMUS T-Mobile US Inc. 0.00% 26 $5K No change
NSA National Storage Affiliates 0.00% 142 $5K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.00% 4 $5K No change
UNP Union Pacific Corp. 0.00% 21 $5K No change
GNL Global Net Lease Inc. 0.00% 534 $5K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.00% 100 $5K No change
GRID First TRST Nasd Class Edg Sgiif 0.00% 29 $5K No change
STWD Starwood Property Trust Inc. 0.00% 275 $5K New
EVRG Evergy Inc. 0.00% 57 $5K No change
COF Capital One Financial Corp. 0.00% 25 $5K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $4K No change
BA The Boeing Co. 0.00% 21 $4K No change
GLW Corning Inc. 0.00% 30 $4K No change
CP Canadian Pacific Kansas City 0.00% 50 $4K No change
ALLY Ally Financial Inc. 0.00% 100 $4K No change
WMT Walmart Inc. 0.00% 30 $4K No change
NET Cloudflare Inc. Class A 0.00% 17 $4K No change
GILD Gilead Sciences Inc. 0.00% 24 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
SHAK Shake Shack Inc. Class A 0.00% 35 $3K No change
ANDE The Andersons Inc. 0.00% 42 $3K No change
TTAN Servicetitan Inc. Class A 0.00% 47 $3K No change
XLF SS Financial Select Sector 0.00% 60 $3K No change
DPZ Domino's Pizza Inc. 0.00% 8 $3K No change
CRSP Crispr Therapeutics AG 0.00% 59 $3K No change
CMP Compass Minerals Internation 0.00% 120 $3K No change
CSCO Cisco Systems Inc. 0.00% 36 $3K Add +2.9%
MRNA Moderna Inc. 0.00% 55 $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 No change
SOLV Solventum Corp. 0.00% 39 $3K No change
WEEI Wstwd Sal Enhnc Engy Inm ETF 0.00% 100 $2K New
PAGP Plains GP Holdings LP 0.00% 100 $2K No change
TGT Target Corp. 0.00% 20 $2K No change
OKTA Okta Inc. 0.00% 30 $2K No change
ARM Arm Holdings PLC-ADR 0.00% 15 $2K No change
OBDC Blue Owl Capital Corp. 0.00% 200 $2K No change
EBF Ennis Inc. 0.00% 100 $2K No change
ROK Rockwell Automation Inc. 0.00% 5 $2K New
TER Teradyne Inc. 0.00% 6 $2K New
MET Metlife Inc. 0.00% 25 $2K No change
DARE Dare Bioscience Inc. 0.00% 950 $2K No change
ESCA Escalade Inc. 0.00% 100 $2K No change
XYZ Block Inc. 0.00% 25 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $1K No change
MSIF MSC Income Fund Inc. 0.00% 100 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
SGA Saga Communications Inc. Class A 0.00% 100 $1K No change
CG The Carlyle Group Inc. 0.00% 23 $1K No change
PYPL PayPal Holdings Inc. 0.00% 25 $1K No change
IIPR Innovative Industrial Proper 0.00% 20 $1K No change
MP MP Materials Corp. 0.00% 20 $965 No change
RBLX Roblox Corp. Class A 0.00% 16 $904 No change
BHF Brighthouse Financial Inc. 0.00% 13 $778 No change
CRM Salesforce Inc. 0.00% 4 $746 No change
VTRS Viatris Inc. 0.00% 51 $689 No change
MGM MGM Resorts International 0.00% 18 $666 No change
KD Kyndryl Holdings Inc. 0.00% 42 $551 No change
MSOS Advisorshares Pure US Cann 0.00% 155 $550 No change
ARCC Ares Capital Corp. 0.00% 30 $540 No change
AI C3.AI Inc. Class A 0.00% 50 $421 No change
KSCP Knightscope Inc. Class A 0.00% 100 $417 No change
CLNE Clean Energy Fuels Corp. 0.00% 160 $396 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $355 No change
OGN Organon & Co. 0.00% 58 $347 No change
DNUT Krispy Kreme Inc. 0.00% 56 $189 No change
LUMN Lumen Technologies Inc. 0.00% 26 $180 No change
M Macy's Inc. 0.00% 10 $180 No change
SLQT Selectquote Inc. 0.00% 185 $116 No change
PRPL Purple Innovation Inc. 0.00% 140 $92 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 22 $53 No change
NLOP Net Lease Office Property 0.00% 3 $34 No change
ONL Orion Properties Inc. 0.00% 15 $32 No change
Lines left out (1) · $18 — a value with no share or principal amount
SecurityClassSharesValue
SCHB Schwab US Broad Market ETF US BRD MKT ETF0$18

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: $194.0M.

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -0.9% 15.63% −1.04
IEFA iShares Core MSCI Eafe ETF Reduce -1.9% 7.16% −0.12
AGG iShares Core U.S. Aggregate Reduce -1.8% 2.40% −0.08
ADP Automatic Data Processing Reduce -22.4% 0.07% −0.05
IWB iShares Russell 1000 ETF Reduce -1.2% 0.39% −0.03
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.01
DIVO Amplify CWP Enhan Divid ETF Sold out 0.00% −0.01
MNST Monster Beverage Corp. Sold out 0.00% −0.00
IJR iShares Core S&P Small-Cap E Reduce -1.8% 4.05% +0.03
IJH iShares Core S&P Midcap ETF Reduce -0.4% 5.68% +0.06

Portfolio Buys Q4 2025 → Q1 2026
IBDR iShares Ibonds Dec 2026 Term Add +3.4% 12.09% +0.30
SPDW Ste STR SPDR PT DW Eu ETF Add +5.0% 4.36% +0.29
DGRO iShares Core Dividend Growth Add +1.7% 8.72% +0.17
USFR Wisdomtree Floating Rate Tre Add +14.9% 1.00% +0.12
SCHA Schwab US Small-Cap ETF Add +4.2% 2.25% +0.12
JPM JPMorgan Chase & Co. Add +6490.9% 0.11% +0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.7% 3.69% +0.10
NEE Nextera Energy Inc. New 0.08% +0.08
LNT Alliant Energy Corp. New 0.06% +0.06
SGOV iShares 0-3 Month Treasury B Add +1.2% 9.19% +0.06
XOM Exxon Mobil Corp. Add +270.1% 0.07% +0.06
CVX Chevron Corp. Add +159.0% 0.06% +0.04
PM Philip Morris International New 0.04% +0.04
MO Altria Group Inc. Add +446.3% 0.04% +0.04
BND Vanguard Total Bond Market Add +2.4% 2.97% +0.03
XEL Xcel Energy Inc. Add +53.9% 0.06% +0.02
INGR Ingredion Inc. New 0.02% +0.02
ED Consolidated Edison Inc. New 0.02% +0.02
BMY Bristol-Myers Squibb Co. New 0.02% +0.02
SO The Southern Co. New 0.02% +0.02
AEP American Electric Power Add +32.9% 0.05% +0.02
CBC Central Bancompany New 0.01% +0.01
PEG Public Service Enterprise GP New 0.01% +0.01
EIX Edison International New 0.01% +0.01
BSCQ Invesco Bulletshares 2026 CB Add +1.2% 7.64% +0.01
MDLZ Mondelez International Inc. Class A New 0.01% +0.01
DUK Duke Energy Corp. New 0.01% +0.01
DOW Dow Inc. Add +209.6% 0.01% +0.01
BG Bunge Global SA New 0.01% +0.01
ADM Archer-Daniels-Midland Co. Add +110.3% 0.01% +0.01
CNP Centerpoint Energy Inc. New 0.01% +0.01
GE General Electric New 0.01% +0.01
DTE DTE Energy Company New 0.01% +0.01
UL Unilever PLC-Sponsored ADR New 0.01% +0.01
SVXY Proshares Short Vix St Futur Add +130.4% 0.02% +0.01
XUSP Innovator Uncapped Acc US Eq Add +23.0% 0.06% +0.01
NFLX Netflix Inc. Add +150.0% 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
CEG Constellation Energy New 0.01% +0.01
UPS United Parcel Service Class B Add +116.3% 0.01% +0.01
SRE Sempra New 0.01% +0.01
GEV GE Vernova Inc. New 0.01% +0.01
SR Spire Inc. New 0.00% +0.00
AMZN Amazon.com Inc. Add +20.9% 0.06% +0.00
DIS The Walt Disney Co. Add +98.0% 0.01% +0.00
IEMG iShares Core MSCI Emerging Add +45.6% 0.01% +0.00
DTM DT Midstream Inc. New 0.00% +0.00
STWD Starwood Property Trust Inc. New 0.00% +0.00
COST Costco Wholesale Corp. Add +10.5% 0.01% +0.00
IBIT iShares Bitcoin Trust ETF Add +41.3% 0.02% +0.00

Notes & Other Activity Q4 2025 → Q1 2026
SCHB Schwab US Broad Market ETF US BRD MKT ETF Reduce -100.0% 0 $18

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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