Interactive Financial Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Interactive Financial Advisors, Inc. reported 78 stock positions worth $152.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.1%) and iShares Core U.S. Aggregate (AGG, 6.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 30 and reduced 41. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +0%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- New Lenox, IL
- CIK
- 0001419099
- Portfolio Value
- $152.9M (Q1 2026)
- SEC Filing
- 0001419099-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 78 stocks · $152.9M
| IVV iShares Core S&P 500 ETF | 12.99% | 30,394 | $19.9M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 7.12% | 169,886 | $10.9M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 6.75% | 103,877 | $10.3M | Reduce -0.9% |
| RAVI NT Ultrashrt Fi ETF | 6.24% | 126,541 | $9.5M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.48% | 11,871 | $6.9M | Reduce -5.2% |
| TLT iShares 20+ Year Treasury BD | 4.45% | 78,474 | $6.8M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 4.37% | 34,798 | $6.7M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 3.69% | 26,264 | $5.6M | Reduce -2.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 3.20% | 51,787 | $4.9M | Add +1.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.07% | 48,634 | $4.7M | Add +1.6% |
| SPIB SS SPDR P Int C Corp. ETF | 3.04% | 138,444 | $4.6M | Add +1.8% |
| GOVT iShares US Treasury Bond ETF | 2.61% | 173,960 | $4.0M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.42% | 12,389 | $3.7M | Reduce -9.4% |
| IGM iShares Expanded Tech Sector | 2.30% | 29,609 | $3.5M | Add +1.4% |
| BNDX Vanguard Total Intl Bond ETF | 2.10% | 66,655 | $3.2M | Add +0.9% |
| SPGM State Street SPDR Portfolio | 1.70% | 34,363 | $2.6M | Add +2.1% |
| ITA iShares U.S. Aerospace & Def | 1.63% | 11,398 | $2.5M | Reduce -3.1% |
| ANGL Vaneck Fallen Angel High YLD | 1.50% | 80,020 | $2.3M | Add +1.7% |
| EFV iShares MSCI Eafe Value ETF | 1.44% | 29,685 | $2.2M | Reduce -3.3% |
| IWN iShares Russell 2000 Value E | 1.33% | 10,717 | $2.0M | Reduce -3.4% |
| XLV SS Health Care Select Sector | 1.32% | 13,717 | $2.0M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.11% | 5,889 | $1.7M | Add +3.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.06% | 14,866 | $1.6M | Reduce -2.9% |
| IAU iShares Gold Trust | 1.04% | 17,951 | $1.6M | Add +4.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.02% | 34,137 | $1.6M | Reduce -1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.84% | 24,243 | $1.3M | Reduce -3.0% |
| VFQY Vanguard U.S. Quality Factor | 0.81% | 8,306 | $1.2M | Add +7.9% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 13,242 | $1.1M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.70% | 8,002 | $1.1M | Reduce -7.4% |
| IDHQ Invesco S&P International DE | 0.65% | 28,181 | $997K | Reduce -0.9% |
| RSPR Invesco S&P 500 Equal Weight | 0.64% | 29,297 | $972K | Add +9.0% |
| VPU Vanguard Utilities ETF | 0.59% | 4,572 | $906K | Add +7.2% |
| XLE SS Energy Select Sector | 0.59% | 14,712 | $901K | Reduce -4.3% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 5,961 | $883K | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.52% | 1,321 | $790K | Add +4.3% |
| GATX Gatx Corp. | 0.50% | 4,500 | $768K | Reduce -0.1% |
| TIP iShares Tips Bond ETF | 0.50% | 6,926 | $764K | Add +4.8% |
| VCIT Vanguard Int-Term Corporate | 0.47% | 8,639 | $715K | Add +3.4% |
| USB US Bancorp | 0.46% | 13,462 | $700K | No change |
| JQUA JPMorgan US Quality Factor | 0.41% | 10,218 | $627K | No change |
| ARKK ARK Innovation ETF | 0.36% | 8,042 | $544K | Add +0.4% |
| HBTA Horizon Expedition Plus ETF | 0.33% | 18,945 | $507K | Reduce -0.8% |
| ESG NT Stoxx US ESG ETF | 0.33% | 3,337 | $506K | Reduce -6.1% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.33% | 7,423 | $506K | Add +0.7% |
| SCHH Schwab US REIT ETF | 0.33% | 23,206 | $499K | Reduce -4.0% |
| ALL Allstate Corp. | 0.32% | 2,376 | $493K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.32% | 5,485 | $482K | Reduce -6.4% |
| REZ Ishars Res and Multi Reales | 0.32% | 5,788 | $482K | Reduce -3.5% |
| SMH Vaneck Semiconductor ETF | 0.31% | 1,240 | $476K | Reduce -12.1% |
| AEP American Electric Power | 0.30% | 3,500 | $459K | No change |
| SLV iShares Silver Trust | 0.30% | 6,685 | $456K | Add +2.5% |
| IGE iShares North American Natur | 0.28% | 6,896 | $434K | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 11,005 | $428K | New |
| SPHD Invesco S&P 500 High Dividen | 0.27% | 8,382 | $416K | Reduce -4.7% |
| FIW First Trust Water ETF | 0.26% | 3,917 | $404K | Reduce -10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 585 | $381K | Reduce -6.3% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.24% | 15,307 | $371K | Reduce -2.1% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.23% | 2,738 | $357K | Reduce -4.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 3,603 | $350K | Reduce -4.8% |
| MUB iShares National Muni Bond E | 0.23% | 3,281 | $348K | Reduce -2.1% |
| AAPL Apple Inc. | 0.22% | 1,338 | $340K | Add +27.3% |
| MS Morgan Stanley | 0.22% | 2,005 | $330K | Add +0.1% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 6,287 | $330K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.21% | 1,573 | $328K | Add +4.5% |
| CVX Chevron Corp. | 0.21% | 1,582 | $327K | Add +5.9% |
| DHS Wisdomtree US High Dividend | 0.20% | 2,755 | $301K | Reduce -5.3% |
| GLD SPDR Gold Shares | 0.20% | 698 | $300K | Reduce -4.0% |
| AGZD Wisdomtree Trust Wisdomtree | 0.19% | 12,968 | $292K | Reduce -4.8% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,006 | $289K | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.19% | 1,357 | $287K | Reduce -5.2% |
| IWM iShares Russell 2000 ETF | 0.17% | 1,063 | $264K | Reduce -5.4% |
| NEE Nextera Energy Inc. | 0.17% | 2,834 | $263K | Add +5.7% |
| MSFT Microsoft Corp. | 0.16% | 674 | $249K | Add +27.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.15% | 3,352 | $230K | Reduce -2.8% |
| SO The Southern Co. | 0.14% | 2,208 | $213K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 2,467 | $204K | Reduce -0.8% |
| PFF iShares Preferred & Income S | 0.13% | 6,718 | $204K | Reduce -3.5% |
| DTE DTE Energy Company | 0.13% | 1,386 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 12.99% | −0.50 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.2% | 4.48% | −0.49 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -9.4% | 2.42% | −0.36 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.14 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.13 |
| IBUY Amplify Online Retail ETF | Sold out | 0.00% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 3.69% | −0.13 |
| XLK SS Technology Select Sector | Reduce -7.4% | 0.70% | −0.11 |
| XLV SS Health Care Select Sector | Reduce -1.8% | 1.32% | −0.08 |
| FIW First Trust Water ETF | Reduce -10.7% | 0.26% | −0.04 |
| ESG NT Stoxx US ESG ETF | Reduce -6.1% | 0.33% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.9% | 1.06% | −0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.0% | 0.84% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.3% | 0.25% | −0.03 |
| HBTA Horizon Expedition Plus ETF | Reduce -0.8% | 0.33% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -6.4% | 0.32% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.9% | 6.75% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -12.1% | 0.31% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -5.2% | 0.19% | −0.01 |
| AGZD Wisdomtree Trust Wisdomtree | Reduce -4.8% | 0.19% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -5.4% | 0.17% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -4.8% | 0.23% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -3.5% | 0.13% | −0.01 |
| REZ Ishars Res and Multi Reales | Reduce -3.5% | 0.32% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -2.1% | 0.23% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -3.1% | 1.63% | −0.00 |
| SPHD Invesco S&P 500 High Dividen | Reduce -4.7% | 0.27% | −0.00 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -2.1% | 0.24% | −0.00 |
| SCHH Schwab US REIT ETF | Reduce -4.0% | 0.33% | 0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.8% | 0.13% | +0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.7% | 4.45% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -2.8% | 0.15% | +0.00 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -4.2% | 0.23% | +0.00 |
| DHS Wisdomtree US High Dividend | Reduce -5.3% | 0.20% | +0.01 |
| IDHQ Invesco S&P International DE | Reduce -0.9% | 0.65% | +0.01 |
| GATX Gatx Corp. | Reduce -0.1% | 0.50% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 0.58% | +0.01 |
| GLD SPDR Gold Shares | Reduce -4.0% | 0.20% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.3% | 1.44% | +0.03 |
| IWN iShares Russell 2000 Value E | Reduce -3.4% | 1.33% | +0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.8% | 0.71% | +0.03 |
| IGE iShares North American Natur | Reduce -4.6% | 0.28% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.3% | 1.02% | +0.07 |
| XLE SS Energy Select Sector | Reduce -4.3% | 0.59% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 7.12% | +0.28 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.28% | +0.28 |
| RAVI NT Ultrashrt Fi ETF | Add +2.6% | 6.24% | +0.24 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +1.0% | 3.20% | +0.19 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +1.6% | 3.07% | +0.16 |
| SO The Southern Co. | New | 0.14% | +0.14 |
| DTE DTE Energy Company | New | 0.13% | +0.13 |
| IAU iShares Gold Trust | Add +4.0% | 1.04% | +0.13 |
| VPU Vanguard Utilities ETF | Add +7.2% | 0.59% | +0.08 |
| CVX Chevron Corp. | Add +5.9% | 0.21% | +0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.8% | 3.04% | +0.06 |
| GOVT iShares US Treasury Bond ETF | Add +1.7% | 2.61% | +0.06 |
| RSPR Invesco S&P 500 Equal Weight | Add +9.0% | 0.64% | +0.05 |
| VFQY Vanguard U.S. Quality Factor | Add +7.9% | 0.81% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 1.11% | +0.04 |
| AAPL Apple Inc. | Add +27.3% | 0.22% | +0.04 |
| NEE Nextera Energy Inc. | Add +5.7% | 0.17% | +0.03 |
| SPGM State Street SPDR Portfolio | Add +2.1% | 1.70% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.9% | 2.10% | +0.03 |
| TIP iShares Tips Bond ETF | Add +4.8% | 0.50% | +0.03 |
| SLV iShares Silver Trust | Add +2.5% | 0.30% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +3.4% | 0.47% | +0.02 |
| JPSE JPM Diversified RT Small Cap | Add +0.2% | 0.22% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +1.7% | 1.50% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 0.52% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.7% | 0.33% | −0.00 |
| MSFT Microsoft Corp. | Add +27.4% | 0.16% | −0.00 |
| AMZN Amazon.com Inc. | Add +4.5% | 0.21% | −0.01 |
| MS Morgan Stanley | Add +0.1% | 0.22% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.19% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +1.4% | 4.37% | −0.04 |
| ARKK ARK Innovation ETF | Add +0.4% | 0.36% | −0.04 |
| IGM iShares Expanded Tech Sector | Add +1.4% | 2.30% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $164.1M | IVV, VEA, AGG, RAVI, QQQ |
| Q1 2026 | 78 | $152.9M | IVV, VEA, AGG, RAVI, QQQ |
| Q4 2025 | 78 | $154.8M | IVV, VEA, AGG, RAVI, QQQ |
| Q3 2025 | 81 | $184.9M | IVV, AGG, VEA, VIG, RAVI |
| Q2 2025 | 87 | $205.1M | IVV, AGG, VIG, VEA, QQQ |
| Q1 2025 | 84 | $189.3M | IVV, AGG, VIG, VEA, QQQ |
| Q4 2024 | 86 | $190.8M | IVV, AGG, VIG, QQQ, VEA |
| Q3 2024 | 89 | $194.3M | IVV, AGG, VIG, VEA, QQQ |
| Q2 2024 | 86 | $181.5M | IVV, AGG, VIG, VEA, QQQ |
| Q1 2024 | 85 | $180.9M | IVV, AGG, VIG, VEA, QUAL |