IF Advisors, LLC
CIK 2109472 · View on SEC EDGAR ↗
- Portfolio value
- $152.1M
- Positions
- 60
- As of
- June 30, 2026
#7,341 of 9,443 by 13F value · top 77.7%
Portfolio value QoQ: +7.5% 13F does not disclose cash
- Top 10 holdings weight
- 57.38%
- Top 25 holdings weight
- 86.87%
- Positions above 1%
- 26
- Effective number of positions
- 20.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.9% Est. buys $16,839,586 · sells $10,122,748
- New positions
- 7
- Increased
- 21
- Decreased
- 9
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Energy
1.0%
Consumer Discretionary
0.8%
Technology
0.3%
Communication Services
0.3%
Healthcare
0.3%
Financials
0.2%
Utilities
0.2%
Materials
0.1%
Retail
0.1%
Other/Unmapped
96.7%
Full portfolio 60 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VV | $18,273,658 | 12.01% | 53,135 | $3,602,813 | Up ×1 | ||
| VEA | $16,256,400 | 10.69% | 228,160 | $1,989,372 | Up ×2 | ||
| VO | $11,614,649 | 7.64% | 144,156 | $1,502,180 | Up ×2 | ||
| VWO | $8,250,949 | 5.42% | 138,230 | $1,208,991 | Up ×2 | ||
| BRKB | $5,891,592 | 3.87% | 11,774 | $345,810 | Up ×1 | ||
| VTV | $5,847,062 | 3.84% | 26,830 | $578,307 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $5,521,827 | 3.63% | 75,219 | $259,439 | Up ×2 | ||
| EFV | $5,397,128 | 3.55% | 70,505 | $702,817 | Up ×2 | ||
| VB | $5,360,071 | 3.52% | 17,683 | $771,756 | Up ×2 | ||
| VTI | $4,866,766 | 3.20% | 13,152 | $654,531 | Up ×2 | ||
| AVUV | $4,526,792 | 2.98% | 36,284 | $862,281 | Up ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $4,214,341 | 2.77% | 35,882 | $416,176 | Up ×2 | ||
| VNQ | $4,046,203 | 2.66% | 41,960 | $411,188 | Up ×1 | ||
| SCHX | $3,987,206 | 2.62% | 135,481 | $782,847 | Up ×2 | ||
| JMST | $3,519,000 | 2.31% | 69,000 | $-4,535,840 | Down ×2 | ||
| SCHF | $3,469,757 | 2.28% | 125,262 | $785,496 | Up ×2 | ||
| SCHA | $3,004,173 | 1.97% | 83,149 | $586,200 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $2,972,300 | 1.95% | 36,199 | $340,877 | Up ×2 | ||
| AVLV | $2,744,874 | 1.80% | 30,094 | $578,641 | Up ×2 | ||
| JAAA | $2,421,012 | 1.59% | 47,950 | $56,664 | Up ×1 | ||
| VBR | $2,299,657 | 1.51% | 9,464 | $232,306 | Down ×1 | ||
| SUB | $2,022,930 | 1.33% | 19,000 | $-2,503,320 | Down ×1 | ||
| VTES | $1,965,414 | 1.29% | 19,400 | $-2,535,316 | Down ×1 | ||
| SCHM | $1,845,059 | 1.21% | 50,042 | $295,750 | |||
| IWM | $1,829,140 | 1.20% | 6,088 | $316,092 | Down ×1 | ||
| DFAC | $1,529,843 | 1.01% | 34,487 | $189,678 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,508,158 | 0.99% | 11,031 | $-433,092 | Down ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1,362,943 | 0.90% | 14,412 | $292,202 | Up ×2 | ||
| AVUS | $1,277,854 | 0.84% | 9,977 | $168,611 | |||
| TSLA Tesla, Inc. - Common Stock | $1,177,259 | 0.77% | 2,799 | $136,731 | |||
| SCHD | $960,940 | 0.63% | 30,304 | $31,213 | |||
| DFIC | $957,582 | 0.63% | 25,700 | $44,461 | |||
| SCHH | $780,138 | 0.51% | 32,945 | $72,150 | |||
| SCHE | $703,517 | 0.46% | 19,402 | $64,221 | |||
| IEMG | $685,832 | 0.45% | 8,279 | $108,372 | |||
| VOO | $662,772 | 0.44% | 965 | $86,136 | |||
| VTEB | $556,380 | 0.37% | 11,000 | $-241,860 | Down ×1 | ||
| DFEM | $549,656 | 0.36% | 13,525 | $82,367 | |||
| BILXXXX | $530,687 | 0.35% | 5,791 | $242,021 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $496,924 | 0.33% | 2,484 | $64,133 | Up ×1 | ||
| SCHY | $453,929 | 0.30% | 14,306 | $-206,499 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $450,496 | 0.30% | 1,275 | $84,749 | |||
| CALF | $447,899 | 0.29% | 8,850 | $50,799 | |||
| AVIV | $438,507 | 0.29% | 5,664 | $126,915 | Up ×1 | ||
| SLYV | $417,128 | 0.27% | 3,823 | $55,549 | |||
| LLY Eli Lilly and Company Common Stock | $393,413 | 0.26% | 328 | Up ×1 | |||
| IEFA | $392,598 | 0.26% | 4,065 | $24,594 | |||
| SCHV | $336,961 | 0.22% | 9,680 | $41,721 | |||
| VXUS Vanguard Total International Stock ETF | $291,179 | 0.19% | 3,406 | $28,542 | |||
| EZM | $285,325 | 0.19% | 3,765 | $32,242 | |||
| IVV | $264,358 | 0.17% | 353 | $33,775 | |||
| HTH Hilltop Holdings Inc. | $263,704 | 0.17% | 6,800 | $20,128 | |||
| AVSC | $232,634 | 0.15% | 3,172 | Up ×1 | |||
| OKLO Oklo Inc. Class A common stock | $232,502 | 0.15% | 4,443 | $12,174 | |||
| XLRE XLRE | $226,666 | 0.15% | 5,148 | Up ×1 | |||
| VXF | $225,282 | 0.15% | 915 | Up ×1 | |||
| AVDV | $223,825 | 0.15% | 2,172 | Up ×1 | |||
| CMC Commercial Metals Company Common Stock | $221,884 | 0.15% | 3,536 | $4,668 | |||
| AMZN Amazon.com, Inc. - Common Stock | $220,226 | 0.14% | 924 | ||||
| VIG | $212,248 | 0.14% | 897 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| JMST | Trimmed | -89K | -$4.5M |
| VV | Bought more | +4K | +$3.6M |
| VTES | Trimmed | -25K | -$2.5M |
| SUB | Trimmed | -24K | -$2.5M |
| VEA | Bought more | +6K | +$2.0M |
| VO | Bought more | +109K | +$1.5M |
| VWO | Bought more | +8K | +$1.2M |
| AVUV | Bought more | +3K | +$862K |
| SCHF | Bought more | +17K | +$785K |
| SCHX | Bought more | +11K | +$783K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AMZN | March 31, 2026 | 1,268 | $292,680 | 24.9% |