1y return+14.6%S&P 500 +20.9%
3y return+49.1%S&P 500 +68.5%
5y return+49.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $160 against $200 in the S&P 500.2
IFS Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $34.1M | 16.4% | −1.8% |
| IBDRIshares Ibonds Dec 2026 Term Corporate Etf | $23.6M | 11.3% | |
| DGROIshares Core Dividend Growth Etf | $18.2M | 8.7% | |
| SGOVIshares 0-3 Month Treasury Bond Etf | $17.7M | 8.5% | |
| SCHGSchwab U.s. Large-cap Growth Etf | $17.0M | 8.1% | |
| BSCQInvesco Bulletshares 2026 Corporate Bond Etf | $15.0M | 7.2% | |
| IEFAIshares Core Msci Eafe Etf | $14.6M | 7.0% | −1.8% |
| IJHIshares Core S&p Mid-cap Etf | $12.4M | 6.0% | −1.1% |
| SPDWState Street Spdr Portfolio Developed World Ex-us Etf | $9.6M | 4.6% | +2.2% |
| IJRIshares Core S&p Small Cap Etf | $9.0M | 4.3% | −4.1% |
| VOVanguard Morningstar Mid-cap Etf | $8.1M | 3.9% | +1.0% |
| BNDVanguard Total Bond Market Etf | $5.9M | 2.8% | +1.8% |
| SCHASchwab U.s. Small-cap Etf | $5.5M | 2.6% | +1.4% |
| AGGIshares Core U.s. Aggregate Bond Etf | $4.6M | 2.2% | |
| TFLOIshares Treasury Floating Rate Bond Etf | $2.6M | 1.2% | −3.5% |
| USFRWisdomtree Floating Rate Treasury Fund | $1.8M | 0.9% | −5.5% |
| IWBIshares Russell 1000 Etf | $861K | 0.4% | |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $607K | 0.3% | |
| AAPLApple Inc Com | $514K | 0.2% | −2.2% |
| EPSWisdomtree U.s. Largecap Fund | $373K | 0.2% | −1.6% |
| IWFIshares Russell 1000 Growth Etf | $368K | 0.2% | −3.4% |
| QQQInvesco Qqq Trust Series I | $317K | 0.2% | |
| CAHCardinal Health Inc Com | $304K | 0.1% | |
| DIAState Street Spdr Dow Jones Industrial Average Etf Trust | $256K | 0.1% | |
| JPMJpmorgan Chase & Co Com | $237K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2021 | +580.3% | $196K |
| AMDAdvanced Micro Devices Inc Com | March 31, 2024 | +221.9% | $105K |
| CRWDCrowdstrike Hldgs Inc Cl A | September 30, 2024 | +172.1% | $114K |
| XUSPInnovator Uncapped Accelerated U.s. Equity Etf | September 30, 2022 | +155.3% | $107K |
| QQQInvesco Qqq Trust Series I | December 31, 2020 | +134.7% | $317K |
| JPMJpmorgan Chase & Co Com | December 31, 2021 | +106.7% | $237K |
| IVVIshares Core S&p 500 Etf | December 31, 2020 | +99.5% | $34.1M |
| EPSWisdomtree U.s. Largecap Fund | December 31, 2020 | +93.7% | $373K |
| IWBIshares Russell 1000 Etf | December 31, 2020 | +93.3% | $861K |
| DEDeere & Co Com | September 30, 2022 | +90.0% | $182K |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $133K
- SVXYProshares Short Vix Short-term Futures Etf was $32K
- INTCIntel Corp Com was $10K
- UNPUnion Pac Corp Com was $5,095
- CPCanadian Pacific Kansas City Com was $3,933
- OBDCBlue Owl Capital Corporation Com was $2,212
- SLQTSelectquote Inc Com was $116
- Purple Innovation Inc ComCUSIP 74640Y106 was $92
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +2.6% | +7.0% |
| December 31, 2022 | +3.4% | +7.1% |
| September 30, 2022 | −2.1% | −5.3% |
| June 30, 2022 | −8.2% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +5.0% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IFS Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1765617&type=13F-HR&dateb=&owner=include&count=40CIK 1765617
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1765617/000176561726000005/Filed August 11, 2026 · accession 0001765617-26-000005