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13F holdings · Q2 2026

IF Advisors

San Antonio, TX · files as IF Advisors, LLC
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 2109472

IF Advisors reported 60 stocks worth $152M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VV (12.0%), VEA (10.7%) and VO (7.6%). Compared with Q1 2026, the fund opened new positions in LLY, AVSC and XLRE, added to VV, VEA and VO and trimmed JMST, VBR and SUB.

Reported value$152M+7.5% vs last quarter
Stocks held607 new · 0 sold out
Top 5 weight39.6%fairly concentrated
Turnover18%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
VV
Vanguard Large Cap ETF
$18.3M12.0%53K+4,044 (+8%)3 of 3
2
VEA
Vanguard Tax-Managed Fds
$16.3M10.7%228K+5,516 (+2%)3 of 3
3
VO
Vanguard Index Fds
$11.6M7.6%144K+109K (+309%)3 of 3
4
VWO
Vanguard Intl Equity Index F
$8.3M5.4%138K+7,944 (+6%)3 of 3
5
BRK.B
Berkshire Hathaway Inc Del
$5.9M3.9%12K+201 (+2%)3 of 3
6
VTV
Vanguard Index Fds
$5.8M3.8%27KNo change3 of 3
7
BND
Vanguard BD Index Fds
$5.5M3.6%75K+3,758 (+5%)3 of 3
8
EFV
Ishares TR
$5.4M3.5%71K+7,367 (+12%)3 of 3
9
VB
Vanguard Index Fds
$5.4M3.5%18K+165 (+1%)3 of 3
10
VTI
Vanguard Total Stock Market ETF
$4.9M3.2%13K+22 (+0%)3 of 3
🔒 50 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 3 quarters
$123MQ4 '25
$141MQ1 '26
$152MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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IF Advisors 13F FAQ

What does IF Advisors own?

IF Advisors reported 60 stocks worth $152M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VV (12.0%), VEA (10.7%) and VO (7.6%). The table above lists every position in the filing (the top 10 without an account).

What did IF Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 20 added to, 8 trimmed and 0 sold out. New positions include LLY, AVSC and XLRE.

When will IF Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is IF Advisors's portfolio worth?

The Q2 2026 filing reports $152M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.