IFS Advisors
IFS Advisors reported 463 stocks worth $332M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (10.5%), IBDR (5.8%) and SCHG (5.5%). Compared with Q2 2026, the fund opened new positions in CGMS, IWY and EVTR, added to SCHG, SGOV and SPDW, trimmed IVV, IBDR and DGRO and sold out of OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $34.7M | 10.5% | 45K | −226 (−0%) | 8 of 8 | |
| 2 |  IBDR Ishares TR | $19.3M | 5.8% | 797K | −177K (−18%) | 5 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $18.4M | 5.5% | 511K | +9,428 (+2%) | 6 of 8 | |
| 4 |  DGRO Ishares TR | $18M | 5.4% | 239K | −1,398 (−1%) | 8 of 8 | |
| 5 |  SGOV Ishares TR | $17.9M | 5.4% | 178K | +1,748 (+1%) | 8 of 8 | |
| 6 |  IEFA Ishares TR | $14.5M | 4.4% | 149K | −1,301 (−1%) | 7 of 8 | |
| 7 |  BSCQ Invesco Exch Trd Slf Idx FD | $11.6M | 3.5% | 594K | −172K (−22%) | 5 of 8 | |
| 8 |  IJH Ishares TR | $11.6M | 3.5% | 161K | −669 (−0%) | 8 of 8 | |
| 9 |  SPDW Spdr Developed | $9.6M | 2.9% | 192K | +2,382 (+1%) | 4 of 8 | |
| 10 |  CGMS Capital Group U S Multi | $9.5M | 2.9% | 363K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $13K | 155 |
NATIONAL STORAGE AFFILIATES | $6K | 142 |
UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, | $2K | 30 |
Reported value
last 8 quartersThe 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IFS Advisors 13F FAQ
What does IFS Advisors own?
IFS Advisors reported 463 stocks worth $332M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (10.5%), IBDR (5.8%) and SCHG (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did IFS Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 246 new positions, 73 added to, 13 trimmed and 3 sold out. New positions include CGMS, IWY and EVTR. It sold all of OKE.
When will IFS Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is IFS Advisors's portfolio worth?
The Q3 2026 filing reports $332M 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.