Interactive Financial Advisors
Interactive Financial Advisors reported 74 stocks worth $164M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (13.3%), VEA (7.2%) and AGG (6.2%). Compared with Q1 2026, the fund opened new positions in IJT, added to VEA, RAVI and QQQ, trimmed IVV, AGG and VIG and sold out of VTI, IVE and IWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $21.8M | 13.3% | 30K | −640 (−2%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $11.9M | 7.2% | 172K | +1,823 (+1%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $10.2M | 6.2% | 103K | −701 (−1%) | 8 of 8 | |
| 4 |  RAVI Flexshares TR | $10M | 6.1% | 132K | +5,894 (+5%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $9.1M | 5.5% | 13K | +785 (+7%) | 8 of 8 | |
| 6 |  QUAL Ishares TR | $7.6M | 4.7% | 35K | +557 (+2%) | 8 of 8 | |
| 7 |  TLT Ishares TR | $6.8M | 4.2% | 79K | +625 (+1%) | 8 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $5.8M | 3.5% | 25K | −1,557 (−6%) | 8 of 8 | |
| 9 |  SLYG Spdr Series Trust | $5.8M | 3.5% | 49K | +669 (+1%) | 8 of 8 | |
| 10 |  SLYV Spdr Series Trust | $5.6M | 3.4% | 53K | +742 (+1%) | 8 of 8 |
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.
Sold out
held in Q1 2026, gone in Q2 2026
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Interactive Financial Advisors 13F FAQ
What does Interactive Financial Advisors own?
Interactive Financial Advisors reported 74 stocks worth $164M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IVV (13.3%), VEA (7.2%) and AGG (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Interactive Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 31 added to, 34 trimmed and 5 sold out. New positions include IJT. It sold all of VTI, IVE and IWM.
When will Interactive Financial 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 Interactive Financial Advisors's portfolio worth?
The Q2 2026 filing reports $164M 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.