IFC Advisors LLC

CIK 0002053348 • 6 13F filings • May 1, 2025 – Aug 5, 2026

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Filer information

Filed by: IFC Advisors LLC, CHIEF COMPLIANCE OFFICER
Address: 11601 WILSHIRE BLVD., SUITE 1725, LOS ANGELES, CA, 90025
Phone: 310-596-7588
AUM: $684.7M

AUM over time

$787.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $684.7M175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.2%Prev: 0.3%	11,531 SH	Decreased-40 SH
ABBVIE INC	COM	$821K	0.1%Prev: 0.1%	3,595 SH	Increased+1,070 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.2%Prev: 0.2%	3,933 SH	Increased-154 SH
ACUSHNET HLDGS CORP	COM	$204K	0.0%Prev: 0.0%	2,560 SH	Decreased-158 SH
ADOBE INC	COM	$1.1M	0.2%Prev: 0.2%	3,040 SH	Decreased-7 SH
ADVANCED MICRO DEVICES INC	COM	$203K	0.0%	946 SH	New
ALPHABET INC	CAP STK CL A	$12.1M	1.8%Prev: 1.6%	38,777 SH	Increased+2,578 SH
ALPHABET INC	CAP STK CL C	$3.7M	0.5%Prev: 0.5%	11,673 SH	Increased+1,553 SH
AMAZON COM INC	COM	$10.0M	1.5%Prev: 1.7%	43,294 SH	Increased+1,592 SH
AMERICAN EXPRESS CO	COM	$3.3M	0.5%Prev: 0.6%	9,022 SH	Increased-74 SH
AMGEN INC	COM	$881K	0.1%Prev: 0.1%	2,693 SH	Increased+266 SH
ANALOG DEVICES INC	COM	$218K	0.0%Prev: 0.4%	803 SH	Decreased-8,268 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$11.5M	1.7%Prev: 2.6%	225,155 SH	Decreased-53,825 SH
AON PLC	SHS CL A	$377K	0.1%Prev: 0.1%	1,068 SH	Decreased
APOLLO GLOBAL MGMT INC	COM	$5.3M	0.8%	36,703 SH	New
APPLE INC	COM	$17.5M	2.6%Prev: 2.7%	64,437 SH	Increased+5,488 SH
AT&T INC	COM	$262K	0.0%Prev: 0.1%	10,530 SH	Decreased-1,750 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.3M	0.2%Prev: 0.3%	5,058 SH	Decreased-228 SH
BANK AMERICA CORP	COM	$1.9M	0.3%Prev: 0.3%	34,473 SH	Increased-1,485 SH
BERKLEY W R CORP	COM	$325K	0.0%Prev: 0.1%	4,630 SH	Decreased-190 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$4.5M	0.7%Prev: 0.8%	6 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.2M	1.6%Prev: 1.9%	22,293 SH	Increased+2,168 SH
BLACKROCK INC	COM	$1.0M	0.1%Prev: 0.2%	936 SH	Decreased-23 SH
BLACKSTONE INC	COM	$2.6M	0.4%Prev: 0.5%	16,915 SH	Decreased+64 SH
BLUE OWL CAPITAL CORPORATION	COM	$199K	0.0%Prev: 0.0%	16,000 SH	Decreased
BOSTON SCIENTIFIC CORP	COM	$236K	0.0%Prev: 0.0%	2,478 SH	Decreased-159 SH
BROADCOM INC	COM	$5.1M	0.7%Prev: 0.9%	14,785 SH	Increased-258 SH
BROOKFIELD CORP	CL A LTD VT SH	$284K	0.0%Prev: 0.1%	6,178 SH	Decreased+1,559 SH
CATERPILLAR INC	COM	$3.8M	0.6%Prev: 0.5%	6,668 SH	Increased+1,244 SH
CBRE GROUP INC	CL A	$206K	0.0%	1,284 SH	New
CHEVRON CORP NEW	COM	$1.9M	0.3%Prev: 0.4%	12,644 SH	Decreased-2,649 SH
CHUBB LIMITED	COM	$468K	0.1%Prev: 0.1%	1,499 SH	Increased-15 SH
CISCO SYS INC	COM	$1.5M	0.2%Prev: 0.2%	19,155 SH	Increased
CITIGROUP INC	COM NEW	$387K	0.1%Prev: 0.1%	3,319 SH	Increased
COCA COLA CO	COM	$1.6M	0.2%Prev: 0.3%	23,365 SH	Increased-5 SH
CONOCOPHILLIPS	COM	$1.9M	0.3%Prev: 0.4%	20,098 SH	Decreased-506 SH
COSTCO WHSL CORP NEW	COM	$3.0M	0.4%Prev: 0.6%	3,462 SH	Decreased+118 SH
CROWDSTRIKE HLDGS INC	CL A	$516K	0.1%Prev: 0.1%	1,100 SH	Increased+87 SH
DANAHER CORPORATION	COM	$1.7M	0.2%Prev: 0.3%	7,403 SH	Increased+11 SH
DEERE & CO	COM	$1.5M	0.2%Prev: 0.3%	3,195 SH	Increased-6 SH
DOUBLELINE YIELD OPPORTUNITI	COM	$351K	0.1%Prev: 0.1%	24,117 SH	Decreased-3,038 SH
DUKE ENERGY CORP NEW	COM NEW	$318K	0.0%Prev: 0.1%	2,717 SH	Decreased-122 SH
EATON CORP PLC	SHS	$931K	0.1%Prev: 0.2%	2,923 SH	Decreased-3 SH
EATON VANCE TAX-MANAGED GLOB	COM	$495K	0.1%Prev: 0.1%	51,967 SH	Decreased-11,669 SH
ELI LILLY & CO	COM	$5.3M	0.8%Prev: 0.7%	4,897 SH	Increased+206 SH
EMCOR GROUP INC	COM	$2.5M	0.4%Prev: 0.5%	4,033 SH	Decreased-13 SH
EXXON MOBIL CORP	COM	$4.0M	0.6%Prev: 0.6%	33,082 SH	Increased+2,687 SH
FLUTTER ENTMT PLC	SHS	$2.9M	0.4%	13,403 SH	New
FREEPORT-MCMORAN INC	CL B	$5.0M	0.7%Prev: 0.7%	98,435 SH	Increased+7,324 SH
FTI CONSULTING INC	COM	$210K	0.0%Prev: 0.0%	1,231 SH	Decreased-146 SH
GENERAL DYNAMICS CORP	COM	$263K	0.0%Prev: 0.0%	781 SH	Decreased-12 SH
GENIUS SPORTS LIMITED	SHARES CL A	$32.0M	4.7%Prev: 6.2%	2,907,799 SH	Decreased+184,819 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$750K	0.1%	7,507 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$5.8M	0.8%Prev: 1.0%	134,265 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$275K	0.0%Prev: 0.1%	2,076 SH	Decreased-415 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	0.3%Prev: 0.3%	2,354 SH	Increased+295 SH
GOLUB CAP BDC INC	COM	$631K	0.1%Prev: 0.1%	46,512 SH	Increased+11,815 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$380K	0.1%Prev: 0.1%	13,526 SH	Decreased
HEICO CORP NEW	CL A	$311K	0.0%Prev: 0.1%	1,231 SH	Decreased-17 SH
HILTON WORLDWIDE HLDGS INC	COM	$356K	0.1%Prev: 0.1%	1,239 SH	Increased-83 SH
HOME DEPOT INC	COM	$1.9M	0.3%Prev: 0.4%	5,575 SH	Decreased-139 SH
HONEYWELL INTL INC	COM	$1.5M	0.2%Prev: 0.3%	7,513 SH	Decreased-63 SH
HOWARD HUGHES HOLDINGS INC	COM	$4.2M	0.6%Prev: 0.8%	52,652 SH	Increased+2,229 SH
ILLINOIS TOOL WKS INC	COM	$224K	0.0%Prev: 0.1%	908 SH	Decreased-279 SH
INTUITIVE SURGICAL INC	COM NEW	$575K	0.1%Prev: 0.1%	1,016 SH	Increased+332 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$510K	0.1%Prev: 0.1%	3,254 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$354K	0.1%Prev: 0.1%	576 SH	Decreased-461 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.2M	0.2%Prev: 0.3%	24,280 SH	Decreased+1,700 SH
ISHARES INC	CORE MSCI EMKT	$1.6M	0.2%Prev: 0.3%	24,023 SH	Increased+55 SH
ISHARES SILVER TR	ISHARES	$4.0M	0.6%Prev: 0.4%	62,379 SH	Increased+5,781 SH
ISHARES TR	0-3 MNTH TREASRY	$535K	0.1%	5,326 SH	New
ISHARES TR	CALIF MUN BD ETF	$1.1M	0.2%Prev: 0.2%	19,151 SH	Decreased-4,243 SH
ISHARES TR	CORE MSCI EAFE	$287K	0.0%Prev: 0.1%	3,204 SH	Decreased-647 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.3%Prev: 0.7%	32,395 SH	Decreased-26,212 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.2%	10,279 SH	Increased
ISHARES TR	CORE S&P TTL STK	$725K	0.1%Prev: 0.2%	4,878 SH	Decreased-1,482 SH
ISHARES TR	CORE S&P500 ETF	$10.9M	1.6%Prev: 2.0%	15,949 SH	Increased-268 SH
ISHARES TR	ISHARES BIOTECH	$255K	0.0%Prev: 0.0%	1,513 SH	Increased
ISHARES TR	MSCI ACWI ETF	$14.8M	2.2%Prev: 2.6%	104,647 SH	Increased+292 SH
ISHARES TR	MSCI USA QLT FCT	$288K	0.0%Prev: 0.1%	1,450 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$398K	0.1%Prev: 0.1%	3,717 SH	Increased
ISHARES TR	RUS 1000 ETF	$4.9M	0.7%Prev: 0.9%	13,072 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$4.5M	0.7%Prev: 0.7%	9,421 SH	Increased+903 SH
ISHARES TR	RUS 1000 VAL ETF	$2.4M	0.4%Prev: 0.3%	11,581 SH	Increased+2,576 SH
ISHARES TR	RUS MD CP GR ETF	$1.9M	0.3%Prev: 0.4%	14,171 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$7.0M	1.0%Prev: 1.3%	72,291 SH	Decreased-1,419 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.1%Prev: 0.1%	4,109 SH	Increased+1,650 SH
ISHARES TR	S&P 500 GRWT ETF	$613K	0.1%Prev: 0.1%	4,972 SH	Decreased-439 SH
ISHARES TR	S&P 500 VAL ETF	$224K	0.0%Prev: 0.0%	1,054 SH	Decreased-154 SH
ISHARES TR	SELECT DIVID ETF	$2.5M	0.4%Prev: 0.5%	17,673 SH	Decreased-18 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$509K	0.1%	10,000 SH	New
JOHNSON & JOHNSON	COM	$943K	0.1%Prev: 0.1%	4,559 SH	Increased+1,679 SH
JPMORGAN CHASE & CO.	COM	$9.2M	1.3%Prev: 1.6%	28,487 SH	Increased+471 SH
KAYNE ANDERSON ENERGY INFRST	COM	$209K	0.0%Prev: 0.0%	16,908 SH	Decreased-3,695 SH
KKR & CO INC	COM	$1.9M	0.3%Prev: 0.4%	14,534 SH	Decreased-227 SH
KLA CORP	COM NEW	$413K	0.1%Prev: 0.1%	340 SH	Increased
KROGER CO	COM	$540K	0.1%Prev: 0.1%	8,642 SH	Decreased-12 SH
LAM RESEARCH CORP	COM NEW	$229K	0.0%	1,340 SH	New
LOCKHEED MARTIN CORP	COM	$277K	0.0%Prev: 0.1%	573 SH	Decreased+1 SH
LOWES COS INC	COM	$333K	0.0%Prev: 0.3%	1,382 SH	Decreased-4,332 SH
MARKEL GROUP INC	COM	$219K	0.0%	102 SH	New
MARRIOTT INTL INC NEW	CL A	$415K	0.1%Prev: 0.1%	1,338 SH	Increased
MARSH & MCLENNAN COS INC	COM	$286K	0.0%Prev: 0.1%	1,541 SH	Decreased+37 SH
MASTERCARD INCORPORATED	CL A	$2.5M	0.4%Prev: 0.5%	4,462 SH	Increased+65 SH
MATTHEWS ASIA FDS	EMER MKTS EQUITY	$727K	0.1%Prev: 0.0%	20,302 SH	Increased+13,740 SH
MCDONALDS CORP	COM	$2.5M	0.4%Prev: 0.4%	8,053 SH	Increased+385 SH
MCKESSON CORP	COM	$646K	0.1%Prev: 0.1%	787 SH	Increased-40 SH
MEDICAL PPTYS TRUST INC	COM	$68K	0.0%Prev: 0.0%	13,682 SH	Decreased+29 SH
MERCADOLIBRE INC	COM	$214K	0.0%Prev: 0.0%	106 SH	Decreased-3 SH
MERCK & CO INC	COM	$341K	0.0%	3,242 SH	New
META PLATFORMS INC	CL A	$2.3M	0.3%Prev: 0.4%	3,475 SH	Increased+661 SH
MICROSOFT CORP	COM	$12.5M	1.8%Prev: 2.5%	25,888 SH	Decreased-29 SH
MOODYS CORP	COM	$220K	0.0%Prev: 0.0%	431 SH	Increased+9 SH
MORGAN STANLEY	COM NEW	$2.9M	0.4%Prev: 0.5%	16,385 SH	Increased+35 SH
MOTOROLA SOLUTIONS INC	COM NEW	$1.5M	0.2%Prev: 0.3%	4,001 SH	Decreased-42 SH
NASDAQ INC	COM	$400K	0.1%Prev: 0.1%	4,117 SH	Increased+28 SH
NATIONAL FUEL GAS CO	COM	$228K	0.0%Prev: 0.0%	2,844 SH	Decreased
NETFLIX INC	COM	$753K	0.1%Prev: 0.2%	8,033 SH	Decreased+7,211 SH
NEXTERA ENERGY INC	COM	$4.3M	0.6%Prev: 0.7%	54,004 SH	Increased+2,744 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$1.6M	0.2%Prev: 0.3%	138,745 SH	Decreased-13,589 SH
NVIDIA CORPORATION	COM	$13.4M	2.0%Prev: 2.1%	71,997 SH	Increased+11,840 SH
NXP SEMICONDUCTORS N V	COM	$212K	0.0%Prev: 0.0%	977 SH	Decreased-113 SH
ORACLE CORP	COM	$421K	0.1%Prev: 0.1%	2,158 SH	Increased+671 SH
OREILLY AUTOMOTIVE INC	COM	$482K	0.1%Prev: 0.1%	5,285 SH	Decreased-55 SH
PALANTIR TECHNOLOGIES INC	CL A	$412K	0.1%Prev: 0.1%	2,316 SH	Increased+690 SH
PEPSICO INC	COM	$1.1M	0.2%Prev: 0.2%	7,795 SH	Decreased-364 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$6.8M	1.0%Prev: 1.1%	176,152 SH	Increased+11,747 SH
PRIMERICA INC	COM	$256K	0.0%Prev: 0.1%	992 SH	Decreased-68 SH
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$51.1M	7.5%Prev: 9.2%	2,682,109 SH	Increased+59,145 SH
PROCTER AND GAMBLE CO	COM	$228K	0.0%	1,590 SH	New
PROGRESSIVE CORP	COM	$6.1M	0.9%Prev: 0.1%	26,812 SH	Increased+24,212 SH
PROLOGIS INC.	COM	$1.9M	0.3%Prev: 0.3%	14,858 SH	Increased
QUALCOMM INC	COM	$518K	0.1%	3,028 SH	New
RIVERNORTH FLEXIBLE MUNI INC	COM	$839K	0.1%Prev: 0.1%	66,269 SH	Increased+35,522 SH
RTX CORPORATION	COM	$6.4M	0.9%Prev: 1.1%	35,024 SH	Increased+228 SH
S&P GLOBAL INC	COM	$246K	0.0%Prev: 0.0%	470 SH	Increased+10 SH
SALESFORCE INC	COM	$312K	0.0%Prev: 0.1%	1,176 SH	Decreased-199 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$486K	0.1%	4,071 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$474K	0.1%	3,060 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$394K	0.1%	2,539 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$6.0M	0.9%	41,951 SH	New
SERVICENOW INC	COM	$397K	0.1%Prev: 0.1%	2,589 SH	Decreased+2,067 SH
SHERWIN WILLIAMS CO	COM	$1.3M	0.2%Prev: 0.3%	4,121 SH	Decreased+14 SH
SIMPSON MFG INC	COM	$276K	0.0%Prev: 0.1%	1,711 SH	Decreased-135 SH
SOUTHERN CO	COM	$313K	0.0%Prev: 0.1%	3,585 SH	Decreased-10 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.4%Prev: 0.5%	3,522 SH	Decreased-652 SH
SPDR SERIES TRUST	STATE STREET SPD	$346K	0.1%	7,996 SH	New
STARWOOD PPTY TR INC	COM	$384K	0.1%Prev: 0.1%	21,294 SH	Decreased-14,132 SH
STRYKER CORPORATION	COM	$276K	0.0%	785 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$270K	0.0%Prev: 0.0%	889 SH	Increased+19 SH
TESLA INC	COM	$2.3M	0.3%Prev: 0.4%	5,071 SH	Increased+411 SH
THE CIGNA GROUP	COM	$527K	0.1%Prev: 0.1%	1,915 SH	Decreased-117 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.9M	0.3%Prev: 0.3%	3,256 SH	Increased+2 SH
TJX COS INC NEW	COM	$211K	0.0%	1,371 SH	New
TRANSDIGM GROUP INC	COM	$352K	0.1%Prev: 0.1%	265 SH	Decreased-22 SH
TRAVELERS COMPANIES INC	COM	$1.3M	0.2%Prev: 0.2%	4,631 SH	Increased+510 SH
UBER TECHNOLOGIES INC	COM	$265K	0.0%Prev: 0.1%	3,244 SH	Decreased-346 SH
UNION PAC CORP	COM	$1.5M	0.2%Prev: 0.3%	6,451 SH	Decreased-1,368 SH
UNITEDHEALTH GROUP INC	COM	$222K	0.0%Prev: 0.0%	674 SH	Increased+83 SH
VANECK ETF TRUST	GOLD MINERS ETF	$3.0M	0.4%Prev: 0.4%	34,639 SH	Increased+6,310 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	0.3%Prev: 0.4%	3,865 SH	Decreased-158 SH
VANGUARD INDEX FDS	MID CAP ETF	$38.2M	5.6%Prev: 6.9%	131,672 SH	Increased+3,048 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$286K	0.0%Prev: 0.1%	3,229 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.5%Prev: 0.6%	5,529 SH	Increased+360 SH
VANGUARD INDEX FDS	SMALL CP ETF	$12.7M	1.9%Prev: 0.1%	49,283 SH	Increased+48,201 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$11.0M	1.6%Prev: 2.0%	32,877 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$109.2M	15.9%	571,755 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	0.3%Prev: 0.4%	38,200 SH	Increased
VANGUARD WORLD FD	MEGA GRWTH IND	$75.3M	11.0%Prev: 13.8%	182,448 SH	Decreased-4,836 SH
VISA INC	COM CL A	$2.3M	0.3%Prev: 0.4%	6,687 SH	Decreased-329 SH
VULCAN MATLS CO	COM	$265K	0.0%Prev: 0.1%	928 SH	Decreased
WALMART INC	COM	$2.4M	0.3%Prev: 0.4%	21,431 SH	Increased-79 SH
WATTS WATER TECHNOLOGIES INC	CL A	$238K	0.0%Prev: 0.0%	864 SH	Decreased-54 SH
WELLS FARGO CO NEW	COM	$331K	0.0%Prev: 0.0%	3,554 SH	Increased+405 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$4.0M	0.6%Prev: 0.8%	12,135 SH	Decreased

Sold (vs prior filing)

AMPHENOL CORP NEW — $2.2M
BLUE OWL CAPITAL INC — $4.4M
BOEING CO — $290K
DOMINION ENERGY INC — $211K
FISERV INC — $585K
HP INC — $1.2M
PALO ALTO NETWORKS INC — $210K
ROOT INC — $4.0M
SELECT SECTOR SPDR TR — $392K
SELECT SECTOR SPDR TR — $487K
SELECT SECTOR SPDR TR — $426K
SELECT SECTOR SPDR TR — $5.9M
SPDR SERIES TRUST — $440K
VERIZON COMMUNICATIONS INC — $465K
ZOETIS INC — $864K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0002053348-26-000001	$684.7M	View
Nov 3, 2025	Q3 2025	13F-HR	0002053348-25-000006	$545.9M	View
Aug 5, 2026	Q2 2026