IFS Advisors, LLC

CIK 0001765617 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $132.2M170 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$24K	0.0%Prev: 0.0%	158 SH	Increased
ABBVIE INC COM	Stock	$37K	0.0%Prev: 0.0%	200 SH	Decreased
ADVANCED MICRO DEVICES INC COM	Stock	$26K	0.0%Prev: 0.0%	180 SH	Decreased
ADVISORSHARES PURE US CANNABIS ETF	ETF	$373	0.0%Prev: 0.0%	155 SH	Decreased
ALLETE INC COM NEW	Stock	$4K	0.0%	70 SH	New
ALLY FINL INC COM	Stock	$4K	0.0%Prev: 0.0%	100 SH	Decreased
ALPHABET INC CAP STK CL C	Stock	$27K	0.0%Prev: 0.0%	150 SH	Decreased-19 SH
ALTRIA GROUP INC COM	Stock	$13K	0.0%Prev: 0.0%	227 SH	Decreased-1,013 SH
AMAZON COM INC COM	Stock	$90K	0.1%Prev: 0.1%	412 SH	Decreased-102 SH
AMERICAN ELEC PWR CO INC COM	Stock	$59K	0.0%Prev: 0.1%	571 SH	Decreased-188 SH
AMERICAN EXPRESS CO COM	Stock	$6K	0.0%Prev: 0.0%	20 SH	Increased
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$15K	0.0%	341 SH	New
ANDERSONS INC COM	Stock	$2K	0.0%Prev: 0.0%	42 SH	Decreased
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR	ADR	$4K	0.0%	61 SH	New
APPLE INC COM	Stock	$385K	0.3%Prev: 0.2%	1,876 SH	Decreased+60 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$9K	0.0%Prev: 0.0%	175 SH	Decreased-193 SH
ARES CAPITAL CORP COM	CEF	$658	0.0%Prev: 0.0%	30 SH	Increased
ARK INNOVATION ETF	ETF	$15K	0.0%Prev: 0.0%	213 SH	Increased
ARM HOLDINGS PLC SPONSORED ADS	ADR	$2K	0.0%Prev: 0.0%	15 SH	Increased
ASML HOLDING N V N Y REGISTRY SHS	ADR	$3K	0.0%	4 SH	New
AT&T INC COM	Stock	$25K	0.0%Prev: 0.0%	862 SH	Decreased-2 SH
AUTOMATIC DATA PROCESSING INC COM	Stock	$275K	0.2%Prev: 0.1%	891 SH	Increased+200 SH
BANK AMERICA CORP COM	Stock	$12K	0.0%Prev: 0.0%	249 SH	Decreased-23 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$589K	0.4%Prev: 0.3%	1,213 SH	Increased
BLOCK INC CL A	Stock	$2K	0.0%Prev: 0.0%	25 SH	Increased
BLUE OWL CAPITAL CORPORATION COM	CEF	$3K	0.0%Prev: 0.0%	200 SH	Increased
BOEING CO COM	Stock	$4K	0.0%Prev: 0.0%	21 SH	Increased
BRIGHTHOUSE FINL INC COM	Stock	$967	0.0%Prev: 0.0%	18 SH	Increased+5 SH
BROADCOM INC COM	Stock	$28K	0.0%Prev: 0.0%	100 SH	Decreased
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT	Stock	$23K	0.0%	675 SH	New
C3 AI INC CL A	Stock	$1K	0.0%Prev: 0.0%	50 SH	Increased
CAPITAL ONE FINL CORP COM	Stock	$5K	0.0%Prev: 0.0%	25 SH	Increased
CAPITOL FED FINL INC COM	Stock	$27K	0.0%Prev: 0.0%	4,442 SH	Decreased
CARDINAL HEALTH INC COM	Stock	$215K	0.2%Prev: 0.1%	1,280 SH	Decreased
CARLYLE GROUP INC COM	Stock	$1K	0.0%Prev: 0.0%	23 SH	Increased
CHENIERE ENERGY INC COM NEW	Stock	$11K	0.0%Prev: 0.0%	44 SH	Decreased
CHEVRON CORP NEW COM	Stock	$31K	0.0%	217 SH	New
CISCO SYS INC COM	Stock	$2K	0.0%Prev: 0.0%	35 SH	Decreased-1 SH
CLEAN ENERGY FUELS CORP COM	Stock	$312	0.0%Prev: 0.0%	160 SH	Decreased
CLOUDFLARE INC CL A COM	Stock	$3K	0.0%Prev: 0.0%	17 SH	Decreased
COCA COLA CO COM	Stock	$10K	0.0%Prev: 0.0%	148 SH	Decreased
COINBASE GLOBAL INC COM CL A	Stock	$12K	0.0%Prev: 0.0%	33 SH	Increased
COMPASS MINERALS INTL INC COM	Stock	$2K	0.0%Prev: 0.0%	120 SH	Decreased
CORNING INC COM	Stock	$2K	0.0%Prev: 0.0%	30 SH	Decreased
COSTCO WHSL CORP NEW COM	Stock	$19K	0.0%	19 SH	New
CRISPR THERAPEUTICS AG NAMEN AKT	Stock	$3K	0.0%Prev: 0.0%	59 SH	Increased
CROWDSTRIKE HLDGS INC CL A	Stock	$76K	0.1%Prev: 0.0%	149 SH	Increased
CSX CORP COM	Stock	$10K	0.0%Prev: 0.0%	315 SH	Decreased-146 SH
CYBERARK SOFTWARE LTD SHS	Stock	$17K	0.0%	41 SH	New
DARE BIOSCIENCE INC COM NEW	Stock	$2K	0.0%Prev: 0.0%	950 SH	Increased
DEERE & CO COM	Stock	$128K	0.1%Prev: 0.1%	251 SH	Decreased-35 SH
DELL TECHNOLOGIES INC CL C	Stock	$9K	0.0%Prev: 0.0%	75 SH	Decreased
DISNEY WALT CO COM	Stock	$13K	0.0%Prev: 0.0%	102 SH	Decreased-100 SH
DOMINOS PIZZA INC COM	Stock	$4K	0.0%Prev: 0.0%	8 SH	Increased
DOW INC COM	Stock	$15K	0.0%	585 SH	New
EXXON MOBIL CORP COM	Stock	$23K	0.0%Prev: 0.1%	211 SH	Decreased-570 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$3K	0.0%	60 SH	New
FORD MTR CO COM	Stock	$41K	0.0%Prev: 0.0%	3,795 SH	Decreased
GENERAL MLS INC COM	Stock	$518	0.0%	10 SH	New
GILEAD SCIENCES INC COM	Stock	$3K	0.0%Prev: 0.0%	24 SH	Decreased
GLADSTONE LD CORP COM	REIT	$9K	0.0%Prev: 0.0%	876 SH	Decreased
GLOBAL NET LEASE INC COM NEW	REIT	$4K	0.0%Prev: 0.0%	534 SH	Decreased
HEICO CORP NEW COM	Stock	$16K	0.0%Prev: 0.0%	50 SH	Increased
HERSHEY CO COM	Stock	$9K	0.0%Prev: 0.0%	57 SH	Decreased
HOME DEPOT INC COM	Stock	$23K	0.0%Prev: 0.0%	63 SH	Increased
INNOVATIVE INDL PPTYS INC COM	REIT	$1K	0.0%Prev: 0.0%	20 SH	Increased
INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF	ETF	$92K	0.1%Prev: 0.1%	2,196 SH	Decreased-611 SH
INTEL CORP COM	Stock	$5K	0.0%Prev: 0.0%	235 SH	Decreased
INTERNATIONAL BUSINESS MACHS COM	Stock	$58K	0.0%Prev: 0.0%	197 SH	Increased
INTUITIVE SURGICAL INC COM NEW	Stock	$10K	0.0%Prev: 0.0%	18 SH	Increased
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	ETF	$61K	0.0%Prev: 0.0%	4,700 SH	Decreased
INVESCO QQQ TRUST SERIES I	ETF	$228K	0.2%Prev: 0.1%	414 SH	Decreased-17 SH
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF	ETF	$99K	0.1%Prev: 0.1%	2,072 SH	Decreased
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$21.5M	16.3%Prev: 9.2%	213,689 SH	Increased+36,522 SH
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	$50K	0.0%Prev: 0.0%	600 SH	Increased
ISHARES 20 YEAR TREASURY BOND ETF	ETF	$7K	0.0%	82 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$16K	0.0%Prev: 0.0%	260 SH	Decreased-835 SH
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$13.2M	10.0%Prev: 8.7%	205,834 SH	Decreased-35,296 SH
ISHARES CORE MSCI EAFE ETF	ETF	$15.9M	12.1%Prev: 7.2%	190,896 SH	Increased+37,318 SH
ISHARES CORE S&P 500 ETF	ETF	$39.1M	29.6%Prev: 15.6%	63,019 SH	Increased+16,597 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$10.0M	7.5%Prev: 5.7%	160,599 SH	Decreased-2,643 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$9.2M	7.0%Prev: 4.1%	84,393 SH	Increased+21,127 SH
ISHARES FLOATING RATE BOND ETF	ETF	$51K	0.0%Prev: 0.0%	1,000 SH	Increased
ISHARES RUSSELL 1000 ETF	ETF	$727K	0.6%Prev: 0.4%	2,141 SH	Decreased+26 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$313K	0.2%Prev: 0.2%	737 SH	Decreased-30 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$74K	0.1%Prev: 0.0%	383 SH	Decreased
ISHARES RUSSELL 2000 ETF	ETF	$23K	0.0%Prev: 0.0%	105 SH	Decreased
JOHNSON & JOHNSON COM	Stock	$11K	0.0%Prev: 0.0%	72 SH	Decreased
JPMORGAN CHASE & CO. COM	Stock	$3K	0.0%	11 SH	New
KINETIK HOLDINGS INC COM NEW CL A	Stock	$9K	0.0%Prev: 0.0%	200 SH	Decreased
KKR & CO INC COM	Stock	$16K	0.0%Prev: 0.0%	119 SH	Increased
KRAFT HEINZ CO COM	Stock	$7K	0.0%	285 SH	New
KRISPY KREME INC COM	Stock	$162	0.0%Prev: 0.0%	56 SH	Decreased
KYNDRYL HLDGS INC COMMON STOCK	Stock	$2K	0.0%Prev: 0.0%	42 SH	Increased
LG DISPLAY CO LTD SPONS ADR REP	ADR	$10K	0.0%Prev: 0.0%	3,040 SH	Decreased
LOCKHEED MARTIN CORP COM	Stock	$6K	0.0%Prev: 0.0%	13 SH	Decreased
LUMEN TECHNOLOGIES INC COM	Stock	$113	0.0%Prev: 0.0%	26 SH	Decreased
MACYS INC COM	Stock	$116	0.0%Prev: 0.0%	10 SH	Decreased
MERCK & CO INC COM	Stock	$47K	0.0%Prev: 0.0%	597 SH	Decreased
META PLATFORMS INC CL A	Stock	$79K	0.1%Prev: 0.0%	107 SH	Increased-18 SH
METLIFE INC COM	Stock	$3K	0.0%Prev: 0.0%	35 SH	Increased+10 SH
MGM RESORTS INTERNATIONAL COM	Stock	$619	0.0%Prev: 0.0%	18 SH	Decreased
MICROSOFT CORP COM	Stock	$28K	0.0%Prev: 0.0%	56 SH	Increased-1 SH
MODERNA INC COM	Stock	$2K	0.0%Prev: 0.0%	55 SH	Decreased
MONSTER BEVERAGE CORP NEW COM	Stock	$6K	0.0%	100 SH	New
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN	REIT	$5K	0.0%Prev: 0.0%	142 SH	Decreased
NET LEASE OFFICE PROPERTIES COM	REIT	$97	0.0%Prev: 0.0%	3 SH	Increased
NETFLIX INC COM	Stock	$71K	0.1%	53 SH	New
NIKE INC CL B	Stock	$13K	0.0%Prev: 0.0%	189 SH	Increased-41 SH
NORWEGIAN CRUISE LINE HLDG LTD SHS	Stock	$385	0.0%	19 SH	New
NVIDIA CORPORATION COM	Stock	$172K	0.1%Prev: 0.1%	1,091 SH	Decreased+33 SH
OKTA INC CL A	Stock	$3K	0.0%Prev: 0.0%	30 SH	Increased
ONEOK INC NEW COM	Stock	$13K	0.0%Prev: 0.0%	155 SH	Decreased
OREILLY AUTOMOTIVE INC COM	Stock	$12K	0.0%Prev: 0.0%	135 SH	Decreased
ORGANON & CO COMMON STOCK	Stock	$561	0.0%Prev: 0.0%	58 SH	Increased
ORION PROPERTIES INC COM	REIT	$31	0.0%Prev: 0.0%	15 SH	Decreased
PARK HOTELS & RESORTS INC COM	REIT	$9K	0.0%Prev: 0.0%	893 SH	Decreased
PAYPAL HLDGS INC COM	Stock	$2K	0.0%Prev: 0.0%	25 SH	Increased
PFIZER INC COM	Stock	$44K	0.0%Prev: 0.0%	1,820 SH	Decreased
PPL CORP COM	Stock	$10K	0.0%Prev: 0.0%	288 SH	Decreased
PROCTER AND GAMBLE CO COM	Stock	$74K	0.1%	465 SH	New
PROSHARES SHORT VIX SHORT-TERM FUTURES ETF	ETF	$13K	0.0%Prev: 0.0%	299 SH	Decreased-390 SH
PRUDENTIAL FINL INC COM	Stock	$1K	0.0%Prev: 0.0%	12 SH	Increased
PURPLE INNOVATION INC COM	Stock	$102	0.0%Prev: 0.0%	140 SH	Increased
REALTY INCOME CORP COM	REIT	$9K	0.0%Prev: 0.0%	159 SH	Decreased
ROBLOX CORP CL A	Stock	$2K	0.0%Prev: 0.0%	16 SH	Increased
RTX CORPORATION COM	Stock	$5K	0.0%Prev: 0.0%	32 SH	Decreased
SALESFORCE INC COM	Stock	$1K	0.0%Prev: 0.0%	4 SH	Increased
SCHWAB U.S. BROAD MARKET ETF	ETF	$41	0.0%Prev: 0.0%	1 SH	Increased+1 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$11.8M	8.9%Prev: 7.5%	402,260 SH	Decreased-97,821 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.3M	1.0%Prev: 2.2%	50,356 SH	Decreased-99,646 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$34K	0.0%Prev: 0.0%	1,266 SH	Decreased+46 SH
SELECTQUOTE INC COM	Stock	$440	0.0%Prev: 0.0%	185 SH	Increased
SENTINELONE INC CL A	Stock	$2K	0.0%Prev: 0.0%	100 SH	Increased
SHAKE SHACK INC CL A	Stock	$5K	0.0%Prev: 0.0%	35 SH	Increased
SNOWFLAKE INC COM SHS	Stock	$13K	0.0%Prev: 0.0%	58 SH	Increased
SOLVENTUM CORP COM SHS	Stock	$3K	0.0%Prev: 0.0%	39 SH	Increased
SONY GROUP CORP SPONSORED ADR	ADR	$15K	0.0%Prev: 0.0%	590 SH	Increased
SOUTHWEST AIRLS CO COM	Stock	$10K	0.0%Prev: 0.0%	296 SH	Decreased
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$216K	0.2%	491 SH	New
STARBUCKS CORP COM	Stock	$10K	0.0%Prev: 0.0%	112 SH	Increased
SYMBOTIC INC CLASS A COM	Stock	$7K	0.0%Prev: 0.0%	182 SH	Decreased
T-MOBILE US INC COM	Stock	$6K	0.0%Prev: 0.0%	26 SH	Increased
TANGER INC COM	REIT	$15K	0.0%Prev: 0.0%	500 SH	Decreased
TARGET CORP COM	Stock	$2K	0.0%Prev: 0.0%	20 SH	Decreased
TESLA INC COM	Stock	$172K	0.1%Prev: 0.1%	542 SH	Decreased
TEXAS PACIFIC LAND CORPORATION COM	Stock	$70K	0.1%Prev: 0.0%	66 SH	Decreased-132 SH
TORM PLC SHS CL A	Stock	$3K	0.0%Prev: 0.0%	200 SH	Decreased
TRAVELERS COMPANIES INC COM	Stock	$18K	0.0%Prev: 0.0%	69 SH	Decreased
TRIMBLE INC COM	Stock	$15K	0.0%Prev: 0.0%	200 SH	Increased
UBER TECHNOLOGIES INC COM	Stock	$12K	0.0%Prev: 0.0%	130 SH	Decreased-43 SH
UNITED PARCEL SERVICE INC CL B	Stock	$28K	0.0%	274 SH	New
UNITED STATES COPPER INDEX FUND	ETF	$6K	0.0%Prev: 0.0%	200 SH	Decreased
UNITED STATES OIL FUND LP	ETF	$14K	0.0%Prev: 0.0%	186 SH	Decreased
UNITEDHEALTH GROUP INC COM	Stock	$11K	0.0%Prev: 0.0%	33 SH	Decreased-22 SH
US BANCORP DEL COM NEW	Stock	$6K	0.0%	135 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$35K	0.0%Prev: 0.0%	611 SH	Decreased-114 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$64K	0.0%Prev: 0.0%	96 SH	Decreased
VANGUARD MID-CAP ETF	ETF	$3.7M	2.8%Prev: 3.7%	13,181 SH	Decreased-11,764 SH
VANGUARD S&P 500 ETF	ETF	$151K	0.1%Prev: 0.0%	265 SH	Increased+133 SH
VERIZON COMMUNICATIONS INC COM	Stock	$53K	0.0%Prev: 0.0%	1,226 SH	Decreased-1 SH
VIATRIS INC COM	Stock	$455	0.0%Prev: 0.0%	51 SH	Decreased
VIRGIN GALACTIC HOLDINGS INC COM NEW	Stock	$60	0.0%Prev: 0.0%	22 SH	Increased
VISA INC COM CL A	Stock	$187K	0.1%Prev: 0.1%	528 SH	Increased-81 SH
WALMART INC COM	Stock	$3K	0.0%Prev: 0.0%	30 SH	Decreased
WARNER BROS DISCOVERY INC COM SER A	Stock	$2K	0.0%Prev: 0.0%	205 SH	Decreased
WELLS FARGO CO NEW COM	Stock	$9K	0.0%	118 SH	New
WISDOMTREE U.S. LARGECAP FUND	ETF	$312K	0.2%Prev: 0.2%	4,873 SH	Decreased
WP CAREY INC COM	REIT	$3K	0.0%Prev: 0.0%	48 SH	Decreased
XCEL ENERGY INC COM	Stock	$65K	0.0%Prev: 0.1%	956 SH	Decreased-494 SH

Sold (vs prior filing)

ALLIANT ENERGY CORP COM — $111K
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR — $4K
ASML HLDG NV N Y REGISTRY SHS — $5K
BRISTOL-MYERS SQUIBB CO COM — $35K
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT — $24K
BUNGE GLOBAL SA COM SHS — $19K
CANADIAN PACIFIC KANSAS CITY COM — $4K
CATERPILLAR INC COM — $38K
CENTERPOINT ENERGY INC COM — $17K
CENTRAL BANCOMPANY COM CL A — $27K
CHEVRON CORPORATION COM — $116K
CHIPOTLE MEXICAN GRILL INC COM — $14K
CONSOLIDATED EDISON INC COM — $38K
CONSTELLATION ENERGY CORP COM — $14K
COSTCO WHOLESALE CORPORATION COM — $21K
DOW HLDGS INC COM — $24K
DT MIDSTREAM INC COMMON STOCK — $6K
DTE ENERGY CO COM — $15K
DUKE ENERGY CORP NEW COM NEW — $20K
EDISON INTL COM — $26K
… and 49 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001765617-26-000006	—	View
Jan 9, 2026	Q4 2025	13F-HR	0001765617-26-000002	$192.5M	View
Oct 15, 2025	Q3 2025