IFS Group,LLC

CIK 0002087139 • 3 13F filings • Nov 10, 2025 – Jul 23, 2026

Import this data to Google Sheets with:

=jivedata("ifs-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: IFS Group,LLC, Managing Member & Chief Compliance Officer
Address: 1205 MANOR DRIVE STE 201, YORK, PA, 17404
Phone: 717-766-1144
AUM: $113.7M

AUM over time

$72.8M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $113.7M140 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$411K	0.4%	1,682 SH	New
ADVANCED MICRO DEVICES INC	COM	$380K	0.3%Prev: 1.8%	2,318 SH	Decreased+118 SH
AFLAC INC	COM	$303K	0.3%Prev: 0.4%	2,740 SH	Decreased+9 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$614K	0.5%Prev: 0.6%	3,360 SH	Increased-1,275 SH
ALPHABET INC	CAP STK CL A	$923K	0.8%Prev: 1.1%	3,767 SH	Increased+1,567 SH
ALPHABET INC	CAP STK CL C	$1.8M	1.6%Prev: 3.1%	7,432 SH	Decreased+1,122 SH
AMAZON COM INC	COM	$1.0M	0.9%Prev: 1.3%	4,630 SH	Increased+597 SH
AMCOR PLC	ORD	$166K	0.1%	20,319 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$352K	0.3%	3,525 SH	New
AMERICAN ELEC PWR CO INC	COM	$206K	0.2%	1,830 SH	New
AMGEN INC	COM	$230K	0.2%	771 SH	New
APPLE INC	COM	$2.3M	2.0%Prev: 2.3%	9,020 SH	Increased+3,205 SH
AT&T INC	COM	$289K	0.3%	10,475 SH	New
BANK AMERICA CORP	COM	$211K	0.2%	4,168 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$452K	0.4%	908 SH	New
BOEING CO	COM	$549K	0.5%Prev: 0.7%	2,552 SH	Increased+117 SH
BP PLC	SPONSORED ADR	$256K	0.2%	7,430 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$216K	0.2%	4,130 SH	New
BROADCOM INC	COM	$507K	0.4%Prev: 0.6%	1,521 SH	Increased+404 SH
CAMECO CORP	COM	$382K	0.3%Prev: 0.6%	4,580 SH	Decreased
CHENIERE ENERGY INC	COM NEW	$1.0M	0.9%Prev: 1.5%	4,503 SH	Decreased-47 SH
CHEVRON CORP NEW	COM	$315K	0.3%	2,038 SH	New
CITIZENS & NORTHN CORP	COM	$1.6M	1.4%	82,984 SH	New
CLOUDFLARE INC	CL A COM	$213K	0.2%Prev: 0.3%	980 SH	Increased+120 SH
CONSTELLATION ENERGY CORP	COM	$341K	0.3%Prev: 0.3%	973 SH	Increased-37 SH
CORNING INC	COM	$427K	0.4%Prev: 1.9%	5,132 SH	Decreased-237 SH
CVS HEALTH CORP	COM	$711K	0.6%Prev: 1.4%	9,253 SH	Decreased-360 SH
DEERE & CO	COM	$253K	0.2%Prev: 0.5%	560 SH	Decreased
ELI LILLY & CO	COM	$433K	0.4%Prev: 0.7%	524 SH	Decreased+69 SH
ENBRIDGE INC	COM	$290K	0.3%	5,845 SH	New
EXELON CORP	COM	$218K	0.2%Prev: 0.3%	4,830 SH	Increased+200 SH
EXXON MOBIL CORP	COM	$2.2M	2.0%Prev: 1.3%	20,029 SH	Increased+13,115 SH
FEDERATED HERMES ETF TRUST	US STRATEGIC DIV	$486K	0.4%Prev: 1.6%	16,873 SH	Decreased-20,928 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$208K	0.2%	2,960 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$372K	0.3%Prev: 0.7%	20,304 SH	Decreased-8,432 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$231K	0.2%	8,001 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$649K	0.6%Prev: 0.9%	10,492 SH	Decreased+1,895 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$556K	0.5%Prev: 0.3%	5,590 SH	Increased+3,482 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.5M	2.2%Prev: 5.3%	37,633 SH	Decreased-9,563 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.6M	2.3%Prev: 6.2%	20,190 SH	Decreased-7,511 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$3.7M	3.2%Prev: 4.2%	39,287 SH	Increased+6,563 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$256K	0.2%Prev: 0.3%	4,264 SH	Increased+810 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$396K	0.3%Prev: 0.6%	8,046 SH	Decreased-529 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$354K	0.3%Prev: 0.9%	16,197 SH	Decreased-14,175 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$7.3M	6.4%Prev: 8.7%	142,302 SH	Increased+19,219 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$200K	0.2%	5,274 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$641K	0.6%Prev: 1.3%	14,401 SH	Decreased-7,424 SH
GE AEROSPACE	COM NEW	$575K	0.5%Prev: 0.9%	1,912 SH	Decreased+236 SH
GE VERNOVA INC	COM	$413K	0.4%Prev: 1.0%	681 SH	Decreased+86 SH
GILEAD SCIENCES INC	COM	$254K	0.2%	2,287 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	1.1%Prev: 2.0%	1,586 SH	Decreased+135 SH
HERSHEY CO	COM	$1.3M	1.2%	7,098 SH	New
HOME DEPOT INC	COM	$364K	0.3%Prev: 0.3%	916 SH	Increased+228 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$364K	0.3%	27,170 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$820K	0.7%Prev: 1.9%	4,315 SH	Decreased-2,188 SH
INVESCO QQQ TR	UNIT SER 1	$447K	0.4%Prev: 0.5%	740 SH	Increased+210 SH
IRIDIUM COMMUNICATIONS INC	COM	$295K	0.3%Prev: 1.3%	16,728 SH	Decreased-210 SH
ISHARES INC	CORE MSCI EMKT	$1.5M	1.3%	22,654 SH	New
ISHARES SILVER TR	ISHARES	$237K	0.2%Prev: 0.5%	5,525 SH	Decreased-916 SH
ISHARES TR	0-3 MNTH TREASRY	$399K	0.4%	3,976 SH	New
ISHARES TR	1 3 YR TREAS BD	$969K	0.9%Prev: 1.2%	11,700 SH	Increased+1,200 SH
ISHARES TR	20 YR TR BD ETF	$200K	0.2%	2,245 SH	New
ISHARES TR	CORE DIVID ETF	$307K	0.3%	5,877 SH	New
ISHARES TR	CORE MSCI EAFE	$2.3M	2.0%	25,924 SH	New
ISHARES TR	CORE S&P MCP ETF	$847K	0.7%Prev: 1.3%	12,936 SH	Decreased+908 SH
ISHARES TR	CORE S&P SCP ETF	$917K	0.8%	7,697 SH	New
ISHARES TR	CORE S&P US GWT	$2.0M	1.8%	12,137 SH	New
ISHARES TR	CORE S&P US VLU	$1.3M	1.2%	13,348 SH	New
ISHARES TR	CORE US AGGBD ET	$2.5M	2.2%Prev: 2.8%	25,221 SH	Increased+4,785 SH
ISHARES TR	GLB INFRASTR ETF	$559K	0.5%	9,115 SH	New
ISHARES TR	MBS ETF	$1.8M	1.6%Prev: 0.9%	18,853 SH	Increased+11,598 SH
ISHARES TR	MSCI USA MMENTM	$396K	0.3%Prev: 1.1%	1,547 SH	Decreased-808 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	1.2%	7,179 SH	New
ISHARES TR	NATIONAL MUN ETF	$543K	0.5%	5,108 SH	New
ISHARES TR	RUS 1000 GRW ETF	$263K	0.2%Prev: 0.3%	558 SH	Increased-1,170 SH
ISHARES TR	RUSSELL 2000 ETF	$998K	0.9%	4,114 SH	New
ISHARES TR	US TREAS BD ETF	$2.2M	1.9%	93,851 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$217K	0.2%Prev: 0.7%	3,450 SH	Decreased-3,241 SH
JOHN HANCOCK EXCHANGE TRADED	PREFERRED INCOME	$755K	0.7%	32,450 SH	New
JOHNSON & JOHNSON	COM	$438K	0.4%	2,353 SH	New
JPMORGAN CHASE & CO.	COM	$851K	0.7%	2,739 SH	New
META PLATFORMS INC	CL A	$793K	0.7%Prev: 0.5%	1,106 SH	Increased+473 SH
MICROSOFT CORP	COM	$2.5M	2.2%Prev: 1.9%	4,844 SH	Increased+1,051 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$263K	0.2%	3,606 SH	New
NEWMONT CORP	COM	$969K	0.9%Prev: 0.9%	11,276 SH	Increased+4,065 SH
NVIDIA CORPORATION	COM	$2.6M	2.3%Prev: 2.8%	13,901 SH	Increased+3,801 SH
OCCIDENTAL PETE CORP	COM	$395K	0.3%Prev: 0.5%	8,282 SH	Increased+178 SH
ORACLE CORP	COM	$298K	0.3%	1,030 SH	New
PACER FDS TR	GLOBL CASH ETF	$1.2M	1.1%	29,920 SH	New
PACER FDS TR	METAURUS CAP 400	$5.7M	5.0%Prev: 0.4%	135,690 SH	Increased+129,522 SH
PACER FDS TR	TRENDP US LAR CP	$720K	0.6%	13,097 SH	New
PACER FDS TR	TRENDP US MID CP	$262K	0.2%	7,315 SH	New
PACER FDS TR	TRENDPILOT 100	$729K	0.6%	9,350 SH	New
PACER FDS TR	US CASH COWS 100	$1.6M	1.4%Prev: 0.7%	27,415 SH	Increased+18,640 SH
PALANTIR TECHNOLOGIES INC	CL A	$988K	0.9%Prev: 0.6%	5,340 SH	Increased+1,835 SH
PAYPAL HLDGS INC	COM	$492K	0.4%Prev: 0.5%	7,375 SH	Increased-245 SH
PEPSICO INC	COM	$224K	0.2%	1,568 SH	New
PFIZER INC	COM	$388K	0.3%	14,250 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.8M	2.5%Prev: 4.2%	56,699 SH	Decreased-4,441 SH
PINTEREST INC	CL A	$364K	0.3%Prev: 0.5%	11,413 SH	Decreased-7,075 SH
PNC FINL SVCS GROUP INC	COM	$277K	0.2%	1,395 SH	New
PPL CORP	COM	$715K	0.6%Prev: 0.6%	19,538 SH	Increased+8,146 SH
PROCTER AND GAMBLE CO	COM	$336K	0.3%	2,193 SH	New
PROLOGIS INC.	COM	$228K	0.2%	1,954 SH	New
PRUDENTIAL FINL INC	COM	$227K	0.2%	2,207 SH	New
REALTY INCOME CORP	COM	$244K	0.2%	4,041 SH	New
SANOFI SA	SPONSORED ADR	$235K	0.2%	4,716 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$214K	0.2%	1,834 SH	New
SELECT SECTOR SPDR TR	ENERGY	$229K	0.2%	2,560 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$206K	0.2%	3,852 SH	New
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$2.8M	2.4%	132,825 SH	New
SOFI TECHNOLOGIES INC	COM	$374K	0.3%Prev: 0.4%	14,528 SH	Increased-797 SH
SPDR GOLD TR	GOLD SHS	$246K	0.2%	690 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$377K	0.3%	564 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$231K	0.2%	2,523 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$235K	0.2%	8,150 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$893K	0.8%	26,360 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$508K	0.4%	4,837 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$273K	0.2%	4,913 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$398K	0.4%	4,459 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$627K	0.6%Prev: 0.5%	895 SH	Increased+105 SH
TESLA INC	COM	$243K	0.2%	529 SH	New
TEXAS PACIFIC LAND CORPORATI	COM	$2.0M	1.8%Prev: 3.8%	2,130 SH	Decreased-4,260 SH
TILRAY BRANDS INC	COM	$21K	0.0%	12,400 SH	New
TOTALENERGIES SE	SPONSORED ADS	$265K	0.2%	4,386 SH	New
TRUIST FINL CORP	COM	$319K	0.3%	7,008 SH	New
UIPATH INC	CL A	$436K	0.4%Prev: 0.7%	33,594 SH	Decreased-10,550 SH
UNITEDHEALTH GROUP INC	COM	$275K	0.2%Prev: 0.4%	789 SH	Decreased+107 SH
US BANCORP DEL	COM NEW	$251K	0.2%	5,233 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	1.8%	6,041 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$663K	0.6%	13,249 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$363K	0.3%	7,253 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$635K	0.6%	7,552 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$724K	0.6%	8,089 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$243K	0.2%Prev: 0.3%	600 SH	Increased-1,850 SH
VERIZON COMMUNICATIONS INC	COM	$387K	0.3%	8,819 SH	New
VISA INC	COM CL A	$317K	0.3%Prev: 0.4%	912 SH	Increased-3 SH
VODAFONE GROUP PLC NEW	SPONSORED ADR	$461K	0.4%	39,959 SH	New
WEYERHAEUSER CO MTN BE	COM NEW	$430K	0.4%	17,225 SH	New
XCEL ENERGY INC	COM	$255K	0.2%	3,171 SH	New

Sold (vs prior filing)

FIRST TR EXCHANGE TRADED FD — $582K
FIRST TR EXCHANGE-TRADED FD — $254K
FIRST TR EXCHANGE-TRADED FD — $1.5M
FREEPORT MCMORAN INC — $294K
IDACORP INC — $212K
ISHARES TR — $255K
JOHN HANCOCK EXCHANGE TRADED — $850K
JPMORGAN CHASE & CO — $749K
LAM RESEARCH CORP — $217K
NUSCALE PWR CORP — $198K
OKTA INC — $716K
PROCTER & GAMBLE CO — $309K
SELECT SECTOR SPDR TR — $259K
SPDR SERIES TRUST — $313K
STATE STR SPDR S&P 500 ETF T — $384K
VODAFONE GROUP PLC — $503K
WEYERHAEUSER CO — $475K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Nov 10, 2025	Q3 2025	13F-HR	0002085853-25-000242	$113.7M	View
Jul 23, 2026	Q2 2026	13F-HR	0002085853-26-000841	$72.8M	View
May 18, 2026	Q1 2026