IFS Advisors, LLC

CIK

1765617

Location

OVERLAND PARK, KS

Portfolio Value

Small $208,771,370

Diversification

Highly concentrated

Filing Date

Global Rank

#6,378 / 8,795 ▲ 2017 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 11.2%

Period ended 3 months ago

Filed Aug 11, 2026 · 56d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

198 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

66.3%

+33.9 pts

Top 5

92.7%

+6.9 pts

Top 10

97.3%

+5.6 pts

HHI

4,606

Highly concentrated+2,584

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.1%	$202,694,800	25
Technology	0.7%	$1,393,659	29
Financial Services	0.6%	$1,308,475	23
Utilities	0.3%	$724,089	17
Healthcare	0.3%	$591,125	16
Industrials	0.2%	$509,362	18
Consumer Cyclical	0.2%	$479,203	15
Consumer Defensive	0.2%	$413,760	16
Energy	0.2%	$338,162	11
Communication Services	0.1%	$224,117	12
Real Estate	0.0%	$73,922	13
Basic Materials	0.0%	$20,696	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+75,866	100,943	$8,211,788
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+7,551	766,729	$14,970,383
CWI	State Street SPDR MSCI ACWI ex-US ETF	+4,006	189,548	$9,551,323
FNDA	Schwab Fundamental U.S. Small Company ETF	+3,279	654,582	$22,496,630
BIV	Vanguard Intermediate-Term Bond ETF	+1,400	79,703	$5,850,997
EDV	Vanguard World Funds Extended Duration ETF	+678	774	$92,508
CMG	Chipotle Mexican Grill Inc	+300	752	$25,568
IBIT	iShares Bitcoin Trust ETF	+290	1,385	$46,106
STWD	Starwood Property Trust, Inc.	+205	480	$7,862
MSFT	Microsoft Corp	+50	107	$39,913
HD	Home Depot, Inc.	+50	113	$39,852
IBM	International Business Machines Corp	+25	222	$62,428
UNH	Unitedhealth Group Inc	+14	69	$28,678
KD	Kyndryl Holdings, Inc.	+5	47	$531
VZ	Verizon Communications Inc	+1	1,228	$51,993
T	At&T Inc.	+1	865	$17,905
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,815	1,914,130	$138,375,019
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−2,196	41,174	$2,204,630
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−782	2,025	$106,636
AMZN	Amazon Com Inc	−128	386	$91,999
IVZ	Invesco Ltd.	−120	1,952	$99,239
NVDA	Nvidia Corp	−80	978	$195,688
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−50	50	$2,839
GOOGL	Alphabet Inc.	−49	120	$42,399
V	Visa Inc.	−46	563	$193,159
UBER	Uber Technologies, Inc	−43	130	$9,380
AAPL	Apple Inc.	−40	1,776	$513,903
META	Meta Platforms, Inc.	−18	107	$60,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	550	$93,973
LLY	ELI LILLY & Co	10	$11,994
IONQ	IonQ, Inc.	100	$5,326
RITM	Rithm Capital Corp.	370	$3,474
DYTA	SGI Dynamic Tactical ETF	130	$3,343
ADAM	Adamas Trust, Inc.	350	$3,283
KRP	Kimbell Royalty Partners, LP	200	$2,906
ADPV	Adaptiv Select ETF	28	$2,872
CMCSA	Comcast Corp	100	$2,455
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AGQ	ProShares Trust II	689	$31,556
INTC	Intel Corp	235	$10,370
UNP	Union Pacific Corp	21	$5,095
CP	Canadian Pacific Kansas City Ltd/Cn	50	$3,933
OBDC	Blue Owl Capital Corp	200	$2,212
SLQT	SelectQuote, Inc.	185	$116
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

198 tracked positions · $208,771,370 total · filing declares 220 positions · $208,802,438 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 198 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,914,130	-3,815	$138,375,019	—	66.28%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	654,582	+3,279	$22,496,630	+18.6%	10.78%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	766,729	+7,551	$14,970,383	+1.0%	7.17%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	189,548	+4,006	$9,551,323	+12.8%	4.58%
VB	Vanguard Morningstar Small-Cap ETF	Added	100,943	+75,866	$8,211,788	+339.2%	3.93%
BIV	Vanguard Intermediate-Term Bond ETF	Added	79,703	+1,400	$5,850,997	+1.5%	2.80%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	41,174	-2,196	$2,204,630	−2.9%	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,213	0	$606,973	+4.4%	0.29%
AAPL	Apple Inc. Technology	Reduced	1,776	-40	$513,903	+11.5%	0.25%
QQQ	Invesco Qqq Trust, Series 1	Held	431	0	$317,388	+27.6%	0.15%
CAH	Cardinal Health Inc Healthcare	Held	1,280	0	$304,076	+12.4%	0.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	491	0	$256,493	+12.8%	0.12%
JPM	Jpmorgan Chase & Co Financial Services	Held	725	0	$237,314	+11.3%	0.11%
TSLA	Tesla, Inc. Consumer Cyclical	Held	542	0	$227,965	+13.1%	0.11%
NVDA	Nvidia Corp Technology	Reduced	978	-80	$195,688	+6.1%	0.09%
V	Visa Inc. Financial Services	Reduced	563	-46	$193,159	+4.9%	0.09%
DE	Deere & Co Industrials	Held	286	0	$181,418	+12.6%	0.09%
ADP	Automatic Data Processing Inc Technology	Held	691	0	$154,749	+10.2%	0.07%
NEE	Nextera Energy Inc Utilities	Held	1,725	0	$151,403	−5.5%	0.07%
LNT	Alliant Energy Corp Utilities	Held	1,553	0	$118,478	+6.3%	0.06%
XEL	Xcel Energy Inc Utilities	Held	1,450	0	$116,435	+1.1%	0.06%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	149	0	$113,707	+95.5%	0.05%
XOM	ExxonMobil Holdings Corp Energy	Held	781	0	$106,778	−19.4%	0.05%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	2,025	-782	$106,636	−14.0%	0.05%
AMD	Advanced Micro Devices Inc Technology	Held	180	0	$104,563	+185.6%	0.05%
AEP	American Electric Power Co Inc Utilities	Held	759	0	$103,838	+4.4%	0.05%
IVZ	Invesco Ltd. Financial Services	Reduced	1,952	-120	$99,239	−3.5%	0.05%
SPCX	Space Exploration Technologies Corp Industrials	NEW	550	NEW	$93,973	NEW	0.05%
CVX	Chevron Corp Energy	Held	562	0	$93,157	−19.9%	0.04%
EDV	Vanguard World Funds Extended Duration ETF	Added	774	+678	$92,508	+1005.0%	0.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	386	-128	$91,999	−14.1%	0.04%
MO	Altria Group, Inc. Consumer Defensive	Held	1,240	0	$89,218	+9.0%	0.04%
TPL	Texas Pacific Land Corp Energy	Held	198	0	$86,652	−7.8%	0.04%
PM	Philip Morris International Inc. Consumer Defensive	Held	437	0	$79,057	+9.4%	0.04%
MRK	Merck & Co., Inc. Healthcare	Held	597	0	$76,714	+6.8%	0.04%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Held	4,700	0	$74,636	−8.3%	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	465	0	$68,187	+1.5%	0.03%
IBM	International Business Machines Corp Technology	Added	222	+25	$62,428	+30.7%	0.03%
META	Meta Platforms, Inc. Communication Services	Reduced	107	-18	$60,272	−15.7%	0.03%
CAT	Caterpillar Inc Industrials	Held	53	0	$56,439	+50.3%	0.03%
F	Ford Motor Co Consumer Cyclical	Held	3,795	0	$52,750	+20.5%	0.03%
VZ	Verizon Communications Inc Communication Services	Added	1,228	+1	$51,993	−15.6%	0.02%
VEA	Vanguard FTSE Developed Markets ETF	Held	725	0	$51,656	+11.2%	0.02%
ABBV	AbbVie Inc. Healthcare	Held	200	0	$50,328	+15.7%	0.02%
IBIT	iShares Bitcoin Trust ETF	Added	1,385	+290	$46,106	+9.6%	0.02%
PFE	Pfizer Inc Healthcare	Held	1,820	0	$43,825	−14.2%	0.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	120	-49	$42,399	−12.5%	0.02%
MSFT	Microsoft Corp Technology	Added	107	+50	$39,913	+89.2%	0.02%
HD	Home Depot, Inc. Consumer Cyclical	Added	113	+50	$39,852	+92.3%	0.02%
CFFN	Capitol Federal Financial, Inc. Financial Services	Held	4,442	0	$37,801	+19.4%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.