IF Advisors, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.3% | $22,345,178 |
| Financial Services | 18.5% | $6,155,295 |
| Energy | 4.5% | $1,508,158 |
| Consumer Cyclical | 4.2% | $1,397,485 |
| Technology | 1.5% | $497,023 |
| Communication Services | 1.4% | $450,495 |
| Healthcare | 1.2% | $393,413 |
| Utilities | 0.7% | $232,502 |
| Industrials | 0.7% | $221,884 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −411 | 11,031 | $1,508,158 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 228,160 | $16,256,400 | 48.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 11,774 | $5,891,591 | 17.74% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 17,683 | $5,360,070 | 16.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 11,031 | $1,508,158 | 4.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,799 | $1,177,259 | 3.55% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,484 | $497,023 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,275 | $450,495 | 1.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 328 | $393,413 | 1.18% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 3,406 | $291,178 | 0.88% | |
| HTH |
Hilltop Holdings Inc.
Financial Services
|
Held | 6,800 | $263,704 | 0.79% | |
| OKLO |
Oklo Inc.
Utilities
|
Held | 4,443 | $232,502 | 0.70% | |
| VXF |
Vanguard Extended Market ETF
|
NEW | 915 | $225,282 | 0.68% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
Held | 3,536 | $221,884 | 0.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 924 | $220,226 | 0.66% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
NEW | 897 | $212,248 | 0.64% |
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.