IF Advisors, LLC
CIK
2109472
Location
SAN ANTONIO, TX
Portfolio Value
Micro
$7,700,289
Diversification
Highly concentrated
Filing Date
Global Rank
#8,220
/ 8,603
▼ 25
· as of Mar 2026
Top Industry
Insurance - Diversified
72.0%
3Y Alpha vs SPY
-29.7%
Period ended 3 months ago
Filed May 14, 2026 · 56d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.3%
SPY
+9.6%
Annualised alpha
-25.4%
Max drawdown
−9.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
72.0%
+9.9 pts
Top 5
97.2%
+2.4 pts
Top 10
100.0%
0.0 pts
HHI
5,427
Highly concentrated+1,098
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 75.2% | $5,789,357 |
| Consumer Cyclical | 13.5% | $1,040,528 |
| Technology | 5.6% | $432,860 |
| Utilities | 2.9% | $220,328 |
| Industrials | 2.8% | $217,216 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 1,268 | $292,679 | |
| No positions match the current search. | ||||
6 positions ·
$7,700,289 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,573 | $5,545,781 | 72.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,799 | $1,040,528 | 13.51% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,482 | $432,860 | 5.62% | |
| HTH |
Hilltop Holdings Inc.
Financial Services
|
Held | 6,800 | $243,576 | 3.16% | |
| OKLO |
Oklo Inc.
Utilities
|
Reduced | 4,443 | $220,328 | 2.86% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
Reduced | 3,536 | $217,216 | 2.82% |