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IFS Group,LLC

SEC CIK
0002087139
Latest filing
Jul 23, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only.

Institution overview
Positions
145
No filing for Q2 2025
Portfolio value
$113.7M
No filing for Q2 2025
Filed
Nov 10, 2025
SEC

IFS Group,LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of IFS Group,LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Pacer FDS Tr69374H436METAURUS CAP 400135,690$5.71M5.0%–––
First Tr Exchange-Traded FD33734H106SHS92,130$4.25M3.7%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF39,287$3.66M3.2%–––
Pgim ETF Tr69344A107PGIM ULTRA SH BD56,699$2.82M2.5%–––
Simplify Exchange Traded Fun82889N723AGGREGATE BD ETF132,825$2.75M2.4%–––
NVDANVIDIA CorpStock13,901$2.60M2.3%––History
First Trust Rising Dividend Achievers ETF33738R506ETF37,633$2.53M2.2%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF25,221$2.53M2.2%–––
MSFTMicrosoft CorpStock4,844$2.52M2.2%––History
AAPLApple Inc.Stock9,020$2.30M2.0%––History
iShares Core MSCI Eafe ETF46432F842ETF25,924$2.28M2.0%–––
XOMExxonMobil Holdings CorpCOM20,029$2.24M2.0%––History
iShares U.S. Treasury Bond ETF46429B267ETF93,851$2.17M1.9%–––
TPLTexas Pacific Land CorpStock2,130$2.04M1.8%––History
iShares Core S&P U.S. Growth ETF464287671ETF12,137$2.01M1.8%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF6,041$1.99M1.8%–––
First Tr Exchange-Traded FD336917109SHS42,495$1.86M1.6%–––
GOOGAlphabet Inc.Stock7,432$1.82M1.6%––History
iShares Tr464288588MBS ETF18,853$1.79M1.6%–––
First Tr Exchange-Traded Alp33735K108COM SHS10,276$1.65M1.4%–––
CZNCCitizens & Northern CorpCOM82,984$1.63M1.4%––History
Pacer US Cash Cows 100 ETF69374H881ETF27,415$1.59M1.4%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF22,654$1.51M1.3%–––
iShares MSCI USA Quality Factor ETF46432F339ETF7,179$1.41M1.2%–––
HSYHershey CoCOM7,098$1.34M1.2%––History
iShares Core S&P US Value ETF464287663ETF13,348$1.34M1.2%–––
GSGoldman Sachs Group IncStock1,586$1.25M1.1%––History
Pacer FDS Tr69374H709GLOBL CASH ETF29,920$1.20M1.1%–––
LNGCheniere Energy, Inc.COM NEW4,503$1.05M0.9%––History
AMZNAmazon Com IncStock4,630$1.02M0.9%––History
iShares Russell 2000 ETF464287655ETF4,114$997.6K0.9%–––
PLTRPalantir Technologies Inc.Stock5,340$987.6K0.9%––History
NEMNEWMONT CorpStock11,276$969.2K0.9%––History
iShares Tr4642874571 3 YR TREAS BD11,700$968.8K0.9%–––
GOOGLAlphabet Inc.Stock3,767$922.5K0.8%––History
iShares Core S&P Small Cap ETF464287804ETF7,697$917.3K0.8%–––
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL6,398$907.8K0.8%–––
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF26,360$892.8K0.8%–––
JPMJPMorgan Chase & CoStock2,739$851.1K0.7%––History
iShares Core S&P Mid-Cap ETF464287507ETF12,936$847.2K0.7%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,315$820.4K0.7%–––
METAMeta Platforms, Inc.Stock1,106$793.4K0.7%––History
John Hancock Exchange Traded47804J776PFD INCOME ETF32,450$754.8K0.7%–––
Pacer Trendpilot 100 ETF69374H303ETF9,350$728.6K0.6%–––
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL8,089$723.9K0.6%–––
Pacer Trendpilot US Large Cap ETF69374H105ETF13,097$720.4K0.6%–––
PPLPPL CorpCOM19,538$714.9K0.6%––History
CVSCVS Health CorpStock9,253$711.3K0.6%––History
Vanguard Malvern FDS922020805STRM INFPROIDX13,249$662.9K0.6%–––
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF10,492$648.6K0.6%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD14,401$641.3K0.6%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF7,552$634.9K0.6%–––
SPOTSpotify Technology S.A.Stock895$627.1K0.6%––History
BABAAlibaba Group Holding LtdADR3,360$614.1K0.5%––History
GEGeneral Electric CoStock1,912$575.3K0.5%––History
iShares Tr464288372GLB INFRASTR ETF9,115$558.9K0.5%–––
First Tr Exchange Traded FD33738R118NASD TECH DIV5,590$555.8K0.5%–––
BABoeing CoStock2,552$549.2K0.5%––History
iShares Tr464288414NATIONAL MUN ETF5,108$543.4K0.5%–––
First Tr Exchange-Traded Alp33735J101COM SHS6,354$532.4K0.5%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,837$507.7K0.4%–––
AVGOBroadcom Inc.Stock1,521$507.1K0.4%––History
PYPLPayPal Holdings, Inc.Stock7,375$491.6K0.4%––History
Federated Hermes ETF Trust31423L305US STRATEGIC DIV16,873$485.6K0.4%–––
VODVodafone Group Public Ltd CoADR39,959$460.7K0.4%––History
BRK.BBerkshire Hathaway IncStock908$452.4K0.4%––History
Invesco QQQ Trust Series I46090E103ETF740$446.7K0.4%–––
JNJJohnson & JohnsonStock2,353$437.8K0.4%––History
PATHUiPath, Inc.Stock33,594$436.4K0.4%––History
LLYEli Lilly & CoStock524$432.5K0.4%––History
WYWeyerhaeuser CoCOM NEW17,225$429.8K0.4%––History
GLWCorning IncCOM5,132$426.5K0.4%––History
First Tr Exchange-Traded Alp33734K109COM SHS3,560$416.7K0.4%–––
GEVGE Vernova Inc.Stock681$412.8K0.4%––History
ABBVAbbVie Inc.Stock1,682$411.0K0.4%––History
iShares Tr46436E7180-3 MTH TREASURY3,976$399.1K0.4%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF4,459$397.8K0.4%–––
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5008,046$396.1K0.3%–––
iShares MSCI USA Momentum Factor ETF46432F396ETF1,547$395.8K0.3%–––
OXYOccidental Petroleum CorpStock8,282$395.2K0.3%––History
PFEPfizer IncStock14,250$387.7K0.3%––History
VZVerizon Communications IncStock8,819$386.5K0.3%––History
CCJCameco CorpStock4,580$382.4K0.3%––History
AMDAdvanced Micro Devices IncStock2,318$380.2K0.3%––History
SPYSPDR S&P 500 ETF TrustETF564$377.3K0.3%––History
SOFISoFi Technologies, Inc.Stock14,528$374.2K0.3%––History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF20,304$371.6K0.3%–––
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD27,170$364.4K0.3%–––
HDHome Depot, Inc.Stock916$363.7K0.3%––History
PINSPinterest, Inc.CL A11,413$363.5K0.3%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD7,253$362.6K0.3%–––
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN16,197$354.3K0.3%–––
American Centy ETF Tr025072877US SML CP VALU3,525$352.2K0.3%–––
CEGConstellation Energy CorpStock973$341.4K0.3%––History
PGProcter & Gamble CoStock2,193$335.9K0.3%––History
TFCTruist Financial CorpCOM7,008$319.4K0.3%––History
VVisa Inc.Stock912$317.4K0.3%––History
CVXChevron CorpStock2,038$315.1K0.3%––History
iShares Tr46435U861CORE DIVID ETF5,877$307.3K0.3%–––
AFLAflac IncStock2,740$303.5K0.3%––History