IF Advisors, LLC
- SEC CIK
- 0002109472
- Latest filing
- Aug 13, 2026
The latest 13F from IF Advisors, LLC covers Q2 2026 (filed Aug 13, 2026): 60 long positions worth $152.1M. The top 10 holdings make up 57.4% of the portfolio, and the largest is Vanguard Morningstar Large-Cap ETF at 12.0%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 7
- Est. +$1.73M
- Added
- 21
- Est. +$6.59M
- Reduced
- 9
- Est. −$10.1M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Large-Cap ETF92290863712.0%$18.3M
- Vanguard Ftse Developed Markets ETF92194385810.7%$16.3M
- Vanguard Morningstar Mid-Cap ETF9229086297.6%$11.6M
- Vanguard Ftse Emerging Markets ETF9220428585.4%$8.25M
- BRK.BBerkshire Hathaway Inc
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Morningstar Large-Cap ETF922908637+$1.39MAdded
- iShares Tr464288877+$563.9KAdded
- Vanguard Ftse Emerging Markets ETF922042858+$474.2KAdded
- Schwab International Equity ETF808524805+$465.6KAdded
- iShares Tr464288661+$453.0KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Morningstar Large-Cap ETF922908637+1.64 pp10.4% → 12.0%
- Vanguard Ftse Developed Markets ETF921943858+0.60 pp10.1% → 10.7%
- Vanguard Morningstar Mid-Cap ETF922908629+0.49 pp7.1% → 7.6%
- Vanguard Ftse Emerging Markets ETF922042858+0.45 pp5.0% → 5.4%
- American Centy ETF Tr025072877+0.39 pp2.6% → 3.0%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- J P Morgan Exchange Traded F46641Q654−$4.54MReduced
- Vanguard Wellington FD921935870−$2.54MReduced
- iShares Tr464288158−$2.50MReduced
- Vanguard Mun BD FDS922907746−$252.9KReduced
- Schwab Strategic Tr808524672−$208.0KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- J P Morgan Exchange Traded F46641Q654−3.38 pp5.7% → 2.3%
- Vanguard Wellington FD921935870−1.89 pp3.2% → 1.3%
- iShares Tr464288158−1.87 pp3.2% → 1.3%
- XOMExxonMobil Holdings Corp
- Vanguard Mun BD FDS922907746−0.20 pp0.6% → 0.4%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $152.1M
- +$10.7M (+7.5%) vs. prior quarter
- Positions
- 60
- +7 vs. prior quarter
- Top 10 concentration
- 57.4%
- Top 10 as share of value
- Turnover
- 5.7%
- Q2 2026, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $152.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 60 | $152.1M | Vanguard Morningstar Large-Cap ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Mid-Cap ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 53 | $141.5M | Vanguard Morningstar Large-Cap ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Mid-Cap ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 10, 2026 | 41 | $123.1M | Vanguard Morningstar Large-Cap ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Mid-Cap ETF | – | SEC |