IF Advisors, LLC
- SEC CIK
- 0002109472
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only.
- Positions
- 41
- No filing for Q3 2025
- Portfolio value
- $123.1M
- No filing for Q3 2025
IF Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 53,249 | $16.8M | 13.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 195,837 | $12.2M | 9.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,987 | $9.28M | 7.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 170,850 | $8.70M | 7.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 123,479 | $6.64M | 5.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,465 | $6.27M | 5.1% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 69,513 | $5.15M | 4.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,839 | $5.13M | 4.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,326 | $4.47M | 3.6% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 62,578 | $4.47M | 3.6% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 40,000 | $4.06M | 3.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 37,378 | $3.99M | 3.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,985 | $3.72M | 3.0% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 30,083 | $3.59M | 2.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 30,806 | $3.14M | 2.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 29,855 | $2.47M | 2.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 83,153 | $2.37M | 1.9% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,415 | $2.14M | 1.7% | – | – | – |
| TSLATesla, Inc. | Stock | 4,462 | $2.01M | 1.6% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,309 | $1.97M | 1.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 78,365 | $1.88M | 1.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,096 | $1.50M | 1.2% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 19,428 | $1.47M | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,439 | $1.38M | 1.1% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,018 | $963.3K | 0.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,369 | $943.3K | 0.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,000 | $804.6K | 0.7% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 32,945 | $688.2K | 0.6% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,403 | $635.4K | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 965 | $605.2K | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,431 | $479.8K | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,482 | $462.8K | 0.4% | – | – | History |
| CMCCommercial Metals Co | Stock | 6,155 | $426.0K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,275 | $400.1K | 0.3% | – | – | History |
| OKLOOklo Inc. | COM CL A | 5,493 | $394.2K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,268 | $292.7K | 0.2% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,406 | $256.9K | 0.2% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,765 | $251.5K | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 353 | $241.8K | 0.2% | – | – | – |
| HTHHilltop Holdings Inc. | COM | 6,800 | $230.8K | 0.2% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,009 | $202.3K | 0.2% | – | – | – |