IF Advisors, LLC
CIK: 0002109472SEC EDGAR →
Portfolio Value
$123.1M
Holdings
41
As of
Q4 2025
New Positions
41
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard | 53,249 | $16.8M | 13.62% |
| 2 | Vanguard | 195,837 | $12.2M | 9.94% |
| 3 | Vanguard | 31,987 | $9.3M | 7.54% |
| 4 | JPMorgan | 170,850 | $8.7M | 7.07% |
| 5 | Vanguard | 123,479 | $6.6M | 5.39% |
| 6 | Berkshire Hathaway Inc. | 12,465 | $6.3M | 5.09% |
| 7 | Vanguard | 69,513 | $5.1M | 4.18% |
| 8 | Vanguard | 26,839 | $5.1M | 4.16% |
| 9 | Vanguard | 17,326 | $4.5M | 3.63% |
| 10 | iShares | 62,578 | $4.5M | 3.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $111.4M | 90.6% |
| Unknown | 1 | $6.3M | 5.1% |
| Consumer Cyclical | 2 | $2.3M | 1.9% |
| Energy | 1 | $1.4M | 1.1% |
| Technology | 1 | $462K | 0.4% |
| Basic Materials | 1 | $426K | 0.3% |
| Communication Services | 1 | $400K | 0.3% |
| Utilities | 1 | $394K | 0.3% |