IFS Advisors, LLC 13F Holdings
CIK 0001765617 · OVERLAND PARK, KS
As of Sep 30, 2025, IFS Advisors, LLC reported 177 positions worth
CIK 0001765617 · OVERLAND PARK, KS
As of Sep 30, 2025, IFS Advisors, LLC reported 177 positions worth
70.9M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 61,913 | $41.4M | 24.25% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 211,757 | $21.3M | 12.48% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 198,748 | 7.4M | 10.15% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 206,124 | 4.0M | 8.21% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 394,455 | 2.6M | 7.37% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 467,228 | 1.4M | 6.64% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 161,812 | 0.6M | 6.18% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 84,415 | 0.0M | 5.87% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 91,601 | $6.8M | 3.99% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 240,381 | $4.7M | 2.75% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,438 | $3.9M | 2.31% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 39,151 | $3.9M | 2.30% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 56,798 | $2.9M | 1.68% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 30,502 | .5M | 0.90% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 52,281 | .5M | 0.85% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 2,141 | $782.5K | 0.46% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,213 | $609.8K | 0.36% |
| APPLE INC | AAPL | Technology | 1,894 | $482.4K | 0.28% |
| WISDOMTREE US LARGECAP FUND | EPS | — | 4,873 | $335.9K | 0.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 694 | $325.1K | 0.19% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 891 | $261.5K | 0.15% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 431 | $258.8K | 0.15% |
| TESLA INC | TSLA | Consumer Cyclical | 542 | $241.0K | 0.14% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 491 | $227.7K | 0.13% |
| NVIDIA CORP | NVDA | Technology | 1,086 | $202.6K | 0.12% |