IFS Group,LLC

Est. AUM

$112.3M

13F long equity, this entity only

Positions

144

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PACER FDS TR	METAURUS CAP 400	$5.4M	133518	4.77%	SOLE
2	FIRST TR EXCHANGE-TRADED FD	SHS	$3.8M	81471	3.41%	SOLE
3	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$3.2M	34831	2.88%	SOLE
4	TEXAS PACIFIC LAND CORPORATI	COM	$3.0M	6390	2.70%	SOLE
5	PGIM ETF TR	PGIM ULTRA SH BD	$2.9M	59207	2.61%	SOLE
6	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.9M	41937	2.55%	SOLE
7	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$2.8M	139748	2.53%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$2.8M	28059	2.48%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$2.7M	29649	2.39%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.3M	24071	2.01%	SOLE
11	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.2M	14405	1.98%	SOLE
12	ISHARES TR	US TREAS BD ETF	$2.2M	96278	1.96%	SOLE
13	NVIDIA CORPORATION	COM	$2.1M	11777	1.83%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	SHS	$2.0M	39367	1.78%	SOLE
15	ISHARES TR	MBS ETF	$2.0M	20722	1.75%	SOLE
16	ISHARES TR	CORE S&P US GWT	$2.0M	12637	1.75%	SOLE
17	ALPHABET INC	CAP STK CL C	$1.9M	6581	1.68%	SOLE
18	APPLE INC	COM	$1.7M	6769	1.53%	SOLE
19	MICROSOFT CORP	COM	$1.7M	4489	1.48%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$1.6M	22401	1.39%	SOLE
21	PACER FDS TR	US CASH COWS 100	$1.5M	24075	1.34%	SOLE
22	ISHARES TR	CORE S&P US VLU	$1.4M	14011	1.28%	SOLE
23	ISHARES TR	MSCI USA QLT FCT	$1.4M	7435	1.27%	SOLE
24	EXXON MOBIL CORP	COM	$1.4M	7998	1.21%	SOLE
25	CHENIERE ENERGY INC	COM NEW	$1.3M	4550	1.15%	SOLE
26	GOLDMAN SACHS GROUP INC	COM	$1.2M	1465	1.10%	SOLE
27	PACER FDS TR	GLOBL CASH ETF	$1.2M	26693	1.10%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	5982	1.02%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$1.1M	8541	0.97%	SOLE
30	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.1M	9656	0.94%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$942K	28093	0.84%	SOLE
32	ALPHABET INC	CAP STK CL A	$910K	3166	0.81%	SOLE
33	FEDERATED HERMES ETF TRUST	US STRATEGIC DIV	$901K	29238	0.80%	SOLE
34	ISHARES TR	1 3 YR TREAS BD	$867K	10500	0.77%	SOLE
35	JOHN HANCOCK EXCHANGE TRADED	PREFERRED INCOME	$823K	36450	0.73%	SOLE
36	VANGUARD MALVERN FDS	STRM INFPROIDX	$810K	16207	0.72%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$808K	6502	0.72%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$777K	17835	0.69%	SOLE
39	CORNING INC	COM	$771K	5670	0.69%	SOLE
40	JPMORGAN CHASE & CO	COM	$760K	2584	0.68%	SOLE
41	AMAZON COM INC	COM	$749K	3595	0.67%	SOLE
42	BOEING CO	COM	$748K	3760	0.67%	SOLE
43	NEWMONT CORP	COM	$746K	6890	0.66%	SOLE
44	ISHARES TR	CORE S&P MCP ETF	$694K	10272	0.62%	SOLE
45	PACER FDS TR	TRENDP US LAR CP	$674K	12844	0.60%	SOLE
46	ISHARES TR	GLB INFRASTR ETF	$662K	9885	0.59%	SOLE
47	HORIZON FDS	LANDMARK ETF	$648K	12381	0.58%	SOLE
48	CVS HEALTH CORP	COM	$645K	8982	0.57%	SOLE
49	PALANTIR TECHNOLOGIES INC	CL A	$639K	4369	0.57%	SOLE
50	VANGUARD INDEX FDS	TOTAL STK MKT	$631K	1967	0.56%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.