IF Advisors, LLC

Est. AUM

$141.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Index Funds	Vanguard Large-Cap ETF	$14.7M	49091	10.37%	SOLE
2	Vanguard Index Funds	Vanguard FTSE Developed Markets ETF	$14.3M	222644	10.09%	SOLE
3	Vanguard Index Funds	Vanguard Mid-Cap ETF	$10.1M	35213	7.15%	SOLE
4	JPMorgan Trust I	JPMorgan Ultra-Short Municipal Income ETF	$8.1M	158000	5.69%	SOLE
5	Vanguard Index Funds	Vanguard FTSE Emerging Markets ETF	$7.0M	130286	4.98%	SOLE
6	Berkshire Hathaway Inc Del	Class B Common Stock	$5.5M	11573	3.92%	SOLE
7	Vanguard Index Funds	Vanguard Value ETF	$5.3M	26854	3.72%	SOLE
8	Vanguard Bond Index Funds	Vanguard Total Bond Market ETF	$5.3M	71461	3.72%	SOLE
9	iShares Trust	iShares MSCI EAFE Value ETF	$4.7M	63138	3.32%	SOLE
10	Vanguard Index Funds	Vanguard Small-Cap ETF	$4.6M	17518	3.24%	SOLE
11	iShares Trust	iShares Short-Term National Muni Bond ETF	$4.5M	42500	3.20%	SOLE
12	Vanguard Municipal Bond Funds	Vanguard Short-Term Tax-Exempt Bond ETF	$4.5M	44500	3.18%	SOLE
13	Vanguard Index Funds	Vanguard Total Stock Market ETF	$4.2M	13130	2.98%	SOLE
14	iShares Trust	iShares 3-7 Year Treasury Bond ETF	$3.8M	32025	2.68%	SOLE
15	American Century ETF Trust	Avantis U.S. Small Cap Value ETF	$3.7M	33172	2.59%	SOLE
16	Vanguard Specialized Funds	Vanguard Real Estate ETF	$3.6M	40981	2.57%	SOLE
17	Schwab Strategic Trust	Schwab U.S. Large-Cap ETF	$3.2M	124975	2.26%	SOLE
18	Schwab Strategic Trust	Schwab International Equity ETF	$2.7M	108455	1.90%	SOLE
19	iShares Trust	iShares 1-3 Year Treasury Bond ETF	$2.6M	31869	1.86%	SOLE
20	Schwab Strategic Trust	Schwab U.S. Small-Cap ETF	$2.4M	83149	1.71%	SOLE
21	Janus Detroit Street Trust	Janus Henderson AAA CLO ETF	$2.4M	46940	1.67%	SOLE
22	American Century ETF Trust	Avantis U.S. Large Cap Value ETF	$2.2M	26873	1.53%	SOLE
23	Vanguard Index Funds	Vanguard Small-Cap Value ETF	$2.1M	9516	1.46%	SOLE
24	Exxon Mobil Corp	Common Stock	$1.9M	11442	1.37%	SOLE
25	Schwab Strategic Trust	Schwab U.S. Mid-Cap ETF	$1.5M	50042	1.10%	SOLE
26	iShares Trust	iShares Russell 2000 ETF	$1.5M	6101	1.07%	SOLE
27	Dimensional ETF Trust	Dimensional U.S. Core Equity 2 ETF	$1.3M	34487	0.95%	SOLE
28	American Century ETF Trust	Avantis U.S. Equity ETF	$1.1M	9977	0.78%	SOLE
29	iShares Trust	iShares 7-10 Year Treasury Bond ETF	$1.1M	11219	0.76%	SOLE
30	Tesla Inc	Common Stock	$1.0M	2799	0.74%	SOLE
31	Schwab Strategic Trust	Schwab U.S. Dividend Equity ETF	$930K	30304	0.66%	SOLE
32	Dimensional ETF Trust	Dimensional International Core Equity 2 ETF	$913K	25700	0.65%	SOLE
33	Vanguard Municipal Bond Funds	Vanguard Tax-Exempt Bond ETF	$798K	16000	0.56%	SOLE
34	Schwab Strategic Trust	Schwab U.S. REIT ETF	$708K	32945	0.50%	SOLE
35	Schwab Strategic Trust	Schwab International Dividend Equity ETF	$660K	20860	0.47%	SOLE
36	Schwab Strategic Trust	Schwab Emerging Markets Equity ETF	$639K	19402	0.45%	SOLE
37	iShares Trust	iShares Core MSCI Emerging Markets ETF	$577K	8279	0.41%	SOLE
38	Vanguard Index Funds	Vanguard S&P 500 ETF	$577K	965	0.41%	SOLE
39	Dimensional ETF Trust	Dimensional Emerging Markets Core 2 ETF	$467K	13525	0.33%	SOLE
40	NVIDIA Corp	Common Stock	$433K	2482	0.31%	SOLE
41	Pacer Funds Trust	Pacer US Small Cap Cash Cows 100 ETF	$397K	8850	0.28%	SOLE
42	iShares Trust	iShares Core MSCI EAFE ETF	$368K	4065	0.26%	SOLE
43	Alphabet Inc	Class C Capital Stock	$366K	1275	0.26%	SOLE
44	SPDR Series Trust	SPDR S&P 600 Small Cap Value ETF	$362K	3823	0.26%	SOLE
45	American Century ETF Trust	Avantis International Large Cap Value ETF	$312K	4164	0.22%	SOLE
46	Schwab Strategic Trust	Schwab U.S. Large-Cap Value ETF	$295K	9680	0.21%	SOLE
47	SPDR Series Trust	SPDR Bloomberg 1-3 Month T-Bill ETF	$289K	3150	0.20%	SOLE
48	Vanguard Index Funds	Vanguard Total International Stock ETF	$263K	3406	0.19%	SOLE
49	WisdomTree Trust	WisdomTree U.S. MidCap Fund	$253K	3765	0.18%	SOLE
50	Hilltop Holdings Inc	Common Stock	$244K	6800	0.17%	SOLE

1–50 of 53

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