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IF Advisors, LLC

Q1 2026 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    53

  • Value ($000)

    $141,462

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0002109472
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VV

Vanguard Index Funds

VANGUARD LARGE-CAP ETF
922908637
$14.67M
10 %

49,091

V
VEA

Vanguard Index Funds

VANGUARD FTSE DEVELOPED MARKETS ETF
921943858
$14.27M
10 %

222,644

V
VO

Vanguard Index Funds

VANGUARD MID-CAP ETF
922908629
$10.11M
7 %

35,213

J
JMST

JPMorgan Trust I

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
46641Q654
$8.05M
6 %

158,000

V
VWO

Vanguard Index Funds

VANGUARD FTSE EMERGING MARKETS ETF
922042858
$7.04M
5 %

130,286

B
BRK.B

Berkshire Hathaway Inc Del

CLASS B COMMON STOCK
084670702
$5.55M
4 %

11,573

V
VTV

Vanguard Index Funds

VANGUARD VALUE ETF
922908744
$5.27M
4 %

26,854

B
BND

Vanguard Bond Index Funds

VANGUARD TOTAL BOND MARKET ETF
921937835
$5.26M
4 %

71,461

E
EFV

iShares Trust

ISHARES MSCI EAFE VALUE ETF
464288877
$4.69M
3 %

63,138

V
VB

Vanguard Index Funds

VANGUARD SMALL-CAP ETF
922908751
$4.59M
3 %

17,518

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