IF Advisors, LLC
CIK 2109472 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- VV12.01%
- VEA10.69%
- VO7.64%
- VWO5.42%
- BRK.B3.87%
- VTV3.84%
- BND3.63%
- EFV3.55%
- VB3.52%
- VTI3.20%
Share classes counted separately57.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JMSTWeight decreased · -3.38 pp5.69% → 2.31%Shares -89.00K (-56.33%)
- VTESWeight decreased · -1.89 pp3.18% → 1.29%Shares -25.10K (-56.40%)
- SUBWeight decreased · -1.87 pp3.20% → 1.33%Shares -23.50K (-55.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVVNGRD MRGSTR LRG-CAP ETF-USDVanguard Large-Cap ETF View history and evidence | $18.27M | 12.01% | 53.13K shares | 10.37% → 12.01%+1.64 pp +4.04K (+8.24%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVanguard FTSE Developed Markets ETF View history and evidence | $16.26M | 10.69% | 228.16K shares | 10.09% → 10.69%+0.60 pp +5.52K (+2.48%) | Added | ↗▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDVanguard Mid-Cap ETF View history and evidence | $11.61M | 7.64% | 144.16K shares | 7.15% → 7.64%+0.49 pp +108.94K (+309.38%) | Added | ↗▾ |
| 04 | VWOVANGUARD FTSE EMERGING MARKEVanguard FTSE Emerging Markets ETF View history and evidence | $8.25M | 5.42% | 138.23K shares | 4.98% → 5.42%+0.44 pp +7.94K (+6.10%) | Added | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BClass B Common Stock View history and evidence | $5.89M | 3.87% | 11.77K shares | 3.92% → 3.87%-0.05 pp +201 (+1.74%) | Added | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIVanguard Value ETF View history and evidence | $5.85M | 3.84% | 26.83K shares | 3.72% → 3.84%+0.12 pp -24 (-0.09%) | Reduced | ↗▾ |
| 07 | BNDVANGUARD TOTAL BOND MARKETVanguard Total Bond Market ETF View history and evidence | $5.52M | 3.63% | 75.22K shares | 3.72% → 3.63%-0.09 pp +3.76K (+5.26%) | Added | ↗▾ |
| 08 | EFVISHARES MSCI EAFE VALUE ETFiShares MSCI EAFE Value ETF View history and evidence | $5.40M | 3.55% | 70.50K shares | 3.32% → 3.55%+0.23 pp +7.37K (+11.67%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDVanguard Small-Cap ETF View history and evidence | $5.36M | 3.52% | 17.68K shares | 3.24% → 3.52%+0.28 pp +165 (+0.94%) | Added | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USVanguard Total Stock Market ETF View history and evidence | $4.87M | 3.20% | 13.15K shares | 2.98% → 3.20%+0.22 pp +22 (+0.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109472 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152119209
}Research all 60 reported holdings.
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