IF Advisors, LLC
CIK 2109472 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- VV10.37%
- VEA10.09%
- VO7.15%
- JMST5.69%
- VWO4.98%
- BRK.B3.92%
- VTV3.72%
- BND3.72%
- EFV3.32%
- VB3.24%
Share classes counted separately56.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VVWeight decreased · -3.25 pp13.62% → 10.37%Shares -4.16K (-7.81%)
- VTIWeight increased · +2.59 pp0.39% → 2.98%Shares +11.70K (+817.54%)
- JMSTWeight decreased · -1.38 pp7.07% → 5.69%Shares -12.85K (-7.52%)
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 | $14.67M | 10.37% | 49.09K shares | 13.62% → 10.37%-3.25 pp -4.16K (-7.81%) | Reduced | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVanguard FTSE Developed Markets ETF View history and evidence | $14.27M | 10.09% | 222.64K shares | 9.94% → 10.09%+0.15 pp +26.81K (+13.69%) | Added | ↗▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDVanguard Mid-Cap ETF View history and evidence | $10.11M | 7.15% | 35.21K shares | 7.54% → 7.15%-0.39 pp +3.23K (+10.09%) | Added | ↗▾ |
| 04 | JMSTJPM ULTRA-SHORT MUNI INCOMEJPMorgan Ultra-Short Municipal Income ETF View history and evidence | $8.05M | 5.69% | 158.00K shares | 7.07% → 5.69%-1.38 pp -12.85K (-7.52%) | Reduced | ↗▾ |
| 05 | VWOVANGUARD FTSE EMERGING MARKEVanguard FTSE Emerging Markets ETF View history and evidence | $7.04M | 4.98% | 130.29K shares | 5.39% → 4.98%-0.41 pp +6.81K (+5.51%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BClass B Common Stock View history and evidence | $5.55M | 3.92% | 11.57K shares | 5.09% → 3.92%-1.17 pp -892 (-7.16%) | Reduced | ↗▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIVanguard Value ETF View history and evidence | $5.27M | 3.72% | 26.85K shares | 4.17% → 3.72%-0.45 pp +15 (+0.06%) | Added | ↗▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETVanguard Total Bond Market ETF View history and evidence | $5.26M | 3.72% | 71.46K shares | 4.18% → 3.72%-0.46 pp +1.95K (+2.80%) | Added | ↗▾ |
| 09 | EFVISHARES MSCI EAFE VALUE ETFiShares MSCI EAFE Value ETF View history and evidence | $4.69M | 3.32% | 63.14K shares | 3.63% → 3.32%-0.31 pp +560 (+0.89%) | Added | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDVanguard Small-Cap ETF View history and evidence | $4.59M | 3.24% | 17.52K shares | 3.63% → 3.24%-0.39 pp +192 (+1.11%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Non-derivative | -1,268 | -$292.68K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2109472 · Period Mar 31, 2026
Data loaded Sep 23, 2026 · First reported May 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 141462156
}Research all 53 reported holdings.
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