Index Fund Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$2,222,139
Net value change ($000)
+91,263 (4.3%)
New positions
15
Sold out positions
34
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAT 15,074 3.9%
DFAC 12,840 139.6%
DFSV 12,678 15.1%
DFAS 12,544 3.1%
DFUV 10,968 4.1%
GBCI 9,540 NEW
DFIV 9,187 5.2%
DFLV 7,616 18.5%
DUHP 4,506 100.3%
DFIC 3,611 270.3%
Top Reduces (Value $000, Stocks/ETFs)
DFUS -16,182 -4.4%
V -1,763 -61.1%
AMZN -1,547 -23.0%
META -1,519 -37.2%
FICO -1,361 -100.0%
GDX -1,242 -18.8%
GSHD -1,054 -100.0%
NET -1,027 -48.5%
MELI -874 -100.0%
SHOP -873 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type