Index Fund Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$2,518,732
Net value change ($000)
+296,593 (13.3%)
New positions
16
Sold out positions
8
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAS 65,064 15.5%
DFUS 57,712 16.4%
DFAT 43,690 11.0%
DFUV 40,273 14.5%
DFSV 13,549 14.0%
DFLV 8,312 17.0%
JNJ 7,930 121.0%
DFIV 6,541 3.5%
DFAC 4,769 21.6%
DFAE 4,142 21.6%
Top Reduces (Value $000, Stocks/ETFs)
DUSB -3,101 -53.0%
APH -2,692 -100.0%
NET -1,089 -100.0%
GDX -1,030 -19.1%
COST -668 -6.0%
MRVL -429 -58.4%
LLY -367 -37.7%
CELH -315 -100.0%
NFLX -259 -100.0%
HON -226 -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