IFS Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$192,478
Net value change ($000)
+21,591 (12.6%)
New positions
18
Sold out positions
2
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBDR 11,328 99.8%
BSCQ 9,981 212.3%
SPDW 7,850 NEW
SCHG 3,087 24.5%
VO 2,965 75.1%
SCHA 2,642 181.1%
DGRO 2,433 17.3%
AGG 839 21.4%
IJH 261 2.5%
USFR 153 10.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -9,354 -22.6%
SGOV -3,744 -17.6%
IEFA -3,340 -19.2%
IJR -2,292 -22.8%
BND -1,148 -16.9%
TFLO -189 -6.6%
VOO -73 -46.8%
NFLX -55 -85.9%
ADP -33 -12.6%
NVDA -21 -10.3%
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