IF Advisors, LLC

Q1 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$141,462
Net value change ($000)
+18,396 (14.9%)
New positions
13
Sold out positions
1
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 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)
VTI 3,732 777.5%
JAAA 2,364 NEW
VEA 2,033 16.6%
DFAC 1,340 NEW
AVUS 1,109 NEW
SCHX 1,067 49.9%
SCHD 930 NEW
DFIC 913 NEW
VO 829 8.9%
SCHWAB STRATEGIC TRUST 800 42.5%
Top Reduces (Value $000, Stocks/ETFs)
VV -2,092 -12.5%
TSLA -966 -48.1%
BRK-B -720 -11.5%
JMST -648 -7.4%
AMZN -293 -100.0%
CMC -209 -49.1%
OKLO -174 -44.2%
VNQ -80 -2.2%
GOOGL -34 -8.5%
NVDA -30 -6.5%
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