Index Fund Advisors, Inc.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,222,139
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 127 | 2,222,139 | 13F-HR | Index Fund Advisors, Inc. |
| Q4 2025 | 1/29/2026 | 146 | 2,130,876 | 13F-HR | Index Fund Advisors, Inc. |
| Q3 2025 | 10/22/2025 | 145 | 2,061,392 | 13F-HR | Index Fund Advisors, Inc. |
| Q2 2025 | 7/25/2025 | 144 | 1,781,008 | 13F-HR | Index Fund Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.7 K | 3.3% | 0 | 1.603 M | -1.603 M |
| ETFs | 2.148 M | 96.7% | 1.694 M | 0 | 1.694 M |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
2,222,139
Holdings
127
QoQ value change ($000)
91,263
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.