IF Advisors, LLC
Long book
$141.5M
Q1 2026
Positions
53
Top-10 weight
56%
concentration
Last quarter
+9.1%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsIF Advisors, LLC is a wealth-management firm allocating client money, running a $141.5M US long book across 53 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD LARGE-CAP ETF, VANGUARD FTSE DEVELOPED ETF, VANGUARD MID-CAP ETF, JPM ULTRA-SHORT MUNI INCOME, VANGUARD FTSE EMERGING MARKE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.2%
Q1 2026
+9.1%
Sector allocation
Financials 58%
Energy 19%
Industrials 13%
Technology 8%
Utilities 2%
Long book by quarter
What does IF Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 11.6K | $5.5M | 3.9% | -7.2% |
| XOM EXXON MOBIL CORP | Energy | 11.4K | $1.9M | 1.4% | 0.0% |
| TSLA TESLA INC | Industrials | 2.8K | $1.0M | 0.7% | -37.3% |
| NVDA NVIDIA CORP | Technology | 2.5K | $433K | 0.3% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.3K | $366K | 0.3% | Held |
| HTH HILLTOP HOLDINGS INC | Financials | 6.8K | $244K | 0.2% | Held |
| OKLO OKLO INC | Utilities | 4.4K | $220K | 0.2% | -19.1% |
| CMC COMMERCIAL METALS CO | Industrials | 3.5K | $217K | 0.2% | -42.6% |