If Advisors, Llc Portfolio Stock Holdings
If Advisors, Llc disclosed 53 stock positions valued at approximately $141.5 million in its latest SEC 13F filing. The largest holdings include Vanguard Index Funds, Vanguard Index Funds, and Vanguard Index Funds. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 53
- Portfolio Value
- $141.5M
Holdings by Sector
If Advisors, Llc Portfolio Holdings in Q1 2026
52 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Index Funds | VV | Other | 10.37% | 49,091 | -4,158 | -7.81% | $14,670,845 |
| Vanguard Index Funds | VEA | Other | 10.09% | 222,644 | +26,807 | +13.69% | $14,267,028 |
| Vanguard Index Funds | VO | Other | 7.15% | 35,213 | +3,226 | +10.09% | $10,112,469 |
| JPMorgan Trust I | JMST | Other | 5.69% | 158,000 | -12,850 | -7.52% | $8,054,840 |
| Vanguard Index Funds | VWO | Other | 4.98% | 130,286 | +6,807 | +5.51% | $7,041,958 |
| Berkshire Hathaway Inc Del | BRK-B | Financial Services | 3.92% | 11,573 | -892 | -7.16% | $5,545,782 |
| Vanguard Index Funds | VTV | Other | 3.72% | 26,854 | +15 | +0.06% | $5,268,755 |
| Vanguard Bond Index Funds | BND | Other | 3.72% | 71,461 | +1,948 | +2.80% | $5,262,388 |
| iShares Trust | EFV | Other | 3.32% | 63,138 | +560 | +0.89% | $4,694,311 |
| Vanguard Index Funds | VB | Other | 3.24% | 17,518 | +192 | +1.11% | $4,588,315 |
| iShares Trust | SUB | Other | 3.20% | 42,500 | +5,122 | +13.70% | $4,526,250 |
| Vanguard Municipal Bond Funds | VTES | Other | 3.18% | 44,500 | +4,500 | +11.25% | $4,500,730 |
| Vanguard Index Funds | VTI | Other | 2.98% | 13,130 | +11,699 | +817.54% | $4,212,235 |
| iShares Trust | IEI | Other | 2.68% | 32,025 | +1,942 | +6.46% | $3,798,165 |
| American Century ETF Trust | AVUV | Other | 2.59% | 33,172 | +2,366 | +7.68% | $3,664,511 |
| Vanguard Specialized Funds | VNQ | Other | 2.57% | 40,981 | -1,004 | -2.39% | $3,635,015 |
| Schwab Strategic Trust | SCHX | Other | 2.27% | 124,975 | +45,560 | +57.37% | $3,204,359 |
| Schwab Strategic Trust | SCHF | Other | 1.90% | 108,455 | +30,090 | +38.40% | $2,684,261 |
| iShares Trust | SHY | Other | 1.86% | 31,869 | +2,014 | +6.75% | $2,631,423 |
| Schwab Strategic Trust | SCHA | Other | 1.71% | 83,149 | -4 | -0.00% | $2,417,973 |
| Janus Detroit Street Trust | JAAA | Other | 1.67% | 46,940 | +46,940 | +100.00% | $2,364,348 |
| American Century ETF Trust | AVLV | Other | 1.53% | 26,873 | +7,445 | +38.32% | $2,166,233 |
| Vanguard Index Funds | VBR | Other | 1.46% | 9,516 | +207 | +2.22% | $2,067,351 |
| Exxon Mobil Corp | XOM | Energy | 1.37% | 11,442 | +3 | +0.03% | $1,941,250 |
| Schwab Strategic Trust | SCHM | Other | 1.10% | 50,042 | +18,673 | +59.53% | $1,549,309 |
| iShares Trust | IWM | Other | 1.07% | 6,101 | +5 | +0.08% | $1,513,048 |
| Dimensional ETF Trust | DFAC | Other | 0.95% | 34,487 | +34,487 | +100.00% | $1,340,165 |
| American Century ETF Trust | AVUS | Other | 0.78% | 9,977 | +9,977 | +100.00% | $1,109,243 |
| iShares Trust | IEF | Other | 0.76% | 11,219 | +1,201 | +11.99% | $1,070,741 |
| Tesla Inc | TSLA | Consumer Cyclical | 0.74% | 2,799 | -1,663 | -37.27% | $1,040,528 |
| Schwab Strategic Trust | SCHD | Other | 0.66% | 30,304 | +30,304 | +100.00% | $929,727 |
| Dimensional ETF Trust | DFIC | Other | 0.65% | 25,700 | +25,700 | +100.00% | $913,121 |
| Vanguard Municipal Bond Funds | VTEB | Other | 0.56% | 16,000 | - | - | $798,240 |
| Schwab Strategic Trust | SCHH | Other | 0.50% | 32,945 | - | - | $707,988 |
| Schwab Strategic Trust | SCHY | Other | 0.47% | 20,860 | +20,860 | +100.00% | $660,428 |
| Schwab Strategic Trust | SCHE | Other | 0.45% | 19,402 | -1 | -0.01% | $639,296 |
| iShares Trust | IEMG | Other | 0.41% | 8,279 | +5,270 | +175.14% | $577,460 |
| Vanguard Index Funds | VOO | Other | 0.41% | 965 | - | - | $576,636 |
| Dimensional ETF Trust | DFEM | Other | 0.33% | 13,525 | +13,525 | +100.00% | $467,289 |
| NVIDIA Corp | NVDA | Technology | 0.31% | 2,482 | - | - | $432,791 |
| Pacer Funds Trust | CALF | Other | 0.28% | 8,850 | +8,850 | +100.00% | $397,100 |
| iShares Trust | IEFA | Other | 0.26% | 4,065 | +4,065 | +100.00% | $368,004 |
| Alphabet Inc | GOOG | Communication Services | 0.26% | 1,275 | - | - | $365,747 |
| SPDR Series Trust | SLYV | Other | 0.26% | 3,823 | +3,823 | +100.00% | $361,579 |
| American Century ETF Trust | AVIV | Other | 0.22% | 4,164 | +4,164 | +100.00% | $311,592 |
| Schwab Strategic Trust | SCHV | Other | 0.21% | 9,680 | +9,680 | +100.00% | $295,240 |
| Vanguard Index Funds | VXUS | Other | 0.19% | 3,406 | - | - | $262,637 |
| WisdomTree Trust | EZM | Other | 0.18% | 3,765 | - | - | $253,083 |
| Hilltop Holdings Inc | HTH | Financial Services | 0.17% | 6,800 | - | - | $243,576 |
| iShares Trust | IVV | Other | 0.16% | 353 | - | - | $230,583 |
| Oklo Inc | OKLO | Utilities | 0.16% | 4,443 | -1,050 | -19.12% | $220,328 |
| Commercial Metals Co | CMC | Basic Materials | 0.15% | 3,536 | -2,619 | -42.55% | $217,216 |