Interactive Financial Advisors, Inc. Portfolio Stock Holdings
Interactive Financial Advisors, Inc. disclosed 78 stock positions valued at approximately $152.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 78
- Portfolio Value
- $152.9M
Holdings by Sector
Interactive Financial Advisors, Inc. Portfolio Holdings in Q1 2026
77 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.99% | 30,394 | -79 | -0.26% | $19,853,701 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.12% | 169,886 | +523 | +0.31% | $10,886,359 |
| ISHARES TR | AGG | Other | 6.75% | 103,877 | -989 | -0.94% | $10,311,898 |
| FLEXSHARES TR | RAVI | Other | 6.24% | 126,541 | +3,239 | +2.63% | $9,542,159 |
| INVESCO QQQ TR | QQQ | Other | 4.48% | 11,871 | -657 | -5.24% | $6,851,755 |
| ISHARES TR | TLT | Other | 4.45% | 78,474 | -536 | -0.68% | $6,802,994 |
| ISHARES TR | QUAL | Other | 4.37% | 34,798 | +491 | +1.43% | $6,674,795 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.69% | 26,264 | -673 | -2.50% | $5,648,412 |
| SPDR SERIES TRUST | SLYV | Other | 3.20% | 51,787 | +532 | +1.04% | $4,898,098 |
| SPDR SERIES TRUST | SLYG | Other | 3.07% | 48,634 | +758 | +1.58% | $4,699,041 |
| SPDR SERIES TRUST | SPIB | Other | 3.04% | 138,444 | +2,377 | +1.75% | $4,643,431 |
| ISHARES TR | GOVT | Other | 2.61% | 173,960 | +2,870 | +1.68% | $3,985,445 |
| VANGUARD INDEX FDS | VV | Other | 2.42% | 12,389 | -1,285 | -9.40% | $3,702,593 |
| ISHARES TR | IGM | Other | 2.30% | 29,609 | +411 | +1.41% | $3,509,033 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.10% | 66,655 | +596 | +0.90% | $3,202,783 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.70% | 34,363 | +697 | +2.07% | $2,601,676 |
| ISHARES TR | ITA | Other | 1.63% | 11,398 | -370 | -3.14% | $2,493,461 |
| VANECK ETF TRUST | ANGL | Other | 1.50% | 80,020 | +1,328 | +1.69% | $2,298,201 |
| ISHARES TR | EFV | Other | 1.44% | 29,685 | -1,017 | -3.31% | $2,207,102 |
| ISHARES TR | IWN | Other | 1.33% | 10,717 | -379 | -3.42% | $2,032,016 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.32% | 13,717 | -256 | -1.83% | $2,011,192 |
| VANGUARD INDEX FDS | VO | Other | 1.11% | 5,889 | +192 | +3.37% | $1,691,301 |
| ISHARES TR | LQD | Other | 1.06% | 14,866 | -450 | -2.94% | $1,620,279 |
| ISHARES GOLD TR | IAU | Other | 1.04% | 17,951 | +687 | +3.98% | $1,582,560 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.02% | 34,137 | -449 | -1.30% | $1,566,591 |
| ISHARES TR | IGIB | Other | 0.84% | 24,243 | -750 | -3.00% | $1,290,215 |
| VANGUARD WELLINGTON FD | VFQY | Other | 0.81% | 8,306 | +610 | +7.93% | $1,239,528 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.71% | 13,242 | -241 | -1.79% | $1,085,658 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.70% | 8,002 | -639 | -7.39% | $1,063,578 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.65% | 28,181 | -262 | -0.92% | $996,763 |
| INVESCO EXCHANGE TRADED FD T | RSPR | Other | 0.64% | 29,297 | +2,416 | +8.99% | $972,148 |
| VANGUARD WORLD FD | VPU | Other | 0.59% | 4,572 | +307 | +7.20% | $905,896 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.59% | 14,712 | -661 | -4.30% | $901,279 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.58% | 5,961 | -160 | -2.61% | $882,935 |
| VANGUARD INDEX FDS | VOO | Other | 0.52% | 1,321 | +55 | +4.34% | $789,760 |
| GATX CORP | GATX | Industrials | 0.50% | 4,500 | -5 | -0.11% | $768,330 |
| ISHARES TR | TIP | Other | 0.50% | 6,926 | +315 | +4.76% | $764,415 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.47% | 8,639 | +287 | +3.44% | $714,892 |
| US BANCORP | USB | Financial Services | 0.46% | 13,462 | - | - | $700,159 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.41% | 10,218 | - | - | $626,568 |
| ARK ETF TR | ARKK | Other | 0.36% | 8,042 | +35 | +0.44% | $543,579 |
| FLEXSHARES TR | ESG | Other | 0.33% | 3,337 | -217 | -6.11% | $506,356 |
| ISHARES TR | XT | Other | 0.33% | 7,423 | +50 | +0.68% | $505,872 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.33% | 23,206 | -961 | -3.98% | $498,718 |
| ALLSTATE CORP | ALL | Financial Services | 0.32% | 2,376 | - | - | $492,640 |
| WISDOMTREE TR | DGRW | Other | 0.32% | 5,485 | -375 | -6.40% | $481,832 |
| ISHARES TR | REZ | Other | 0.32% | 5,788 | -210 | -3.50% | $481,684 |
| VANECK ETF TRUST | SMH | Other | 0.31% | 1,240 | -170 | -12.06% | $475,631 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.30% | 3,500 | - | - | $458,780 |
| ISHARES SILVER TR | SLV | Other | 0.30% | 6,685 | +164 | +2.51% | $455,516 |
| ISHARES TR | IGE | Other | 0.28% | 6,896 | -332 | -4.59% | $434,037 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 11,005 | +11,005 | +100.00% | $428,279 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.27% | 8,382 | -414 | -4.71% | $415,831 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.26% | 3,917 | -471 | -10.73% | $404,056 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 585 | -39 | -6.25% | $380,826 |
| FLEXSHARES TR | TDTT | Other | 0.24% | 15,307 | -322 | -2.06% | $371,046 |
| J P MORGAN EXCHANGE TRADED F | JPUS | Other | 0.23% | 2,738 | -121 | -4.23% | $356,515 |
| ISHARES TR | EFA | Other | 0.23% | 3,603 | -182 | -4.81% | $349,978 |
| ISHARES TR | MUB | Other | 0.23% | 3,281 | -70 | -2.09% | $348,278 |
| APPLE INC | AAPL | Technology | 0.22% | 1,338 | +287 | +27.31% | $339,571 |
| MORGAN STANLEY | MS | Financial Services | 0.22% | 2,005 | +2 | +0.10% | $329,963 |
| J P MORGAN EXCHANGE TRADED F | JPSE | Other | 0.22% | 6,287 | +15 | +0.24% | $329,667 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 1,573 | +67 | +4.45% | $327,609 |
| CHEVRON CORPORATION | CVX | Energy | 0.21% | 1,582 | +88 | +5.89% | $327,316 |
| WISDOMTREE TR | DHS | Other | 0.20% | 2,755 | -155 | -5.33% | $300,922 |
| SPDR GOLD TR | GLD | Other | 0.20% | 698 | -29 | -3.99% | $300,342 |
| WISDOMTREE TR | AGZD | Other | 0.19% | 12,968 | -655 | -4.81% | $292,405 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 1,006 | +3 | +0.30% | $288,581 |
| ISHARES TR | IVE | Other | 0.19% | 1,357 | -74 | -5.17% | $286,720 |
| ISHARES TR | IWM | Other | 0.17% | 1,063 | -61 | -5.43% | $263,854 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.17% | 2,834 | +153 | +5.71% | $263,222 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 674 | +145 | +27.41% | $249,495 |
| ISHARES TR | ACWX | Other | 0.15% | 3,352 | -95 | -2.76% | $229,535 |
| SOUTHERN CO | SO | Utilities | 0.14% | 2,208 | +2,208 | +100.00% | $213,116 |
| ISHARES TR | SHY | Other | 0.13% | 2,467 | -19 | -0.76% | $203,760 |
| ISHARES TR | PFF | Other | 0.13% | 6,718 | -242 | -3.48% | $203,690 |
| DTE ENERGY CO | DTE | Utilities | 0.13% | 1,386 | +1,386 | +100.00% | $202,661 |