Interactive Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Interactive Financial Advisors, Inc. disclosed 73 stock positions valued at approximately $164.05M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $164.05M
Holdings by Sector
Interactive Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.29% | 29,754 | -640 | -2.11% | $21,797,562 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.24% | 171,709 | +1,823 | +1.07% | $11,877,433 |
| ISHARES TR | AGG | Other | 6.22% | 103,176 | -701 | -0.67% | $10,197,254 |
| FLEXSHARES TR | RAVI | Other | 6.09% | 132,435 | +5,894 | +4.66% | $9,988,080 |
| INVESCO QQQ TR | QQQ | Other | 5.55% | 12,656 | +785 | +6.61% | $9,104,549 |
| ISHARES TR | QUAL | Other | 4.66% | 35,355 | +557 | +1.60% | $7,638,703 |
| ISHARES TR | TLT | Other | 4.17% | 79,099 | +625 | +0.80% | $6,844,134 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.51% | 24,707 | -1,557 | -5.93% | $5,763,870 |
| SPDR SERIES TRUST | SLYG | Other | 3.51% | 49,303 | +669 | +1.38% | $5,763,720 |
| SPDR SERIES TRUST | SLYV | Other | 3.43% | 52,529 | +742 | +1.43% | $5,622,212 |
| ISHARES TR | IGM | Other | 2.98% | 30,172 | +563 | +1.90% | $4,886,165 |
| SPDR SERIES TRUST | SPIB | Other | 2.82% | 138,256 | -188 | -0.14% | $4,619,670 |
| VANGUARD INDEX FDS | VV | Other | 2.60% | 13,407 | +1,018 | +8.22% | $4,257,895 |
| ISHARES TR | GOVT | Other | 2.41% | 173,991 | +31 | +0.02% | $3,961,632 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.93% | 65,195 | -1,460 | -2.19% | $3,158,127 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.78% | 34,328 | -35 | -0.10% | $2,916,756 |
| ISHARES TR | ITA | Other | 1.46% | 10,234 | -1,164 | -10.21% | $2,403,122 |
| VANECK ETF TRUST | ANGL | Other | 1.42% | 79,644 | -376 | -0.47% | $2,325,012 |
| ISHARES TR | IWN | Other | 1.30% | 9,909 | -808 | -7.54% | $2,138,564 |
| ISHARES TR | EFV | Other | 1.25% | 27,438 | -2,247 | -7.57% | $2,045,715 |
| VANGUARD INDEX FDS | VO | Other | 1.19% | 23,965 | +18,076 | +306.95% | $1,952,859 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.18% | 12,266 | -1,451 | -10.58% | $1,937,864 |
| ISHARES TR | LQD | Other | 1.01% | 15,241 | +375 | +2.52% | $1,654,682 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.97% | 8,339 | +337 | +4.21% | $1,594,022 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.94% | 33,878 | -259 | -0.76% | $1,537,658 |
| VANGUARD WELLINGTON FD | VFQY | Other | 0.83% | 8,024 | -282 | -3.40% | $1,366,453 |
| ISHARES GOLD TR | IAU | Other | 0.82% | 17,799 | -152 | -0.85% | $1,344,034 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.75% | 28,039 | -142 | -0.50% | $1,225,603 |
| ISHARES TR | IGIB | Other | 0.75% | 23,058 | -1,185 | -4.89% | $1,223,969 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.71% | 14,036 | +794 | +6.00% | $1,161,833 |
Showing 30 of 73 holdings in the latest reporting period.