Filed: 2/10/2026ACC: 0002109472-26-000002
📋 What this filing means
IF ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $123.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$123.07M
Total AUM (reported)
1.41M
Total Shares
Allocation by class
LARGE-CAP ETF$16.76M13.6%
FTSE DEVELOPED MARKETS ETF$12.23M9.9%
MID-CAP ETF$9.28M7.5%
ULTRA-SHORT MUNICIPAL INCOME ETF$8.70M7.1%
FTSE EMERGING MARKETS ETF$6.64M5.4%
CLASS B COMMON STOCK$6.27M5.1%
TOTAL BOND MARKET ETF$5.15M4.2%
Portfolio Concentration
Top 3$38.28M31.1%
4–10$40.82M33.2%
11–25$36.65M29.8%
Rest$7.32M5.9%
Top 3 weight
31.1%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 1.41M
Sole
Full voting authority
1.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
Vanguard
SOLEShares53.25K
TypeSH
Market value$16.76M
13.62%
Sole
53.25K
Shared
0.00
None
0.00
Vanguard
SOLEShares195.84K
TypeSH
Market value$12.23M
9.94%
Sole
195.84K
Shared
0.00
None
0.00
Vanguard
SOLEShares31.99K
TypeSH
Market value$9.28M
7.54%
Sole
31.99K
Shared
0.00
None
0.00
JPMorgan
SOLEShares170.85K
TypeSH
Market value$8.70M
7.07%
Sole
170.85K
Shared
0.00
None
0.00
Vanguard
SOLEShares123.48K
TypeSH
Market value$6.64M
5.39%
Sole
123.48K
Shared
0.00
None
0.00
Berkshire Hathaway Inc.
SOLEShares12.46K
TypeSH
Market value$6.27M
5.09%
Sole
12.46K
Shared
0.00
None
0.00
Vanguard
SOLEShares69.51K
TypeSH
Market value$5.15M
4.18%
Sole
69.51K
Shared
0.00
None
0.00
Vanguard
SOLEShares26.84K
TypeSH
Market value$5.13M
4.17%
Sole
26.84K
Shared
0.00
None
0.00
Vanguard
SOLEShares17.33K
TypeSH
Market value$4.47M
3.63%
Sole
17.33K
Shared
0.00
None
0.00
iShares
SOLEShares62.58K
TypeSH
Market value$4.47M
3.63%
Sole
62.58K
Shared
0.00
None
0.00
Vanguard
SOLEShares40K
TypeSH
Market value$4.06M
3.30%
Sole
40K
Shared
0.00
None
0.00
iShares
SOLEShares37.38K
TypeSH
Market value$3.99M
3.24%
Sole
37.38K
Shared
0.00
None
0.00
Vanguard
SOLEShares41.98K
TypeSH
Market value$3.72M
3.02%
Sole
41.98K
Shared
0.00
None
0.00
iShares
SOLEShares30.08K
TypeSH
Market value$3.59M
2.92%
Sole
30.08K
Shared
0.00
None
0.00
Avantis
SOLEShares30.81K
TypeSH
Market value$3.14M
2.55%
Sole
30.81K
Shared
0.00
None
0.00
iShares
SOLEShares29.86K
TypeSH
Market value$2.47M
2.01%
Sole
29.86K
Shared
0.00
None
0.00
Schwab
SOLEShares83.15K
TypeSH
Market value$2.37M
1.92%
Sole
83.15K
Shared
0.00
None
0.00
Schwab
SOLEShares79.42K
TypeSH
Market value$2.14M
1.74%
Sole
79.42K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares4.46K
TypeSH
Market value$2.01M
1.63%
Sole
4.46K
Shared
0.00
None
0.00
Vanguard
SOLEShares9.31K
TypeSH
Market value$1.97M
1.60%
Sole
9.31K
Shared
0.00
None
0.00
Schwab
SOLEShares78.36K
TypeSH
Market value$1.88M
1.53%
Sole
78.36K
Shared
0.00
None
0.00
iShares
SOLEShares6.10K
TypeSH
Market value$1.50M
1.22%
Sole
6.10K
Shared
0.00
None
0.00
Avantis
SOLEShares19.43K
TypeSH
Market value$1.47M
1.20%
Sole
19.43K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares11.44K
TypeSH
Market value$1.38M
1.12%
Sole
11.44K
Shared
0.00
None
0.00
iShares
SOLEShares10.02K
TypeSH
Market value$963.3K
0.78%
Sole
10.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VanguardSOLE | Large-Cap ETF | 53.25K | SH | $16.76M 13.62% | 53.25K | 0.00 | 0.00 |
VanguardSOLE | FTSE Developed Markets ETF | 195.84K | SH | $12.23M 9.94% | 195.84K | 0.00 | 0.00 |
VanguardSOLE | Mid-Cap ETF | 31.99K | SH | $9.28M 7.54% | 31.99K | 0.00 | 0.00 |
JPMorganSOLE | Ultra-Short Municipal Income ETF | 170.85K | SH | $8.70M 7.07% | 170.85K | 0.00 | 0.00 |
VanguardSOLE | FTSE Emerging Markets ETF | 123.48K | SH | $6.64M 5.39% | 123.48K | 0.00 | 0.00 |
Berkshire Hathaway Inc.SOLE | Class B Common Stock | 12.46K | SH | $6.27M 5.09% | 12.46K | 0.00 | 0.00 |
VanguardSOLE | Total Bond Market ETF | 69.51K | SH | $5.15M 4.18% | 69.51K | 0.00 | 0.00 |
VanguardSOLE | Value ETF | 26.84K | SH | $5.13M 4.17% | 26.84K | 0.00 | 0.00 |
VanguardSOLE | Small-Cap ETF | 17.33K | SH | $4.47M 3.63% | 17.33K | 0.00 | 0.00 |
iSharesSOLE | MSCI EAFE Value ETF | 62.58K | SH | $4.47M 3.63% | 62.58K | 0.00 | 0.00 |
VanguardSOLE | Short-Term Tax-Exempt Bond ETF | 40K | SH | $4.06M 3.30% | 40K | 0.00 | 0.00 |
iSharesSOLE | Short-Term National Muni Bond ETF | 37.38K | SH | $3.99M 3.24% | 37.38K | 0.00 | 0.00 |
VanguardSOLE | Real Estate ETF | 41.98K | SH | $3.72M 3.02% | 41.98K | 0.00 | 0.00 |
iSharesSOLE | 3-7 Year Treasury Bond ETF | 30.08K | SH | $3.59M 2.92% | 30.08K | 0.00 | 0.00 |
AvantisSOLE | U.S. Small Cap Value ETF | 30.81K | SH | $3.14M 2.55% | 30.81K | 0.00 | 0.00 |
iSharesSOLE | 1-3 Year Treasury Bond ETF | 29.86K | SH | $2.47M 2.01% | 29.86K | 0.00 | 0.00 |
SchwabSOLE | U.S. Small-Cap ETF | 83.15K | SH | $2.37M 1.92% | 83.15K | 0.00 | 0.00 |
SchwabSOLE | U.S. Large-Cap ETF | 79.42K | SH | $2.14M 1.74% | 79.42K | 0.00 | 0.00 |
Tesla IncSOLE | Common Stock | 4.46K | SH | $2.01M 1.63% | 4.46K | 0.00 | 0.00 |
VanguardSOLE | Small-Cap Value ETF | 9.31K | SH | $1.97M 1.60% | 9.31K | 0.00 | 0.00 |
SchwabSOLE | International Equity ETF | 78.36K | SH | $1.88M 1.53% | 78.36K | 0.00 | 0.00 |
iSharesSOLE | Russell 2000 ETF | 6.10K | SH | $1.50M 1.22% | 6.10K | 0.00 | 0.00 |
AvantisSOLE | US Large Cap Value ETF | 19.43K | SH | $1.47M 1.20% | 19.43K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Common Stock | 11.44K | SH | $1.38M 1.12% | 11.44K | 0.00 | 0.00 |
iSharesSOLE | 7-10 Year Treasury Bond ETF | 10.02K | SH | $963.3K 0.78% | 10.02K | 0.00 | 0.00 |
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