IF ADVISORS, LLC

Filed: 5/14/2026ACC: 0002109472-26-000003

📋 What this filing means

IF ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $141.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$141.46M

Total AUM (reported)

1.78M

Total Shares

Allocation by class

VANGUARD LARGE-CAP ETF$14.67M10.4%

VANGUARD FTSE DEVELOPED MARKETS ETF$14.27M10.1%

VANGUARD MID-CAP ETF$10.11M7.1%

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF$8.05M5.7%

VANGUARD FTSE EMERGING MARKETS ETF$7.04M5.0%

CLASS B COMMON STOCK$5.55M3.9%

VANGUARD VALUE ETF$5.27M3.7%

Portfolio Concentration

Top 3$39.05M27.6%

4–10$40.46M28.6%

11–25$45.36M32.1%

Rest$16.59M11.7%

Top 3 weight

27.6%

Top 10 weight

56.2%

Voting Authority Distribution

Total shares with voting rights: 1.78M

Sole

Full voting authority

1.78M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole53

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings53

Rows:

Vanguard Index Funds

SOLE

Vanguard Large-Cap ETF

Shares49.09K

TypeSH

Market value$14.67M

10.37%

Sole

49.09K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard FTSE Developed Markets ETF

Shares222.64K

TypeSH

Market value$14.27M

10.09%

Sole

222.64K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard Mid-Cap ETF

Shares35.21K

TypeSH

Market value$10.11M

7.15%

Sole

35.21K

Shared

0.00

None

0.00

JPMorgan Trust I

SOLE

JPMorgan Ultra-Short Municipal Income ETF

Shares158K

TypeSH

Market value$8.05M

5.69%

Sole

158K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard FTSE Emerging Markets ETF

Shares130.29K

TypeSH

Market value$7.04M

4.98%

Sole

130.29K

Shared

0.00

None

0.00

Berkshire Hathaway Inc Del

SOLE

Class B Common Stock

Shares11.57K

TypeSH

Market value$5.55M

3.92%

Sole

11.57K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard Value ETF

Shares26.85K

TypeSH

Market value$5.27M

3.72%

Sole

26.85K

Shared

0.00

None

0.00

Vanguard Bond Index Funds

SOLE

Vanguard Total Bond Market ETF

Shares71.46K

TypeSH

Market value$5.26M

3.72%

Sole

71.46K

Shared

0.00

None

0.00

iShares Trust

SOLE

iShares MSCI EAFE Value ETF

Shares63.14K

TypeSH

Market value$4.69M

3.32%

Sole

63.14K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard Small-Cap ETF

Shares17.52K

TypeSH

Market value$4.59M

3.24%

Sole

17.52K

Shared

0.00

None

0.00

iShares Trust

SOLE

iShares Short-Term National Muni Bond ETF

Shares42.50K

TypeSH

Market value$4.53M

3.20%

Sole

42.50K

Shared

0.00

None

0.00

Vanguard Municipal Bond Funds

SOLE

Vanguard Short-Term Tax-Exempt Bond ETF

Shares44.50K

TypeSH

Market value$4.50M

3.18%

Sole

44.50K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard Total Stock Market ETF

Shares13.13K

TypeSH

Market value$4.21M

2.98%

Sole

13.13K

Shared

0.00

None

0.00

iShares Trust

SOLE

iShares 3-7 Year Treasury Bond ETF

Shares32.02K

TypeSH

Market value$3.80M

2.68%

Sole

32.02K

Shared

0.00

None

0.00

American Century ETF Trust

SOLE

Avantis U.S. Small Cap Value ETF

Shares33.17K

TypeSH

Market value$3.66M

2.59%

Sole

33.17K

Shared

0.00

None

0.00

Vanguard Specialized Funds

SOLE

Vanguard Real Estate ETF

Shares40.98K

TypeSH

Market value$3.64M

2.57%

Sole

40.98K

Shared

0.00

None

0.00

Schwab Strategic Trust

SOLE

Schwab U.S. Large-Cap ETF

Shares124.97K

TypeSH

Market value$3.20M

2.27%

Sole

124.97K

Shared

0.00

None

0.00

Schwab Strategic Trust

SOLE

Schwab International Equity ETF

Shares108.45K

TypeSH

Market value$2.68M

1.90%

Sole

108.45K

Shared

0.00

None

0.00

iShares Trust

SOLE

iShares 1-3 Year Treasury Bond ETF

Shares31.87K

TypeSH

Market value$2.63M

1.86%

Sole

31.87K

Shared

0.00

None

0.00

Schwab Strategic Trust

SOLE

Schwab U.S. Small-Cap ETF

Shares83.15K

TypeSH

Market value$2.42M

1.71%

Sole

83.15K

Shared

0.00

None

0.00

Janus Detroit Street Trust

SOLE

Janus Henderson AAA CLO ETF

Shares46.94K

TypeSH

Market value$2.36M

1.67%

Sole

46.94K

Shared

0.00

None

0.00

American Century ETF Trust

SOLE

Avantis U.S. Large Cap Value ETF

Shares26.87K

TypeSH

Market value$2.17M

1.53%

Sole

26.87K

Shared

0.00

None

0.00

Vanguard Index Funds

SOLE

Vanguard Small-Cap Value ETF

Shares9.52K

TypeSH

Market value$2.07M

1.46%

Sole

9.52K

Shared

0.00

None

0.00

Exxon Mobil Corp

SOLE

Common Stock

Shares11.44K

TypeSH

Market value$1.94M

1.37%

Sole

11.44K

Shared

0.00

None

0.00

Schwab Strategic Trust

SOLE

Schwab U.S. Mid-Cap ETF

Shares50.04K

TypeSH

Market value$1.55M

1.10%

Sole

50.04K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
Vanguard Index FundsSOLE	Vanguard Large-Cap ETF	49.09K	SH	$14.67M 10.37%	49.09K
Vanguard Index FundsSOLE	Vanguard FTSE Developed Markets ETF	222.64K	SH	$14.27M 10.09%	222.64K
Vanguard Index FundsSOLE	Vanguard Mid-Cap ETF	35.21K	SH	$10.11M 7.15%	35.21K
JPMorgan Trust ISOLE	JPMorgan Ultra-Short Municipal Income ETF	158K	SH	$8.05M 5.69%	158K
Vanguard Index FundsSOLE	Vanguard FTSE Emerging Markets ETF	130.29K	SH	$7.04M 4.98%	130.29K
Berkshire Hathaway Inc DelSOLE	Class B Common Stock	11.57K	SH	$5.55M 3.92%	11.57K
Vanguard Index FundsSOLE	Vanguard Value ETF	26.85K	SH	$5.27M 3.72%	26.85K
Vanguard Bond Index FundsSOLE	Vanguard Total Bond Market ETF	71.46K	SH	$5.26M 3.72%	71.46K
iShares TrustSOLE	iShares MSCI EAFE Value ETF	63.14K	SH	$4.69M 3.32%	63.14K
Vanguard Index FundsSOLE	Vanguard Small-Cap ETF	17.52K	SH	$4.59M 3.24%	17.52K
iShares TrustSOLE	iShares Short-Term National Muni Bond ETF	42.50K	SH	$4.53M 3.20%	42.50K
Vanguard Municipal Bond FundsSOLE	Vanguard Short-Term Tax-Exempt Bond ETF	44.50K	SH	$4.50M 3.18%	44.50K
Vanguard Index FundsSOLE	Vanguard Total Stock Market ETF	13.13K	SH	$4.21M 2.98%	13.13K
iShares TrustSOLE	iShares 3-7 Year Treasury Bond ETF	32.02K	SH	$3.80M 2.68%	32.02K
American Century ETF TrustSOLE	Avantis U.S. Small Cap Value ETF	33.17K	SH	$3.66M 2.59%	33.17K
Vanguard Specialized FundsSOLE	Vanguard Real Estate ETF	40.98K	SH	$3.64M 2.57%	40.98K
Schwab Strategic TrustSOLE	Schwab U.S. Large-Cap ETF	124.97K	SH	$3.20M 2.27%	124.97K
Schwab Strategic TrustSOLE	Schwab International Equity ETF	108.45K	SH	$2.68M 1.90%	108.45K
iShares TrustSOLE	iShares 1-3 Year Treasury Bond ETF	31.87K	SH	$2.63M 1.86%	31.87K
Schwab Strategic TrustSOLE	Schwab U.S. Small-Cap ETF	83.15K	SH	$2.42M 1.71%	83.15K
Janus Detroit Street TrustSOLE	Janus Henderson AAA CLO ETF	46.94K	SH	$2.36M 1.67%	46.94K
American Century ETF TrustSOLE	Avantis U.S. Large Cap Value ETF	26.87K	SH	$2.17M 1.53%	26.87K
Vanguard Index FundsSOLE	Vanguard Small-Cap Value ETF	9.52K	SH	$2.07M 1.46%	9.52K
Exxon Mobil CorpSOLE	Common Stock	11.44K	SH	$1.94M 1.37%	11.44K
Schwab Strategic TrustSOLE	Schwab U.S. Mid-Cap ETF	50.04K	SH	$1.55M 1.10%	50.04K

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