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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IFS Advisors, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001765617-25-000007

Total Value
$132.2M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720063,019$39.1M29.61%
2ISHARES 0-3 MONTH TREASURY BOND ETF46436E718213,689$21.5M16.28%
3ISHARES CORE MSCI EAFE ETF46432F842190,896$15.9M12.06%
4ISHARES CORE DIVIDEND GROWTH ETF46434V621205,834$13.2M9.96%
5SCHWAB U.S. LARGE-CAP GROWTH ETF808524300402,260$11.8M8.89%
6ISHARES CORE S&P MID-CAP ETF464287507160,599$10.0M7.54%
7ISHARES CORE S&P SMALL CAP ETF46428780484,393$9.2M6.98%
8VANGUARD MID-CAP ETF92290862913,181$3.7M2.79%
9SCHWAB U.S. SMALL-CAP ETF80852460750,356$1.3M0.96%
10ISHARES RUSSELL 1000 ETF4642876222,141$727,0190.55%
11BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,213$589,2390.45%
12APPLE INC COMAAPL1,876$384,9420.29%
13ISHARES RUSSELL 1000 GROWTH ETF464287614737$312,9150.24%
14WISDOMTREE U.S. LARGECAP FUNDWT4,873$311,9200.24%
15AUTOMATIC DATA PROCESSING INC COMADP891$274,7840.21%
16INVESCO QQQ TRUST SERIES IIVZ414$228,3780.17%
17SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$216,3590.16%
18CARDINAL HEALTH INC COMCAH1,280$215,0400.16%
19VISA INC COM CL AV528$187,4660.14%
20NVIDIA CORPORATION COMNVDA1,091$172,3670.13%
21TESLA INC COMTSLA542$172,1710.13%
22VANGUARD S&P 500 ETF922908363265$150,5270.11%
23DEERE & CO COMDE251$127,6300.10%
24INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ2,072$98,5440.07%
25INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD2,196$92,3620.07%
26AMAZON COM INC COMAMZN412$90,3880.07%
27META PLATFORMS INC CL AMETA107$78,9750.06%
28CROWDSTRIKE HLDGS INC CL ACRWD149$75,8870.06%
29ISHARES RUSSELL 1000 VALUE ETF464287598383$74,3900.06%
30PROCTER AND GAMBLE CO COM742718109465$74,2270.06%
31NETFLIX INC COMNFLX53$70,9730.05%
32TEXAS PACIFIC LAND CORPORATION COMTPL66$69,7210.05%
33XCEL ENERGY INC COMXELLL956$65,1030.05%
34VANGUARD INFORMATION TECHNOLOGY ETF92204A70296$64,2300.05%
35INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$61,2880.05%
36AMERICAN ELEC PWR CO INC COM025537101571$59,2460.04%
37INTERNATIONAL BUSINESS MACHS COMINTR197$58,0710.04%
38VERIZON COMMUNICATIONS INC COMVZ1,226$53,0550.04%
39ISHARES FLOATING RATE BOND ETF46429B6551,000$51,0200.04%
40ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,7160.04%
41MERCK & CO INC COMMRK597$47,2580.04%
42PFIZER INC COMPFE1,820$44,1160.03%
43FORD MTR CO COM3453708603,795$41,1750.03%
44ABBVIE INC COMABBV200$37,1240.03%
45VANGUARD FTSE DEVELOPED MARKETS ETF921943858611$34,8330.03%
46SCHWAB US DIVIDEND EQUITY ETF8085247971,266$33,5490.03%
47CHEVRON CORP NEW COMCVX217$31,0720.02%
48MICROSOFT CORP COMMSFT56$28,2910.02%
49UNITED PARCEL SERVICE INC CL BUPS274$27,6570.02%
50BROADCOM INC COMAVGO100$27,5650.02%
51CAPITOL FED FINL INC COM14057J1014,442$27,0960.02%
52ALPHABET INC CAP STK CL CGOOG150$26,6080.02%
53ADVANCED MICRO DEVICES INC COMAMD180$25,5420.02%
54AT&T INC COMT-PC862$24,9740.02%
553M CO COMMMM158$24,0530.02%
56HOME DEPOT INC COMHD63$23,0980.02%
57EXXON MOBIL CORP COMXOM211$22,7450.02%
58ISHARES RUSSELL 2000 ETF464287655105$22,6570.02%
59BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$22,6120.02%
60COSTCO WHSL CORP NEW COM22160K10519$18,8080.01%
61TRAVELERS COMPANIES INC COMTRV69$18,4600.01%
62CYBERARK SOFTWARE LTD SHSM2682V10841$16,6820.01%
63HEICO CORP NEW COMHEI-A50$16,4000.01%
64ISHARES BITCOIN TRUST ETFIBIT260$15,9140.01%
65KKR & CO INC COMKKRT119$15,8300.01%
66DOW INC COMDOW585$15,4900.01%
67SONY GROUP CORP SPONSORED ADRSNEJF590$15,3570.01%
68TANGER INC COMSKT500$15,2900.01%
69TRIMBLE INC COMTRMB200$15,1960.01%
70ARK INNOVATION ETF00214Q104213$14,9710.01%
71AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF032108409341$14,5090.01%
72UNITED STATES OIL FUND LPUNTCW186$13,5980.01%
73NIKE INC CL BNKE189$13,4260.01%
74ALTRIA GROUP INC COMMO227$13,3090.01%
75SNOWFLAKE INC COM SHSSNOW58$12,9780.01%
76PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$12,7370.01%
77ONEOK INC NEW COMOKE155$12,6520.01%
78DISNEY WALT CO COM254687106102$12,6490.01%
79OREILLY AUTOMOTIVE INC COM67103H107135$12,1670.01%
80UBER TECHNOLOGIES INC COMUBER130$12,1290.01%
81BANK AMERICA CORP COM060505104249$11,8000.01%
82COINBASE GLOBAL INC COM CL ACOIN33$11,5660.01%
83JOHNSON & JOHNSON COMJNJ72$10,9980.01%
84CHENIERE ENERGY INC COM NEWLNG44$10,7140.01%
85UNITEDHEALTH GROUP INC COMUNH33$10,5020.01%
86COCA COLA CO COMKO148$10,4710.01%
87LG DISPLAY CO LTD SPONS ADR REPLPL3,040$10,3960.01%
88CSX CORP COMCSX315$10,2780.01%
89STARBUCKS CORP COMSBUX112$10,2620.01%
90INTUITIVE SURGICAL INC COM NEWISRG18$9,7810.01%
91PPL CORP COMPPLC288$9,7600.01%
92SOUTHWEST AIRLS CO COM844741108296$9,6020.01%
93HERSHEY CO COMHSY57$9,4590.01%
94WELLS FARGO CO NEW COM949746101118$9,4540.01%
95ARCHER DANIELS MIDLAND CO COMADM175$9,2360.01%
96DELL TECHNOLOGIES INC CL CDELL75$9,1950.01%
97REALTY INCOME CORP COMO159$9,1590.01%
98PARK HOTELS & RESORTS INC COMPK893$9,1350.01%
99GLADSTONE LD CORP COM376549101876$8,9080.01%
100KINETIK HOLDINGS INC COM NEW CL AKNTK200$8,8100.01%
101KRAFT HEINZ CO COMKHC285$7,3580.01%
102ISHARES 20 YEAR TREASURY BOND ETF46428743282$7,2360.01%
103SYMBOTIC INC CLASS A COMSYM182$7,0700.01%
104AMERICAN EXPRESS CO COMAXP20$6,3790.00%
105UNITED STATES COPPER INDEX FUNDUNTCW200$6,3280.00%
106MONSTER BEVERAGE CORP NEW COMMNST100$6,2640.00%
107T-MOBILE US INC COMTMUSZ26$6,1940.00%
108US BANCORP DEL COM NEWUSB-PS135$6,1080.00%
109LOCKHEED MARTIN CORP COMLMT13$6,0200.00%
110CAPITAL ONE FINL CORP COM14040H10525$5,3190.00%
111INTEL CORP COMINTC235$5,2640.00%
112SHAKE SHACK INC CL ASHAK35$4,9210.00%
113RTX CORPORATION COMRTX32$4,6720.00%
114NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB142$4,5420.00%
115ALLETE INC COM NEW01852230070$4,4840.00%
116BOEING CO COMBA-PA21$4,4000.00%
117ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$4,1910.00%
118GLOBAL NET LEASE INC COM NEWGNL-PE534$4,0310.00%
119ALLY FINL INC COM02005N100100$3,8950.00%
120DOMINOS PIZZA INC COMDPZ8$3,6040.00%
121TORM PLC SHS CL ATRMD200$3,3320.00%
122CLOUDFLARE INC CL A COMNET17$3,3290.00%
123JPMORGAN CHASE & CO. COMVYLD11$3,2610.00%
124ASML HOLDING N V N Y REGISTRY SHSASMLF4$3,2050.00%
125FINANCIAL SELECT SECTOR SPDR FUND81369Y60560$3,1420.00%
126OKTA INC CL AOKTA30$2,9990.00%
127WP CAREY INC COM92936U10948$2,9940.00%
128SOLVENTUM CORP COM SHSSOLV39$2,9570.00%
129WALMART INC COMWMT30$2,9330.00%
130CRISPR THERAPEUTICS AG NAMEN AKTCRSP59$2,8690.00%
131BLUE OWL CAPITAL CORPORATION COMOWL200$2,8680.00%
132METLIFE INC COMMET-PF35$2,8140.00%
133GILEAD SCIENCES INC COMGILD24$2,6770.00%
134CISCO SYS INC COMCSCO35$2,4620.00%
135ARM HOLDINGS PLC SPONSORED ADS04206820515$2,4260.00%
136COMPASS MINERALS INTL INC COMCOMP120$2,4100.00%
137WARNER BROS DISCOVERY INC COM SER AWBD205$2,3490.00%
138DARE BIOSCIENCE INC COM NEWDARE950$2,2700.00%
139TARGET CORP COMTGT20$1,9730.00%
140PAYPAL HLDGS INC COMPYPL25$1,8580.00%
141SENTINELONE INC CL AS100$1,8280.00%
142KYNDRYL HLDGS INC COMMON STOCKKD42$1,7620.00%
143BLOCK INC CL ABSQKZ25$1,6980.00%
144ROBLOX CORP CL ARBLX16$1,6830.00%
145CORNING INC COMGLW30$1,5770.00%
146ANDERSONS INC COMANDE42$1,5430.00%
147MODERNA INC COMMRNA55$1,5170.00%
148PRUDENTIAL FINL INC COMPUKPF12$1,2890.00%
149C3 AI INC CL AAI50$1,2280.00%
150CARLYLE GROUP INC COMCGABL23$1,2010.00%
151INNOVATIVE INDL PPTYS INC COMINHD20$1,1040.00%
152SALESFORCE INC COMCRM4$1,0900.00%
153BRIGHTHOUSE FINL INC COM10922N10318$9670.00%
154ARES CAPITAL CORP COMARCC30$6580.00%
155MGM RESORTS INTERNATIONAL COMMGM18$6190.00%
156ORGANON & CO COMMON STOCKOGN58$5610.00%
157GENERAL MLS INC COM37033410410$5180.00%
158VIATRIS INC COMVTRS51$4550.00%
159SELECTQUOTE INC COMSLQT185$4400.00%
160NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$3850.00%
161ADVISORSHARES PURE US CANNABIS ETF00768Y453155$3730.00%
162CLEAN ENERGY FUELS CORP COMCLNE160$3120.00%
163KRISPY KREME INC COMDNUT56$1620.00%
164MACYS INC COM55616P10410$1160.00%
165LUMEN TECHNOLOGIES INC COMLUMN26$1130.00%
166PURPLE INNOVATION INC COMPRPL140$1020.00%
167NET LEASE OFFICE PROPERTIES COMNLOP3$970.00%
168VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE22$600.00%
169SCHWAB U.S. BROAD MARKET ETF8085241021$410.00%
170ORION PROPERTIES INC COMONL15$310.00%