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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 Q3 2025 · Filed October 15, 2025 · Accession 0001765617-25-000010

Total Value
$170.9M
Positions
177
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (177)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720061,913$41.4M24.25%
2ISHARES 0-3 MONTH TREASURY BOND ETF46436E718211,757$21.3M12.48%
3ISHARES CORE MSCI EAFE ETF46432F842198,748$17.4M10.15%
4ISHARES CORE DIVIDEND GROWTH ETF46434V621206,124$14.0M8.21%
5SCHWAB U.S. LARGE-CAP GROWTH ETF808524300394,455$12.6M7.37%
6ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0467,228$11.4M6.64%
7ISHARES CORE S&P MID-CAP ETF464287507161,812$10.6M6.18%
8ISHARES CORE S&P SMALL CAP ETF46428780484,415$10.0M5.87%
9VANGUARD TOTAL BOND MARKET ETF92193783591,601$6.8M3.99%
10INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ240,381$4.7M2.75%
11VANGUARD MID-CAP ETF92290862913,438$3.9M2.31%
12ISHARES CORE U.S. AGGREGATE BOND ETF46428722639,151$3.9M2.30%
13ISHARES TREASURY FLOATING RATE BOND ETF46434V86056,798$2.9M1.68%
14WISDOMTREE FLOATING RATE TREASURY FUNDWT30,502$1.5M0.90%
15SCHWAB U.S. SMALL-CAP ETF80852460752,281$1.5M0.85%
16ISHARES RUSSELL 1000 ETF4642876222,141$782,4920.46%
17BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,213$609,8230.36%
18APPLE INC COMAAPL1,894$482,3570.28%
19WISDOMTREE U.S. LARGECAP FUNDWT4,873$335,9440.20%
20ISHARES RUSSELL 1000 GROWTH ETF464287614694$325,0760.19%
21AUTOMATIC DATA PROCESSING INC COMADP891$261,5080.15%
22INVESCO QQQ TRUST SERIES IIVZ431$258,7590.15%
23TESLA INC COMTSLA542$241,0380.14%
24SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$227,6960.13%
25NVIDIA CORPORATION COMNVDA1,086$202,6250.12%
26CARDINAL HEALTH INC COMCAH1,280$200,9080.12%
27VISA INC COM CL AV528$180,2480.11%
28VANGUARD S&P 500 ETF922908363255$156,1560.09%
29DEERE & CO COMDE251$114,7720.07%
30INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ2,072$102,4600.06%
31INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD2,196$102,0800.06%
32AMAZON COM INC COMAMZN425$93,3170.05%
33META PLATFORMS INC CL AMETA107$78,5780.05%
34ISHARES RUSSELL 1000 VALUE ETF464287598383$77,9740.05%
35XCEL ENERGY INC COMXELLL956$77,1010.05%
36CROWDSTRIKE HLDGS INC CL ACRWD149$73,0660.04%
37VANGUARD INFORMATION TECHNOLOGY ETF92204A70296$72,3020.04%
38PROCTER AND GAMBLE CO COM742718109465$71,5850.04%
39AMERICAN ELEC PWR CO INC COM025537101571$64,2370.04%
40NETFLIX INC COMNFLX53$63,5420.04%
41INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$63,1210.04%
42TEXAS PACIFIC LAND CORPORATION COMTPL66$61,6200.04%
43INTERNATIONAL BUSINESS MACHS COMINTR197$55,5850.03%
44VERIZON COMMUNICATIONS INC COMVZ1,226$53,9120.03%
45ISHARES FLOATING RATE BOND ETF46429B6551,000$51,0850.03%
46MERCK & CO INC COMMRK597$50,1060.03%
47ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,7760.03%
48PFIZER INC COMPFE1,820$46,3730.03%
49ABBVIE INC COMABBV200$46,3080.03%
50FORD MTR CO COM3453708603,795$45,3880.03%
51ALPHABET INC CAP STK CL CGOOG165$40,1850.02%
52VANGUARD FTSE DEVELOPED MARKETS ETF921943858611$36,6110.02%
53SCHWAB US DIVIDEND EQUITY ETF8085247971,317$35,9540.02%
54CHEVRON CORP NEW COMCVX217$33,6970.02%
55BROADCOM INC COMAVGO100$32,9910.02%
56MICROSOFT CORP COMMSFT56$29,4780.02%
57ADVANCED MICRO DEVICES INC COMAMD180$29,1220.02%
58CAPITOL FED FINL INC COM14057J1014,442$28,2060.02%
59HOME DEPOT INC COMHD63$25,5260.01%
60ISHARES RUSSELL 2000 ETF464287655105$25,4050.01%
613M CO COMMMM158$24,5180.01%
62AT&T INC COMT-PC863$24,3850.01%
63EXXON MOBIL CORP COMXOM211$23,7900.01%
64UNITED PARCEL SERVICE INC CL BUPS274$22,8870.01%
65BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$22,2000.01%
66CYBERARK SOFTWARE LTD SHSM2682V10841$19,8090.01%
67TRAVELERS COMPANIES INC COMTRV69$19,2660.01%
68ARK INNOVATION ETF00214Q104213$18,3810.01%
69COSTCO WHSL CORP NEW COM22160K10519$17,5860.01%
70SONY GROUP CORP SPONSORED ADRSNEJF590$16,9860.01%
71TANGER INC COMSKT500$16,9200.01%
72ISHARES BITCOIN TRUST ETFIBIT260$16,9000.01%
73TRIMBLE INC COMTRMB200$16,3300.01%
74HEICO CORP NEW COMHEI-A50$16,1410.01%
75LG DISPLAY CO LTD SPONS ADR REPLPL3,040$15,8680.01%
76KKR & CO INC COMKKRT119$15,4640.01%
77PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$15,2310.01%
78AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF032108409341$15,1980.01%
79ALTRIA GROUP INC COMMO227$14,9950.01%
80OREILLY AUTOMOTIVE INC COM67103H107135$14,5540.01%
81UNITED STATES OIL FUND LPUNTCW186$13,7170.01%
82DOW INC COMDOW585$13,4140.01%
83JOHNSON & JOHNSON COMJNJ72$13,3500.01%
84NIKE INC CL BNKE189$13,1780.01%
85SNOWFLAKE INC COM SHSSNOW58$13,0810.01%
86BANK AMERICA CORP COM060505104249$12,8760.01%
87UBER TECHNOLOGIES INC COMUBER130$12,7360.01%
88DISNEY WALT CO COM254687106102$11,6790.01%
89UNITEDHEALTH GROUP INC COMUNH33$11,6240.01%
90ONEOK INC NEW COMOKE155$11,3100.01%
91CSX CORP COMCSX315$11,1850.01%
92COINBASE GLOBAL INC COM CL ACOIN33$11,1370.01%
93PPL CORP COMPPLC288$10,7020.01%
94HERSHEY CO COMHSY57$10,6610.01%
95DELL TECHNOLOGIES INC CL CDELL75$10,6320.01%
96ARCHER DANIELS MIDLAND CO COMADM175$10,4540.01%
97CHENIERE ENERGY INC COM NEWLNG44$10,3390.01%
98PARK HOTELS & RESORTS INC COMPK893$9,8940.01%
99WELLS FARGO CO NEW COM949746101118$9,8900.01%
100COCA COLA CO COMKO148$9,8150.01%
101SYMBOTIC INC CLASS A COMSYM182$9,8090.01%
102REALTY INCOME CORP COMO159$9,6650.01%
103STARBUCKS CORP COMSBUX112$9,4750.01%
104SOUTHWEST AIRLS CO COM844741108296$9,4450.01%
105KINETIK HOLDINGS INC COM NEW CL AKNTK200$8,5480.01%
106INTUITIVE SURGICAL INC COM NEWISRG18$8,0500.00%
107GLADSTONE LD CORP COM376549101876$8,0240.00%
108INTEL CORP COMINTC235$7,8840.00%
109KRAFT HEINZ CO COMKHC285$7,4210.00%
110MONSTER BEVERAGE CORP NEW COMMNST100$6,7310.00%
111AMERICAN EXPRESS CO COMAXP20$6,6430.00%
112CHIPOTLE MEXICAN GRILL INC COMCMG167$6,5440.00%
113US BANCORP DEL COM NEWUSB-PS135$6,5240.00%
114LOCKHEED MARTIN CORP COMLMT13$6,4890.00%
115T-MOBILE US INC COMTMUSZ26$6,2230.00%
116UNITED STATES COPPER INDEX FUNDUNTCW200$6,0000.00%
117SPDR GOLD SHARESGLD16$5,6870.00%
118KURV GOLD ENHANCED INCOME ETF500948872200$5,6300.00%
119RTX CORPORATION COMRTX32$5,3540.00%
120CAPITAL ONE FINL CORP COM14040H10525$5,3140.00%
121ALLETE INC COM NEW01852230070$4,6480.00%
122BOEING CO COMBA-PA21$4,5320.00%
123GLOBAL NET LEASE INC COM NEWGNL-PE534$4,3410.00%
124NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB142$4,2910.00%
125TORM PLC SHS CL ATRMD200$4,1240.00%
126WARNER BROS DISCOVERY INC COM SER AWBD205$4,0030.00%
127ALLY FINL INC COM02005N100100$3,9200.00%
128ASML HOLDING N V N Y REGISTRY SHSASMLF4$3,8720.00%
129CRISPR THERAPEUTICS AG NAMEN AKTCRSP59$3,8230.00%
130CLOUDFLARE INC CL A COMNET17$3,6480.00%
131ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$3,6360.00%
132JPMORGAN CHASE & CO. COMVYLD11$3,5650.00%
133DOMINOS PIZZA INC COMDPZ8$3,4530.00%
134SHAKE SHACK INC CL ASHAK35$3,2760.00%
135WP CAREY INC COM92936U10948$3,2430.00%
136FINANCIAL SELECT SECTOR SPDR FUND81369Y60560$3,2320.00%
137WALMART INC COMWMT30$3,0910.00%
138SOLVENTUM CORP COM SHSSOLV39$2,8470.00%
139OKTA INC CL AOKTA30$2,7510.00%
140GILEAD SCIENCES INC COMGILD24$2,6990.00%
141BLUE OWL CAPITAL CORPORATION COMOWL200$2,5540.00%
142CORNING INC COMGLW30$2,4600.00%
143CISCO SYS INC COMCSCO35$2,4420.00%
144COMPASS MINERALS INTL INC COMCOMP120$2,3040.00%
145ROBLOX CORP CL ARBLX16$2,2160.00%
146ARM HOLDINGS PLC SPONSORED ADS04206820515$2,1220.00%
147METLIFE INC COMMET-PF25$2,0590.00%
148DARE BIOSCIENCE INC COM NEWDARE950$1,9950.00%
149BLOCK INC CL ABSQKZ25$1,8060.00%
150TARGET CORP COMTGT20$1,7940.00%
151SENTINELONE INC CL AS100$1,7610.00%
152PAYPAL HLDGS INC COMPYPL25$1,6760.00%
153ANDERSONS INC COMANDE42$1,6720.00%
154CARLYLE GROUP INC COMCGABL23$1,4730.00%
155MODERNA INC COMMRNA55$1,4200.00%
156KYNDRYL HLDGS INC COMMON STOCKKD42$1,2610.00%
157PRUDENTIAL FINL INC COMPUKPF12$1,2440.00%
158INNOVATIVE INDL PPTYS INC COMINHD20$1,0710.00%
159BRIGHTHOUSE FINL INC COM10922N10318$9550.00%
160SALESFORCE INC COMCRM4$9480.00%
161C3 AI INC CL AAI50$8670.00%
162ADVISORSHARES PURE US CANNABIS ETF00768Y453155$7420.00%
163MGM RESORTS INTERNATIONAL COMMGM18$6230.00%
164ORGANON & CO COMMON STOCKOGN58$6190.00%
165ARES CAPITAL CORP COMARCC30$6120.00%
166VIATRIS INC COMVTRS51$5040.00%
167NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$4670.00%
168CLEAN ENERGY FUELS CORP COMCLNE160$4120.00%
169SELECTQUOTE INC COMSLQT185$3620.00%
170KRISPY KREME INC COMDNUT56$2160.00%
171MACYS INC COM55616P10410$1790.00%
172LUMEN TECHNOLOGIES INC COMLUMN26$1590.00%
173PURPLE INNOVATION INC COMPRPL140$1300.00%
174NET LEASE OFFICE PROPERTIES COMNLOP3$880.00%
175VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE22$840.00%
176SCHWAB U.S. BROAD MARKET ETF8085241021$440.00%
177ORION PROPERTIES INC COMONL15$400.00%