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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 Q4 2025 · Filed January 9, 2026 · Accession 0001765617-26-000002

Total Value
$192.5M
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720046,844$32.1M16.67%
2ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0936,131$22.7M11.78%
3ISHARES 0-3 MONTH TREASURY BOND ETF46436E718175,138$17.6M9.13%
4ISHARES CORE DIVIDEND GROWTH ETF46434V621237,189$16.5M8.55%
5SCHWAB U.S. LARGE-CAP GROWTH ETF808524300480,513$15.7M8.14%
6INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ750,091$14.7M7.63%
7ISHARES CORE MSCI EAFE ETF46432F842156,638$14.0M7.28%
8ISHARES CORE S&P MID-CAP ETF464287507163,955$10.8M5.62%
9SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889176,753$7.8M4.08%
10ISHARES CORE S&P SMALL CAP ETF46428780464,391$7.7M4.02%
11VANGUARD MID-CAP ETF92290862923,815$6.9M3.59%
12VANGUARD TOTAL BOND MARKET ETF92193783576,466$5.7M2.94%
13ISHARES CORE U.S. AGGREGATE BOND ETF46428722647,702$4.8M2.48%
14SCHWAB U.S. SMALL-CAP ETF808524607144,011$4.1M2.13%
15ISHARES TREASURY FLOATING RATE BOND ETF46434V86053,195$2.7M1.39%
16WISDOMTREE FLOATING RATE TREASURY FUNDWT33,506$1.7M0.88%
17ISHARES RUSSELL 1000 ETF4642876222,141$799,5350.42%
18BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,213$609,7140.32%
19APPLE INC COMAAPL1,769$481,0460.25%
20ISHARES RUSSELL 1000 GROWTH ETF464287614742$351,1880.18%
21WISDOMTREE U.S. LARGECAP FUNDWT4,873$345,3000.18%
22INVESCO QQQ TRUST SERIES IIVZ431$264,7670.14%
23CARDINAL HEALTH INC COMCAH1,280$263,0400.14%
24TESLA INC COMTSLA542$243,7480.13%
25SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$235,9590.12%
26AUTOMATIC DATA PROCESSING INC COMADP891$229,1910.12%
27VISA INC COM CL AV563$197,6250.10%
28NVIDIA CORPORATION COMNVDA978$182,3970.09%
29DEERE & CO COMDE286$133,3040.07%
30INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD2,282$108,3870.06%
31INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ2,072$99,4560.05%
32AMAZON COM INC COMAMZN425$98,0980.05%
33VANGUARD S&P 500 ETF922908363132$82,7810.04%
34ISHARES RUSSELL 1000 VALUE ETF464287598383$80,5600.04%
35VANGUARD INFORMATION TECHNOLOGY ETF92204A70296$72,9950.04%
36META PLATFORMS INC CL AMETA107$70,6290.04%
37CROWDSTRIKE HLDGS INC CL ACRWD149$69,8450.04%
38XCEL ENERGY INC COMXELLL942$69,5760.04%
39PROCTER AND GAMBLE CO COM742718109465$66,7670.03%
40AMERICAN ELEC PWR CO INC COM025537101571$65,8420.03%
41MERCK & CO INC COMMRK597$62,8400.03%
42INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$62,2750.03%
43INTERNATIONAL BUSINESS MACHS COMINTR197$58,3530.03%
44TEXAS PACIFIC LAND CORPORATION COMTPL198$56,8690.03%
45ALPHABET INC CAP STK CL CGOOG165$51,7770.03%
46ISHARES FLOATING RATE BOND ETF46429B6551,000$50,8600.03%
47VERIZON COMMUNICATIONS INC COMVZ1,227$49,9870.03%
48FORD MTR CO COM3453708603,795$49,7900.03%
49ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,6920.03%
50ABBVIE INC COMABBV200$45,6980.02%
51PFIZER INC COMPFE1,820$45,3180.02%
52VANGUARD FTSE DEVELOPED MARKETS ETF921943858725$45,2900.02%
53ADVANCED MICRO DEVICES INC COMAMD180$38,5480.02%
54ISHARES BITCOIN TRUST ETFIBIT775$38,4780.02%
55BROADCOM INC COMAVGO100$34,6100.02%
56SCHWAB US DIVIDEND EQUITY ETF8085247971,220$33,4640.02%
57CHEVRON CORP NEW COMCVX217$33,0720.02%
58CATERPILLAR INC COMCAT53$30,7200.02%
59CAPITOL FED FINL INC COM14057J1014,442$30,2500.02%
60MICROSOFT CORP COMMSFT56$27,5430.01%
61ISHARES RUSSELL 2000 ETF464287655105$25,8460.01%
62EXXON MOBIL CORP COMXOM211$25,3910.01%
633M CO COMMMM158$25,2950.01%
64BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$23,4490.01%
65UNITED STATES NATURAL GAS FUND LPUNTCW1,775$21,7610.01%
66HOME DEPOT INC COMHD63$21,6780.01%
67AT&T INC COMT-PC864$21,4640.01%
68TRAVELERS COMPANIES INC COMTRV69$20,0140.01%
69UNITEDHEALTH GROUP INC COMUNH55$18,3750.01%
70CYBERARK SOFTWARE LTD SHSM2682V10841$18,2880.01%
71CHIPOTLE MEXICAN GRILL INC COMCMG452$16,7240.01%
72CSX CORP COMCSX461$16,7230.01%
73TANGER INC COMSKT500$16,6850.01%
74PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$16,5580.01%
75COSTCO WHSL CORP NEW COM22160K10519$16,3840.01%
76ARK INNOVATION ETF00214Q104213$16,3830.01%
77HEICO CORP NEW COMHEI-A50$16,1790.01%
78TRIMBLE INC COMTRMB200$15,6700.01%
79AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF032108409341$15,1740.01%
80KKR & CO INC COMKKRT119$15,1700.01%
81SONY GROUP CORP SPONSORED ADRSNEJF590$15,1040.01%
82JOHNSON & JOHNSON COMJNJ72$14,9000.01%
83NIKE INC CL BNKE230$14,6530.01%
84ISHARES CORE MSCI EMERGING MARKETS ETF46434G103206$13,8470.01%
85BANK AMERICA CORP COM060505104249$13,7380.01%
86ALTRIA GROUP INC COMMO227$13,0880.01%
87UNITED STATES OIL FUND LPUNTCW186$12,8630.01%
88LG DISPLAY CO LTD SPONS ADR REPLPL3,040$12,7980.01%
89SNOWFLAKE INC COM SHSSNOW58$12,7220.01%
90OREILLY AUTOMOTIVE INC COM67103H107135$12,3130.01%
91SOUTHWEST AIRLS CO COM844741108296$12,2330.01%
92UNITED PARCEL SERVICE INC CL BUPS123$12,2000.01%
93DISNEY WALT CO COM254687106102$11,6040.01%
94ONEOK INC NEW COMOKE155$11,3920.01%
95WELLS FARGO CO NEW COM949746101118$10,9970.01%
96SYMBOTIC INC CLASS A COMSYM182$10,8290.01%
97UBER TECHNOLOGIES INC COMUBER130$10,6220.01%
98HERSHEY CO COMHSY57$10,3720.01%
99COCA COLA CO COMKO148$10,3460.01%
100INTUITIVE SURGICAL INC COM NEWISRG18$10,1940.01%
101PPL CORP COMPPLC288$10,0850.01%
102ARCHER DANIELS MIDLAND CO COMADM175$10,0600.01%
103DELL TECHNOLOGIES INC CL CDELL75$9,4410.00%
104STARBUCKS CORP COMSBUX112$9,4310.00%
105NETFLIX INC COMNFLX100$9,3760.00%
106PARK HOTELS & RESORTS INC COMPK893$9,3400.00%
107REALTY INCOME CORP COMO159$8,9620.00%
108INTEL CORP COMINTC235$8,6710.00%
109CHENIERE ENERGY INC COM NEWLNG44$8,5530.00%
110GLADSTONE LD CORP COM376549101876$8,0150.00%
111MONSTER BEVERAGE CORP NEW COMMNST100$7,6670.00%
112COINBASE GLOBAL INC COM CL ACOIN33$7,4620.00%
113AMERICAN EXPRESS CO COMAXP20$7,3990.00%
114KINETIK HOLDINGS INC COM NEW CL AKNTK200$7,2100.00%
115US BANCORP DEL COM NEWUSB-PS135$7,2030.00%
116UNITED STATES COPPER INDEX FUNDUNTCW200$6,9920.00%
117SPDR GOLD SHARESGLD16$6,3400.00%
118LOCKHEED MARTIN CORP COMLMT13$6,2870.00%
119KURV GOLD ENHANCED INCOME ETF500948872200$6,1040.00%
120CAPITAL ONE FINL CORP COM14040H10525$6,0590.00%
121WARNER BROS DISCOVERY INC COM SER AWBD205$5,9080.00%
122RTX CORPORATION COMRTX32$5,8680.00%
123NEOS NASDAQ 100 HIGH INCOME ETF78433H675100$5,3860.00%
124T-MOBILE US INC COMTMUSZ26$5,2790.00%
125SERVICETITAN INC SHS CL ATTAN47$5,0050.00%
126UNION PAC CORP COMUNP21$4,8570.00%
127GLOBAL NET LEASE INC COM NEWGNL-PE534$4,5920.00%
128BOEING CO COMBA-PA21$4,5590.00%
129ALLY FINL INC COM02005N100100$4,5290.00%
130FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX33737A10829$4,4370.00%
131DOW INC COMDOW187$4,3720.00%
132ASML HOLDING N V N Y REGISTRY SHSASMLF4$4,2790.00%
133EVERGY INC COMEVRG57$4,1310.00%
134NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB142$4,0050.00%
135TORM PLC SHS CL ATRMD200$3,9160.00%
136ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$3,9060.00%
137CANADIAN PACIFIC KANSAS CITY COMCP50$3,6810.00%
138JPMORGAN CHASE & CO. COMVYLD11$3,6590.00%
139CLOUDFLARE INC CL A COMNET17$3,3510.00%
140WALMART INC COMWMT30$3,3420.00%
141DOMINOS PIZZA INC COMDPZ8$3,3340.00%
142STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y60560$3,2860.00%
143CRISPR THERAPEUTICS AG NAMEN AKTCRSP59$3,0930.00%
144SOLVENTUM CORP COM SHSSOLV39$3,0900.00%
145WP CAREY INC COM92936U10948$3,0890.00%
146GILEAD SCIENCES INC COMGILD24$3,0030.00%
147UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2USOI30$2,9960.00%
148SHAKE SHACK INC CL ASHAK35$2,8400.00%
149CISCO SYS INC COMCSCO35$2,7660.00%
150CORNING INC COMGLW30$2,6260.00%
151OKTA INC CL AOKTA30$2,5940.00%
152BLUE OWL CAPITAL CORPORATION COMOWL200$2,4860.00%
153COMPASS MINERALS INTL INC COMCOMP120$2,3560.00%
154ANDERSONS INC COMANDE42$2,2330.00%
155METLIFE INC COMMET-PF25$1,9730.00%
156TARGET CORP COMTGT20$1,9550.00%
157PLAINS GP HLDGS L P LTD PARTNR INT APAGP100$1,9140.00%
158DARE BIOSCIENCE INC COM NEWDARE950$1,8330.00%
159ENNIS INC COMEBF100$1,8010.00%
160ARM HOLDINGS PLC SPONSORED ADS04206820515$1,6390.00%
161BLOCK INC CL ABSQKZ25$1,6270.00%
162MODERNA INC COMMRNA55$1,6210.00%
163SENTINELONE INC CL AS100$1,5000.00%
164PAYPAL HLDGS INC COMPYPL25$1,4590.00%
165CARLYLE GROUP INC COMCGABL23$1,3980.00%
166PRUDENTIAL FINL INC COMPUKPF12$1,3540.00%
167ESCALADE INC COMESCA100$1,3490.00%
168MSC INCOME FUND INC COMMSIF100$1,3140.00%
169ROBLOX CORP CL ARBLX16$1,2960.00%
170SAGA COMMUNICATIONS INC CL A NEWSGA100$1,1440.00%
171KYNDRYL HLDGS INC COMMON STOCKKD42$1,1150.00%
172SALESFORCE INC COMCRM4$1,0590.00%
173MP MATERIALS CORP COM CL AMP20$1,0100.00%
174INNOVATIVE INDL PPTYS INC COMINHD20$9470.00%
175BRIGHTHOUSE FINL INC COM10922N10313$8420.00%
176ADVISORSHARES PURE US CANNABIS ETF00768Y453155$7310.00%
177C3 AI INC CL AAI50$6740.00%
178MGM RESORTS INTERNATIONAL COMMGM18$6560.00%
179VIATRIS INC COMVTRS51$6340.00%
180ARES CAPITAL CORP COMARCC30$6060.00%
181NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$4240.00%
182ORGANON & CO COMMON STOCKOGN58$4150.00%
183KNIGHTSCOPE INC CL A NEWKSCP100$3710.00%
184CLEAN ENERGY FUELS CORP COMCLNE160$3360.00%
185SELECTQUOTE INC COMSLQT185$2600.00%
186KRISPY KREME INC COMDNUT56$2250.00%
187MACYS INC COM55616P10410$2200.00%
188LUMEN TECHNOLOGIES INC COMLUMN26$2020.00%
189PURPLE INNOVATION INC COMPRPL140$960.00%
190NET LEASE OFFICE PROPERTIES COMNLOP3$770.00%
191VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE22$700.00%
192SCHWAB U.S. BROAD MARKET ETF8085241021$450.00%
193ORION PROPERTIES INC COMONL15$330.00%