Institutional Manager · CIK 0002053348
IFC Advisors LLC
Los Angeles, CA · File #028-25314
Latest AUM
$684.7M
Positions
175
Top-10 Concentration
63.9%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 571,755 | $109.2M | 18.52% |
| 2 | VANGUARD WORLD FD | 921910816 | 182,448 | $75.3M | 12.78% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 74255Y888 | 2,682,109 | $51.1M | 8.68% |
| 4 | VANGUARD INDEX FDS | 922908629 | 131,672 | $38.2M | 6.48% |
| 5 | GENIUS SPORTS LIMITED | GENI | 2,907,799 | $32.0M | 5.44% |
| 6 | APPLE INC | AAPL | 64,437 | $17.5M | 2.97% |
| 7 | ISHARES TR | 464288257 | 104,647 | $14.8M | 2.51% |
| 8 | NVIDIA CORPORATION | NVDA | 71,997 | $13.4M | 2.28% |
| 9 | VANGUARD INDEX FDS | 922908751 | 49,283 | $12.7M | 2.16% |
| 10 | MICROSOFT CORP | MSFT | 25,888 | $12.5M | 2.12% |
| 11 | ALPHABET INC | GOOG | 38,777 | $12.1M | 2.06% |
| 12 | ANGEL OAK FUNDS TRUST | 03463K752 | 225,155 | $11.5M | 1.95% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22,293 | $11.2M | 1.90% |
| 14 | VANGUARD INDEX FDS | 922908769 | 32,877 | $11.0M | 1.87% |
| 15 | ISHARES TR | 464287200 | 15,949 | $10.9M | 1.85% |
| 16 | AMAZON COM INC | AMZN | 43,294 | $10.0M | 1.70% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 28,487 | $9.2M | 1.56% |
| 18 | ISHARES TR | 464287499 | 72,291 | $7.0M | 1.18% |
| 19 | PIMCO EQUITY SER | 72202L371 | 176,152 | $6.8M | 1.15% |
| 20 | RTX CORPORATION | RTX | 35,024 | $6.4M | 1.09% |