Institutional Manager · CIK 0002109472
IF Advisors, LLC
SAN ANTONIO, TX · File #028-26162
Latest AUM
$123.1M
Positions
41
Top-10 Concentration
64.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Vanguard | 922908637 | 53,249 | $16.8M | 13.62% |
| 2 | Vanguard | 921943858 | 195,837 | $12.2M | 9.94% |
| 3 | Vanguard | 922908629 | 31,987 | $9.3M | 7.54% |
| 4 | JPMorgan | 46641Q654 | 170,850 | $8.7M | 7.07% |
| 5 | Vanguard | 922042858 | 123,479 | $6.6M | 5.39% |
| 6 | Berkshire Hathaway Inc. | BRK-A | 12,465 | $6.3M | 5.09% |
| 7 | Vanguard | 921937835 | 69,513 | $5.1M | 4.18% |
| 8 | Vanguard | 922908744 | 26,839 | $5.1M | 4.17% |
| 9 | Vanguard | 922908751 | 17,326 | $4.5M | 3.63% |
| 10 | iShares | 464288877 | 62,578 | $4.5M | 3.63% |
| 11 | Vanguard | 921935870 | 40,000 | $4.1M | 3.30% |
| 12 | iShares | 464288158 | 37,378 | $4.0M | 3.24% |
| 13 | Vanguard | 922908553 | 41,985 | $3.7M | 3.02% |
| 14 | iShares | 464288661 | 30,083 | $3.6M | 2.92% |
| 15 | Avantis | 025072877 | 30,806 | $3.1M | 2.55% |
| 16 | iShares | 464287457 | 29,855 | $2.5M | 2.01% |
| 17 | Schwab | 808524607 | 83,153 | $2.4M | 1.92% |
| 18 | Schwab | 808524201 | 79,415 | $2.1M | 1.74% |
| 19 | Tesla Inc | TSLA | 4,462 | $2.0M | 1.63% |
| 20 | Vanguard | 922908611 | 9,309 | $2.0M | 1.60% |