Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FundsVanguard Large-Cap ETF | Vanguard Large-Cap ETF | $18.3M | 12.0% |
| Vanguard Index FundsVanguard FTSE Developed Markets ETF | Vanguard FTSE Developed Markets ETF | $16.3M | 10.7% |
| Vanguard Index FundsVanguard Mid-Cap ETF | Vanguard Mid-Cap ETF | $11.6M | 7.6% |
| Vanguard Index FundsVanguard FTSE Emerging Markets ETF | Vanguard FTSE Emerging Markets ETF | $8.25M | 5.4% |
| Berkshire Hathaway Inc. DelClass B Common Stock | Class B Common Stock | $5.89M | 3.9% |
| Vanguard Index FundsVanguard Value ETF | Vanguard Value ETF | $5.85M | 3.8% |
| Vanguard Bond Index FundsVanguard Total Bond Market ETF | Vanguard Total Bond Market ETF | $5.52M | 3.6% |
| iShares TrustiShares MSCI EAFE Value ETF | iShares MSCI EAFE Value ETF | $5.4M | 3.5% |
| Vanguard Index FundsVanguard Small-Cap ETF | Vanguard Small-Cap ETF | $5.36M | 3.5% |
| Vanguard Index FundsVanguard Total Stock Market ETF | Vanguard Total Stock Market ETF | $4.87M | 3.2% |
| American Century ETF TrustAvantis U.S. Small Cap Value ETF | Avantis U.S. Small Cap Value ETF | $4.53M | 3.0% |
| iShares TrustiShares 3-7 Year Treasury Bond ETF | iShares 3-7 Year Treasury Bond ETF | $4.21M | 2.8% |
| Vanguard Specialized FundsVanguard Real Estate ETF | Vanguard Real Estate ETF | $4.05M | 2.7% |
| Schwab Strategic TrustSchwab U.S. Large-Cap ETF | Schwab U.S. Large-Cap ETF | $3.99M | 2.6% |
| JPMORGAN Trust IJPMorgan Ultra-Short Municipal Income ETF | JPMorgan Ultra-Short Municipal Income ETF | $3.52M | 2.3% |
| Schwab Strategic TrustSchwab International Equity ETF | Schwab International Equity ETF | $3.47M | 2.3% |
| Schwab Strategic TrustSchwab U.S. Small-Cap ETF | Schwab U.S. Small-Cap ETF | $3M | 2.0% |
| iShares TrustiShares 1-3 Year Treasury Bond ETF | iShares 1-3 Year Treasury Bond ETF | $2.97M | 2.0% |
| American Century ETF TrustAvantis U.S. Large Cap Value ETF | Avantis U.S. Large Cap Value ETF | $2.74M | 1.8% |
| Janus Detroit Street TrustJanus Henderson AAA CLO ETF | Janus Henderson AAA CLO ETF | $2.42M | 1.6% |
| Vanguard Index FundsVanguard Small-Cap Value ETF | Vanguard Small-Cap Value ETF | $2.3M | 1.5% |
| iShares TrustiShares Short-Term National Muni Bond ETF | iShares Short-Term National Muni Bond ETF | $2.02M | 1.3% |
| Vanguard Municipal Bond FundsVanguard Short-Term Tax-Exempt Bond ETF | Vanguard Short-Term Tax-Exempt Bond ETF | $1.97M | 1.3% |
| Schwab Strategic TrustSchwab U.S. Mid-Cap ETF | Schwab U.S. Mid-Cap ETF | $1.85M | 1.2% |
| iShares TrustiShares Russell 2000 ETF | iShares Russell 2000 ETF | $1.83M | 1.2% |
| Dimensional ETF TrustDimensional U.S. Core Equity 2 ETF | Dimensional U.S. Core Equity 2 ETF | $1.53M | 1.0% |
| Exxon Mobil Corp.Common Stock | Common Stock | $1.51M | 1.0% |
| iShares TrustiShares 7-10 Year Treasury Bond ETF | iShares 7-10 Year Treasury Bond ETF | $1.36M | 0.9% |
| American Century ETF TrustAvantis U.S. Equity ETF | Avantis U.S. Equity ETF | $1.28M | 0.8% |
| Tesla Inc.Common Stock | Common Stock | $1.18M | 0.8% |
| Schwab Strategic TrustSchwab U.S. Dividend Equity ETF | Schwab U.S. Dividend Equity ETF | $961K | 0.6% |
| Dimensional ETF TrustDimensional International Core Equity 2 ETF | Dimensional International Core Equity 2 ETF | $958K | 0.6% |
| Schwab Strategic TrustSchwab U.S. REIT ETF | Schwab U.S. REIT ETF | $780K | 0.5% |
| Schwab Strategic TrustSchwab Emerging Markets Equity ETF | Schwab Emerging Markets Equity ETF | $704K | 0.5% |
| iShares TrustiShares Core MSCI Emerging Markets ETF | iShares Core MSCI Emerging Markets ETF | $686K | 0.5% |
| Vanguard Index FundsVanguard S&P 500 ETF | Vanguard S&P 500 ETF | $663K | 0.4% |
| Vanguard Municipal Bond FundsVanguard Tax-Exempt Bond ETF | Vanguard Tax-Exempt Bond ETF | $556K | 0.4% |
| Dimensional ETF TrustDimensional Emerging Markets Core 2 ETF | Dimensional Emerging Markets Core 2 ETF | $550K | 0.4% |
| SPDR Series TrustSPDR Bloomberg 1-3 Month T-Bill ETF | SPDR Bloomberg 1-3 Month T-Bill ETF | $531K | 0.3% |
| Nvidia Corp.Common Stock | Common Stock | $497K | 0.3% |
| Schwab Strategic TrustSchwab International Dividend Equity ETF | Schwab International Dividend Equity ETF | $454K | 0.3% |
| Alphabet Inc.Class C Capital Stock | Class C Capital Stock | $450K | 0.3% |
| Pacer Funds TrustPacer US Small Cap Cash Cows 100 ETF | Pacer US Small Cap Cash Cows 100 ETF | $448K | 0.3% |
| American Century ETF TrustAvantis International Large Cap Value ETF | Avantis International Large Cap Value ETF | $439K | 0.3% |
| SPDR Series TrustSPDR S&P 600 Small Cap Value ETF | SPDR S&P 600 Small Cap Value ETF | $417K | 0.3% |
| Lilly Eli & CoCommon Stock | Common Stock | $393K | 0.3% |
| iShares TrustiShares Core MSCI EAFE ETF | iShares Core MSCI EAFE ETF | $393K | 0.3% |
| Schwab Strategic TrustSchwab U.S. Large-Cap Value ETF | Schwab U.S. Large-Cap Value ETF | $337K | 0.2% |
| Vanguard Index FundsVanguard Total International Stock ETF | Vanguard Total International Stock ETF | $291K | 0.2% |
| Wisdomtree TrustWisdomTree U.S. MidCap Fund | WisdomTree U.S. MidCap Fund | $285K | 0.2% |
Vanguard Index FundsVanguard Large-Cap ETF$18.3M
- Class
- Vanguard Large-Cap ETF
- Share
- 12.0%
Vanguard Index FundsVanguard FTSE Developed Markets ETF$16.3M
- Class
- Vanguard FTSE Developed Markets ETF
- Share
- 10.7%
Vanguard Index FundsVanguard Mid-Cap ETF$11.6M
- Class
- Vanguard Mid-Cap ETF
- Share
- 7.6%
Vanguard Index FundsVanguard FTSE Emerging Markets ETF$8.25M
- Class
- Vanguard FTSE Emerging Markets ETF
- Share
- 5.4%
Berkshire Hathaway Inc. DelClass B Common Stock$5.89M
- Class
- Class B Common Stock
- Share
- 3.9%
Vanguard Index FundsVanguard Value ETF$5.85M
- Class
- Vanguard Value ETF
- Share
- 3.8%
Vanguard Bond Index FundsVanguard Total Bond Market ETF$5.52M
- Class
- Vanguard Total Bond Market ETF
- Share
- 3.6%
iShares TrustiShares MSCI EAFE Value ETF$5.4M
- Class
- iShares MSCI EAFE Value ETF
- Share
- 3.5%
Vanguard Index FundsVanguard Small-Cap ETF$5.36M
- Class
- Vanguard Small-Cap ETF
- Share
- 3.5%
Vanguard Index FundsVanguard Total Stock Market ETF$4.87M
- Class
- Vanguard Total Stock Market ETF
- Share
- 3.2%
American Century ETF TrustAvantis U.S. Small Cap Value ETF$4.53M
- Class
- Avantis U.S. Small Cap Value ETF
- Share
- 3.0%
iShares TrustiShares 3-7 Year Treasury Bond ETF$4.21M
- Class
- iShares 3-7 Year Treasury Bond ETF
- Share
- 2.8%
Vanguard Specialized FundsVanguard Real Estate ETF$4.05M
- Class
- Vanguard Real Estate ETF
- Share
- 2.7%
Schwab Strategic TrustSchwab U.S. Large-Cap ETF$3.99M
- Class
- Schwab U.S. Large-Cap ETF
- Share
- 2.6%
JPMORGAN Trust IJPMorgan Ultra-Short Municipal Income ETF$3.52M
- Class
- JPMorgan Ultra-Short Municipal Income ETF
- Share
- 2.3%
Schwab Strategic TrustSchwab International Equity ETF$3.47M
- Class
- Schwab International Equity ETF
- Share
- 2.3%
Schwab Strategic TrustSchwab U.S. Small-Cap ETF$3M
- Class
- Schwab U.S. Small-Cap ETF
- Share
- 2.0%
iShares TrustiShares 1-3 Year Treasury Bond ETF$2.97M
- Class
- iShares 1-3 Year Treasury Bond ETF
- Share
- 2.0%
American Century ETF TrustAvantis U.S. Large Cap Value ETF$2.74M
- Class
- Avantis U.S. Large Cap Value ETF
- Share
- 1.8%
Janus Detroit Street TrustJanus Henderson AAA CLO ETF$2.42M
- Class
- Janus Henderson AAA CLO ETF
- Share
- 1.6%
Vanguard Index FundsVanguard Small-Cap Value ETF$2.3M
- Class
- Vanguard Small-Cap Value ETF
- Share
- 1.5%
iShares TrustiShares Short-Term National Muni Bond ETF$2.02M
- Class
- iShares Short-Term National Muni Bond ETF
- Share
- 1.3%
Vanguard Municipal Bond FundsVanguard Short-Term Tax-Exempt Bond ETF$1.97M
- Class
- Vanguard Short-Term Tax-Exempt Bond ETF
- Share
- 1.3%
Schwab Strategic TrustSchwab U.S. Mid-Cap ETF$1.85M
- Class
- Schwab U.S. Mid-Cap ETF
- Share
- 1.2%
iShares TrustiShares Russell 2000 ETF$1.83M
- Class
- iShares Russell 2000 ETF
- Share
- 1.2%
Dimensional ETF TrustDimensional U.S. Core Equity 2 ETF$1.53M
- Class
- Dimensional U.S. Core Equity 2 ETF
- Share
- 1.0%
Exxon Mobil Corp.Common Stock$1.51M
- Class
- Common Stock
- Share
- 1.0%
iShares TrustiShares 7-10 Year Treasury Bond ETF$1.36M
- Class
- iShares 7-10 Year Treasury Bond ETF
- Share
- 0.9%
American Century ETF TrustAvantis U.S. Equity ETF$1.28M
- Class
- Avantis U.S. Equity ETF
- Share
- 0.8%
Tesla Inc.Common Stock$1.18M
- Class
- Common Stock
- Share
- 0.8%
Schwab Strategic TrustSchwab U.S. Dividend Equity ETF$961K
- Class
- Schwab U.S. Dividend Equity ETF
- Share
- 0.6%
Dimensional ETF TrustDimensional International Core Equity 2 ETF$958K
- Class
- Dimensional International Core Equity 2 ETF
- Share
- 0.6%
Schwab Strategic TrustSchwab U.S. REIT ETF$780K
- Class
- Schwab U.S. REIT ETF
- Share
- 0.5%
Schwab Strategic TrustSchwab Emerging Markets Equity ETF$704K
- Class
- Schwab Emerging Markets Equity ETF
- Share
- 0.5%
iShares TrustiShares Core MSCI Emerging Markets ETF$686K
- Class
- iShares Core MSCI Emerging Markets ETF
- Share
- 0.5%
Vanguard Index FundsVanguard S&P 500 ETF$663K
- Class
- Vanguard S&P 500 ETF
- Share
- 0.4%
Vanguard Municipal Bond FundsVanguard Tax-Exempt Bond ETF$556K
- Class
- Vanguard Tax-Exempt Bond ETF
- Share
- 0.4%
Dimensional ETF TrustDimensional Emerging Markets Core 2 ETF$550K
- Class
- Dimensional Emerging Markets Core 2 ETF
- Share
- 0.4%
SPDR Series TrustSPDR Bloomberg 1-3 Month T-Bill ETF$531K
- Class
- SPDR Bloomberg 1-3 Month T-Bill ETF
- Share
- 0.3%
Nvidia Corp.Common Stock$497K
- Class
- Common Stock
- Share
- 0.3%
Schwab Strategic TrustSchwab International Dividend Equity ETF$454K
- Class
- Schwab International Dividend Equity ETF
- Share
- 0.3%
Alphabet Inc.Class C Capital Stock$450K
- Class
- Class C Capital Stock
- Share
- 0.3%
Pacer Funds TrustPacer US Small Cap Cash Cows 100 ETF$448K
- Class
- Pacer US Small Cap Cash Cows 100 ETF
- Share
- 0.3%
American Century ETF TrustAvantis International Large Cap Value ETF$439K
- Class
- Avantis International Large Cap Value ETF
- Share
- 0.3%
SPDR Series TrustSPDR S&P 600 Small Cap Value ETF$417K
- Class
- SPDR S&P 600 Small Cap Value ETF
- Share
- 0.3%
Lilly Eli & CoCommon Stock$393K
- Class
- Common Stock
- Share
- 0.3%
iShares TrustiShares Core MSCI EAFE ETF$393K
- Class
- iShares Core MSCI EAFE ETF
- Share
- 0.3%
Schwab Strategic TrustSchwab U.S. Large-Cap Value ETF$337K
- Class
- Schwab U.S. Large-Cap Value ETF
- Share
- 0.2%
Vanguard Index FundsVanguard Total International Stock ETF$291K
- Class
- Vanguard Total International Stock ETF
- Share
- 0.2%
Wisdomtree TrustWisdomTree U.S. MidCap Fund$285K
- Class
- WisdomTree U.S. MidCap Fund
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 60 positions by value, with holdings of the same security combined. The 60 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2109472
- File number
- 028-26162
- Options
- 0 call, 0 put
- In the 25 largest
- 86.9%
- Prior quarter
- $141M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 0
Common questions
What are If Advisors’ 13F holdings worth?
$152 million across 60 positions for the quarter ended 30 June 2026.
What is If Advisors’ largest 13F holding?
Vanguard Index Funds (Vanguard Large-Cap ETF) was the largest position at $18.3 million, or 12.0% of reported 13F value, as of 30 June 2026.
How concentrated is If Advisors’ 13F portfolio?
The ten largest positions accounted for 57.4% of reported value and the twenty-five largest for 86.9%, across 60 positions as of 30 June 2026.
Does Form 13F show everything If Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does If Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.