IFS Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing reports the firm holds positions in 463 different companies.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Major individual stock positions include Berkshire Hathaway Inc. Class B, Alphabet Inc. Class A, Eli Lilly & Co., Amazon.com Inc., and NVIDIA Corp. The firm also holds significant exposure to exchange-traded products, including the Vanguard S&P 500 ETF, the iShares Core S&P Small Cap ETF, and the iShares Russell 1000 Growth ETF.
Specific individual stock holdings listed in the filing include:
- Berkshire Hathaway Inc. Class B New (134,949 shares)
- Alphabet Inc. Class A (1,476,776 shares)
- Eli Lilly & Co. (831,436 shares)
- Amazon.com Inc. (237,700 shares)
- NVIDIA Corp. (209,337 shares)
- Microsoft Corp. (1,060,927 shares)
- Palantir Technologies Inc. Class A (134,114 shares)
- United Parcel Service Inc. Class B (24,855 shares)
- Costco Wholesale Corporation (250,453 shares)
- Procter & Gamble Co. (364,388 shares)
The filing was signed by Larry Broxterman, the Chief Compliance Officer for IFS Advisors, LLC, and was submitted on October 14, 2026.