IF Advisors, LLC reported 10 positions worth $10.86M for the quarter ended Jun 30, 2026, up 8.5% on the prior quarter. It opened 2 new positions, added to 2, trimmed 1 and exited 0. Its largest holding is Berkshire Hathaway Inc at 54.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -411 | -3.6% | $56.19K | 13.89% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 11.8K | $5.89M | 54.27% | +201 | +1.7% | Added | 0% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 11.0K | $1.51M | 13.89% | -411 | -3.6% | Reduced | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 2,799 | $1.18M | 10.84% | 0 | 0.0% | Unchanged | 0% |
| 4 | NVDA Nvidia Corp | Technology | 2,484 | $496.92K | 4.58% | +2 | +0.1% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 1,275 | $450.50K | 4.15% | 0 | 0.0% | Unchanged | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 328 | $393.41K | 3.62% | +328 | – | New | 0% |
| 7 | HTH Hilltop Holdings Inc. | Financial Services | 6,800 | $263.70K | 2.43% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | OKLO Oklo Inc. | Utilities | 4,443 | $232.50K | 2.14% | 0 | 0.0% | Unchanged | 0% |
| 9 | CMC COMMERCIAL METALS Co | Basic Materials | 3,536 | $221.88K | 2.04% | 0 | 0.0% | Unchanged | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 924 | $220.23K | 2.03% | +924 | – | New | 0% |
Tip. Select a row to see that position’s full history at IF Advisors.
As of its Q2 2026 13F filing, IF Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 54.3%, ExxonMobil Holdings Corp (XOM) at 13.9%, Tesla, Inc. (TSLA) at 10.8%, Nvidia Corp (NVDA) at 4.6%, Alphabet Inc. (GOOG) at 4.2% of the reported portfolio.
IF Advisors, LLC reported a 13F portfolio worth $10.86M across 10 positions for Q2 2026. That is up 8.5% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($393.41K), Amazon Com Inc ($220.23K), Berkshire Hathaway Inc ($100.58K). It opened 2 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($56.19K). It exited 0 positions entirely.
From the Form 13F-HR reports IF Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.