Institutional Fund
If Advisors, LLC
San Antonio, TXCIK 21094722 filings on record
Portfolio Value
$141.46M
Q1 2026
Holdings
53
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+14.9%
from $123.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.4%
- Vanguard Tax-Managed Fds10.1%
- Vanguard Index Fds7.1%
- J P Morgan Exchange Traded F5.7%
- Vanguard Intl Equity Index F5.0%
- Berkshire Hathaway Inc Del3.9%
- Other57.8%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 49.1K | $14.67M | 10.4% | −4.2K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 222.6K | $14.27M | 10.1% | +26.8K | Added |
| 3 | Vanguard Index Fds | 35.2K | $10.11M | 7.1% | +3.2K | Added |
| 4 | J P Morgan Exchange Traded F | 158.0K | $8.05M | 5.7% | −12.8K | Reduced |
| 5 | Vanguard Intl Equity Index F | 130.3K | $7.04M | 5.0% | +6.8K | Added |
| 6 | Berkshire Hathaway Inc Del | 11.6K | $5.55M | 3.9% | −892 | Reduced |
| 7 | Vanguard Index Fds | 26.9K | $5.27M | 3.7% | +15 | Added |
| 8 | Vanguard Bd Index Fds | 71.5K | $5.26M | 3.7% | +1.9K | Added |
| 9 | Ishares Tr | 63.1K | $4.69M | 3.3% | +560 | Added |
| 10 | Vanguard Index Fds | 17.5K | $4.59M | 3.2% | +192 | Added |
43 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio