account_balance

Investment manager · 13F filer · SEC CIK 2087139

IFS Group,LLC

Reported value$72.8Mas of Jun 30, 2026
Positions87 4 new, 60 sold out
Top 10 weight38.6%FVD alone is 5%
FiledJul 2323 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FVD First Tr Exchange-Traded Fd 5.4% Held
RDVY First Tr Exchange Traded Fd 5.3% Added +13%
FTC First Tr Exchange-Traded Alp 4.4% Added +15%
FTCS First Tr Exchange-Traded Fd 4.2% Trimmed −6%
PULS Pgim ETF Tr 4.2% Added +3%
TPL Texas Pacific Land Corp 3.8% HeldGOOG Alphabet Inc. 3.1% Trimmed −4%
AGG iShares Tr 2.8% Trimmed −27%
NVDA NVIDIA Corp 2.8% Trimmed −14%
FDL First Tr Exchange-Traded Fd 2.7% Held
AAPL Apple Inc. 2.3% Trimmed −14%
QQEW First Tr Exchange-Traded Fd 2.1% Added +11%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 23, 2026, compared with the May 18, 2026 filing
add_circleNew
  • FYX $223K
  • LRCX $217K
  • IWF $215K
  • NET $211K
arrow_upwardAdded
arrow_downwardTrimmed
  • QDPL −95%
  • MBB −65%
  • COWZ −64%
  • TDIV −61%
remove_circleSold out
  • AGGH $2.84M
  • IEFA $2.68M
  • VONV $2.26M
  • GOVT $2.21M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist