INTERACTIVE FINANCIAL ADVISORS, INC. — 13F holdings
INTERACTIVE FINANCIAL ADVISORS, INC. reported 74 holdings worth $164M in its 13F filing for Q2 2026, filed July 31, 2026. That's up 7.3% from $153M in Q1 2026, when it reported 78 holdings. Its 10 largest positions make up 57.7% of the portfolio.
INTERACTIVE FINANCIAL ADVISORS, INC.'s largest positions in Q2 2026
- IVV ISHARES TR — $21.8M (13.3%) · cut 2%
- VEA VANGUARD TAX-MANAGED FDS — $11.9M (7.2%) · added 1%
- AGG ISHARES TR — $10.2M (6.2%) · unchanged
- RAVI FLEXSHARES TR — $9.99M (6.1%) · added 5%
- QQQ Invesco Qqq Tr — $9.10M (5.5%) · added 7%
- QUAL ISHARES TR — $7.64M (4.7%) · added 2%
- TLT ISHARES TR — $6.84M (4.2%) · unchanged
- VIG VANGUARD SPECIALIZED FUNDS — $5.76M (3.5%) · cut 6%
- SLYG SPDR SERIES TRUST — $5.76M (3.5%) · added 1%
- SLYV SPDR SERIES TRUST — $5.62M (3.4%) · added 1%
- IGM ISHARES TR — $4.89M (3.0%) · added 2%
- SPIB SPDR SERIES TRUST — $4.62M (2.8%) · unchanged
- VV VANGUARD INDEX FDS — $4.26M (2.6%) · added 8%
- GOVT ISHARES TR — $3.96M (2.4%) · unchanged
- BNDX VANGUARD CHARLOTTE FDS — $3.16M (1.9%) · cut 2%
- SPGM SPDR INDEX SHS FDS — $2.92M (1.8%) · unchanged
- ITA ISHARES TR — $2.40M (1.5%) · cut 10%
- ANGL VANECK ETF TRUST — $2.33M (1.4%) · unchanged
- IWN ISHARES TR — $2.14M (1.3%) · cut 8%
- EFV ISHARES TR — $2.05M (1.2%) · cut 8%
What INTERACTIVE FINANCIAL ADVISORS, INC. bought in Q2 2026
1 new position and 27 positions added to.
- QQQ Invesco Qqq Tr — added, about $565K
- RAVI FLEXSHARES TR — added, about $445K
- VV VANGUARD INDEX FDS — added, about $323K
- IJT ISHARES TR — new position, about $237K
- VOO VANGUARD INDEX FDS — added, about $136K
- VEA VANGUARD TAX-MANAGED FDS — added, about $126K
- QUAL ISHARES TR — added, about $120K
- IGM ISHARES TR — added, about $91.2K
- SLYV SPDR SERIES TRUST — added, about $79.4K
- SLYG SPDR SERIES TRUST — added, about $78.2K
What INTERACTIVE FINANCIAL ADVISORS, INC. sold in Q2 2026
5 positions sold out and 26 reduced.
- VTI VANGUARD INDEX FDS — sold out, about $4.07M
- IVV ISHARES TR — cut 2%, about $469K
- VIG VANGUARD SPECIALIZED FUNDS — cut 6%, about $363K
- IWM ISHARES TR — sold out, about $319K
- IVE ISHARES TR — sold out, about $308K
- ITA ISHARES TR — cut 10%, about $273K
- XLV SELECT SECTOR SPDR TR — cut 11%, about $229K
- PFF ISHARES TR — sold out, about $205K
- SHY ISHARES TR — sold out, about $203K
- IWN ISHARES TR — cut 8%, about $174K
INTERACTIVE FINANCIAL ADVISORS, INC. portfolio value by quarter
- Q2 2026: $164M in 74 holdings
- Q1 2026: $153M in 78 holdings
- Q4 2025: $155M in 78 holdings
- Q3 2025: $185M in 81 holdings
- Q2 2025: $205M in 87 holdings
- Q1 2025: $189M in 84 holdings
- Q4 2024: $191M in 86 holdings
What does INTERACTIVE FINANCIAL ADVISORS, INC. own?
Its largest positions in Q2 2026 were IVV, VEA, AGG, RAVI, QQQ, out of 74 holdings worth $164M.
What did INTERACTIVE FINANCIAL ADVISORS, INC. buy last quarter?
In Q2 2026 it opened 1 new position and added to 27; the largest buys were QQQ, RAVI, VV.
What did INTERACTIVE FINANCIAL ADVISORS, INC. sell last quarter?
In Q2 2026 it sold out of 5 positions and reduced 26, including VTI, IWM, IVE.