IFS Group,LLC

YORK, PA · CIK 2087139 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyYork, PA

$72.8m reported value -35.1% vs Q1 2026

87positions

38.6%in top 10

4 new 38 added 36 reduced 60 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	81,839	$3.9m5.41%	5.41%	Added +368	+368 0.5%
2	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	47,196	$3.8m5.25%	5.25%	Added +5.3k	+5,259 12.5%
3	FIRST TRUST LRGCP GWT ALPHAD COM SHS FTC	FTC	16,550	$3.2m4.40%	4.40%	Added +2.1k	+2,145 14.9%
4	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	32,724	$3.1m4.22%	4.22%	Reduced -2.1k	-2,107 -6.0%
5	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	61,140	$3.0m4.16%	4.16%	Added +1.9k	+1,933 3.3%
6	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	6,390	$2.8m3.84%	3.84%	Unchanged
7	ALPHABET INC CAP STK CL C GOOG	GOOG	6,310	$2.2m3.06%	3.06%	Reduced -271	-271 -4.1%
8	ISHARES TR CORE US AGGBD ET AGG	AGG	20,436	$2.0m2.78%	2.78%	Reduced -7.6k	-7,623 -27.2%
9	NVIDIA CORPORATION COM NVDA	NVDA	10,100	$2.0m2.77%	2.77%	Reduced -1.7k	-1,677 -14.2%
10	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	39,848	$1.9m2.66%	2.66%	Added +481	+481 1.2%
11	APPLE INC COM AAPL	AAPL	5,815	$1.7m2.31%	2.31%	Reduced -954	-954 -14.1%
12	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	9,484	$1.5m2.08%	2.08%	Added +943	+943 11.0%
13	GOLDMAN SACHS GROUP INC COM GS	GS	1,451	$1.5m2.01%	2.01%	Reduced -14	-14 -1.0%
14	MICROSOFT CORP COM MSFT	MSFT	3,793	$1.4m1.94%	1.94%	Reduced -696	-696 -15.5%
15	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	6,503	$1.4m1.90%	1.90%	Added +521	+521 8.7%
16	CORNING INC COM GLW	GLW	5,369	$1.4m1.88%	1.88%	Reduced -301	-301 -5.3%
17	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,200	$1.3m1.75%	1.75%	Reduced -106	-106 -4.6%
18	FEDERATED HERMES ETF TRUST US STRATEGIC DIV FDV	FDV	37,801	$1.2m1.63%	1.63%	Added +8.6k	+8,563 29.3%
19	CHENIERE ENERGY INC COM NEW LNG	LNG	4,550	$1.1m1.49%	1.49%	Unchanged
20	CVS HEALTH CORP COM CVS	CVS	9,613	$994.4k1.37%	1.37%	Added +631	+631 7.0%
21	AMAZON COM INC COM AMZN	AMZN	4,033	$961.2k1.32%	1.32%	Added +438	+438 12.2%
22	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	21,825	$951.8k1.31%	1.31%	Added +4.0k	+3,990 22.4%
23	EXXON MOBIL CORP COM XOM	XOM	6,914	$945.3k1.30%	1.30%	Reduced -1.1k	-1,084 -13.6%
24	IRIDIUM COMMUNICATIONS INC COM IRDM	IRDM	16,938	$929.1k1.28%	1.28%	Reduced -5.2k	-5,190 -23.4%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	12,028	$927.5k1.27%	1.27%	Added +1.8k	+1,756 17.1%
26	ISHARES TR 1 3 YR TREAS BD SHY	SHY	10,500	$862.2k1.18%	1.18%	Unchanged
27	JOHN HANCOCK EXCHANGE TRADED PREFERRED INCOME JHPI	JHPI	37,450	$850.1k1.17%	1.17%	Added +1.0k	+1,000 2.7%
28	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,355	$807.4k1.11%	1.11%	Added +247	+247 11.7%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,200	$786.2k1.08%	1.08%	Reduced -966	-966 -30.5%
30	JPMORGAN CHASE & CO COM JPM	JPM	2,287	$748.6k1.03%	1.03%	Reduced -297	-297 -11.5%
31	OKTA INC CL A OKTA	OKTA	5,250	$716.4k0.98%	0.98%	Added +485	+485 10.2%
32	GE VERNOVA INC COM GEV	GEV	595	$699.0k0.96%	0.96%	Reduced -88	-88 -12.9%
33	ISHARES TR MBS ETF MBB	MBB	7,255	$685.7k0.94%	0.94%	Reduced -13.5k	-13,467 -65.0%
34	NEWMONT CORP COM NEM	NEM	7,211	$673.5k0.92%	0.92%	Added +321	+321 4.7%
35	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	8,597	$652.3k0.90%	0.90%	Reduced -108	-108 -1.2%
36	FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN LGOV	LGOV	30,372	$650.0k0.89%	0.89%	Added +6.4k	+6,397 26.7%
37	GE AEROSPACE COM NEW GE	GE	1,676	$626.4k0.86%	0.86%	Reduced -244	-244 -12.7%
38	FIRST TR LRG CP VL ALPHADEX COM SHS FTA	FTA	6,212	$601.3k0.83%	0.83%	Reduced -21	-21 -0.3%
39	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	13,497	$582.3k0.80%	0.80%	Added +1.6k	+1,626 13.7%
40	PACER FDS TR US CASH COWS 100 COWZ	COWZ	8,775	$545.8k0.75%	0.75%	Reduced -15.3k	-15,300 -63.5%
41	ELI LILLY & CO COM LLY	LLY	455	$545.7k0.75%	0.75%	Reduced -62	-62 -12.0%
42	BOEING CO COM BA	BA	2,435	$527.1k0.72%	0.72%	Reduced -1.3k	-1,325 -35.2%
43	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	28,736	$513.8k0.71%	0.71%	Added +4.7k	+4,700 19.6%
44	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	38,014	$502.7k0.69%	0.69%	Reduced -1.0k	-1,038 -2.7%
45	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	6,691	$483.6k0.66%	0.66%	Added +1.1k	+1,140 20.5%
46	UIPATH INC CL A PATH	PATH	44,144	$479.8k0.66%	0.66%	Added +3.8k	+3,825 9.5%
47	WEYERHAEUSER CO MTN BE COM NEW WY	WY	19,855	$475.3k0.65%	0.65%	Added +1.2k	+1,180 6.3%
48	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	3,393	$474.6k0.65%	0.65%	Unchanged
49	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	1,396	$467.2k0.64%	0.64%	Added +24	+24 1.8%
50	CAMECO CORP COM CCJ	CCJ	4,580	$466.5k0.64%	0.64%	Unchanged
51	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	4,635	$444.9k0.61%	0.61%	Added +1.1k	+1,110 31.5%
52	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	8,575	$433.0k0.59%	0.59%	Added +81	+81 0.9%
53	BROADCOM INC COM AVGO	AVGO	1,117	$421.9k0.58%	0.58%	Reduced -454	-454 -28.9%
54	PPL CORP COM PPL	PPL	11,392	$414.1k0.57%	0.57%	Reduced -3.5k	-3,506 -23.5%
55	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,505	$408.9k0.56%	0.56%	Reduced -864	-864 -19.8%
56	OCCIDENTAL PETE CORP COM OXY	OXY	8,104	$393.6k0.54%	0.54%	Reduced -119	-119 -1.4%
57	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	530	$389.9k0.54%	0.54%	Added +100	+100 23.3%
58	PINTEREST INC CL A PINS	PINS	18,488	$388.8k0.53%	0.53%	Added +2.5k	+2,544 16.0%
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	515	$384.3k0.53%	0.53%	Added +150	+150 41.1%
60	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	790	$362.7k0.50%	0.50%	Reduced -100	-100 -11.2%
61	META PLATFORMS INC CL A META	META	633	$356.6k0.49%	0.49%	Added +144	+144 29.4%
62	DEERE & CO COM DE	DE	560	$355.2k0.49%	0.49%	Unchanged
63	ISHARES SILVER TR ISHARES SLV	SLV	6,441	$344.4k0.47%	0.47%	Added +666	+666 11.5%
64	PAYPAL HLDGS INC COM PYPL	PYPL	7,620	$329.0k0.45%	0.45%	Added +191	+191 2.6%
65	AFLAC INC COM AFL	AFL	2,731	$320.2k0.44%	0.44%	Added +141	+141 5.4%
66	VISA INC COM CL A V	V	915	$313.8k0.43%	0.43%	Added +4	+4 0.4%
67	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	2,627	$312.5k0.43%	0.43%	Reduced -1.4k	-1,405 -34.9%
68	PROCTER AND GAMBLE CO COM PG	PG	2,106	$308.9k0.42%	0.42%	Reduced -110	-110 -5.0%
69	FREEPORT-MCMORAN INC CL B FCX	FCX	4,675	$294.0k0.40%	0.40%	Reduced -48	-48 -1.0%
70	UNITEDHEALTH GROUP INC COM UNH	UNH	682	$283.5k0.39%	0.39%	Reduced -135	-135 -16.5%
71	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	6,168	$278.0k0.38%	0.38%	Reduced -127.3k	-127,350 -95.4%
72	SOFI TECHNOLOGIES INC COM SOFI	SOFI	15,325	$274.8k0.38%	0.38%	Added +355	+355 2.4%
73	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,882	$259.3k0.36%	0.36%	Reduced -199	-199 -3.9%
74	ISHARES TR BB RAT CORP BD HYBB	HYBB	5,451	$255.0k0.35%	0.35%	Added +1.0k	+1,001 22.5%
75	FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID FGD	FGD	7,953	$254.4k0.35%	0.35%	Added +2	+2 0.0%
76	CONSTELLATION ENERGY CORP COM CEG	CEG	1,010	$250.9k0.34%	0.34%	Added +51	+51 5.3%
77	HOME DEPOT INC COM HD	HD	688	$242.7k0.33%	0.33%	Reduced -228	-228 -24.9%
78	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	2,108	$242.2k0.33%	0.33%	Reduced -3.2k	-3,248 -60.6%
79	FIRST TR SML CP CORE ALPHA F COM SHS FYX	FYX	1,546	$223.1k0.31%	0.31%	New
80	LAM RESEARCH CORP COM NEW LRCX	LRCX	500	$216.7k0.30%	0.30%	New
81	EXELON CORP COM EXC	EXC	4,630	$215.9k0.30%	0.30%	Unchanged
82	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	2,450	$215.4k0.30%	0.30%	Reduced -550	-550 -18.3%
83	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,728	$214.6k0.29%	0.29%	New
84	IDACORP INC COM IDA	IDA	1,400	$211.8k0.29%	0.29%	Unchanged
85	CLOUDFLARE INC CL A COM NET	NET	860	$210.9k0.29%	0.29%	New
86	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	3,454	$206.3k0.28%	0.28%	Added +3	+3 0.1%
87	NUSCALE PWR CORP CL A COM SMR	SMR	19,700	$197.6k0.27%	0.27%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SIMPLIFY EXCHANGE TRADED FUN AGGH	AGGH	139,748	$2.8m139.7k shares
ISHARES TR IEFA	IEFA	29,649	$2.7m29.6k shares
VANGUARD SCOTTSDALE FDS VONV	VONV	24,071	$2.3m24.1k shares
ISHARES TR GOVT	GOVT	96,278	$2.2m96.3k shares
ISHARES TR IUSG	IUSG	12,637	$2.0m12.6k shares
ISHARES INC IEMG	IEMG	22,401	$1.6m22.4k shares
ISHARES TR IUSV	IUSV	14,011	$1.4m14.0k shares
ISHARES TR QUAL	QUAL	7,435	$1.4m7.4k shares
PACER FDS TR GCOW	GCOW	26,693	$1.2m26.7k shares
VANGUARD SCOTTSDALE FDS VONG	VONG	9,656	$1.1m9.7k shares
SPDR SER TR SPIB	SPIB	28,093	$942.2k28.1k shares
VANGUARD MALVERN FDS VTIP	VTIP	16,207	$809.5k16.2k shares
ISHARES TR IJR	IJR	6,502	$808.3k6.5k shares
PACER FDS TR PTLC	PTLC	12,844	$673.8k12.8k shares
ISHARES TR IGF	IGF	9,885	$662.3k9.9k shares
HORIZON FDS BENJ	BENJ	12,381	$648.0k12.4k shares
VANGUARD INDEX FDS VTI	VTI	1,967	$631.0k2.0k shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	7,544	$624.3k7.5k shares
PACER FDS TR PTNQ	PTNQ	7,996	$583.4k8.0k shares
ISHARES TR MUB	MUB	5,345	$567.4k5.3k shares
LITMAN GREGORY FDS TR DBMF	DBMF	18,245	$550.1k18.2k shares
CHEVRON CORP NEW CVX	CVX	2,447	$506.2k2.4k shares
INVESCO ACTVELY MNGD ETC FD PDBC	PDBC	28,021	$485.3k28.0k shares
TOTALENERGIES SE TTE	TTE	5,209	$473.9k5.2k shares
SPDR SERIES TRUST SLYG	SLYG	4,429	$427.9k4.4k shares