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Philip White

If Advisors, Llc

Assets Managed
$141.462M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
14.95%(2Q avg: 7.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in If Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of If Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.462M in assets, with a quarterly growth rate of 14.95% and a 2-quarter average growth rate of 7.48%. The portfolio is managed by Philip White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -7.8%
10.38%
$14.671M
49,091 shares@ $298.85 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 13.69%
10.09%
$14.267M
222,644 shares@ $64.09 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 10.09%
7.15%
$10.112M
35,213 shares@ $287.18 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Decreased -7.52%
5.7%
$8.055M
158,000 shares@ $50.98 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 5.52%
4.98%
$7.042M
130,286 shares@ $54.05 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -7.15%
3.93%
$5.546M
11,573 shares@ $479.21 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.06%
3.73%
$5.269M
26,854 shares@ $196.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.81%
3.72%
$5.262M
71,461 shares@ $73.64 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 0.9%
3.32%
$4.694M
63,138 shares@ $74.36 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.11%
3.25%
$4.588M
17,518 shares@ $261.93 avg price

1-10 of 53