Q2 2026 13F · SEC CIK 1419099

Interactive Financial Advisors, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $164.1M
Reported positions: 74
Top holdings a year, 3 yrs: +13.3%
Assets under management: $240.4M

Interactive Financial Advisors, Inc. is a wealth manager that reported 74 positions worth $164.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Tr (IVV, 13.3%), Vanguard Ftse Developed Markets Index Fu (VEA, 7.2%), Ishares Tr (AGG, 6.2%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

Interactive Financial Advisors, Inc. holdings largest 50 of 74 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Interactive Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	13.3%	13.0%	29,754	-2.1%	$21.8M
VEAVanguard Ftse Developed Markets Index Fu	7.2%	7.1%	171,709	+1.1%	$11.9M
AGGIshares Tr	6.2%	6.7%	103,176	-0.7%	$10.2M
RAVIFlexshares Tr	6.1%	6.2%	132,435	+4.7%	$10.0M
QQQInvesco Qqq Tr	5.5%	4.5%	12,656	+6.6%	$9.1M
QUALIshares Tr	4.7%	4.4%	35,355	+1.6%	$7.6M
TLTIshares Tr	4.2%	4.5%	79,099	+0.8%	$6.8M
VIGVanguard Specialized Funds	3.5%	3.7%	24,707	-5.9%	$5.8M
SLYGSpdr Series Trust	3.5%	3.1%	49,303	+1.4%	$5.8M
SLYVSpdr Series Trust	3.4%	3.2%	52,529	+1.4%	$5.6M
IGMIshares Tr	3.0%	2.3%	30,172	+1.9%	$4.9M
SPIBSpdr Series Trust	2.8%	3.0%	138,256	-0.1%	$4.6M
VVVanguard Index Fds	2.6%	2.4%	13,407	+8.2%	$4.3M
GOVTIshares Tr	2.4%	2.6%	173,991	+0.0%	$4.0M
BNDXVanguard Charlotte Fds	1.9%	2.1%	65,195	-2.2%	$3.2M
SPGMSpdr Index Shs Fds	1.8%	1.7%	34,328	-0.1%	$2.9M
ITAIshares Tr	1.5%	1.6%	10,234	-10.2%	$2.4M
ANGLVaneck ETF Trust	1.4%	1.5%	79,644	-0.5%	$2.3M
IWNIshares Tr	1.3%	1.3%	9,909	-7.5%	$2.1M
EFVIshares Tr	1.2%	1.4%	27,438	-7.6%	$2.0M
VOVanguard Index Fds	1.2%	1.1%	23,965	+306.9%	$2.0M
XLVSelect Sector Spdr Tr	1.2%	1.3%	12,266	-10.6%	$1.9M
LQDIshares Tr	1.0%	1.1%	15,241	+2.5%	$1.7M
XLKSelect Sector Spdr Tr	1.0%	0.7%	8,339	+4.2%	$1.6M
XLUSelect Sector Spdr Tr	0.9%	1.0%	33,878	-0.8%	$1.5M
VFQYVanguard Wellington Fd	0.8%	0.8%	8,024	-3.4%	$1.4M
IAUIshares Gold Tr	0.8%	1.0%	17,799	-0.8%	$1.3M
IDHQInvesco Exch Traded Fd Tr II	0.7%	0.7%	28,039	-0.5%	$1.2M
IGIBIshares Tr	0.7%	0.8%	23,058	-4.9%	$1.2M
XLPSelect Sector Spdr Tr	0.7%	0.7%	14,036	+6.0%	$1.2M
EWREInvesco Exchange Traded Fd T	0.6%	0.6%	28,440	-2.9%	$1.0M
VOOVanguard Index Fds	0.6%	0.5%	1,539	+16.5%	$959K
VPUVanguard World Fd	0.5%	0.6%	4,420	-3.3%	$865K
SMHVaneck ETF Trust	0.5%	0.3%	1,289	+4.0%	$824K
USBUS Bancorp	0.5%	0.5%	13,462	+0.0%	$813K
VYMVanguard Whitehall Fds	0.5%	0.6%	5,316	-10.8%	$805K
GATXGatx Corp	0.5%	0.5%	4,500	+0.0%	$797K
VCITVanguard Scottsdale Fds	0.5%	0.5%	9,105	+5.4%	$751K
XLESelect Sector Spdr Tr	0.5%	0.6%	13,805	-6.2%	$748K
JQUAJpmorgan U.s. Quality Factor ETF	0.5%	0.4%	10,218	+0.0%	$739K
TIPIshares Tr	0.4%	0.5%	6,536	-5.6%	$715K
ARKKArk ETF Tr	0.4%	0.4%	8,362	+4.0%	$668K
XTIshares Tr	0.4%	0.3%	7,518	+1.3%	$621K
HBTAHorizon Fds	0.4%	0.3%	18,765	-1.0%	$613K
ALLAllstate Corp	0.3%	0.3%	2,376	+0.0%	$565K
SCHHSchwab Strategic Tr	0.3%	0.3%	24,780	+6.8%	$551K
REZIshares Tr	0.3%	0.3%	6,257	+8.1%	$548K
DGRWWisdomtree Tr	0.3%	0.3%	5,769	+5.2%	$534K
FIWFirst Tr Exchange-Traded Fd	0.3%	—	4,611	—	$499K
AEPAmerican Elec Pwr Co Inc	0.3%	0.3%	3,500	+0.0%	$479K

What Interactive Financial Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.6% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$164.1M	74
Q1 2026	$152.9M	78
Q4 2025	$154.8M	78
Q3 2025	$184.9M	81
Q2 2025	$205.1M	87
Q1 2025	$189.3M	84
Q4 2024	$190.8M	86
Q3 2024	$194.3M	89
Q2 2024	$181.5M	86
Q1 2024	$180.9M	85
Q4 2023	$186.6M	82
Q3 2023	$148.3M	84

Questions about Interactive Financial Advisors, Inc.'s portfolio

What stocks does Interactive Financial Advisors, Inc. own?

Interactive Financial Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 74 positions worth $164.1M. The largest are Ishares Tr (IVV) at 13.3%, Vanguard Ftse Developed Markets Index Fu (VEA) at 7.2%, Ishares Tr (AGG) at 6.2%, Flexshares Tr (RAVI) at 6.1% and Invesco Qqq Tr (QQQ) at 5.5%.

What did Interactive Financial Advisors, Inc. buy last quarter?

In Q2 2026, Interactive Financial Advisors, Inc. added Vanguard Index Fds (VO) (+306.9% shares), Vanguard Index Fds (VOO) (+16.5% shares) and Vanguard Index Fds (VV) (+8.2% shares), compared with its Q1 2026 filing.

What did Interactive Financial Advisors, Inc. sell last quarter?

In Q2 2026, Interactive Financial Advisors, Inc. cut from its top 50 Flexshares Tr (ESG), Vanguard Whitehall Fds (VYM) (-10.8% shares), Select Sector Spdr Tr (XLV) (-10.6% shares) and Ishares Tr (ITA) (-10.2% shares), compared with its Q1 2026 filing.

How has Interactive Financial Advisors, Inc.'s portfolio performed?

A portfolio copying Interactive Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.6% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Interactive Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Interactive Financial Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Interactive Financial Advisors, Inc. manage?

Interactive Financial Advisors, Inc. reported $240.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $164.1M.