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Latest Index Fund Advisors, Inc. Stock Portfolio

$2.52Billion | No. of Holdings #135

Index Fund Advisors, Inc. Performance

2026 Q2+10.50%
YTD+12.54%
2025+12.37%

About Index Fund Advisors, Inc. and 13F Hedge Fund Stock Holdings

Index Fund Advisors, Inc. is a hedge fund based in Irvine, CA. On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Index Fund Advisors, Inc. reported an equity portfolio of $2.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Index Fund Advisors, Inc. are DFAC, DFAC, DFAC. The fund has invested 19.2% of it's portfolio in DIMENSIONAL ETF TRUST and 17.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off AMPHENOL CORP (APH), CLOUDFLARE INC (NET) and CELSIUS HLDGS INC (CELH) stocks. They significantly reduced their stock positions in MARVELL TECHNOLOGY INC (MRVL), DIMENSIONAL ETF TRUST (DFAC) and ELI LILLY & CO (LLY). Index Fund Advisors, Inc. opened new stock positions in VANGUARD INSTL INDEX FD, ADVANCED MICRO DEVICES INC (AMD) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD SPECIALIZED FUNDS (VIG).
Index Fund Advisors, Inc. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$2.52Billion
  as of Aug 13, 2026

Index Fund Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Index Fund Advisors, Inc. made a return of 10.5% in the last quarter. In trailing 12 months, it's portfolio return was 23.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard instl index fd950,730
advanced micro devices inc934,684
vanguard instl index fd301,363
invesco exch traded fd tr ii291,502
invesco exch traded fd tr ii289,148
starbucks corp251,701
ge vernova inc246,842
ishares tr231,419
New stocks bought by Index Fund Advisors, Inc.

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds313
vanguard specialized funds125
johnson & johnson112
kenvue inc93.47
berkshire hathaway inc del60.9
dimensional etf trust30.95
dimensional etf trust30.59
Additions to existing portfolio by Index Fund Advisors, Inc.

Reductions

Ticker% Reduced
marvell technology inc-86.17
dimensional etf trust-53.11
eli lilly & co-52.27
ishares tr-23.68
vanguard bd index fds-23.38
vanguard star fds-9.27
amazon com inc-8.63
manager directed portfolios-7.32
Index Fund Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
amphenol corp-2,691,640
celsius hldgs inc-314,885
cloudflare inc-1,088,650
uber technologies inc-221,760
netflix inc.-259,220
chevron corporation-221,330
honeywell intl inc-225,578
intuitive surgical inc-206,985
Index Fund Advisors, Inc. got rid off the above stocks

Sector Distribution

Index Fund Advisors, Inc. has about 96.7% of it's holdings in Others sector.

  • Others
Sector%
Others96.7

Market Cap. Distribution

Index Fund Advisors, Inc. has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.7
MEGA-CAP2.8

Stocks belong to which Index?

About 2.8% of the stocks held by Index Fund Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.7
S&P 5002.8
Top 5 Winners (%)%
MRVL
marvell technology inc
114.3 %
KLAC
kla corp
104.0 %
LRCX
lam research corp
102.8 %
ANET
arista networks inc
38.4 %
STT
state str corp
34.0 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
66.1 M
DFAC
dimensional etf trust
54.8 M
DFAC
dimensional etf trust
47.4 M
DFAC
dimensional etf trust
37.7 M
DFAC
dimensional etf trust
10.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-61.4 %
XOM
exxon mobil corp
-19.4 %
AFK
vaneck etf trust
-17.6 %
COST
costco wholesale corporation
-6.1 %
Top 5 Losers ($)$
VAW
vanguard world fd
-17.0 M
VB
vanguard index fds
-4.4 M
AFK
vaneck etf trust
-0.9 M
COST
costco wholesale corporation
-0.7 M
BIV
vanguard bd index fds
-0.1 M

Index Fund Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Index Fund Advisors, Inc.

Index Fund Advisors, Inc. has 135 stocks in it's portfolio. About 84.3% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Index Fund Advisors, Inc. last quarter.

$2.52BTotal Value
143Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Index Fund Advisors, Inc., last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.03%5,753
$634.8K
0.03%
decreased 23.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.02%6,188
$509.0K
0.02%
decreased 2.89 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.01%4,948
$378.8K
0.01%
increased 0.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.01%2,566
$276.1K
0.01%
increased 0.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.01%1,157
$231.4K
0.01%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.03%16,868
$730.2K
0.03%
decreased 0.3 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Index Fund Advisors, Inc.'s holding in Ishares Inc over time
0.02%6,571
$498.6K
0.02%
decreased 1.72 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.43%155,463
$10.78M
0.43%
increased 13.76 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.36%90,746
$8.99M
0.36%
increased 4.61 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.16%37,974
$3.91M
0.16%
increased 1.45 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.11%68,259
$2.83M
0.11%
increased 5.96 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.03%6,355
$792.9K
0.03%
increased 1.52 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Index Fund Advisors, Inc.'s holding in American Centy Etf Tr over time
0.01%5,478
$255.1K
0.01%
increased 24.84 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Index Fund Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.17%57,675
$4.35M
0.17%
decreased 1.65 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Index Fund Advisors, Inc.'s holding in Ishares Tr over time
0.04%23,919
$1.00M
0.04%
increased 1.68 percentadded