Arkolith/Funds/Ifrah Financial Services, Inc.

Ifrah Financial Services, Inc.

CIK 1382646
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Ifrah Financial Services, Inc. holds a diversified book of 214 reported positions worth $409.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Costco Wholesale Corp and trimmed Ishares Treasury Floating Ra. Their largest long position is Ishares Treasury Floating Ra at 6% of the reported non-option book.

Opened
26
bought for the first time
+23 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

24% mapped to company sectors

No sector on file yet
76%
Information Technology
11%
Industrials
5%
Health Care
3%
Consumer Discretionary
2%
Financials
1%
Materials
1%
Utilities
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Ifrah Financial Services, Inc.

Manager / fundShared namesTheir $ in those
Swiss Re Ltd19 / 80$1.0B
Uhlmann Price Securities, LLC16 / 80$2.4B
Outlook Capital Management, LLC12 / 80$228.0M
Potomac Fund Management Inc12 / 80$2.0B
Independent Investors Inc11 / 80$360.5M
Greenleaf Trust44 / 80$6.9B
Alternative Investment Advisors, LLC.10 / 80$172.6M
Johnson Financial Group, LLC33 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Ifrah Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

214 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
TRS FLT RT BD
$24.2M478.8K
5.9%
−7.2%
Reduced · −37K sh
2Ishares TR
S&P 500 GRWT ETF
$21.9M159.2K
5.3%
−5.8%
Reduced · −10K sh
3Ishares TR
S&P MC 400GR ETF
$15.6M133.1K
3.8%
−5.4%
Reduced · −8K sh
4Ishares TR
1 3 YR TREAS BD
$14.4M175.4K
3.5%
+1.6%
Added · +3K sh
5Vanguard Intl Equity Index F
ALLWRLD EX US
$13.3M159.3K
3.3%
−0.3%
Reduced · −549 sh
6Janus Detroit STR TR
HENDRSON AAA CL
$10.1M200.1K
2.5%
+1.0%
Added · +2K sh
7Apple Inc
COM
$9.9M34.1K
2.4%
−51%
Reduced · −35K sh
8Vanguard Index FDS
SM CP VAL ETF
$9.5M38.9K
2.3%
−0.7%
Reduced · −270 sh
9Ishares TR
EAFE SML CP ETF
$9.2M111.8K
2.2%
−2.1%
Reduced · −2K sh
10Ishares U S ETF TR
SHOR DURA BD ETF
$9.2M180.9K
2.2%
+1.0%
Added · +2K sh
11Ishares TR
S&P SML 600 GWT
$9.0M50.5K
2.2%
−4.2%
Reduced · −2K sh
12Ishares TR
SP SMCP600VL ETF
$8.7M63.4K
2.1%
−3.2%
Reduced · −2K sh
13Ishares TR
FLTG RATE NT ETF
$8.6M169.1K
2.1%
−8.1%
Reduced · −15K sh
14Vanguard Index FDS
SML CP GRW ETF
$8.5M23.3K
2.1%
−1.0%
Reduced · −230 sh
15First TR Exchange-Traded FD
FIRST TR ENH NEW
$7.8M131.3K
1.9%
+0.7%
Added · +935 sh
16Schwab Strategic TR
US LCAP VA ETF
$7.2M208.2K
1.8%
−2.9%
Reduced · −6K sh
17Schwab Strategic TR
FUNDAMENTAL INTL
$6.9M129.9K
1.7%
−2.4%
Reduced · −3K sh
18Ishares TR
0-5YR INVT GR CP
$6.8M134.3K
1.7%
+0.9%
Added · +1K sh
19Ishares TR
HDG MSCI EAFE
$6.7M142.8K
1.6%
−1.8%
Reduced · −3K sh
20Pgim ETF TR
PGIM ULTRA SH BD
$6.6M133.3K
1.6%
+0.9%
Added · +1K sh
21Vanguard Index FDS
LARGE CAP ETF
$6.4M18.5K
1.6%
−0.9%
Reduced · −172 sh
22Ishares TR
SELECT US REIT
$6.0M88.7K
1.5%
−1.2%
Reduced · −1K sh
23Ishares TR
S&P MC 400VL ETF
$5.7M38.4K
1.4%
−2.2%
Reduced · −882 sh
24Kla Corp
COM NEW
$5.5M18.2K
1.3%
+886%
Added · +16K sh
25Vanguard World FD
MEGA GRWTH IND
$5.3M60.4K
1.3%
+395%
Added · +48K sh
26Vanguard Index FDS
MCAP GR IDXVIP
$4.4M14.5K
1.1%
−1.0%
Reduced · −145 sh
27Ishares Inc
MSCI EMERG MRKT
$4.3M56.5K
1.0%
−1.9%
Reduced · −1K sh
28Vanguard Index FDS
MCAP VL IDXVIP
$4.1M20.6K
1.0%
−0.8%
Reduced · −158 sh
29Direxion Shares ETF Trust
AUSPCE CMD STG
$3.8M117.6K
0.9%
−1.1%
Reduced · −1K sh
30Micron Technology Inc
COM
$3.8M3.3K
0.9%
−11%
Reduced · −405 sh
31Vanguard Scottsdale FDS
INTER TERM TREAS
$3.5M60.1K
0.9%
+160%
Added · +37K sh
32Vanguard World FD
MEGA CAP VAL ETF
$3.5M21.7K
0.9%
−0.6%
Reduced · −129 sh
33Ishares TR
ISHS 1-5YR INVS
$3.4M65.8K
0.8%
+15%
Added · +9K sh
34Eli Lilly & Co
COM
$3.2M2.7K
0.8%
−0.6%
Reduced · −17 sh
35Ishares TR
EAFE VALUE ETF
$3.2M41.5K
0.8%
−2.4%
Reduced · −1K sh
36Schwab Strategic TR
EMRG MKTEQ ETF
$3.1M85.0K
0.8%
−2.8%
Reduced · −2K sh
37Vanguard Malvern FDS
STRM INFPROIDX
$3.0M60.2K
0.7%
+37%
Added · +16K sh
38Ishares TR
EAFE GRWTH ETF
$3.0M23.8K
0.7%
−2.3%
Reduced · −548 sh
39Microsoft Corp
COM
$2.9M7.7K
0.7%
−0.7%
Reduced · −55 sh
40Lam Research Corp
COM NEW
$2.8M6.5K
0.7%
−1.0%
Reduced · −69 sh
41Walmart Inc
COM
$2.7M23.6K
0.7%
−1.0%
Reduced · −248 sh
42Select Sector SPDR TR
ST STR TECHN ETF
$2.4M12.4K
0.6%
−0.4%
Reduced · −49 sh
43Nvidia Corporation
COM
$2.3M11.7K
0.6%
−0.6%
Reduced · −66 sh
44Teradyne Inc
COM
$2.3M4.7K
0.6%
−12%
Reduced · −646 sh
45Ishares TR
ULTRA SHORT DUR
$2.1M40.7K
0.5%
+1.0%
Added · +423 sh
46Comfort Sys USA Inc
COM
$2.0M1.0K
0.5%
−16%
Reduced · −200 sh
47Abrdn Etfs
BBRG ALL COMMDY
$2.0M59.0K
0.5%
−1.3%
Reduced · −759 sh
48First TR Exchange-Traded FD
FST LOW OPPT EFT
$1.8M37.0K
0.5%
−0.1%
Reduced · −47 sh
49Abbvie Inc
COM
$1.8M7.3K
0.4%
−0.5%
Reduced · −37 sh
50First TR Exchange-Traded FD
SENIOR LN FD
$1.8M40.5K
0.4%
−18%
Reduced · −9K sh
Showing 50 of 214 positions
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Filing history

As-of date vs the date the SEC received each filing

$409.5M · Q2 2026Q3 2024 · $370.8MQ2 2026 · $409.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d214$409.5M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d200$378.3M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202622d209$389.4M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d202$385.8M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d200$366.3M13F-HR
Q1 2025Mar 31, 2025Apr 29, 202529d193$348.1M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202531d203$361.9M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d212$370.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.