Q2 2026 13F · SEC CIK 2044901

Investor's Fiduciary Advisor Network, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $294.5M
Reported positions: 219
Holdings vs S&P 500, 3 yrs: —
Assets under management: $787.4M

Investor's Fiduciary Advisor Network, LLC is a wealth manager that reported 219 positions worth $294.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 4.5%), Schwab Strategic Tr (SCHD, 4.3%), Microsoft Corp (MSFT, 4.1%).

Investor's Fiduciary Advisor Network, LLC holdings largest 50 of 219 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.

Investor's Fiduciary Advisor Network, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.5%	4.5%	46,099	-20.1%	$13.3M
SCHDSchwab Strategic Tr	4.3%	4.1%	397,125	-8.8%	$12.6M
MSFTMicrosoft Corp	4.1%	3.9%	32,040	-6.8%	$12.0M
QQQInvesco Qqq Tr	3.7%	3.0%	14,683	-12.4%	$10.8M
CATCaterpillar Inc Com	3.4%	2.1%	9,387	-1.7%	$10.0M
VTVVanguard Value ETF	2.5%	1.5%	34,405	+35.6%	$7.5M
BILSPDR Brcy1-3 Ser	2.5%	2.2%	79,637	+1.7%	$7.3M
AMZNAmazon Com Inc Com	2.2%	1.8%	27,599	-1.9%	$6.6M
VYMVym	1.8%	1.6%	34,378	-3.2%	$5.4M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.6%	10,125	-5.7%	$5.1M
NVDANvidia Corporation Com	1.5%	1.3%	22,727	-5.4%	$4.5M
ICOWPacer International Cash Cows ETF	1.5%	1.3%	107,701	+4.4%	$4.5M
ORealty Income Corp	1.4%	1.5%	67,764	-12.6%	$4.2M
SPYGSpdr Series Trust	1.4%	1.1%	34,067	-6.3%	$4.1M
MRKMerck & Co. Inc	1.4%	1.2%	31,358	-5.1%	$4.0M
RYTInvesco S&p 500 Equal Weight Technology	1.2%	—	56,334	—	$3.6M
QUALIshares Msci USA Quality Factor ETF	1.2%	1.3%	16,220	-27.5%	$3.6M
VOOVanguard S&p 500 ETF	1.2%	0.8%	5,106	+19.0%	$3.5M
IQLTIshares Tr	1.1%	0.8%	67,405	+18.9%	$3.3M
XLKState Street Technology Select Sector Sp	1.1%	0.9%	17,232	-22.1%	$3.3M
JQUAJpmorgan U.s. Quality Factor ETF	1.1%	1.0%	45,021	-12.2%	$3.3M
CALFPacer U S	1.1%	0.9%	62,453	-0.7%	$3.2M
EVMOEaton Vance Mortgage Opportunities ETF (	1.1%	0.9%	62,215	+5.8%	$3.1M
VVisa Inc Com Cl A	1.0%	0.9%	8,992	-9.2%	$3.1M
BNDVanguard Total Bond Market ETF	1.0%	0.9%	41,907	+0.5%	$3.1M
AVGOBroadcom Inc	0.9%	0.9%	7,262	-26.7%	$2.7M
GOOGAlphabet Inc	0.9%	0.9%	7,503	-27.2%	$2.7M
ENSGEnsign Group Inc	0.9%	1.0%	16,471	-0.2%	$2.6M
AMDAdvanced Micro Devices Inc	0.9%	—	4,469	—	$2.6M
EMXCIshares Inc	0.9%	0.6%	24,644	+3.1%	$2.5M
INTCIntel Corp	0.8%	—	17,446	—	$2.4M
VUGVanguard Indx Fd	0.8%	0.7%	27,777	+396.5%	$2.4M
VOVanguard Index Fds	0.8%	0.9%	29,572	+198.5%	$2.4M
VEAVanguard Tax-Managed Fds	0.8%	—	33,180	—	$2.4M
SCHXSchwab Stratgc Tr	0.8%	0.7%	79,853	-7.8%	$2.4M
GOOGLAlphabet Inc	0.8%	0.5%	6,473	+4.8%	$2.3M
MINTPimco ETF Tr	0.8%	0.6%	22,415	+15.9%	$2.3M
NNNNational Retail Properties Inc	0.7%	0.8%	47,377	-18.9%	$2.2M
FTSMFirst Tr Exchange-Traded Fd	0.7%	0.7%	36,365	+1.7%	$2.2M
VTIVanguard Index Fds	0.7%	—	5,856	—	$2.2M
COSTCostco Whsl Corp New	0.7%	0.7%	2,208	-6.2%	$2.1M
IRMIron Mountain Inc	0.7%	0.6%	16,270	-21.1%	$2.1M
CSCOCisco Sys Inc	0.7%	—	17,429	—	$2.0M
CVXChevron Corp New	0.7%	0.8%	12,338	-7.2%	$2.0M
DEDeere & Co Com	0.7%	0.6%	3,213	-0.2%	$2.0M
LLYLilly Eli & Co	0.7%	—	1,692	—	$2.0M
NOBLProshares Tr	0.7%	0.6%	36,012	+92.4%	$2.0M
VFHVanguard Financials ETF	0.6%	0.6%	14,257	-10.2%	$1.9M
JPIEJpmorgan Income ETF	0.6%	0.6%	40,657	+1.3%	$1.9M
JNJJohnson & Johnson	0.6%	0.5%	6,725	-6.3%	$1.7M

What Investor's Fiduciary Advisor Network, LLC 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: +17.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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	$294.5M	219
Q1 2026	$326.4M	270
Q4 2025	$466.2M	273
Q3 2025	$295.1M	236
Q2 2025	$269.1M	220
Q1 2025	$212.0M	166
Q4 2024	$261.2M	199

Questions about Investor's Fiduciary Advisor Network, LLC's portfolio

What stocks does Investor's Fiduciary Advisor Network, LLC own?

Investor's Fiduciary Advisor Network, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 219 positions worth $294.5M. The largest are Apple Inc (AAPL) at 4.5%, Schwab Strategic Tr (SCHD) at 4.3%, Microsoft Corp (MSFT) at 4.1%, Invesco Qqq Tr (QQQ) at 3.7% and Caterpillar Inc Com (CAT) at 3.4%.

What did Investor's Fiduciary Advisor Network, LLC buy last quarter?

In Q2 2026, Investor's Fiduciary Advisor Network, LLC added Vanguard Indx Fd (VUG) (+396.5% shares), Vanguard Index Fds (VO) (+198.5% shares) and Proshares Tr (NOBL) (+92.4% shares), compared with its Q1 2026 filing.

What did Investor's Fiduciary Advisor Network, LLC sell last quarter?

In Q2 2026, Investor's Fiduciary Advisor Network, LLC cut from its top 50 iShares U.S. Carbon Transition Readiness (LCTU), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 iShares ESG MSCI KLD 400 ETF (DSI), cut from its top 50 Jpmorgan Nasdaq Equity Premium Income Et (JEPQ), cut from its top 50 Spdr Series Trust (SPLG), Ishares Msci USA Quality Factor ETF (QUAL) (-27.5% shares), Alphabet Inc (GOOG) (-27.2% shares) and Broadcom Inc (AVGO) (-26.7% shares), compared with its Q1 2026 filing.

When is Investor's Fiduciary Advisor Network, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investor's Fiduciary Advisor Network, LLC'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 Investor's Fiduciary Advisor Network, LLC manage?

Investor's Fiduciary Advisor Network, LLC reported $787.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $294.5M.