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	3.4%	2.1%	9,387	-1.7%	$10.0M
VTVVanguard Index Fds	2.5%	1.5%	34,405	+35.6%	$7.5M
BILSpdr Series Trust	2.5%	2.2%	79,637	+1.7%	$7.3M
AMZNAmazon Com Inc	2.2%	1.8%	27,599	-1.9%	$6.6M
VYMVanguard Whitehall Fds	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	1.5%	1.3%	22,727	-5.4%	$4.5M
ICOWPacer Fds Tr	1.5%	1.3%	107,701	+4.4%	$4.5M
ORealty Income Corp.	1.4%	1.5%	67,764	-12.6%	$4.2M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.4%	1.1%	34,067	-6.3%	$4.1M
MRKMerck & Co Inc	1.4%	1.2%	31,358	-5.1%	$4.0M
RYTInvesco Exchange Traded Fd T	1.2%	—	56,334	—	$3.6M
QUALIshares Tr	1.2%	1.3%	16,220	-27.5%	$3.6M
VOOVanguard Index Fds	1.2%	0.8%	5,106	+19.0%	$3.5M
IQLTIshares Tr	1.1%	0.8%	67,405	+18.9%	$3.3M
XLKSelect Sector Spdr Tr	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 Fds Tr	1.1%	0.9%	62,453	-0.7%	$3.2M
EVMOMorgan Stanley ETF Trust	1.1%	0.9%	62,215	+5.8%	$3.1M
VVisa Inc	1.0%	0.9%	8,992	-9.2%	$3.1M
BNDVanguard Bd Index Fds	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 Index Fds	0.8%	0.7%	27,777	+396.5%	$2.4M
VOVanguard Index Fds	0.8%	0.9%	29,572	+198.5%	$2.4M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	—	33,180	—	$2.4M
SCHXSchwab Strategic Tr	0.8%	0.7%	79,853	-7.8%	$2.4M
GOOGLAlphabet Inc	0.8%	0.5%	6,473	+4.8%	$2.3M
MINTPimco Enhanced Short Maturity Active Exc	0.8%	0.6%	22,415	+15.9%	$2.3M
NNNNnn REIT 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 Wholesale Corporation	0.7%	0.7%	2,208	-6.2%	$2.1M
IRMIron Mtn Inc Del	0.7%	0.6%	16,270	-21.1%	$2.1M
CSCOCisco Sys Inc	0.7%	—	17,429	—	$2.0M
CVXChevron Corporation	0.7%	0.8%	12,338	-7.2%	$2.0M
DEDeere & Co	0.7%	0.6%	3,213	-0.2%	$2.0M
LLYEli Lilly & Co	0.7%	—	1,692	—	$2.0M
NOBLProshares Tr	0.7%	0.6%	36,012	+92.4%	$2.0M
VFHVanguard World Fd	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, 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	$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 (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 Index Fds (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 Blackrock ETF Trust (LCTU), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (DSI), cut from its top 50 J P Morgan Exchange Traded F (JEPQ), cut from its top 50 Spdr Series Trust (SPLG), Ishares Tr (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.