Investor's Fiduciary Advisor Network, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2044901
Institutional-grade research for retail investors
13F Reported Value
ⓘ$326,427
Holdings
270
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Investor's Fiduciary Advisor Network, LLC disclosed 270 positions worth $326,427 in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.5% of the equity portfolio. During the quarter the fund opened 27 new positions and exited 23 — including a new stake in $CHD. The portfolio is most concentrated in Other (53.4% of disclosed assets). All figures are sourced directly from Investor's Fiduciary Advisor Network, LLC’s Form 13F-HR filing with the SEC under CIK 2044901.
AI Fund Analysis
Diversifying
$AAPL4.5% weight
Held 6 quarters
SCHWAB STRATEGIC TR
4.1% weight
Held 6 quarters
$MSFT3.9% weight
Held 6 quarters
$QQQ3.0% weight
Held 6 quarters
SPDR SERIES TRUST
2.2% weight
Held 6 quarters
ISHARES TR
5 quarters accumulating
PIMCO ETF TR
5 quarters accumulating
ISHARES TR
5 quarters accumulating
$IVZ5 quarters accumulating
$IVZ5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$14.7K57,728 sh SCHWAB STRATEGIC TR
—Quality
$13.4K435,304 sh- 83.7#15
Quality
$12.7K34,394 sh - —
Quality
$9.7K16,758 sh SPDR SERIES TRUST
—Quality
$7.2K78,287 sh- 67.8
Quality
$6.8K9,545 sh - 74.6
Quality
$5.9K28,144 sh VANGUARD WHITEHALL FDS
—Quality
$5.3K35,518 sh- 64.5
Quality
$5.1K10,735 sh VANGUARD INDEX FDS
—Quality
$5.0K25,368 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $14.7K | 57,728 |
| SCHWAB STRATEGIC TR | — | $13.4K | 435,304 |
| MICROSOFT CORP$MSFT | 83.7#15 | $12.7K | 34,394 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $9.7K | 16,758 |
| SPDR SERIES TRUST | — | $7.2K | 78,287 |
 CATERPILLAR INC$CAT | 67.8 | $6.8K | 9,545 |
 AMAZON COM INC$AMZN | 74.6 | $5.9K | 28,144 |
| VANGUARD WHITEHALL FDS | — | $5.3K | 35,518 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $5.1K | 10,735 |
| VANGUARD INDEX FDS | — | $5.0K | 25,368 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investor's Fiduciary Advisor Network, LLC's 270 positions.
Showing top 10 of 270 holdings.
Sector Allocation
Other
$174,185
Technology
$49,173
Financials
$25,082
Industrials
$15,611
Healthcare
$15,487
Consumer Discretionary
$14,439
Real Estate
$9,302
Energy
$8,099
Full Holdings — Investor's Fiduciary Advisor Network, LLC (Q1 2026)
All 270 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $14,650 | 4.5% | -7% | 76.1 |
| 2 | — | SCHWAB STRATEGIC TR | $13,355 | 4.1% | -8% | — |
| 3 | $MSFT | MICROSOFT CORP | $12,731 | 3.9% | -3% | 83.7 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $9,672 | 3.0% | -75% | — |
| 5 | — | SPDR SERIES TRUST | $7,174 | 2.2% | +11% | — |
| 6 | $CAT | CATERPILLAR INC | $6,762 | 2.1% | -2% | 67.8 |
| 7 | $AMZN | AMAZON COM INC | $5,861 | 1.8% | -5% | 74.6 |
| 8 | — | VANGUARD WHITEHALL FDS | $5,260 | 1.6% | -2% | — |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $5,144 | 1.6% | +11% | 64.5 |
| 10 | — | VANGUARD INDEX FDS | $4,977 | 1.5% | -40% | — |
| 11 |  $O | REALTY INCOME CORP | $4,742 | 1.4% | -9% | 74.6 |
| 12 | — | PACER FDS TR | $4,379 | 1.3% | +231% | — |
| 13 | — | ISHARES TR | $4,293 | 1.3% | -74% | — |
| 14 |  $NVDA | NVIDIA CORP | $4,190 | 1.3% | +8% | 90.2 |
| 15 |  $MRK | Merck & Co., Inc. | $3,974 | 1.2% | -1% | 70.9 |
| 16 | — | SPDR SERIES TRUST | $3,559 | 1.1% | +1% | — |
| 17 |  $ENSG | ENSIGN GROUP, INC | $3,325 | 1.0% | -0% | 68 |
| 18 | — | J P MORGAN EXCHANGE TRADED F | $3,144 | 1.0% | -17% | — |
| 19 | — | VANGUARD BD INDEX FDS | $3,069 | 0.9% | +4% | — |
| 20 |  $AVGO | Broadcom Inc. | $3,067 | 0.9% | -8% | 86.4 |
| 21 |  $V | VISA INC. | $2,993 | 0.9% | -6% | 83.5 |
| 22 | — | MORGAN STANLEY ETF TRUST | $2,959 | 0.9% | +23% | — |
| 23 |  $GOOGL | Alphabet Inc. | $2,958 | 0.9% | -8% | 80.2 |
| 24 | — | SELECT SECTOR SPDR TR | $2,939 | 0.9% | -0% | — |
| 25 | — | VANGUARD INDEX FDS | $2,845 | 0.9% | -73% | — |
| 26 | — | PACER FDS TR | $2,820 | 0.9% | +1% | — |
| 27 |  $CVX | CHEVRON CORP | $2,750 | 0.8% | -16% | 54.7 |
| 28 | — | ISHARES TR | $2,619 | 0.8% | +1% | — |
| 29 | — | VANGUARD INDEX FDS | $2,564 | 0.8% | -55% | — |
| 30 |  $NNN | NNN REIT, INC. | $2,454 | 0.8% | -10% | 67.9 |
| 31 | — | VANGUARD INDEX FDS | $2,443 | 0.8% | +6% | — |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,345 | 0.7% | -3% | 67 |
| 33 | — | SCHWAB STRATEGIC TR | $2,221 | 0.7% | -5% | — |
| 34 | — | BLACKROCK ETF TRUST | $2,175 | 0.7% | -6% | — |
| 35 |  $XOM | EXXON MOBIL CORP | $2,164 | 0.7% | -12% | 61.8 |
| 36 | — | FIRST TR EXCHANGE-TRADED FD | $2,137 | 0.7% | -1% | — |
| 37 |  $IRM | IRON MOUNTAIN INC | $2,106 | 0.7% | -9% | 50.7 |
| 38 | — | ISHARES TR | $2,089 | 0.6% | -10% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F | $2,011 | 0.6% | +4% | — |
| 40 | — | PROSHARES TR | $1,984 | 0.6% | -6% | — |
| 41 | — | PIMCO ETF TR | $1,945 | 0.6% | +7% | — |
| 42 | — | VANGUARD WORLD FD | $1,918 | 0.6% | -2% | — |
| 43 | — | ISHARES INC | $1,880 | 0.6% | +11% | — |
| 44 | — | J P MORGAN EXCHANGE TRADED F | $1,849 | 0.6% | -3% | — |
| 45 | — | SPDR SERIES TRUST | $1,827 | 0.6% | +16% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $1,815 | 0.6% | -2% | — |
| 47 |  $DE | DEERE & CO | $1,813 | 0.6% | +1% | 57.4 |
| 48 |  $GOOG | Alphabet Inc. | $1,776 | 0.5% | -0% | 80.2 |
| 49 |  $JNJ | JOHNSON & JOHNSON | $1,754 | 0.5% | -0% | 72.8 |
| 50 | — | SPDR SERIES TRUST | $1,741 | 0.5% | +25% | — |
| 51 | — | ISHARES TR | $1,707 | 0.5% | +6% | — |
| 52 |  $SO | SOUTHERN CO | $1,676 | 0.5% | +11% | 65.1 |
| 53 | — | ISHARES TR | $1,649 | 0.5% | -1% | — |
| 54 |  $LLY | ELI LILLY & Co | $1,634 | 0.5% | -2% | 89.3 |
| 55 | — | ISHARES TR | $1,619 | 0.5% | -54% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $1,617 | 0.5% | -2% | — |
| 57 | — | ISHARES TR | $1,613 | 0.5% | -0% | — |
| 58 | — | ISHARES TR | $1,541 | 0.5% | +3% | — |
| 59 | — | ISHARES TR | $1,521 | 0.5% | -51% | — |
| 60 | — | VANGUARD TAX-MANAGED FDS | $1,504 | 0.5% | +123% | — |
| 61 | — | SCHWAB STRATEGIC TR | $1,492 | 0.5% | +0% | — |
| 62 | — | BLACKROCK ETF TRUST | $1,484 | 0.5% | -85% | — |
| 63 | $IVZ | Invesco Ltd. | $1,468 | 0.5% | +2% | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $1,438 | 0.4% | +3% | 72.3 |
| 65 | — | VANGUARD INDEX FDS | $1,437 | 0.4% | +1% | — |
| 66 | — | ISHARES TR | $1,395 | 0.4% | +59% | — |
| 67 | — | VANGUARD INDEX FDS | $1,378 | 0.4% | -12% | — |
| 68 | — | VANGUARD WORLD FD | $1,360 | 0.4% | -1% | — |
| 69 | — | FIRST TR EXCHANGE-TRADED FD | $1,336 | 0.4% | -1% | — |
| 70 | — | PACER FDS TR | $1,302 | 0.4% | +50% | — |
| 71 |  $JPM | JPMORGAN CHASE & CO | $1,297 | 0.4% | +1% | 35.6 |
| 72 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1,291 | 0.4% | +0% | 66.4 |
| 73 | — | ISHARES INC | $1,270 | 0.4% | -29% | — |
| 74 |  $VZ | VERIZON COMMUNICATIONS INC | $1,266 | 0.4% | -10% | 71.6 |
| 75 | — | ISHARES TR | $1,252 | 0.4% | +129% | — |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $1,225 | 0.4% | -12% | 78.8 |
| 77 | — | ISHARES TR | $1,221 | 0.4% | -8% | — |
| 78 |  $PFE | PFIZER INC | $1,207 | 0.4% | -8% | 69 |
| 79 |  $HD | HOME DEPOT, INC. | $1,202 | 0.4% | +5% | 69.2 |
| 80 |  $PG | PROCTER & GAMBLE Co | $1,187 | 0.4% | +0% | 72.9 |
| 81 |  $WMT | Walmart Inc. | $1,182 | 0.4% | +6% | 63.2 |
| 82 | — | FIDELITY COVINGTON TRUST | $1,111 | 0.3% | -1% | — |
| 83 | — | ISHARES TR | $1,094 | 0.3% | -0% | — |
| 84 | — | ISHARES TR | $1,090 | 0.3% | +13% | — |
| 85 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1,072 | 0.3% | -7% | — |
| 86 | — | JANUS DETROIT STR TR | $1,059 | 0.3% | +10% | — |
| 87 | — | ISHARES TR | $1,057 | 0.3% | +1% | — |
| 88 |  $SCHW | SCHWAB CHARLES CORP | $1,012 | 0.3% | -12% | 77.2 |
| 89 |  $BIPC | Brookfield Infrastructure Corp | $1,010 | 0.3% | -8% | — |
| 90 | — | SELECT SECTOR SPDR TR | $1,000 | 0.3% | -2% | — |
| 91 |  $LMT | LOCKHEED MARTIN CORP | $999 | 0.3% | +94% | 65 |
| 92 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $980 | 0.3% | NEW | 65.3 |
| 93 | — | BONDBLOXX ETF TRUST | $979 | 0.3% | -3% | — |
| 94 | — | ISHARES TR | $962 | 0.3% | +5% | — |
| 95 | $IVZ | Invesco Ltd. | $922 | 0.3% | +123% | — |
| 96 |  $WM | WASTE MANAGEMENT INC | $905 | 0.3% | +1% | 70.7 |
| 97 |  $BX | Blackstone Inc. | $902 | 0.3% | +1% | 68 |
| 98 |  $DHR | DANAHER CORP /DE/ | $891 | 0.3% | -3% | 63.9 |
| 99 |  $AMGN | AMGEN INC | $889 | 0.3% | -12% | 79.5 |
| 100 |  $SPY | SPDR S&P 500 ETF TRUST | $877 | 0.3% | -72% | — |
| 101 | — | FIRST TR EXCHANGE-TRADED FD | $876 | 0.3% | -2% | — |
| 102 |  $UPS | UNITED PARCEL SERVICE INC | $863 | 0.3% | -7% | 58.2 |
| 103 |  $META | Meta Platforms, Inc. | $849 | 0.3% | -22% | 80.9 |
| 104 | — | ISHARES TR | $841 | 0.3% | -7% | — |
| 105 |  $PEP | PEPSICO INC | $829 | 0.3% | +6% | 62.7 |
| 106 |  $INTC | INTEL CORP | $821 | 0.3% | -0% | 41.5 |
| 107 |  $MS | MORGAN STANLEY | $819 | 0.3% | +1% | — |
| 108 |  $TSLA | Tesla, Inc. | $809 | 0.3% | +82% | 50.1 |
| 109 |  $ABBV | AbbVie Inc. | $791 | 0.2% | -3% | 59.3 |
| 110 | — | VANGUARD INDEX FDS | $788 | 0.2% | +2% | — |
| 111 |  $KO | COCA COLA CO | $785 | 0.2% | -4% | 74 |
| 112 |  $WFC | WELLS FARGO & COMPANY/MN | $762 | 0.2% | +0% | — |
| 113 | — | BLACKROCK ETF TRUST | $759 | 0.2% | +41% | — |
| 114 | — | ISHARES TR | $727 | 0.2% | -23% | — |
| 115 | — | SELECT SECTOR SPDR TR | $719 | 0.2% | -0% | — |
| 116 | — | ISHARES TR | $717 | 0.2% | +77% | — |
| 117 |  $BLK | BlackRock, Inc. | $713 | 0.2% | -9% | 70.3 |
| 118 | — | ISHARES TR | $711 | 0.2% | -45% | — |
| 119 |  $UNP | UNION PACIFIC CORP | $710 | 0.2% | -4% | 74 |
| 120 |  $BPRE | Bluerock Private Real Estate Fund | $707 | 0.2% | +113% | — |
| 121 | $IVZ | Invesco Ltd. | $701 | 0.2% | +94% | — |
| 122 | — | ISHARES TR | $697 | 0.2% | -22% | — |
| 123 | $IVZ | Invesco Ltd. | $694 | 0.2% | -3% | — |
| 124 | — | ISHARES TR | $690 | 0.2% | -11% | — |
| 125 | — | ISHARES TR | $679 | 0.2% | -3% | — |
| 126 |  $BAR | GraniteShares Gold Trust | $677 | 0.2% | +10% | — |
| 127 | — | ISHARES TR | $675 | 0.2% | +12% | — |
| 128 |  $SLB | SLB LIMITED/NV | $658 | 0.2% | -1% | 63.2 |
| 129 |  $LOW | LOWES COMPANIES INC | $657 | 0.2% | +4% | 63.5 |
| 130 |  $MCD | MCDONALDS CORP | $649 | 0.2% | -1% | 73.9 |
| 131 |  $CWEN | Clearway Energy, Inc. | $642 | 0.2% | -18% | 64.2 |
| 132 | — | VANGUARD WORLD FD | $641 | 0.2% | -8% | — |
| 133 | — | ISHARES TR | $632 | 0.2% | +72% | — |
| 134 |  $BAC | BANK OF AMERICA CORP /DE/ | $619 | 0.2% | +4% | 68.4 |
| 135 | — | BLACKROCK ETF TRUST | $610 | 0.2% | -6% | — |
| 136 | — | ISHARES TR | $607 | 0.2% | -37% | — |
| 137 | — | ISHARES TR | $605 | 0.2% | +10% | — |
| 138 | — | FIRST TR EXCHANGE-TRADED FD | $601 | 0.2% | -2% | — |
| 139 | — | BLACKROCK ETF TRUST | $596 | 0.2% | -2% | — |
| 140 | — | AMERICAN CENTY ETF TR | $592 | 0.2% | +12% | — |
| 141 | — | VANGUARD WHITEHALL FDS | $590 | 0.2% | -10% | — |
| 142 |  $ALL | ALLSTATE CORP | $584 | 0.2% | +10% | 76.6 |
| 143 |  $NFLX | NETFLIX INC | $577 | 0.2% | +4% | 86.7 |
| 144 | — | VANGUARD INTL EQUITY INDEX F | $575 | 0.2% | +2% | — |
| 145 |  $RTX | RTX Corp | $558 | 0.2% | -7% | 70 |
| 146 | — | SELECT SECTOR SPDR TR | $557 | 0.2% | +7% | — |
| 147 |  $GLW | CORNING INC /NY | $553 | 0.2% | -8% | 72.7 |
| 148 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $552 | 0.2% | +18% | — |
| 149 | — | ISHARES TR | $543 | 0.2% | -18% | — |
| 150 | — | NUSHARES ETF TR | $541 | 0.2% | -11% | — |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $533 | 0.2% | +3% | 70.1 |
| 152 | — | GLOBAL X FDS | $531 | 0.2% | -78% | — |
| 153 | — | FIRST TR EXCHANGE TRADED FD | $522 | 0.2% | +0% | — |
| 154 | — | ISHARES TR | $519 | 0.2% | -47% | — |
| 155 |  $HON | HONEYWELL INTERNATIONAL INC | $518 | 0.2% | -16% | 65.7 |
| 156 |  $SYK | STRYKER CORP | $499 | 0.1% | +13% | 69.8 |
| 157 |  $AXP | AMERICAN EXPRESS CO | $481 | 0.1% | -7% | 73.2 |
| 158 |  $PHYS | Sprott Physical Gold Trust | $481 | 0.1% | +0% | — |
| 159 |  $T | AT&T INC. | $475 | 0.1% | +24% | 71.9 |
| 160 | $IVZ | Invesco Ltd. | $475 | 0.1% | +1% | — |
| 161 | — | FIRST TR EXCHANGE TRADED FD | $474 | 0.1% | +25% | — |
| 162 | — | ISHARES TR | $470 | 0.1% | -3% | — |
| 163 | — | J P MORGAN EXCHANGE TRADED F | $466 | 0.1% | -85% | — |
| 164 | — | ISHARES TR | $461 | 0.1% | -0% | — |
| 165 |  $WK | WORKIVA INC | $450 | 0.1% | +0% | 52.8 |
| 166 |  $LRCX | LAM RESEARCH CORP | $449 | 0.1% | -21% | 82.4 |
| 167 | — | BLACKROCK ETF TRUST II | $449 | 0.1% | -15% | — |
| 168 | — | VANGUARD WORLD FD | $447 | 0.1% | +67% | — |
| 169 | — | VANGUARD SCOTTSDALE FDS | $443 | 0.1% | +3% | — |
| 170 |  $AMAT | APPLIED MATERIALS INC /DE | $440 | 0.1% | +11% | 74.8 |
| 171 |  $SBUX | STARBUCKS CORP | $435 | 0.1% | -7% | 54.6 |
| 172 |  $RKLB | Rocket Lab Corp | $433 | 0.1% | +0% | 37.2 |
| 173 | — | ISHARES TR | $433 | 0.1% | -5% | — |
| 174 | — | NUSHARES ETF TR | $426 | 0.1% | -11% | — |
| 175 | — | BLACKROCK ETF TRUST | $426 | 0.1% | -38% | — |
| 176 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $418 | 0.1% | -25% | 66.7 |
| 177 | — | J P MORGAN EXCHANGE TRADED F | $413 | 0.1% | -87% | — |
| 178 | — | VANGUARD STAR FDS | $403 | 0.1% | -32% | — |
| 179 | — | VANGUARD INDEX FDS | $400 | 0.1% | -4% | — |
| 180 | — | J P MORGAN EXCHANGE TRADED F | $393 | 0.1% | -87% | — |
| 181 |  $WT | WisdomTree, Inc. | $389 | 0.1% | +0% | 62.9 |
| 182 | — | ISHARES TR | $389 | 0.1% | +16% | — |
| 183 |  $SYY | SYSCO CORP | $386 | 0.1% | +0% | 58.4 |
| 184 | — | ISHARES TR | $378 | 0.1% | -5% | — |
| 185 |  $CSX | CSX CORP | $378 | 0.1% | -4% | 66.4 |
| 186 | — | VANGUARD SPECIALIZED FUNDS | $376 | 0.1% | -0% | — |
| 187 |  $KMB | KIMBERLY CLARK CORP | $374 | 0.1% | +0% | 61.7 |
| 188 |  $GE | GENERAL ELECTRIC CO | $373 | 0.1% | +5% | 74.8 |
| 189 |  $XEL | XCEL ENERGY INC | $368 | 0.1% | NEW | — |
| 190 |  $MCK | MCKESSON CORP | $365 | 0.1% | NEW | 63.7 |
| 191 | — | TIDAL TRUST III | $364 | 0.1% | -3% | — |
| 192 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $363 | 0.1% | NEW | 75.4 |
| 193 | — | ISHARES TR | $359 | 0.1% | -61% | — |
| 194 |  $QCOM | QUALCOMM INC/DE | $359 | 0.1% | +0% | 81.9 |
| 195 | — | VANGUARD INDEX FDS | $357 | 0.1% | -0% | — |
| 196 | — | ISHARES TR | $356 | 0.1% | -0% | — |
| 197 |  $COR | Cencora, Inc. | $352 | 0.1% | NEW | 59.6 |
| 198 |  $ADBE | ADOBE INC. | $348 | 0.1% | +64% | 80.4 |
| 199 |  $BA | BOEING CO | $346 | 0.1% | +6% | 51.8 |
| 200 |  $SRE | SEMPRA | $341 | 0.1% | +0% | 47.6 |
| 201 |  $DUK | Duke Energy CORP | $339 | 0.1% | -9% | 64 |
| 202 | — | BLACKROCK ETF TRUST | $336 | 0.1% | -2% | — |
| 203 |  $BDX | BECTON DICKINSON & CO | $327 | 0.1% | -0% | 50.7 |
| 204 |  $RSG | REPUBLIC SERVICES, INC. | $325 | 0.1% | NEW | 72 |
| 205 |  $ORLY | O REILLY AUTOMOTIVE INC | $317 | 0.1% | NEW | 72.7 |
| 206 | — | VANECK ETF TRUST | $314 | 0.1% | -3% | — |
| 207 |  $GIS | GENERAL MILLS INC | $308 | 0.1% | -4% | 64.1 |
| 208 |  $CPNG | Coupang, Inc. | $306 | 0.1% | +21% | 56.4 |
| 209 | — | ISHARES TR | $306 | 0.1% | -87% | — |
| 210 |  $MMM | 3M CO | $305 | 0.1% | +2% | 60.7 |
| 211 |  $NKE | NIKE, Inc. | $304 | 0.1% | +12% | 53.4 |
| 212 |  $ETN | Eaton Corp plc | $301 | 0.1% | NEW | — |
| 213 | — | ISHARES TR | $297 | 0.1% | -13% | — |
| 214 |  $ED | CONSOLIDATED EDISON INC | $295 | 0.1% | +0% | 71.6 |
| 215 | $IVZ | Invesco Ltd. | $291 | 0.1% | NEW | — |
| 216 |  $ADP | AUTOMATIC DATA PROCESSING INC | $284 | 0.1% | NEW | 77.9 |
| 217 |  $HWM | Howmet Aerospace Inc. | $284 | 0.1% | NEW | 79.1 |
| 218 |  $CEG | Constellation Energy Corp | $283 | 0.1% | +42% | 62.5 |
| 219 |  $MELI | MERCADOLIBRE INC | $281 | 0.1% | NEW | 77.5 |
| 220 |  $MSI | Motorola Solutions, Inc. | $275 | 0.1% | NEW | 73.8 |
| 221 | $WT | WisdomTree, Inc. | $275 | 0.1% | +0% | 62.9 |
| 222 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $275 | 0.1% | +1% | 66.5 |
| 223 | — | VANGUARD WORLD FD | $274 | 0.1% | +33% | — |
| 224 | — | NUSHARES ETF TR | $273 | 0.1% | -9% | — |
| 225 | — | VANGUARD SCOTTSDALE FDS | $271 | 0.1% | +4% | — |
| 226 | — | ISHARES TR | $270 | 0.1% | +0% | — |
| 227 |  $GLD | SPDR GOLD TRUST | $266 | 0.1% | +10% | — |
| 228 |  $AZO | AUTOZONE INC | $266 | 0.1% | NEW | 66.5 |
| 229 |  $PSLV | Sprott Physical Silver Trust | $264 | 0.1% | +0% | — |
| 230 |  $CTVA | Corteva, Inc. | $263 | 0.1% | -4% | 48.4 |
| 231 |  $USB | US BANCORP DE | $261 | 0.1% | +20% | 71.4 |
| 232 | — | VANGUARD WORLD FD | $261 | 0.1% | -3% | — |
| 233 | — | VANGUARD WORLD FD | $254 | 0.1% | -10% | — |
| 234 |  $CMI | CUMMINS INC | $254 | 0.1% | -9% | 58.9 |
| 235 | — | VANGUARD INTL EQUITY INDEX F | $253 | 0.1% | -97% | — |
| 236 | — | ISHARES TR | $252 | 0.1% | -8% | — |
| 237 | — | ISHARES TR | $252 | 0.1% | +0% | — |
| 238 |  $TMUS | T-Mobile US, Inc. | $250 | 0.1% | +18% | 72.7 |
| 239 |  $CTAS | CINTAS CORP | $248 | 0.1% | NEW | 76.3 |
| 240 |  $ORCL | ORACLE CORP | $246 | 0.1% | -24% | 67.2 |
| 241 |  $ANET | Arista Networks, Inc. | $242 | 0.1% | NEW | 86 |
| 242 | — | ISHARES TR | $232 | 0.1% | -85% | — |
| 243 |  $TROW | PRICE T ROWE GROUP INC | $231 | 0.1% | -13% | 75.8 |
| 244 |  $GEV | GE Vernova Inc. | $229 | 0.1% | NEW | 70.1 |
| 245 | — | VANECK ETF TRUST | $228 | 0.1% | +0% | — |
| 246 |  $UNH | UNITEDHEALTH GROUP INC | $227 | 0.1% | -21% | 66.8 |
| 247 |  $NEE | NEXTERA ENERGY INC | $227 | 0.1% | NEW | 71.7 |
| 248 |  $WES | Western Midstream Partners, LP | $226 | 0.1% | +0% | 78.1 |
| 249 | — | VANGUARD SCOTTSDALE FDS | $224 | 0.1% | +0% | — |
| 250 |  $GS | GOLDMAN SACHS GROUP INC | $224 | 0.1% | NEW | — |
| 251 |  $ETR | ENTERGY CORP /DE/ | $222 | 0.1% | NEW | 65.1 |
| 252 | — | ISHARES TR | $221 | 0.1% | +6% | — |
| 253 | — | SELECT SECTOR SPDR TR | $220 | 0.1% | +0% | — |
| 254 | — | ISHARES TR | $218 | 0.1% | -33% | — |
| 255 |  $CPER | United States Commodity Index Funds Trust | $217 | 0.1% | NEW | — |
| 256 |  $MDLZ | Mondelez International, Inc. | $215 | 0.1% | -6% | 53.9 |
| 257 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $214 | 0.1% | NEW | 71.5 |
| 258 | $WT | WisdomTree, Inc. | $213 | 0.1% | +4% | 62.9 |
| 259 |  $AJG | Arthur J. Gallagher & Co. | $211 | 0.1% | NEW | 72.1 |
| 260 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $210 | 0.1% | NEW | — |
| 261 | — | SCHWAB STRATEGIC TR | $208 | 0.1% | -99% | — |
| 262 | — | ISHARES TR | $207 | 0.1% | -73% | — |
| 263 | — | VANGUARD BD INDEX FDS | $204 | 0.1% | +0% | — |
| 264 |  $PANW | Palo Alto Networks Inc | $203 | 0.1% | NEW | 66.5 |
| 265 |  $Q | Qnity Electronics, Inc. | $203 | 0.1% | NEW | — |
| 266 |  $TSLX | Sixth Street Specialty Lending, Inc. | $200 | 0.1% | -37% | — |
| 267 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $166 | 0.1% | +7% | — |
| 268 |  $NCA | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | $123 | 0.0% | +0% | — |
| 269 |  $INFQ | Infleqtion, Inc. | $98 | 0.0% | NEW | — |
| 270 |  $IVVD | Invivyd, Inc. | $22 | 0.0% | NEW | 25.7 |
New Positions (27)
$CHD CHURCH & DWIGHT CO INC /DE/$980$XEL XCEL ENERGY INC$368$MCK MCKESSON CORP$365$AEP AMERICAN ELECTRIC POWER CO INC$363$COR Cencora, Inc.$352$RSG REPUBLIC SERVICES, INC.$325$ORLY O REILLY AUTOMOTIVE INC$317$ETN Eaton Corp plc$301$ADP AUTOMATIC DATA PROCESSING INC$284$HWM Howmet Aerospace Inc.$284$MELI MERCADOLIBRE INC$281$MSI Motorola Solutions, Inc.$275$AZO AUTOZONE INC$266$CTAS CINTAS CORP$248$ANET Arista Networks, Inc.$242Exited Positions (23)
SPDR DOW JONES INDL AVERAGE
DBX ETF TR
$BOW Bowhead Specialty Holdings Inc. VANGUARD MUN BD FDS
DIMENSIONAL ETF TRUST
$KNSL Kinsale Capital Group, Inc.
$SHEL Shell plc
$BEPC Brookfield Renewable Corp
$GLDM World Gold Trust
$FANG Diamondback Energy, Inc.
$MKL MARKEL GROUP INC.
$COF CAPITAL ONE FINANCIAL CORP
$LINE Lineage, Inc.
$FGDL Franklin Templeton Holdings Trust
$MA Mastercard IncBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Investor's Fiduciary Advisor Network, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Investor's Fiduciary Advisor Network, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Investor's Fiduciary Advisor Network, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Investor's Fiduciary Advisor Network, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Investor's Fiduciary Advisor Network, LLC (SEC CIK: 2044901), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Investor's Fiduciary Advisor Network, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.