Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Investor's Fiduciary Advisor Network

Latest statistics and disclosures from Investor's Fiduciary Advisor Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, MSFT, AAPL, QUAL, SCHD, and represent 22.42% of Investor's Fiduciary Advisor Network's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$30M), SCHV (+$13M), DIA (+$12M), QUAL (+$11M), DYNF (+$8.8M), VO (+$7.8M), VWO (+$7.1M), VTV (+$5.9M), DBEF (+$5.5M), VOO (+$5.4M).
Started 41 new stock positions in MKL, TLT, TGRW, PAVE, IWR, QGRW, BOW, IBTH, IGF, CPNG.
Reduced shares in these 10 stocks: LLY, NLY, DD, CALF, CAT, BEN, EFG, ABBV, JEPI, VBR.
Sold out of its positions in NLY, DD, BEN, EFG.
Investor's Fiduciary Advisor Network was a net buyer of stock by $167M.
Investor's Fiduciary Advisor Network has $466M in assets under management (AUM), dropping by 58.00%.
Central Index Key (CIK): 0002044901

Tip: Access up to 7 years of quarterly data

Positions held by Investor's Fiduciary Advisor Network consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network holds 273 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.7	$41M	+273%	66k	614.29	View chart
Microsoft Corporation (MSFT)	3.7	$17M		36k	483.59	View chart
Apple (AAPL)	3.6	$17M	+4%	62k	271.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.6	$17M	+192%	85k	198.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$13M		471k	27.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.7	$13M	NEW	427k	29.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	2.6	$12M	NEW	25k	480.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$11M	+269%	37k	290.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$11M	+520%	172k	60.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$8.1M	+256%	43k	190.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$7.4M	+2330%	138k	53.76	View chart
Amazon (AMZN)	1.5	$6.9M	+5%	30k	230.80	View chart
Spdr Series Trust State Street Spd (BIL)	1.4	$6.5M	+41%	71k	91.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$5.9M	+1123%	9.5k	627.10	View chart
Caterpillar (CAT)	1.2	$5.6M	-4%	9.7k	572.87	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.2	$5.5M	NEW	115k	48.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$5.2M		36k	143.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.9M	+3%	9.7k	502.53	View chart
Realty Income (O)	1.0	$4.8M		85k	56.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$4.5M	NEW	50k	89.98	View chart
NVIDIA Corporation (NVDA)	0.9	$4.1M	+27%	22k	186.48	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$3.9M	-2%	62k	63.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.9M	+109%	31k	123.25	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$3.8M		36k	106.68	View chart
Broadcom (AVGO)	0.8	$3.7M	-4%	11k	346.10	View chart
Visa Com Cl A (V)	0.8	$3.7M	+3%	11k	350.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.5M	+5%	11k	313.76	View chart
Merck & Co (MRK)	0.8	$3.5M		33k	105.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$3.3M	+194%	4.9k	681.88	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$3.2M	+93%	22k	143.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$3.1M	+174%	15k	212.03	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.7	$3.1M	NEW	64k	48.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$3.0M	+78%	40k	74.05	View chart
Ensign (ENSG)	0.6	$2.9M	-3%	17k	174.14	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.6	$2.8M	-8%	62k	44.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$2.7M	NEW	27k	101.96	View chart
Bowhead Specialty Hldgs Com Shs (BOW)	0.6	$2.7M	NEW	96k	28.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.6M	+673%	13k	199.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.6M	-2%	5.3k	487.74	View chart
National Retail Properties (NNN)	0.6	$2.6M	-2%	65k	39.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$2.5M	+15%	56k	45.44	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.5	$2.5M		19k	128.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.5M	+3%	92k	26.91	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.5	$2.4M	+2%	33k	74.07	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.5	$2.4M	+144%	48k	50.72	View chart
Chevron Corporation (CVX)	0.5	$2.4M		16k	152.40	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.5	$2.4M	NEW	104k	22.87	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$2.3M	NEW	102k	22.47	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.2M	+565%	34k	64.78	View chart
Vanguard World Financials Etf (VFH)	0.5	$2.2M		16k	133.48	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.2M	+6%	36k	59.91	View chart
Costco Wholesale Corporation (COST)	0.4	$2.1M	+14%	2.4k	862.08	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$2.1M	-3%	20k	104.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.0M		35k	58.09	View chart
Eli Lilly & Co. (LLY)	0.4	$1.9M	-18%	1.8k	1074.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.9M	+38%	6.2k	313.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$1.9M	+6%	41k	46.28	View chart
Iron Mountain (IRM)	0.4	$1.9M	-6%	23k	82.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.9M	-9%	33k	57.21	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$1.8M	+86%	18k	100.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.8M	-3%	12k	148.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.7M	NEW	37k	47.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.7M	+7%	15k	120.33	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M	+36%	26k	67.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.6M	+5%	21k	80.21	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$1.6M	+6%	70k	23.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$1.6M	-2%	34k	47.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.6M	+2%	22k	72.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.5M	-9%	7.2k	211.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.5M	+7%	64k	23.36	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	+3%	7.2k	206.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M	+4%	4.4k	335.22	View chart
Deere & Company (DE)	0.3	$1.5M	-5%	3.2k	465.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.5M	+8%	21k	69.42	View chart
Advanced Micro Devices (AMD)	0.3	$1.5M	-6%	6.9k	214.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.5M	+2%	32k	45.48	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.4M		5.0k	287.73	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$1.4M	-4%	32k	44.33	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M	+24%	4.4k	322.09	View chart
Spdr Series Trust State Street Spd (SPTS)	0.3	$1.4M	+9%	48k	29.27	View chart
Cisco Systems (CSCO)	0.3	$1.4M		18k	76.99	View chart
Southern Company (SO)	0.3	$1.4M		16k	87.14	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.3M	+2%	29k	46.53	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$1.3M	-3%	29k	46.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.3M	NEW	25k	50.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.3M	+4%	21k	59.26	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.3	$1.3M	-4%	28k	45.40	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	+51%	1.9k	659.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.3M	-11%	18k	71.36	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.2M	+6%	12k	99.83	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$1.2M	+274%	31k	38.67	View chart
Home Depot (HD)	0.3	$1.2M	+5%	3.5k	344.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.2M	+7%	7.7k	154.06	View chart
Procter & Gamble Company (PG)	0.3	$1.2M	+2%	8.2k	143.28	View chart
Pfizer (PFE)	0.3	$1.2M	-5%	47k	24.88	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.1M	+34%	20k	56.68	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$1.1M	-2%	20k	57.58	View chart
Verizon Communications (VZ)	0.2	$1.1M	-8%	28k	40.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.1M	+19%	25k	44.15	View chart
Danaher Corporation (DHR)	0.2	$1.1M	-4%	4.9k	228.88	View chart
Enterprise Products Partners (EPD)	0.2	$1.1M		34k	32.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$1.1M	+34%	9.2k	117.62	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.1M		11k	95.21	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.0M		22k	46.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.0M	NEW	2.2k	473.02	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$998k	NEW	19k	54.04	View chart
Wal-Mart Stores (WMT)	0.2	$996k	+35%	8.9k	111.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$988k	+22%	1.4k	684.21	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$983k	NEW	26k	37.39	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$970k	+10%	21k	45.66	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$956k	-2%	4.2k	229.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$946k	NEW	6.7k	140.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$935k	+305%	7.8k	120.16	View chart
Amgen (AMGN)	0.2	$935k	+3%	2.9k	327.04	View chart
United Parcel Service CL B (UPS)	0.2	$933k	-3%	9.4k	99.10	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$924k		8.6k	107.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$905k		9.5k	95.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$903k	NEW	2.3k	386.56	View chart
Kinsale Cap Group (KNSL)	0.2	$902k	NEW	2.3k	390.81	View chart
Wells Fargo & Company (WFC)	0.2	$888k	+11%	9.5k	93.10	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$874k	+256%	17k	50.53	View chart
Morgan Stanley Com New (MS)	0.2	$872k	+3%	4.9k	177.52	View chart
Blackrock (BLK)	0.2	$868k	+4%	812.00	1068.97	View chart
Waste Management (WM)	0.2	$859k		3.9k	219.58	View chart
Abbvie (ABBV)	0.2	$855k	-19%	3.7k	228.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$841k	NEW	3.0k	279.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$833k	+2%	14k	60.16	View chart
Shell Spon Ads (SHEL)	0.2	$775k		11k	73.47	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$770k	+223%	7.6k	101.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$764k	+43%	6.4k	119.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$764k		3.0k	257.76	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$761k	-5%	4.9k	154.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$758k	+245%	12k	65.96	View chart
Coca-Cola Company (KO)	0.2	$753k	+3%	11k	69.83	View chart
Pepsi (PEP)	0.2	$725k		5.1k	143.42	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.2	$707k	+73%	22k	32.01	View chart
Union Pacific Corporation (UNP)	0.2	$703k	+3%	3.0k	231.25	View chart
Intel Corporation (INTC)	0.1	$689k		19k	36.86	View chart
International Business Machines (IBM)	0.1	$684k	+42%	2.3k	295.85	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$678k	+15%	7.4k	91.41	View chart
Bank of America Corporation (BAC)	0.1	$673k	+19%	12k	54.93	View chart
Clearway Energy CL C (CWEN)	0.1	$664k		20k	33.24	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$659k	+12%	20k	33.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$658k	NEW	11k	62.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$654k	-10%	7.3k	89.36	View chart
Vanguard World Utilities Etf (VPU)	0.1	$654k	+2%	3.5k	184.85	View chart
Workiva Com Cl A (WK)	0.1	$652k		7.6k	86.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$651k	NEW	2.2k	301.67	View chart
McDonald's Corporation (MCD)	0.1	$647k	+2%	2.1k	305.62	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$645k	+2%	17k	38.54	View chart
Lowe's Companies (LOW)	0.1	$642k	-2%	2.7k	240.99	View chart
American Express Company (AXP)	0.1	$629k	+10%	1.7k	369.57	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$626k		6.4k	97.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$601k	+6%	13k	44.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$578k	+59%	7.7k	75.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$573k		6.9k	83.48	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$569k	+3%	13k	42.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$569k	+18%	3.1k	183.25	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$554k	-12%	15k	38.33	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$549k	-10%	24k	23.02	View chart
Netflix (NFLX)	0.1	$538k	+969%	5.7k	93.65	View chart
Tesla Motors (TSLA)	0.1	$537k	+11%	1.2k	449.00	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$534k		10k	52.69	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$532k		3.0k	175.23	View chart
Allstate Corporation (ALL)	0.1	$532k		2.6k	208.14	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$532k		14k	37.85	View chart
Honeywell International (HON)	0.1	$530k	+2%	2.7k	195.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$525k	-2%	3.1k	167.68	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$514k	-4%	5.3k	97.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$509k	NEW	5.3k	96.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$508k		6.0k	85.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$506k	+90%	6.6k	76.89	View chart
SLB Com Stk (SLB)	0.1	$495k	-4%	13k	38.32	View chart
Diamondback Energy (FANG)	0.1	$486k	-6%	3.2k	150.19	View chart
Qualcomm (QCOM)	0.1	$477k	-21%	2.8k	170.85	View chart
Stryker Corporation (SYK)	0.1	$474k		1.4k	350.85	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$470k		6.3k	75.02	View chart
Rocket Lab Corp (RKLB)	0.1	$470k		6.8k	69.63	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$463k		9.3k	49.91	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$463k	+4%	4.7k	98.22	View chart
Bristol Myers Squibb (BMY)	0.1	$461k	+7%	8.5k	53.93	View chart
Lam Research Corp Com New (LRCX)	0.1	$457k	+14%	2.7k	170.84	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$448k	+4%	14k	32.95	View chart
Markel Corporation (MKL)	0.1	$447k	NEW	208.00	2149.04	View chart
Starbucks Corporation (SBUX)	0.1	$440k	-8%	5.2k	84.11	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$438k	-4%	3.8k	113.83	View chart
Oracle Corporation (ORCL)	0.1	$430k		2.2k	194.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$422k	+25%	1.4k	303.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$421k	NEW	3.1k	136.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$415k		4.7k	88.45	View chart
Capital One Financial (COF)	0.1	$414k	+43%	1.7k	242.11	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$414k	NEW	4.1k	100.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$413k		854.00	483.61	View chart
Ishares Tr Global Mater Etf (MXI)	0.1	$413k		4.3k	96.43	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$411k		2.6k	159.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$408k	+24%	1.5k	276.42	View chart
Lineage (LINE)	0.1	$404k	NEW	12k	34.97	View chart
Becton, Dickinson and (BDX)	0.1	$404k		2.1k	193.76	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$402k	+14%	9.7k	41.48	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$400k	+6%	16k	25.22	View chart
General Mills (GIS)	0.1	$400k	+2%	8.6k	46.39	View chart
SYSCO Corporation (SYY)	0.1	$399k		5.4k	73.64	View chart
Kimberly-Clark Corporation (KMB)	0.1	$391k		3.9k	100.70	View chart
Ge Aerospace Com New (GE)	0.1	$387k	+35%	1.3k	307.88	View chart
Corning Incorporated (GLW)	0.1	$387k	+12%	4.4k	87.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$386k	+16%	1.8k	219.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$385k	+2%	5.6k	69.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$384k		1.5k	252.30	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$379k	+92%	8.5k	44.62	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.1	$377k	+8%	22k	17.44	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$375k	-24%	17k	21.67	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$372k	NEW	6.1k	61.36	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$363k	-7%	15k	23.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$363k		1.7k	209.10	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$360k	NEW	2.8k	126.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$358k	-4%	3.5k	102.49	View chart
Boeing Company (BA)	0.1	$357k	+3%	1.6k	217.02	View chart
UnitedHealth (UNH)	0.1	$350k	+30%	1.1k	329.57	View chart
CSX Corporation (CSX)	0.1	$346k	+5%	9.5k	36.23	View chart
Blackrock Etf Trust Ishares World Ex (LCTD)	0.1	$340k	-19%	6.2k	54.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$339k		3.5k	95.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$335k		2.9k	117.09	View chart
Franklin Templeton Holdings Respbly Srcd Gld (FGDL)	0.1	$333k		5.8k	57.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$332k		1.4k	245.93	View chart
3M Company (MMM)	0.1	$331k		2.1k	159.67	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.1	$330k	+9%	14k	24.32	View chart
At&t (T)	0.1	$329k		13k	24.82	View chart
Nike CL B (NKE)	0.1	$327k		5.1k	63.67	View chart
Coupang Cl A (CPNG)	0.1	$317k	NEW	14k	23.56	View chart
Sempra Energy (SRE)	0.1	$310k	-11%	3.5k	88.19	View chart
Adobe Systems Incorporated (ADBE)	0.1	$305k	-13%	872.00	349.77	View chart
T. Rowe Price (TROW)	0.1	$303k		3.0k	102.12	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$303k		7.8k	39.08	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$299k	NEW	20k	14.97	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$299k	-16%	1.2k	250.84	View chart
Applied Materials (AMAT)	0.1	$298k	+17%	1.2k	256.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$290k		385.00	753.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$283k		2.9k	96.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$282k		1.9k	148.34	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$271k		3.1k	88.02	View chart
Cummins (CMI)	0.1	$265k	NEW	519.00	510.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$263k	NEW	4.4k	59.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$260k	+21%	3.0k	86.18	View chart
Consolidated Edison (ED)	0.1	$259k		2.6k	99.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$256k	NEW	449.00	570.16	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$256k	NEW	11k	23.61	View chart
Walt Disney Company (DIS)	0.1	$254k	+23%	2.2k	113.44	View chart
Constellation Energy (CEG)	0.1	$251k		713.00	352.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$247k	NEW	1.2k	209.50	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$244k		4.5k	54.57	View chart
Alexandria Real Estate Equities (ARE)	0.0	$233k	-8%	4.8k	48.84	View chart
Viking Holdings Ord Shs (VIK)	0.0	$232k	-2%	3.2k	71.41	View chart
L3harris Technologies (LHX)	0.0	$231k	+16%	788.00	293.15	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$231k	-7%	4.1k	56.15	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$227k		2.9k	77.55	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.0	$227k		910.00	249.45	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$226k	NEW	3.9k	58.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$226k	NEW	2.6k	86.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$223k		565.00	394.69	View chart
Us Bancorp Del Com New (USB)	0.0	$222k	-19%	4.2k	53.19	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$219k	NEW	2.1k	104.94	View chart
Corteva (CTVA)	0.0	$219k		3.3k	66.81	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$217k		5.5k	39.45	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$213k	+3%	4.0k	53.67	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$209k	NEW	4.6k	45.92	View chart
United Rentals (URI)	0.0	$207k		256.00	808.59	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$206k	-2%	3.0k	69.41	View chart
Metropcs Communications (TMUS)	0.0	$205k	+6%	1.0k	202.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$200k	NEW	7.1k	28.35	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$163k	-4%	11k	14.35	View chart
Purecycle Technologies (PCT)	0.0	$146k	NEW	17k	8.54	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$117k		13k	8.88	View chart
Denison Mines Corp (DNN)	0.0	$28k	NEW	11k	2.58	View chart

Past Filings by Investor's Fiduciary Advisor Network

SEC 13F filings are viewable for Investor's Fiduciary Advisor Network going back to 2025

Investor's Fiduciary Advisor Network 2025 Q4 filed Feb. 12, 2026
Investor's Fiduciary Advisor Network 2025 Q3 filed Nov. 3, 2025
Investor's Fiduciary Advisor Network 2025 Q2 filed Aug. 12, 2025
Investor's Fiduciary Advisor Network 2025 Q1 filed April 29, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z