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 AAPL, SCHD, MSFT, QQQ, CAT, and represent 19.93% of Investor's Fiduciary Advisor Network's stock portfolio.
- Added to shares of these 10 stocks: VTV, VUG, VO, RSPT, NOBL, VEA, MU, VOO, IDEV, IQLT.
- Started 21 new stock positions in CRS, SCHG, IWR, JCI, CRWD, VRT, BNDX, URI, TBUX, PICK. RWJ, FTEC, COF, AAAU, CVS, SDY, MU, IDEV, ASML, DELL, SMH.
- Reduced shares in these 10 stocks: AAPL, DSI, LCTU, , EAGG, ESGU, SUSC, IVW, QQQ, IVE.
- Sold out of its positions in IVVD, ALL, AVEM, AEP, ANET, AZO, BDX, BINC, DYNF, LCTD.
- Investor's Fiduciary Advisor Network was a net seller of stock by $-58M.
- Investor's Fiduciary Advisor Network has $295M in assets under management (AUM), dropping by -9.79%.
- Central Index Key (CIK): 0002044901
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Portfolio Holdings for Investor's Fiduciary Advisor Network
Investor's Fiduciary Advisor Network holds 219 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.5 | $13M | -20% | 46k | 289.36 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.3 | $13M | -8% | 397k | 31.71 |
|
| Microsoft Corporation (MSFT) | 4.1 | $12M | -6% | 32k | 373.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.7 | $11M | -12% | 15k | 736.36 |
|
| Caterpillar (CAT) | 3.4 | $10M | 9.4k | 1064.77 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $7.5M | +35% | 34k | 217.90 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.5 | $7.3M | 80k | 91.63 |
|
|
| Amazon (AMZN) | 2.2 | $6.6M | 28k | 238.31 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.8 | $5.4M | -3% | 34k | 158.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $5.1M | -5% | 10k | 500.35 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $4.5M | -5% | 23k | 200.07 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 1.5 | $4.5M | +4% | 108k | 41.62 |
|
| Realty Income (O) | 1.4 | $4.2M | -12% | 68k | 61.95 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 1.4 | $4.1M | -6% | 34k | 118.97 |
|
| Merck & Co (MRK) | 1.4 | $4.0M | -5% | 31k | 128.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 1.2 | $3.6M | +73% | 56k | 64.49 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $3.6M | -27% | 16k | 219.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $3.5M | +18% | 5.1k | 686.64 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.1 | $3.3M | +18% | 67k | 49.54 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $3.3M | -22% | 17k | 190.52 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.1 | $3.3M | -12% | 45k | 72.28 |
|
| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 1.1 | $3.2M | 63k | 50.60 |
|
|
| Morgan Stanley Etf Trust Eato Van Mtg Etf (EVMO) | 1.1 | $3.1M | +5% | 62k | 49.99 |
|
| Visa Com Cl A (V) | 1.0 | $3.1M | -9% | 9.0k | 343.08 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $3.1M | 42k | 73.40 |
|
|
| Broadcom (AVGO) | 0.9 | $2.7M | -26% | 7.3k | 377.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.7M | -27% | 7.5k | 353.33 |
|
| Ensign (ENSG) | 0.9 | $2.6M | 17k | 160.28 |
|
|
| Advanced Micro Devices (AMD) | 0.9 | $2.6M | -25% | 4.5k | 580.89 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $2.5M | +3% | 25k | 102.30 |
|
| Intel Corporation (INTC) | 0.8 | $2.4M | -6% | 17k | 139.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.4M | +396% | 28k | 86.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $2.4M | +198% | 30k | 80.55 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.4M | +41% | 33k | 71.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $2.4M | -7% | 80k | 29.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.3M | +4% | 6.5k | 357.33 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $2.3M | +15% | 22k | 100.78 |
|
| National Retail Properties (NNN) | 0.7 | $2.2M | -18% | 47k | 46.52 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.7 | $2.2M | 36k | 59.73 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.2M | +30% | 5.9k | 369.88 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | -6% | 2.2k | 935.24 |
|
| Iron Mountain (IRM) | 0.7 | $2.1M | -21% | 16k | 126.31 |
|
| Cisco Systems (CSCO) | 0.7 | $2.0M | -5% | 17k | 117.45 |
|
| Chevron Corporation (CVX) | 0.7 | $2.0M | -7% | 12k | 165.75 |
|
| Deere & Company (DE) | 0.7 | $2.0M | 3.2k | 633.99 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.0M | -4% | 1.7k | 1199.17 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $2.0M | +92% | 36k | 56.15 |
|
| Vanguard World Financials Etf (VFH) | 0.6 | $1.9M | -10% | 14k | 131.58 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.6 | $1.9M | 41k | 46.04 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $1.7M | -6% | 6.7k | 253.83 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | -3% | 12k | 136.64 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.7M | -24% | 27k | 61.44 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $1.7M | 22k | 75.78 |
|
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.5 | $1.6M | -6% | 56k | 29.00 |
|
| First Tr Exchange-traded SHS (FDL) | 0.5 | $1.6M | +2% | 33k | 48.66 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.5 | $1.6M | +13% | 31k | 50.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.5M | 18k | 82.82 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.4M | -20% | 26k | 56.47 |
|
| Southern Company (SO) | 0.5 | $1.4M | -17% | 14k | 95.64 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $1.4M | +11% | 23k | 60.27 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.3M | -16% | 5.3k | 242.85 |
|
| First Tr Exchange-traded SHS (FVD) | 0.4 | $1.3M | -6% | 27k | 48.18 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.4 | $1.2M | -10% | 3.6k | 334.44 |
|
| Enterprise Products Partners (EPD) | 0.4 | $1.2M | -3% | 33k | 36.76 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.2M | 8.1k | 146.56 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $1.2M | -21% | 3.9k | 298.80 |
|
| Home Depot (HD) | 0.4 | $1.2M | -9% | 3.3k | 352.43 |
|
| Ishares Tr Broad Usd High (USHY) | 0.4 | $1.1M | 30k | 36.99 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $1.0M | 5.0k | 208.88 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.4 | $1.0M | 23k | 44.96 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.0M | -3% | 9.2k | 113.23 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.0M | -20% | 17k | 62.20 |
|
| Church & Dwight (CHD) | 0.3 | $1.0M | 11k | 96.83 |
|
|
| Danaher Corporation (DHR) | 0.3 | $987k | +10% | 5.2k | 190.47 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $954k | +3% | 8.1k | 117.62 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.3 | $947k | -3% | 25k | 38.48 |
|
| Verizon Communications (VZ) | 0.3 | $931k | -12% | 22k | 42.30 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $918k | +105% | 11k | 85.44 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $902k | +7% | 1.8k | 509.32 |
|
| Corning Incorporated (GLW) | 0.3 | $892k | -14% | 3.5k | 255.29 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $881k | -8% | 8.2k | 107.07 |
|
| Waste Management (WM) | 0.3 | $876k | 3.9k | 222.79 |
|
|
| Tesla Motors (TSLA) | 0.3 | $871k | -4% | 2.1k | 420.57 |
|
| Abbvie (ABBV) | 0.3 | $863k | -5% | 3.4k | 251.53 |
|
| Amgen (AMGN) | 0.3 | $810k | -11% | 2.2k | 362.09 |
|
| Pfizer (PFE) | 0.3 | $805k | -22% | 34k | 24.06 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $789k | -13% | 1.8k | 432.80 |
|
| Union Pacific Corporation (UNP) | 0.3 | $787k | 2.9k | 271.94 |
|
|
| Coca-Cola Company (KO) | 0.3 | $786k | -6% | 9.7k | 81.24 |
|
| Wells Fargo & Company (WFC) | 0.3 | $770k | -2% | 9.3k | 82.59 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $763k | -2% | 1.6k | 477.17 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $741k | -21% | 6.9k | 107.36 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $703k | 7.1k | 98.36 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $680k | -4% | 10k | 66.52 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $672k | -13% | 4.2k | 158.53 |
|
| Pepsi (PEP) | 0.2 | $671k | -7% | 5.0k | 135.20 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.2 | $659k | 3.3k | 200.43 |
|
|
| Applied Materials (AMAT) | 0.2 | $651k | -30% | 901.00 | 722.53 |
|
| Micron Technology (MU) | 0.2 | $645k | NEW | 559.00 | 1153.85 |
|
| Meta Platforms Cl A (META) | 0.2 | $640k | -23% | 1.1k | 563.38 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $638k | -35% | 6.9k | 92.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $638k | -55% | 2.0k | 327.18 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $637k | +136% | 11k | 58.96 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $630k | 6.8k | 93.29 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $628k | 4.7k | 133.22 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $609k | -3% | 3.1k | 195.44 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $598k | -3% | 6.8k | 88.41 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $591k | -43% | 4.8k | 122.11 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $589k | -35% | 1.9k | 302.83 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $589k | 14k | 43.49 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $588k | -34% | 1.9k | 302.62 |
|
| SLB Com Stk (SLB) | 0.2 | $587k | 13k | 46.48 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $578k | -26% | 7.5k | 77.11 |
|
| Bank of America Corporation (BAC) | 0.2 | $578k | -20% | 10k | 56.93 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $551k | -2% | 6.8k | 81.04 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $548k | NEW | 6.2k | 88.92 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $535k | +3% | 2.7k | 195.11 |
|
| McDonald's Corporation (MCD) | 0.2 | $530k | -6% | 2.0k | 270.13 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $520k | -29% | 1.8k | 290.34 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $517k | -5% | 2.7k | 189.45 |
|
| Eaton Corp SHS (ETN) | 0.2 | $504k | +40% | 1.2k | 425.68 |
|
| Lowe's Companies (LOW) | 0.2 | $502k | -18% | 2.3k | 220.18 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $501k | 8.7k | 57.55 |
|
|
| American Express Company (AXP) | 0.2 | $489k | -9% | 1.4k | 338.17 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.2 | $478k | -17% | 12k | 39.52 |
|
| Blackrock (BLK) | 0.2 | $475k | -33% | 494.00 | 961.54 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $447k | +4% | 1.8k | 246.15 |
|
| Ge Aerospace Com New (GE) | 0.2 | $444k | -9% | 1.2k | 373.11 |
|
| CSX Corporation (CSX) | 0.1 | $435k | 9.2k | 47.49 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $425k | 3.9k | 109.73 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $417k | -42% | 2.8k | 148.03 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $411k | +292% | 3.3k | 124.17 |
|
| Ishares Tr Global Mater Etf (MXI) | 0.1 | $410k | -4% | 3.9k | 105.59 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $410k | 14k | 30.16 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $408k | -15% | 7.7k | 53.11 |
|
| Stryker Corporation (SYK) | 0.1 | $408k | -14% | 1.3k | 314.33 |
|
| Clearway Energy CL C (CWEN) | 0.1 | $407k | -27% | 12k | 34.10 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $400k | -4% | 9.3k | 43.05 |
|
| J P Morgan Exchange Traded F High Yield Muni (JMHI) | 0.1 | $399k | -4% | 7.9k | 50.53 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $399k | -14% | 7.8k | 50.94 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $398k | 7.9k | 50.56 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $393k | -30% | 4.4k | 89.91 |
|
| Netflix (NFLX) | 0.1 | $393k | -8% | 5.5k | 71.26 |
|
| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 0.1 | $367k | NEW | 7.4k | 49.70 |
|
| Workiva Com Cl A (WK) | 0.1 | $366k | 7.6k | 48.41 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $366k | -15% | 3.8k | 96.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $359k | -81% | 2.6k | 137.23 |
|
| Boeing Company (BA) | 0.1 | $358k | -5% | 1.7k | 216.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $357k | NEW | 468.00 | 762.82 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $344k | +668% | 2.9k | 119.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $344k | -17% | 1.5k | 236.59 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $342k | +7% | 2.4k | 144.12 |
|
| 3M Company (MMM) | 0.1 | $339k | 2.1k | 161.81 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $338k | -20% | 1.3k | 252.24 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $330k | -67% | 442.00 | 746.61 |
|
| Howmet Aerospace (HWM) | 0.1 | $328k | 1.2k | 268.63 |
|
|
| UnitedHealth (UNH) | 0.1 | $320k | -8% | 771.00 | 415.05 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.1 | $318k | -87% | 4.0k | 80.08 |
|
| Sempra Energy (SRE) | 0.1 | $315k | -3% | 3.4k | 92.57 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $315k | NEW | 2.9k | 110.06 |
|
| Starbucks Corporation (SBUX) | 0.1 | $312k | -37% | 3.1k | 102.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $310k | -5% | 2.5k | 126.38 |
|
| Dell Technologies CL C (DELL) | 0.1 | $309k | NEW | 718.00 | 430.36 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $299k | +6% | 5.0k | 59.59 |
|
| McKesson Corporation (MCK) | 0.1 | $299k | -6% | 397.00 | 753.15 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $296k | 3.1k | 96.14 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $294k | -7% | 3.2k | 91.99 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $294k | 1.1k | 272.73 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $294k | -3% | 4.9k | 60.37 |
|
| United Rentals (URI) | 0.1 | $287k | NEW | 254.00 | 1129.92 |
|
| Consolidated Edison (ED) | 0.1 | $286k | 2.6k | 110.42 |
|
|
| Qnity Electronics Common Stock (Q) | 0.1 | $282k | -2% | 1.7k | 163.19 |
|
| Automatic Data Processing (ADP) | 0.1 | $278k | -11% | 1.2k | 223.47 |
|
| Ge Vernova (GEV) | 0.1 | $274k | -11% | 233.00 | 1175.97 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $273k | NEW | 6.9k | 39.48 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.1 | $272k | +3% | 4.1k | 65.96 |
|
| Qualcomm (QCOM) | 0.1 | $266k | -48% | 1.4k | 184.34 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $260k | -9% | 1.1k | 241.64 |
|
| Goldman Sachs (GS) | 0.1 | $260k | -2% | 258.00 | 1007.75 |
|
| Corteva (CTVA) | 0.1 | $258k | -2% | 3.1k | 84.42 |
|
| At&t (T) | 0.1 | $258k | -23% | 13k | 20.64 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $257k | NEW | 418.00 | 614.83 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $251k | NEW | 750.00 | 334.67 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $250k | +4% | 1.7k | 150.15 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $246k | -16% | 1.2k | 204.32 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $243k | NEW | 2.4k | 103.36 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $243k | NEW | 7.2k | 33.80 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $241k | NEW | 4.2k | 57.92 |
|
| Nextera Energy (NEE) | 0.1 | $241k | +12% | 2.7k | 87.67 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $240k | 5.5k | 43.64 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $240k | -8% | 580.00 | 413.79 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $238k | NEW | 120.00 | 1983.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $233k | -76% | 1.4k | 161.13 |
|
| L3harris Technologies (LHX) | 0.1 | $233k | 802.00 | 290.52 |
|
|
| International Business Machines (IBM) | 0.1 | $232k | -52% | 827.00 | 280.53 |
|
| Capital One Financial (COF) | 0.1 | $231k | NEW | 1.2k | 199.83 |
|
| Nike CL B (NKE) | 0.1 | $231k | -2% | 5.6k | 41.02 |
|
| Cintas Corporation (CTAS) | 0.1 | $229k | -7% | 1.4k | 169.50 |
|
| Entergy Corporation (ETR) | 0.1 | $225k | 2.0k | 114.80 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $223k | -88% | 1.4k | 163.01 |
|
| Oracle Corporation (ORCL) | 0.1 | $222k | -9% | 1.5k | 146.25 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $219k | NEW | 1.5k | 145.71 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $218k | -85% | 9.5k | 23.03 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $217k | 5.5k | 39.56 |
|
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $214k | -4% | 2.8k | 76.73 |
|
| T. Rowe Price (TROW) | 0.1 | $213k | -26% | 1.9k | 113.18 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $213k | -91% | 1.5k | 141.91 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $212k | NEW | 745.00 | 284.56 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $209k | -6% | 912.00 | 229.17 |
|
| Cummins (CMI) | 0.1 | $209k | -38% | 293.00 | 713.31 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $209k | NEW | 4.3k | 48.38 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $204k | 11k | 18.81 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $203k | NEW | 3.4k | 59.43 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $201k | NEW | 1.3k | 152.16 |
|
| AmerisourceBergen (COR) | 0.1 | $201k | -36% | 712.00 | 282.30 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $200k | NEW | 306.00 | 653.59 |
|
| Infleqtion Com Shs (INFQ) | 0.1 | $194k | +45% | 15k | 13.29 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $184k | 12k | 14.81 |
|
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.0 | $122k | 13k | 9.26 |
|
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 2026 Q2 filed Aug. 13, 2026
- Investor's Fiduciary Advisor Network 2026 Q1 filed May 12, 2026
- 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