Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network as of June 30, 2026

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 46k 289.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.3 $13M 397k 31.71
Microsoft Corporation (MSFT) 4.1 $12M 32k 373.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $11M 15k 736.36
Caterpillar (CAT) 3.4 $10M 9.4k 1064.77
Vanguard Index Fds Value Etf (VTV) 2.5 $7.5M 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 34k 158.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $5.1M 10k 500.35
NVIDIA Corporation (NVDA) 1.5 $4.5M 23k 200.07
Pacer Fds Tr Developed Mrkt (ICOW) 1.5 $4.5M 108k 41.62
Realty Income (O) 1.4 $4.2M 68k 61.95
Spdr Series Trust ST STR P500GRW (SPYG) 1.4 $4.1M 34k 118.97
Merck & Co (MRK) 1.4 $4.0M 31k 128.48
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.2 $3.6M 56k 64.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $3.6M 16k 219.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.5M 5.1k 686.64
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $3.3M 67k 49.54
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.1 $3.3M 17k 190.52
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.1 $3.3M 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 62k 49.99
Visa Com Cl A (V) 1.0 $3.1M 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 7.3k 377.72
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.7M 7.5k 353.33
Ensign (ENSG) 0.9 $2.6M 17k 160.28
Advanced Micro Devices (AMD) 0.9 $2.6M 4.5k 580.89
Ishares Msci Emrg Chn (EMXC) 0.9 $2.5M 25k 102.30
Intel Corporation (INTC) 0.8 $2.4M 17k 139.57
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.4M 28k 86.11
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.4M 30k 80.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.4M 33k 71.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $2.4M 80k 29.43
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.3M 6.5k 357.33
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $2.3M 22k 100.78
National Retail Properties (NNN) 0.7 $2.2M 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 5.9k 369.88
Costco Wholesale Corporation (COST) 0.7 $2.1M 2.2k 935.24
Iron Mountain (IRM) 0.7 $2.1M 16k 126.31
Cisco Systems (CSCO) 0.7 $2.0M 17k 117.45
Chevron Corporation (CVX) 0.7 $2.0M 12k 165.75
Deere & Company (DE) 0.7 $2.0M 3.2k 633.99
Eli Lilly & Co. (LLY) 0.7 $2.0M 1.7k 1199.17
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $2.0M 36k 56.15
Vanguard World Financials Etf (VFH) 0.6 $1.9M 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 6.7k 253.83
Exxon Mobil Corporation (XOM) 0.6 $1.7M 12k 136.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.7M 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 56k 29.00
First Tr Exchange-traded SHS (FDL) 0.5 $1.6M 33k 48.66
Ishares Tr Ultra Short Dur (ICSH) 0.5 $1.6M 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 26k 56.47
Southern Company (SO) 0.5 $1.4M 14k 95.64
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $1.4M 23k 60.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.3M 5.3k 242.85
First Tr Exchange-traded SHS (FVD) 0.4 $1.3M 27k 48.18
First Tr Exchange-traded SHS (QTEC) 0.4 $1.2M 3.6k 334.44
Enterprise Products Partners (EPD) 0.4 $1.2M 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 3.9k 298.80
Home Depot (HD) 0.4 $1.2M 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 9.2k 113.23
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.0M 17k 62.20
Church & Dwight (CHD) 0.3 $1.0M 11k 96.83
Danaher Corporation (DHR) 0.3 $987k 5.2k 190.47
Blackstone Group Inc Com Cl A (BX) 0.3 $954k 8.1k 117.62
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.3 $947k 25k 38.48
Verizon Communications (VZ) 0.3 $931k 22k 42.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $918k 11k 85.44
Lockheed Martin Corporation (LMT) 0.3 $902k 1.8k 509.32
Corning Incorporated (GLW) 0.3 $892k 3.5k 255.29
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.3 $881k 8.2k 107.07
Waste Management (WM) 0.3 $876k 3.9k 222.79
Tesla Motors (TSLA) 0.3 $871k 2.1k 420.57
Abbvie (ABBV) 0.3 $863k 3.4k 251.53
Amgen (AMGN) 0.3 $810k 2.2k 362.09
Pfizer (PFE) 0.3 $805k 34k 24.06
Lam Research Corp Com New (LRCX) 0.3 $789k 1.8k 432.80
Union Pacific Corporation (UNP) 0.3 $787k 2.9k 271.94
Coca-Cola Company (KO) 0.3 $786k 9.7k 81.24
Wells Fargo & Company (WFC) 0.3 $770k 9.3k 82.59
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $763k 1.6k 477.17
United Parcel Svcs CL B (UPS) 0.3 $741k 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 10k 66.52
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $672k 4.2k 158.53
Pepsi (PEP) 0.2 $671k 5.0k 135.20
Ishares Tr Glob Indstrl Etf (EXI) 0.2 $659k 3.3k 200.43
Applied Materials (AMAT) 0.2 $651k 901.00 722.53
Micron Technology (MU) 0.2 $645k 559.00 1153.85
Meta Platforms Cl A (META) 0.2 $640k 1.1k 563.38
Charles Schwab Corporation (SCHW) 0.2 $638k 6.9k 92.14
JPMorgan Chase & Co. (JPM) 0.2 $638k 2.0k 327.18
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $637k 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 3.1k 195.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $598k 6.8k 88.41
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $591k 4.8k 122.11
Vanguard Index Fds Small Cp Etf (VB) 0.2 $589k 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 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 7.5k 77.11
Bank of America Corporation (BAC) 0.2 $578k 10k 56.93
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $551k 6.8k 81.04
Ishares Tr Core Msci Intl (IDEV) 0.2 $548k 6.2k 88.92
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $535k 2.7k 195.11
McDonald's Corporation (MCD) 0.2 $530k 2.0k 270.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $520k 1.8k 290.34
Raytheon Technologies Corp (RTX) 0.2 $517k 2.7k 189.45
Eaton Corp SHS (ETN) 0.2 $504k 1.2k 425.68
Lowe's Companies (LOW) 0.2 $502k 2.3k 220.18
Bristol Myers Squibb (BMY) 0.2 $501k 8.7k 57.55
American Express Company (AXP) 0.2 $489k 1.4k 338.17
Graniteshares Gold Tr Shs Ben Int (BAR) 0.2 $478k 12k 39.52
Blackrock (BLK) 0.2 $475k 494.00 961.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $447k 1.8k 246.15
Ge Aerospace Com New (GE) 0.2 $444k 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 2.8k 148.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $411k 3.3k 124.17
Ishares Tr Global Mater Etf (MXI) 0.1 $410k 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 7.7k 53.11
Stryker Corporation (SYK) 0.1 $408k 1.3k 314.33
Clearway Energy CL C (CWEN) 0.1 $407k 12k 34.10
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $400k 9.3k 43.05
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $399k 7.9k 50.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $399k 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 4.4k 89.91
Netflix (NFLX) 0.1 $393k 5.5k 71.26
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) 0.1 $367k 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 3.8k 96.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $359k 2.6k 137.23
Boeing Company (BA) 0.1 $358k 1.7k 216.31
Crowdstrike Hldgs Cl A (CRWD) 0.1 $357k 468.00 762.82
Vanguard World Inf Tech Etf (VGT) 0.1 $344k 2.9k 119.36
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $344k 1.5k 236.59
Ishares Tr Global Tech Etf (IXN) 0.1 $342k 2.4k 144.12
3M Company (MMM) 0.1 $339k 2.1k 161.81
Ishares Tr U.s. Tech Etf (IYW) 0.1 $338k 1.3k 252.24
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $330k 442.00 746.61
Howmet Aerospace (HWM) 0.1 $328k 1.2k 268.63
UnitedHealth (UNH) 0.1 $320k 771.00 415.05
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.1 $318k 4.0k 80.08
Sempra Energy (SRE) 0.1 $315k 3.4k 92.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $315k 2.9k 110.06
Starbucks Corporation (SBUX) 0.1 $312k 3.1k 102.16
Duke Energy Corp Com New (DUK) 0.1 $310k 2.5k 126.38
Dell Technologies CL C (DELL) 0.1 $309k 718.00 430.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $299k 5.0k 59.59
McKesson Corporation (MCK) 0.1 $299k 397.00 753.15
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $296k 3.1k 96.14
O'reilly Automotive (ORLY) 0.1 $294k 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 4.9k 60.37
United Rentals (URI) 0.1 $287k 254.00 1129.92
Consolidated Edison (ED) 0.1 $286k 2.6k 110.42
Qnity Electronics Common Stock (Q) 0.1 $282k 1.7k 163.19
Automatic Data Processing (ADP) 0.1 $278k 1.2k 223.47
Ge Vernova (GEV) 0.1 $274k 233.00 1175.97
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $273k 6.9k 39.48
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $272k 4.1k 65.96
Qualcomm (QCOM) 0.1 $266k 1.4k 184.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $260k 1.1k 241.64
Goldman Sachs (GS) 0.1 $260k 258.00 1007.75
Corteva (CTVA) 0.1 $258k 3.1k 84.42
At&t (T) 0.1 $258k 13k 20.64
Carpenter Technology Corporation (CRS) 0.1 $257k 418.00 614.83
Vertiv Holdings Com Cl A (VRT) 0.1 $251k 750.00 334.67
Vanguard World Energy Etf (VDE) 0.1 $250k 1.7k 150.15
Adobe Systems Incorporated (ADBE) 0.1 $246k 1.2k 204.32
CVS Caremark Corporation (CVS) 0.1 $243k 2.4k 103.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $243k 7.2k 33.80
Ishares Msci Gbl Etf New (PICK) 0.1 $241k 4.2k 57.92
Nextera Energy (NEE) 0.1 $241k 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 580.00 413.79
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $238k 120.00 1983.33
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $233k 1.4k 161.13
L3harris Technologies (LHX) 0.1 $233k 802.00 290.52
International Business Machines (IBM) 0.1 $232k 827.00 280.53
Capital One Financial (COF) 0.1 $231k 1.2k 199.83
Nike CL B (NKE) 0.1 $231k 5.6k 41.02
Cintas Corporation (CTAS) 0.1 $229k 1.4k 169.50
Entergy Corporation (ETR) 0.1 $225k 2.0k 114.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $223k 1.4k 163.01
Oracle Corporation (ORCL) 0.1 $222k 1.5k 146.25
Johnson Controls Internation SHS (JCI) 0.1 $219k 1.5k 145.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $218k 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 2.8k 76.73
T. Rowe Price (TROW) 0.1 $213k 1.9k 113.18
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $213k 1.5k 141.91
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $212k 745.00 284.56
Arthur J. Gallagher & Co. (AJG) 0.1 $209k 912.00 229.17
Cummins (CMI) 0.1 $209k 293.00 713.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $209k 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 3.4k 59.43
Spdr Series Trust St Str Sp Div (SDY) 0.1 $201k 1.3k 152.16
AmerisourceBergen (COR) 0.1 $201k 712.00 282.30
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $200k 306.00 653.59
Infleqtion Com Shs (INFQ) 0.1 $194k 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