Investor's Fiduciary Advisor Network, LLC

Est. AUM

$324.6M

13F long equity, this entity only

Positions

268

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$14.7M	57728	4.51%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.4M	435304	4.11%	SOLE
3	MICROSOFT CORP	COM	$12.7M	34394	3.92%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$9.7M	16758	2.98%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$7.2M	78287	2.21%	SOLE
6	CATERPILLAR INC	COM	$6.8M	9545	2.08%	SOLE
7	AMAZON COM INC	COM	$5.9M	28144	1.81%	SOLE
8	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.3M	35518	1.62%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	10735	1.58%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$5.0M	25368	1.53%	SOLE
11	REALTY INCOME CORP	COM	$4.7M	77514	1.46%	SOLE
12	PACER FDS TR	DEVELOPED MRKT	$4.4M	103195	1.35%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$4.3M	22386	1.32%	SOLE
14	NVIDIA CORPORATION	COM	$4.2M	24030	1.29%	SOLE
15	MERCK & CO INC	COM	$4.0M	33042	1.22%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	36360	1.10%	SOLE
17	ENSIGN GROUP INC	COM	$3.3M	16506	1.02%	SOLE
18	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.1M	51277	0.97%	SOLE
19	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	41678	0.95%	SOLE
20	BROADCOM INC	COM	$3.1M	9912	0.94%	SOLE
21	VISA INC	COM CL A	$3.0M	9903	0.92%	SOLE
22	MORGAN STANLEY ETF TRUST	EATON VANCE MORT	$3.0M	58816	0.91%	SOLE
23	ALPHABET INC	CAP STK CL C	$3.0M	10312	0.91%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.9M	22117	0.91%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$2.8M	9907	0.88%	SOLE
26	PACER FDS TR	US SMALL CAP CAS	$2.8M	62869	0.87%	SOLE
27	CHEVRON CORPORATION	COM	$2.8M	13292	0.85%	SOLE
28	ISHARES TR	MSCI INTL QUALTY	$2.6M	56668	0.81%	SOLE
29	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4292	0.79%	SOLE
30	NNN REIT INC	COM	$2.5M	58404	0.76%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$2.4M	5594	0.75%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$2.3M	2354	0.72%	SOLE
33	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	86630	0.68%	SOLE
34	BLACKROCK ETF TRUST	ISHARES US CARBO	$2.2M	31025	0.67%	SOLE
35	EXXON MOBIL CORP	COM	$2.2M	12761	0.67%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$2.1M	35762	0.66%	SOLE
37	IRON MTN INC DEL	COM	$2.1M	20627	0.65%	SOLE
38	ISHARES TR	ESG MSCI KLD 400	$2.1M	17238	0.64%	SOLE
39	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.0M	36230	0.62%	SOLE
40	PROSHARES TR	S&P 500 DV ARIST	$2.0M	18722	0.61%	SOLE
41	PIMCO ETF TR	ENHAN SHRT MA AC	$1.9M	19342	0.60%	SOLE
42	VANGUARD WORLD FD	FINANCIALS ETF	$1.9M	15882	0.59%	SOLE
43	ISHARES INC	MSCI EMRG CHN	$1.9M	23902	0.58%	SOLE
44	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$1.8M	40137	0.57%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	23875	0.56%	SOLE
46	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.8M	32031	0.56%	SOLE
47	DEERE & CO	COM	$1.8M	3220	0.56%	SOLE
48	ALPHABET INC	CAP STK CL A	$1.8M	6177	0.55%	SOLE
49	JOHNSON & JOHNSON	COM	$1.8M	7179	0.54%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	59693	0.54%	SOLE

1–50 of 268

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.