Investor's Fiduciary Advisor Network, LLC

CIK 0002044901 · SNOQUALMIE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Investor's Fiduciary Advisor Network, LLC reported 219 positions worth $294.5K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (4.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$294.5K
2026 Q2
Positions
219
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.8%
Est. Net Flow (Q)
2026 Q2
10 / 219 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$13.3K4.53%46,099
2SCHDSCHWAB STRATEGIC TRSH$12.6K4.28%397,125
3MSFTMICROSOFT CORPSH$12.0K4.06%32,040
4QQQINVESCO QQQ TRSH$10.8K3.67%14,683
5CATCATERPILLAR INCSH$10.0K3.39%9,387
6VTVVANGUARD INDEX FDSSH$7.5K2.55%34,405
7BILSPDR SERIES TRUSTSH$7.3K2.48%79,637
8AMZNAMAZON COM INCSH$6.6K2.23%27,599
9VYMVANGUARD WHITEHALL FDSSH$5.4K1.84%34,378
10BRK-BBERKSHIRE HATHAWAY INC DELSH$5.1K1.72%10,125

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Investor's Fiduciary Advisor Network, LLC hold as of Q2 2026?

Investor's Fiduciary Advisor Network, LLC reported 219 positions worth $294.5K in its Q2 2026 13F filing. Largest positions: AAPL (4.5%), SCHD (4.3%), MSFT (4.1%), QQQ (3.7%) and CAT (3.4%).

What did Investor's Fiduciary Advisor Network, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Investor's Fiduciary Advisor Network, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.